How Concordis Education Partners streamlined operations across multiple schools with Formaloo

Company: Concordis and ACCS

Industry: Education support services / school operations

‍Use cases: CRM, teacher evaluations, internal workflows, website forms

‍Location: Boise, ID, USA

Concordis works side by side with Classical Christian schools, helping them run stronger operations through administrative, academic, and support services. Their mission is to equip schools with the behind-the-scenes systems they need to thrive.

As their work expanded across multiple school partnerships, Concordis needed more than simple forms. They needed flexible internal systems that could support school-facing workflows, centralize information, and reduce the back-and-forth that slows teams down.

That’s where Formaloo came in.

About Concordis Education Partners

Concordis Education Partners walks side by side with Classical Christian schools, providing the administrative, academic, and discipleship tools they need to thrive. As a strategic support partner for schools affiliated with the Association of Classical Christian Schools (ACCS), Concordis handles everything from launching new schools to consulting, teacher training, and special needs services — essentially the full operational backbone that lets schools focus on their mission.

With a growing network of partner schools and a lean internal team, Concordis needed systems that could scale without adding headcount.

The challenge

Supporting multiple schools means managing a high volume of ongoing communications, evaluations, and intake processes, all at once. Without a centralized system, each touchpoint generated its own thread of back-and-forth emails, making it hard to track progress, maintain consistency, or keep information organized across schools.

Heather Lloyd, Executive Director at Concordis, describes what this looked like in practice: every single engagement was a chain of emails. Follow-ups, clarifications, confirmations, all sitting in inboxes, disconnected from each other and from any single record of truth.

The team needed a platform that could bring forms, data, workflows, and communication together in one place, without requiring a developer to set it up.

For Concordis and ACCS, that included:

• building and managing internal workflows
• creating school-facing website forms
• organizing teacher evaluations
• running backend systems like CRMs
• keeping communication clear across engagements

Before Formaloo, too much of that operational work relied on fragmented tools and long email threads. Important information could easily get buried, and every new engagement created more coordination overhead.

Why Formaloo

With Formaloo, Concordis built a flexible operational system that could support different parts of the organization in one place.

Using Formaloo’s all-in-one platform for forms, apps, portals, and databases, their team created backend systems for the schools they partner with, including CRMs, teacher evaluation workflows, internal processes, and website forms. Formaloo is designed to combine forms, databases, apps, and workflow capabilities in one platform, which aligns closely with this kind of multi-use operational setup.

Instead of stitching together separate tools for data collection, workflow management, and follow-up, Concordis could keep everything organized inside one system.

Concordis explored options that could handle their unique mix of needs: CRM-style contact tracking, structured evaluation forms, internal process workflows, and public-facing website forms, all under one roof.

Formaloo's no-code flexibility made it possible to build exactly what each use case required, without custom development. The ability to create purpose-built forms and connect them to organized data views was the deciding factor.

How they use Formaloo

Concordis deployed Formaloo across four key areas of their operation:

CRM for partner school relationships — tracking interactions, contact details, and school-specific information in a structured, searchable format rather than scattered spreadsheets or email threads.

Teacher evaluations — building evaluation forms that collect structured feedback, making it easier to review and act on results consistently across schools.

Internal workflows — replacing multi-step email chains with structured processes that move information forward automatically, keeping every stakeholder aligned without the back-and-forth.

Website forms — capturing inbound inquiries from schools seeking support, feeding them directly into their systems rather than landing in a generic inbox.

The results

Formaloo helped Concordis reduce communication overhead and bring greater structure to their work across partner schools.

The impact was felt immediately at the process level.

Heather Lloyd

Executive Director, Concordis Education Partners & ACCS

‘‘Formaloo has been an invaluable tool for helping us build backend systems for the schools we partner with. From CRMs to teacher evaluations, internal workflows, and website forms, we're using this powerful platform across multiple parts of our organization. This platform has truly been a game changer for our team.’’

For an organization running dozens of active engagements with partner schools at any given time, that adds up fast — fewer threads to manage, less time spent tracking down information, and a clearer picture of where every process stands.

For the team, that translated into:

• fewer repetitive internal emails
• more consistent workflows
• better organization across engagements
• more flexibility to build systems without heavy development work

Why it worked

Concordis did not need a single-purpose tool. They needed something flexible enough to support operational workflows across different school-related use cases.

Formaloo worked because it gave them one place to build and manage:

• powerful forms
• workflow logic
• internal tools
• dashboards and data views
• portals and structured access

These are also some of the core capabilities that make Formaloo valuable for teams managing complex workflows, approvals, portals, and operational data.

Built for teams supporting schools at scale

For organizations like Concordis and ACCS, strong school support depends on strong internal systems.

With Formaloo, they were able to reduce friction, simplify collaboration, and build backend processes that better support both their team and the schools they work with.

Whether you're supporting a network of schools, managing a services organization, or running a non-profit with a lean team, Formaloo gives you the tools to build the backend systems your work actually needs — without writing a single line of code.