Do you have a shared instance of Slate? Is it shared between undergraduate and graduate admissions? What about sharing with Student Success – could your current students benefit from the tools in Slate? Come to this session to learn from two institutions with different approaches on how to get started in your journey. We’ll outline the different motivations for sharing a single instance of Slate for Undergraduate and Graduate Admissions, as well as Student Success. Hear about the conversations that are needed before even beginning the work in Slate, recommendations on who should be on the implementation team, and the lessons learned along the way.

We’ll use a discussion of user access to help demonstrate how to approach decision making in a shared instance. Learn how populations, permissions, roles, and realms are used to customize display of data on dashboards, tabs, and workflows. These tools ensure that an admissions counselor doesn’t see a student’s early alert system and an academic advisor doesn’t see what was submitted on a final admissions review form.

Whether you are eager to be rid of your spreadsheets for student processing purposes, you don’t have a CRM for Student Success, or you have an existing system that is sunsetting and you’re migrating process to Slate, we’ll discuss the two approaches and how they vary on initial considerations, when and how to make compromises, and how to ensure that everyone is playing nicely in the same system.

 

Originally presented at Slate Summit 2024.

 

Your Presenters.Your Presenters.

  • Courtney Mumma Assistant Director of Student Success Implementations
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    Persona The Confident and Enthusiastic Thrill-seeker

    Courtney joined the Carnegie team last fall after working as a Client Support Engineer at Technolutions for two years. She enjoys the constant innovation and process development in the Student Success realm as every institution has the same end goal—retain students and promote a positive student experience—but the processes to accomplish that vary by institution. Courtney is motivated by the variety and challenge and is always up for talking about how to use Slate to help your current students.

    Courtney Mumma

    Courtney joined the Carnegie team last fall after working as a Client Support Engineer at Technolutions for two years. She enjoys the constant innovation and process development in the Student Success realm as every institution has the same end goal—retain students and promote a positive student experience—but the processes to accomplish that vary by institution. Courtney is motivated by the variety and challenge and is always up for talking about how to use Slate to help your current students.

  • Justin Pierce Slate Enrollment Implementation Strategists
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    Persona The Confident and Energetic Magician
    Justin Pierce

Watch the recording.