Formstack allows me to make a difference in the lives of young people and spend more time doing that and less time doing paperwork.

I'm Andrew Beavers. I am the solutions delivery specialist with SU Australia.

What were the challenges before using Formstack?

We merged seven state entities and another organization into one in SU Australia. No one was using the same thing. Everyone was using a mix of different CRMs, different event management tools. Everything from downloading Word documents to filling in paper application forms to online forms that didn't sync with databases.

So how do we manage 8.5 thousand volunteers, 500 events, eight different states with different regulations? So how do you build all that into systems that allow volunteers to do things really simply?

How do you use Forms, Documents, and Sign together? 

At the moment, we're rolling out a really big event management. So we're running 500 events across the country, from fundraising dinners, to holiday camps, to missions, to schools groups. And so we're implementing Formstack in a multitude of ways, from the initial registration process to credit card applications, payment request forms, internal funds transfer forms, merchandise request forms.

So there's a whole series of forms that we can embed into our system and allow people to go on that process. If we need documents, it'll automatically straight fill into the documents. And the many signatures, we can do that as well. So being able to get that really nice mix together and they're all working really nicely in a workflow is fantastic.

What results have you seen with Formstack? 

We've just run through a new credit card application process. It's going to save about 35 to 40 minutes on every credit card application form just because someone fills in an online form, it merges into a doc, it gets sent out for signature, digital signatures come back. It's a really nice smooth process.

What impact has Formstack made on your team?

If I can simplify their administrative workload and reduce the time they're spending filling in forms, looking at spreadsheets, it's really freeing to go, oh, there is a better alternative to the way we were working is, if we can implement these Formstack forms, we're going to save ourselves time and we're going to make life easier for our volunteers out in the field, which is fundamentally what we're here to do.

What does the future look like with Formstack? 

Having the forms, docks, and sign all in one place just allows us options to go, OK, where do we need to collect and where do we need an outcome? And so we've got this suite of tools that allows us to sit down with a user group and go, OK, this is your current workflow. How do we improve that? How do we streamline that? How do we make that more effective and just putting in the right tools to solve each of our user groups problems? So we're really excited about where we can take some of these tools into the future.

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