Implementations

Get Set for Success in Slate

We don’t just implement Slate for you—we build it with you. By working collaboratively with us every step of the way, your team will gain hands-on experience and truly understand your setup.

Learn Along the Way

We roll out new functionality in manageable phases, helping your team build confidence as we build out custom solutions.

Simplify Your Tech Stack

By consolidating CRMs, email tools, and event platforms into Slate, we help you streamline all systems.

Reduce Overhead & Overload

We’ll help your team reduce their dependence on third-party vendors, saving you time, money, and unnecessary complexity.

Learn Along the Way

We roll out new functionality in manageable phases, helping your team build confidence as we build out custom solutions.

Simplify Your Tech Stack

By consolidating CRMs, email tools, and event platforms into Slate, we help you streamline all systems.

Reduce Overhead & Overload

We’ll help your team reduce their dependence on third-party vendors, saving you time, money, and unnecessary complexity.

HOW IT ALL WORKS

Implementations at a Glance

Our phased approach gives your team a chance to learn Slate as it takes shape.

1

Discovery

We start by diving into your current tools and processes, identifying what’s working and what needs to change.

2

Creation

Next, we’ll work together to create a system and strategy based on Slate best practices and your institution’s unique needs.

3

Migration

From configuration to data migration, we handle the heavy lifting with regular feedback loops.

4

Testing

We rigorously test the system to ensure everything functions as expected, addressing any issues before launch.

5

Training

We provide training and ongoing support, ensuring your team feels ready—not rushed.

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Your Slate Journey Starts Here

Schedule an intro call with a team that truly understands your work.