Onboarding Slate provides an opportunity to reconsider the full stack of advancement business processes. Slate is process-built, empowering organizations to customize every step of their operations. Approaching the implementation with a creative min...

Slate follows a "train-the-trainer" implementation model. Core team members from the institution (the Slate Administrators) attend the Fundamentals of Slate online training and oversee the project. The Slate Admins take active responsibility for ...

Slate provides various ways to navigate through the user experience, including the omni-search feature, the user profile, and the Slate navigation bar available on most pages. Icons appear on the Slate navigation bar to access the main components of...

Technolutions offers a comprehensive array of educational and support resources for its users to enhance their use of Slate: Learning Lab Learning Lab is a learning management system that offers interactive, specialized, and comprehensive onli...

The first step in transitioning from a legacy system to Slate is to do an audit of current data and process needs. Only after there is an understanding of what exists and what is fundamentally important to the needs of the office can an institution ...

Advancement databases are segmented into three primary datasets: Persons Companies and Foundations Funds Before becoming operational, these datasets will need to be populated with data from a legacy system. Slate's  Upload Dataset tool ...

With the initial import complete, the process to customize the look and feel of record pages can commence.  Designing the Records Custom tabs can be created to house custom fields for persons, companies and foundations, and funds. These tabs a...

With the core data elements in place—as well as the general architecture of the record—additional qualitative data can be imported.  Leveraging the custom unique ID field imported in Step 2, these additional data points can match directly to existi...

Relationships can exist that span the primary advancement datasets. For example, a person may be related to another person - but they may also be related to a donor-advised fund that lives within the  Companies and Foundations dataset.  As a criti...

With the core elements of people, companies and foundations, and funds established, institutions can start to bring in elements associated with the giving process.  Just like importing and populating the core record components of Slate, a batched a...

Only after all of the record, gift, and qualitative data has been imported can institutions start to meaningfully layer on automations and start constructing reports. For these elements, school's should leverage configurable join bases .  Examples...

The following checklist outlines a broad path for advancement and alumni offices moving toward full implementation. This list is intended as a general guide, and the exact parameters and project path an institution follows will be determined primari...

This article covers the configuration of the Slate Homepage to display reports, static content, and permissions.  Overview The Slate Homepage includes two sections. The top portion of the page displays information on the Slate community. This incl...

The Omni Search provides a partial word search across multiple database sections, including records, datasets, queries, forms, and imports. Customizing the searchable items appearing in your database's Omni Search tool can provide improved efficienc...

Using Slate for both admissions and advancement processes offers a considerable advantage for institutions to access all data associated with the complete lifecycle of a person affiliated with their school.  For example, advancement offices can imm...

Views enable customizing the data display on different tables throughout the database, such as gift information on a giving tab or the list of queries in the query tool. These views can be customized where the Customizing Views icon appears:    ...

Summary Demonstration of Advancement. Video Topics

Slate for Advancement: Cultivating Lifelong Engagement This special online panel features members of the Slate community who are leveraging Slate to foster strong engagement and cultivation for their donors and alumni. Panelists represent instituti...