Case study
Moving a school organization's payments and forms online
A parent-teacher organization serving 500+ students and families modernized how it collected payments and forms and strengthened its financial controls.
The problem
School organizations collect money and paperwork all year: field trips, spirit wear, dances, and more. Handling that on paper and in person is slow for families and hard to track for volunteers who change every year.
Scope
- Website administration and online payment and form workflows
- Field trip, spirit wear, and school-event payment coordination
- Financial and vendor coordination using QuickBooks Online and Bill.com
- Nonprofit governance and leadership transitions
Contribution
- Led the organization as president
- Administered the website and online collection of payments and forms
- Modernized financial operations with QuickBooks Online, Bill.com, and stronger financial controls
- Coordinated vendors and facility and technology projects for the school
Deliverables
- Online payment and form workflows
- Financial control and bookkeeping processes
- Vendor and project coordination
Outcomes
- Families could pay and submit forms online instead of on paper
- Recognized with the county School Board Unsung Partner Award (2024 to 2025)
Organizations listed here illustrate professional experience. They are not necessarily current Pathway ID clients, and listing them does not imply endorsement of Pathway ID.
Facing a similar problem?
Describe what you are working on and we'll suggest a next step.