Dec 18, 2015

Change Machine 3.0

Posted by Saul Miller

Hi there Change Machine Community!

After more than a year of development, Change Machine 3.0 is here! It will be available to all users on Monday, December 21, 2015.

Change Machine 3.0 Highlights

  • Manager Portal MANAGE: Formerly called the Manager Portal, the special area of Change Machine that supports managers and network users with program management and evaluation has been totally redone. Check out MANAGE with guided organization setup checklists, Manager Toolbox, and dedicated Data Portal.
  • LEARN Badges and Certificates: Your hard work on the quizzes in LEARN deserves to be recognized. Now, you can show off your new financial coaching knowledge with a printable certificate and an acknowledgement on your LinkedIn profile.
  • COACH Dashboard and Metrics: New charts and statistics provide coaches with insights into their caseload and performance. Reporting is no longer just for managers!
  • Customer Collaboration: Collaborating with your colleagues has never been smoother. Change Machine now makes it easy to see who is a customer's primary coach and who the customer met with at each meeting.
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Apr 20, 2016

Change Machine 3.1

Posted by Clement Chan

We're excited to kick off Change Machine's development in 2016 with Release 3.1!

We’ve been hard at work improving the core infrastructure that runs Change Machine. This sets up the platform to run more efficiently with even fewer bugs, while preparing ourselves for an exciting year of new development.

This new release will be available to all users on Monday, May 9, 2016.

While much of this work is on the backend, there are also a few new features on the frontend for all of you!

Change Machine 3.1 Highlights

  • SHARE Redesign: We're propelling ourselves to the future! Your SHARE experience has been reimagined with a beautiful, modern user interface, allowing you to ask questions and view discussions easier than before.
  • Mixed Access Levels: Organizations can now have users with various access levels on the same organizational account! While previously this was not possible, you can now have any combination of Basic, Community, Coach, and Manager access levels in a single organization.
  • Collaborate on Customers Across Organizations: Do you have partner organizations on Change Machine as well? Now, customers can be handed off from one organization to another to receive all the services that they need! The receiving organization will then have access to information that has already been entered, allowing them to immediately get the fullest picture of the customer.
  • Customer Management: For those with access to COACH, working with customers has never been easier. In this release, we've re-enabled the automatic duplicate customer check, restored the ability to delete customer records and made it easier to change the Primary Coach.
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Jun 13, 2016

Change Machine 3.2

Posted by Clement Chan

It's time for Change Machine release 3.2!

This release focuses on improving COACH and how you work with customers on Change Machine. These enhancements are available on Monday, June 13, 2016!

Change Machine 3.2 Highlights

  • Intake Enhancements: We've improved the intake interface when adding new customers to COACH, integrated demographics fields into the process, and made demographics fields customizable for your program! You can also now re-open the intake tabs from the Customer Details tab. Contact us to customize demographics for your program or opt out of demographics tracking. 
  • Action Plan Enhancements: From the Action Plan, you can now easily access relevant tipsheets and worksheets directly to support a specific coaching action. You can also conveniently jump to a dynamic worksheet tab from a relevant action tile (i.e. from Identify Goals on the Action Plan to the Goals worksheet to enter a new goal.)
  • Meetings Tab Enhancements: The Meetings tab is a record of all interactions with your customer. With the new release, you'll never forget to add a new meeting or activate an old meeting again! Helpful alerts have been implemented to guide you through the process.
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Jul 26, 2016

Change Machine 3.3

Posted by Clement Chan

By popular demand from our users, Change Machine Release 3.3 makes the COACH platform area more accessible to Spanish-speaking customers.

This new release will be available to all users on Monday, July 25, 2016.

Change Machine 3.3 Highlights

  • Language Preference: You are now able to set a language preference between English or Spanish for each customer in COACH.
  • Spanish Action Plan: The Action Plan you know and love in COACH is now also available in Spanish! 
  • Spanish Dynamic Worksheet Printouts: Information that you enter into the COACH dynamic worksheets in the Goals, Assets, Banking, Credit, Debt, and Taxes tabs can now also be printed in Spanish! You may print these as a summary for your customer on what you've worked on together with them during a session.
  • Simplified Income Worksheet: On the Income dynamic worksheet, income sources are now reorganized into two major categories: Income and Income Supports. Similar to the existing Expenses dynamic worksheet, these sections are collapsible to focus on the income types you are working on. 
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Aug 22, 2016

Change Machine 3.4 - Maintenance and Bug Fixes

Posted by Clement Chan

It's summertime, and it's time to keep bugs at bay!

The Change Machine team is committed to continually improve the platform. Your feedback to us has been invaluable, many of which have been included in this latest maintenance release.

With a tech support median response time of 5 minutes in the last 3 months, rest assured that we read each feedback closely. So don't hesitate to reach out to us via the tech support conversation bubble (or email us at [email protected]) if you run into any issues!

This new release includes bug fixes and enhancements to improve your experience on Change Machine, and will be rolled out automatically to all users on Monday, August 22, 2016.

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Sep 23, 2016

Change Machine 3.5

Posted by Clement Chan

Fall is officially here, and with it, brings us one step closer to tax time.

We're excited to announce the launch of the Tax Refund Analyzer (in beta), which can be found in the Taxes tab in COACH!

The analyzer helps to identify customers who may be phased out of the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC).

By entering your customers' past tax return information into the analyzer, your customer will then know when they may be disqualified for the EITC and CTC, and better plan for their future.

This new release also includes general bug fixes to improve your Change Machine experience, and will be rolled out automatically to all users on Monday, Sep 26, 2016.

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