Frustrated with your application management process? (Part III)

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


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






PRINT / SAVE PDF

APPLICANT NAME / ID

ADD / EDIT REVIEW

VIEW SUPPORTING DOCUMENTS

APPLICANT INFORMATION


(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


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Reporting Building Recommendations →Followups & SchedulingActivity StreamWorkflow and Automation


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Reporting Building Recommendations Followups & Scheduling →Activity StreamWorkflow and Automation


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Reporting Building Recommendations Followups & Scheduling Activity Stream →Workflow and Automation


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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


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.


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.


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.


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

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


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




WIZEHIVE / AUGUST 4, 2015

FRUSTRATED with yourAPPLICATION MANAGEMENT PROCESS?

PART THREE: ADMINISTRATIVE TASKS

Software

Frustrated with your application management process? (Part III)