Case Study: Year Up streamlines form collection and data entry with FormAssembly

A FormAssembly Case Study

Preview of the Year Up Case Study

Year Up - Customer Case Study

Year Up, a one-year intensive training program for low-income young adults, was using a mix of paper forms and web forms for student and volunteer records before FormAssembly. The process was inefficient, involved manual re-entry into Salesforce, and created a high risk of error, especially for paper timesheets and an eight-page student application.

Year Up chose FormAssembly to streamline information collection and send data directly into Salesforce. The company moved internship timesheets, select application forms, and student interest forms online, which improved data quality and let staff review applicant interest forms in Salesforce immediately. FormAssembly also helped Year Up reduce duplicate work and speed up the admissions process, while the support team was described as responsive and helpful.


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Year Up

Jon Haseltine

Senior Director of Operations & Strategic Planning


FormAssembly

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