Slate is designed for rapid implementation: unlike traditional systems that require an extensive, front-loaded period of setup, Slate lets you activate features as you go and refine processes over time.

Implementation milestones

A structured approach can help track progress and ensure a smooth implementation. Here’s a sample timeline:

• Week 1: Launch the request-for-information form, begin historical data import by defining necessary institutional fields

• Weeks 2-4: Configure key workflows, set up automations, and start testing

• Months 2-3: Launch communications, refine review processes, and expand system capabilities

Phased activation

A Slate implementation is not all-or-nothing: features can be deployed as you go.

Some examples:

• Your request-for-information form can be live within the first few hours, so you can start collecting inquiries immediately.

• Importing historical data can begin within the first week as your team determines the institution-specific fields and field values to establish in Slate.

• Communications, automations, and review workflows can be configured and launched throughout the first few months based on your priorities.

Implementation is not a rigid, lengthy process. Some institutions move quickly and launch key workflows within the first few weeks, while others take a phased approach over the first few months, depending on their needs. The timeline is entirely up to your team’s priorities and resource availability.

Out-of-the-box features

Among other objects, your database comes with:

• Workflows

• Business automations

• A request-for-information form

Slate for Admissions model databases come with:

• A Slate-hosted application

• Decision codes

• An applicant status portal and more

Slate for Student Success databases include:

• Student advising calendar

• Early alert workflow

• Student dashboard, and more

Slate for Advancement databases include:

• Donor and Giving Day portals

• Giving forms

All of these features are fully functional and customizable from day one, giving you a faster go-live.