Case Study: Empowering Community Engagement: OC United’s Success with 123FormBuilder
Bringing support and love to communities in need requires much work, time, and passion. And, of course, much organization and resource management for pressing needs. OC United is an example of what community non-profits can accomplish with the help of caring citizens, non-profits, and churches.
But serving the needs of a community takes time and effort and sometimes requires a handy tool to make work easier. Let’s discover how the partnership between OC United and 123FormBuilder helped the non-profit optimize data collection and management and left more time and human resources to do real community work.
OC United Background
OC United is a community-based non-profit organization dedicated to serving the needs of its local community. It works with a diverse range of programs and services, including after-school programs, summer camps, adult family services, language classes, and cooking classes.
OC United was founded in 2012 and is devoted to building connections within the community and enhancing quality of life. A key part of its mission is effectively managing client and patient information to ensure tailored and efficient service delivery.
Non-Profit Challenges
Many non-profit organizations face challenges in their activities. For OC United, one of the preeminent challenges was effectively managing client and patient data across its various programs and services.
OC United required a robust solution that could manage registration and application forms, event organizing, and surveys. The program also had to streamline data collection processes, enhance client engagement, and improve operational efficiency.
Additionally, the need for a centralized platform for better client and patient base management was essential for optimizing service delivery and maximizing impact.
123FormBuilder – OC United’s Solution
OC United implemented 123FormBuilder integrated with Salesforce to address its data management challenges and streamline client engagement processes. Using 123FormBuilder to its fullest, OC United created customized forms for registration, applications, surveys, and event organizing tailored to the unique needs of each program and service.
123FormBuilder provided OC United with the flexibility and scalability needed to efficiently manage client and patient data, leading to a portfolio of 50 forms collecting more than 2,000 submissions.
Whether it was registering participants for after-school programs, gathering feedback through surveys, or organizing community events, 123FormBuilder enabled OC United to streamline data collection processes and enhance community engagement.
Before using 123FormBuilder, our staff spent hours each week manually entering program attendance or combing through piles and piles of paper applications, surveys, and client notes. Now, we have an easy-to-use, streamlined process for collecting data on who we’re serving and how they’re engaging with our services. Our staff love the new online forms because they integrate bidirectionally with our Salesforce platform, which means they don’t have to enter data manually anymore. Thanks to 123FormBuilder, our organization has a more organized and efficient data collection process, saving us time to focus on what really matters: our program participants.
123FormBuilder for Salesforce was an important aspect that convinced OC United to try the form builder solution. This two-way integration allows users to push and receive data from Salesforce objects and use real-time prefilling and URLs.
OC United & 123FormBuilder Collaboration Results
The collaboration between OC United and 123FormBuilder has yielded significant results, empowering community engagement and enhancing operational efficiency:
- Improved data management: By integrating Salesforce with 123FormBuilder, OC United centralized client and patient data, enabling better tracking, analysis, and reporting. This streamlined approach improved data accuracy and accessibility, empowering OC United to make informed decisions and optimize service delivery.
- Enhanced client engagement: OC United successfully engaged clients and participants by providing customized registration forms, applications, surveys, and event organizing. This facilitates and fosters collaboration and strengthens community ties.
- Operational efficiency: 123FormBuilder’s intuitive interface and customizable templates enabled OC United to streamline data collection processes. This partnership resulted in reducing manual efforts and improving efficiency. It also allowed OC United to focus more resources on delivering impactful programs and services to the community.
- Scalability and flexibility: As OC United continues to expand its programs and services, 123FormBuilder provides scalability and flexibility to adapt to evolving needs. The platform’s customizable solutions and features ensure that OC United can manage its growth effectively and continue making a positive impact in the community.
Conclusion
OC United chose to partner with 123FormBuilder to successfully overcome data management challenges and improve community management. Of course, it remains committed to empowering individuals, families, and communities and creating lasting positive change.
Moving forward, OC United will continue to use 123FormBuilder to optimize its programs and services, foster community connections, and drive meaningful impact in the lives of those it serves.
