Case Study: Oakland Public Education Fund improves volunteer data management with FormAssembly

How Oakland Public Education Fund Revolutionized Volunteer Data Management

Oakland Public Education Fund, a nonprofit supporting community resources in Oakland public schools, needed a better way to manage volunteer request processes and expense submissions. Its manual upkeep was time-consuming, and form data was not aligning properly with records in Salesforce. It had been using FormAssembly for 5 years.

FormAssembly helped Oakland Public Education Fund build custom volunteer forms with live data updates, dynamic picklists, workflow, and a Salesforce connector. The team created a portal-style experience for checking inquiry status and next steps, while also improving data accuracy for complex expense submission forms. As a result, the organization now manages 100+ volunteer forms and 1000+ expense submissions each year with less manual upkeep.

Oakland Public Education Fund

Nathan Bellet

Systems and Database Administrator