Mass Updates Made Easy

Oh, we hear you! Your organization spends too much time entering or cleaning up data about your participants and not enough time helping to affect change of those participants. Well, never fear—we’re always working to release new features that help you to reduce the amount of time you spend on data entry and validation. With the release of version 20 of Exponent Case Management, we’re adding a new version of our Mass Record Entry feature, which will make it easier than ever for you to mass update your participant data. Mass updates allow you to add or edit multiple records at once without spending hours of time on data entry!

Distribution centers, food banks, after school programs, workforce development training and skills classes—these are just some of the scenarios where Mass Record Entry can be useful. If you’re working in human services for long enough, you know that data involving people is always in flux. With that in mind, we have added the ability to update up to 2000 records with ease. In just a few clicks, you can easily search, filter and view participant data and seamlessly update subsets or all of those records at one time. Mass updates have never been easier.

Let’s face it—if you work with dozens or even hundreds of participants, data entry can be a drag. You might consider hiring a small army just to keep up with all the paperwork! Or, instead, you could just sign up for our webinar to learn how you can streamline your workday with mass updates.

Sign up to access this on-demand webinar!

Speakers: 

Skye Tyler
Solutions Architect 

Skye is passionate about the role that nonprofit organizations play in our society and believes that they should have access to the best technology to better meet their missions. She has been implementing and improving Salesforce instances since 2015 and loves how versatile and extendable the platform is. Skye has a Masters of Science in Education specializing in Training and Performance Improvement and a Bachelors in Theatre. Combining excellent communication skills and analytical thinking, she works with clients to uncover root issues and design elegant and efficient solutions.

As a prior military spouse, Skye is deeply connected to the military community. She volunteers with Salesforce Military (formerly Vetforce) and Merivis to mentor veterans and military spouses seeking careers in Salesforce. When she’s not working, Skye spends her time gardening, camping, and creating art in North Carolina.

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.

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.