c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

THANKS FOR JOINING US THE SESSION WILL BEGIN SOON

D I A L - I N N U M B E R : ( 9 4 9 ) 2 2 9 - 4 4 0 0

P I N : 1 6 8 2 1 6 1 #

P R E S E N T S

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

AN INTRODUCTION TO ONLINE

APPLICATION MANAGEMENT

S E S S I O N T W O : R E V I E W P O RTA L S

ERICA SCHAFFEL Director of Sales Wizehive, Inc.

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

HOSTED BY

MARLO POLONSKY Grants Officer Society of Family Planning

QUESTIONS

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

During the presentation your line will be muted, feel free to leave any questions in the meeting chat and we’ll be sure to answer them at the conclusion of this session

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

SERIES OVERVIEW

S E S S I O N I I

I. WizeHive Overview

II. Introduction to Portals

I. Private Review

I. Review Builder

II. Private Portal Overview

III. Assignments

IV. Dashboard Reports

II. Public Review

I. Embedded Portal

N E X T S E S S I O N

I. Date: TBD (mid-July)

II. Focus: Administrative Features

PARTICIPANTS WHO REGISTER AND ATTEND ALL SESSIONS WILL BE ENTERED IN A DRAWING TO RECEIVE A FREE YEAR OF WIZEHIVE*

Michael Levinson WizeHive Founder & CEO

DreamIt needed a web-based collaboration and decision making tool, which did not exist in the current market. In 2008, WizeHive was officially launched.

WIZEHIVE HISTORY

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2 0 0 8

2 0 0 9

2 0 1 0

2 0 1 3

WIZEHIVE HISTORY

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

GRANT MANAGEMENT SYSTEM

CONTEST MANAGEMENT SYSTEM

PRODUCTIVITY DATABASE SYSTEM

OUR WIZEHIVE FAMILY

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

IMPLEMENTING YOUR SYSTEM

Our software is supported by a TERRIFIC implementation and support team. You’ll have the comfort of an assigned team

DEDICATED to respond quickly to your needs.

C L A U D I A S E A N P A I G E K E R R Y A N D R E W

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

SOCIETY OF FAMILY PLANNING

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

The Society of Family Planning (SFP) advances science in family planning, including contraception and abortion, by funding research and promoting the expansion and dissemination of family planning knowledge. SFP also seeks to cultivate a collaborative and supportive environment to foster scholarly activity and leadership in the areas of reproductive health and family planning.

M O V E D T O W I Z E H I V E J A N U A R Y 2 0 1 3

Reviewers login to review their assignments and

access proposals

Able to view the evaluations of all proposals

Did not want reviewers reading evaluations of

proposals that they had not yet reviewed

ONLINE APPLICATION MANAGEMENT

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

OLD REVIEW SYSTEM

Needed the potential to hide a review from a

particular reviewer due to a conflict of interest

Very limited admin/report functions

Many glitches in the system / challenging for applicants

and reviewers

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

BENEFITS SINCE MOVING TO WIZEHIVE

S Y S T E M T H AT R E V I E W E R S L O V E

P R O V E N R E S U LT S

T O TA L O F 7 0 A P P L I C A N T S 3 7 R E V I E W E R S / 4 C H A I R S

5 0 L A R G E P R O P O S A L S

2 0 S M A L L P R O P O S A L S

2 7 L A R G E R E V I E W E R S

1 0 S M A L L R E V I E W E R S

For programs where the judging and review process is done in private, login and password credentials are provided to

reviewers so they may conduct their reviews

PRIVATE REVIEW

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

PRIVATE REVIEW BUILDER

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

ASSIGNMENTS

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

REVIEW PORTAL LOGIN

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

APPLICANT STATUS

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

PRINT / SAVE PDF

APPLICANT NAME / ID

ADD / EDIT REVIEW

VIEW SUPPORTING DOCUMENTS

APPLICANT INFORMATION

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

DASHBOARD PDF

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

SCORES REPORT

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A D D A R E V I E W

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DASHBOARD REPORTS

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

CUSTOM REPORTS

For programs where the judging and review process is done publically, no credentials needed to conduct reviews

PUBLIC REVIEW

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

EMBEDDED PORTAL

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

PUBLIC REVIEW

P l e a s e e n t e r q u e st i o n s i n t h e c h a t b a r

c o l l e c t , o r g a n i z e , a n d m a n a g e a n y t h i n g

e m a i l : e r i c a @ w i z e h i v e . c o m

p h o n e : 2 1 5 - 2 6 8 - 3 7 9 2 c h a t : w i z e h i v e . c o m

QUESTIONS?