National Association of State Boards of Accountancy - Case Study | Fonteva
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NASBA Transformed Business
Operations with Fonteva

Staff could standardize and automate workflows
Enhanced member experience
Increased member engagement online
360° view of membership activities

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

NASBA staff knew they needed a more flexible and robust technology system than the one that was in place. During fiscal year 2013, the association’s member services activities included five conferences and support to twenty-two committees, which meet throughout the fiscal year. Prior to implementing Fonteva, it was difficult to see the full picture of the association’s different components. For staff, reporting capabilities were extremely limited. And for members, applying for services wasn’t easy nor was making donations and payments.

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.

“Fonteva was the perfect solution. We were able to implement this project in less than three months.”
– Maria Caldwell, Chief Legal Officer & Director of Compliance Services, NASBA

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.”

Learn More about the Fonteva Solutions Used by NASBA

Membership

Fonteva Membership has the features associations require to develop and nurture relationships, manage events, measure engagement, drive collaboration, and achieve their mission.

Events

Fonteva Events is an enterprise event management software powered by Salesforce®. From online registration to agendas and planning logistics, Fonteva Events works seamlessly with your event operation.

Communities

Fonteva Communities provides everything associations need to deliver their self-service member portal. With Fonteva, associations get the ability to create online directories, public and private member communities, and unique microsites, all mobile ready with single-sign-on (SSO).

eCommerce

Fonteva eCommerce provides full revenue accounting in one complete package. Manage multiple business units, create an eStore to sell anything, and handle all revenue accounting needs such as sales orders, invoices, and refunds.

Membership

Fonteva Membership has the features associations
require to develop and nurture relationships,
manage events, measure engagement,
drive collaboration, and achieve
their mission.

Events

Fonteva Events is an enterprise event management software powered by Salesforce®. From online registration to agendas and planning logistics, Fonteva Events works seamlessly with your event operation.

Communities

Fonteva Communities provides everything associations need to deliver their self-service member portal. With Fonteva, associations get the ability to create online directories, public and private member communities, and unique microsites, all mobile ready with single-sign-on (SSO).

eCommerce

Fonteva eCommerce provides full revenue accounting in one
complete package. Manage multiple business units, create an
eStore to sell anything, and handle all revenue accounting
needs such as sales orders, invoices,
and refunds.