Ellucian Colleague vs. Slate for Advancement

Ellucian Colleague is wonderful at streamlining processes and unifying data related to students, finance, human resources, and financial aid. It continues to support and manage administrative needs, enhance student experiences, and improve operational efficiency across the University. Ellucian Colleague is less suited for quick data retrieval and comprehensive financial reporting. These functions could use some improvement to optimize the user experience.

What features/functionality pushed your team to select Slate for Advancement? The main winning aspect from our perspective was that all touch points of the donors record would be managed, maintained, updated in one location. We would not be reliant on a third-party vendor for main aspect like e-mail or texting or calling or payment processing. Slate for Advancement has an approach to technology that is embracing of our modern world of technology that I have not seen in other vendors. What lessons learned can you share? Any migration for your CRM is a huge change management project. If you don't have a strong project manager onsite then consider bringing one in as a consultant. If you could make the decision again, would it be the same one? Absolutely What peripherals were you able to replace with the Slate solution (giving portal, events mgmt, etc)? Our institution was a little bit different where we had already built out custom solutions for our alumni portal our event management and our honor roll of giving. Being able to replace those with a platform that's supported by a vendor and has a large community of knowledge base that can be leaned on was huge and another main consideration in moving to slate. For us one of the main selling factors was the depth and willingness of the community to support the rest of us in the effort of making slate for advancement successful in our institutions. And this continues to be the case to this day.

• Colleague Student allows us to integrate services across the university for students with staff in various departments able to see the information about a student that they need to serve the student well.
• Colleague Student makes it easy to see our students current academic record as well as transfer courses (and information) and their past records here at the university. Our old system required a lot of homegrown connection points to be able to see all of this information. It was neither quick nor easy.
• Colleague Student makes the registration process for our students much easier. Our old system was clunky and would often prevent students from registering for a class but not provide information for them about why. Colleague Student makes it easy for students to see if they are missing a pre-requisite, have a hold, etc., so they can know how to get their registration back on track.

Incentivized

• Amazing community support
• You don't have to be a huge tech person to use Slate for Advancement
• Just about everything can be customized to meet your needs

• Develop API's that are vendor agnostic rather than selecting specific vendors (Clearinghouse, ImageNow).
• Colleague tends to be to reactionary to the changing needs in higher education rather than developing the future.
• Hound clients to pay extra for consulting (consultants are usually bad), rather than helping institutions to use the product. Seems to be the first thing help line personnel jump to rather than working with clients to figure out creative solutions.

Incentivized

• Dynamic reporting and data visualization

Perfect tool for our institution and it only keeps getting better.

For decades, Ellucian Colleague has served the University as our primary student record-retention CRM. Its functionality has weathered many recent trends in CRM development and continues to produce the needed results for our constituency and the size of our university. We look forward to continuing to utilize Ellucian Colleague in the future.

Incentivized

Slate's business model does not assign a person to service your instance of the application. To receive effective support, you MUST engage in the online forums involving the greater Slate community. Once you embrace that model, the support team meets or exceeds any service standards I've experienced over the last 20 years.

I did not use Jenzabar as extensively as Colleague, but they perform similar functions for student information tracking. I think Colleague is more appropriate for use across campus, as its student billing and scheduling options exceed Jenzabar. Jenzabar, however, offers better tools for use exclusively in student affairs. If an organization wants to track all student data, they should consider Colleague.

Incentivized

Slate for Advancement was more customizable, there is more community support, less expensive both overall and they don't overcharge you for phone calls and texts (if I remember correctly, they charge the customer what they are charged for each phone call or text). Overall, Slate for Advancement was the more innovative option. We switched from Banner to Slate for Advancement, with Banner we constantly had to create workarounds for what we wanted to do with the software, we no longer have to do that. If we dream it, Slate for Advancement can most likely do it.

• By keeping student's academic work, financial aid, and accounts receivable information in one location we are able to report without the need for data aggregation.
• Colleague's web applications allow the students themselves to perform tasks such as enrollment without assistance from staff members.
• Using customized rules that we can set up in Colleague we can trigger events to happen as data is entered. This eliminates the need not only for someone to remember to perform an additional task, but it also saves the time of performing the actual task.

Incentivized

• Reducing the number of other systems needed, saving overhead and man-power to automate data integrations
• Crowd fundraising capabilities that allow for real time reporting and decision making
• Campus-wide partnerships