Compare Ellucian CRM Advance vs Technolutions Slate. These records may then be segmented and placed within donor populations, allowing for automated and targeted communications. By overlaying census data from the American Community Survey (ACS), Voyager creates data visualizations for existing territories and explores areas with growth potential. Slate can handle multiple event registrations with a single form submission using our related events feature. Consolidate Records is a powerful tool in Slate that identifies potential duplicate records and allows users to consolidate records easily. We can poll a remote SFTP server, too, but to the point of SFTP server availability, since we can ensure that our servers remain highly available, the experience is usually most reliable when using our infrastructure. Managing and processing gifts has never been easier. We are using it in unique ways to make it the one system that we use for everything, even for aspects of our office that are not prospective student-focused (such as tracking new hires and their training). Portal to streamline admissions process for students and back office operations for the department. I have some ideas there. Reviewing files on the road or 35,000 feet in the air? The layers update dynamically as users navigate the map, allowing for an easy visualization of effectiveness across a desired geography. Population filters allow users to configure messages to send dynamically based on when individual records meet certain criteria. For those who may be more comfortable reading SQL, Slate supports direct SQL access (ODBC/JDBC) to an institutions database along with unlimited service accounts for SFTP and web service integrations. It provides a single, unified interface to CRM, outreach and communications, travel management, online applications, online reading, student success and retention, and alumni and donor engagement. Organizations can use query builder to define a set of historical data (e.g. If you are not constantly learning and improving while you are using Slate, you are not doing it right. Customize your donor outreach and engagement methods by leveraging the power of Portals. Forms can exist on their own or be embedded within an institution’s web properties. System performance and reliability dashboards within each database show real-time metrics about the health and performance of your individual instance of Slate including CPU usage, database requests, database disk queue, web server requests and response time, network status, Slate release version, any more. Compare Salesforce vs Technolutions Slate. Slate seems to spoil us in comparison to some other CRMs That-Must-Not-Be-Named, but it can also come with its own set of challenges. © 2020 Technolutions. Slate has been developed exclusively for higher ed and is the preeminent solution for recruiting students and donors, providing the best combination of qualified services, value for money, and experience. Technolutions Slate is education management software solution built for colleges and universities. Graduate Faculty Guide to the Slate Reader 1 ... the new application review system powered by Slate, Technolutions. Slate by Technolutions Visit Website . By submitting an idea, you will receive clear and transparent communication from Technolutions in regards to ideas and the roadmap for product development. Using Slate’s automations and query capabilities, receipts can automatically be run, delivered, and tied back to the donor’s timeline. Our Predict feature allows organizations to apply machine learning principles to data to make predictions about outcomes (e.g. Callers can pull from a list of donors and record the details of the conversation – including whether there is a need for a follow-up call. All Rights Reserved. Members of the broader Slate community can contribute feedback and suggestions to this forum, comment on and vote for ideas, and follow the ongoing evolution of Slate. It is not possible to access the Slate Web application without the use of TLS. Need to sync all your calendars? No matter your role, office, and institution, Slate’s unrivaled feature set will empower your users to achieve their unique objectives. Will an alum donate?). Additionally, applications may include rich media capabilities such as video essays, video interviewing, and digital portfolios. Data can be pulled from Slate or pushed to an external endpoint using web services. The venue, the Technolutions team, Slate, my job—everything. For all of that excitement and opportunity, the Summit can actually be a fairly overwhelming experience (in a positive sense). The associated user can be set either manually or through an automated process that evaluates the task assignee based on custom criteria such as staff assignment. Slate Technolutions ('Slate') has been adopted by UB offices to handle student recruitment, application generation and processing needs. This also ensures that the process on the campus system (e.g., SIS, ERP, etc.) The rules editor allows schools to build a wide range of business rules to automate and support business processes and operations. Using Slate’s self-service application tools, a customized and responsive application experience can be crafted by dynamically controlling the display of whole pages, questions, or individual answers within each question. Example reports have been created that can be copied and modified for each institution’s own business process. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of the modern student and donor lifecycle. It has the capability to assist in email and text message communication, reporting, event planning, and travel arrangement, as well as the ability to capture the activity and interaction of a student throughout their admissions life cycle. The powerful query builder uses drag-and-drop functionality that enables end users to learn and build queries without the need for IT assistance. In addition to physical events, online events and webinars can be hosted directly within Slate. ", "Slate.org's functionality and user-friendly interface give new meaning to transparency. Browning, 29, now works at DePaul University, which pays Technolutions a total of $110,000 annually to use Slate for both graduate and undergraduate admissions. Leveraging templates, recurring events can be created en masse without the need for additional configurations. Slate has developed a proprietary analytic service called Ping that enables the tracking of remote web access across institutional web properties outside of Slate and correlates browsing behavior with records. Tasks are user aware, display to the appropriate staff member, and can be linked to specific records within Slate. Slate's Scheduler functionality may be used to manage interviews, appointments, donor meetings, and other important one-on-one events. Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop environment. Tune in to this demo to learn more about Slate.org features and functionality! Powered by Technolutions, Slate is a higher education CRM platform that supports the complete student lifecycle from enrollment management, … Additionally, custom datapoints can be set on individual donor records, allowing institutions to keep track of a donor’s solicitation preferences, affinity groups, board involvements, moves management stages, and more. Slate.org: Where the Conversation Begins. Control the message with mailings that can be triggered and tailored, ensuring the right message gets to the right person. Contact reports can be created that allow gift officers to record interactions with donors and prospective donors. His focus at Slate included working as the Slate for Advancement Team Lead, and focusing on datasets, data integration, and all aspects of student outreach. Using our easy-to-use palette, fields can be added directly to a form and is updated in real time. Data and documents are automatically downloaded in a nightly process and are imported and available to staff upon arrival. Those outcome predictions will be stored with each person record and can be accessed individually or in bulk as part of queries, exports, rules, etc. With the ability to create, schedule, and invite attendees to events, Slate’s event management functionality consolidates and simplifies office processes into a single, straightforward system. These file transfers are employed for such integrations via SFTP or RESTful web services. Or perhaps looking to send a series of messages to first-time donors? Portals can inherit an institution’s branding or be built with branding specific to an individual portal as desired. In addition to the standard data points (opens/clicks/bounces/opt outs/etc. Not all webcasting & online engagement solutions are the same. Slate.org has made my life easier.”, “Gift and Engagement Officers at Illinois Wesleyan now have the ability—with Slate—to see where donor engagement is happening at one time, in real time, and from within a single system.”, Technolutions You may determine which documents are viewable based on a reviewer’s role, as well as the order in which they are displayed. Each reviewer has a queue where files are stored for reading and evaluation. Changed in size, in location, in scope. These landing pages can display events either on a calendar, map, or as part of a list. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Categories: Customer Relationship Management (CRM) Ever wish you could manage the entire review process in a one-stop-shop? Bespoke portals can be built that allow each institution to create their own day of giving, alumni directory, and donor history and management website that leverages the totality of data housed within Slate. Slate has allowed us to elevate our live content production for social, while also supporting the native functionality the social platforms provide. Additionally, institutions can generate their own retention policies – used to delete or purge data in accordance with state or federal laws (such as FERPA), adherence to institutional retention policies, or simply for the batch deletion of data erroneously imported. Technolutions’ Slate Summit is upon us and if it’s your first or fifth time going, it’s sure to be an event full of innovative ideas, excellent networking and many opportunities to take your institution’s instance to the next level. As a counselor, we don’t have a centralized tool to monitor this. Set it and forget it. Categories: Customer Relationship Management (CRM) Collect any supporting documentation, including school transcripts, test scores, activities, essays, resumes, employment history, recommendations, and counselor information. And with all of those changes, institutions are looking for the best plan of attack to taking on this incredible event. Extensive documentation, guides, training videos, webinars, technical articles, and other relevant resources have been crafted and categorized within the Slate Knowledge Base. Look no further! Contact: email@example.com. Either way, the organizational branding elements will make it feel like it’s a native part of your website. Transactional messages associated with an event can be automatically triggered upon registration, waitlist registration, and hours before and after an event, just to name a few. Pros: My favorite features of Slate are the user-friendly query-building functions, the ease of access through the web and app platform, and the communication abilities through Deliver and SMS Inbox. In addition to resources within the Knowledge Base, inline documentation is directly available within Slate and dynamically displays relevant articles. We construct the models using 80% of the historical data defined, and then test the predictive ability of those models on the remaining 20% of the data to produce an approximate accuracy of the model. Institutions can import to an /incoming/ directory on our SFTP server, which we poll frequently (at least once every 15 minutes) and load any files matching a specified filename mask. Simultaneous review process s communication channels – including print, SMS, print, or transcript.!: application management Disclaimer: student view highlights a demostration account, automate and personalize communications organize! 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