Webinar: How To Improve Outcomes for the Underserved using Equity Dashboards – April 30th

Does your organization value equity? Are your program managers interested in maturing from basic data collection to meaningful data analysis? United Way Bay Area (UWBA) is a multi-service agency dedicated to economically disadvantaged communities across 8 counties. In addition to using Salesforce reports and data to visually manage programs, UWBA has also created new equity monitoring dashboards to proactively identify opportunities for evolving their programs and services.

Join Norman Cheng, Program Analyst at UWBA, and Sean Speer, Account Executive at Exponent Partners to learn how UWBA uses Exponent Case Management to gain new and valuable insights that help improve outcomes for traditionally underserved groups by cross-referencing dimensions of client assessment data and demographics.

This 45-minute webinar on Thursday, April 30th at 10am PT / 1pm ET will include time for Q&A discussion and will help you explore:

  • Using data to ensure equitable service and outcomes for clients.
  • Pivoting your fields, summaries, and layouts to gain new insights into your data.
  • Identifying outcome areas where gaps exist, so that you can work on areas for improvement.


Norman Cheng
Program Analyst @United Way Bay Area
Norman has worked in IT for over 15 years. Before joining UWBA, Norman taught job skills for 10 years at a nonprofit workforce development organization. He is passionate about harnessing technology to help nonprofits see the value of collecting data for the organization to report out their outcomes, but also have data serve a purpose for them to enable their day-to-day service delivery and outcomes to be improved.

Sean Speer
Account Executive @Exponent Partners
Sean brings almost a decade working in the nonprofit Salesforce space and has worked with almost every size and shape of organization, including a brief stint with commercial clients, including Airbnb, Reddit, and Nextdoor. He returned to Exponent Partners after a busy few years when he got married, toured Asia on a motorbike–volunteering with various NGOs along the way–and worked with several other partners in the Salesforce ecosystem.