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Intern Blog: My Experience as a Web Graphic Artist at INSZoom

posted by: Christen date: Mar 21, 2016 Blog comments: Comments Off on Intern Blog: My Experience as a Web Graphic Artist at INSZoom
The experience I gathered while interning at INSZoom as a Web Graphic Artist allowed me to take my design skills to the next level, from theoretical works to actual real-life company projects. During my internship I worked on marketing materials for corporate events, photo editing, product advertising, promotional emails, and was able to put my web design skills to use by working on the company’s Zendesk platform and updating pages on the company website. Overall the best experience was getting to meet and work with an amazing group of people. The environment was great to work in and everyone was approachable if I ever had a question. — Natalia Burris
date:  Mar 21, 2016 comments:  Comments Off on Intern Blog: My Experience as a Web Graphic Artist at INSZoom
by:  Christen category:  Blog Read More

Keep Up With H-1B Cap Season Demand Using Immigration Case Management Software

posted by: Christen date: Mar 01, 2016 Customizing Your Case Management System to Improve Efficiency, How To comments: Comments Off on Keep Up With H-1B Cap Season Demand Using Immigration Case Management Software
Immigration case management software helps with H-1B cap seasons demand It’s that time again! Time for a new blog! The next blog in the series of Customizing Your Case Management System to Improve Efficiency is going to be on using the immigration forms within INSZoom. In my last blog we discussed the importance and benefits of using the INSZoom questionnaires to improve efficiency within your firm. This blog is going to show you how you can use the data captured with questionnaires to populate immigration forms!

We are in the midst of H-1B cap season. This is the busiest and most insane time of the year for many practitioners. Employees are working late, working on the weekends and are stressed out trying to keep up. If you are not using INSZoom or the forms feature now is the time to make a change!

Let me help you paint a picture: you are so busy you don’t know how to even start your day. You have so many applications that need to be completed and you are getting more cases every day. You need to keep track of your foreign nationals, reach out to them, capture data, request documents, and complete applications forms. By using INSZoom you can add the foreign national into INSZoom, add a new case for them, link documents (Docs Check List), link questionnaires, and email both to the foreign national with a few clicks of the mouse. You can start a new case in a few minutes. Once the information comes back you create the form with another few clicks of the mouse. To be quite honest with you, you can’t afford to NOT use INSZoom!

INSZoom has an extensive database of immigration forms and if you are providing immigration into the USA look no further! INSZoom has everything you need to provide fast and efficient immigration services to your foreign nationals and clients.

INSZoom has a forms team that is led by an experienced US Immigration Attorney to ensure that as soon as the USCIS updates an immigration form we get it updated in our system, that the data fields get mapped and questionnaires get updated. At the end of the day, it all comes down to the forms and being able to use them to submit your applications to the government and we know that!

Many of the blogs I have drafted speak to the efficiency that can be had by using the various functions within INSZoom. All of those functions are in place to capture the data needed to populate the forms. If you are sending out the questionnaires to capture data then you need to get that information onto the forms. The wonderful part of using an immigration case management system to manage your case load is that once you have the data in INSZoom you simply link the form and create it. Creating the form pushes all of the data in the system onto the form in the correct data field so all you need to do is review the form, save it and send it to your foreign nationals. Gone are the days of Word or Adobe questionnaires and you having to retype the information on the form. We are in the midst of H-1B cap season. This is the busiest and most insane time of the year for many practitioners. Employees are working late, working on the weekends and are stressed out trying to keep up. If you are not using INSZoom or the forms feature now is the time to make a change!

If you would like more information on using INSZoom or forms please reach out to me, Christen Gause, for more information. I am happy to help and look forward to hearing from you.

Christen Gause, MBA

Manager, Business Development & SolutionsINSZoom.com, Inc. | christen.gause@inszoom.com

Main: 925 244-0600 Ext 285

date:  Mar 01, 2016 comments:  Comments Off on Keep Up With H-1B Cap Season Demand Using Immigration Case Management Software
by:  Christen category:  Customizing Your Case Management System to Improve Efficiency, How To Read More

Capture Foreign National Data with INSZoom Questionnaires To Improve Efficiency

posted by: Christen date: Feb 23, 2016 Customizing Your Case Management System to Improve Efficiency, How To comments: Comments Off on Capture Foreign National Data with INSZoom Questionnaires To Improve Efficiency
Using INSZoom Questionnaires for the Foreign National Immigration Process

Welcome back! Thanks for following along and educating yourself on how you can improve efficiency at your firm. The next blog in the series of Customizing Your Case Management System to Improve Efficiency is going to be on capturing data through the use of questionnaires. In my last blog we discussed the importance and benefits of using the INSZoom HR Portal to help improve efficiency within your firm. This blog is going to show you how sending questionnaires to your foreign nationals to capture data can greatly improve your efficiency and cut down on the time spent doing manual data entry in the foreign national immigration process.

Questionnaires are an excellent tool to use to capture data from your foreign nationals. Depending on the edition of INSZoom that you are using, you can either use the INSZoom created questionnaires that match the corresponding government forms, or you can create your own. We have an entire team of people who ensure that the INSZoom created questionnaires that are available to you match the government issued forms. If you have specific data that you wish to capture then you can create your own questionnaires.

To get started using the questionnaires you will want to link the questionnaire to the petition at the case level. You simply find the one that corresponds to the government form or the petition that you are filing and link it to the case. You can link more than one at a time and send them all to your foreign national at the same time by using the email feature.

To email the questionnaires to your foreign nationals you draft the email within INSZoom and choose which questionnaires you wish to send out. Once sent, the foreign national clicks on the link and accesses the data by inputting an Access Code and then they can view the questionnaires you have sent to them for completion. The process of completing the questionnaires is very easy for the foreign national. The information, once added by them, is automatically updated in your database so you don’t need to manually enter the data. The information also will appear on the other questionnaires so they truly only need to add the data one time. As they work through the questionnaires they just add in the data specific to that questionnaire. Once they finish they can click on “Verify and Inform Case Manager” and an email will get sent to you notifying you that they completed the questionnaire.

Case Managers always have access to the questionnaires and they can update the information, add information and view the status of the questionnaire. If the foreign national has accessed it and/or completed the questionnaires the status gets updated automatically. There is no need to email your foreign national to see if they have completed them but following up and chasing them is up to you!

Utilizing questionnaires to capture data will greatly improve your efficiency and productivity. The foreign national is adding the data to your database so there is no need to retype the information or add information to the forms!

If you are a busy law firm or corporation and you struggle to find time to get everything done then look into using INSZoom’s questionnaires. For our next blog we will cover how using the forms within INSZoom can help you to improve efficiency and streamline processes at your organization.

If you would like more information on using questionnaires please reach out to me, Christen Gause, for more information. I am happy to help and look forward to hearing from you.

Christen Gause, MBA

Manager, Business Development & SolutionsINSZoom.com, Inc. | christen.gause@inszoom.com

Main: 925 244-0600 Ext 285  
date:  Feb 23, 2016 comments:  Comments Off on Capture Foreign National Data with INSZoom Questionnaires To Improve Efficiency
by:  Christen category:  Customizing Your Case Management System to Improve Efficiency, How To Read More

Empower Your Global Mobility Professionals By Using the HR Portal

posted by: Christen Gause date: Dec 29, 2015 Money and time saving tips comments: Comments Off on Empower Your Global Mobility Professionals By Using the HR Portal
INSZoom immigration software client HR Portal tips

We are cruising right along with this blog series!  Thanks for following along and educating yourself on how you can improve efficiency at your firm.  The next blog in the series of Customizing Your Case Management System to Improve Efficiency is going to be on the corporation portal also known as the HR PortalIn my last blog we discussed the importance and benefits of using the INSZoom Foreign National Portal to help improve efficiency within your firm.  This blog is going to show you how using the HR Portal (Client Portal) can help you improve efficiency and productivity.

The foreign national portal is for your clients/assignees/foreign nationals/employees so they can login to check the status of their immigration cases.  The HR Portal is for the global mobility managers/ HR managers/immigration specialists so they can login and check the status of the immigration cases for their global mobility population.  This blog will be geared towards those who provide corporate immigration services along with those who work for a corporation.

I write this blog from the perspective of the law firm who is providing access to the HR Portal so those of you who work for a corporation and have an immigration provider using INSZoom, you can see what is available to you for your use.  The HR Portal is available to all INSZoom clients who are using Enterprise and Professional Editions.

Benefits of using the HR Portal


  • Customize the portal to show only the information that you want the global mobility professional to see.
  • Provide access to create, upload and edit corporation travel policies and guidelines.
  • Provide access to create, upload and edit corporation related updates, news or travel alerts.
  • Allow the global mobility professional to upload corporate digital documents that could be needed for immigration purposes such as block visa approvals, proof of company origins in a host country, etc.
  • The global mobility professional can view their entire global mobility population, their cases, their info, emails, notes, expiration dates, etc.
  • Ability to run their own reports!  You can create Adhoc reports specifically for a client and grant access to the report so the global mobility professional can run it themselves.  You can also grant access to INSZoom created reports.
  • Grant access rights that are specific to the global mobility professional.  For example, if the global mobility professional is responsible for foreign nationals going to AsiaPAC you can grant them access to only those individuals and they won’t be able to see anything else.
  • Set appointments with the global mobility professional that will appear on a calendar in the HR Portal.
  • Allow the global mobility professional to request a new case for a foreign national directly with you. They can upload the PPT, CV, Job Description or any other available document that they might have when submitting the request.  This means the documents are already uploaded into INSZoom and the foreign nationals profile has been created saving you the time of doing this yourself!
  • Initiate a new request directly to the foreign national with the case manager in cc on the email.
There are many benefits of providing access to the HR Portal but the biggest benefit comes from empowering your global mobility professional’s to access they data they need when they need it.  They can login and complete a number of tasks or view information without sending you emails asking for updates or copies of a document. A few of the benefits from using the HR Portal are:
  • Reduce the amount of emails that come from your global mobility professional asking for an update on immigration petitions.  If you built the case steps that I taught you about 2 blogs ago and they match the immigration process then the global mobility professional can login to the portal, check the status of the cases for their foreign nationals and easily see the status of an immigration process.
  • Track and view the expiration dates of many documents from passports, visas, cases, I-94, I797, EAD, Green Card, and anything else you could possibly want to track!  This will greatly help to reduce the emails from your global mobility professional asking for this information.
  • Upload documents in a secure manner!  Not only is it safer but it is faster.  Many email servers have limits on the size of the documents that can be sent and received. The global mobility professional can upload documents at the time of the case request.  This ensures you are able to review these items right away and they are already in the system with the profile created!  This is a huge help and a major time saver to you and your team.  (documents can also be uploaded at time)
  • You are empowering your global mobility professional by providing them 24/7 access to their data.  Global mobility professionals are kind of stuck in the middle.  They need to keep their company costs down, they need to ensure the happiness of their employees and they need to work with their immigration provider in an efficient manner.  Most global mobility professional wear a lot of hats and have to keep a lot of balls in the air at the same time.  I personally would prefer to have access to information so I did not have to ask for it and I can assure you that they would want the same thing.
  • The global mobility professional can run their own reports!  This is my favorite benefit!  How many hours are spent running reports for clients on a weekly basis?  Create company specific reports and grant them access to them so they can run them themselves!  The only thing you need to do is ensure you are keeping INSZoom updated at all times…but you should be doing this anyways…right?
To get started using the HR Portal, if you have not used it before, is to review how you are using INSZoom.  Analyze the features that you are using and what information you would like to provide to your global mobility professionals.  Then review the needs of your corporate clients and discuss this option with them.  You will need to teach them how to use the portal but it is easy and straight forward to use so it should be fairly simple. I recommend creating a cheat sheet for your clients and if you customize the HR Portal make sure it is specific to them.

In my last blog I mentioned how using the FNP will help you with RFP’s.  Well, the HR Portal is more important for you to understand as this will seal the deal on those RFP’s.  Corporate clients want to have access to their data!  Not only do they want it, they demand it and you need to make sure you can provide it.  INSZoom provides the HR Portal to you and it is part of your subscription so there is no reason not to harness the power of this tool.

This is a screen shot of the HR Portal that has information populated in it and all of the features available.  Remember, for items that you don’t use or don’t want the global mobility professional to be able to view, you can hide them.

INSZoom HR Portal Screenshot(click image to enlarge)

If you would like more information on using the HR Portal please reach out to me, Christen Gause, for more information.  I am happy to help and look forward to hearing from you.

Christen Gause, MBA
Manager, Business Development & SolutionsINSZoom.com, Inc. | christen.gause@inszoom.com
Main: 925 244-0600 Ext 285

date:  Dec 29, 2015 comments:  Comments Off on Empower Your Global Mobility Professionals By Using the HR Portal
by:  Christen Gause category:  Money and time saving tips Read More

Allow Your Clients to Access Their Immigration with the Foreign National Portal

posted by: Christen Gause date: Dec 28, 2015 Customizing Your Case Management System to Improve Efficiency, How To, Money and time saving tips comments: Comments Off on Allow Your Clients to Access Their Immigration with the Foreign National Portal
  Foreign-National-Portal

Welcome back!  Thank you for following along with the series of Customizing Your Case Management System to Improve EfficiencyIn my last blog we covered case steps/reminders (commonly called case steps) and also known as work flows – Maximize Firm Productivity with Case Steps.  For this blog I will discuss the importance and benefits of using the INSZoom Foreign National Portal to help improve efficiency within your firm.  This blog will also help you see why it is useful to use those case steps/reminders!

Are you wondering what the Foreign National Portal (FNP) is?  If you are unsure and never heard of it then shame, shame!  The FNP is a valuable tool that all clients who use Enterprise and Professional Editions have access to and you can grant access to your clients/assignees/foreign nationals/employees.  For purposes of this blog we are going to refer to them as foreign nationals.

By using the Foreign National Portal you can:
  • Customize the portal to show only the information that you want the foreign national to see.
  • Assign tasks, also known as “To Do” to your foreign national’s.
    • Questionnaires that need to be completed.
    • Forms that need to be reviewed and signed.
    • Documents that need to be uploaded.
  • Provide access to corporation travel policies and guidelines.
  • Provide access to corporation related updates, news or travel alerts.
  • Allow the foreign national to upload documents so they don’t need to be sent via email. This method is much more secure for the foreign national and it saves you time because once uploaded they are in INSZoom and you don’t need to upload them.
  • Provide access to cases along with the status of the case so the foreign national can check on the case status without sending you an email.
  • Allow them to view the case related emails and notes.
  • View documents that you are tracking so they can see the expiration dates.
  • If you track their international travel they can view information that is commonly needed for visa applications such as the country, arrival date, departure date, and departure city.
  • View and see if their Status Documents are valid or expired and what the validity dates are.
  • Set appointments with the foreign national that will appear on a calendar in the FNP.
  • Allow the foreign national to check the status and the profile of their dependents.
  • Depending on whether or not your firm subscribes to the “Advanced Case Request” you can grant access and allow the foreign national to request a new case from you.

As you can see from the lengthy list above, there is a lot that can be done with the Foreign National Portal.  The wonderful thing is that each firm (this would be you) can customize the FNP to meet their needs and the needs of their clients.  You can hide functions and areas you don’t want the foreign national to see and you can do it per corporation.

If you are using INSZoom and populating information in the system about each foreign national then it only makes sense to grant access to the foreign national’s.  There are many benefits that result from granting access to the FNP and teaching your clients to use it.

A few of the benefits that result from using the FNP are:
  • Reduce the amount of emails that come from the foreign national asking for an update on their immigration case.  If you built the case steps that I taught you about in my last blog and they match the immigration process then the foreign national can login to the portal, check the status of their case and easily see where they are in the immigration process.
  • Assign tasks to the foreign national so they know what is expected of them.  Once the items have been completed they no longer show up in the FNP as “To Do” items.  This helps to keep the foreign national on track and ensures that you have the info that you need in a timely manner.
  • Track the expiration dates of their many documents from passports, visas, cases, I-94, I797, EAD, Green Card, and anything else you could possibly want to track!  This will greatly help to reduce the emails that the foreign national will send to you asking for this information.
  • Upload documents in a secure manner!  Not only is it safer but it is faster.  Many email servers have limits on the size of the documents that can be sent and received.  If the foreign national is uploading documents directly into INSZoom then you don’t need to worry about the email getting bounced due to size limits.  This also saves you a lot of time because you don’t need to upload their documents from your email into INSZoom.
  • You are empowering your foreign national’s and they will feel more in control of their immigration process and aware of the status of their immigration case.  Moving to a new country, packing up their household goods, finding schools for their children, obtaining passports, visas, work permits, residence permits, taking language classes among a host of other things is very stressful and overwhelming.  This window into their immigration case might seem small but it goes a long way in reducing the stress to the foreign national.  They can easily see what is going on and that you have everything immigration related taken care of.

To get started using the FNP if you have not used it before is to review how you are using INSZoom.  Analyze the features that you are using and what information you would like to provide to your foreign national’s.  Then review the needs of your corporate clients and discuss this option with them.  You will need the support and approval of your corporate clients but if you think this would help you then by all means have a discussion with them.  You have access to this fantastic tool and you should use it.  If you do family law you will want to review the needs of your clients and if they will have access to the internet.

Once you have figured out what the needs of your clients are and how you want to use the FNP you will then want to customize it.  If you only want to grant access to view case status then you can simply hide all of the features or sections that you don’t want the foreign national to see.  Before you roll this out to your clients I recommend that you detail internally how you will grant access to the FNP, inform the foreign national and have hammered out all of your internal processes.  I then recommend creating a guide or cheat sheet for the foreign national’s.  Not everyone is tech savvy and having something drafted and available to send out will be helpful and much appreciated by your clients.

One important item I would like to mention before I close is that the FNP and the use of it will really help you if you competing in an RFP (Request for Proposal).  Every single RFP that I have ever seen from a corporate client had a lot of questions about security and access to a portal for their employees.  If you want to be able to compete in an RFP you will need to understand the FNP and how you are going to use it.

This is a screen shot of the Foreign National Portal that has information populated in it and all of the features available.  Remember, for items that you don’t use or don’t want the foreign national to be able to view, you can hide them.

Allow-Clients1(click image to enlarge)

If you would like more information on using the Foreign National Portal please reach out to me, Christen Gause, for more information.  I am happy to help and look forward to hearing from you.

Christen Gause, MBA

Manager, Business Development & SolutionsINSZoom.com, Inc. | christen.gause@inszoom.com

Main: 925 244-0600 Ext 285

date:  Dec 28, 2015 comments:  Comments Off on Allow Your Clients to Access Their Immigration with the Foreign National Portal
by:  Christen Gause category:  Customizing Your Case Management System to Improve Efficiency, How To, Money and time saving tips Read More
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