Webinar: An Intro to Exponent Case Management – Live Monthly Demo

Exponent Case Management (ECM) provides case workers with a platform to capture data naturally while they work, empowering human services organizations to bring their activities and outcomes onto one platform. This comprehensive platform is built on Salesforce and supports all types of programs. From intake and assessment through referral, service tracking, service planning and reporting, ECM covers it all and is intuitively designed to help you drive radically better impact.

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 webinar takes place every month. Please visit the registration link to find a date and time that work for you. If you are unable to attend the monthly webinar, please enjoy this on-demand version of Introduction to Exponent Case Management. 

On Demand: How To Improve Outcomes for All Using Equity Dashboards

Sign-up to watch the webinar and learn how the United Way Bay Area is gaining new and valuable insights to improve outcomes for traditionally underserved groups by cross-referencing dimensions of client assessment data and demographics.

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Sign up to watch this on-demand webinar to learn how human services organizations like yours are gaining new and valuable insights to improve outcomes for traditionally underserved groups.

Your human services organization values equity, but how do you move from simple data collection to meaningful data analysis that has a real impact on your program, improving outcomes for all? 

Join us on this on-demand webinar as we explore how your human services organization can:

  • Use your data to ensure equitable service and outcomes for clients.
  • Pivot your fields, summaries, and layouts in your program management dashboards to gain new insights into your data.
  • Identify outcomes where equality gaps exist so that you can work on plans to address them.

In this webinar, you’ll hear firsthand how United Way Bay Area (UWBA), a multi-service agency dedicated to economically disadvantages communities, has leveraged the power of Exponent Case Management (ECM) to gain new and valuable insights from their program management dashboard that helped improve outcomes for traditionally underserved groups. 

Join Norman Cheng, Program Analyst at UWBA, and Sean Speer, Account Executive at Exponent Partners, to learn how UWBA uses ECM to gain useful insights into their programs by cross-referencing dimensions of client assessment data and demographics. You’ll also hear how UWBA used this analysis to proactively identify opportunities to evolve their programs and services to help ensure equitable access to their services.

Speakers

Norman Cheng

Program Analyst @United Way Bay Area

Norman has worked in IT for over 15 years. Before joining UWBA, Norman taught job skills for 10 years at a nonprofit workforce development organization. He is passionate about harnessing technology to help nonprofits see the value of collecting data for the organization to report their outcomes but also have data serve a purpose for them to improve their day-to-day service delivery and outcomes.

Sean Speer

Account Executive @Exponent Partners

Sean brings almost a decade of working with nonprofits, helping them leverage data and Salesforce to revolutionize their program management. He has worked with almost every size and shape of organization, including a brief stint with commercial clients, including Airbnb, Reddit, and Nextdoor. He returned to Exponent Partners after a busy few years when he got married, toured Asia on a motorbike—volunteering with various NGOs along the way—and worked with several other partners in the Salesforce ecosystem.

 

On Demand: Exponent Case Management Workforce Development

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The Workforce Development Module is a pre-configured version of Exponent Case Management (ECM) that supports every stage of your employment program. It encourages best practices such as removing individual employment barriers to ensure job readiness, placement and retention services, and effective employer engagement. From intake and assessment to employment planning, service tracking, and reporting, the Workforce Development Accelerator has you covered.

This webinar explores:

  • Relevant features and capabilities of ECM’s Workforce Development Accelerator
  • How ECM’s Workforce Development Accelerator can inspire programmatic improvements
  • What to expect when moving your agency to ECM and using the Workforce Development Accelerator

 

What is the Workforce Development Accelerator?

The Workforce Development Accelerator is a template that ensures your programs are implemented using sector-wide standards. Common reports for operational efficiency and funder requirements—such as the Workforce Innovation and Opportunity Act (WIOA) performance measures—are included with the accelerator. The accelerator benefits staff at every level of the organization from career coaches and business developers to program managers and executives.

The accelerator includes the following pre-configured features:

  • Job Coaching and Case Management
  • Job Placement and Retention
  • Employer Engagement
  • Dashboards and Reports

Image: Laptop displaying dashboard charts listing average days from job order to hire and referrals.

During day-to-day operations, case managers, job developers, and course instructors need a system to support their many data tracking needs. Your case managers have to juggle important tasks: multiple reporting mandates, ongoing employer engagement, employment verifications, and more. They work hard to help job seekers gain needed credentials, remove employment barriers, and find the best qualified workforce for participating employers. Using a data system like ECM that can manage all aspects of your workforce development programming is a game changer. Read more about the Accelerator and explore the ECM Salesforce app.

Interested in a general demonstration of ECM? We host a webinar every other week. Sign-up today!