Frustrated with your application management process? (Part I)
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The document discusses Wizehive, a cloud-based platform designed for managing applications for grants and scholarships, streamlining the transition from paper-based processes to online submissions. It outlines an implementation methodology that includes seven steps for successful application management, emphasizing the benefits of efficiency and improved decision-making. The document also covers advanced features such as conditional fields and eligibility quizzes that enhance the application review process.
Frustrated with your application management process? (Part I)
- 1. WIZEHIVE / JULY 14, 2015 FRUSTRATED with your APPLICATION MANAGEMENT PROCESS? PART ONE: APPLICATION FORMS
- 2. Nate Buckwalter Director 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 nate@wizehive.com 215-268-6913 or 1-877-767-9493
- 3. Josh Thorne Implementation 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 josht@wizehive.com
- 4. 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
- 5. 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.
- 9. IMPLEMENTATION METHODOLOGY Our Support Team → Seven Steps to Success
- 10. IMPLEMENTATION METHODOLOGY Moving From Paper → Our Support Team Seven Steps to Success → Seven Steps to Success 1. Kickoff / requirements call 2. Documenting the requirements 3. Obtaining approval on requirements 4. Building the solution; training 5. Testing your program 6. Making changes to your program 7. Go-live with your program
- 11. WHAT’S THE GOAL?
- 12. GO FROM THIS...
- 13. TO THIS...
- 14. AND THEN THIS.
- 15. TRANSITION FROM PAPER Why Make the Move? → Application & Review Administrative FeaturesStreamline 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
- 16. 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
- 17. 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 →
- 18. BUT WHERE TO START?
- 19. 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
- 21. APPLICATION MANAGEMENT 101 Form Types Building 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 →
- 22. ADVANCED FEATURES Eligibility Quizzes → Conditional Fields Follow Up FormsEligibility Quizzes - Prescreen applicants - Cut down on time reviewing ineligible applicant forms - Save everyone time - applicants and administrators
- 23. ADVANCED FEATURES Eligibility Quizzes Conditional 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
- 24. ADVANCED FEATURES Eligibility Quizzes Conditional Fields Follow 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 →
- 26. 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
- 27. WIZEHIVE / JULY 14, 2015 FRUSTRATED with your APPLICATION MANAGEMENT PROCESS? PART ONE: APPLICATION FORMS