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: Implementation

PSU currently uses EAB Navigate 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 will work with the Slate Implementation Partner, Carnegie Higher Education, to implement Slate for Advisors and Student Success departments. Our current EAB contract is ending in March 2026.

Accomplished

  • A decision was made to extend the launch of Slate for Student Success to Winter term. Delaying launch isn't a result of any failure, but rather to make the product more successful at launch and address valuable suggestions that were brought up in training and learned through the pilot with Urban, Public, and Global Affairs Pathway (UPGAP) Advisors.
  • EAB Contract was extended until the end of March 2026
  • UPGAP Advising continues to pilot the system. OIT team is implementing feedback and fixing bugs identified by the pilot group as they arise.

In Progress

  • Appointment Scheduling and Notes
    • Appointment and Note deliverables are being finalized for a January 12th launch.
    • All EAB Users will gain access to Notes in Slate
    • Athletics has been added to the appointment rollout
  • Early Alerts and Case Management
    • Case Management, Early Alerts, and Study Hall Tracking will continue to be developed for a March 2026 roll out.
  • Slate Inbox and Deliver for email and SMS communications are being configured for a phased Winter 2026 roll out.

Project Health

  • Timeline is still tight with EAB contract expiration in March; delays in PSU deliverables could impact continuity of student services.
  • Delays with Data Implementation caused a ripple effect for deliverables from Carnegie.
  • Re-development of core tools has caused additional delays.
  • Live updates can be found on our project webpage.

Project Team

Executive Sponsors: Ryan Bass, Chief Information Officer; Shelly Chabon, Provost and Vice President of Academic Affairs; Chuck Knepfle, Vice President for Enrollment Management; 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
Implementation Partner: Carnegie Higher Education
Collaborators: UAA, UCC, TRSRC, SASS, SPH, Athletics, SB UG Student Services