Pay It Forward’s process for entering donor information was itself not as complicated as it was tedious. Pertinent data on each of their benefactors is collected throughout the year and stored in an Excel spreadsheet. To secure a tax credit for those donors, Pay It Forward must enter the names, addresses, social security numbers, and other data on each, one-by-one, into an online form provided by the Georgia DOR. The job involves copying, pasting, typing, and submitting a single form for each of Pay It Forward’s thousands of donors. Because the state’s unusual stipulation gives Pay It Forward just 24 hours to enter all of this information, the non-profit has historically been forced to hire up to 30 temporary data entry workers to help with the work. The organization considered several alternatives, to make this big job easier. The team arrived at Nintex Foxtrot RPA, software that would ultimately automate the process of pulling data from their donor spreadsheet and entering it into the state’s online forms.
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