Case Study: The Opportunity Network streamlines student data management with FormAssembly

The Opportunity Network - Customer Case Study

The Opportunity Network, an NYC-based nonprofit, needed a better way to collect and manage student information. Before using FormAssembly, staff relied on multiple software platforms and then manually entered data into Salesforce, which created delays and wasted time.

With FormAssembly through Idealist Consulting, The Opportunity Network created a central place for forms and connected submissions directly to Salesforce. The organization says the system now makes data cleaner and more consistent, appears in Salesforce immediately, and supports growth from 25 students to 140.

The Opportunity Network

Megan Nestor

Associate Director of Programs