SLATE Consultation Services :: PIP System (SUNY Orange)

SLATE Consultation Services Print All

Initiative Title	SLATE Consultation Services
Submitted in Previous Year(s)	2024
Critical Information, Notes, Justification, Rationale	The Office of Admissions is currently transitioning from our current CRM software - Fireworks to a most robust system called SLATE. We are working with a 3rd party vendor to help with our implementation. However, once the SCOPE of work is done, we will need consultation services to make sure we are utilizing the system to it's fullest potential. 4 months of building and implementation does not provide us with enough time to fully review and utlize the system.
Consequences of this initiative not being funded	We would not be able to utilize the product to it's highest potential.
Department Goals	Create a new application through our SLATE CRM, Implement new CRM Technology - SLATE
Programs
Locations	Main Campus
Estimated Completion Date	08/22/2025
Will this initiative span multiple budget years?	No
Importance	High
Funding Source	Request for Prioritization
Created	12/10/2024 11:22 am
Updated	12/10/2024 12:47 pm

Institutional Goals

Goal	How will the initiative support this institutional goal?
STRATEGIC PLAN 2020-2025 Sustain and Invigorate Our Planned Future: Reimagine Human, Financial and Physical Resources Goal #3: Maximize and more efficiently use technologies and physical resources to enhance the student experience	Fullly implementing our SLATE CRM will enable us to have more engaging experiences with our prospective studetns and their famlies.

Action Steps

Action Step	Responsible Party	Order
Reach out to Carnegie to get scope of work	Admissions & Coordinator of Enrollment Management	1

Expected Outcomes

Outcome	Order
Fully implemented CRM product	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Tracking	Usage of programs, services, participation can be tracked; demographic information may also be able to be collected.		Admissions & Enrollment Management

Resources

INITIAL YEAR COST:	$22,000.00
RECURRING COST:	$0.00

Equipment

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Facility

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Supply

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Staffing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Training

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Marketing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Other

Need	Cost (Initial/Recurring)	Supporting Departments
Need monies to pay for Service	$22000.00	Enrollment Mgt and Student Financial Services, AVP Office
TOTAL:	$22,000.00 / $0.00

Prioritization

Level 5 Level 5 Cabinet Middle States	Level 4 Level 4 PBIE Committee	Level 3 Level 3 Academic Affairs and Student Services, Provost, VP Office Administration and Finance, VP Office Board of Trustees Chief Diversity Officer Institutional Advancement, VP Office President, Office of Student Services, VP Office SUNY Orange Foundation Sustainability Workforce Development, Strategy & Innovation, VP Office	Level 2 Level 2 Alumni Relations and Special Events Athletics Business Math Science and Technology, AVP Office Business Office Career and Internship Services Communications Office Enrollment Mgt and Student Financial Services, AVP Office Facilities Food Tech Grants Health Professions, AVP Office Hudson Valley Educational Consortium Human Resources, AVP Office Information Technology, CIO Office Institutional Planning Assessment and Research Lab School Learning & Student Success, AVP Office Liberal Arts, AVP Office Marketing Newburgh Campus Phi Theta Kappa Security Student Engagement and Completion, AVP Office SUNYOrange PLUS	Level 1 Level 1 Academic Advising Academic Support Middletown Academic Support Newburgh Academic Technology Accessibility Services Admissions and Recruitment Arts and Communication Behavioral Sciences Biology Bursar Business Capital Projects Center for Student Involvement Center for Teaching and Learning Clinical Laboratory Science Computer Science and Technology Criminal Justice Cultural Affairs Custodial and Grounds Dental Hygiene Deployment & Operations Diagnostic Imaging Education Educational Opportunities Program Educational Partnerships English Enrollment Support Services Environmental Health and Safety ESL Financial Aid Global Studies Governance High School Equivalency (HSE) Honors Program HVAC Information Services & Network Infrastructure Interdisciplinary Studies Liberty Partnership Program Library Mail and Copy Services Maintenance Mathematics Movement Science Nursing Occupational Therapy Payroll Physical Therapy Records and Registration Science Engineering and Architecture Student Services - Data Management Student Services Central Student Services Newburgh Campus Student Support Initiatives Testing Center TRiO Student Support Services Unused Wellness Center Workforce Development Programming Workforce Student Support Youth Empowerment Program	Initiative Title	Department
				1	SLATE Consultation Services $22,000.00 / $0.00	Admissions and Recruitment

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
No results found.