Optimize Your SLATE Experience: A Guide for Higher Education Teams

FREE Slate Optimization Guide:


Is your Slate instance not performing as smoothly as you’d like? Are you still using deprecated functionality and now the system is slowing you down? Have the resources who set-up your instance moved on leaving you unsure how to maintain or adopt new or unused features? You’re not alone!


In this practical, high-level guide, we share some Slate Health Check system tips on where to start when optimizing your instance. Institutions like yours have used these insights to streamline processes, improve performance, and enhance enrollment efforts.


If you would like a deeper dive, we’re here to help. Let’s work together to clean up your Slate environment, maximize its efficiency, and ensure it’s working at its best.

Here's What You’ll Gain:

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Data & Integrations:

Insights on evaluating data processes and external system integrations.

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Automations & Workflows:

Guidance on reviewing and optimizing application tracking and workflows.

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User Experience & Interface:

Tips on identifying and enhancing the Slate portal and student journey.

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Reporting & Analytics:

A framework for analyzing dashboards, conversion tracking, and insights

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Rules & Automation Efficiency:

Methods to identify and streamline outdated rules and automations.

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Events, Trips & Scheduler:

How to evaluate and improve event management processes.

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Permissions & Security:

Best practices for reviewing user access and strengthening data security.

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