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    Info Session: From Trax To COMPASS-360: October 20, 2020

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    hnoor6
    This document provides information about moving from the Trax tracking system to a new system called Compass-360. It outlines the session objectives, differences between the systems, timeline for implementation, and next steps for affiliates to prepare for migration. Key points include that 95% of the network currently uses Trax, but it has issues with data quality, security and reporting. Compass-360 aims to provide an accessible, collaborative and sustainable tracking system. Affiliates will work with a migration team to transfer over their data and customize reports and permissions in the new system.

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    Info Session: From Trax To COMPASS-360: October 20, 2020

    Uploaded by

    hnoor6
    21 views14 pages
    This document provides information about moving from the Trax tracking system to a new system called Compass-360. It outlines the session objectives, differences between the systems, timeline for implementation, and next steps for affiliates to prepare for migration. Key points include that 95% of the network currently uses Trax, but it has issues with data quality, security and reporting. Compass-360 aims to provide an accessible, collaborative and sustainable tracking system. Affiliates will work with a migration team to transfer over their data and customize reports and permissions in the new system.

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    This document provides information about moving from the Trax tracking system to a new system called Compass-360. It outlines the session objectives, differences between the systems, timeline for implementation, and next steps for affiliates to prepare for migration. Key points include that 95% of the network currently uses Trax, but it has issues with data quality, security and reporting. Compass-360 aims to provide an accessible, collaborative and sustainable tracking system. Affiliates will work with a migration team to transfer over their data and customize reports and permissions in the new system.

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    21 views14 pages

    Info Session: From Trax To COMPASS-360: October 20, 2020

    Uploaded by

    hnoor6
    This document provides information about moving from the Trax tracking system to a new system called Compass-360. It outlines the session objectives, differences between the systems, timeline for implementation, and next steps for affiliates to prepare for migration. Key points include that 95% of the network currently uses Trax, but it has issues with data quality, security and reporting. Compass-360 aims to provide an accessible, collaborative and sustainable tracking system. Affiliates will work with a migration team to transfer over their data and customize reports and permissions in the new system.

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    of 14

    INFO SESSION:

    FROM TRAX TO
    COMPASS-360

    October 20, 2020


    SESSION OBJECTIVES

    YOUR QUESTIONS ANSWERED:


    • WHY ARE WE MOVING SYSTEMS?
    • WHAT HAS HAPPENED TO DATE?
    • WHO IS LEADING THIS?
    • WHAT IS THE COMPASS-360 SYSTEM?
    • WHAT DOES IT TAKE?
    TIMELINE
    RESPONSIBLITIES
    NEXT STEPS
    • HOW DO I GET MORE INFORMATION? WHO DO I TALK TO?
    TRACKING ACROSS THE NETWORK

    Overwhelming buy-in for OMS & a common tracking system


    ● Nearly 95% of the network uses Trax
    ● Over 80% of affiliates participated in the 2019 SSBOS
    ● Positive feedback from local and national staff on the data
    that is available
    Dissatisfaction with system, data quality, data security, data
    reporting/use

    WE NEED A tracking system that is accessible,


    collaborative, consistent, and sustainable for our network.
    SYSTEM DIFFERENCES
    FEELINGS: WE ALL GOT ‘EM!
    WHAT HAS HAPPENED TO DATE?

    Market Negotiation &


    Discovery RFP Demos
    Research Contracting
    COUNCIL OF DATA LEADERS

    Cherice Arrington, Marion Hemingway, Jennifer Casey, Stephanie Sorensen,


    Phil. & S. NJ Columbus & Worcester Omaha
    Phenix-Russell
    Amber Marcil, Rebecca Wade,
    Melina Bixler,
    Amy Hiet, San Antonio Bay Co.
    Metro Denver
    Washington Co.
    Jessica Morris,
    David Wolf and
    Kim Colwell, Greater Indy
    Mary Kay Petersen,
    The Valley
    Wendy Rodriguez, PNW
    Tarrant Co.
    COMPASS-360

    Randi Nandyal Omey Nandyal Nick Stanley


    Director of Engagement President & CEO Chief Compass Marvel
    COMPASS-360
    SSBOMS INTEGRATION

    SSBOS
    Online Surveys &
    Reports
    ROADMAP

    Network
    Kickoff Requirements Development Pilot
    Rollout

    September 2020 October 2020 November 2020 – December 2020 – May 2021 –
    March 2021 April 2021 December 2021
    AFFILIATE MIGRATION

    Migration Team Affiliates


    (GI National & C360)
    • Pre-populate national programs and • Identify a primary migration contact
    standardized fields • Participate in (at least one) individualized
    • Migrate affiliate data onboarding appointment(s) with migration
    team
    • Determine initial user permissions
    o Work with the migration team to
    • Create canned reports and dashboard
    determine reports, KPIs, and user
    KPIs for your affiliate
    permissions
    • Provide onboarding training and support
    • Participate in (2-3) onboarding training(s)
    (60-minutes each)
    NEXT STEPS
    Complete Migration Readiness Assessment
    • Point of contact
    • Migration timeframe

    Review demonstrations and data cleaning guides

    Ask questions, let us hear from you!


    Join Steph Skinner’s Zoom office hours Tuesdays @ 11am ET
    or Thursday @ 2pm ET!

    Migration Planning Packet coming in November


    THANK YOU!

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