Consulting Services

How We Help

Technology that makes change is supported by in-depth nonprofit expertise, services tailored to the sector, and solutions designed to help organizations use data to drive your missions. We work with nonprofits to develop this technology, whether you are just getting started building a technology strategy, need to plan a specific system, or are ready to implement and manage new systems.

Serving the nonprofit sector since 2005, we specialize in meeting your needs across your organization. We provide leadership teams with strategic planning and consulting. With our case management expertise your program team can move beyond data collection and measure impacts for funders and stakeholders. We also work with your development team to leverage the Nonprofit Cloud for fundraising so you can recruit and engage with donors.

For organizations with more complex system requirements, we offer planning engagements. These engagements are also beneficial in cases where you are not sure what solution you need, and/or you’d like a better assessment of the full cost of an extensive system. Projects consist of discovery, requirement analysis, design, and recommendations. If you’d like to pursue an Agile methodology for your project, it will also consist of user story development.

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. Our consultants 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.

Technology strategy is a key aspect of your overall organizational strategy. We help you map the appropriate technology to your mission. Common deliverables include technology roadmaps and technology selection.

Strategy for All Stages

Your organization may have a complex set of systems that you want to consolidate into a whole organization solution, or you might be looking to move from spreadsheets to a brand-new system as your organization expands. You might have just begun to track metrics, you might be monitoring your organization’s performance, or you might be managing to outcomes. No matter where you are on this spectrum, we can help you create an approach to technology that supports your mission now and in the future.

Whole Organization Strategy

As your organization and its programs grow, you’ll want to manage more organizational processes with efficient and effective systems. A whole organization strategy brings all of your data into one system, so that you can understand performance in all facets, including across all departments (programs, finance, human resources, development, etc.). You also want to see the interplay of these areas, so that your staff can work cohesively. Each strategy that we develop takes into account this whole organization mindset and recommends systems structures for your entire nonprofit.

Our projects range from two-week simple implementations for a single process to highly complex multi-year engagements that replace organization-wide systems. We’ve built a toolkit of methodologies, processes, and best practices that inform each project.

Custom Implementations

We offer services for all sizes and types of custom solutions—from small program tracking implementations to large enterprise-scale systems. Our consultants are skilled in both Exponent Scrum (our version of an Agile methodology) and more traditional Exponent Design-Build-Adopt methodologies; we’ll recommend what’s best for your project. Our team has all the skills you need for a complete Salesforce customization, including business analysts, consultants, software developers, quality assurance resources, and data migration specialists. Our experience extends from custom solutions used by local community-based organizations to systems used by 100,000+ users globally.

Advanced Analytics

Business intelligence (BI) is a term that refers to a class of tools and techniques that allow you to consolidate data of interest. It provides sophisticated reporting, graphic visualization via charts, graphs and maps, and rapid analysis of large and/or complex data. BI is often extended to include the tools needed to migrate, consolidate and house the data, which can come from multiple data sources and requires preparation for optimal reporting and analysis. You might consider BI if achieving your mission and improving your programs requires:

  • Tracking trends over time involving multiple variables (example: student performance over time, student performance by mentor)
  • Using statistical methods to compare your data to a superset (example: client progress relative to a cohort, such as residents of a region or of a particular demographic)
  • Visualizing data using charts and graphs plotting multiple data dimensions
  • Mapping data geographically
  • Providing external stakeholders such as funders, affiliates, volunteers with access to customized views of data in reports and dashboards
  • Consolidating large, external data sets correlated with your operational metrics (example: impact data).

A next generation BI tool, the Salesforce Einstein Analytics features a dynamic visualization engine so that information is displayed in a way that helps you learn as you go. Einstein provides a cloud data warehouse, data mart, and business intelligence solution pre-integrated into the Salesforce App platform. Our consultants have broad experience with multiple business intelligence tools, including integration with Salesforce.

Custom Application Development

In addition to our Salesforce AppExchange managed package Exponent Case Management, our work for COA, Beyond 12, and the HomekeeperNational Data Hub offer fully-featured applications that organizations can present and distribute to clients or partner organizations. Using the same resources and capabilities described above in custom implementations, we can work with you to design, build, and then package an application that engages your constituents and offers a unique service as part of your mission.

Systems Integration

The powerful Salesforce API provides a platform for building a broad set of integrations between Salesforce and other systems to realize whole organization solutions. We’ve integrated a host of systems, such as accounting, ERP, EMR, and others, and have built out a comprehensive toolkit for integrations of this nature.


The most overlooked and often most important aspect of a technology project is what happens post-rollout. Many systems fail because the proper support and maintenance isn’t provided to ensure staff can effectively use the product. Our customer success services ensure your organization’s ability to grow staff expertise towards self-sufficiency.

Designed for Your Organization

As experts who are intimately familiar with the design of your system, you’re in good hands. Think of us as your partners in long-term Salesforce success. Our support is backed by over a decade of experience in Salesforce for nonprofits. Our consultants deep training expertise and familiarity with the processes of a diverse range of organizations, will help guide your users towards adoption and beyond.

Looking for a Salesforce system administrator to augment your team? Read more about our managed services offerings.


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.

Managed Services

Do you need a dedicated staff member who provides up to 20 hours per week in system administration for your organization? We can help! Read more about our managed services offering.

A safety net for any situation.

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.”

Featured Resources

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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Case Study: California Human Development

  California Human Development is a non-profit organization waging the War on Poverty for 50 years. Inspired in service to our state’s farm workers, today CHD serves people of low income from…

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Case Study: Chicago Benchmarking Collaborative

The Chicago Benchmarking Collaborative (CBC), launched in 2009, is an alliance of five education and human service agencies that collectively work with low-income individuals throughout some of Chicago’s most underserved neighborhoods. Christopher…

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Let’s Talk!

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