defining your program's goals, part i
TRANSCRIPT
wizehive March 3, 2015
wizehive
Defining your Program’s GoalsNate BuckwalterDirector of Sales, WizeHive
wizehive
AGENDA
wizehive
Introductions
Defining Your Program’s Goals, Pt. I
AGENDA
wizehive
wizehive Overview
Defining Your Program’s Goals, Pt. I
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.
wizehive
entries collected to date
wizehive
2,680,000+
3,890,000+
file uploads to date
wizehive
11,100,000+
reviews processed to date
wizehive
AGENDA
wizehive
Goal Categories
Defining Your Program’s Goals, Pt. I
Increase application inflow
Collect better applications
Save time
And of course… save money
wizehive
AGENDA
wizehive
Goals #1 & #2
Defining Your Program’s Goals, Pt. I
Goal #1 -- Increase application inflowYour applicants are out there, it’s just a matter of getting your application form in front of them.
wizehive
Reduce barriers to entry
Make it as simple as possible for applicants to apply for your program
Paper to online form
Online application forms and web forms are much more accessible
Reduce question count
Make sure every question in your application is important - every one counts
Pagination
Break up your application form into tabs of questions instead of a continuous scroll
Form structure
Collect the most important information first, get your applicant’s excited
Save drafts
Allow applicants to save drafts to make revisions and work in multiple sessions
wizehive
Conditional FIelds
Dynamically ask questions based on responses to other questions
Email communication
Automated emails and invitations to members can help
Society of Petroleum Engineers
Before WizeHive...▣ Spent $500,000 in staff hours / year
After WizeHive▣ Added 30 new programs▣ Increased application inflow 2400%▣ Spending $100,000 in staff time / year
wizehive
Goal #2 -- Collect better applicationsBased on two factors: 1) The degree to which the applicants are qualified, and 2) the substance of the information collected in your application.
wizehive
Eligibility quizzes
An explanation and clarification of all program expectations
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
Conditional fields
To ensure that the configuration appears to be set up appropriately
GuideStar integration
Changes do occur, regardless of the reason, and we’re here to help!
Zengine lookup
Pre-populate an application form with existing data stored in Zengine
wizehive
Additional instructions
As you hover over a question mark icon, additional information appears
SMTP server
Link outgoing WizeHive emails with your existing email client
AGENDA
wizehive
Q&A and Wrap-Up
Defining Your Program’s Goals, Pt. I
wizehive
Open Session
- Q & A- Idea sharing- Wrap-up
wizehive