Case Study: New York State Health Foundation achieves 60x faster grant agreement generation with Conga Composer

New York State Health Foundation Generates Grant Agreements 60 Times Faster Using Conga Composer

New York State Health Foundation (NYSHealth) awards 50–60 grants each year to projects that improve health in New York. The grants management team was creating each grant agreement package—an Award Letter and a Payment & Reporting Schedule—by manually copying data from Salesforce into Word, a process that could take up to 30 minutes per package and required multiple checks to ensure accuracy.

By integrating Conga Composer with Salesforce, NYSHealth now generates branded, customized grant agreement packages with a single click, automatically merging standard and custom data into Word templates. The process now takes about 30 seconds per package—60 times faster—eliminates retyping, improves accuracy and user satisfaction, and is also used to produce other internal and external documents like financial forms, payment authorizations, and proposal summaries.

New York State Health Foundation

Ursula Stewart

Senior Grants Associate and System Administrator