Case Study: New York State School Boards Association achieves increased efficiency and better data management with Fonteva

New York State School Boards Association - Customer Case Study

The New York State School Boards Association (NYSSBA), which supports 650 member school boards and roughly 7,000 individual board members, needed a smarter way to manage member data and daily workflows. Staff were wasting time pulling manual reports from an outdated system, user adoption lagged, and onboarding for hundreds of new members each year was labor-intensive — prompting NYSSBA to seek an association-focused CRM built on Salesforce.

NYSSBA implemented Fonteva’s native Salesforce association platform, gaining robust reporting, workflow automation, and ready-made features for renewals, events, and dashboards. The result: user adoption surged, more staff run their own reports, onboarding is automated (eliminating the need for three seasonal hires), travel is optimized via Geopointe, and overall efficiency, data management, membership growth, and staff morale have improved.

New York State School Boards Association

James Page

Director of Information Technology and Project Planning