1. Slate Elizabeth M. Salisbury
Good morning, my name is Elizabeth Salisbury

2. overview tools timeline highlights Ongoing Conversations
Monthly Slate Seminars
user input
Going to spend the next 15 minutes sharing the New Admissions System, Slate
I will Briefly discuss the 5 Major Tools/processes within the system
Then Provide a Timeline of “Year 1” of the Implementation
I will Highlight some of the major milestones reached by the implementation team to date
I’ll Share Upcoming Monthly Slate Seminars
And then Finally I will discuss the Importance of your feedback up to this point and as we move forward with the remaining parts of the implementation

3. Tools Application Reader & Decisions Queries & Reports
Unique to Applicant and Department
Reader & Decisions
Status of Applicant, Department, OGPE, OISS, ELI
Queries & Reports
Stage of Applicant
Management (CRM)
Analytics from Prospecting to Matriculation
CRM: Deliver
Send/Track Communications with Prospecting Lists
CRM: events
Send/Track Communications about Recruitment Events & Trips to Track Effectiveness
As I mentioned there are 5 major tools, the first is “the Application”
which is unique based on type of applicant and program of study chosen.
For example, Only International students will see visa information
If applying to Art History, an applicant will see only pages, questions and material requirements specific to Art History.
Overall there are less barriers for an applicant to submit their application
The next tool is “The Reader” which is a Work Flow System and where decisions are made.
The bin structure inside “The Reader” provides an overview of where the applicant is in the process and what actions have, or have not yet, occurred within different units on campus.
Next slide
The units include our office as well as, if relevant, the Office of International Studies Services and English Language Institute.
The “Queries and Reports” module allows
you to target very granular data points by program, by status or any other data points in the system
The Customer Relations Management System (the CRM) is very robust and provides
analytics from prospecting to matriculation.
The major CRM tools in Slate are Deliver and Events.
These are the remaining tools to be launched and are in early testing with Keeley and a couple Programs.
The “Deliver” tool provides
automatic, personalized communications, and campaigns, based on an applicant’s stage in the system
This tool also collects and tracks the individual communications on the applicant’s record as well details like the time, location and browser used by the prospect or applicant
The second CRM tool, “Events” provides
tracking of attendees at recruitment events for easy reminders and follow ups as well as
maps and directions for the attendees.

4. Reader BINS
The units include our office as well as, if relevant, the Office of International Studies Services and English Language Institute.
At this time provides if admitted applicant has requested I-20/DS2019 and if OISS has issued these items.
The Main bin you will work in to make decisions is the “Committee Review” bin
Go back

5. timeline Implement System & Launch Tools year 1: 2015 (6 months)
Internal UD Systems Integration
August
Refined with User Feedback
September
Start External Systems Integration
October
Refine with User Feedback
November
Query & Reporting Seminar for Users
December
CRM Seminar for Users
YEAR 1: Implement system by launching the 5 tools I just described
1st 6 months:
Implementation Team training
Building Application Infrastructure
Internal UD system integration; (CAS authentication, Cashnet & Test Score feeds)
In August:
we began accepting application in new system;
refining the application through user feedback from MBA, Winterthur Program, Education, many others
In September:
We Launched the Slate seminars and began External UD system integration; (IT/UDSIS, Physical Therapy PTCAS feed as well as feeds to 3rd party vendors such as Academic Partnerships & Wiley)
This month:
You started Read/Admit students:
this is another process that is being refined through user feedback Chemistry & Biochemistry (Don Watson)
November 4:
“Query & Reporting” Seminar
December 2
“CRM” Seminar

6. Highlights Application Reading & Decisions Queries & Reports CRM
3,000 Application in Process
Reading & Decisions
Several Programs with Decisions Complete
Queries & Reports
Create & View Queries Relevant to Your Programs
CRM
Maximize Quality & Diversity of Applicant Pool
CRM: Deliver & events
Recruitment Events and Trips
User-friendly & customizable
Adaptable for Program Specific Requirements
Reading & Decisions: Physical Therapy & MBA Online
Read slide
I hope one of the major take aways from hearing about Slate today is that you see that is is Customizable
with understanding that the first year of implementation is not the end of the customization.

7. ongoing conversations
Office of Graduate & Professional Education (OGPE): best practices
Graduate Admissions Processes
SLATE functionality
How to meet the nuanced needs of Departments within the Best Practices
these highlights and customizations have been, and will continue to be, the result of ongoing conversations about:
what is functionally possible in Slate (the only limitation so far is time due to a very fast implementation; which seems to be the standard based on other schools using Slate) &
what are the best practices in graduate admissions processes

8. monthly seminars September October November 4th December 2nd
Reading & Admitting
October
November 4th
Queries & Reporting
December 2nd
CRM & Communications
ongoing conversations will occur:
as needed between you and the Slate Implementation Team: Mary Martin, Michael Alexo, Keeley Powell, Bill Barnett and myself.
they will also occur through monthly Slate Seminars.
Completed September and Oct. “Reading and Admitting” sessions
Upcoming in Nov. is “Queries & Reporting
In Dec. will be “CRM & Communication tools”
These will be help on the 1st floor Hullihen Hall room 130
And will be listed on the (OGPE calendar) shortly with a registration form.
While there I encourage you to explore the new OGPE website that Dave Barzack launched in late summer.

9. unfulfilled user goals
user input
unfulfilled user goals
Leave you with an emphasis on the importance and value of your input into this system.
As you can see from the picture above, “system development without design and user experience” = “unfulfilled user goals”
The goal of this implementation is to build a tool that works for your needs.
Thank you.

10. Questions? Elizabeth M. Salisbury hagovsky@udel.edu