The Otto Bremer Trust (OBT) is a private charitable trust based in Minnesota. OBT has awarded more than $1 billion to communities in its region, supporting initiatives in Minnesota, Montana, North Dakota, and Wisconsin.
Fíonta has worked with OBT since 2020, initially supporting improvements to its Salesforce instance and implementing Marketing Cloud Account Engagement (formerly Pardot). Most recently, the focus has been on managed services to personalize and centralize the grants management process.
Managed Service Features
Integrated documentation and reporting to simplify the grant review process
- Document merge generation for internal grant review processes
- Management of due diligence process for grant review
- Customized grantee reporting processes
- Integration of 3rd party form tools with native Salesforce grant management system

Engagement Highlights
Highly customized Salesforce internal user experience
- Custom-developed Conflict-of-Interest management tool
- Automated notifications for grant applicants and recipients
- Created custom validation processes to ensure data integrity and completeness
- Managed custom-built trustee review process and user interface

Impact
A streamlined process with automated checkpoints
- Ensured transparency and efficiency of documenting staff and trustee conflicts of interest with prospective grantees
- Streamlined trustee review process
- Improved document generation for internal review of grants and grant payments
