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.

Additional Updates about this content

Accomplished

  • Appointment scheduling has been live since Jan 12th for:
    • Undergraduate Academic Advising, Athletics Advising, Academic Coaching, Career Center, Transfer Center, School of Business Undergrad Student Support, and Progression Team
  • Drop-in Appointments launched for Undergraduate Academic Advising and Career Center on March 16th
  • Slate Inbox and Deliver for email and SMS communications have been configured and were rolled out in a phased launch during Winter 2026.
  • Slate Users are able to view EAB-migrated general notes, appointment notes, and case notes in Slate.
    • Other system data will be stored with the option to be added to Slate at a later date if needed
  • UPGAP Advising continued to pilot the system and new features during Winter 2026. The pilot was concluded on March 17th

In Progress

  • Early Alerts and Case Management
    • Case Management and Early Alert tools are being finalized, on track for launch on March 30th.
  • Study Hall
    • Study hall check-in and check-out system is being finalized for a March 30th launch
  • Accessibility testing for the student-facing forms.
  • With the EAB Navigate contract ending on March 31st, the Sponsors and Project Managers are planning the next phase of development after all Minimum Viable Product (MVP) requirements have been completed.

Project Health

  • Timeline is still tight with EAB contract expiration in March; delays in PSU deliverables could impact continuity of student services.
    • Urgent bug fixes and new feature development have needed consistent attention to prioritize and ensure the system is functional before the end of this contract.
  • Deliverables from Carnegie have consistently required time-consuming internal testing and fixes, delaying other items.
  • 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; 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