As an organization providing homeless services, data management can be a major challenge. Keeping track of both HMIS compliance data and your program’s specific data often requires separate systems, leading to time-consuming dual data entry for busy service providers. However, the ECM HMIS Module changes all that. It enables you to easily manage both HMIS compliance data and day-to-day operational data in one centralized location, freeing up more time for what really matters – your clients.

Sign up to watch this webinar to discover the game-changing benefits of the ECM HMIS Module. This demo and Q&A session will give you a behind-the-scenes look at how the module can help you become HMIS compliant with ease and streamline your data management processes. From HUD Universal Assessment to Service Planning and beyond, the module includes everything you need to send complete and accurate data to your local Continuum of Care (COC) for important HMIS reports such as the Annual Performance Report (APR) and Annual Homeless Assessment Report (AHAR). Don’t miss out on this opportunity to revolutionize the way your organization manages data. Sign up to access the webinar, now! 

From the data entry side, the module includes HMIS assessments as well as processes to support best practices in case management including:

• Intake
• HMIS Assessment
• Arizona Self-Sufficiency Matrix
• Service Planning
• Individual and Group Service Entry
• Housing Unit Management
• Bed Nights

Speakers Include: 

Kai Harris
Solution Engineer

As a Solution Engineer at Exponent Partners, Kai develops solutions to prospective client’s requirements.

Salesforce certified, a Masters in Nonprofit Administration, and years of executive level experience in both human service nonprofits and the technology space, Kai brings a wealth of lived expertise to Exponent Partners. He believes that people solve problems – technology supports people to do their work in the most effective manner and helps demonstrate their impact. Kai’s work has been featured by Salesforce and at national conferences.

Josie Alleman
Product Manager

Josie is passionate about helping human services organizations use data to  ensure that the work they are doing is truly making a difference in people’s lives. Her excitement about data in social services started when she was a public health Peace Corps Volunteer in Kenya. She helped rural community health workers record their activities to report out to US based funders and used this data to ultimately receive a large grant to support orphan caregivers in their communities.

Since then she has worked as a mental health case manager, a QA program manager and has had several roles in product and professional services at nonprofit software companies. She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University.

Marthe Rana
Marketing Manager

Marthe has spent the last 5 years working with social enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing.

Discover how the Center for Employment Opportunities uses Exponent Case Management to track, measure and report on outcomes

We talk a lot about driving impact, but how do you actually go from providing services to proving that your clients are having positive outcomes? Measuring how many people you’ve served is all well and good – and should certainly be done – but can you truly measure your impact? Are the lives of your clients better or more manageable? Do they have more opportunities available to them through the training you provided? Are they satisfied with their job? Is your community prospering because of your program’s success?

These questions are quite common for human services organizations to ponder, yet the question of how still remains. We invite you to learn how the Center for Employment Opportunities uses the Workforce Development Module in conjunction with Outcomes Manager to measure employment outcomes. We’ll walk you through a series of reports and dashboards that showcase program success and outcomes.

Sign up to access the webinar and discover:
— Best practices for measuring employment outcomes
— The benefits of ECM’s Outcomes Manager
— Insights on impact from a leading workforce development organization

This webinar features guest speaker, Dane Worthington from the Center for Employment Opportunities.

Whether your organization’s entire mission is workforce development, or only one program your organization offers, you often need data to showcase how your program is advancing the workforce and closing the skills gap. The skills gap takes different forms. In some cases, it is a matter of youth struggling to enter the workforce; in others, it is mid-career learners who have lost their jobs because of factory closings or layoffs or are reentering the workforce and who now must adapt. Closing this skills gap is just one of the many pieces of the puzzle that workforce development organizations solve for. So how can you showcase the relationship you’re fostering with your client is leading to better outcomes?

Access this webinar to discover how the Center for Employment Opportunities correlates the training they provide with improved employment outcomes and career advancement. With the use of Exponent Case Management’s Workforce Development Module, and through a continuous partnership with our managed services team, CEO can correlate classes, certifications, placement and retention, and ultimately how they drive radically better employee outcomes.

Sign up to watch this on-demand webinar to discover:
—How ECM’s Workforce Development Module streamlines efficiencies
—Best practices from a leading workforce development organization
—How to correlate training to placement and retention
—How to continuously nurture your platform

Speakers include:

Dane Worthington, Center for Employment Opportunities 
Director, Mobility Foundations

Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

Skye Tyler
Solutions Architect, Exponent Partners 

Skye is passionate about the role that nonprofit organizations play in our society and believes that they should have access to the best technology to better meet their missions. She has been implementing and improving Salesforce instances since 2015 and loves how versatile and extendable the platform is. Skye has a Masters of Science in Education specializing in Training and Performance Improvement and a Bachelors in Theatre. Combining excellent communication skills and analytical thinking, she works with clients to uncover root issues and design elegant and efficient solutions.

As a prior military spouse, Skye is deeply connected to the military community. She volunteers with Salesforce Military (formerly Vetforce) and Merivis to mentor veterans and military spouses seeking careers in Salesforce. When she’s not working, Skye spends her time gardening, camping, and creating art in North Carolina.

Ky VanderHeide
Managed Services Consultant, Exponent Partners

Ky is a creative problem solver with a passion for helping nonprofits tell their story and increase their impact using data. Ze brings 8 years of experience as a database administrator in the nonprofit sector.

Oh, we hear you! Your organization spends too much time entering or cleaning up data about your participants and not enough time helping to affect change of those participants. Well, never fear—we’re always working to release new features that help you to reduce the amount of time you spend on data entry and validation. With the release of version 20 of Exponent Case Management, we’re adding a new version of our Mass Record Entry feature, which will make it easier than ever for you to mass update your participant data. Mass updates allow you to add or edit multiple records at once without spending hours of time on data entry!

Distribution centers, food banks, after school programs, workforce development training and skills classes—these are just some of the scenarios where Mass Record Entry can be useful. If you’re working in human services for long enough, you know that data involving people is always in flux. With that in mind, we have added the ability to update up to 2000 records with ease. In just a few clicks, you can easily search, filter and view participant data and seamlessly update subsets or all of those records at one time. Mass updates have never been easier.

Let’s face it—if you work with dozens or even hundreds of participants, data entry can be a drag. You might consider hiring a small army just to keep up with all the paperwork! Or, instead, you could just sign up for our webinar to learn how you can streamline your workday with mass updates.

Sign up to access this on-demand webinar!

Speakers: 

Skye Tyler
Solutions Architect 

Skye is passionate about the role that nonprofit organizations play in our society and believes that they should have access to the best technology to better meet their missions. She has been implementing and improving Salesforce instances since 2015 and loves how versatile and extendable the platform is. Skye has a Masters of Science in Education specializing in Training and Performance Improvement and a Bachelors in Theatre. Combining excellent communication skills and analytical thinking, she works with clients to uncover root issues and design elegant and efficient solutions.

As a prior military spouse, Skye is deeply connected to the military community. She volunteers with Salesforce Military (formerly Vetforce) and Merivis to mentor veterans and military spouses seeking careers in Salesforce. When she’s not working, Skye spends her time gardening, camping, and creating art in North Carolina.

Josie Alleman
Product Manager

Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing.

When she’s not doing the marketing thing, you can find her coast side with her French Bulldog, Aurora.

Get under the hood with a close look at the powerful admin functionality in Exponent Case Management! Access this on-demand webinar featuring Kat Evers, Exponent Partners consultant, for a practical dive into what admins need to see in ECM. 

This focused webinar will look at how admin users of Exponent Case Management can customize the client intake process. Our presenter Kat will also dive into the basics of configuration for Exponent Case Management forms.

As a managed package built on the Salesforce platform, Exponent Case Management comes with core application components including objects, fields, and automation functions. A major benefit that comes with the managed package is that Exponent Case Management gets updated automatically three times a year so users always benefit from new and improved functionality. A dedicated team of Exponent Partners developers are continually working to improve the ECM product by sourcing feedback and designing solutions that meet the evolving needs of ECM customers. In addition to the managed package benefits, ECM is designed to allow admins to be able to declaratively configure and customize intake forms.

Access this on-demand webinar for a look at how Exponent Case Management offers flexible customization potential and is a dream for admins. 

Time and attendance management is critical for workforce development programs. It enables organizations to toss out those manual timesheets and ensure that every minute is tracked automatically, establishes a transparent work environment, cultivates time management and improves compliance by eliminating the chance of human error. It can also ensure that employees or laborers are paid on time and without error, which is key to fostering satisfaction. 

Center for Employment Opportunities (CEO) has a transitional jobs program that supports over 650 workers, across 30 sites, to get same-day pay while gaining skills and work history. After launching a project to replace their payroll processor, unexpected delays put them at risk of not being able to process payments to their workers. Access this on-demand webinar to see how they used Exponent Case Management and FormAssembly to fill the gap between transitioning to a new payroll process without interrupting service. 

Sign up to access this on-demand webinar to learn: 

• The benefits of tracking time and attendance digitally 
• How to support employment outcomes at every stage
• How to leverage ECM’s Workforce Development Module and FormAssembly to track time and attendance 
• Ways to improve efficiency and compliance

Human service organizations find themselves facing a rapidly changing landscape. Innovative technology has made it possible for organizations to improve outcomes, deliver impactful experiences, and support their staff in more efficient ways. Those stuck with paper files, point solutions, and custom databases often find that they have data silos, costly maintenance, a lack of efficiency, and ultimately ineffectiveness as a result. Without a consolidated case management system, caseworkers have to rely on manual, outdated, and inefficient tools to manage caseloads, drive action, and resolve issues. We invite you to discover a better way with case management process automation. Fill out the form to access this on-demand recording!

Imagine if you could work within a single client, program, and impact management platform so robust that it could automate the case management process and ensure compliance with standards. Well, that game-changing tool is here. It’s time to take the guesswork out of case management with Program Navigation.

Exponent Case Management’s Program Navigation is a game changer for nonprofits and human services organizations. It’s a sophisticated digital workflow that guides agency staff through a program’s model of care and fosters program fidelity.“Fidelity is the extent to which an intervention is delivered as intended” or follows a program model, according to research from U.S. National Institutes of Health’s National Library of Medicine. It’s a structure that aims to preserve the components of evidence-based practices that directly impact the success of desired outcomes. In short, program fidelity helps human services organizations reproduce results and understand the elements within a program that leads to radically better outcomes.

Program Navigation not only provides guidance for staff in their day-to-day tasks but also tracks their progress against established milestones—allowing you to see exactly how they’re doing and ensure that no client falls through the cracks. Let’s just say an easier, more effective day is waiting for you. Interested in learning more?

Access this on-demand this webinar to learn how to:

• Automate case management and streamline efficiencies
• Foster program fidelity and adhere to your model of care
• Drive better outcomes for the people you serve
• Ensure consistency of care throughout your programs

Speakers include:

Josie Alleman
Product Manager

Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

Mira Greene
Solution Engineer, Exponent Partners

Mira spent over a decade working in nonprofit management for both arts and human services organizations before joining the Exponent Partners team. Her first-hand experience as a lone Salesforce Admin juggling many other responsibilities allows her to work with customers to quickly understand their unique business processes and data needs, with an emphasis on reducing administrative work through process automation and using dashboards and reporting to help program staff take ownership of data.

When not at work trying to keep her cat from walking across her keyboard, Mira enjoys baking, reading, reading about baking, and aggressively hugging her training partners in Brazilian jiu jitsu.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing.

When she’s not doing the marketing thing, you can find her coast side with her French Bulldog, Aurora.

A more productive, efficient, and ultimately better workday awaits! Sign up to access this webinar and demo of some of our newest features. Our Summer 22 Release webinar will highlight the most recent additions to our comprehensive suite of case management tools in Version 19 of Exponent Case Management.

Watch to discover how your human services organization can get the most out of features such as consent management and expanded functionality for mass record entry. We will also highlight some new tools currently under development.

Attend this webinar to:

• See our new consent management feature in action
• Understand the expanded functionality of mass record entry
• Get a glimpse into new features currently under development
• Answer any additional questions in a live Q&A

Speakers include:

Josie Alleman
Product Manager

Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

Mira Greene
Solution Engineer, Exponent Partners

Mira spent over a decade working in nonprofit management for both arts and human services organizations before joining the Exponent Partners team. Her first-hand experience as a lone Salesforce Admin juggling many other responsibilities allows her to work with customers to quickly understand their unique business processes and data needs, with an emphasis on reducing administrative work through process automation and using dashboards and reporting to help program staff take ownership of data.

When not at work trying to keep her cat from walking across her keyboard, Mira enjoys baking, reading, reading about baking, and aggressively hugging her training partners in Brazilian jiu jitsu.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing.

When she’s not doing the marketing thing, you can find her coast side with her French Bulldog, Aurora.