Grants Managers Share and Learn Webinar by WizeHIve
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The document outlines an agenda for the Wizehive Grants Manager’s Share & Learn Forum, including introductions, demonstrations of various portals, and an open forum for discussion. Key topics addressed include internal tracking, budgeting, data access, reporting, communication tools, customization options, and system usability. Participants were offered a free pilot program at the end of the session.
Grants Managers Share and Learn Webinar by WizeHIve
- 1. presented by wizehive GRANTS MANAGER’S SHARE & LEARN FORUM
- 2. AGENGA 1. INTRODUCTIONS 2. DEMONSTRATION 3. OPEN FORUM wizehive
- 3. SAMANTHA SALLEY Product Manager wizehive NATE BUCKWALTER Director of Sales
- 4. wizehive P R O U D T O S U P P O R T
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- 7. Where are you joining us from today? How’s the weather? wizehive
- 8. DEMONSTRATION 1. APPLICANT PORTAL 2. ADMIN PORTAL 3. REVIEW PORTAL wizehive
- 9. wizehive A P P P O R T A L
- 10. wizehive A P P P O R T A L
- 11. wizehive A P P P O R T A L
- 12. wizehive A P P P O R T A L
- 13. wizehive A D M I N P O R T A L
- 14. wizehive A D M I N P O R T A L
- 15. wizehive A D M I N P O R T A L
- 16. wizehive A D M I N P O R T A L
- 17. wizehive A D M I N P O R T A L
- 18. wizehive A D M I N P O R T A L
- 19. wizehive A D M I N P O R T A L
- 20. wizehive A D M I N P O R T A L
- 21. wizehive A D M I N P O R T A L
- 22. wizehive A D M I N P O R T A L
- 23. wizehive A D M I N P O R T A L
- 24. wizehive A D M I N P O R T A L
- 25. wizehive A D M I N P O R T A L
- 26. wizehive R E V I E W P O R T A L
- 27. wizehive R E V I E W P O R T A L
- 28. wizehive R E V I E W P O R T A L
- 29. wizehive Interested in viewing more? Visit bit.ly/wh- video for a full demo video.
- 30. 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 OPENFORUM TOPICS FROM wizehive
- 31. 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
- 32. 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
- 33. What questions or concerns do you have about data security? wizehive D A T A A C C E S S
- 34. 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
- 35. How much time do you spend on budgeting --- daily, weekly, monthly? wizehive B U D G E T I N G
- 36. 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)
- 37. What type of information are you conducting outcome reporting on? wizehive R E P O R T I N G
- 38. 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
- 39. 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
- 40. 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
- 41. What is the most difficult part about your current system / paper-based process? wizehive E A S E O F U S E
- 42. 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
- 43. Any other questions or topics you’d like to cover today? wizehive
- 44. wizehive Ready to get started? Participants from today’s call receive a free pilot program!
- 45. presented by wizehive GRANTS MANAGER’S SHARE & LEARN FORUM