Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline : Comprehensive case management process and applicant view with one platform.
• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.
Transform : Resolve cases faster with real-time data and tools for collaboration and communication.
• Automate processes for increased productivity.
• Reduce operating costs.
• Automate processes for increased productivity and lower operating costs
• Make data-driven decisions and achieve greater ROI.
Engage:
• Collect customer data, but also understand it with 360-degree views, analytics, and reporting.
• AI/ML based document processing and customer service
• Better citizen engagement & communications.
• Improved service delivery to citizens
Description
Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Box
No
DailyPay
No
Matter Center for Office 365
Yes
Oracle PeopleSoft
Yes
Integrations
Salesforce
Yes
Box
Yes
DailyPay
Yes
Matter Center for Office 365
No
Oracle PeopleSoft
No
Pricing Details
Contact Vendor
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Speridian Technologies
Founded
2003
Country
United States
Website
casexellence.speridian.com
Vendor Details
Company Name
Exponent Partners
Founded
2005
Country
United States
Website
www.exponentpartners.com
Product Features
Social Work Case Management
Case Notes
No
Client Management
No
Document Management
No
Forms Management
No
Goal Setting / Tracking
No
Program Management
No
Referral Management
No
Reporting & Statistics
No
Scheduling
No
Volunteer Management
No
Product Features
Human Services
Case Management
Yes
Certification & Licensing
No
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Nonprofit
Accounting
No
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
Yes
Fundraising Management
No
Member Database
Yes
Membership Management
No
Social Media Management
No
Volunteer Management
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes