Avis clients sur Exponent Case Management

par Exponent Partners

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En savoir plus sur Exponent Case Management

Un système de gestion de cas complet sur la plateforme Salesforce, conçu sur la base des bonnes pratiques en matière de services sociaux.

En savoir plus sur Exponent Case Management

13 avis affichés

Jonathon S.
Jonathon S.
Director-Quality Improvement
Organisme social ou civique, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 22/01/2018

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

Commentaires: see comments on review

Avantages: 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.

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

  • Source de l'avis 
  • Publié le 22/01/2018
Helene R.
Director - Deputy COO
Gestion d'organisme à but non lucratif, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 13/10/2020

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

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 13/10/2020
Rick W.
Director of Organizational Impact
Gestion d'organisme à but non lucratif, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 08/10/2020

"Take advantage of what ECM offers"

Commentaires: 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...)

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 08/10/2020
Andrea C.
Director of Data & Technology
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 03/02/2018

"Great product with complex functionality"

Avantages: 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.

Inconvénients: 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!

Réponse de l'éditeur

envoyé par Exponent Partners le 06/02/2018

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!

  • Source de l'avis 
  • Publié le 03/02/2018
Jared Z.
Database Admin & Analyst
Gestion de l'enseignement, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 05/10/2020

"ExP is superb!"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 05/10/2020
Dorothy e. "dolly" H.
Dorothy e. "dolly" H.
Manager Of Information Systems
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 10/01/2018

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

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 10/01/2018
Rain T.
Program & Evaluation Coordinator
Gestion d'organisme à but non lucratif, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 14/10/2020

"Good tools, confusing interface"

Commentaires: It's a good product. I administrate it but I wasn't around for when we installed it, so I have no comparison at this organization. I must say that the folks who respond to our support emails respond very quickly! I sometimes wish they had more content knowledge.

Avantages: Despite the complex object schema and the extensiveness of Apex in place, there are almost never bugs. Also, customer service is really great!

Inconvénients: The interface is pretty non-intuitive and the explanations of how to use the interface on the Exponent support site are somewhat lacking. I would like to see more development of those tutorials.

  • Source de l'avis 
  • Publié le 14/10/2020
Kai H.
Kai H.
Director of Programs
51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 22/02/2018

"Exponent has been great to work with!"

Avantages: Exponent Case Management gives program staff an effective case management system built around our processes and workflows, helping staff deliver better services to clients. It gives executive staff real-time performance data for better planning and fast corrections. We really like how quickly we can build out new programs and update fields and settings. We really like the Salesforce ecosystem that Exponent Case Management is part of, including the great community of nonprofits who use Salesforce and share their best practices. We also look forward to taking advantage of the large ecosystem of other applications that integrate with Salesforce.

Inconvénients: Some of our staff are coming from pen and paper systems. The shift to an online database with lots of relationships between different kinds of fields and objects has taken some additional training and time.

  • Source de l'avis 
  • Publié le 22/02/2018
Patricia R.
Executive VP
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 20/02/2018

"Implementing ECM was a "game changer" for our organization!"

Avantages: It's flexibility. We are a fairly large multi-service nonprofit with a very complex funding situation that requires us to collect A LOT of data and report on it in many different ways. We get new grants all the time and it is really easy to add new programs and their data reporting requirements to ECM. Before ECM, we had to pay our software company every time we needed to make a change, now we are self-reliant. ECM also allowed us to standardize our data collection across programs so we can report agency-wide outcomes.

  • Source de l'avis 
  • Publié le 20/02/2018
Mary lynn A.
Assistant Director
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 09/02/2018

"Great support. Smooth transition. Intuitive and easy to use."

Avantages: The system is intuitive and easy to use, making the transition from our legacy system easier than anticipated. Users have been very happy with it. The reporting features are terrific. It allows for a lot of customization.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 09/02/2018
Roxanne D.
Director of Policy and Evaluation
Gestion d'organisme à but non lucratif, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 17/01/2018

"Very experienced team who are familiar with nonprofits. Leveraged knowledge to maximize efficiency."

Commentaires: ability to have one system where we can track data across the organization

Avantages: the software is very user friendly and can be customized to reflect the various functions of our multi-service organization.

Inconvénients: Would be great if we could connect with city or state agencies to decrease the number of systems organizations have to use

  • Source de l'avis 
  • Publié le 17/01/2018
Shane O.
Integrated Systems Director
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 15/01/2018

"Exponent Partners has been amazing to work with! They worked to find solutions to all our needs"

Avantages: ECM is easy to use and the Salesforce platform provides amazing portability and reporting capabilities.

Inconvénients: I wish that the service plan goals were not automatically generated and could start and 1 and go in ascending order from there for each client.

  • Source de l'avis 
  • Publié le 15/01/2018
Julia D.
Director of Resident Services
Gestion d'organisme à but non lucratif, 11-50 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 02/03/2018

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

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

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

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

  • Source de l'avis 
  • Publié le 02/03/2018