Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Having clear, precise, and well-structured data is essential for comprehending clients and facilitating significant transformations. Traverse is a cloud-enabled, commercially available document management system tailored specifically for human services organizations, focusing on document and forms management along with mobility solutions. Leveraging the robust infrastructure of Amazon Web Services (AWS), Traverse ensures comprehensive security, reliable disaster recovery, and consistent uptime. For an organization to achieve maximum impact, it is vital that every team member has access to the necessary tools that enable them to perform their duties efficiently and effectively each day. By utilizing Traverse, users can gain insight into specific client cases and documents while seamlessly navigating through data across various program areas, ultimately enhancing service delivery. This level of accessibility and organization can significantly improve overall operational effectiveness within the agency.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Amazon Web Services (AWS)
No
Box
Yes
DailyPay
Yes
Salesforce
Yes
Integrations
Amazon Web Services (AWS)
Yes
Box
No
DailyPay
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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)
No
In Person
No
Vendor Details
Company Name
Exponent Partners
Founded
2005
Country
United States
Website
www.exponentpartners.com
Vendor Details
Company Name
Northwoods
Founded
1999
Country
United States
Website
www.teamnorthwoods.com/products/traverse
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
Product Features
Human Services
Case Management
No
Certification & Licensing
No
Child Welfare Management
No
Document Management
No
Reporting & Statistics
No
Scheduling
No
Time Tracking
No
Training Management
No