Blog

Increasing Efficiency with Universal Intake

Patrick Shaw Human Services Delivery Manager The Exponent Partners product team built and continues to improve our fully-featured Exponent Case Management app on the AppExchange. These team members are deeply experienced in software development, quality assurance, documentation, solution architecture, and configuration on the Salesforce platform.

Categories: Featured - Blog, Getting Started, Human Services|

Code Reviews: Boost Quality and Supercharge Your Team

Steve Cox Senior Software Developer Exponent Case Management The Exponent Partners product team built and continues to improve our fully-featured Exponent Case Management app on the AppExchange. These team members are deeply experienced in software development, quality assurance, documentation, solution architecture, and configuration on the

Categories: Getting Started|

Exponent Partners 2016 Benefit Corporation Report

As a California Benefit Corporation, Exponent Partners publishes an annual report to review our achievements towards our "public benefit" (our mission) to build technology for social change. We believe in transparency internally and externally, so we encourage you to review our annual report to hear more about our impact

Categories: Best Practices, Featured - Resources, Getting Started|

4 Reasons Why Your Foundation Should Manage Grants with a Whole Organization Solution

This is a special guest post with roundCorner. As foundations expand in size and scope, siloed legacy systems become increasingly ineffective for grants management. We find that more foundations are placing their trust in whole organization platforms to handle all their processes around philanthropic giving. Salesforce is one

Categories: Blog, Getting Started, Philanthropy|

Spring ‘17 Salesforce Release Favorites for Nonprofits

Peter Bender Solution Architect and Lead Consultant The Salesforce release notes can be a lot to take in, but never fear. Long-time nonprofit solution architect Peter Bender has reviewed the latest features for the Salesforce Spring ‘17 release, with

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What Case Management Teams Need to Survive in 2018 and Beyond

Thomas Horst Human Services Account Manager A new year is often a time for optimism and fresh goals. That being said, we’ve heard anxiety from those we know in the human services sector throughout into 2018. There is greater

Categories: Best Practices, Blog, Getting Started, Human Services|

Your Nonprofit Technology Plan: Lessons From Catholic Charities Fort Worth

Amy Willard Sr. Technical Project Manager As your organization starts the year, you’re likely building your strategic plan for 2018. You want to do even better this year, for your mission and those you serve. And if you’re thinking about increases in efficiency, you

Best Practices for a New Case Management System with Community Housing Partnership

Tilly Josephson Human Services Account Manager Homelessness is a pervasive problem, and it hits U.S. families hard. Our client Community Housing Partnership (CHP) helps San Francisco families and individuals break the cycle of homelessness, housing nearly 200 families in the city’s Tenderloin

Categories: Best Practices, Blog, Getting Started, Human Services|

Getting Started with Nonprofit Success Pack (NPSP) and Lightning Experience

Eric Magnuson Technical Sales Manager If you are interested in improving your organization’s performance by taking advantage of Salesforce and the Nonprofit Success Pack (NPSP), there’s truly never been a better time. First, you’re joining tens of thousands of

Categories: Blog, Getting Started|Tags: , |

Data-Driven Funders: In Search of Insights

Foundations are beginning to shift their attitudes toward data, information, and knowledge. They've recognized how critical it is to understand their social impact. In addition to simply tracking the operational details of grants management, they are leveraging continuous improvement techniques and collecting data to better understand and drive grantee outcomes. In this report,

Categories: Philanthropy|