Overview of TrackMaster: Membership Tracking Tool for U-M Centers and Institutes

Summary

An overview of TrackMaster, a membership tracking tool built for University of Michigan and Michigan Medicine centers and institutes, by students in the U-M ITS Summer Internship program.

Body

Summary

TrackMaster is a membership tracking tool for University of Michigan and Michigan Medicine centers and institutes. Built by students in the ITS Summer Internship for the Eisenberg Family Depression Center, it allows centers to better support their members, manage their teams' work, and report on metrics that measure center's progress towards their mission.

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Details

Introduction

TrackMaster is a people and metric management tool for U-M centers and departments. It provides:

  • centralized access to information on members, prospective members, vendors, center staff, and other stakeholders.
  • ability to record and track service utilization.
  • referrals to services and membership.
  • reports for key center metrics.
  • tools for collaboration between center staff.

TrackMaster, by democratization of information, will enable teams to:

  • increase understanding of stakeholders.
  • manage relationships more effectively.
  • understand usage of current offerings.
  • identify service or resource gaps.

 

Architecture

TrackMaster primarily utilizes SharePoint Online as a web platform. However, TrackMaster brings together information that is scattered on many other systems throughout the University of Michigan.

  • SharePoint Online. The main interface to the application, containing custom lists, edit forms, and collaboration tools.
  • Power Automate. Used for automating many tasks such as determining center membership based on information from MCommunity groups, performing automated data cleaning tasks, sending bulk emails to members, and performing basic administrative tasks.
  • Tableau. Used for reporting and visualizations, connecting SharePoint data with data from specific Oracle databases such as Michigan Research Experts' Publications Data and eResearch grants and awards data (future).
  • Python / PHP / Power Automate Desktop. Due to tight security restrictions working in a healthcare IT environment, certain scripts and tools hosted externally are needed to automate moving data. For example, a Python script or Power Automate Desktop script can be used for exporting U-M MCommunity group members to files that Power Automate cloud can process inside the Michigan Medicine environment. Alternatively, a PHP script can be used to query MCommunity's API and allow PowerAutomate to access the data through a dynamic RSS feed.
  • MCommunity. Used as the source of truth for group and center memberships.
  • Michigan Medicine Groups. Used for access control when deployed to the Michigan Medicine Office 365 environment. Not needed when deployed to the University of Michigan Office 365 environment.
  • Depression Center Knowledge Base. This knowledge base, which runs on TeamDynamix, is used for documentation.
  • GitHub. Version control for all code and automation scripts.

 

Notes

Recognition

A huge thank you to the ITS Summer Internship teams who created TrackMaster for the Eisenberg Family Depression Center! The project teams include:

ITS Summer Internship 2023 Project Cohort:

ITS Summer Internship 2024 Project Cohort:

 

Resources

 

Details

Details

Article ID: 10614
Created
Wed 8/9/23 5:44 PM
Modified
Fri 11/15/24 11:00 AM
Author(s)
Gabriel Mongefranco
Victoria Bennett
Code Repository
GitHub Code Repository URL
https://github.com/DepressionCenter/TrackMaster

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Membership Tracking Tool Final Presentation.pptx Computer

Wed 8/9/23 8:21 PM
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TrackMaster - Final Product Screenshot.png Computer

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TrackMaster Planner.docx Computer

Wed 8/9/23 8:21 PM
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TrackMaster Power Automate Flows.docx Computer

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