On-Demand: Just in Time — Tracking Time and Attendance with Exponent Case Management and FormAssembly

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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

On-Demand: Case Management Automation

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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 Without a consolidated case management system, caseworkers have to rely on manual, outdated, and inefficient tools to manage caseloads, drive action, and resolve issues.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.

On-Demand: Summer 22 Release Webinar — Newest Features in V19

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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.

On-Demand: FORMulating Impactful Data Management Strategies

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Watch this webinar, recorded in June 2022 to discover how the City of Boulder Amplifies Impact By Using Exponent Case Management and Formstack as part of their data management strategy.

When it comes to data, it’s best to act strategically and proactively instead of ad hoc and reactive. Data management includes all the processes for proactively collecting, organizing, protecting, storing, and sharing data. If your human services organization understands how important data is in decision-making and creating efficiencies, you probably have some data management tools in place.

Are these data management processes working together efficiently? Are there gaps where additional tools can help you capture data meaningfully that aligns with your organization’s overall mission?

Watch this webinar featuring the City of Boulder’s Senior Data Analyst and Salesforce Admin, Nicolia Eldred-Skemp to discover how human services organizations and government agencies alike can use the thousands of integrations available on Salesforce to capture, manage and store client data effectively. We’ll walk through how the City of Boulder uses Formstack forms and documents to capture client information and Exponent Case Management to manage, analyze, report on outcomes, and drive radically better impact for the communities they serve.

Watch this on-demand webinar to learn how you can: 

  • Effortlessly manage and track client data
  • Save staff time with data entry and data management
  • Create complex personalized communication and legal documents
  • Access thousands of tools to support your organization

This webinar features the following speakers:

Nicolia Eldred-Skemp
Senior Data Analyst and Salesforce Administrator, City of Boulder

Nicolia Eldred-Skemp is a Senior Data Analyst and Salesforce System Administrator for the City of Boulder’s Housing and Human Services Department. She supports 10 different programs utilizing Salesforce and ECM, with focus areas ranging from providing child care subsidies to low income families, to providing eviction prevention assistance and community mediation services, to managing millions of dollars federal grants for affordable housing projects and permanently affordable homeownership opportunities.

Prior to moving to Colorado, Nicolia received her Master of Public Health (MPH) in Epidemiology at Columbia University and worked as a data analyst for a variety of public health nonprofits, local governments, and academic institutions in Oregon, New York, and California. She lives with her husband, toddler, and two cats in Lafayette, Colorado.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social good 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.

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.

Connor Frisina
Account Executive, Formstack  

Connor has been with Formstack for over a year and specializes in consulting with new customers to find the best solution that fits their needs. His expertise is around understanding use-cases at a high-level and matching Formstack’s capabilities with those use-cases. He has a wide range of examples on how Formstack has been used with; non-profits, higher-ed, healthcare, financial services, and more.

2022 NASW National Conference

Omni Shoreham Hotel
Washington, DC

The Exponent Case Management team is gearing up to attend and exhibit at the 2022 National Association of Social Workers (NASW) National Conference in Washington, DC from June 22-25, 2022.

This event offers unique opportunities for professional development, networking, and earning continuing education credit for accredited social workers from across the country. The conference brings together social workers and other related professionals and delivers leading-edge content in both on-site and virtual formats. The Exponent Case Management team looks forward to engaging with social workers who are involved in case management programs from workforce development, homelessness management, immigrant services, youth and education, family services and beyond. Visit the conference website for more information.

We look forward to our trip to Washington, DC and connecting with NASW conference participants from across the nation and world. Hope to see you there!

National Association for Workforce Development Professionals (NAWDP)

We’re beyond excited to sponsor the National Association of Workforce Development Professionals Annual conference this year.  Join NAWDP and us for the 38th Annual Conference May 16-18, 2022 to learn about best practices and strategies on how you can reimagine workforce by raising the bar for the skill sets of workforce professionals, looking at how workforce programs are funded, new ways to determine our purpose in the communities we serve, and creating new workforce partnerships.

This year NAWDP is hosting a hybrid event. The in person event is sold out, but you can still attend virtually through the conference platform. Virtual attendees will get access to all recorded sessions after the conference. Sessions will be geared to attendees from the full range of career experience in the industry, from senior leaders to entry-level employees and will focus on the following learning tracks:

  1. Innovation in Virtual and Hybrid Environments
  2. Personal Growth and Self Care
  3. Program Administration and Management
  4. Recruiting and Engaging the Workforce of Today and Tomorrow
  5. Prosperity Through Partnership

NAWDP’s Annual Conference has become one of the largest gatherings of workforce development professionals, with more than 1,000 attendees from every corner of the country and every segment of the industry.

Register here and be sure to stop by booth #31.

On Demand: Introduction to Exponent Case Management Webinar

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Learn how Exponent Case Management can transform your human services agency. 

Exponent Case Management (ECM) empowers your human services organization to improve its impact by collecting data while you work. ECM makes it easy to track your results and connect your day-to-day activities to your outcomes. 

Built on the Salesforce platform, ECM works with all types of human services programs and has case management at all the stages of your program covered. With ECM, you can effortlessly monitor program intake and output, track services, plan effective interventions and report on compliance and outcomes — enabling you to showcase your great work and provide reports and evidence of your impact to your funders. 

Watch this introductory on-demand webinar to understand:

  • How the features and capabilities of ECM can empower your organization.
  • How ECM can empower your staff to spend more time delivering your programs by reducing the amount of time spent on paperwork
  • What to expect when moving your agency to ECM, and how our expert support makes this process as straightforward as possible. 

Sign up to instantly gain access to this webinar and discover how ECM can transform your organization.

On Demand: Using SMS to Improve Outcomes in Human Services

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Learn how to “hack” your impact so it grows exponentially faster. This on-demand webinar will showcase how human service agencies can utilize modern technology to improve communications and drive a lot more impact for the communities they serve.

Discover how California Human Development (CHD) leverages the inherent value of case management technology to foster relationships with underserved members of the community and is able to respond rapidly when disaster strikes through their implementation of technologies like SMS. We’ll walk you through how CHD managed to distribute $5 million of critical state aid to undocumented residents in 5 weeks and was subsequently able to secure funding for a COVID education program to serve those most in need. 

Attend this webinar to learn how: 

  • A modern case management platform can simplify your systems while increasing operational efficiency 
  • Leveraging SMS text messaging helps engage vulnerable populations and improve communication 
  • Capture the information you need at every stage to understand and report on program impact 
  • Innovative technology can help foster connection and improve outcomes for the communities you serve

Featuring guest speaker, Isaiah Antoine, the Community Impact Director at California Human Development. Isaiah joins us to share how using adaptive technologies like Exponent Case Management and Mogli enables CHD to nurture community connections, which ultimately improves their ability to serve their clients.

About the Speakers: 

Isaiah Antoine  

Community Impact Director, California Human Development

Isaiah Antoine is an Outreach Professional that is committed to promoting equity in the various spaces of social justice work. He has worked in Events, Marketing, and Outreach in the non-profit and for-profit space for 6+ years. He currently serves as the Community Impact Director for California Human Development, a non-profit based out of Northern California with the mission to “creates paths and opportunities for people in need to rise above barriers in their pursuit of better lives.

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.

Rob Blatchley

Chief Revenue Officer, Mogli Technologies 

Since 2017, Rob has driven Mogli’s strategic growth and expansion serving as Vice President of Product Management, Chief Operating Officer, and currently Mogli’s Chief Revenue Officer. With extensive expertise in leading and scaling agile teams in the Salesforce ecosystem, Rob is focused on consistently and constantly learning from existing and future clients to innovate new solutions, partnerships and relationships.

 

 

Webinar: An Intro to Exponent Case Management – Biweekly

Exponent Case Management (ECM) helps case workers collect data naturally while they work and makes it possible for human services organizations to connect their day-to-day activities to their outcomes. Built on the Salesforce platform, it supports all types of programs and allows you to capture your unique data and results. From intake and assessment to referral, service tracking, service planning and reporting, ECM has you covered.

After attending this webinar, you will understand:
– relevant features and capabilities of ECM and Salesforce
– how ECM can reduce the time staff spend on paperwork
– what to expect when moving your agency to ECM

This live demo takes place the first Wednesday of every month! Please register below.

On Demand: A Data-Driven Approach to Tackling Homelessness

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In this webinar, you’ll see how to use Exponent Case Management’s Housing Management Information System (HMIS) Module to manage all aspects of your supportive housing program, while also offering your organization a purpose-built platform for fundraising, volunteer management and HR.

The need for housing programs and services is at an all-time high. Just ask the over 580,000 people who experience homelessness in America every day. Experts agree that affordable housing and policy changes are necessary to combat homelessness; however, data-driven technology advancements can greatly assist these efforts by providing human service agencies with the right tools to help them serve their constituents. 

Whether you’re providing shelter, permanent housing, or helping secure stable jobs, we can help you ensure that your clients are aligned with the correct services to break the cycle of homelessness.

Exponent Case Management (ECM) is trusted by top innovative human services agencies on the frontline of ending the homelessness crisis. We help to empower every aspect of your mission from client intake to exit and improve outcomes for the people you serve. Watch to learn how: 

  • A modern case management system built for rapid re-housing and other supportive housing programs can improve outcomes for the communities you serve
  • ECM can inspire programmatic improvements
  • The right-fit technology solution can streamline the relationships between clients, landlords, and supporting service providers
  • ECM’s HMIS module takes the guesswork out of HMIS compliance 

About the Speakers

Eric Magnuson
Director of Exponent Case Management Business Development

With over two decades of nonprofit technology experience, Eric’s mission in life is to help nonprofits grow their impact. He is comfortable crafting best-fit technology solutions for all functions within nonprofits, however, program management is where he sees the most need. For the last decade, he has focused on harnessing the power of the Salesforce platform to solve nonprofit program management needs with applications such as Exponent Case Management. Eric lives with his family and pets in the beautiful pacific northwest.

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.

 

On Demand: Exponent Case Management HMIS Module

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Whether your organization’s entire mission is homeless services, or only one program your organization offers, finding a data management solution can be a challenge. Collecting complete and accurate Homeless Management Information System (HMIS) data while also tracking data for your specific program is often done in two disparate systems creating dual entry for busy service providers. The HMIS Accelerator allows users to track HMIS compliance data alongside day-to-day operational data in one place, ensuring less time is spent on data entry and more time is focused on your clients.

Recorded on Thursday, September 17, 2020 this webinar explores the new Accelerator with a live demo plus Q & A .

Case Management Made HMIS Compliant

The Exponent Case Management (ECM) HMIS Accelerator provides everything you need to send complete and accurate data to your local Continuum of Care (COC) for HMIS reports such as the Annual Performance Report (APR) and Annual Homeless Assessment Report (AHAR).

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

  • HUD Universal Assessment
  • HUD Program Assessment
  • Health Insurance Assessment
  • Non-Cash Benefits Assessment
  • Arizona Self-Sufficiency Matrix
  • Service Planning
  • Service Entry
  • Bed Nights

 

About the Speakers

Josie Alleman
Product Manager @ Exponent Partners
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.

Eric Magnuson
Director of Solutions Engineering @Exponent Partners
As Exponent Partners’ Director of Solutions Engineering, Eric applies his experience to help design solutions for our prospective clients. Eric brings 17 years of experience in nonprofit technology consulting, and previously worked for Groundwire, where he led a product initiative developing innovative apps in support of nonprofits. Some of the apps he helped bring to market, such as Volunteers for Salesforce, have become vital tools for thousands of nonprofits. He has also, at various points in his career, consulted to nonprofits on agile-scrum process, content management systems, donation management, online advertising and business plan development.