How EMB Group Supercharged Its Grant Application Process with 123FormBuilder
Overview
In 2023, EMB Group, a trusted leader in government grant strategies and tools, aimed to streamline its application processes. With rising demand for efficient grant programme administration, EMB Group partnered with 123FormBuilder to optimize their online application system and improve internal workflows, ensuring a smoother, more efficient process for both applicants and staff.
Challenge
Before switching to 123FormBuilder, EMB Group faced several hurdles that were holding back their efficiency:
- Manual Application Process: Applicants were using outdated, clunky forms that made applying for grants a frustrating and time-consuming experience.
- Heavy Administrative Burdens: The manual processing of applications not only slowed things down but also increased the risk of errors.
- Lack of Integration: EMB needed a solution that could smoothly integrate with Salesforce to streamline internal workflows and ensure seamless grant management.
Solution
To streamline their grant application process, EMB Group turned to 123FormBuilder, leveraging its powerful features to make everything more efficient and user-friendly. Here’s how they made it work:
- Custom Grant Application Forms: EMB created intuitive, easy-to-use forms, simplifying the application process for users. This not only enhanced the applicant experience but also boosted submission rates.
- Salesforce Integration: Completed applications were automatically sent to Salesforce, allowing EMB to manage and process data seamlessly, reducing manual work and speeding up response times.
- Survey Forms: EMB started using 123FormBuilder’s survey tools to gather valuable feedback and insights about their grant programmes and associated applicants.
- Accessibility Features: EMB prioritized inclusivity by using 123FormBuilder’s accessibility features, ensuring that everyone—regardless of ability—could easily navigate and complete forms.
123FormBuilder helped EMB Group to create a grant application process that is more efficient, accessible, and responsive.
“We started working with 123 FormBuilder in 2023 as we had embedded Salesforce into our organisation as our central CRM. We were looking for a solution that not only allowed us to design professionally presented forms but also integrated well with Salesforce.
The initial demonstrations of the product were encouraging and confirmed that 123FormBuilder met all of the requirements of the solutions we were looking for.
Results
The implementation of 123FormBuilder brought significant improvements:
- Increased Efficiency: The automated processes reduced manual re-keying of data, allowing staff to focus on higher-value tasks.
- Enhanced User Experience: Applicants found the new online forms intuitive and straightforward, leading to a higher completion rate.
- Better Data Management: With forms directly integrated into Salesforce, data entry errors decreased, and the processing time for applications improved.
- Scalability for Future Grants: As EMB continues to take on new grant programmes, they can easily create additional forms tailored to each opportunity without needing extensive technical support.
Future Plans
Looking ahead, EMB Group is eager to further leverage 123FormBuilder to enhance its operations. Key initiatives include:
- Streamlining Internal Processes with Custom Forms: EMB Group plans to create forms that simplify internal approvals and improve tracking efficiency. This will accelerate transactions and ensure accurate record-keeping, which is critical for corporate and financial management.
- Developing Tailored Forms for New Grant Programs: As new grant programmes launch, EMB will design customized forms to meet specific requirements. This approach will enable faster responses to tender opportunities, increasing the likelihood of securing valuable contracts.
- Expanding the Use of Surveys for Feedback and Improvement: EMB Group will continue using surveys to gather feedback from applicants and grant recipients, helping identify areas for improvement and refine their programmes.
Overall, EMB Group is committed to making the most of 123FormBuilder to boost growth and innovation in how they manage grants.
Final thoughts
By adopting 123FormBuilder, EMB Group successfully transformed their grant application process into a more efficient, user-friendly system. This partnership not only enhanced their internal workflows but also positioned them for future growth.
Testimonial
We were supported fully to set up 123FormBuilder and it was not long until we created our first form. The product is very intuitive and has drag and drop functionality to build your form easily using the different types of fields available in the library. Creating validation and rules within your form is easy and allows you to build workflow which will automate processes and follow-on actions.
The integration into Salesforce is invaluable to us as we receive in excess of 200 applications per week across our grant programmes.
The on-line help facility within 123FormBuilder is always available and the staff are so friendly, taking time to understand your issue or question. There have been many times when we have called on this help as well as the email support. Response times are good so issues can be resolved easily. I would not hesitate to recommend 123FormBuilder to other organisations, and I look forward to our continued working relationship.”
Dianne Honeybun-Simmons, Group Quality and Business Process Manager
