Slate Consulting & Operational Support

Your Slate challenges aren’t just technical—they’re operational.

BPS brings enrollment operations expertise to Slate implementation and optimization.

Our team of expert practitioners understands the pressures you face, the decisions you need to make, and how Slate needs to function to support the entire enrollment enterprise. When you work with BPS, you’re not hiring technicians—you’re adding experienced colleagues to your team.

Mary Lawyer, Siena University

Our Approch

ASSESS

Every engagement starts with a holistic assessment including a technical audit and staff interviews. What is the express challenge? What unexpressed challenge sits beneath it? What upstream processes are causing downstream issues?

DESIGN

We architect an approach fit to your institution’s unique context. We consider your staff capacity, enrollment operation, and enrollment goals. The right design prevents expensive rework and creates a system that can scale.

IMPLEMENT

Once the blueprint is set, we execute. Our expert practitioners bring deep experience managing enrollment operations inside institutions, ensuring every build reflects operational realities.

SUPPORT

Our post–go-live support blends technical stewardship with operational leadership. We’ll help you leverage Slate as your enrollment strategy evolves by refining builds, troubleshooting issues, improving data quality, and training staff.

Offerings

We provide Slate consulting for higher education institutions across the full lifecycle of Slate Admissions and Student Success—combining strategic enrollment CRM expertise with hands-on operational support.

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.

Meet Your Slate Captains

Enrollment operations practitioners with technical Slate expertise

  • William Mortimer

    Bill is an enrollment management leader with recent posts as Assistant Vice President for Enrollment Management at Assumption University and Director of Enrollment at Beloit College.

    Bill has built data and analytics teams focused on predictive modeling, reporting, and financial aid leveraging, led admissions departments, oversaw complex enrollment operations, and developed full-cycle marketing strategies ranging from search to yield.

    The Chronicle of Higher Education has recognized Bill’s expertise in CRM tools, and he has presented at numerous higher education conferences about his innovative work.

  • Jess Brady

    Jess has a great deal of experience in multiple types of CRM software, and a proven track record of successfully transitioning schools from one system to another. Most recently, Jess successfully migrated UW Whitewater’s graduate and undergraduate recruitment efforts from Ellucian Recruit to Technolutions Slate.

    Jess is also very knowledgeable about FERPA guidelines and has vast experience developing and maintaining an institutional database to support recruitment efforts through event, form and query creation and management.

  • April Cozine

    April brings more than two decades of experience in higher education, with a proven track record of driving operational excellence across enrollment, admissions, and financial aid systems.

    As the Director of Enrollment Operations at Marymount University, April led the management of two Slate CRM instances and streamlined both undergraduate and graduate admissions workflows. As Director of Operations and Systems at Wichita State University, April played a central role in the successful implementation of Slate.

  • Melissa Dix

    Melissa Dix

    Melissa brings 25 years of professional experience in technology and marketing. She leverages CSS mastery to tailor mailings and craft responsive portal pages. She adeptly assists institutions in branding and customizing Slate instances, ensuring a quality user experience. Her adeptness extends to mobile responsiveness and site design, with tailored solutions designed within the Slate framework. Melissa's ability in these domains culminates in visually captivating and intuitive interfaces, maximizing the potential of Slate's features and functionalities.

  • Jeremiah Wilson

    Jeremiah brings more than 10 years of experience in business operations, project management, and online product management to the Best Practice Solutions team. Jeremiah has held several previous roles at institutions of higher education: University of Illinois at Urbana-Champaign, University of Connecticut, and Iowa State University in the Registrar’s Office and Student Affairs areas. Jeremiah is an expert at identifying inefficiencies, developing alignment strategies, and building the structure to support improvement and continued growth and progress. He has successfully managed the end-to-end development lifecycle in a variety of industries.