Exponent Case Management

Was ist Exponent Case Management?

Designed with mid-to-large Human Services organizations in mind, Exponent Case Management is a customizable platform for intake, assessment, service tracking, case records, outcomes and compliance reporting, referral tracking, and more. Built on the Salesforce platform, ECM enables a whole agency approach to drive radically better impact. This all-in-one platform for program and performance management is ideal for multi-service nonprofit agencies.

Wer verwendet Exponent Case Management?

Mid-to-large nonprofit human services organizations including workforce development, child & family services, homelessness & HMIS, refugee support, foster care, re-entry programs & more.

Wo kann Exponent Case Management bereitgestellt werden?

Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Exponent Partners
  • Ansässig in San Francisco, USA
  • 2005 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Australien, Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

Über den Anbieter

  • Exponent Partners
  • Ansässig in San Francisco, USA
  • 2005 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Australien, Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

Exponent Case Management – Videos und Bilder

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Videos zu Exponent Case Management
Exponent Case Management Software - 1
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Exponent Case Management Software - 4
Exponent Case Management Software - 5

Kosten ähnlicher Produkte wie Exponent Case Management vergleichen

Exponent Case Management

240,00 $/Jahr
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
350,00 $/Monat
Kostenlose Version
Gratis Testen
50,00 $/Monat
Kostenlose Version
Gratis Testen

Exponent Case Management Funktionen

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Beurteilung-Management
  • Dokumentenmanagement
  • Empfehlungs-Management
  • Fall-Aufzeichnungen
  • Fall-Management
  • Formularverwaltung
  • Kalenderverwaltung
  • Kundenmanagement
  • Programm-Management
  • Terminplanung
  • Terminverwaltung
  • Workflow-Management
  • Zielsetzung / Nachverfolgung
  • für gemeinnützige Organisationen

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Bewertungen über Exponent Case Management

Durchschnittliche Bewertung

Gesamt
4,8
Benutzerfreundlichkeit
4,4
Kundenservice
4,7
Funktionen
4,6
Preis-Leistungs-Verhältnis
4,6

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
79%
4
21%
Jonathon
Jonathon
Director-Quality Improvement in USA
Verifizierter Nutzer auf LinkedIn
Bürgerliche & soziale Einrichtungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 5 Jahren

Kommentare: see comments on review

Vorteile:

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.

Nachteile:

Most of the minor cons I have are related to limitations with Salesforce rather than ECM. Overall, ECM is meeting our needs.

Michelle
Associate Director of Data & Learning in USA
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

An app that grows with you

5,0 vor 5 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Exponent Partners

vor 5 Monaten

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.

Andrea
Director of Data & Technology in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product with complex functionality

4,0 vor 5 Jahren

Vorteile:

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.

Nachteile:

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!

Antwort von Exponent Partners

vor 5 Jahren

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!

Helene
Director - Deputy COO in Hongkong
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Rick
Director of Organizational Impact in USA
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Take advantage of what ECM offers

4,0 vor 2 Jahren

Kommentare: 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...)

Vorteile:

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.

Nachteile:

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.