Mar 13, 2013

1st Release: Learn Action Pages and Share Support!

Posted by Keith Mancuso

Hey everyone,

We are excited to announce that we just pushed the lastest release of Change Machine Beta live. Thank you to everyone who has been using the system so far and providing your feedback. We hope to continue these releases once a month, so please continue to provide feedback and ideas!

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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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Oct 28, 2014

Change Machine Release 2.4

Posted by Saul Miller

Hi Change Machine Community!

We are so excited to share Change Machine Release 2.4 with you. This release includes updates in every part of Change Machine. The Learn section has been totally redesigned, there is a brand new Toolbox in Coach, and even Share has a fresh look!

It is available to all users as of Monday, October 27th, 2014. For those of you with Learn and Coach access, be sure to watch the training videos below to familiarize yourself with the changes. We look forward to hearing how you like the new release in the Change Machine Community Group.

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Mar 16, 2015

Change Machine Release 2.5

Posted by Saul Miller

Hi there Change Machine Community!

After a few quiet months of smaller maintenance releases, we are happy to share Release 2.5 with all of you. This most recent round of improvements focused on the COACH section of Change Machine.

The new release is available to all users as of Monday, March 16th, 2015. Please review the release details below. We look forward to hearing your feedback in the Change Machine Community Group. Just tag your comments with the topic "Release 2.5".

Like what you see but don't have Enterprise access yet? Contact us today at [email protected] to discuss a subscription upgrade.

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Jun 05, 2015

Change Machine Release 2.6

Posted by Saul Miller

Hi there Change Machine Community!

We're excited to share Change Machine Release 2.6 with all of you. This release will deliver a new level of tech support features and improvements to the COACH section of Change Machine. This is the first release in a series of five releases leading up to Change Machine's public launch in October.

The new release is available to all users on Monday, June 8th, 2015. Please review the release details below to familiarize yourself with the improvements. Register Here for a virtual Q&A event on Thursday, June 11th at 3pm ET.

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Jul 24, 2015

Change Machine Release 2.7

Posted by Saul Miller

Hi there Change Machine Community!

The Change Machine Help Center is here! Release 2.7 takes Change Machine technical support to a new level by introducing the Help Center and more. This is the second release in a series of five releases leading up to Change Machine's public launch in October.

The new release is available to all users on Monday, July 27th, 2015. Please review the release details below to familiarize yourself with the improvements.

Change Machine Release 2.7 Highlights

  • New Help Center: A dedicated site with instructional guides, how-to videos and upcoming community trainings.
  • Enhanced Customer Reporting: Managers can now easily measure customer asset balances, income, banking costs, credit score and total debt changes.
  • Clock Your Meetings: You can now keep track of time spent on the various sections in each meeting.
  • Enhancements and Bug Fixes: Improving Change Machine throughout the platform. Thanks for all of the feedback!
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Sep 07, 2015

Change Machine Release 2.8

Posted by Saul Miller

Hi there Change Machine Community!

The newest Change Machine release introduces a customized landing page for all users and new levels of customer tracking in COACH. It will be available on Monday, September 7th, 2015.

Change Machine Release 2.8 Highlights

  • Landing Page: A single location to easily access all the important features of Change Machine. Browse important announcements, complete lessons in LEARN, ask a question in SHARE, or create a new customer profile in COACH, all from one place!
  • Meeting Notes: Enter high level session notes for each meeting on the Meetings Tab in COACH.
  • Track Customer Referrals: Does your organization have referral partners? Organizations can now customize your list of referral partners in the Manager Portal and track customer referrals using the Referrals Tab in COACH.
  • Financial Capability Scale Survey: Change Machine has long had the FCS survey integrated into COACH. Now you can manually add a survey during any customer meeting and receive automatic prompts for follow-up surveys every three months.
  • New Manager Tools - Customer Baseline Reports: Measure and communicate the scale and impact of your programs by tracking changes to key customer financial metrics (asset balances, income, banking costs, credit scores and debt) in the Manager Portal.
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Oct 12, 2015

Change Machine Release 2.9

Posted by Saul Miller

Hi there Change Machine Community!

With Change Machine Release 2.9, getting started on Change Machine has never been easier. It will be available to all users on Monday, October 12th, 2015.

Change Machine Release 2.9 Highlights

  • Getting Started Checklist: A personalized checklist guides you through the first steps of success on Change Machine. Will you check them all?
  • Top Groups and Top Topics: New Group and Topic summary pages in SHARE highlight the groups and topics
  • New Profile Page: Your profile is your face in the Change Machine Community. Upload a profile picture and let the community know who you are.
  • New COACH Design: We refreshed the customer intake process and customer dashboard designs.
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Jul 02, 2014

Exciting Coach Changes Released 6/26/2014

Posted by Saul Miller

Hey Everyone!

We are excited to share some big updates to the Coach section of Change Machine. There are updates to some areas you are familiar with and brand new interactive worksheets to use with your customers.  For those of you with Coach access, please watch the training videos to familiarize yourself with the updates.

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Jan 30, 2014

New Year, New Features

Posted by Keith Mancuso

Every time I sit down to write about a new release I find myself saying, "This is our biggest release to date" and this one is no exception!

This release has new features in every section of the site, including this blog you're reading right now.

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