The Power of Customer Feedback: A Year of Compyle Improvements in Review (2022)

3. Summer 2022: Data Collections & Folder Refresh

Key Story:

During the Summer, Compyle got a visual upgrade in the top menu navigation and homepage sections. The upgrade included greater contrast to improve accessibility and more sensible navigation between Clear Impact products. Along with the visuals, we changed the “Survey” tab to “Collected Data.” In the Collected Data tab, we increased ease of access by improving filtering, searching, and sorting.

We also expanded standard, built-in participant fields in this update to allow more flexibility in expanding the predefined options. In this way, we’ve empowered users to make their data sets more inclusive and include breakdowns for demographics relevant to their work. This update included more settings for custom fields, including archiving, bulk updating, hide, and show options for all field inputs. 

Summer 2022 Summary:

• Top Nav & Homepage redesign
• Folder Refresh
• Field Settings
• Analytics
• Pending Participants
• General Improvements

Summary of Benefits to Users:

• More easily manage the different types of data you collect and analyze.
• Improve your navigation within Compyle with enhanced folder layout.
• Achieve greater inclusiveness with participant demographics. 
• Expanded bulk data updates allow your data to evolve along with your organization.
• Achieve greater flexibility in collecting data points with skip logic/conditional logic. 
• Enjoy increased user-friendliness of outcomes tracking for individuals and organizations.
• Achieve greater accessibility with higher color contrasts.
• More quickly find your participants throughout the system.
• Better manage newly registered participants.

4. Fall 2022: Analytics Upgrade: Compylations & Scorecard Feeds

Key Story:

In autumn, we upgraded Compyle’s analytic capabilities with enhanced Compylation functionality and interface updates. We also significantly expanded Scorecard Feeds by adding scheduling capabilities for automated data transfers to Scorecard. 

Fall 2022 Summary

• Compylation Features & Improvements
• Expanded Filters & Summaries
• Graph Updates
• Interface Updates
• General Improvements
• Scorecard Feed Expansion
• Interface Redesign
• New Features
• Scheduling & Automation 
• Assorted Refinements

Summary of Benefits to Users

• Access more analytic options and geographic disaggregation capabilities.
• Focus on relevant timeframes and differentiate between response count and participant count.
• Enjoy increased ease of use, intuitiveness, and greater efficiency.
• Achieve greater transparency about what is counted and where.
• Achieve accuracy with calculations that function correctly and consistently across all field types, filters, and time periods.
• More easily view scorecard feeds, find the ones you are interested in, and know when the feed will transfer data.
• Access more information about existing scorecard feeds, including the calculations and data that they draw on.
• Enjoy increased access to feed data, more feed management options for greater control, and the added ability to preserve data transfer history for outdated feeds.
• Simplify and clarify connections between Scorecard and Compyle to avoid confusion.
• Free up staff time to focus on analyzing the data instead of transmitting it periodically.
• Enjoy more resources, faster response times, and more processing power.

5. Winter 2022: Anonymous Surveys & External Referrals

Key Story:

The final Compyle 2022 update  included enhancements to surveys and survey management with updated language, interface improvements, responder type settings, expanded public registration forms, and two new features: 

1. Anonymous responses and, 
2. External participant referrals. 

We also realized that Compyle’s language had been loose and needed refinement. The system had been using “participants” to mean either “service recipients/clients” or “any survey/data tool response,” depending on context. To simplify this, the Clear Impact team created a list of definitions to improve clarity within Compyle:

• Responders: “a person or thing that answers a survey”; participants, organizations, or anonymous entities that complete a survey/data tool. 
• Participants: clients, service recipients, consumers, humans receiving service/advocacy/support/activity, etc.
• Referrers: outside providers, family, or friends who refer a participant by submitting a survey/data tool response.
• Organizations: agencies, departments, or programs receiving service/funding/advocacy/support/ etc.
• Anonymous: entities completing a survey or other data ask who choose not to identify themselves.
• Responses: survey/data tool records submitted for a particular instance.

We created “anonymous responses” in this release, allowing organizations to gather survey information without capturing individual responders’ identities, providing a safe space for feedback. The fields for anonymous surveys are also entirely customizable, meaning that an organization can choose which demographic questions to ask and what fields to require on the public form and the survey.

Finally, the Winter 2022 update added referral options for surveys and other data collection forms to make it easier for outside providers, family, or friends to refer participants to organizations. Users can choose who they are filling out a survey for (i.e., themselves or someone else). If they choose “someone else,” they are not required to enter an email address for the participant and can immediately start entering the information they have.  

Winter 2022 Summary:

• External Participant Referrals: simplifies the process for referring participants, adds  survey landing page options, referral skips the email address entry, optional setting
• Responder Types: collect survey responses from participants, organizations, anonymous, and outside providers referring participants
• Anonymous Responses: anonymous surveys, anonymous records (similar to participants), optional setting
• Group Access Management features: automatically assign new participants/organizations to groups based on the public form completed, resolved a group permissions access conflict, option to disable the “pending” status hold for new participants
• Form Design Enhancements: improvements for Entity forms, Public forms, Surveys/Data Tools
• Assorted Refinements: fixes/finesse added for Groups & User Access, Analytics, Navigation

Summary of Benefits to Users:

• Request anonymous feedback with the flexibility to choose what optional or required fields you collect about responders.
• Simplify the referral process for providers, family, friends, and others who may be referring a client but not have all of their contact info.
• Ensure you are getting the information you need most from those completing public registration forms, referring clients, and responding to surveys.
• Access better tools for creating smoother and customized workflows for survey respondents.
• Develop separate registration forms for different programs that automatically add new participants/organizations to those programs to reduce the administrative effort needed for day-to-day record management.

6. Helpful Links

• Download our one-page Compyle overview.
• Schedule your private, custom demo of Compyle.
• Learn more about the differences between Clear Impact Scorecard and Clear Impact Compyle.
• See all Clear Impact has to offer in our Company and Services Overview document.
• Watch a Compyle case study webinar or watch it below (Carroll County Local Management Board).