What it Does

Feature Overview

Program Management is one of EcoMap's most powerful features yet (well, besides our data - that's hard to beat). With Program Management, you can create an unlimited number of Programs for your users. What's a Program? It can be anything from an accelerator cohort, to a Community Navigator management hub, to a Case Management platform.

For each Program you create, you can specify details such as:

  • Basic information about the Program, including a Name, Description, Images, and whether or not someone is participating as an individual or an Organization
  • Whether or not a Program is Public or Invite-Only
  • A set of Case Managers who will work with Users in the Program
  • A custom Onboarding Survey to be administered to every user signing up for the program
  • Optional Midpoint and Exist Surveys made available to users when you specify
  • The ability to automatically Match participants with data in the ecosystem (choosing from all data, or a specified list of partner organizations, for example)

Program Management is an incredibly robust feature, so if you are interested in whether or not it's a fit for your needs, schedule a time to chat with our team.

See This Feature in Action

Wondering what it looks like? Here's this feature in action: 

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How It's Populated

Data Overview

Here's the Program process: 

  1. You create a Program by filling out the details above
  2. Users access the Program either through their dashboard or through an invite email
  3. Users complete the custom Onboarding Survey that you create
  4. A task is generated for Admins to review the survey & recommended matches
  5. Admins assign a Case Manager to the User for that Program
  6. All information about the User is centralized in their Case File, including all their survey responses
  7. Admins, the User, and Case Managers can create Tasks & track progress
  8. Users are asked to fill out midpoint and exit surveys based on your discretion

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