WIZEHIVE / AUGUST 4, 2015 FRUSTRATED with your APPLICATION MANAGEMENT PROCESS? PART THREE: ADMINISTRATIVE TASKS
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WIZEHIVE / AUGUST 4, 2015
FRUSTRATED with yourAPPLICATION MANAGEMENT PROCESS?
PART THREE: ADMINISTRATIVE TASKS
Nate BuckwalterDirector of Sales
WizeHive, Inc.
ABOUT NATE
Application management specialist with 3+ years experience in the application capture, review, and administration space helping foundations, associations, state and local governments of all sizes specializing in grant, scholarship, fellowship, and accreditation processes.
Contact Nate [email protected] 215-268-6913 or 1-877-767-9493
Josh ThorneImplementation Specialist
WizeHive, Inc.
ABOUT JOSH
Implementation lead specializing in the utilization of the WizeHive platform for managing grant, scholarship, award, fellowship, internship, and other application based processes. Josh manages multiple accounts with advanced setup and has a mastery of form building, reporting, and workflow.
Contact Josh [email protected]
TODAY’S AGENDA
1. Introductions
2. Accreditation 101
3. Why manage online?
4. What to look for in an online system
5. Hindsight is 20/20
6. Question & Answer Session
WizeHive Overview →
1. WizeHive Overview
2. Implementation Methodology
3. Application Form & Portal Recap
4. Benefits of Moving Online
5. Administrative Tools & Features
6. Streamline Your Success: Josh’s Top 5
7. Question & Answer Session
Nate Buckwalter, [email protected]
Josh Thorne, [email protected]
WIZEHIVE OVERVIEW
wizehive
zengine
WizeHive is the web's leading platform for the intake and management of applications for grants, scholarships, fellowships, awards, contests and competitions. The result is the elimination of paper and time spent copying, collating, mailing, and organizing all of that information. In addition, its collaboration and decision making tools provide a simplified way to help them make better, faster decisions.
Zengine is a cloud-based platform that empowers a non-technical person to quickly build custom business applications, while also allowing developers to extend the application by adding integrations and complex functionality. Zengine can be used to track customers, job candidates, projects or more and replaces paper processes, outgrown spreadsheets, or generic software products.
WIZEHIVE OVERVIEW
2,680,000+entries collected
WIZEHIVE OVERVIEW
3,890,000+files uploaded
WIZEHIVE OVERVIEW
11,100,000+reviews processed
IMPLEMENTATION METHODOLOGY
Our Support Team →Seven Steps to Success
IMPLEMENTATION METHODOLOGY
Form & Portal Recap →
Our Support TeamSeven Steps to Success →
Seven Steps to Success1. Kickoff / requirements call2. Documenting the requirements3. Obtaining approval on requirements4. Building the solution; training5. Testing your program6. Making changes to your program7. Go-live with your program
APPLICATION FORM & PORTAL RECAP
APPLICATION FORM & PORTAL RECAP
APPLICATION FORM & PORTAL RECAP
APPLICATION FORM & PORTAL RECAP
APPLICATION FORM & PORTAL RECAP
APPLICATION FORM & PORTAL RECAP
PRINT / SAVE PDF
APPLICANT NAME / ID
ADD / EDIT REVIEW
VIEW SUPPORTING DOCUMENTS
APPLICANT INFORMATION
APPLICATION FORM & PORTAL RECAP
(Application) + (Review) = ?
(Application) + (Review) + (Admin) =
APPLICATION MANAGEMENT
Makes it easier for your applicants Makes it easier for you
BENEFITS OF MOVING ONLINE
Save time Save moneyCollect better informationCollect more applications
Let the software do the work!- We’ve discussed these four at length in our
previous series on Defining Your Program’s Goals
- wizehive.com/webinar
To recap:- Saving time (reference case studies)- Better information in the form (conditional
fields)- Easier to communicate with applicants- Equitable rating for evaluation (rubric)
Administrative Tools →
ADMINISTRATIVE TOOLS
Reporting Building →RecommendationsFollowups & SchedulingActivity StreamWorkflow and Automation
Report Builder- Build and save multiple reports for repeat
viewing- Update as information changes- Easy export to CSV / Excel
ADMINISTRATIVE TOOLS
-
Reporting Building Recommendations →Followups & SchedulingActivity StreamWorkflow and Automation
ADMINISTRATIVE TOOLS
-
Reporting Building Recommendations Followups & Scheduling →Activity StreamWorkflow and Automation
ADMINISTRATIVE TOOLS
-
Reporting Building Recommendations Followups & Scheduling Activity Stream →Workflow and Automation
ADMINISTRATIVE TOOLS
-
Josh’s Top 5 →
Reporting Building Recommendations Followups & Scheduling Activity Stream Workflow and Automation →
Workflow and Automation- Define triggers and actions to streamline
your workflow and tasks
STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES
Eligibility checks →Automated sortingEmail automationFollow-up formsSimple review process
Eligibility checks- When applicants are allowed to see both
the eligibility form and the application form- When only eligible applicants should see the
application form yet the application form and eligibility form are both to appear on the same page
- Only eligible applicants can see the application form and it's a separate form from the eligibility quiz
STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES
Eligibility checks Automated sorting →Email automationFollow-up formsSimple review process
Automated Sorting- Automatically sort incoming entries into
folders based on one or more conditions.- For example, using WizeHive to
approve expense reports- Automatically sort the report entry into
folders- Based on the department of the
individual submitting the expense report.
- Use assignment tools to limit the entry that a department head needs to review by placing them in a specific folder.
STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES
Eligibility checksAutomated sortingEmail automation →Follow-up formsSimple review process
Email Automation- Automatically send an email to a member
when a new entry is received.- Setup email templates- Pull data from entries- Automate mail-merge emails- Send thank you messages to
applicants who have submitted- Send a message to remind an entrant
to submit additional files or other information, etc.
STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES
Eligibility checksAutomated sortingEmail automationFollow-up forms →Simple review process
Follow-up Forms- Used to collect data after an Application
Form is completed- Appears on the user's login menu once they
have submitted their form. - Also can email the URL of the form directly
to the applicant.
STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES
Simple Review Process- You may create a Private Review Portal to
allow judges to view and rate applicants.- A Review Portal allows you to assign specific
applicants to reviewers and limit the information that reviewers see.
- Creating a Review Portal will involve three steps:
- Create the review form- Create the portal- Assign judges to applicants
Question & Answer →
Eligibility checksAutomated sortingEmail automationFollow-up formsSimple review process →
QUESTION & ANSWER
TODAY’S AGENDA
1. Introductions
2. Accreditation 101
3. Why manage online?
4. What to look for in an online system
5. Hindsight is 20/20
6. Question & Answer Session
1. WizeHive Overview
2. Implementation Methodology
3. Application Form & Portal Recap
4. Benefits of Moving Online
5. Administrative Tools & Features
6. Streamline Your Success: Josh’s Top 5
7. Question & Answer Session
Nate Buckwalter, [email protected]
Josh Thorne, [email protected]
WIZEHIVE / AUGUST 4, 2015
FRUSTRATED with yourAPPLICATION MANAGEMENT PROCESS?
PART THREE: ADMINISTRATIVE TASKS
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