2.8 Release Notes
December 2023
Here are the newest enhancements and system capabilities now available in Strum Platform’s 2.8 Release.
As a complement to the 2.6 released, Member-Summary dashboard, the Member Trends report – accessible within Report Center – has been launched to provide users’ powerful insights by analyzing a multitude of various member level data elements over user-selected data periods for new and existing members as well as any user-defined member group.
The Personas Chapter is now available in the Strum Platform, available to all clients and users defined by Roles. Contents of this chapter include the custom Persona Builder, Personas-Summary dashboard, and Personas-Profile dashboard.
The recently launched Persona Builder provides users with a UI to apply customized Personas right inside of Strum Platform. Any Persona defined in the Builder is now available in the filter engines which allow usage of a Persona dimension across nearly all of Strum Platform Chapters, period and trends dashboards and Report Center reports. The overlay of this user-defined data point expounds the value of Platform’s existing dashboards and makes analysis of these custom segments readily available.
The new Personas-Summary dashboard provides users immediate insights into their custom Personas that are created within the Persona Builder with visuals quickly bring to light commonalities and differentiations across Personas, as well as those members outside of any defined Personas, with its side-by-side comparisons.
The Personas-Profile dashboard allows a deeper dive into each unique Persona or aggregated selection of Personas. Its visuals assist in a deeper understanding of how each Persona utilizes the institution and unique growth opportunities.
List Level Added to ‘Edit Member List Column’
Within the Edit Member List Column window, users can now quickly identify the level (account or member) of the list created – unique between the View and Export – based on the user’s custom selection of fields included.