CASE STUDY 7

Faith-Based Organization (Texas)

From paperwork overload to a volunteer-friendly data system.

ORGANIZATION OVERVIEW

Type: Faith-Based Community Outreach Organization

Location: Texas

Size: 150+ volunteers, 12 community programs

Mission: 150+ volunteers, 12 community programs

THE CHALLENGE

This organization relied heavily on volunteers — most of whom were not tech-savvy.

Challenges included:

  • Paper forms that required manual data entry
  • Disconnected spreadsheets for food distribution, outreach visits, and family support
  • Staff overwhelmed with administrative tasks
  • Inconsistent data across programs
  • Limited visibility into service gaps or high-need families

They needed a simple system volunteers could use without frustration.

GOALS & DESIRED OUTCOMES

The organization wanted to:

  • Simplify data entry
  • Reduce time spent processing paper forms
  • Improve accuracy and consistency
  • Build dashboards leaders could check weekly
  • Strengthen reporting for donors and grant partners

SANDAI’S
APPROACH

SaNDAI created a human-centered, volunteer-friendly solution:

  • Replaced paper forms with a mobile-friendly digital intake

  • Built a simple “Volunteer View” dashboard

  • Standardized all program forms into one consistent format

  • Designed everything with no jargon, big buttons, and clear steps

  • Trained volunteers using hands-on demonstrations

THE SOLUTION DELIVERED

  • A unified outreach and distribution dashboard

  • Easy mobile intake forms for volunteers

  • Automated weekly summaries for leadership

  • A simplified workflow that eliminated manual entry

THE RESULTS

75% reduction in time spent processing paperwork

Volunteers adopted the new system within one week

Leadership gained real-time insight into who was served

Data accuracy increased dramatically

Donor communication improved with stronger metrics

IMPACT ON
MISSION

Staff and volunteers now spend more time connecting with families — and less time wrestling with paper forms — strengthening community relationships and service delivery.

WHY THEY CHOSE SANDAI

They needed a data partner who valued simplicity, volunteer capacity, and human connection as much as they did.

WHAT’S NEXT

SaNDAI is adding automated outreach reminders for families needing follow-up services.

CLIENT TESTIMONIAL

“We were drowning in paperwork. SaNDAI listened, simplified everything, and built a solution our volunteers could actually use. No coding, no confusion, just clarity.”

— Administrative Pastor