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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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