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Head Start

Implementation Was Just the Beginning: Getting More from GoEngage

Stacy Lewis

Stacy Lewis

|

Apr 25, 2025

10 mins read

10 mins read

|

Apr 25, 2025

Implementation Was Just the Beginning: Getting More from GoEngage

The agencies that get the most value from GoEngage don't just use it—they continuously improve how they use it.

One of the biggest advantages of using a cloud-based platform like GoEngage is that it never stands still. Every year, we release new features, enhance existing functionality, improve reporting, simplify workflows, and introduce new tools designed to help Head Start and Community Action agencies work more efficiently.

But here's an important question every agency should ask: Has your team evolved along with the software?

For many agencies, implementation is viewed as the finish line. In reality, it's just the beginning. The agencies that receive the greatest value from GoEngage don't simply maintain their system—they continuously evaluate how they use it, look for opportunities to improve, and make small adjustments that have a lasting impact on staff efficiency, data quality, and program performance.

Software Doesn't Improve Programs. People Do.

Technology is only one part of the equation. GoEngage provides the tools.

Staff provide the consistency | Leaders provide the vision | Processes determine the results

The agencies that experience the greatest success aren't necessarily using the most features. They're the ones that continually ask:

"Is there a better way to do this?"

That's the heart of Continuous Quality Improvement (CQI).

GoEngage Can Only Help If People Know What's Available

One of the most common things we hear from customers is:

  • "We didn't know GoEngage could do that."

  • "We've been tracking that in Excel."

  • "We've been doing that manually for years."

  • "We wish we'd known about this sooner."

Most of the time, the feature isn't new. It's simply new to the agency.

Because GoEngage continues to evolve, keeping your team informed is just as important as implementing the software in the first place.

A Story We See All the Time

A supervisor creates a spreadsheet to track health follow-ups. A manager builds another spreadsheet for enrollment. Someone else keeps reminders on their Outlook calendar. Another staff member prints reports every Friday because they don't know they can schedule them automatically.

None of these are bad ideas. They're simply solutions people created because they didn't realize GoEngage already offered another way.

Over time those workarounds become "the way we've always done it." Years later, new employees inherit those processes without ever asking whether there's now a better approach.

Technology evolves. Your processes should evolve, too.

Is Your Point of Contact Sharing Updates?

Every GoEngage agency has one or more primary Points of Contact (POCs).

Those individuals receive:

  • Product release notes

  • Feature announcements

  • Webinar invitations

  • Training opportunities

  • Best practices

  • Customer Success communications

  • Important product updates

But here's something we see more often than we'd like.

  • The information stops there

  • Everyone gets busy

  • Emails pile up

  • Staff change

  • Leadership changes

Months later someone contacts Support asking how to accomplish something…

…only to discover GoEngage has supported that workflow for quite some time.

This isn't anyone's fault. It's simply a reminder that sharing GoEngage updates internally is just as important as receiving them. Even a five-minute discussion during a leadership meeting or staff meeting can introduce improvements that save hours of work later.

Don't Want to Rely on One Person?

The good news is that your entire team can stay informed—not just your agency's primary Point of Contact.

Staff can follow the "GoEngage Updates" section in the GoEngage Help Center to receive the latest product announcements, release notes, feature updates, and other important communications directly.

The more your team stays connected to GoEngage updates, the more likely they are to discover new features, time-saving enhancements, and best practices that can make their day-to-day work easier.

Staff Change. Knowledge Shouldn't.

Every agency experiences change. New employees join the team. Experienced staff retire. Supervisors move into new roles. Leadership changes. Unfortunately, valuable GoEngage knowledge often leaves with them.

If only one person understands how your agency is configured or knows about new features, your agency becomes dependent on institutional knowledge.

The strongest agencies build systems—not dependencies. They document processes. Cross-train staff. Include GoEngage training in onboarding.

Encourage supervisors to understand not only how work is completed, but how to monitor it through dashboards and reports.

Knowledge should belong to the organization—not just one person.

Signs Your Agency May Not Be Getting the Full Value from GoEngage

Do any of these sound familiar?

  • Staff maintain spreadsheets alongside GoEngage

  • Multiple people enter the same information

  • Leadership doesn't fully trust reports or dashboards

  • Different departments document information differently

  • Staff aren't aware of recently released features

  • Your Point of Contact is the only person who reads release notes

  • Teams create manual reminders for tasks GoEngage can automate

  • Staff often ask Support, "Can GoEngage do this?"

  • Employees say, "We've always done it this way."

If several of these sound familiar, your agency may have opportunities to simplify workflows and improve efficiency.

The Best Agencies Never Stop Learning

The agencies that get the most value from GoEngage usually share one important characteristic. They make learning part of their routine. Instead of treating implementation as a one-time event, they continue learning throughout the year.

Some simple ideas include:

  • Reviewing release notes during leadership meetings

  • Highlighting one new feature each month

  • Sharing product updates during supervisor meetings

  • Encouraging staff to explore the Help Center and GoEngage Academy

  • Asking teams to identify manual processes that could be simplified

Continuous learning doesn't require major projects. Small improvements made consistently create significant results over time.

Before You Create Another Spreadsheet...

Before creating another manual process, ask:

  • Could GoEngage already do this?

  • Is there a feature we haven't explored?

  • Could this process be automated?

  • Would Customer Success have a recommendation?

Sometimes a quick conversation saves your team hours every month.

Your Configuration Should Evolve, Too

Think about everything that's changed over the past few years.

  • Your staff

  • Your leadership

  • Federal guidance

  • Program priorities

  • Community needs

  • Your workflows

Your GoEngage configuration should evolve as well. Features that made sense during implementation may no longer reflect how your agency operates today.

Periodic reviews of your:

  • Dashboards

  • Reports

  • Alerts

  • Automations

  • Workflows

  • User permissions

  • Pick lists

  • Notifications

  • Forms

can help ensure your system continues to support your program—not yesterday's program.

Are You Taking Advantage of Everything You Already Own?

Many agencies are surprised to learn they're already licensed for features they aren't fully using.

These may include:

  • Favorite Tasks

  • Scheduled Reports

  • Alerts and Notifications

  • POP Dashboards

  • Parent Portal

  • Secure Document Requests

  • Surveys

  • QR Attendance

  • The I'm Here app

  • Internal Referrals

  • Messaging and Announcements

  • Automations

The more familiar your team becomes with GoEngage, the more opportunities you'll discover to reduce manual work and improve collaboration.

Challenge Your Leadership Team

During your next leadership meeting, ask one simple question:

"What's one thing we're still doing manually that GoEngage might already be able to do?"

You may be surprised by the answers.

That single conversation could uncover opportunities to:

  • eliminate spreadsheets

  • automate reminders

  • improve reporting

  • simplify documentation

  • strengthen communication

  • and save staff time every single day

Great Software Is Built with Great Customers

One of the biggest advantages of using GoEngage isn't just the software itself—it's the opportunity to help shape where it goes next.

  • Every enhancement starts with a conversation.

    • A customer shares a challenge.

    • Someone suggests a better workflow.

    • A team identifies an opportunity to save time.

Over time, those ideas become new features that benefit agencies across the country.

That's why we encourage every GoEngage user to stay engaged—not just with the software, but with the GoEngage community.

You don't have to wait until something isn't working to connect with us. Share ideas. Ask questions. Learn from other agencies. Help influence future enhancements.

The best software isn't built in isolation. It's built through collaboration.

The agencies that get the most value from GoEngage don't view us as their software vendor. They view us as part of their extended team.

They ask questions. They share ideas. They tell us when something isn't working well. They celebrate what's working.

Together, we continue improving both the software and the way it's used.

Ways to Stay Connected

Here are a few simple ways to help your agency get even more value from GoEngage:

💬 Participate in Community Discussions

See how other agencies are solving common challenges, share best practices, ask questions, and learn from your peers. Sometimes the best ideas come from another agency that has already solved the same problem.

💡 Submit Feature Requests

If there's something that would make your staff more efficient or improve your workflow, let us know. Your ideas help us prioritize future development and ensure GoEngage continues meeting the evolving needs of our users.

👍 Vote on Existing Ideas

Before submitting a new request, browse existing feature suggestions. If another agency has already proposed an idea you support, add your vote. The more agencies interested in an enhancement, the better we understand its impact across our customer community.

🎓 Continue Learning

Visit the:

  • Help Center

  • GoEngage Academy

  • Webinars

  • Release Notes

Even spending a few minutes each month can introduce your team to new features that save time and improve efficiency.

How Healthy Is Your GoEngage Adoption?

Give yourself one point for every Yes.

Leadership

☐ I review GoEngage dashboards regularly.

☐ Our leadership team discusses GoEngage improvements.

☐ Supervisors know how to use GoEngage reports and dashboards to monitor their teams.

Staff

☐ New employees receive GoEngage training.

☐ Staff know how to use the Help Center and GoEngage Academy.

☐ Staff understand who to contact when they have questions.

Communication

☐ Our Point of Contact regularly shares release notes and product updates.

☐ We discuss new features during staff or leadership meetings.

☐ Staff are encouraged to suggest workflow improvements.

Optimization

☐ We've reviewed our configuration within the past year.

☐ We've met with our Customer Success Manager to discuss optimization opportunities.

☐ We periodically review dashboards, reports, alerts, and automations.

Engagement

☐ Our agency participates in Community discussions.

☐ We've submitted or voted on a feature request in the past 6 months.

☐ We regularly review Release Notes.

☐ We attend GoEngage webinars or training opportunities.

☐ We know who our Customer Success Manager is and feel comfortable reaching out with questions.

Your Score

12 – 17: Excellent! Your agency has built a culture of continuous improvement.

9 - 11: You're on the right track, but there are still opportunities to gain additional value.

5 - 8: Your agency may benefit from reviewing workflows, training, and configuration.

0 – 4: Let's work together. Your Customer Success Manager can help identify opportunities to improve efficiency and make the most of your GoEngage investment.

We're Here to Help

One of the greatest benefits of partnering with GoEngage isn't just the software—it's the team behind it. Whether you're looking to simplify a workflow, explore a feature you've never used, optimize your configuration, or train new staff, we're here to help.

Your Customer Success Manager and our Training team, Consulting team, and Support teams are all invested in helping your agency succeed. Sometimes the smallest changes produce the biggest results.

Reach out to support | Learn about our training options | Request consulting

Final Thought

The agencies that get the most value from GoEngage aren't necessarily the ones with the most features.

They're the ones that never stop asking:

"How can we make this better?"

Implementation wasn't the end of your GoEngage journey. It was the beginning.

By continuously reviewing your workflows, sharing knowledge across your organization, embracing new features, and challenging your team to improve, you'll not only get more value from GoEngage—you'll strengthen your program, support your staff, and better serve children and families.

Ready to take your GoEngage experience to the next level?

GoEngage is more than software. It's a partnership built on continuous learning, collaboration, and improvement.

The more your agency participates—by sharing ideas, exploring new features, engaging with the community, and working alongside our team—the more value you'll receive from your investment.

Because the best programs never stop improving. Neither do we.

See What GoEngage Can Do for Your Program

Discover how GoEngage can help your team simplify everyday work, strengthen your data, and spend more time focused on the children and families you serve.

Schedule Your Demo Today


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Stacy Lewis

Sr. Director, Business Development, Cleverex Systems

Sr. Director, Business Development, Cleverex Systems

Stacy Lewis is the Senior Director of Business Development at Cleverex Systems, the creator of GoEngage. A trusted leader in the Head Start software space since 2001, Stacy brings over 24 years of experience, including key roles at ChildPlus, KinderSystems (COPA and California subsidy products), and Learning Genie, before joining GoEngage.

Throughout her career, Stacy has helped countless agencies optimize operations, enhance family engagement, and achieve compliance with federal and state standards. Her extensive industry knowledge and commitment to innovation continue to drive transformative solutions that empower Head Start programs to better serve children and families.

Stacy Lewis is the Senior Director of Business Development at Cleverex Systems, the creator of GoEngage. A trusted leader in the Head Start software space since 2001, Stacy brings over 24 years of experience, including key roles at ChildPlus, KinderSystems (COPA and California subsidy products), and Learning Genie, before joining GoEngage.

Throughout her career, Stacy has helped countless agencies optimize operations, enhance family engagement, and achieve compliance with federal and state standards. Her extensive industry knowledge and commitment to innovation continue to drive transformative solutions that empower Head Start programs to better serve children and families.

GoEngage is the #1 alternative to Head Start Software like ChildPlus.

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