Compyle Roadmap 2025

Roadmaps are fluid documents that evolve frequently to adapt to changing conditions. The further out we are in time from a product feature destination, the more likely our path will diverge before we get there. This flexibility allows for new adventures, resilient development, and organic growth.

Compyle: Additional Import Improvements and Export Enhancements

This release includes some related features that were nearly ready when we rolled out the Amplified Imports release in December. There are import and export improvements to make it easier to gather the information to update records through the import tool, determine which records were updated, and make sure imported data is formatted correctly. 

• Export: format options for update by import
• Import: History tab entries, remedies, and additional data validation

Released January 8, 2025

Compyle: Export Filters & More Release

This upgrade is focused on readily retrieving the information you need and more easily updating records. Continuing our theme of data management, there are search filter improvements, import refinements, and export enhancements.

• Apply Search Filters to Exports: filter by standard fields, custom fields, group assignment, group fields, 
• Date Filtering for Exports: filter by thirty day, year-to-date, custom date range
• Standard Notes Export: complements Custom Notes Export
• Compyle Record ID Search Filter: aligns with Update by Import using Compyle Record ID
• Update by Import Simplified: fewer fields required, reduce chance for data entry mishaps

Released February 3, 2025

Compyle: Family Time: Households & Linking

Many nonprofit and government organizations serve families or households rather than individuals. Being able to capture, modify, and report on these relationships is important for service delivery, performance measurement, and fulfilling grant reporting obligations. By adding a Household form to Compyle and the capacity to link participants to households, Compyle will be able to better support the service delivery and stakeholders of such organizations. 

This is a major undertaking with many new elements. 

New Features: 

• Households: Household form, navigation menu section, search, groups, export, folder, Household Members tab, Admin>Household fields editor, duplicate check, household members export
• Linking: ability to connect participants to a household, create new linked participant, manage household relationships, view household members on household form, add/remove household members, validation to ensure one and only active household link per participant, optionally autofill household contact info from head of household record, navigate from linked household to linked participants and vice versa

Enhancements to Data Collection, Analytics, & Admin tools:

• Survey & Note Forms: new public form type, new default public form, new responder type for surveys & notes, new exports for surveys/notes, data download categories
• Analytics: add Households to compylations, calculations, and Scorecard feeds as fields, filter options, and segment by options
• Administrative changes: homepage household count, instance settings - entity type & auto accept option, group access permissions

Releasing April 30th, 2025

Compyle: Amplify Reporting: Integrated Report Builder & Expanded Survey Report

Currently, Compyle aggregates data for Compyle-to-Scorecard feeds and allows for some disaggregation of summary data, but organizations need to know more than just numbers. By expanding the reporting tools in Compyle to generate a variety of reports with different levels of information, including identifying information, we can make Compyle a more valuable tool for supporting program delivery and organizational optimization.  

Integrated Report Builder Features

• Ability to run “list” type reports with identifier data, such as participant names and organization addresses
• Ability to run reports with more graphical options than simple bar charts, such as geographical map below.
• Ability to filter by survey or note data for fields other than the summarized field
• Ability to see summary data per participant beyond the outcomes tab in the folder
• Ability to generate a greater variety of graphs and charts to summarize data

Integrated Report Builder Initial Customer Tools

• Comprehensive set of standard reports
• Data reports: Participants, Organizations, Anonymous, Households, Survey form/Note form records
• Data management reports: group membership, primary worker assignments, first and last record, 
• Structural reports: forms, fields, groups, users

Expanded Survey Report Features

• Add Survey Instance Report to Note Form Instances
• Extend Instance View Report to Survey Report & Note Report
   

 Note: Over the past year, the Compyle team has been creating an extensive set of predefined reports. A comprehensive audit of all developed reports will start in May 2025 along with creation of Household reports. 

Release to customers: Summer 2025

AI Assist for Compyle

Similar to how Scorecard offers AI assistance for qualitative, notes data and quantitative, measurement data, Compyle will include AI assistants in multiple areas to help collect, report, and analyze data.

Process Assistant

• Form design suggestions for field types, requirements, sections, rules
• Where: create survey/note wizard, form fields, edit fields
• Connect with: use existing field feature, form templates* (if developed), Scorecard measures

Qualitative Assistant

• Analyze narrative responses to surveys/notes in survey instance report 
• Provide insights about word frequency, tone, positive/negative response
• Suggest follow up actions, questions, or research

Quantitative Assistant

• Analyze numeric data within survey instance reports/survey or note reports
• Analyze calculations individually or collectively within a compylation report
• Provide insights about summaries, trends, gaps, and suggest why they occur 

Data Transfer Tools with Households Import

Most organizations have to work with different software beyond Compyle and Scorecard. The information housed in the other systems may relate to service recipients tracked in Compyle. There may be data about participants that community partners collect and are willing to share. Being able to bring together all of the data about a participant, family, or group can add more context for better service delivery. To facilitate the exchange of information, we hope to add an API, expand the import tools, and develop a scorecard feed creation import tool. 

Data Transfer – Customer API

• Customer facing API for Compyle
• Retrieve data for reporting (read-only) 
• Add or update data (write)

Data Import Expansion

• Import Households
• Import Links (Household-Participant links, Organization-Participant links)
• Import to Survey forms and Note Type forms with instance creation
• Import other elements: (groups, data collections, field option lists)

Scorecard Feed Creation Wizard

• CSV template style for creating feeds 
• Specify data field, summary, filters, scheduling, measure ID
• CSV feed scheduling import or feed send
• List of feed IDs and timing
   

Compyle: Better Together: CI Suite User Interface Convergence

Our integrated product family should present a clean, consistent, and welcoming layout while still providing a strong sense of place. By transitioning to a similar, familiar User Interface (fonts, sizes, colors) and User Experience (navigation, menu styles) across our products it will make it easier for users who work in multiple suite applications to feel at home. Additionally, this release will include improvements based on our recent Voluntary Product Accessibility Testing (VPAT) for ADA Compliance report completed in summer 2024.

• Accessibility - higher contrast color changes - for low vision & partially sighted users
• Accessibility - better experience when at 200% & 400% zoom - for low vision & partially sighted users
• Interface - refine menu colors, page headers, and title text - for alignment with Scorecard & usability
• Usability - user alerts within Compyle similar to Scorecard
• Data Flow Dashboard - display Scorecard measure to Compyle form field mapping

Compyle: Note Categories 

As a precursor to more nuanced permissions, Compyle will add categories for custom note type forms. The categories will be similar to data collections for survey forms and will help organize note records in the participant folder. Categories will also add clarity to the Create Note menu, which will better support organizations that provide a variety of programs and services. 

 Proposed Features

• Note Type Categories: divide custom note type forms into sets for easier use and management
• Notes tab: Category sections: separate sections to list the note records for easier review
• Notes tab: Create Note menu Categories submenu: users will select a category & then a note form
• Note Type Copy - Save as Survey: Copy Note will allow the copy to be made into a survey form.
• Survey Copy - Save as Note: Copy Survey will allow the copy to be made into a note type form.
• Daily Survey to Note Conversion: Allow daily surveys to become note type forms
• Note Type to Daily Survey Conversion: Allow note type surveys to become daily survey forms.

Compyle: Greater Permissions Precision

Complex organizations with many staff and programs need more nuanced permissions than what we currently offer, which allow access to all participants or to all records for select participants based on group. Compyle needs the capacity to allow access to only some records for specific clients or to only some records for all clients.  These additional levels of access will be handled by assigning access to specific data collections (sets of survey forms) and note form categories as well as participant groups. Administrators will be better able to manage access in Compyle to sensitive information across groups, programs, and roles.

Proposed Features

• Form Category Access: assign access to data collections and note categories as well as groups to restrict access to types of forms
• Category Access - Form Edits: Restrict editing forms  in data collections and note categories
• Category Access - Records: Limit access to specific data collection survey responses and note category records 
• Category Access - Analytics: Limit compylation sources based on assigned form categories
• Category Access - Exports: Limit exports to specific data collection survey responses and note records

Beyond 2025

Compyle: Form Templates & Workflow

Ease onboarding & expansion efforts for customers: Provide value to customers during the onboarding process and as they add more partners/programs/services in the future by making it easier to add and retrieve information from Compyle in batches and with automation. Make best practices form samples available to help new and existing customers with their data collection processes. Improve the organization of customer information at the server level.

Features

Form Templates

• Sets/Data collections of forms for specific functions or organization types
• PHAB accreditation surveys, Case Management starter pack
• Community Health Indicators, Doula & Birthworker forms
• Workforce Development beyond PHAB
• Promise Neighborhoods & School Districts

File Storage Restructure: 

• improved organization and segmentation of attached files from the documents tab and forms

Workflow Logic & Automation 

Administrators will be able to develop branching logic workflows to automatically enroll participants in groups, assign surveys to them, create tasks, and schedule in-product alerts for users when forms are created or updated.  

• Auto assign survey forms, auto assign groups, create tasks
• Branching - chain surveys/notes based on rules 
• User notifications & tasks
• Multi-form logic 
• Form sequences/workflows: set order and expected deadlines

Compyle: Field Level Locking

• Field Locking:ability for administrators to lock editing of specific form fields in Participants fields, Organization fields, Anonymous fields, and Household fields
• Field Restrictions: allow administrators to hide specific form fields from users but not administrators in Participants fields, Organization fields, Anonymous fields, and Household fields

Thank you for your continued partnership! If you have feature suggestions, please send them to support@clearimpact.com.

-- The Clear Impact Product Team