Case Study: United Way of Roanoke Valley empowers staff and streamlines community services with Jotform Enterprise

United Way Roanoke Valley empowers staff and engages its community with Jotform Enterprise

United Way of Roanoke Valley (UWRV) needed a flexible, affordable, easy-to-use way to digitize forms and streamline operations across programs, including community health surveys, donor processing, and event registrations. With a lone IT staff member, the organization needed a no-code solution that staff could use with minimal training, while also protecting sensitive information and supporting mobile fieldwork.

Using Jotform Enterprise, UWRV built drag-and-drop forms, Teams-based workflows, HIPAA-enabled pages, e-signature collection, Digest Emails, and payment integrations to automate data collection and reporting. Jotform helped the organization increase processing speed for designated gifts from one week to same day, support 20,000+ submissions per month, and record 5,002 contacts with families for its annual impact report, while improving privacy, efficiency, and staff independence.

United Way of Roanoke Valley

Becky Dudley

Database Manager