Inclusive & Unlimited

Our Feature Set

Slate provides a powerful solution for reaching out to, engaging and retaining enrolled students. Our single solution includes an unlimited and unrivaled feature set, providing the best combination of services, value for money, and experience.

Caseload & Record Management

Slate provides nuanced permissions allowing schools to control and tailor each part of the process to the appropriate staff as the student moves through their lifecycle. Student information is stored and displayed on the person record and custom fields store data such as emotional score or risk level.

Communications & Outreach

Slate’s Deliver feature offers a rich set of communications capabilities including automated personalized options, email open and click tracking, delivery analytics, and SMS messaging, all fully integrated with the person record. Create automated, sequential communications to target specific populations of records.

Reporting & Predictions

All data points and communications in Slate are available for reporting and are run in real-time. Predict applies machine learning principles to data to make predictions about outcomes (e.g. likelihood a student will return next semester, how will an out-of-state student perform in their first year, etc.).

Slate allows for the consolidation of multiple systems into a single environment that encompasses the wide range and functions of a modern student success office all from within a centralized platform. With unlimited data and document storage, users, and communications, Slate affords student success offices with the unique opportunity to centralize and manage the full range of the student lifecycle management from outreach and engagement to retention.

The benefits that result from each individual feature within Slate are compounded when aggregated into a wholly integrated system. Internal efficiencies created through the automation of previously manual processes allow institutions to focus on building relationships with their students resulting in an increase in retention and outcomes.

Take a Deeper Dive

Slate's robust features and functionality help manage student success and post-enrollment processes to increase engagement and retention. Many organizations use Slate in their student affairs offices, career service centers, and human resources departments.

Caseload & Record Management

Projects can be managed in Slate by creating, executing, and completing tasks. Caseload tasks are user-aware, may be displayed to the appropriate staff member, and can be linked to specific records. The associated user can be set either manually or assigned automatically based on custom criteria. Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail. For example, an institution may wish to assign tasks to reach out to “at-risk” students. Slate provides nuanced permissions allowing schools to control and tailor each part of the process to the appropriate staff as the student moves through their lifecycle.
Student information is stored and displayed on the person record. This includes status, biographical and contact information, a timeline of interactions, events attended, tags and alert flags, involvements, and much more. Custom fields may be created to store data points necessary for student advising, such as emotional score or risk level. Data can be uploaded and updated for records individually or in batch. Changes are tracked and visible on the student’s timeline or by query.

The Reader centralizes all the materials necessary for the entire case management process. Control 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. The workflow capabilities are highly customizable and automatable, enabling the Reader to model all ways of reading, evaluating, and routing cases. iPad and Android apps allow remote access to Slate and the Reader.

Communications & Outreach

Slate’s Deliver feature offers a rich set of communications capabilities including automated personalized options, email open and click tracking, delivery analytics, and SMS messaging, all fully integrated with the person record. Create automated, sequential communications to target specific populations of records.

Watch flags and tags may be customized and used as alerts on person records, are searchable in queries, and may be exported to reports. Assigned tasks can be created based on watch flags and tags, triggering action or intervention from staff members.

Appointments & Interviews

The scheduler functionality may be used to manage advising appointments, live video appointments, interviews, and other important one-on-one events with students. Users may create templates to manage the registration, communication, and details of individual meetings. Report forms may be attached to the individual meeting for easy reporting. Students can sign up for individual slots through a landing page or by accepting an RSVP request from a staff member.

Query, Reporting, & Data Management

The query builder is the universal tool used in Slate for retrieving data. Using drag-and-drop functionality, this powerful tool makes it easy for the end user to learn, build, and maintain queries without the need for IT assistance.

Many Slate features directly support student retention and graduation. For example, current student data may be imported to Slate and associated with their original application records. All data points and communications in Slate are available for reporting. Bidirectional data integrations allow for consistent longitudinal reporting, 4-year graduate rates, 6-year graduate rates, and more. The report builder enables real-time, year-to-year, and crosstab reports containing data tables, charts, geo maps, and scattergrams. Reports also run in real-time, enabling changes on a record to be reflected immediately the next time it is run. Reports may be emailed to parties on a scheduled basis or rendered on-demand.

Data Visualization & Analytics

Predict applies machine learning principles to data to make predictions about outcomes (e.g. likelihood a student will return next semester, how will an out-of-state student perform in their first year, etc.). Schools can use the query builder to define a set of historical data (a defined population and a selection of data points) and use built-in or custom data filters to define the desired outcome. Predict will then construct a series of mathematical models based on this data. Multiple models are constructed using different commonly used machine learning algorithms.

Ping can provide critical insight to a student’s web traffic behavior and lead to intervention steps. Ping records user-specific web traffic and associates the history with Slate records. By adding a snippet of code to any part of your institution’s website or LMS, you can track visits on that site and match them to person records in Slate.

Integrations

Slate integrates with all major SIS, LMS, and ERP solutions including Banner, PeopleSoft, Colleague, Workday, Jenzabar, Blackboard, Moodle, Canvas, and more. Real-time web services and data feeds ensure that student records are always up to date. Slate can consolidate course schedules, GPA, class standing, major, residence hall information, and any other data points from campus systems in a single environment, so your student profiles in Slate will always be cohesive and complete.