Exponent Case Management

Case management solution for human services agencies

4,8 /5 (13 reviews) Write a Review!

Exponent Case Management Overview

What is Exponent Case Management?

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.

Exponent Case Management Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Exponent Partners for pricing details.


Exponent Case Management Features

Devices
Business size
S M L
Markets
United States, Canada, Australia
Supported Languages
English

Media

Case record module
Intake forms
Service Tracking Module
Dashboard for case management
Reporting feature displays outcomes
Exponent Case Management screenshot: Case record module Exponent Case Management screenshot: Intake forms Exponent Case Management screenshot: Service Tracking Module Exponent Case Management screenshot: Dashboard for case management Exponent Case Management screenshot: Reporting feature displays outcomes

Exponent Case Management Reviews

Exponent Case Management Reviews

Overall rating
4,8
/
5
Excellent
10

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,6
Ease of Use
4,5
Customer Support
4,7
100% recommended this app
Jonathon S.

Exponent Partners has provided us with a powerful tool to improve our organizational...

see comments on review


Helene R.

A very flexible and powerful system providing a strong backbone to any Case Management Flows

We are a non profit working with Children , Youth and Families. We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services.
We are implementing Exponent across all our services in iteration, one department at a time. We currently have about 20 users and will have over 40 social workers by the end of this year.


Rick W.

Take advantage of what ECM offers

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...)


Andrea C.

Great product with complex functionality


Jared Z.

ExP is superb!

The overall experience is very positive. We are content with the solutions Exponent Case Management offers and customer support has been a bright spot as well. I received consistent response for every request I ever sent in. The support team is knowledgeable, professional, and helpful.


Jonathon S.
Industry: Civic & Social Organization
Company size: 201-500 Employees

Exponent Partners has provided us with a powerful tool to improve our organizational performance

Used Daily for 2+ years
Reviewed on 2018/01/22
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Helene R.
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

A very flexible and powerful system providing a strong backbone to any Case Management Flows

Used Daily for 2+ years
Reviewed on 2020/10/13
Review Source: Capterra

We are a non profit working with Children , Youth and Families. We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services.
We are implementing Exponent across all our services in iteration, one department at a time. We currently have about 20 users and will have over 40 social workers by the end of this year.

Pros

Exponent Case Management, much like Salesforce system it is built on, is a very powerful product that allows any organization to map and fits its proprietary business processes to the system. Providing a shell with common generic concepts and a lot of predefined functionality based on case management best practices, any human services business can then tailor the product to meet their specific needs , not matter if what their area of service may be.

Cons

With flexibility comes complexity and at the time we began our implementation of Exponent Case Management, there was a lot of configuration to be done just to get the initial product up and running and not much documentation readily available. It was therefore time consuming. Today Exponent have invested in many "boxed" implementation kits for the average organization to get off the ground much more efficiently.
We are based in Kong Kong and wish that Exponent could provide an implementation partner in our timezone making use of big IT hubs such as India or the Philippines to enable also cost savings.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Rick W.
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

Take advantage of what ECM offers

Used Daily for 2+ years
Reviewed on 2020/10/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Andrea C.

Great product with complex functionality

Used Daily for 2+ years
Reviewed on 2018/02/03
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Jared Z.
Industry: Education Management
Company size: 51-200 Employees

ExP is superb!

Used Daily for 1+ year
Reviewed on 2020/10/05
Review Source: Capterra

The overall experience is very positive. We are content with the solutions Exponent Case Management offers and customer support has been a bright spot as well. I received consistent response for every request I ever sent in. The support team is knowledgeable, professional, and helpful.

Pros

Exponent Case Management is a package we are using to track program participation for us. At Boys & Girls Clubs of the Peninsula, we are offering programs for our students from K-8 all the way to College. I can say that we have numerous and different needs for our kids and Exponent Case Management has made it possible to cater those needs. We have been able to set up efficient solutions for our end users to easily enter data and report it out. Previously, our biggest challenge was the time consuming nature of data entry, our instructors have repeatedly voice this to us. With Exponent Case Management package, an instructor is able to set up a class, roster it up, and manage attendance within minutes. The process is intuitive and straightforward. I'm happy when our instructors are happy.

Cons

Exponent Case Management is unique. It has its own do's and don'ts, plan on spending some time to get to study this package.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8,8/10
Based on 13 user ratings
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Exponent Case Management Pricing

Exponent Case Management Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Exponent Partners for pricing details.

Contact Exponent Partners for pricing details.

Value for Money
4,8/5
Based on 13 user ratings
Compare value for money rating with alternatives
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Exponent Case Management Features

Exponent Case Management Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Case Management
Compliance Management
Customizable Reporting
Document Management
Document Storage
Equipment Tracking
Geographic Maps
Inspection Management
Inventory Management
Records Management
Reporting & Statistics
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Workflow Management
Features
4,6/5
Based on 13 user ratings
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Categories

Additional information for Exponent Case Management

Additional information for Exponent Case Management

Key features of Exponent Case Management

  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Client Management
  • Document Management
  • Event Management
  • Forms Management
  • Goal Setting / Tracking
  • Reporting & Statistics
  • Task Management
  • Training Management
  • Volunteer Management

Exponent Case Management FAQs

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:

Pricing model: Subscription

Free Trial: Not Available

Contact Exponent Partners for pricing details.

Q. What are the main features of Exponent Case Management?

Exponent Case Management offers the following features:

  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Client Management
  • Document Management
  • Event Management
  • Forms Management
  • Goal Setting / Tracking
  • Reporting & Statistics
  • Task Management
  • Training Management
  • Volunteer Management

Q. Who are the typical users of Exponent Case Management?

Exponent Case Management has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Exponent Case Management support?

Exponent Case Management supports the following languages:

English

Q. Does Exponent Case Management support mobile devices?

We do not have any information about what devices Exponent Case Management supports

Q. What other apps does Exponent Case Management integrate with?

Exponent Case Management integrates with the following applications:

Boomi, Box, Conga, Gmail, Microsoft Outlook, Salesforce Sales Cloud, Zapier

Q. What level of support does Exponent Case Management offer?

Exponent Case Management offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials