CRM Strategy, Consolidation Assessment, and Slate Migration Services

CRM Strategy, Consolidation Assessment, and Slate Migration Services that:
1. Migrates Advancement from Blackbaud to Slate without altering Enrollment’s configuration.
2. Evaluates and implements one of two Student Success paths.
3. Preserves continuity of student data from application through graduation.
4. Maintains required integration with Ellucian Banner.
- Advancement Migration and Consolidation The consultant shall:
1. Assess current Advancement data structures and workflows in Blackbaud.
2. Design the target Slate data model for Advancement.
3. Migrate Advancement records with cleansing, de-duplication, and validation.
4. Configure Advancement workflows, reports, and outputs in Slate.
5. Validate completeness and usability of migrated data
- Lifecycle Data Continuity and Advancement Outputs The consolidated Slate environment must capture:
1. Student interests, affiliations, and co-curricular activities
2. Post-graduation destinations
3. Additional data supporting donor identification and segmentation
- Integration Requirements The consultant shall:
1. Assess current data exchanges among Slate, EAB Navigate, Blackbaud, and Banner.
2. Design and implement the Slate–Banner integration.
3. Validate accurate and reliable data flows.
4. Document architecture, mappings, and refresh schedules.