Slate Implementation
OCC is now using Slate CRM
Slate is a comprehensive CRM designed for higher education, offering robust tools for admissions and enrollment. Its application management feature streamlines the entire admissions process with customizable online applications, automated decision workflows, and seamless document management. Institutions can efficiently track applicant progress, manage reviews, and communicate with prospective students—all within a single platform. Additionally, Slate integrates recruitment, event management, and reporting functionalities, enhancing engagement and efficiency. With strong data security and compliance features, it enables institutions to optimize recruitment, application processing, and retention strategies. This transition aligns with OCC’s goal to be the leading student-focused community driven college, offering transformative and equitable access to higher education for our diverse student body.
Why Slate?
Transitioning to Slate provides a centralized and integrated platform for managing admissions and communications, streamlining processes and improving data integrity. Its advanced automation, robust analytics, and seamless integrations enhance efficiency, personalization, and decision-making. With a user-friendly interface and GDPR-compliant security features, Slate ensures a scalable and cost-effective solution for enrollment management.
The goals and benefits of transitioning:
✓ Centralized CRM integrating admissions, communications and event scheduling in one platform.
✓ Advanced automation for application workflows, email marketing, and event management.
✓ Robust data analytics, customizable reporting, and GDPR-compliant security features.
✓ Seamless integrations with SIS, test score providers, and payment processors.
✓ User-friendly interface with drag-and-drop customization and low-code solutions.
Slate Implementation Timeline
August 2024
- ✓ Implementation Partner Carnegie onboarded
- ✓ Planning for Project and Pre‑Work
- ✓ Business Process Discovery Sessions for admissions
September 2024
- ✓ Implementation Begins
October 2024
- ✓ Implementation Continues
- ✓ System Configuration, Integration, and Testing
Nov-Dec 2025
- ✓ Final Testing and integration
- ✓ Post‑Implementation Support
Workforce Application
March-April 2025
- ✓ Implementation Partner RNL onboarded
- ✓ Planning for Project and Pre‑Work
- ✓ Business Process Discovery Sessions for admissions
May-Aug 2025
- ✓ Completion of Workforce Workflow in Slate
- ✓ Payment processor connected
- ✓ Communication flow established, training provided.