SFDO nonprofit cloud

Nonprofit Cloud’s Case Management and Program Management Module

Posted in: Blog
By: Rem Hoffmann

The Nonprofit Cloud Spring 2020 Release, will be released in two parts: April 29 and May 27. This new release is by far the most innovative we’ve seen in years. Our team came together to provide insights about the new case management and program management module, based on our perspective as long-time members of the nonprofit Salesforce ecosystem. It’s our mission at Exponent Partners to deliver solutions that best serve the social sector.  Human and social services organizations have long suffered from the nonprofit ‘starvation cycle’, and with the coronavirus pandemic they are being thrust into the position of being the front lines for all the new and pre-existing societal problems. These nonprofits undergird our social safety net, and they require all of our help to be able to respond to the unprecedented level of need. It is great to see Salesforce.org join this effort with products like Nonprofit Cloud Case Management and also with innovation initiatives like Impact Labs. Salesforce.org adds an important voice for attention, resources, innovation, and scale.

Exploring the New Program Management Module

By Richard Saunders, Director of Product, Exponent Case Management

At Exponent Partners we have a long held vision of a more connected, results-focused social sector. Human services organizations are realizing that they cannot solve large, complex social problems on their own and at the same time funders are increasingly requiring proof of results.

Key to achieving this social sector vision are:

  • Integrated Systems of Care and Service to facilitate collaboration and remove data silos, and
  • An Impact Maturity Model to help nonprofits move effectively from data tracking to outcomes management

Matrix program management complexity by organizational maturity

It is through this lens that we view the highly anticipated release of the Program Management Module as part of the Salesforce.org’s Spring ’20 product launch.

Program Management Module is a free, open source extension to the Nonprofit Success Pack that provides a starting point for human service organizations to begin defining and tracking data for their Programs and Services.

Nonprofit organizations now have a low cost, simple, platform-based solution for moving off of spreadsheets and paper and getting started with data tracking that is part of the Salesforce Nonprofit Cloud.

Graphic: Flow chart of Salesforce Program Management Module
Architecture of Salesforce Nonprofit Cloud Program Management Module


Why is Program Management Module a great solution for organizations to get started with data tracking?

  • Program and Service Definition. It provides a basic but flexible data model to define the Program and Services that your organization offers.
  • Participant Level Data Tracking. It provides a data model to track the engagements of participants in those programs and record the services they receive so outputs can be reported.
  • Program Cohorts enables grouping participants within programs.
  • Bulk Data Capture. In order to facilitate smooth data entry, PMM provides easy to configure and use elements for service data capture. Supported service capture modes include capturing multiple services for a single participant or multiple for different participants at once.
  • The Program Manager Homepage provides an overview of program activity.
Screenshot of Program Manager Home Page
Example Program Management Homepage

With the Program Management Module and the Spring ‘20 release from Salesforce.org, it is clear that Salesforce is investing in solutions for the sector. This is a first step and there is still so much to do to achieve the vision of a more connected, results focused social sector. However, we are excited that Salesforce is now focusing on this area and we look forward to partnering to achieve the vision.

“The Salesforce platform has been a powerhouse of a product for more than a decade. Our customers rely on it’s core functionality every day to deliver on their missions. As one of the first developers of the Nonprofit Success Pack I’ve always seen the value of excellent products built on top of Salesforce to deliver on specific nonprofit needs. It’s so great to see Salesforce focusing on building on top of the core platform for this important sector.”

— Steve Andersen, Vice President of Professional Services

Getting Started with Case Management

By Josie Alleman, Product Manager, Exponent Case Managment 

Nonprofit Cloud Case Management allows organizations to get started with a data model that supports many of the fundamentals of human service case management for a single program. From collecting initial demographics and assessment scores to service planning, service delivery, incidents and case notes, Nonprofit Cloud Case Management is an easy to use and reliable way to track important information about clients. We are so happy to see another wonderful case management product in the Salesforce ecosystem so that human services organizations of all sizes and needs have a choice of reliable products to better serve their clients.

“We were very excited to be a part of the first feedback for these new offerings. It’s been so exciting to see the products improve and be released so my team can implement enhanced solutions for our human services clients who need them to serve their most at-risk constituents.”

— Jennifer Paquette, Human Services Practice Delivery Manager

Built on top of the Program Management Model, Salesforce’s Case Management functionality is a potential next step in tracking service delivery to not only report accurate service provision data, but also get insights on tracking client progress. Client Cases and enrollments are easy to manage with the Case Manager Home Page and Client Snapshot. Nonprofit Cloud Case Management fits the use case of a small to medium organization with a single program model – it is easy to configure and easy to use.

With over 10 years of implementing case management solutions, we know that human services organizations are ever growing with multiple, complex data and outcome management needs. As Nonprofit Cloud Case Management is an excellent solution for organizations managing single programs, Exponent Case Management (ECM) is designed and built for larger organizations with multiple programs and funder requirements. ECM enables system administrators to configure comprehensive intake processes, longitudinal assessments, funder management, program fidelity navigation, and more. ECM’s solutions include preconfigured modules tailored to different human services sector programming with an outcomes management module to ensure organizations are on track to meet expected outcomes for their clients.

“From an architectural perspective, I’m thrilled that Salesforce is offering a foundation for program and services management that’s compatible with the Nonprofit Success Pack (NPSP) data model. We talk to clients that have a wide range of human services requirements – from fairly straightforward to extremely complex – as well as those that have a desire to link their existing fundraising efforts in NPSP to the services they deliver in order to gain a full view of their efforts. While Exponent’s ECM product scales to support the very complex use cases, it’s wonderful that Salesforce is investing in human services and will continue to mature a product that enables any organizations to manage their programs and services on the Force.com platform.”

— Scott Mostrom, Senior Solution Architect

What’s Next? Long-awaited Fundraising Features added to NPSP

In addition to program and case management, the latest Nonprofit Cloud release has exciting new features for fundraising and donor management. Check out the blog by Lara Kimberley to learn more about her “Fundraising Favorites in the New Nonprofit Success Pack Release.” One of the best things about the Salesforce platform is the flexibility nonprofits can leverage to pick-and-choose features and add-on apps. With all this flexibility, comes complexity. We can help you navigate these new features and decide if, when, and how they can be implemented to ensure maximum impact. Contact us today to get started!