Slate Implementation
Kansas State University is implementing an enterprise-wide CRM, Slate, to support the business functions of all colleges, departments, and campuses to foster a long-term relationship with students by tracking touchpoints and through improved communication. The CRM will manage domestic and international, undergraduate and graduate, and online students.
Slate follows a "train-the-trainer" implementation model. A core team from each institution—the Slate Captains—will attend Fundamentals of Slate online training and ultimately oversee the project for K-State. The Slate Captains will actively take responsibility for creating sustainable business processes within Slate and provide training to other users within the office.
These captains oversee recruitment, application processing, marketing and communications in Enrollment Management, Office of Admissions, Graduate School, Salina and Olathe campuses.
Slate Captains:
Sara Blankley | Undergraduate Application |
Holly Gerke | Events |
Courtney Hallenback | Recruitment |
Joe Horan | Graduate Admissions |
Scott Schlender | Graduate Admissions |
Alexis Bestwick | Marketing and Communications |
Slate Implementation Timeline:
January 2022: Slate Captain Training
February- August 1, 2022: Begin implementation for undergraduate application for admission.
September 2022: Begin implementation for undergraduate recruitment and communications university wide.
TBD: Graduate recruitment and application kick-off (will in coordination with graduate coordinators).
The members of the Reporting Group will focus on establishing a structure for extracting data from the CRM for reports. Topics may include best practices for access to information related to students across the lifecycle (Search, Pre-applicant, Applicant, Admit, Committed, Enrolled) for relevant units. The group may address the needs of units for annual reports, grant applications, and other reporting needs. The group may discuss a way to measure the successful implementation/adoption of the CRM across the enterprise. Natural connections exist between the work of the data, communications, documents, events, and forms groups.
| Member | Group |
|---|---|
| Bryon Williams* | Reporting |
| Robert Auten | Reporting |
| Daniel Carr | Reporting |
| Kimathi Choma | Reporting |
| Logan Gauby | Reporting |
| Nicole Hamler | Reporting |
| Tanya McGee | Reporting |
* indicates the group lead
