Do you have a nagging question about your organization’s Salesforce setup, what third-party apps would help increase your efficiency or how to know if it’s time to work with a virtual Salesforce administrator? Or are you just curious to hear what other organizations are focusing on and how they’re using Salesforce to help create impact in their communities?

Access this on-demand recording of our webinar to get access to an interactive, “ask me anything” session with Joshua Shaughnessy from the Exponent Partners Success Center. Josh, a managed services consultant on the team, has many years of experience helping nonprofit organizations with participatory methods, data collection and management systems. He’s excited to take your questions and provide insightful recommendations. Josh gets really excited working with organizations on effective data governance and change management, optimizing processes to reduce redundant work and minimize technical debt, and enhancing organization’s ability to track outcomes and impact. Josh answers questions focusing on:

• What are some ways to reduce technical debt?
• What are some challenges when designing or building solutions? What are some helpful ways to build solutions to address staff or organization needs?
• How can we recover if our instance of Exponent Case Management is deleted?
• How should we know if a virtual admin service is right for us?

Access the on-demand webinar now for this fantastic opportunity to tap into the Exponent Partners braintrust and come away with practical and helpful insights! 

Time and attendance management is critical for workforce development programs. It enables organizations to toss out those manual timesheets and ensure that every minute is tracked automatically, establishes a transparent work environment, cultivates time management and improves compliance by eliminating the chance of human error. It can also ensure that employees or laborers are paid on time and without error, which is key to fostering satisfaction. 

Center for Employment Opportunities (CEO) has a transitional jobs program that supports over 300 workers, across 30 sites, to get same-day pay while gaining skills and work history. After launching a project to replace their payroll processor, unexpected delays put them at risk of not being able to process payments to their workers. Register for our upcoming webinar to see how they used Exponent Case Management and FormAssembly to fill the gap between transitioning to a new payroll process without interrupting service. 

Sign up to access this on-demand webinar to learn: 

• The benefits of tracking time and attendance digitally 
• How to support employment outcomes at every stage
• How to leverage ECM’s Workforce Development Module and FormAssembly to track time and attendance 
• Ways to improve efficiency and compliance

Watch this webinar, recorded in June 2022 to discover how the City of Boulder Amplifies Impact By Using Exponent Case Management and Formstack as part of their data management strategy.

When it comes to data, it’s best to act strategically and proactively instead of ad hoc and reactive. Data management includes all the processes for proactively collecting, organizing, protecting, storing, and sharing data. If your human services organization understands how important data is in decision-making and creating efficiencies, you probably have some data management tools in place.

Are these data management processes working together efficiently? Are there gaps where additional tools can help you capture data meaningfully that aligns with your organization’s overall mission?

Watch this webinar featuring the City of Boulder’s Senior Data Analyst and Salesforce Admin, Nicolia Eldred-Skemp to discover how human services organizations and government agencies alike can use the thousands of integrations available on Salesforce to capture, manage and store client data effectively. We’ll walk through how the City of Boulder uses Formstack forms and documents to capture client information and Exponent Case Management to manage, analyze, report on outcomes, and drive radically better impact for the communities they serve.

Watch this on-demand webinar to learn how you can: 

• Effortlessly manage and track client data
• Save staff time with data entry and data management
• Create complex personalized communication and legal documents
• Access thousands of tools to support your organization

Register here!

Nicolia Eldred-Skemp
Senior Data Analyst and Salesforce Administrator, City of Boulder

Nicolia Eldred-Skemp is a Senior Data Analyst and Salesforce System Administrator for the City of Boulder’s Housing and Human Services Department. She supports 10 different programs utilizing Salesforce and ECM, with focus areas ranging from providing child care subsidies to low income families, to providing eviction prevention assistance and community mediation services, to managing millions of dollars federal grants for affordable housing projects and permanently affordable homeownership opportunities. 

Prior to moving to Colorado, Nicolia received her Master of Public Health (MPH) in Epidemiology at Columbia University and worked as a data analyst for a variety of public health nonprofits, local governments, and academic institutions in Oregon, New York, and California. She lives with her husband, toddler, and two cats in Lafayette, Colorado.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social good enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing. 

When she’s not doing the marketing thing, you can find her coast side with her French Bulldog, Aurora.

Mira Greene
Solution Engineer, Exponent Partners

Mira spent over a decade working in nonprofit management for both arts and human services organizations before joining the Exponent Partners team. Her first-hand experience as a lone Salesforce Admin juggling many other responsibilities allows her to work with customers to quickly understand their unique business processes and data needs, with an emphasis on reducing administrative work through process automation and using dashboards and reporting to help program staff take ownership of data.

When not at work trying to keep her cat from walking across her keyboard, Mira enjoys baking, reading, reading about baking, and aggressively hugging her training partners in Brazilian jiu jitsu.

Connor Frisina
Account Executive, Formstack  

Connor has been with Formstack for over a year and specializes in consulting with new customers to find the best solution that fits their needs. His expertise is around understanding use-cases at a high-level and matching Formstack’s capabilities with those use-cases. He has a wide range of examples on how Formstack has been used with; non-profits, higher-ed, healthcare, financial services, and more. 

When he’s not talking about Formstack, you can find him enjoying the great outdoors of Colorado. In his free time, you can guarantee he’s either skiing, fly fishing, camping, hiking, or riding around in his Jeep.