Upload
wizehive
View
111
Download
0
Embed Size (px)
Citation preview
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
N F
ORU
M
TOPICS FROM
wizehive
If you could wave a magic wand over your
program, what would you fix / do better?
wizehive
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
wizehive
D A T A A C C E S S
wizehive
How can I access my data?
Data exports
Custom data feeds
Mobile access
Submitting applications
Reviewing applications
Data integrity and security
B U D G E T I N G
wizehive
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)
Q U E R Y I N G & R E P O R T I N G
wizehive
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?
wizehive
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
wizehive
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?
wizehive
E A S E O F U S E
E A S E O F U S E
wizehive
I need a system that is easy to use!
Interface layout
Intuitive labels
Easily taking action
Optimization for experts