Built for the Needs of Today's Human Services Agencies.

Streamlined workflow for case managers

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Access data through a centralized client record for each client, and easily view client participation across multiple programs.

CLIENT AND CASE RECORDS

Call: (800) 918-2917

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TRACK DATA ON ALL PROGRAMS

Powerful workflow helps your case managers spend less time on paperwork while still collecting the data you need on any type of program.

Manage metrics across your organization, tailored to each program. View client summaries on case records, and monitor data in dashboards.

UNDERSTAND PERFORMANCE

Identify outcomes and set goals for clients as part of service plans. Use assessments and indicators to understand progress and take action.

MANAGE CLIENT OUTCOMES

Configure intake to capture your programs' specific data requirements. Intake forms automatically store information on client and case records for viewing and reporting.

TAILORED INTAKE

Staff can record single, multiple, or group services all at once and associate the service with any type of additional information. Service planning allows staff to set up goals, indicators and planned services for each client.

SERVICE PLANNING AND TRACKING

Build any type of assessment into the system. Automatically track baseline, intermediate, and latest assessment to report on which clients have made progress over time.

ASSESSMENT AND MEASURING PROGRESS

Reporting is simple with a drag-and-drop interface for custom reports and dashboards. Connect goals to assessment data to track client progress and adjust service plans based on results.

REPORTING AND OUTCOMES MANAGEMENT

REFERRAL TRACKING

Track internal and external referrals. Associate referrals with organization records making it easy to report on all the referrals to each organization.

Improve your programs while reducing manual work for your staff.

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The Future of Case Management.

Fully-featured case management solution that provides easy data entry, accessible analytics, and a modern platform that you can integrate with other systems. Built on the world-class Salesforce platform, used by over 40,000 nonprofits.

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These are just some of our happy customers who have experienced the benefits of Owiwi first hand.

What Our Customers Are Saying

Exponent Case Management allowed us to see how effective our curriculum and teaching has been, so we can course-correct or do targeted one-on-one tutoring as needed. That has been pivotal for us.

–Roxanne Delaney, 
Associate Director for Policy and Evaluation, Phipps Neighborhoods

Configurable to fit all programs, assessments, intakes, service tracking, and other data requirements

Modern cloud-based system available across devices

Make Progress with Meaningful Client Data.

One Market Street, 36th Floor San Francisco, CA 94105

(800) 918-2917

Images courtesy of Compass Family Services.

Ideal for multi-service nonprofits with 20 or more staff