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Release - 07/31/2025

Written by Paul Gorman

Updated at August 1st, 2025

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    About BAI Plans Home Settings Data Help for the Data Import Job Group Structure Organizational Profile Availability History IWD/Veterans Narratives Publish Plan Reports Dashboard Plan Review Additional Information System Tools (for Administrators)
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  • Release Notes
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Berkshire Analytics & Insights

Version: 2025.7.212.6

Enhancements

Application Name Change (10619)

In response to changes in our compliance industry, the application formerly known as balanceAAP will now be called Berkshire Analytics & Insights (BAI). Adjustments have been made throughout the application to reflect this change. Additionally, for users with access, the application referred to as balanceWORKS has been changed to Admin, which more accurately reflects the administrative functions in this application. 

Narrative Version Editor (10785)

In an effort to ensure compliance with the most recent version and editor functionality, beginning August 1, 2025, only the most recent narrative version, March 2025, will be available when creating new plans. Additionally, plans created before this date that were not already using the March 2025 version will be automatically updated to use this version. 

BAI Feature Removal (10928)

As previously stated in the March 27, 2025 release, beginning August 1, 2025, the following features and sections will no longer be available:

  • AAP Overview
  • Dashboard
  • Department Hierarchy 
  • Guide Me Modules
  • Narrative Versions dated March 2014, January 2015, and January 2021

Corrections

Narrative Reports List (11272)

The Narrative Reports List has been corrected to show in all situations the reports that are associated with the plan's first available Narrative Template. 

Narrative Template Adjustment (11395)

The default template for the Individuals with Disabilities Narrative has been changed to correct a reported typo. 

Trend Reports  (11401)

The available graphs within Trend Reports have been updated to no longer include options for Goals. 

Plan Review (11419)

Correction of a reported issue where Plan Review item 6.11 was incorrectly showing as not solved in all situations.

Narrative Failure (11541)

Correction of a reported issue where conditional Narrative Tags, which did not contain both true and false descriptions, were causing the Narrative to fail when publishing. 

 
 

Berkshire Client Portal

Version: 2025.7.212.2

Enhancements

Provider Initiated SSO (11203)

BCP has been updated and now provides clients with the ability to log in, via SSO, from the main BCP login page. Additionally, users with permission can obtain the Provider Initiated SSO link from the Manage Security page. 

Corrections

IWD Utilization Goals Reports and Summaries Display (10817)

The BCP reports and summaries, which contain IWD Utilization Goals information, have been adjusted to display by job group when the master plan roster count is over 100 and by the overall plan when the master plan roster count is under 100. 

Plan Summaries Correction (11049)

Correction of an issue where, in limited situations, plans created in BAI with the Highlight Problem Areas option turned off were causing their BCP counterpart to incorrectly show Placement Goals and Shortfall entries in the Plan Summaries export. 

Data Visualizations Options for ACP Plans (11256)

The Data Visualization display option for Results By has been adjusted to no longer show the option for Total Minorities when the chosen plan has a Compliance Type of Workforce Analytics Under Attorney-Client Privilege. 

Data Export (11318)

Correction of an issue where, in selection situations, the Applicant table Data Export was failing.

Report Viewer Display (11444)

The BCP Report Viewer has been adjusted to correct a reported issue where, in Chrome and in limited situations, the previewed reports were being displayed in a small display window instead of the full-sized report viewer.  

Current Year Promotion Calculations Report (11455)

The Current Year Promotion Calculations report has been adjusted and now displays the correct job title in all situations. 

BCP Report Export Errors (11484)

Correction of an export failure for the Applicant Summary, Competitive Promotion Summary, Hiring Analysis Summary, Department Checklist, and the Promotion/Hiring Comparison reports. 

 
 
june launch

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