NASBA Transformed Business
Operations with Fonteva
The National Association of State Boards of Accountancy (NASBA) was founded in 1908 with the mission of serving the nation’s 55 state boards of accountancy by providing a forum for accounting regulators and practitioners and offering members products and services to support the goals of state boards.
The Challenge
The Bottom Line
Scalable Association Software Built on Salesforce®
Implementing the Fonteva Platform transformed the association’s business operations. Staff members were able to standardize and automate workflows, email templates, and internal email alerts. In addition, NASBA provided a more robust online community for its members, while making it more convenient to accomplish certain tasks online, such as registering for events, renewing their memberships, tracking donations, or viewing committee activities. By harnessing the power of Fonteva — a cloud-based association platform built native to Salesforce®—NASBA was able to organize and manage their membership and events all in one place and access it via desktop or mobile.
Further, NASBA enhanced the member experience of its portal by creating a simple video explaining how to use it. Doing so reduced the total number of calls from members asking for assistance and increased their ability to do what they really needed to do rather than sitting on the phone waiting for support.
Fonteva’s member portal and other key features make it that much easier for the NASBA to fulfill to its commitment to being mission driven and member focused. With right technology solution in place, the association, which was named Nashville’s best nonprofit business for 2014, is well-positioned to carry out its vision of “performing all services with excellence.”