Creating a Centralized Student Success Solution for Penn GSE

In just six months, Penn GSE moved from no centralized note-taking to more than 200 advising notes securely stored in Slate. We expanded the delivered advising note entity to support user-aware visibility, allowing the Office of Student Success to control which notes can be submitted or viewed by specific staff. Collapsible note layouts improve readability and allow the team to quickly access the context they need.

With 40 unique programs housed within 4 divisions, Penn GSE needed forms and workflows that could route requests with precision. Post Captain built 15 flexible forms using custom datasets, entities, translation codes, and conditional logic to power critical processes like leave-of-absence requests, oral proposal hearings, and dual major approvals. Each request now moves through a clear, trackable path supported by custom reporting.

With the move to Slate, Penn GSE has dramatically streamlined its leave-of-absence process. What once took two to four weeks now typically takes just one to two, even with multiple offices involved. A custom workflow and dedicated reporting provide clear visibility into each request, making it easy to track progress and ensuring a more efficient, accountable approval process.

A single custom case management dataset allows faculty and staff to submit early alerts that can be reviewed individually or consolidated when reflecting a shared concern. A structured workflow supports escalation when needed, ensuring timely follow-up and proactive student engagement. With improved visibility and earlier intervention, the system supports stronger retention outcomes.