Who We Are

Slate CRM Implementation for Higher Education

A Slate CRM instance configured to run your campus from admissions to financial and alumni engagement. Purpose-built CRM implementation by the most respected Slate implementation team in higher education.

Slate CRM Implementations that Work

Slate CRM is one of the most powerful, and popular CRM platforms for higher education. Human Capital Education is a Slate Platinum Preferred Partner and a leader in Slate implementation and optimiation. 

 

Effective Slate configurations require a creative implementation plan, one mapped to how your institution’s admissions, advancement, and student success processes actually work. We build Slate CRM solutions that fit.

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Connecting People and Processes with Effective Slate CRM Implementations

Human Capital Education executed Slate implementions with a dedicated project team, led by Slate experts and supported by student lifecycle experts across admissions, advancement, financial aid, and student success. Each Slate configuration project plan is custom-built around your institution’s real processes. We don’t stop at technology implementation. Our experts train your staff and transfer our years of Slate CRM knowledge through every phase of the implementation project plan. We help you incorporate your processes and empower your staff to get the most out of the Slate platform long after launch. As a Slate Platinum Partner, Human Capital pairs functional depth with the top tier of Technolutions platform support and expertise. From large Tier 1 Universities to small and mid-sized colleges, leading colleges and universities trust Human Capital to build the integrated Slate CRM solution that runs their campus.

A Proven Slate Implementation Plan

Every Human Capital Education Slate implementation follows our proven five-phase sequence, beginning with discovery and a readiness assessment to calibrate for your people and processes. We assess, implement, and enhance your Slate infrastructure to ensure seamless data flow, agile operations, and enterprise-grade scalability. 
Phase 1: Discovery & Readiness Assessment
Every Slate implementation engagement begins with a current-state assessment. We evaluate your technical environment and gain an understanding of the processes, staff capacity, and organizational readiness for adoption. This phase surfaces misalignments between stated goals and actual readiness. For institutions earlier in their technology maturity, scope is often refined here: helping leadership treat the initial implementation as phase one of a multi-year roadmap rather than a single complete deployment.
Discovery findings drive the custom Slate architecture and configuration plans. Your architecture is matched to how the institution actually operates. Integration requirements, data governance, and future-state scalability are addressed before any configuration begins. Chief Information Offers and IT leadership are actively engaged to ensure the architecture supports enterprise infrastructure needs, not just admissions workflows.

Configuration, integrations, and workflow builds are executed by the dedicated project team that bridges technology and processes. We work closely with your team to ensure knowledge transfer happens continuously throughout the build. Your team actively engages and participates through every step; building internal institutional knowledge and capacity.

User acceptance testing, staff training, and change management support are built into the timeline. We test, implement and document your custom Slate implementation in a format the internal team can actually use and maintain after the engagement closes.
When the launch date arrives, go-live is managed as a supported transition, not a cutover. Post-launch stabilization ensures adoption holds before the formal engagement closes.

End-to-End Slate Enablement

A Human Capital Education Slate implementation delivers the tools, processes, and skills that your institution needs to run end-to-end. We plan for and support buildouts of portals and workflows as well as support third-party integrations across your entire technology stack. 

Applicant and reviewer portals: Slate portals configured for applicants, recommenders, and review teams.

Process-mapped workflows: Slate workflows that mirror the office's real review and communication processes.

Connected, reportable data: Slate configurable joins that unify records for accurate reporting.

Lifecycle-specific configuration: admissions, advancement, or student success builds tuned to each function.

System-wide integration: SIS and LMS integration so Slate operates inside the institution's data environment.

Decision-ready reporting: dashboards built for enrollment teams and leadership.

Ownership-building knowledge transfer: hands-on enablement so staff run the platform themselves.

Trusted and Proven Slate Experts

Human Capital Education is the trusted Slate implementation partner because of our deep experience and extensive knowledge of Slate. With over 15 years of Slate implementation and consultation experience and the deepest bench of full-service Slate consultants, it’s no wonder schools trust the Human Capital team for implementation, optimization and ongoing CRM support, coaching, and staffing. Chances are, if you have attended a Technolutions Slate Summit, conference or event, you’ve learned from a Human Capital Slate expert or client, or both. We have earned our recognition as the leader in Slate implementation and management.   

Success Built on Deep Slate Knowledge

The difference between a Slate implementation that fits and one that merely launches is fluency with the platform itself. Human Capital Education is the premier Slate implementation partner. As Slate Platinum partners, our consultants helped shape Slate from its origins. You’ll work directly with our experts, who understand the platform at its source and have the judgment you need to get the right set-up for your institution. Whether you are starting from scratch, or are an established Slate school that is seeking help optimizing your Slate CRM, you’ll be paired with an knowledgeable and experienced team of Slate experts to coordinate your implementation project.

Success Connecting Campus with Slate

Connecting twenty-four colleges across campus to streamline grow graduate admissions

Success starts with a solid foundation. When you are tasked with connecting twenty-four colleges across City University of New York (CUNY), that foundation is built by conducting a deep review of all aspects of the enrollment ecosystem, from technology and people and processes. The Human Capital team worked with leaders across campus to development a holistic implementation plans to support and boost graduate enrollment based on a deep understanding of the previously disconnected technology and processes used across campus to manage graduate enrollment. Leveraging a hub-and-spoke architecture, we delivered a unified infrastructure to supports centralized governance, security, and reporting while preserving autonomy where it made sense.

Purpose-built Slate Implementations

Human Capital Education implements Slate across the broadest institutional range in the field; from liberal arts colleges under 1,000 students to flagship research universities and statewide systems. Whatever your institution size, we have the experience and knowledge to craft a campus-wide Slate solution that delivers from Admissions to Advancement.

We Deliver Holistic Solutions

Our Slate CRM expertise supports your technology across campus, from managed services to optimization and staff training. See how we help colleges and universities get the most out of Slate CRM.

CRM Support, Coaching & Staffing

Ongoing managed services and fractional Slate expertise once the platform is live.

CRM Customization & Enhancement

Extending a live Slate configuration with new capabilities and workflows.

Technology Audit

A structured assessment for an existing Slate instance or a configuration realignment.