Will an alum donate?). Slate has been designed to host an unlimited number of materials – and have those materials associated with a person, application, school, and or gifts. Projects (comprised of tasks) allow for the creation and execution of tasks that aid in the completion of a business process directly in Slate. Batched exports are built in the query tool and involve the generation of flat files (fixed-width, delimited, XML, JSON, etc.) About Technolutions Slate Technolutions offers a customer relationship management (CRM) solutions built to manage social interactions and communications, test scores, and materials. Technolutions Slate offers the following functionalities: Drag and drop Builder; Forms Management; Self Service Portal; Marketing Automation; Analytics; Multi-Channel Communication; Learn more about Technolutions Slate features. These slots can be a part of a trip within Slate and allow for post-meeting report forms to be submitted and connected back directly to the person record. Reports may be emailed to parties on a scheduled basis. The powerful query builder uses drag-and-drop functionality that enables end users to learn and build queries without the need for IT assistance. Caseload & Record Management. In addition to the application evaluation process, simultaneous review process can occur in parallel – in the form of a Workflows. Appointments & Interviews. No matter your role, office, and institution, Slate’s unrivaled feature set will empower your users to achieve their unique objectives. Admission platform for higher education institutions that manages online applications, student records, organize events, trips and more. The layers update dynamically as users navigate the map, allowing for an easy visualization of effectiveness across a desired geography. Categories: Customer Relationship Management (CRM) Ever wish you could manage the entire review process in a one-stop-shop? Already integrating with a third-party vendor? Portals can inherit an institution’s branding or be built with branding specific to an individual portal as desired. You’ll feel as though you have an extra staff member handling the once manual day-to-day processes. For those who may be more comfortable reading SQL, Slate supports direct SQL access (ODBC/JDBC) to an institutions database along with unlimited service accounts for SFTP and web service integrations. Will an applicant enroll? With the ability to create, schedule, and invite attendees to events, Slate’s event management functionality consolidates and simplifies office processes into a single, straightforward system. Forms can exist on their own or be embedded within an institution’s web properties. Slate’s native texting features enable you to get set up and started with SMS quickly, but before you begin configuring your instance, let’s ensure that you understand the basics of texting within the system. PeopleGrove Announces Partnership with Slate - Helping Universities Demonstrate The Ways Community Engagement Drives Goals Across the Student Journey Control the message with mailings that can be triggered and tailored, ensuring the right message gets to the right person. Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … Utilizing business rules, custom data points can be set based on an individual record's type, giving history, level of engagement, involvement, and any other data point associated with a record. As a counselor, we don’t have a centralized tool to monitor this. Extensive documentation, guides, training videos, webinars, technical articles, and other relevant resources have been crafted and categorized within the Slate Knowledge Base. By overlaying census data from the American Community Survey (ACS), Voyager creates data visualizations for existing territories and explores areas with growth potential. Slate also provides email address deliverability and validation, allowing institutions to understand why particular messages may have bounced or skipped in transit. The exports can be scheduled to occur on a daily frequency (or more frequently, as desired) and can be run on-demand for those instances throughout the year where you may need to update the campus system more immediately after adding/changing a batch of decisions. We announce the feature update, then release the new environment in a side-by-side mode with real-time synchronization, where all existing resources remain in the old environment and the old environment remains the default to allow individual users to become comfortable with the new environment at their own pace. Our Predict feature allows organizations to apply machine learning principles to data to make predictions about outcomes (e.g. Automations can be created that route messages to specific users or role groups and both the inbound message and subsequent replies are automatically captured and associated with the record. Sam's background includes aiding in the implemention of Slate as an end-user at Colorado State University before working for Technolutions as a Senior Program Manager. Slate seems to spoil us in comparison to some other CRMs That-Must-Not-Be-Named, but it can also come with its own set of challenges. Extensive documentation, guides, training videos, webinars, technical articles, and other relevant resources have been crafted and categorized within the Slate Knowledge Base. These file transfers are employed for such integrations via SFTP or RESTful web services. ABOUT Technolutions Slate. Data and documents are automatically downloaded in a nightly process and are imported and available to staff upon arrival. Either way, the organizational branding elements will make it feel like it’s a native part of your website. Implement Technolutions Slate CRM for Admissions. Should a student register for an event or form without matching to a school, a task could be assigned to a staff member to either correct the school entry or add the new school to the Organizations dataset. Slate provides a direct and automated data and document integration with many providers including: The Common Application (Slate is the largest consumer of data and documents from The Common Application), The Coalition for Access, Affordability, and Success, Universal College Application, CAS applications such as AMCAS, CASPA, LSAC (ACES), PharmCAS, PTCAS, SOPHAS, and VMCAS, as well as QuestBridge and state application services. From initial mailing design and sending configurations to the unlimited segmentation potential, Slate’s ability to leverage all the underlining information within your database enables you to spend less time creating your message and more time executing your communications strategy. Detailed communication analytics are captured natively within Slate. This query tool is used throughout Slate – allowing for robust capabilities in all aspects of Slate’s functions. This data can store information such as prospect stages, ratings, evaluations, and other salient details related to a donor's potential to give. Population filters allow users to configure messages to send dynamically based on when individual records meet certain criteria. View Details. Institutions can import to an /incoming/ directory on our SFTP server, which we poll frequently (at least once every 15 minutes) and load any files matching a specified filename mask. Feedback can be submitted via the Feedback icon while logged into Slate.org. Within any campaign or email message dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called ‘Snippets’. 2623 verified user reviews and ratings of features, pros, cons, pricing, support and more. This capability to process gifts over VOIP occurs in a completely PCI compliant manner – storing only tokenized information about the donor’s payment method. Slate fully supports Google Analytics and other analytics platforms with JavaScript APIs for registering page views and conversion events. All Rights Reserved. Organizations can then define a target population. The decision about what elements to create and store can be individually defined by each institution - as it relates directly to an institution's unique process. Technolutions Slate is education management software solution built for colleges and universities. ), delivery reports can be generated that capture granular level information about the device, location, and other details that allow for enhanced tracking. We have been able to build and integrate every aspect of our office into one system. In addition to hosting the material itself, material metadata can also be captured and stored. With a community devoted to innovation, the Slate experience has to be seen to be believed. For example, an institution may wish to assign tasks to maintain the Organizations dataset. Additionally, applications may include rich media capabilities such as video essays, video interviewing, and digital portfolios. Slate institutions looking for qualified knowledge and expert guidance within the larger Slate community can use the Slate Certified directory as a resource. Many institutions transfer data bidirectionally between Slate, their SIS, and other databases as needed. It has the capability to assist in email and text message communication, reporting, event planning, and travel arrangement, as well as the ability to capture the activity and interaction of a student throughout their admissions life cycle. a defined population or selection of data points) and use built-in or custom data filters to define the desired outcome. Disclaimer: Student view highlights a demostration account. The Slate Reader centralizes all the materials necessary for the entire review process. Any code and value translations can be configured within Slate but outside of the query, so the query can be stable and immutable even when new entry terms, majors, and other code changes are introduced. Slate enables users to text students on a one-to-one level, straight from the person record, or send messages in mass via Deliver. Slate.org has made my life easier.”, “Gift and Engagement Officers at Illinois Wesleyan now have the ability—with Slate—to see where donor engagement is happening at one time, in real time, and from within a single system.”, Technolutions Drowning in documents? Slate has integrated successfully with a wide variety of software applications, including Banner, PeopleSoft, Colleague, Workday, Jenzabar, Blackbaud, Millennium, as well as business intelligence solutions, CMS solutions, and more. Using Slate has completely changed the way I think and the way our team thinks. Take a Deeper Dive. side remains stable year-over-year, too. Events and meetings are displayed on a map and details are easily accessible by a staff member. Users build queries which create custom layers on a map, allowing institutions to see where people live, organizations are located, and events have been held. 203-404-4835. This panel discussion features the points of view of members of the Slate and Slate.org communities who have used these platforms to foster stronger communication and outreach during the college admission process. 22 verified user reviews and ratings of features, pros, cons, pricing, support and more. Slate can handle multiple event registrations with a single form submission using our related events feature. Slate has allowed us to elevate our live content production for social, while also supporting the native functionality the social platforms provide. Manage relationships with prospects and applicate, automate and personalize communications, organize and host events, and facilitate application management and review, Engage students to increase retention and outcomes with case management, advising scheduling, AI chatbots, early alerts, and predictive modeling, Cultivate a community of support with alumni directories, giving pages, gift and opportunity management, events, communications, and prospect research. Query, Reporting, & Data Management. This tool allows for users to import physical and electronic documents via scanner or uploaded directly from a computer. It seems like every day Technolutions makes an update to Slate that either solves an existing problem or opens up a new avenue for innovation. Reports may be emailed to parties on a scheduled basis. Categories: Customer Relationship Management (CRM) Example reports have been created that can be copied and modified for each institution’s own business process. It’s the only solution purpose-built to fully handle the evolving needs of modern enrollment management, student success, and alumni/advancement. Product Features: Application Management The system will then construct a series of mathematical models based on this data. PDFs, videos, audio, etc.)." For exports to a campus system, we generally advocate for the use of batched exports, using delimited differential files, on a nightly overnight frequency, and to our SFTP server, where a school can then poll the /outgoing/ directory periodically to pull down and load any files. The associated user can be set either manually or through an automated process that evaluates the task assignee based on custom criteria such as staff assignment. Provide a hyper-personalized experience to each applicant by dynamically showing content or embed social media feeds. Supporting the Complete Lifecycle: All With One Powerful Tool. The applicant status portal is a standard structure that can be created and configured to communicate with applicants; manage application checklists, fees, and enrollment deposits; change mailing or email addresses; upload materials; register for events; complete additional forms; view decision and financial aid letters and correspondence; and receive additional information about programs. In addition to physical events, online events and webinars can be hosted directly within Slate. Changed in size, in location, in scope. Materials can be uploaded individually by a person through a self-service portal or by an administrative staff member directly from the person record. Leveraging the graphical query tool, any data point can be selected and formatted into a desired export type – including XML, JSON, JSONP – and a RESTful web service can be created to export on a regular basis. 203-404-4835. Add external iCal feeds into Slate events and scheduler. This data can then be used in queries, reports, and predictive modeling as a measure of engagement, areas of interest, and initial point of contact. Compare Ellucian CRM Advance vs Technolutions Slate. The Slate Reader works online or offline without plug-ins across all modern browsers and platforms, including PC, Mac, and the Apple iPad. Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop environment. Recurring gifts can be created on a monthly, quarterly, biannual, and annual basis. Registrants are empowered to sign-up, reschedule, or cancel their own registration in a completely self-service way. Data can be pulled from Slate or pushed to an external endpoint using web services. Or perhaps looking to send a series of messages to first-time donors? Managing and processing gifts has never been easier. Using the forms feature, the details of each interaction can be captured, stored, and mapped back directly to a donor’s record. We’ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout Slate. “From top to bottom, Slate has revolutionized the way we approach our work. These receipts can be automatically segmented and sent through any of Slate’s communication channels – including print, SMS, and email. "Slate InBox has been a game changer for our customer service efforts. Common events routinely created by institutions include campus tours, information sessions, admitted student days, homecoming weekends, alumni/donor receptions, and more. For example, rules can set field values, apply custom checklists, place records into populations, calculate values according to user-defined formulas, apply application statuses, assign staff to individual records, and so much more. Points of interest can be searched from directly within a trip map and then added as a stop on a trip. Graduate Faculty Guide to the Slate Reader 1 ... the new application review system powered by Slate, Technolutions. Models are leveraged to make an outcome prediction for each member of the target population based on the same data points defined in your historical data. Bespoke portals can be built that allow each institution to create their own day of giving, alumni directory, and donor history and management website that leverages the totality of data housed within Slate. Contact: info@slate.org. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. This allows for asynchronous changes to the data feed specifications. Encompassing CRM, outreach, travel management, online applications, and online reading, Slate is trusted by more than 850 colleges and universities. We construct multiple models using different, commonly used machine learning algorithms such as Decision Tree, Naive Bayesian, Linear Regression, etc. on a scheduled frequency. Technolutions’ Slate Summit is upon us and if it’s your first or fifth time going, it’s sure to be an event full of innovative ideas, excellent networking and many opportunities to take your institution’s instance to the next level. By submitting an idea, you will receive clear and transparent communication from Technolutions in regards to ideas and the roadmap for product development. We can quickly assign questions and get them answered, as well as document the interaction." Whether you’re looking to send messages to an individual person or to thousands of people, Slate’s Deliver module allows for incredible control over all components of the message. Use the form builder to make custom RFI forms, declaration of major forms, online giving forms, and more. "Slate is great at taking different types of required application materials (i.e. Apart from the standard giving fields, each institution can develop their own custom fields that allow for complete process customization. All data points and communications in Slate are available for reporting, including first source/contact with a person. You may determine which documents are viewable based on a reviewer’s role, as well as the order in which they are displayed. These campaigns can mix and match various channels of communications and a single campaign may combine email, text, and print messages. Our annual Slate Innovation Summit draws more than 3,000 attendees from over 99% of all Slate schools and covers best and emerging practices across admissions, advancement, and higher education. Contact reports can be created that allow gift officers to record interactions with donors and prospective donors. Those outcome predictions will be stored with each person record and can be accessed individually or in bulk as part of queries, exports, rules, etc. In addition to resources within the Knowledge Base, inline documentation is directly available within Slate and dynamically displays relevant articles. These records may then be segmented and placed within donor populations, allowing for automated and targeted communications. Ever wish you could make your own specialty website that can leverage your institutional data? We are more efficient, we communicate better with students, and we have a much richer and more complete picture of how applicants interact with our office.”, “Our office went from 100% paper to a 95% paperless eco-friendly and cost-saving admissions office. ", “Slate.org has provided me with a one-stop-shop to see and monitor my student applications, but it also allows me to see what documents are missing. Tune in to this demo to learn more about Slate.org features and functionality! Slate’s forms allow for the full use of conditional logic, allowing for the customization of entire sections, individual questions, and answer choices. Alumni/Advancement. Here is an overview of how Conduit compares to features & services in Technolutions Slate Share. All licenses to Slate include all features and functionality. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Not all webcasting & online engagement solutions are the same. Feel free to submit your feedback on anything from Slate's features and functionality—be they new features or enhancements or changes or fixes to existing tools—to documentation. If you are not constantly learning and improving while you are using Slate, you are not doing it right. Additionally, institutions can generate their own retention policies – used to delete or purge data in accordance with state or federal laws (such as FERPA), adherence to institutional retention policies, or simply for the batch deletion of data erroneously imported. "The product sells itself as evidenced by the lack of sales staff that Technolutions has. ", "With Slate, your imagination is your limit. For all of that excitement and opportunity, the Summit can actually be a fairly overwhelming experience (in a positive sense). Slate is trusted by more than 1,200 colleges and universities worldwide. Slate provides a great platform to easily access our creative assets and create consistently high-quality and engaging social content in real-time. With Slate portals, you can construct custom-built web pages that can access, manipulate, and otherwise customize content based on underlying Slate data. We analyze every process, every internal user experience, and every external user experience to make sure that we are optimizing every part. Portal templates are provided for alumni, coaches and athletic staff, school counselors, admitted applicants, and donors. © 2020 Technolutions. Documents can also be uploaded en masse through either a document import process or through Slate’s Batch Acquire tool. Consolidate Records is a powerful tool in Slate that identifies potential duplicate records and allows users to consolidate records easily. 157 Church Street, 22nd Floor, New Haven, CT 06510 Transactional messages associated with an event can be automatically triggered upon registration, waitlist registration, and hours before and after an event, just to name a few. Exports can be pushed out to our SFTP servers or to a remote SFTP server. Whether you’re emailing prospective students and alumni, managing an event, or customizing a person’s record, Slate’s there to make your life easier. Below are some FAQ's related to the Slate.org Feedback Forum: How do I benefit from submitting an idea? Looking to customize the confirmation page or the message someone receives when they submit a form? If desired, payments and gifts can be collected as part of the registration process. Using Slate’s automations and query capabilities, receipts can automatically be run, delivered, and tied back to the donor’s timeline. We are using it in unique ways to make it the one system that we use for everything, even for aspects of our office that are not prospective student-focused (such as tracking new hires and their training). Institutions may designate any number of decision letters, and an applicant can have a series of interim decisions that are released as they move towards a final Enroll decision. Admissions/Enrollment Management. Slate supports multiple application frameworks within a single database, allowing organizations to design a unique experience for various applicant groups and purposes. Create automated, sequential communications to target specific populations of records based on what you know about them. Reviewers can submit review forms – either sending the application file on to the next reviewer or back to a general reading pool – while providing ratings and overall comments on the applicant. All data points and communications in Slate are available for reporting, including first source/contact with a person. Enable real-time drip communications plans for print and digital. It comes with a rich set of tools and features that covers different aspects of the school's operations, such as admission, student portal, alumni portal, administration, counselor portal, events management, forms generation for various applications, and others. Collect data from many sources using Slate’s drag-and-drop form builder. Reviewing files on the campus system ( e.g., SIS, ERP, etc. changed size... Each institution ’ s the only solution purpose-built to fully handle the evolving needs of modern enrollment management student. Quickly assign questions and get them answered, as well as document the interaction. allow... Materials necessary for the department and modified for each institution ’ s a native of! Configure your organization ’ s functions education by fostering a stronger Relationship between school counselors and admissions.... A one-stop-shop its own set of challenges 's functionality and user-friendly interface give new meaning to.... Relevant articles points ( opens/clicks/bounces/opt outs/etc may have bounced or skipped in transit of a.... Skipped in transit essays, video interviewing, and can be linked to specific within... Of features, pros, cons, pricing, support and more vs. Great platform to easily access our creative assets and create consistently high-quality engaging. Aggregated together, with higher quality data taking precedence over lower quality data taking precedence over lower quality data reviewer! Process can occur in parallel – in the form builder to make predictions about outcomes ( e.g and. For qualified Knowledge and expert guidance within the Knowledge Base, inline documentation is directly available within.. Itself, material metadata can also come with its own set of historical data ( e.g such... Extra staff member of required application materials ( i.e tool to monitor this system will construct. Applications may include rich media capabilities such as SMS, and donors every action throughout database! How do I benefit from submitting an idea, you will receive clear and transparent communication from Technolutions regards... Aspect of our office into one system and dynamically display content throughout the application for population. The need for it assistance fields that allow for complete process customization alumni/advancement! Each applicant by dynamically showing content or embed social media feeds user to! To innovation, the organizational branding elements will make it feel like it ’ s Batch,... Designed to streamline admissions process for students and back office operations for the department is directly available within Slate dynamically... Supporting and promoting access to higher education by fostering a stronger Relationship between school counselors, admitted applicants and. Supports multiple application frameworks within a trip one-to-one level, straight from the person record Relationship (... Uploaded en masse through either a landing page or by accepting an RSVP request from a remote web service pushed. Be automatically segmented and sent through any of the registration process and can... Is aggregated together, with higher quality data taking precedence over lower quality data precedence., allowing for robust capabilities in all aspects of Slate is great at taking different types of required materials! Predictive modeling, and other databases as needed the behind-the-scenes logging that occurs throughout –. Slate Technolutions ( 'Slate ' ) has been a game changer for our customer service.. We ’ ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout –... Student success, and annual basis make predictions about outcomes ( e.g completely changed way..., has great customer support, and email added as a counselor, we don ’ t have a tool... Metadata can also be uploaded en masse through either a document import process or through ’... These include funnel reports, daily gift production, VSE, and geo maps software solution for... To easily access our creative assets and create consistently high-quality and engaging social content in.! Combine email, text, and more How Conduit compares to features, pros, cons pricing... By administrative users possible to access the Slate experience has to be seen to be seen to be seen be! Each applicant by dynamically showing content or embed social media feeds and.... Landing page or the message someone receives when they submit a form meetings. Based on what you know about them potential duplicate records and allows users to import and... A single database, allowing for robust capabilities in all aspects of Slate ’ s own process! System ( e.g., SIS, ERP, etc. embedded within an institution ’ communication! Created en masse through either a landing page or the message someone receives when they submit form... Completely self-service way it right, text, and alumni/advancement be copied and modified for each institution can their... Admitted applicants, and other important one-on-one events taking precedence over lower quality.! Conduit compares to features & services in Technolutions Slate a staff member Slate fully supports Analytics. ’ s branding or be embedded within an institution ’ s drag-and-drop form builder query builder to make predictions outcomes. Gift production, VSE, and digital portfolios Slate also provides email deliverability. And otherwise managed by administrative users then added as a counselor, we take a very approach!, audio, etc. ). by the lack of sales staff Technolutions. Parallel – in the air to consolidate records easily dynamically showing content or social., an institution ’ s records to display information that users need in a one-stop-shop create consistently high-quality engaging! That users need in a completely self-service way Slate experience has to be believed each population events and are. Trust Slate by Technolutions Presents: Apply to Alumni ( Slate.org ) Follow, material metadata can be... Review system powered by Slate, Technolutions the best plan of attack to taking this! Tool, Slate.org is committed to supporting and promoting access to higher education institutions that manages online applications student!, application generation and processing needs view highlights a demostration account ( i.e vs Technolutions Slate creating for!
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