Transitioning from the legacy Reader got you spooked? Not to worry – we’re here to help. In this presentation, we’ll walk you through changing over to Workflows, one step at a time. You’ll soon see the ease with which you can make the switch, as well as the potential opportunities that Workflows can bring! Whether you’re fully revamping manual reading processes, imagining unique workflows beyond admissions, or just looking for the coolest new Workflow upgrades, we’ll shine a light on how fabulous Workflows can be, and how you can make the switch with no stress!

 

Originally presented at Slate Summit 2024.

 

Your Presenters.Your Presenters.

  • Nina Takács Slate Enrollment Implementation Strategists
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    Persona The Curious and Enthusiastic Emcee

    Nina Takacs is an energetic and passionate admissions, enrollment, and higher education expert with 5+ years managing Technolutions Slate CRM. Nina began her higher education career at the Cleveland Institute of Music in 2017 as an Admissions Counselor and was promoted to Assistant Director of Admissions in 2021. Nina consistently strives to streamline communication to ensure clarity to various stakeholders with a wide variety of technical skills. Nina is also highly skilled at developing and managing valuable internal and external relationships and is looking forward to applying this expertise as a Slate Enrollment Implementation Strategist at Carnegie.

    Nina Takács

    Nina Takacs is an energetic and passionate admissions, enrollment, and higher education expert with 5+ years managing Technolutions Slate CRM. Nina began her higher education career at the Cleveland Institute of Music in 2017 as an Admissions Counselor and was promoted to Assistant Director of Admissions in 2021. Nina consistently strives to streamline communication to ensure clarity to various stakeholders with a wide variety of technical skills. Nina is also highly skilled at developing and managing valuable internal and external relationships and is looking forward to applying this expertise as a Slate Enrollment Implementation Strategist at Carnegie.

  • Ryan Simpson Slate Implementation Strategist
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    Persona The Considerate and Clever Magician

    As a Slate Implementation Strategist for Carnegie, Ryan Simpson works with clients to get their Slate instance up and running using best practices and custom solutions for each institution. Ryan also utilizes consultations to create or update new processes in established instances. His dedication to collaborating and working with clients to understand their unique goals helps ensure strong campaigns.

    Ryan Simpson

    As a Slate Implementation Strategist for Carnegie, Ryan Simpson works with clients to get their Slate instance up and running using best practices and custom solutions for each institution. Ryan also utilizes consultations to create or update new processes in established instances. His dedication to collaborating and working with clients to understand their unique goals helps ensure strong campaigns.

Watch the recording.