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Slate Knowledge Base
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  1. Slate Knowledge Base
  2. Advancement
  3. Getting Started

Getting Started

Articles

  • Guiding Principles of Implementation
  • Assembling the Core Slate Team
  • Advancement Support Resources
  • Step 1: Initial Data and Process Audit
  • Step 2: Populate Advancement Core Datasets
  • Step 3: Build the Record and Process Architecture
  • Step 4: Populate Advancement Secondary Data
  • Step 5: Establish Relationships
  • Step 6: Import Giving Elements
  • Step 7: Layer on Automations and Reports
  • Considerations for Advancement and Admissions in the Same Database
  • Advancement Implementation Checklist
  • Slate Implementation FAQs

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