Health-ISAC

Offering a trusted community for healthcare stakeholders to share physical and cyber threat intelligence, best practices, and resources.

  • Associations
  • Salesforce

Aligning people, processes, and platforms

Health-ISAC partnered with Fíonta to assess and refine its existing Fonteva and Salesforce implementation. The goal was to resolve legacy issues, reduce manual processes, and make better use of the tools already in place.

Challenges

  • Technical debt from earlier implementations
  • Low user adoption
  • Repetitive and manual processes
  • Lack of visibility into member and event data

Solutions

  • Address technical debt and simplify workflows
  • Reduce staff burden and workload 
  • Create systems with greater functionality
  • Introduce automated workflows 
  • Design dashboards and reporting tools

Results

  • 150
    hours saved per year with automated workflows
  • Improved event registration and member communication workflows
  • Increased access to data through dashboards and automation

Fionta has been an excellent partner with Health-ISAC!

Linda Joseph Chief Operating Officer

Project highlights

  1. Built a vendor management system

    Created a custom “Vendor Participation” object to manage vendor relationships, track event participation, and monitor benefit fulfillment. This replaced spreadsheet-based tracking with a centralized, reportable system.

  2. Automated key processes and systems

    Introduced automated workflows for onboarding task creation, member provisioning, and member dashboard generation. Member dashboard generation has the potential to save 900+ hours annually once fully implemented. Developed system to assign benefits based on subscription levels, which reduced staff workload and improved consistency across member accounts.

  3. Improved Fonteva Events

    Reconfigured event functionality to align with Health-ISAC’s internal processes. Enhancements included tailored communication journeys, sponsorship tracking, benefit application, and automated registration approvals.

  4. Created dashboards and reporting tools

    Built custom dashboards for event metrics, member engagement, and benefit usage. These tools provide staff with easy access to real-time data for outreach and decision-making.

Project Summary

Fíonta worked closely with Health-ISAC to reimagine its use of Fonteva and Salesforce. The approach focused on simplifying the system, reducing unnecessary customization, and empowering staff to fully leverage the technology.

Fíonta facilitated extensive discovery sessions to identify pain points, prototype potential solutions, and prioritize needs. To ensure coordinated implementation, Fíonta partnered with internal staff and other vendors and helped the team understand core platform capabilities.


Outcomes

Health-ISAC’s modernized Salesforce and Fonteva environment is now streamlined, intuitive, and aligned with staff workflows. By optimizing its technology and realigning processes, Health-ISAC transformed a complex, underused platform into a powerful tool for day-to-day operations and member engagement. 

Fíonta continues to provide consulting and support to Health-ISAC through Accent managed services.

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