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Implement Slate for:

• 🪪 Admissions

• 🎓 Student Success

• 🤝 Advancement

Implementation FAQ

What’s the implementation timeline for Slate?  

• The Slate implementation timeline depends on your institution's priorities, internal resources, and desired functionality.

• Slate is process-built: you can complete implementation in phases or by functional area.

• Go-live goals can be set for days, weeks, or months, depending on variables such as staff availability, training, and time allocation.

📖 Further reading: See How Long Does a Slate Implementation Take? for a detailed breakdown of the implementation timeline

Who are Slate Admins, and what do they do?

Slate Admins are the project leaders for your Slate implementation. They should be well-versed in your business processes and overall data needs. As a team, they will:

• Gather information from stakeholders

• Set goals for your team

• Complete implementation objectives

How long does it take to get Slate Certified?

• We recommend allocating 2-3 hours per day over several weeks for 40 hours to complete the Fundamentals coursework, including the exercises.

• We recommend you schedule working sessions with your colleagues during this period to exchange learning experiences.

📖 Further reading: Slate Certified

How do I add users to my Slate database and Clean Slate test environment?  

See User Accounts → Adding a User.

Will we be assigned an account or project manager?

• The Technolutions' Client Success Team functions as a cohesive unit to guide your team through implementation and long-term database management.

• Client success supports your team's use and maximization of resources while sharing best practices and establishing community connections.

What are Slate Preferred Partners?

• The Slate Preferred Partners program helps pair Slate institutions with resources and expertise for a wide range of budgets and needs.

• Institutions looking for supplemental Slate support and integration services can contact our Slate Preferred Partners directly to discuss their needs.

• Explore the Slate Preferred Partner directory in Database → Support Resources → Discover Slate → Preferred Partners.

• Your team continues to have full access to all Slate-provided resources regardless of your decision to engage with a Preferred Partner or other third-party vendors.  

How do we develop a project plan?

• Whether you adopt Slate for Admissions & Enrollment, Advancement, Student Success, or all three, there is a path-specific project checklist in the Knowledge Base for you.

• Organizations expand upon these step-by-step outlines to create more detailed project plans by adding go-live dates and team member assignments.

• See Community Conversations to learn more about registering for these support conversations to help with your project planning.

What resources are available to implement Slate?

• Find a list of comprehensive resources in Database → Discover Slate.

• Resources range from self-service documentation and webinar recordings in Knowledge Base to Slate peer- and staff-supported Community Conversations and Community Forums.

What are Community Conversations?

• Community Conversations are recurring live community discussions on various Slate strategies and topics.

• Tracks explore managing Admissions/Enrollment, Student Success, and Advancement in Slate.

• They provide the opportunity to learn and contribute to the broad knowledge of the Slate community, which includes Technolutions staff expertise and the experiences of your colleagues at other institutions.

How do we integrate Slate with our external systems?

• Slate integrates successfully with a wide variety of software applications, including student information systems, business intelligence solutions, and enterprise content management systems.

• See Importing & Exporting for more information.