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 December 2025.

Accomplished

  • Chose a Vendor (Carnegie Higher Education) and finalized a contract
  • Officially kicked off the project in January
  • Completed a two-day on-site discovery visit with Carnegie
  • Notes Feature
    • Carnegie completed a working prototype based on our provided requirements
  • Appointment Scheduling
    • Carnegie completed a working prototype based on our provided requirements

In Progress

  • Business Process
    • SLA agreement
    • Training documentation
    • User interface branding
  • Data Implementation
    • Developing a data framework and initial integrations with Banner SIS
    • Designing the Slate Framework and System Standards
  • Appointment Scheduling
    • Project team is testing the appointment scheduling feature
  • Notes Feature
    • Project Team is testing the notes feature
  • Early Alerts and Case Management
    • Carnegie reviewed the Early Alerts feature with the Early Alerts team. Carnegie is integrating their feedback now. 
    • Progress Reports have been identified as a missing piece - we have collected additional requirements for Progress Reports (a requirement for Athletics and other student populations) as Carnegie is working on the Early Alerts build.

Project Team

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: Nate Rochester, JD Knapp, Crystal Clearwater, Cori Watkins, Libby Bissen, Shawna Chambers, Andrea Griggs, Michelle Lee, Shoshana Zeisman-Pereyo, Ian McCallum, and Chandler Duff
Implementation Partner: Carnegie Higher Education
Collaborators: UAA, UCC, TRSRC, SASS, SPH, Athletics, SB UG Student Services