Integration of Slate/Technolutions
Phase I (setting the foundation):
- Admissions (Undergraduate and Graduate)
- University Communications and Marketing
- Campus Visits and Events
Project Delivery of Phase I:
- Slate Product
- Process Mapping
- Administrative planning and setup (strategy, guidelines, forms, etc.)
- Technical planning and setup (integrations, etc.)
- Transition planning and conversion
- Decommission of current CRM Radius
ROLES TEAM MEMBER Executive Sponsor Dean Kahler Sponsors Bobbi Gerry SEM Communication Manager Amber Crowley UCM/Campaign Management Adam Stoltz, Travis Dawson College of Graduate Students Jerry McMurtry, Polly Tohaneanu Enterprise Applications Brian Borchers, Perry Henry Server/Systems, Network Daniel Granja, Brian Jemes Security Mitch Parks Campus Events Angela Helmke Campus Visits Danae Nagle Office of the Registrar Lindsey Brown Admissions Processing and Recruitment Melissa Goodwin, Pete Lien, Mary Ellen Brewick Admissions Technical Support Steven Calvert, Rock Brown
Slate is a Customer Relationship Management (CRM) tool that allows you to store and manage prospective student information, like contact information, accounts and leads in one location and streamline the whole process — from initial point of contact and advertising through application and enrollment.
U of I uses the Slate CRM to manage data, interactions between recruitment and advising teams and their student populations, manage direct marketing campaigns and application processing, organize events, and run reports.
By streamlining the process for students and ensuring continuity of services as they are communicated with by various units across campus – from Strategic Enrollment Management (SEM) to University Communications and Marketing (UCM) to college advisors and faculty. Additionally, we are seeking further data analytics to provide trending and deeper insights into behaviors throughout the students and families decision process.
The Slate CRM fundamentally allow us to personalize and automate much of our communication with prospective students. As we look to expand communications across additional units, it will allow us to provide the same level of high-touch communication across the campus, ensuring the best customer service and experience possible.