Frustrated with your application management process? (Part III)
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This document discusses administrative tools and features of the WizeHive application management platform. It describes reporting features that allow users to build and save custom reports. It also outlines recommendations, follow-ups and scheduling, workflow automation, and activity streams. The presentation concludes with Josh from WizeHive highlighting five top features, including eligibility checks, automated sorting, email automation, follow-up forms, and a simple review process.
Frustrated with your application management process? (Part III)
- 1. WIZEHIVE / AUGUST 4, 2015 FRUSTRATED with your APPLICATION MANAGEMENT PROCESS? PART THREE: ADMINISTRATIVE TASKS
- 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. Application Form & Portal Recap 4. Benefits of Moving Online 5. Administrative Tools & Features 6. Streamline Your Success: Josh’s Top 5 7. Question & Answer Session Nate Buckwalter, WizeHive nate@wizehive.com Josh Thorne, WizeHive josht@wizehive.com
- 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 Form & Portal Recap → 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. APPLICATION FORM & PORTAL RECAP
- 12. APPLICATION FORM & PORTAL RECAP
- 13. APPLICATION FORM & PORTAL RECAP
- 14. APPLICATION FORM & PORTAL RECAP
- 15. APPLICATION FORM & PORTAL RECAP
- 16. APPLICATION FORM & PORTAL RECAP PRINT / SAVE PDF APPLICANT NAME / ID ADD / EDIT REVIEW VIEW SUPPORTING DOCUMENTS APPLICANT INFORMATION
- 17. APPLICATION FORM & PORTAL RECAP (Application) + (Review) = ? (Application) + (Review) + (Admin) = APPLICATION MANAGEMENT Makes it easier for your applicants Makes it easier for you
- 18. BENEFITS OF MOVING ONLINE Save time Save money Collect better information Collect 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 →
- 19. ADMINISTRATIVE TOOLS Reporting Building → Recommendations Followups & Scheduling Activity Stream Workflow and Automation Report Builder - Build and save multiple reports for repeat viewing - Update as information changes - Easy export to CSV / Excel
- 20. ADMINISTRATIVE TOOLS - Reporting Building Recommendations → Followups & Scheduling Activity Stream Workflow and Automation
- 21. ADMINISTRATIVE TOOLS - Reporting Building Recommendations Followups & Scheduling → Activity Stream Workflow and Automation
- 22. ADMINISTRATIVE TOOLS - Reporting Building Recommendations Followups & Scheduling Activity Stream → Workflow and Automation
- 23. ADMINISTRATIVE TOOLS - 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
- 24. STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES Eligibility checks → Automated sorting Email automation Follow-up forms Simple 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
- 25. STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES Eligibility checks Automated sorting → Email automation Follow-up forms Simple 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.
- 26. STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES Eligibility checks Automated sorting Email automation → Follow-up forms Simple 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.
- 27. STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES Eligibility checks Automated sorting Email automation Follow-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.
- 28. STREAMLINE YOUR SUCCESS: JOSH’S TOP 5 FEATURES 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 checks Automated sorting Email automation Follow-up forms Simple review process →
- 30. QUESTION & ANSWER Nate Buckwalter, WizeHive nate@wizehive.com Josh Thorne, WizeHive josht@wizehive.com
- 31. 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 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 7. Question & Answer Session Nate Buckwalter, WizeHive nate@wizehive.com Josh Thorne, WizeHive josht@wizehive.com
- 32. WIZEHIVE / AUGUST 4, 2015 FRUSTRATED with your APPLICATION MANAGEMENT PROCESS? PART THREE: ADMINISTRATIVE TASKS