Exponent Case Management Pricing Plan & Cost Guide

Exponent Case Management

Case management solution for human services agencies

4.77/5 (13 reviews)

Exponent Case Management Pricing

Pricing model: Subscription

Contact Exponent Partners for pricing details.

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Exponent Case Management Pricing Reviews

Pros

  • The process is intuitive and straightforward. I'm happy when our instructors are happy.Jared Z.Read the full review
  • 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.Rick W.Read the full review
  • 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.Helene R.Read the full review

Cons

  • The learning curve has been steep for me (system administrator) since I didn't have previous Salesforce experience. There is so much to learn it can be hard to know where to start.Mary Lynn A.Read the full review
  • Runs very slow (especially in lightning view), Salesforce functions are not intuitive, pulling reports was very difficult at first.Julia D.Read the full review
  • 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.Helene R.Read the full review
100%
recommended this to a friend or a colleague

5 reviewers had the following to say about Exponent Case Management's pricing:

Julia D.

Exponent helped us design a custom program which increased efficiencies and simplified procedures.

Used daily for 6-12 months
Reviewed 2018-03-02
Review Source: Capterra

Improved data collection and storage, which allowed our program to develop impactful quantitative outcomes.

Pros
Fully customizable, excellent customer service, responsive to needs, lightning vs. classic views, value for cost is unbelievably good.

Cons
Runs very slow (especially in lightning view), Salesforce functions are not intuitive, pulling reports was very difficult at first.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Dorothy E. "Dolly" H.

ECM makes our users happy and it makes me feel like a rockstar!

Used daily for 1-2 years
Reviewed 2018-01-10
Review Source: Capterra

Pros
What I like most about ECM is it makes our users happy! My goal is to streamline processes and produce accurate information to our funders, administration, and program directors. Reduce the burden on the service provider so they can assist those in need. I love that it's built on Salesforce and it's modifiable without adding expense. In the non-profit world, there are too many applications that are created by unstable companies and we could not afford the cost of re-implementation. Not only does ECM deliver the features we need we can integrate features across the organization (client-facing services, finance, marketing, administration) and report that data all from one application. Exponent Partners has structured the application well so that modifications are easily accomplished by the user.

Cons
All those features can sometimes be a little overwhelming. However, there are thousands of users in the forums to assist you. Regardless, I find using this application more fun (yes, fun) than any I can remember.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Helene R.

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

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Andrea C.

Great product with complex functionality

Used daily for 2+ years
Reviewed 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
Features
Customer support

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Rick W.

Take advantage of what ECM offers

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 8/10

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