Exponent Partners was a proud sponsor of the Salesforce Nonprofit Summit this summer, a virtual conference created for, and by, nonprofit professionals within the Salesforce ecosystem. We even created this sweet commercial to give attendees a quick glance at how we can help nonprofits drive radically better impact for the people and communities they serve. This year over 6,000 Trailblazers gathered from over 100 countries for two days of learning and inspiration. If you’d like to watch a few key highlights, check them out here.
Demo Jams at Salesforce events are a fast game show-style event where Independent Software Vendors showcase their most compelling Salesforce apps in super short, no fluff, 3-minute demos. At the end of a Demo Jam, audience members vote on the winner. We are so honored that this clever and lighthearted demo of Exponent Case Management by Solutions Engineer Mira Greene won the Salesforce Nonprofit Summit Demo Jam!
CCRS and ECM = A Match Made in Efficiency Heaven
In this witfully conceived and quite humorous demo, Mira assumes the role of a case manager at Cryptid Conservation and Relocation Services. CCRS’s mission is to preserve the natural habitats of yetis, chupacabras and other creatures that some may say aren’t real.
CCRS uses Exponent Case Management to track detailed information about how participants progress through their programs. As the sole case manager on staff and as I’m sure many case managers with heavy caseloads can appreciate, ECM contains built-in functionality that enables participants to self-report on towards goals through a self-service client portal. This enables program staff to reduce the amount of time they spend on data entry so that they may focus on serving more creatures.
One of the many reasons CCRS implemented Exponent Case Management is that the platform makes it easy to subdivide goals into objectives and objective actions based on a program model. This makes it easy for case managers and clients alike to understand the step-by-step process for meeting those large life goals like attending Cleveland Community College in the fall. Go Yetis!
Enter Sam Sasquatch
When Sam Sasquatch logs into the client portal, he can see information about upcoming events on the schedule, update his contact information, and has the ability to manage data related to his household. His view is limited to his records only which he can easily update with a few clicks. Since Sam recently bought a bicycle he uses the portal to update his goal and the date on which the goal was met.
His case manager instantly receives a notification that Sam’s service plan has been updated with a newly completed goal. Within the case record, the case manager can easily view Sam’s progression toward his service plan goals through an intuitive and color-coded progress bar. She can also see what additional criteria need to be met in order for Sam to move to the next stage of the program.
The central principle of Sam’s story told through this demo is that ECM makes a few clicks go a long way, making it easier for human (and non-human) service agencies to make a big impact. Thanks to all who attended, voted and enjoyed our mythical creature-themed demo.
Want to see how Exponent Case Management can help your human (or non-human) service agency drive radically better impact? Check out our bi-weekly demo to understand the features relevant to your organization or contact us for a consultation.