Exponent Case Management
About Exponent Case Management
Exponent Case Management is designed to help mid-to large human services organizations and nonprofits drive radically better social change through the power of data.
Exponent Case Management is a cloud-based case management solution which assists program managers and agency leaders with intake assessment and service tracking. Its key features include records management, outcome reporting, referral tracking, compliance and incident tracking.
The application comes with a module which enables case workers to collect data and manage metrics for different programs. Managers can use this system to identify outcomes, set goals for clients and track and assess client progress. With the record management feature, teams can monitor a client’s participation in a program and link client records to case records.
Exponent Case Management includes tailored intake forms which allow team members to capture assessment data for client and case records. Staff can record external and internal referrals, send emails to referral recipient organizations and request updates through a secure portal. A drag-and-drop interface lets users create custom reports which connect outcomes to client indicators.
Key benefits of Exponent Case Management
• Exponent Case Management is a cloud-based case management platform designed to drive radically better impact for nonprofits and human service organizations.
• ECM offers a full suite of configurable tools that are ideal for case workers, program managers, and agency leaders alike. The application is a fully-featured, customizable platform with intake, assessment, service tracking, case records, outcomes and performance reporting, compliance reporting, referral tracking, and so much more.
• Thoughtfully-designed for general case management, data collection & data management for all types of programs including employment services, homeless management, youth & family services, developmental disability services, grants management, volunteer management, senior services, behavioral health/mental services and collaboratives.
• Experience unparalleled security and scalability. Built on the world-class Salesforce platform, ECM offers best-in-class infrastructure so you can rest assured and support your entire organization from volunteer management, fundraising, and even HR!
• Vertical specific domain templates, updated and added each year to get workforce development, homeless service programs and other organizations up and running quickly.
• Mobile access 24/7 so you can access your client data, any place, any time.
• Built-in ECM outcomes manager, Salesforce reports and dashboards, Einstein predictive analytics and Tableau analytics service provide reporting capabilities. Exportable charts and graphs, compliance adherence and performance management leverage real time data.
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- Industry: Civic & Social Organization
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exponent Partners has provided us with a powerful tool to improve our organizational performanc...
Reviewed on 2018/01/22
see comments on review
see comments on review
Pros
There is plenty to like about ECM- Usability, flexibility, structure, reporting, reliability, automation and much more! The software has become integral into our efforts on tracking program outcomes, streamlines processes, and reporting on the impact of our programs and services.
The underlying structure of the software is excellently matched to case management processes and practices. This makes tracking all of the data for our various programs easy and much more efficient. I am also able to easily tailor ECM to match the unique needs of each program.
Overall, I find more ways to utilize ECM to allow our teams to work more efficiently and drive better outcomes for the individuals in our programs and services on a regular basis.
Cons
Most of the minor cons I have are related to limitations with Salesforce rather than ECM. Overall, ECM is meeting our needs.
- Industry: Nonprofit Organization Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
An app that grows with you
Reviewed on 2022/03/18
We started with 3 programs and 5 services in 2013. We now have 9 programs twice as many services...
We started with 3 programs and 5 services in 2013. We now have 9 programs twice as many services and have also built out ECM to serve external partner program and service data. We utilize their Referral object to track referrals to 41 specific community programs and even more organizations. Not only can we track our performance and our client's progress, but we can gain insights into the systems they struggle to navigate and take our learnings to government decision makers both locally and nationally.
Pros
The culture of staff at Exponent is very thoughtful and one of listening and learning. That made the implementation and ongoing management of it easy. It's a partnership with them. ECM as a tool has gracefully served our needs and is so customizable and well integrated with the Salesforce platform that most of our end-users don't even know they'are using the ECM app. They think it's all one Salesforce experience - which is great! We adopted ECM in 2013. We started simple with ECM features and design and then continued to adopt more and more of it's features over time at now additional cost. It's all already there waiting for us to be ready to customize and use it.
Cons
As with many apps, being so customizable can be a curse as much as a blessing. We "over-designed" a couple of things for our needs in our initial implementation. But one or two missteps are par for the course when we altogether customized hundreds of steps and features to make up the user experience. What was over-design for us is likely exactly what is needed for so many other nonprofits, health or education organizations that truly need multi-step approvals, multi-staff care teams, etc. We can also change these decisions later as we continue to build out for our changing needs.
Response from Exponent Partners
Thank you so much for your review, Michelle! We love that your organization has been able to grow with Exponent Case Management and that it now supports 9 programs and a multitude of services.
- Industry: Nonprofit Organization Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Take advantage of what ECM offers
Reviewed on 2020/10/08
Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create...
Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create full customizations of Salesforce Nonprofit Starter Pack (NPSP). We were one of the first organizations to sign on for the managed package, and transitioning from maintaining our own custom SQL Server database application for more than 15 years, we sought, insisted on and spent time and money on more customization than was good for us. As the package became more fully realized, we found ourselves stuck behind the curve, unable to impement improved and expanded features that we had passed up and worked around in their early releases. As we entered the third year, we felt like we were not getting the same value out of the package as more recent organizations that used ECM in states more resembling out of the box software. We discussed this with the Exponent team, and they immediately jumped in to help us craft a re-integration strategy, with terrific support from their management and development teams. We also were able to hire a Salesforce Administrator by this time and within 6 months we had brought most functions back into alignment with the core product, made notable user interface improvements, prepared our transition plan from Salesforce Classic to Lightning, and implemented several key ECM features that are now coming into full utilization. That we were able to accomplish so much within the scope of our annual support package is a testament to (see below...)
Pros
The ECM package contains modules for almost any human services/case management function you can think of. Exponent has done a great job of distilling widely varied practices into a basic framework that can work for any organization. And there's ample latitiude for customization (primarily configuration of layouts, workflow rules, flows etc. on the Salesforce.com platform). When that involves modifcations to ECM managed package, you're sure to work with an efficient, meticulous and creative partner on the superb Exponent development team and you'll get a solution you're happy with. Most functions work intuitively, which makes for efficient user trainings and pretty smooth adoption.
Cons
The logic behind the configuration of couple of components, e.g. registration and attendance for group activities is difficult to grasp; since the standard functionality didn't suit our program model, from the beginning we deployed various workarounds, making for an even more complex configuration and some less than straightforward procedures for users. All the while we were hoping for a more fundamental change or the offering of an alternative configuration. We thought that was being planned but it never materialized. That said, i would not have expected Exponent to make a fundamental alteration to teh package if we were the only customer asking for it.
There are several reporting constraints imposed by Salesforce.com technology that we don't like, but Exponengt can help develop teh requisite workarpunds as needed.
- Industry: Mental Health Care
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Experience with ECM
Reviewed on 2023/09/06
The transition from our previous client information system to ECM was quite smooth. Since making...
The transition from our previous client information system to ECM was quite smooth. Since making the transition, we have been very happy with ECM and the support we receive.
Pros
Exponent Case Management is flexible enough to adjust to our unique program, but with plenty of out-of-the box features to streamline implementation. It is user friendly and has robust reporting features. Customer support is very responsive. Having access to other tools in the Salesforce platform extends the value of the product.
Cons
Some of the built in features didn't work for our particular use case, but we have been able to customize the tool to meet our needs. Customizing can require some higher level technical skills.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Great product with complex functionality
Reviewed on 2018/02/03
Pros
Cara implemented ECM in 2014 alongside Exponent. We purchased ECM when it was still an unmanaged package, and as a result we do not pay ongoing license fees (beyond our Salesforce licenses) and do not receive any ongoing extensions or upgrades to functionality. The features that have been most beneficial to Cara are: the configurable "Service Entry" model of entering data across several objects on one form without having to navigate to those objects, the configurable Case Record Status Bar, and Group/Class functionality.
Cons
ECM comes loaded with complex functionality spanning a variety of potential human services and workforce needs. We utilize some of that functionality, but much of it is not relevant or fully aligned to our needs. We've been able to leverage Salesforce to adapt ECM's pre-built functionality in our own way or just completely build around ECM, but many of these realizations came long-after implementation and launch, and as a result we are slowly untangling some of the overly complex functionality that was running behind the scenes in our instance and sometimes taking up unnecessary data storage space or processing power. We were an early adopter of ECM and, at that time, the range of functionality wasn't fully documented and the length and depth of our consulting engagement wasn't necessarily sufficient to allow us to digest our options and repercussions of our decisions. All that said, we get a lot of value out of ECM!
Response from Exponent Partners
Hi Andrea, thanks so much for the review! You are right that since you adopted the 'beta'/unmanaged product at the time, our functionality was still evolving. Since we've moved to a managed package, we've added many features, simplified the structure, written full product documentation for every feature, built a significant amount of workforce development-specific functionality for organizations like yours, and more. New clients automatically get all these features plus any additional new features that we develop in the future. Thank you for being an early adopter and helping make this possible!
Exponent Case Management FAQs
Below are some frequently asked questions for Exponent Case Management.Q. What type of pricing plans does Exponent Case Management offer?
Exponent Case Management offers the following pricing plans:
- Starting from: US$240.00/year
- Pricing model: Subscription
- Free Trial: Not Available
Licensing from $240 per user, per year. Implementation cost varies depending on the number and complexity of your programs. Typically starts at $50,000. Contact Exponent Partners for pricing details on implementation.
Q. Who are the typical users of Exponent Case Management?
Exponent Case Management has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Exponent Case Management support?
Exponent Case Management supports the following languages:
English
Q. Does Exponent Case Management support mobile devices?
Exponent Case Management supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Exponent Case Management integrate with?
Exponent Case Management integrates with the following applications:
Boomi, Box, Gmail, Google Calendar, Microsoft Outlook, Microsoft SQL Server, NetSuite, Salesforce Platform, Salesforce Sales Cloud, Salesforce.org Nonprofit Cloud, Tableau, Workato, Zapier
Q. What level of support does Exponent Case Management offer?
Exponent Case Management offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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