Introducing Submission Portals

Posted by Natalie on February 21, 2017

Your relationship with your applicants does not end when they click submit on their initial application - that’s only the beginning. But finding a tool to facilitate data sharing throughout a custom process is difficult - things get complex quick. 


 

For this reason, we’re happy to introduce an addition to our Zengine product line: submission portals.  Submission portals are intended to simplify data flow and communication throughout the full lifecycle of your relationship with applicants and grantees, no matter how complicated your process might be.
sp-gif-1.gif

 

Starting with application intake, through external review processes, award acknowledgement, progress reports and other follow up forms - all of the back and forth data flowing between an applicant and an organization can be managed via a submission portal.

Simplify long, complicated forms into easy, bite-sized tasks

Submission portals make it easy to break up an application into multiple related tasks. For example - as part of the initial application, you may want to collect project details, organization details, and a set of project contacts. Rather than putting these fields all into one form, you can separate them out into short tasks for your applicants to fill out.

Clear Progress Indicators

Applicants can save their progress as drafts, and clearly view the status of each task. As they type, the data also auto-saves regularly to prevent accidental loss. When every task is finished, they can then submit their complete application.

sp-gif-2.gif

Multiple submission stages

Ideally, you only want to collect information from applicants when you need it. Asking for too much up front can be intimidating. At best, it wastes both the applicant’s time in gathering the data, and the reviewers’ time in reading irrelevant information. At worst, applicants may choose not to apply due to the length of the initial application.

Instead, consider splitting up the application into an eligibility quiz, followed by a full application if the eligibility criteria is met. The submission portal allows you to easily implement processes that follow multiple stages such as this.

Post-award data sharing and collection

Any data that you want to share or collect from the grantee can be handled via the submission portal. For example, allow the grantee to view the award details, then accept the terms of the grant. Collect progress reports that automatically tie back to the initial grant. The submission portal is flexible, and can be configured to meet your organization’s custom process.

sp-gif-3.gif


Submission portals are currently available to customers using the Premium Grants Management Edition. Tell us your current process, and we’ll help you determine how a switch to a submission portal can improve your data intake and communication with applicants and grantees.