Grants Managers Share and Learn Webinar by WizeHIve

presented by wizehive

GRANTS MANAGER’S

SHARE & LEARN FORUM

AG

ENG

A1. INTRODUCTIONS

2. DEMONSTRATION

3. OPEN FORUMwizehive

SAMANTHA SALLEYProduct Manager

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NATE BUCKWALTERDirector of Sales

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P R O U D T O S U P P O R T

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Where are you joining us

from today? How’s the weather?

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DEM

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N 1. APPLICANT PORTAL

2. ADMIN PORTAL

3. REVIEW PORTALwizehive

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A P P P O R T A L

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A P P P O R T A L

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A P P P O R T A L

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A P P P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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A D M I N P O R T A L

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R E V I E W P O R T A L

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R E V I E W P O R T A L

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R E V I E W P O R T A L

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Interested in viewing more? Visit bit.ly/wh-

video for a full demo video.

I N T E R N A L T R A C K I N G D A T A A C C E S S B U D G E T I N G

Q U E R Y I N G & R E P O R T I N G C U S T O M I Z A T I O N E A S E O F U S E

OPE

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TOPICS FROM

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If you could wave a magic wand over your

program, what would you fix / do better?

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I N T E R N A L T R A C K I N G

I N T E R N A L T R A C K I N G

What’s important for your workflow?

Grant cycle linkages

Tracking

Updating basic information

Attaching files

Handling paper apps

Batch updates

Customization

Searching

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What questions or concerns do you

have about data security?

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D A T A A C C E S S

D A T A A C C E S S

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How can I access my data?

Data exports

Custom data feeds

Mobile access

Submitting applications

Reviewing applications

Data integrity and security

How much time do you spend on

budgeting --- daily, weekly, monthly?

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B U D G E T I N G

B U D G E T I N G

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How can I budgets and manage spending?

Budget tracking configuration

Budget amount reporting

Drafting budgets for “what-if” scenarios

Budgeting and grant requests

Tracking repayments for program-related investments (PRIs)

What type of information are you

conducting outcome reporting on?

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R E P O R T I N G

Q U E R Y I N G & R E P O R T I N G

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What is the most frustrating thing about reporting?

General reporting approach

Searching and filtering data and attachments

Report modification

Favorite reports, queries, and actions; saving modified reports

Ad hoc reporting

Visual reports

Grant summary tracking

Data reportability and drill-down

Automating reports

What kinds of tools are you using for

communication --- email, SMS?

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C U S T O M I Z A T I O N

C U S T O M I Z A T I O N

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To what level can I customize my system?

Dropdown fields

Internal tracking fields

Custom fields

Online information customization

Vendor customization

System extendibility

Support for Customized systems

Support for multiple languages

Customization by foundation staff

What is the most difficult part about your

current system / paper-based process?

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E A S E O F U S E

E A S E O F U S E

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I need a system that is easy to use!

Interface layout

Intuitive labels

Easily taking action

Optimization for experts

Any other questions or topics

you’d like to cover today?

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Ready to get started? Participants from

today’s call receive a free pilot program!

presented by wizehive

GRANTS MANAGER’S

SHARE & LEARN FORUM