ECM Flex: The Future of Configurable Case Management
Built on Salesforce, Designed for Nonprofits Who Need to Adapt and Scale
For Human Services Organizations, Flexibility Is No Longer Optional
If you’re using a point solution for case management, chances are you’ve felt boxed in. You might be stuck with rigid workflows, outdated interfaces, or reporting tools that require an expensive support ticket for even basic insights. These tools may have gotten you started, but they weren’t built to evolve.
As your organization grows and your programs diversify, the cracks begin to show. You need a system that adapts—not one that holds you back.
ECM Flex offers a new path forward: a way to move beyond inflexible point solutions and into a scalable, configurable system that grows with you—without the headache of a massive IT overhaul.
What Is ECM Flex?
ECM Flex is a fully managed offering that combines:
- A pre-configured, proven case management system (Exponent Case Management)
- Built-in best practices for human services
- The power and security of the Salesforce platform
- A dedicated team of experts to guide, implement, and support you continuously in an agile way
It’s built specifically for nonprofits who are tired of patching together aging tools, managing workarounds, or having to change how you deliver services because you’re told the system “just can’t do that.”
Why Point Solutions Fall Short
Point solutions might be purpose-built, but they’re also often:
- Difficult to adapt when your programs change
- Outdated in user experience and design
- Hard to customize without expensive vendor support
- Built for one or a limited number of program types—not many
- Lacking modern platform features like workflow automation, mobile, security, and advanced analytics
Even when they work well initially, point solutions usually hit a ceiling—and that ceiling shows up just when you need to expand or innovate on service delivery.
ECM Flex solves these problems by combining:
- The maturity and track record of ECM across a wide range of human service program types
- The power and flexibility of the Salesforce platform
- A managed, incremental, agile delivery model so you’re always evolving, never stuck
How It Works: Start Fast, Grow at Your Pace
With ECM Flex, there’s no waiting six months just to begin. You:
- Activate your system on day one
- Launch your first program within six weeks
From there, you can evolve in an agile, sustainable way—adding new features, rolling out new programs, and improving workflows using the built-in change request process. ECM Flex comes with a fully managed Customer Engagement Platform where you can track work, prioritize needs, and collaborate with your team and ours–you are in the drivers seat.
And because your system is pre-configured and expertly managed, you avoid technical debt and bloated systems. Your staff stays focused on your mission, not system troubleshooting.
ECM Flex: Designed for Adaptability and Longevity
- Scalable to support multiple programs, service areas, and workflows
- Configurable without the risk of over-customization
- Secure and trusted—built on Salesforce, the world’s #1 CRM platform
- Sustainable, thanks to ongoing expert support and documentation
If you’ve outgrown your point solution—or you see the signs coming—it might be time to consider something more powerful, flexible, and future-ready.
Let’s build something better, together.
