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
Otto Bremer Trust uses Salesforce for grants management
OBT uses Salesforce Experience Cloud to populate and display grant applications on an online portal. Grantees can review, edit and submit their applications directly from the portal.

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
Otto Bremer Trust Grant Application
With FormAssembly integration, OBT screens prospective grant applicants and routes the approved applicants toward the correct grant application. Applicants from different regions and with varying types of funding requests are automatically directed to the relevant application. 


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
Otto Bremer Trust and Salesforce
Salesforce automation that schedules email alerts automatically to remind grantees to submit required reports and log activities for each approved grantee.