Slate Consulting
Slate should support how your institution recruits, communicates, and operates.
Most Slate challenges are not purely technical, they are the result of misaligned processes, workflows, and enrollment strategy.
Institutions often invest heavily in Slate but still struggle with disconnected workflows, inconsistent data practices, underutilized functionality, and systems that do not fully support how teams actually work. We approach Slate as part of a broader enrollment and operational ecosystem, not as a standalone platform.
Our team brings direct experience in enrollment operations, CRM administration, communications, and process design, allowing us to connect system structure with institutional strategy and day-to-day execution. Whether supporting implementation, optimization, reporting, communications, or operational redesign, we help institutions build Slate environments that are usable, aligned, and sustainable over time.
Slate Consulting Offerings
Slate Captain (Fractional Slate Staffing Support)
Gain an embedded Slate Captain who provides strategic oversight, enrollment CRM strategy, and hands-on management of your Slate environment. This fractional Slate staffing support model delivers continuity, technical expertise, and operational leadership—often with more flexibility and value than a full-time hire.
Slate Implementation
We guide institutions through full Slate implementation, from system architecture and data structure to workflow design and team training. Our approach ensures your Slate CRM is configured to support enrollment management strategy, reporting accuracy, and long-term scalability.
Slate Optimization
Through targeted Slate optimization, we refine queries, workflows, portals, communications, and reporting to improve performance and reduce operational friction. Our Slate enrollment CRM optimization services help institutions maximize efficiency, improve applicant experience, and strengthen enrollment outcomes.
Slate Assessments
Our comprehensive Slate assessments evaluate configuration, governance, data integrity, and operational alignment. We identify gaps, inefficiencies, and missed opportunities—providing a clear roadmap for strategic Slate CRM consulting and sustainable enrollment operations improvement.
Slate Portal Development
We design and optimize Slate portals that align with your enrollment CRM strategy and enhance the student experience. From applicant portals to student success tools, we ensure your Slate environment supports engagement, clarity, and institutional brand.
Our Approach
Analyze
Understand how Slate is functioning across recruitment, communication, and operations.
We begin by assessing how Slate is currently structured, used, and maintained across the enrollment lifecycle. Through stakeholder conversations, workflow review, data analysis, and system evaluation, we identify operational friction, process gaps, reporting challenges, and areas where Slate may not fully support institutional strategy or team execution. Our focus is not simply on system configuration, but on how the platform functions within the broader enrollment ecosystem.
Design
Build Slate structures, workflows, and communication strategies that align with institutional goals.
Effective Slate environments are intentionally designed around how institutions recruit, communicate, and make decisions. We work with teams to develop operationally practical system structures, communication plans, reporting frameworks, and workflow strategies that support enrollment goals while improving usability and consistency. This includes data organization, communication flow design, application and reader workflows, reporting strategy, and process alignment across teams.
Implement
Put strategy into practice through configuration, operational support, and hands-on partnership.
Slate optimization requires more than recommendations. We work alongside institutional teams to implement solutions in ways that are sustainable and aligned with day-to-day operations. Our support can include system configuration, workflow implementation, communication deployment, reporting development, territory management support, event and application process setup, and operational troubleshooting during active recruitment cycles. We stay engaged through execution to ensure the work functions in practice, not just in theory.
Monitor & Refine
Strengthen long-term performance through reporting, training, and continuous optimization.
Enrollment operations evolve, and Slate environments must evolve with them. We help institutions establish reporting practices, governance structures, training processes, and ongoing optimization strategies that improve consistency and support better decision-making over time. By combining operational insight with system expertise, we help teams continuously refine workflows, strengthen adoption, and ensure Slate remains aligned with institutional priorities and enrollment strategy.
Meet the Team
What makes BPS different is not just what we know, it’s where that knowledge comes from.
Our team is made up of former enrollment leaders, financial aid directors, CRM administrators, and operational strategists who understand how institutions actually function. We know the complexity of balancing enrollment goals, staffing realities, student expectations, and institutional priorities because we’ve worked inside those environments ourselves.
That perspective shapes every engagement.
Mary Lawyer, Siena University
Explore Our Services
Strategic Enrollment Management Planning & Assessment
Align your enrollment strategy with institutional goals through data-informed planning and actionable insight. We help institutions assess performance, model future scenarios, and build integrated strategies that drive sustainable enrollment growth and financial health.
Higher Education Market Research & Brand Strategy
Stand out in a competitive market with a brand grounded in data and shaped by insight. We help institutions understand demand, evaluate positioning, and develop strategies that attract and resonate with the right students.
Financial Aid Awarding Strategy
Leverage financial aid as a strategic driver of enrollment and revenue. We design and refine awarding strategies that improve yield, optimize discount rates, and support institutional goals.
Financial Aid Consulting
Improve the effectiveness, compliance, and efficiency of your financial aid office. We partner with institutions to assess operations, strengthen policies, and equip teams with the tools and training needed to perform at a high level.
Interim Staffing
Fill critical gaps and build long-term capability with experienced enrollment professionals. Whether providing interim leadership or developing your team’s skills, we help ensure continuity, stability, and growth.
Admissions & Recruitment
Strengthen your recruitment strategy and improve conversion across the enrollment funnel. We help institutions enhance outreach, streamline processes, and create more effective, student-centered admissions experiences.