Our Consulting Services

We’re a team of expert strategists, system architects, project managers and implementation specialists on a mission to make nonprofits radically better at driving social impact. Although collecting, analyzing, and reporting your data is critical, it’s not enough to get you where you want to go. In a complex and uncertain world, we equip nonprofits with information systems that extract the real value in their data, help them see the issues with total clarity in realtime, and build their capabilities for a sustainable future.

We only work with nonprofits in education, human services, and philanthropy, because they’re solving the toughest problems and can make the biggest difference. Since 2005, we’ve helped over 700 clients scale their social impact, because when they do better, we all do better

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We’ve not only been in your shoes, but we’ve also been a social impact organization from day one. As your long-term strategic partner, we don’t just zero in on one part of your organization but look at the 30,000-foot view. With us, it’s never a one-and-done. By decoding your data, we bake value into your technology, moving you from measuring productivity to driving better outcomes in real-time.

Business Process Analysis

Analyzing your organization’s processes is core to each planning project. Understanding how your staff does its work and the data you need to collect ensures we translate your needs into the best system design. This has been a long-accepted technique for building successful enterprise software, but often developers building for nonprofits take shortcuts in understanding the unique aspects of these organizations as a whole, not to mention individual variations. We, as Salesforce consulting partners, are experts in business process analysis and apply it in our planning engagements and phases to make sure your solution is as unique as your organization.

More than efficiency, it’s real ROI.

We’re hands-on consultants, making sure your strategy binder won’t collect dust on a shelf. We roll up our sleeves to get into the weeds of your planning and goals so we can build future-proof technology to deliver your mission. No more piece mealing together redundant or obsolete legacy software. We make sure you measure the right things to give you real-time insights that drive your performance and speed up your ROI. Think of us as your CIO on-demand.

With the right map in front of you, we cut out the wrong turns.

We’ve got over 1,700 social impact projects under our belts, so we know how to plan and execute your project. We start with your core functionality and help you prioritize features, keeping you from getting distracted by infinite options. And by being realistic, we’re careful not to over-engineer, which lets you test as you go. With us by your side, we build your team’s capabilities, getting everyone trained and comfortable with the new tools so you can hit the ground running.

With you every step of the way.

You can have great strategy and implementation, but you won’t get the ROI you’re looking for without long-term support. Ramping up your in-house team takes both time and money, so we provide just the right level of customer support to drive adoption and manage the technology. With the entire Exponent Partners team at the ready, there’s always someone there to answer your problem.

Our tiered support plans include support for both your day-to-day questions as well as the on-going evolution of your system. You benefit from:

Unlimited How-To Guidance

Your system admin will receive direct guidance on basic Salesforce and solution-specific administrative tasks, which is crucial for Salesforce admins to come fully up to speed on your solution. Your system administrator can log cases and track their progress through access to our support portal. A Support Expert will directly respond to your inquiries within one business day. You’ll benefit from support for all applications installed by our team. You’ll also have access to the Nonprofit Success Center, a knowledge base of rich Salesforce content and nonprofit business process articles.

Hands-On Help for Enhancements

You’ll choose a block of enhancement hours (in consultation with your account manager) to adapt and tweak your solution as you use the system. This includes configuration (e.g. creation of views, reports, fields, objects, user administration), additional data migration, and 1:1 training.

Have peace of mind knowing that we’re here for you when you need us. Think of us as your partners in long-term Salesforce success. All Support Plans include unlimited how-to support, and you’ll get a response in one business day, guaranteed!

“With Exponent Partners’ help, we completed our implementation in one-third of the time and at a fraction of the cost of a traditional IT project. They helped us think innovatively and strategically about how we tackled this monumental project.”

On Demand: A Data-Driven Approach to Tackling Homelessness

This webinar was recorded on Thursday, January 13th, 2022. Watch this webinar to learn how nonprofit organizations can leverage Exponent Case Management’s HMIS Module to manage all aspects of their supportive housing…

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Case Study: The William Penn Foundation

Established in 1945, the William Penn Foundation’s mission is to help improve education for low-income children, ensure a sustainable environment, foster creative communities that enhance civic life, and advance philanthropy in the…

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Get started with a free consultation.

Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.

Exponent Case Management

Exponent Case Management is built for the needs of today’s human services agencies. You need to prove results to your funders, access data that informs improvements to your programs, and reduce manual work for your staff. Our product provides automated workflow and alerts, access on mobile devices, drag and drop reporting, and outcomes management.