Case Study: University of Houston streamlines donation processing with Formstack

University of Houston cuts donation processing bottlenecks with Formstack after $1.1B in gifts

The University of Houston faced a significant challenge in manually processing over $1.1 billion in annual donations. Their slow, paper-based system required staff to manually enter data into Excel sheets, share information via email, and physically route documents for signatures, leading to bottlenecks and data entry issues. To address this, they turned to Formstack for a digital solution.

Using the Formstack platform, specifically Forms, Documents, and Sign, the university implemented an entirely digital donation workflow. A secure form now automatically generates finalized documents, which are routed for e-signatures with automated notifications. This solution eliminated manual data entry, improved data security, created compliant processes, and significantly reduced bottlenecks and costs for the University of Houston.

University of Houston