Human Services

Achieving Results

Human services organizations are challenged to do more with less: fewer resources and higher expectations for delivering measurable results. Our solutions minimize your manual data entry and maximize the insights and information you can use to drive better outcomes.

Outcomes from Intake to Exit and Beyond

Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.

Exponent Case Management

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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“ECM helps us capture, analyze, and act on empirical data. The data informs the way that we provide excellent services and helps to secure resources to further our mission.”

Anita Maldonado, PhDChief Executive Officer, California Human Development

HUMAN SERVICES SECTOR SOLUTIONS

  • Manage programs with ECM
  • Collect intake, assessment, demographic and data in custom forms
  • Create service plans and track services
  • Record referrals and request follow up
  • Track outcomes to improve services
  • Analyze program, client, and organization data
  • View and record data on mobile devices
  • Manage donors, partners, volunteers, and more
  • Create online client & partners communities
  • Integrate with back-office systems and databases
  • Develop custom reports and dashboards

HUMAN SERVICES CLIENTS

  • Workforce Development
  • Youth Programs
  • Child Welfare Services
  • Disability Services
  • Collective Impact Initiatives
  • Reentry Services
  • Education
  • Homeless Services
  • Senior Services
  • Refugee Services
  • Family Services
  • Food Banks

Planning

We develop blueprints for your system that are tailored to the unique aspects of your organization. We focus on business process analysis to understand your mission, desired outcomes, results objectives, and the way your staff works, in order to develop a solution specific to these attributes.

Strategy

Stepping back before approaching a significant technology project ensures a successful, cost-effective system implementation. We can help you identify and sequence the right solutions by looking at your organization's needs holistically. Examples of projects include: System Assessments and Technology Roadmaps.

Implementation

We have a wide range of resources and methodologies to fit your organization, whether you have a mature technology team or are doing your first system implementation. We deliver comprehensive solutions that span all facets of Salesforce technology, including configuration, code, and app integration.

Customer Success

Whether you need regular guidance to manage your Salesforce system, or only occasional help to update a complex configuration, our support plans have your needs covered. All levels of service are rendered by customer success managers who have experience working with foundations.