Phase IV: Year One & Beyond

Slate Implementation Phases


Year-One in Slate

Your first year in Slate is pivotal. It starts once implementation is complete and you've transitioned operations from your legacy system into Slate.

Year-One projects include:

  • Monitoring database activity to ensure newly implemented functionality is working as expected
  • Improving troubleshooting skills by addressing any issues that arise.
  • Reaching out to the Slate community to find support when you need it and share your own experiences.
  • Refining core processes, adding depth and specificity to support specific asks from different departments.
  • Growing your Slate team and training new users.
  • Managing user access with permissions.
  • Continuing to meet with your Slate steering committee.
  • Developing reports in Slate.
  • Evaluating distinct operations to find any inefficiencies that could be improved using Slate functionality.
  • Dreaming big! What more can you do with Slate?


Slate Stewardship

Once you've completed one full admission cycle in Slate, you are fully in the stewardship phase. Take a breath! From here, the work continues.


You can expect growth and evolution of Slate usage across your campus over time. Effective governance is imperative to ensure proper maintenance and expansion of Slate beyond the initial implementation.

Your Slate team is equipped to provide operational support and serve as responsible stewards of governance. Effective governance boosts stakeholder confidence, fortifies resilience in the face of challenges. It is the force that drives peak-performing institutions.

Establishing a governance process is a gradual and collaborative effort. It begins by forming your Slate Team. Through effective communication and collaboration, your Slate team will ensure the success of your institution's governance journey.

Your Slate Team

Your Slate team will assist in:

  1. Cycle Prep: Cycle Prep is the process by which Slate administrators update Slate in preparation for the upcoming admissions cycle. In addition to ensuring that items such as applications, status pages, forms, and mailings are updated for the new application period, Cycle Prep serves as a time to audit your Slate database, identify opportunities for change, and discover new Slate tools.
  2. Stewardship: Cycle Prep is vital to stewardship in Slate because it enables institutions to maintain data integrity and make data-driven decisions.
  3. Governance: Cycle Prep also allows your institution to maintain compliance with policies and procedures.
  4. Management: Cycle Prep also streamlines your workflows and optimize your use of Slate tools by reviewing processes and identifying areas that can be enhanced.
  5. Priorities: Establish priorities as Slate becomes a vital component of your enterprise infrastructure.
  6. Guidance: Provide guidance and direction to ensure all stakeholders are aligned toward common goals.
  7. Procedures: Develop comprehensive procedures for system management, crisis response, and growth. Ensure secure and compliant data management practices are in place.


Internal Training

As your institution transitions to Slate, various departments and teams throughout your institution will begin to rely on Slate for their day-to-day operations. Ensure a successful transition by prioritizing training for all users.

Document your training processes and conduct end-user training sessions to ensure all users understand the new system, its capabilities, and how to use it.

Learning Lab

In addition to the Fundamentals of Slate courses, Continuing Education courses are available in Learning Lab that dive deeper into functional areas, such as:

  • Communications
  • Queries and reports
  • Permissions
  • Portals, and more

Access to the Slate Learning Lab is available to all Slate users. Encouraging team members to register for relevant courses benefits them personally and leads to more efficient and effective use of the system, which ultimately benefits the institution as a whole. Investing in comprehensive training and using all available resources helps your institution fully leverage the power of Slate and improve productivity across all departments.

Support Resources

Technolutions offers a comprehensive array of educational and support resources for its users to enhance their use of Slate. These resources can be accessed on the Discover Slate page. With these powerful tools at your disposal, you can be confident in your ability to tackle any task and achieve success!

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