Welcome to the UWGH Data Collaboration Newsletter. This newsletter features updates from our most recent Governing Body meetings, a reminder to beware of phishing attempts, and exciting progress on enhancements to the Integrated Client Journey (ICJ) Tech Tool!
Table of Contents
ICJ Impact Moment
Since the beginning of the ICJ soft launch in September 2022 to June 18, 2023, 69% of individuals referred to navigation are ready for the journey!
Recap from May and June’s Governing Body Meeting
The ICJ Governing Body met virtually in May and via email in June to continue its work as the main decision-making mechanism for the ICJ Data Collaboration.
At May’s meeting, the Governing Body voted to approve the addition of the “Integrated Client Journey Technology Tool End User Agreement” to Appendix C. Attachments to the Data Governance Charter. All end users of the ICJ Tech Tool will sign the end user agreement which outlines their responsibilities when interacting with the ICJ Tech Tool and corresponding data.
The meeting included a progress report on the ClientTrack data integration workgroup and requested that the research workgroup revise their recommendation based on feedback during the Governing Body meeting.
PCIC provided an update on the build-out of the ICJ Tech Tool, including progress on critical features such as public pre-enrollment link and referral. The Governing Body also discussed the goals for phase 2: agency user and client interface of the ICJ Tech Tool.
Key goals include:
- The ICJ Tech Tool is open for clients (individuals) to initiate their journey into the ICJ (client as user)
- Incorporate data governance specification to tech tool functionality
- Integrate with 211 Texas/United Way helpline for interoperability
- Data interaction with funded partners to “tracking journey” along ICJ
At June’s email as meeting, the Governing Body was provided an update on the cybersecurity tabletop exercise planning efforts and notified on ICJ tech tool progress updates.
The next Governing Body meeting will be an email meeting in July followed by virtual meeting is August 16, 2023.
Under the Data Safety Moment, UWGH will highlight cybersecurity, privacy, or data security related topics to support the safe and secure use of the ICJ Tech Tool.
Beware of phishing attempts! Avoid opening pop-ups, unknown emails, and links within emails! Some of the most common attempts involve requests for gift cards, employment offers, and account deactivation threats. Use these red flags to spot phishing attempts:
- A demand for urgent action
- Spelling and grammar mistakes
- Generic greetings or salutations
- Inconsistent links, email addresses, or domain names
- Suspicious attachments
- An offer that’s "too good to be true"
- Request for personal information
- Links in an email that take you to a username/password screen
When in doubt, report the suspicious phishing attempts to your organization’s IT professional. If ICJ Tech Tool related, send the suspicious attempt to email@example.com
Questions? Please contact Elias Delgado at firstname.lastname@example.org.
Past Data-Safety Moment:
- Never share user IDs or passwords with others.
- Do not leave your computer unattended while using the ICJ Tech Tool.
Update on ICJ Tech Tool
To kick off Phase 2: agency users and client interface of the ICJ tech tool build-out, leaders from PCIC and UWGH have re-ignited a detailed requirements gathering loop to design and develop features primarily aimed at optimized results-based analysis for agencies. The focus for this phase of work is to provide ICJ participating agencies with the mechanisms to efficiently analyze and visualize the results of client journeys through dedicated data pipelines- at the individual and organization levels. While these developments are occurring, the following features have been enhanced to support existing workflows and prepare for this upcoming work:
- Pre-Enrollment Record Re-assignment for Managers and Supervisors — cases can now be re-assigned by managers and supervisors of ICJ navigating agencies according to the capacity of the navigators
- Resource Directory in Pre-Enrollment — navigators screening clients in pre-enrollment can now send email and print referrals for pre-enrolled clients, as they await their formal enrollment
- Upgraded Multi-Factor Authentication (MFA) Integration with Email Channel — multi-factor authentication is now possible using email in addition to short message service (SMS)
- Upgraded Management Features in Pre-Enrollment — improvements made to streamline the pipelining and management of pre-enrolled clients for agency managers and supervisors at ICJ navigating agencies
These features represent meaningful enhancements that improve the end user’s experience prior to enrollment and allow managers/supervisors to optimize their team’s bandwidth in real-time. This will be particularly important as the ICJ progresses, and the client-load significantly increases. We are very excited for this roll-out of features, and eager to work towards optimization of the tech tool to support individuals along their journey to financial stability and self-sufficiency. Stay tuned for more updates in the coming months!
Call to Action / Contact Us
Curious about the “look and feel” of the ICJ Tech Tool? Check out this video to see the key features of the platform.
Check out the updates and new features to the ICJ Tech Tool here.
If you missed any of the past issues of our Data Collaboration Newsletters, please click here under ICJ Data Collaboration section to view them on our website.
Please feel free to share the newsletter with any of your staff that would benefit from the content. We will use this forum every other month to keep all funded partners updated.
If you are interested in joining United Way of Greater Houston’s Partner Microsoft Team’s Channel or would like to share with us any links to interesting things happening in the Houston area and beyond related to data sharing, feel free to contact us using the button below.