The challenge
Each of 14 locations used its own forms, with no standard versions. The same information was collected differently from site to site, then entered into Salesforce by hand, which made data inconsistent and reporting harder than it needed to be.
What I built
One standardized set of 10 digital forms, available wherever people need them:
- On the public website, for interest and applications
- Through a Salesforce Experience Cloud site, for participants and families
- In a staff Forms App (phone, tablet, Windows, and a signed Mac app) where staff search for forms, fill them out for anyone on their caseload, and track what's outstanding
- Every submission creates or updates the participant's record in Salesforce automatically
- When the organization already has someone's information, forms arrive pre-filled from Salesforce, so nobody types the same thing twice
Results
- All 14 locations use the same 10 forms and collect the same data
- Hand entry of form data into Salesforce eliminated
- Families and staff spend less time on paperwork thanks to pre-filled fields
- Cleaner, consistent data across sites for reporting and audits