Student Success

Campus in the evening, a bridge with "Portland State University" lit up on the side. streaks of red and white lights from cars in the street are in the foreground under the bridge

EAB Navigate to Slate for Student Success Transition

Program Status: Phase 1 Closed

PSU transitioned from EAB Navigate to Slate for Student Success for scheduling student appointments, taking notes on student interactions, issuing Early Alerts, and sending email and SMS communications. 

PSU is implementing Slate Student Success as an enterprise Customer Relationship Management (CRM) tool, and has decided to migrate EAB Navigate functionality and users to Slate. In this project, we worked with the Slate Implementation Partner, Carnegie Higher Education, to implement Slate for Advisors and Student Success departments. Our EAB contract ended in March 2026.

Additional Updates about this content

Accomplished

  • The MVP components have all been launched as of March 30th, 2026 for Student Success teams
    • Appointment scheduling (including Drop-ins)
    • Case Management
    • Early Alerts
    • Study Hall tracking
    • Inbox and Deliver
  • EAB Navigate is no longer available for use
  • Queries
    • Carnegie is delivering queries for tracking purposes. Includes appointment tracking, Early Alert and case tracking, and notes tracking
  • All bugs are being tracked and prioritized for fixing.
  • The implementation phase of the project has officially closed as of April 30, 2026
    • Related communication channels, feedback forms, and Google Groups have been archived.
  • The project website will remain live as the second phase of the project begins in May.

In Progress

  • Transition to Phase 2, being managed by OIT.
    • Carnegie Higher Education is contracted through September 2026

Project Health

  • Urgent bug fixes and new feature development have needed consistent attention to prioritize and ensure the system is functional.
  • Deliverables from Carnegie have consistently required time-consuming internal testing and fixes, delaying other items. 
  • Redevelopment of core tools has caused additional delays. 

Project Team (Phase 1)

Executive Sponsors: Ryan Bass, Chief Information Officer; Shelly Chabon, Provost and Vice President of Academic Affairs; Andria Johnson, Vice President for Finance and Administration; Julie Smith, Associate Vice President, Marketing & Communications
Project Sponsors: Randi Harris, Andrea Garrity, Karenna Wait
Leads: Jeffrey Pinkerton (Technical Lead), Becki Ingersoll (Advising Lead)
Project Managers: Beth Harris (OSS), Nicole Erickson (OIT)
Project Team: OIT: Francesca Leaf, Jeffrey Pinkerton, Brodie Franklin, and Nicole Erickson; Student Success: Greg Flores, Ryan Wagner, Brittany Montana, Becki Ingersoll, and Beth Harris; Ad-Hoc: JD Knapp, Crystal Clearwater, Cori Watkins, Libby Bissen, Andrea Griggs, Michelle Lee, Shoshana Zeisman-Pereyo
UPGAP Pilot: Ilka Bailey, Clara Martinez, Genara Solis, Lavina Martinez
Implementation Partner: Carnegie Higher Education
Collaborators: UAA, UCC, TRSRC, SASS, SPH, Athletics, SB UG Student Services