# Exponent Case Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Exponent Case Management the right Human Services solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/169492/Exponent-Case-Management/reviews --- Exponent Case Management 4.8 (14) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Exponent Case Management Ease of use 4.4 Customer Service 4.7 ## Showing most helpful reviews Showing 1-14 of 14 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jonathon S. Director-Quality Improvement Civic & Social Organization Used the software for: 2+ years ### "Exponent Partners has provided us with a powerful tool to improve our organizational performance" January 22, 2018 5.0 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. Review Source MR Michelle R. Associate Director of Data & Learning Non-Profit Organization Management Used the software for: 2+ years ### "An app that grows with you" March 18, 2022 5.0 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. Alternatives considered [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) Reason for choosing Exponent Case Management They were already talking our language when it came to what we wanted to do with a case management system but also where we wanted to go in the future. Customization, tech support, and their experience as thought partners in the field of human services. The primary architect was himself once a Workforce coach. That shows in the design. Review Source Response from Exponent Partners March 31, 2022 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. RW Rick W. Director of Organizational Impact Non-Profit Organization Management Used the software for: 2+ years ### "Take advantage of what ECM offers" October 8, 2020 4.0 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. Reason for choosing Exponent Case Management Alignment of our long term plan for our system with Exponent's offerings and Salesforce.com's possibilities (and broad support for nonprofit organizations' inclusion in their movement); positive reviews of product; confidence in proposals from Exponent team after initial discovery and planning processes. Review Source AC Andrea C. Director of Data & Technology Used the software for: 2+ years ### "Great product with complex functionality" February 3, 2018 4.0 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! Review Source Response from Exponent Partners February 6, 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! HR Helene R. Director - Deputy COO Non-Profit Organization Management Used the software for: 2+ years ### "A very flexible and powerful system providing a strong backbone to any Case Management Flows" October 13, 2020 5.0 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. Reason for choosing Exponent Case Management \- Best practises of Case Management already available so not reinventing the wheel. - Strong track record with large foster agencies that gave references - Customization possibilities Review Source MA Marylynn A. Assistant Director Mental Health Care Used the software for: 2+ years ### "Great Experience with ECM" September 6, 2023 5.0 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. Review Source JZ Jared Z. Database Admin & Analyst Education Management Used the software for: 1-2 years ### "ExP is superb!" October 5, 2020 5.0 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. Reason for choosing Exponent Case Management The Exponent Case Management have put in time and effort in delivering a wonderful and applicable demo. Exponent has also demonstrated its ability to develop custom features that were deemed vital to us including but not limited to: 1. Tracking students via ID Cards and scanner 2. Ease of attendance taking 3. Reporting on students who check in and out of our buildings in real time Review Source Dorothy E. "Dolly" H. Manager Of Information Systems Used the software for: 1-2 years ### "ECM makes our users happy and it makes me feel like a rockstar! " January 10, 2018 5.0 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. Review Source Kai H. Director of Programs Used the software for: 6-12 months ### "Exponent has been great to work with!" February 22, 2018 5.0 Pros 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. Cons 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. Review Source RT Rain T. Program & Evaluation Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Good tools, confusing interface" October 14, 2020 5.0 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. Pros Despite the complex object schema and the extensiveness of Apex in place, there are almost never bugs. Also, customer service is really great! Cons 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. Review Source PR Patricia R. Executive VP Used the software for: 2+ years ### "Implementing ECM was a "game changer" for our organization!" February 20, 2018 5.0 Pros 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. Review Source RD Roxanne D. Director of Policy and Evaluation Non-Profit Organization Management Used the software for: 2+ years ### "Very experienced team who are familiar with nonprofits. Leveraged knowledge to maximize efficiency." January 17, 2018 4.0 ability to have one system where we can track data across the organization Pros the software is very user friendly and can be customized to reflect the various functions of our multi-service organization. Cons Would be great if we could connect with city or state agencies to decrease the number of systems organizations have to use Review Source SO Shane O. Integrated Systems Director Used the software for: 1-2 years ### "Exponent Partners has been amazing to work with! They worked to find solutions to all our needs " January 15, 2018 5.0 Pros ECM is easy to use and the Salesforce platform provides amazing portability and reporting capabilities. Cons 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. Review Source JD Julia D. Director of Resident Services Non-Profit Organization Management Used the software for: 6-12 months ### "Exponent helped us design a custom program which increased efficiencies and simplified procedures." March 2, 2018 5.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.