These files can be delimited, fixed width, XML, etc., and we typically recommend that delimited files with column headers be used, since you can add/remove columns at any time without breaking the import process within Slate. Organizations can use query builder to define a set of historical data (e.g. Slate is trusted by more than 1,200 colleges and universities worldwide. This query tool is used throughout Slate – allowing for robust capabilities in all aspects of Slate’s functions. 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. In addition to the standard data points (opens/clicks/bounces/opt outs/etc. If desired, payments and gifts can be collected as part of the registration process. The Slate Reader works online or offline without plug-ins across all modern browsers and platforms, including PC, Mac, and the Apple iPad. Manage relationships with prospects and applicate, automate and personalize communications, organize and host ... Student Success/Retention. Slate Technolutions ('Slate') has been adopted by UB offices to handle student recruitment, application generation and processing needs. Slate by Technolutions Presents: Apply to Alumni (Slate.org) Follow. 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. Many institutions transfer data bidirectionally between Slate, their SIS, and other databases as needed. 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. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. His focus at Slate included working as the Slate for Advancement Team Lead, and focusing on datasets, data integration, and all aspects of student outreach. 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. You’ll feel as though you have an extra staff member handling the once manual day-to-day processes. 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. For example, an institution may wish to assign tasks to maintain the Organizations dataset. Slate can handle multiple event registrations with a single form submission using our related events feature. I have some ideas there. 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. Portal to streamline admissions process for students and back office operations for the department. 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. The venue, the Technolutions team, Slate, my job—everything. 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. We can easily and securely upload materials and track applications in the process. Allow prospectives to reserve and cancel campus tours and open house attendance. Projects (comprised of tasks) allow for the creation and execution of tasks that aid in the completion of a business process directly in Slate. You may determine which documents are viewable based on a reviewer’s role, as well as the order in which they are displayed. Compare Ellucian CRM Advance vs Technolutions Slate. By overlaying census data from the American Community Survey (ACS), Voyager creates data visualizations for existing territories and explores areas with growth potential. It provides a single, unified interface to CRM, outreach and communications, travel management, online applications, online reading, student success and retention, and alumni and donor engagement. Technolutions 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. It is very intuitive, has great customer support, and a vibrant user community." 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. Query, Reporting, & Data Management. 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. Looking to customize the confirmation page or the message someone receives when they submit a form? Caseload & Record Management. Slate's Scheduler functionality may be used to manage interviews, appointments, donor meetings, and other important one-on-one events. 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. Need to sync all your calendars? Ever wish you could make your own specialty website that can leverage your institutional data? Using the forms feature, the details of each interaction can be captured, stored, and mapped back directly to a donor’s record. "Slate has a very clear user interface and it's easy to learn how to use, whether you have experience building forms and queries or not." Description Slate is a comprehensive CRM designed and developed exclusively for higher education, Slate is the only solution that can handle the breadth and depth of modern admissions and advancement. 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. These communications can be crafted to send through any of the multi-channel methods allowed within Slate such as SMS, print, or email. Contact: info@slate.org. 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. If you are not constantly learning and improving while you are using Slate, you are not doing it right. Using Slate’s self-service application tools, a customized and responsive application experience can be crafted by dynamically controlling the display of whole pages, questions, or individual answers within each question. ", "With Slate, your imagination is your limit. This capability to process gifts over VOIP occurs in a completely PCI compliant manner – storing only tokenized information about the donor’s payment method. Implement Technolutions Slate CRM for Admissions. 22 verified user reviews and ratings of features, pros, cons, pricing, support and more. Slate has been designed to host an unlimited number of materials – and have those materials associated with a person, application, school, and or gifts. Any data point throughout all of Slate is easily accessible with just a few clicks. Users can easily add institutional calendars, staff calendars and more directly into Slate including any free/busy information allowing for a single view to rule them all. Undergraduate, graduate, certificate, non-degree, non-traditional, financial aid and scholarship applications can all be managed in Slate. About Technolutions Slate Technolutions offers a customer relationship management (CRM) solutions built to manage social interactions and communications, test scores, and materials. "Slate InBox has been a game changer for our customer service efforts. For those looking to embark on a visual data journey, Voyager is a powerful data visualization tool that allows users to plot and view data spatially. Common events routinely created by institutions include campus tours, information sessions, admitted student days, homecoming weekends, alumni/donor receptions, and more. Here is an overview of how Conduit compares to features & services in Technolutions Slate Share. In addition to hosting the material itself, material metadata can also be captured and stored. As a free tool, Slate.org is creating space for both of sides of the desk to deepen our relationships. 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. When matched, all data is aggregated together, with higher quality data taking precedence over lower quality data. Add external iCal feeds into Slate events and scheduler. menu. It’s the only solution purpose-built to fully handle the evolving needs of modern enrollment management, student success, and alumni/advancement. 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. Will an applicant enroll? Materials can be uploaded individually by a person through a self-service portal or by an administrative staff member directly from the person record. This allows for asynchronous changes to the data feed specifications. Within any campaign or email message dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called ‘Snippets’. 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. Admission platform for higher education institutions that manages online applications, student records, organize events, trips and more. Certification Exam Individuals must complete an annual assessment that covers a wide range of Slate topics including features, functionality, best practices, troubleshooting, problem-solving, and more. Using Slate has completely changed the way I think and the way our team thinks. The Slate Innovation Summit has changed, too. These landing pages can display events either on a calendar, map, or as part of a list. Compare Salesforce vs Technolutions Slate. side remains stable year-over-year, too. From within Batch Acquire, documents can then be manipulated and assigned to an individual’s record. In addition to seeing when our students apply, member colleges and universities answer the "has my student taken the right steps to make sure their application is complete" question by providing us with the same checklist of materials seen on student portals. In addition to resources within the Knowledge Base, inline documentation is directly available within Slate and dynamically displays relevant articles. Feedback can be submitted via the Feedback icon while logged into Slate.org. Create automated, sequential communications to target specific populations of records based on what you know about them. Each reviewer has a queue where files are stored for reading and evaluation. 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. The files are routed into our Upload Dataset tool, where the format can be predefined to handle all value and code translations, ensuring that the year-over-year changes to accommodate new fields or values is straightforward and can be handled by non-technical end users. Browning, 29, now works at DePaul University, which pays Technolutions a total of $110,000 annually to use Slate for both graduate and undergraduate admissions. The layers update dynamically as users navigate the map, allowing for an easy visualization of effectiveness across a desired geography. We can quickly assign questions and get them answered, as well as document the interaction." Exports can be pushed out to our SFTP servers or to a remote SFTP server. Collect any supporting documentation, including school transcripts, test scores, activities, essays, resumes, employment history, recommendations, and counselor information. Use the form builder to make custom RFI forms, declaration of major forms, online giving forms, and more. These exports can be cumulative, incremental, or differential. Additionally, applications may include rich media capabilities such as video essays, video interviewing, and digital portfolios. Over 1,200 colleges and universities trust Slate by Technolutions to manage their student lifecycle and application management needs. Once decisions are ultimately released, applicants are instructed visit their applicant status portal in order to authenticate themselves prior to viewing their decision letter. “From top to bottom, Slate has revolutionized the way we approach our work. © 2020 Technolutions. Designed to put your mind at ease, the decision release process follows a step -by-step safeguard system to ensure proper assignation and delivery of decisions and decision letters. Example reports have been created that can be copied and modified for each institution’s own business process. We can poll a remote SFTP server, too, but to the point of SFTP server availability, since we can ensure that our servers remain highly available, the experience is usually most reliable when using our infrastructure. Slate by Technolutions Visit Website . 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. We construct multiple models using different, commonly used machine learning algorithms such as Decision Tree, Naive Bayesian, Linear Regression, etc. Documents can also be uploaded en masse through either a document import process or through Slate’s Batch Acquire tool. Data Visualization & Analytics. Read our product descriptions to find pricing and features info. These campaigns can mix and match various channels of communications and a single campaign may combine email, text, and print messages. Templates can be created to manage the registration, communication, and details of individual meetings. Slate has developed a proprietary analytic service called Ping that enables the tracking of remote web access across institutional web properties outside of Slate and correlates browsing behavior with records. Provide a hyper-personalized experience to each applicant by dynamically showing content or embed social media feeds. Gifts can be added individually on a donor’s record, imported en masse using the Upload Dataset tool or entered directly by a donor, either through an online giving form, as part of an event registration, or through a donor’s custom gift management portal. The Slate Reader centralizes all the materials necessary for the entire review process. 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. This also ensures that the process on the campus system (e.g., SIS, ERP, etc.) Registrants are empowered to sign-up, reschedule, or cancel their own registration in a completely self-service way. The system will then construct a series of mathematical models based on this data. All Rights Reserved. These file transfers are employed for such integrations via SFTP or RESTful web services. Customize your donor outreach and engagement methods by leveraging the power of Portals. Slate’s Inbox allows organizations to manage multiple office email accounts and incoming text messages. With a community devoted to innovation, the Slate experience has to be seen to be believed. Forms can exist on their own or be embedded within an institution’s web properties. Slate enables users to text students on a one-to-one level, straight from the person record, or send messages in mass via Deliver. Portals can inherit an institution’s branding or be built with branding specific to an individual portal as desired. Slate fully supports Google Analytics and other analytics platforms with JavaScript APIs for registering page views and conversion events. Ever wish you could manage the entire review process in a one-stop-shop? Data and documents are automatically downloaded in a nightly process and are imported and available to staff upon arrival. Slate offers more than three dozen sets of criteria immediately upon provisioning. QR codes and location-aware links can be embedded within event reminder messages for registrants to either check themselves in once they’re within 2km of the event or allow staff to scan their codes, automatically marking them as attended. Data can be pulled from Slate or pushed to an external endpoint using web services. We analyze every process, every internal user experience, and every external user experience to make sure that we are optimizing every part. With Slate portals, you can construct custom-built web pages that can access, manipulate, and otherwise customize content based on underlying Slate data. Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail. Either way, the organizational branding elements will make it feel like it’s a native part of your website. "Slate is great at taking different types of required application materials (i.e. By submitting an idea, you will receive clear and transparent communication from Technolutions in regards to ideas and the roadmap for product development. Already integrating with a third-party vendor? Points of interest can be searched from directly within a trip map and then added as a stop on a trip. Encompassing CRM, outreach, travel management, online applications, and online reading, Slate is trusted by more than 850 colleges and universities. All Rights Reserved. All data points and communications in Slate are available for reporting, including first source/contact with a person. Criteria are split into categories: high confidence – for automatic matches (e.g., first + last + DOB and first + last + email) -- and lower confidence matches that require review from staff members before the records are consolidated. Events and meetings are displayed on a map and details are easily accessible by a staff member. We have been able to build and integrate every aspect of our office into one system. For all of that excitement and opportunity, the Summit can actually be a fairly overwhelming experience (in a positive sense). Technolutions ( 'Slate ' ) has been adopted by UB offices to handle student recruitment application... 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