The Institute for Family Development (IFD)

The Institute for Family Development (IFD) Highlights Improved Efficiency for Billing Tasks: Reduced billing prep time for programs by 80% Increased Access to Custom Reports: Instead of waiting up to a month for a custom report, users can create their own in

Categories: Case Studies, Exponent Case Management, Human Services|

California Human Development (CHD)

California Human Development (CHD) Highlights Reporting: Reduced prep time from 2 weeks to 1 day Quality Assurance: Monitoring program delivery remotely and automatically saves time and ensures better product Data: Enhanced visibility into data used to secure a $5 million grant ECM

Categories: Case Studies, Exponent Case Management, Human Services|

Mission Economic Development Agency (MEDA)

MISSION ECONOMIC DEVELOPMENT AGENCY (MEDA) Highlights Provided a holistic overview of families in Promise Neighborhood Increased collaboration & service integration across partner agencies Unified partner data for better program decisions & collective impact My favorite part of working with Exponent Partners was

Wayne Metropolitan Community Action Agency

WAYNE METROPOLITAN COMMUNITY ACTION AGENCY Highlights Provided unified access to critical donor and constituent information Automated event donation and interest form collection on website Increased client and staff engagement with SMS Magic texting app Salesforce is a one stop-shop to know what

Categories: Case Studies, Human Services, QuickConsult, Quickstart|Tags: , |

Upwardly Global

UPWARDLY GLOBAL Highlights Increased consistency of data entry & accuracy of key metrics Transformed image within the nonprofit community Gained new capabilities for data tracking and reporting Decreased time to create quarterly reports from 60 to 5 hours The broad range of

Categories: Case Studies, Human Services|

Solutions for Change

SOLUTIONS FOR CHANGE Highlights Migrated case management for their three programs serving homeless families from paper-based records to accessible cloud-based solution Streamlined intake process with a form tailored to their programs Enabled fast, convenient reporting on specific populations served and other key

Categories: Case Studies, Exponent Case Management, Human Services|

Phipps Neighborhoods

PHIPPS NEIGHBORHOODS Highlights Replaced off-the-shelf case management system with customized solution Aggregated agency data, while also collecting unique data by program Enabled analysis of program results over time through assessments We wanted a system that gave us a good foundation, but also

Categories: Case Studies, Human Services|

Innvision Shelter Network

INNVISION SHELTER NETWORK Highlights Replaced an MS Access database with Salesforce Eliminated double data entry and paper files 50% time saved on completing program exit process Our case managers now have online access to their clients’ entire history. Everything our employee needs—from

Categories: Case Studies, Human Services|

Council on Accreditation

COUNCIL ON ACCREDITATION Highlights Created two portals for volunteers and staff Centralized data by connecting portals into one Salesforce database Transformed a paper-based accreditation process into an user-friendly electronic system Built a system that can grow with organization’s needs I knew Exponent

Categories: Case Studies, Human Services|

The HomeKeeper National Data Hub

THE HOMEKEEPER NATIONAL DATA HUB Highlights Established standard metrics to measure the performance of individual homeownership programs Created the infrastructure to measure the social impact of homeownership programs on a sector-wide level With their proven track record and deep expertise in Salesforce,

Categories: Case Studies, Human Services|