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.
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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.
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
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
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 →