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WIZEHIVE / JULY 14, 2015
FRUSTRATED with yourAPPLICATION MANAGEMENT PROCESS?
PART ONE: APPLICATION FORMS
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. Transition From Paper
4. Application Management 101
5. Advanced Features
6. Question & Answer Session
Nate Buckwalter, WizeHive
Josh Thorne, WizeHive
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
Moving From Paper →
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
WHAT’S THE GOAL?
GO FROM THIS...
TO THIS...
AND THEN THIS.
TRANSITION FROM PAPER
Why Make the Move? →Application & Review Administrative Features Streamline and automate paper intensive
submissions- Online application forms- Automated assignment of reviews- Volunteer friendly review portal- Advanced reporting- The list goes on…
Better, faster decisions- Less time to collect and review submissions- Capture better information through the use
of advanced features
TRANSITION FROM PAPER
Why Make the Move?Application & Review →Administrative FeaturesThe benefits of an online application form:
- Accessible- User-friendly- Safe and secure- Applicants can save drafts- Collect more precise information- Save applicants time
Simple and personalized online review processes:
- Available on the go- Automated or manual assignments- Blind review- Save drafts
TRANSITION FROM PAPER
Why Make the Move?Application & Review Administrative Features →Easily organize applications and automate
administrative tasks- Utilize workflow triggers and actions- Bulk email- Assignments- Advanced reporting
Management 101 →
BUT WHERE TO START?
APPLICATION MANAGEMENT 101
Form Types →Building Your Form
Decide which form is best for your program- Web forms- Application forms- Advanced cart forms
Web forms- Forms that provide ability for quick
submissions; do not require login
Application forms- Forms that allow applicants to login, save a
draft, and view submission after entry
Advanced cart forms- Similar to application forms, but allow
multiple submissions per applicant
APPLICATION MANAGEMENT 101
APPLICATION MANAGEMENT 101
Form TypesBuilding Your Form →
Pre-scoring applications: Summarize the program(s) and respective goals for the year
Instructions: Formal approval as an agreement of what is to be delivered
Additional instructions: As you hover over a question mark icon, additional information appears
GuideStar integration: Charity status validation for 501c3 and other nonprofit organizations
Zengine lookup: Pre-populate an application form with existing data stored in Zengine
SMTP server: Link outgoing WizeHive emails with your existing email client
Advanced Features →
ADVANCED FEATURES
Eligibility Quizzes →Conditional FieldsFollow Up FormsEligibility Quizzes
- Prescreen applicants- Cut down on time reviewing ineligible
applicant forms- Save everyone time - applicants and
administrators
ADVANCED FEATURES
Eligibility QuizzesConditional Fields →Follow Up FormsConditional Fields
- Dynamic field types help capture the information you need from only the applicants you need it from
- Simple point and click Rule Builder
ADVANCED FEATURES
Eligibility QuizzesConditional FieldsFollow Up Forms →Follow Up Form
- In addition to forms that appear via conditional logic, you may want to follow up with applicants after submission
- Applicants use same login as their original submission
Question & Answer →
QUESTION & ANSWER
TODAY’S AGENDA
Nate Buckwalter, WizeHive
Josh Thorne, WizeHive1. WizeHive Overview
2. Implementation Methodology
3. Transition From Paper
4. Application Management 101
5. Advanced Features
6. Question & Answer Session
WIZEHIVE / JULY 14, 2015
FRUSTRATED with yourAPPLICATION MANAGEMENT PROCESS?
PART ONE: APPLICATION FORMS
