Decision Made on Calendaring System:
SCORE has decided to continue using the JRNI calendar as our scheduling tool. The Technology team worked with a third-party expert to revisit the requirements and evaluate several other systems. We also spoke with three chapters that use calendar systems to verify the requirements for the scheduling system. Two products made the final round for review, Time Trade and Time Tap. Both product teams demoed the system for the SCORE team, which included volunteer representation. Neither system has the ability to easily integrate into SCORE’s Salesforce system at this time based on our requirements. JRNI meets these requirements. We have strengthened our processes and procedures with the JRNI team to ensure smoother transitions and add necessary enhancements, including automatic client data sharing, which is a top priority and currently in process to be released in the coming weeks. The SCORE Broward chapter is currently using the JRNI client-facing system, and it is working successfully. We encourage those who want to use a client-facing calendaring system to review the materials available and work with the Engage team to prepare for rollout.
If your chapter is planning to incorporate the client-facing side of the calendar to allow clients to book their own appointments for mentoring it is required that you use the JRNI calendar tool inside of Engage.
If your chapter plans to employ the calendar for internal management of mentor availability only, you have the option to use JRNI and/or the Google calendar through each member’s SCORE volunteer email account. We support both JRNI and Google calendar tools through the use of our documentation and training materials. In addition, Google provides training directly for your use.
SCORE Headquarters will not support the use of any other third-party calendaring solutions. If your chapter opts to use any of these tools outside of JRNI and Google Calendar, please understand that your chapter is responsible for getting any client data into Engage from that platform if you want it to be reflected in the client record and included in reports.
Change Management Update:
Wave 2: All chapters in Wave 2 have successfully rolled over from CORE to Engage. Leaders from April and May go-live chapters recently participated in their first listening session and provided valuable feedback to the SCORE HQ team around the roll-out approach and adoption of the system by their chapters.
Wave 3: Over the past 2 weeks, Wave 3 chapters scheduled for June have begun going live on the new system. July chapters are in the sandbox environment and taking advantage of any additional training sessions they may need as they finalize preparation for the roll-over. September chapters have officially kicked off the transition period and are actively working to complete the items on their readiness checklists ahead of their scheduled go-live dates.
Product Development:
Over the past month, the below releases have been made in Engage:
If you would like to receive Engage release updates in your SCORE email inbox please sign up
here. You will receive a message letting you know about changes and improvements shortly after the release has been completed and undergone verification.
Highlighted Resource: Comprehensive Guide to Classifications
- Different classifications available in Engage and the various training requirements for each class.
- How a volunteer selects a classification and how to request to change it.
- Who in the chapter can approve the request and make the appropriate change.
