Preparation : A successful Slate implementation starts with preparation. The substantial preparation phase involves three critical steps: identifying your Slate team, completing team training, and documenting your current processes. Your team, stakeholders, and database build will benefit from these three accomplishments during and beyond implementation.

Roadmap : With a team established, training complete, and your existing processes audited, your team then reviews the Slate Roadmap. The Roadmap contains the items you will implement during the next phase. Your team decides which items are necessary for go-live and which are not. Then, you create a project plan based on your customized version of the Roadmap.

Implementation : The implementation stage includes designing, building, and going live with your Slate database. Your trained core team meets regularly to discuss progress on action items, conduct testing, and evaluate functionality. This phase includes configuring the system to meet your institution's specific needs and requirements, such as setting up custom data fields, forms, workflows, and integrations with other systems. You will repeat this cycle as you launch Slate processes, add end-users, and enhance automation. 

Year One & Beyond : During year one and beyond, managing your team, timeline, and functional objectives continue as you go live with each new process in Slate. The scope of your Slate database's impact expands to other offices and business process enhancements. Year-over-year Slate management includes adjusting workflows, objects, and automations. Ongoing training and user support are crucial to effectively use the system. Engaging with the Slate community to share best practices and learn from other users and registering for the continuing education collection of courses in Learning Lab are also important during this phase.