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GRANTS MANAGER’S
SHARE & LEARN FORUM
AG
ENG
A1. INTRODUCTIONS
2. DEMONSTRATION
3. OPEN FORUMwizehive
SAMANTHA SALLEYProduct Manager
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NATE BUCKWALTERDirector of Sales
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P R O U D T O S U P P O R T
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Where are you joining us
from today? How’s the weather?
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DEM
ON
STRA
TIO
N 1. APPLICANT PORTAL
2. ADMIN PORTAL
3. REVIEW PORTALwizehive
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A P P P O R T A L
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A P P P O R T A L
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A P P P O R T A L
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A P P P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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A D M I N P O R T A L
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R E V I E W P O R T A L
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R E V I E W P O R T A L
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R E V I E W P O R T A L
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Interested in viewing more? Visit bit.ly/wh-
video for a full demo video.
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
OPE
N F
ORU
M
TOPICS FROM
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If you could wave a magic wand over your
program, what would you fix / do better?
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I N T E R N A L T R A C K I N G
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
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What questions or concerns do you
have about data security?
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D A T A A C C E S S
D A T A A C C E S S
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How can I access my data?
Data exports
Custom data feeds
Mobile access
Submitting applications
Reviewing applications
Data integrity and security
How much time do you spend on
budgeting --- daily, weekly, monthly?
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B U D G E T I N G
B U D G E T I N G
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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)
What type of information are you
conducting outcome reporting on?
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R E P O R T I N G
Q U E R Y I N G & R E P O R T I N G
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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
What kinds of tools are you using for
communication --- email, SMS?
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C U S T O M I Z A T I O N
C U S T O M I Z A T I O N
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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
What is the most difficult part about your
current system / paper-based process?
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E A S E O F U S E
E A S E O F U S E
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I need a system that is easy to use!
Interface layout
Intuitive labels
Easily taking action
Optimization for experts
Any other questions or topics
you’d like to cover today?
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Ready to get started? Participants from
today’s call receive a free pilot program!
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GRANTS MANAGER’S
SHARE & LEARN FORUM
