Health-ISAC’s initial configuration of Salesforce and Fonteva no longer aligned with the organization’s growing needs. As operations evolved, the system relied on a mix of legacy configurations and workarounds, making it difficult to manage data and processes efficiently.
The system had accumulated inefficient workarounds and customizations from earlier implementations that conflicted with core Fonteva functionality. This affected usability and overall system performance.
Staff members were not fully utilizing the platform. Many relied on external spreadsheets and manual workarounds, which introduced inefficiencies and reduced data reliability.
Workflows such as onboarding tasks, member provisioning, and reporting were managed manually. These processes created data bottlenecks and increased staff workload.
Staff had limited access to actionable insights. Dashboards and reports were either unavailable or difficult to compile, slowing internal processes and communications.
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.
Facilitated discovery sessions to identify pain points, prototype potential solutions, and prioritize needs. Partnered with internal staff and other vendors to ensure coordinated implementation.
Helped the team understand core platform capabilities, enabling smarter use of out-of-the-box features and reducing reliance on workarounds.
Removed outdated or conflicting customizations and resolved configuration issues. Reduced system complexity to improve performance and align with standard Fonteva functionality.
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
Developed an automated system to assign benefits based on subscription levels. This reduced staff workload and improved consistency across member accounts.
Reconfigured event functionality to align with Health-ISAC’s internal processes. Enhancements included tailored communication journeys, sponsorship tracking, benefit application, and automated registration approvals.
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.
Introduced automation to improve efficiency across core workflows:
Onboarding task creation now saves approximately 10 hours per year.
Member provisioning automation saves more than 150 hours per year.
Member dashboard generation has the potential to save 900+ hours annually once fully implemented.
Health-ISAC’s modernized Salesforce and Fonteva environment is now streamlined, intuitive, and aligned with staff workflows.
The project resulted in:
- A significant reduction in time spent on manual processes
- Increased staff adoption and confidence in the platform
- Improved event registration and member communication workflows
- Better access to data through dashboards and automation
- A sustainable solution that supports long-term growth and strategic goals
Health-ISAC transformed a complex, underused platform into a powerful tool for day-to-day operations and member engagement by optimizing its technology and realigning processes.
Fíonta continues to provide consulting and support to Health-ISAC through Accent managed services.
Steering all project facets like budget, schedule, scope, and risk management while collaborating with technical leads on risk handling, our project managers serve as the primary liaison with clients, offering frequent updates on project progress.
Leading project solution implementation and coordinating technical processes, our technical leads manage the design, build, internal QA, user acceptance testing, and deployment activities, thus ensuring timely, quality deliverables. Sometimes doubling as solution architects, they work closely with project managers to manage risks and serve as primary client contacts.
Enhancing client satisfaction by maximizing Salesforce investments through expert configurations, diligent task completion, and comprehensive testing for optimal results.
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