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Slate for Advancement Project Plan

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  • 1.  Slate for Advancement Project Plan

    Posted 30 days ago
    Hi all!

    I am working with an institution to convert from Millenium to Slate for Advancement. 
    While there are project plans and timelines for Slate Admissions, we have found nothing for a Slate Advancement implementation.

    Does anyone who has implemented Slate Advancement have a project plan or timeline you are willing to share?

    We would be very grateful!

    And yes, we have asked Technolutions and their response is they haven't yet built out a project plan or timeline for Slate Advancement conversions.

    Jenny Jones, Ph.D.

  • 2.  RE: Slate for Advancement Project Plan
    Best Answer

    Posted 29 days ago
    Hi, Jenny! I hope this finds you doing well. It's been a long time!

    We, at Strata Information Group (SIG), have also been doing implementations to Slate Advancement. You are correct, there's not a definitive plan to follow for the project. But, there is a definite order which must be followed for loading the gift data (which is not exactly your question, but hopefully helpful advice to share).

    It must go in this order: define and create relationships, especially spouses; load planned gifts, then pledges, followed by all giving history. (Then, repeat for company/foundation records--remember, organizations in Slate are schools, so I like to be consistent with the naming conventions when training staff and teaching them their new product--non-person entities are called company/foundation records).

    Another thing to remember is Slate has a different process when posting gifts manually than for online gifts (it must be a one-to-one relationship when a gift is manually processed). If the donor wishes to split their gift to multiple campaigns or designations, this needs to be entered as separate gifts in Slate (say, if they pay by check). However, the Slate online giving feature allows a donor to split their gift multiple ways at the time they are making it, so the distribution to multiple funds for one gift IS allowed on what they call the payment record (what results from an online gift). Then, when online gifts are automatically posted into Slate (a nice feature!), they are able to have the multiple campaign/designation combination on them. I just wish this was consistent.

    As far as a predefined project management plan, there's not a recommended one available  that I am aware of. But, the product is powerful and easy to use, which makes it attractive to many institutions, especially those with resources already available on campus because of also having Slate Admissions (they can operate together in one instance, or, be two separate instances, as desired). 

    Hope this helps!


    David Smittle
    Senior Consultant
    Strata Information Group (SIG)
    419-230-8147 (personal) (professional)

  • 3.  RE: Slate for Advancement Project Plan

    Posted 28 days ago
    Hey David!

    So good to hear from you.  It has been a long time :-)

    GREAT information and very helpful.  I will keep Strata in mind when working with Slate clients as we assist with CRM readiness, business process evaluations, etc. but not with the actual hands-on software integrations.

    Thanks so much!


    Jenny Jones, Ph.D.
    Vice President, Advancement Services

  • 4.  RE: Slate for Advancement Project Plan

    Posted 26 days ago

    Hi Jenny,

    BWF is a certified preferred partner with Slate and we have multiple Slate for Advancement implementations in progress for who we provide Slate conversion project plans. Slate has a unique approach which I find very appealing which focuses on empowering institutions to embark on migrations alone, but we also find that some institutions seek the structure of a formal implementation process. Given that flexibility, the timelines can vary based on the goals of the institution but commonly range from 6-12 months based on some of the following variables:


    - size of the institution, including number of records and user base

    - staff availability to support the migration

    - institution's ability to support the extract, transform and load processes related to data migration

    - desire to re-envision specific business processes

    - change management - shareholder engagement, communication, specific training needs, go-live support, and other unique variables

    - marketing support - needs related to centralizing and evolving Slate functions related to digital communication


    Finally, many organizations seek a partner for implementation due to accountability, or the desire to have a third-party provide perspective and ensure the project is progressing as it should. The project management needs supporting this can impact the timeframe and plan as well.


    Happy to discuss further and look forward to connecting with folks at Slate Innovation Festival.


    Jason Boley

    Senior Vice President, BWF


  • 5.  RE: Slate for Advancement Project Plan

    Posted 25 days ago
    Thanks, Jason!

    I really appreciate the information, it's very helpful.


    Jenny Jones, Ph.D.
    Vice President, Advancement Services