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Introducing Slate, UNF’s New CRM

 

What is Slate?

Slate by Technolutions is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement.

 

As a system designed exclusively for higher education, Slate will be used to cultivate, track, and respond to prospect interest; deliver admissions decisions; enable students to complete enrollment requirements; and manage admissions events. Slate is replacing our current system, Ellucian Recruiter, which will be gradually phased out as additional functionality within Slate is implemented.

Features

  • Multiple channels of inbound and outbound communication
  • Dynamic marketing automations
  • Streamlined application review process
  • Robust event registration and management
  • Detailed analytics and compatibility with other analytics platforms
  • Custom-built webpages based on underlying Slate data

Scope: Graduate and Undergraduate admissions, including prospects, inquiries, applicants, and admits up to matriculation.

Implementation Management

The Slate implementation team includes members from Enrollment Services, the Graduate School, Information Technology Services, the Project Management Office, and Procurement. The team is actively working with campus stakeholders to understand and accommodate end users’ needs.

 

Project Sponsor: Dr. Terry Curran, Associate VP Enrollment Services

Implementation Plan

 

Phase 1 (Live January 5, 2021)

  • Admissions (Undergraduate and Graduate)
  • Data Migration from Recruiter to Slate
  • Prospect Inquiry Forms
  • Campus Visits
  • Events
  • Prospect and Inquiry Communication Campaigns
  • End-User Training

Phase 2 (Go-Live June 1, 2021)

  • Admissions (Undergraduate and Graduate)
  • Admissions Application
  • Application Referrals
  • Applicant Communications
  • End-User Training

Phase 3 (October 2021)

  • Student Orientation
  • Parent Orientation
  • Family Weekend Events
  • Complete Documentation of Slate Functional Processes

Phase 4 (January 2022)

  • Decommission of Recruiter
  • Creation of Additional Communication and Events
  • Assessment of Campus Stakeholders’ Needs
  • Slate Portal Features Investigation
  • Data/Reporting Procedural Guidelines Implementation

Slate Training

Slate training is coming soon!

If you have questions about Slate, upcoming training, or the project in general, email slate@unf.edu.

Latest Updates

March 31, 2021- Training sessions and materials on how to log in to the system and perform common tasks will be available beginning in May for campus users, including faculty who review graduate applications. We will also cover this information through videos on our YouTube channel and myWings.