PowerDMS by NEOGOV is a software platform designed to recruit, train, equip, and protect employees across their careers, used for policy management, community engagement, and staff scheduling.
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Slate for Advancement
Score8.3 out of 10
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Slate for Advancement is a CRM built exclusively for higher ed advancement and alumni offices. A license to Slate for Advancement is unlimited -- no additional add-ons or costs. Slate enables users to create a personalized constituent experience at scale with custom giving forms, donor portals, video messages, phone calling, and directories. Users can automate processes at scale while having control and access at every level of the system. And the platform includes inbuilt reporting.
This software is very well suited for law enforcement agencies of all sizes from 5 to 5000 officers. There is a mobile app that allows officers to quickly and easily search while out in the field or on a call. They can quickly review a policy, locate a form, pull up a map and much more using either the mobile app or the desktop application.
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.
Policy management- [Users] sign for, and can take [tests] to prove understanding of policy right in the application. As [the] policy is updated, old versions are retained, so that we not only know what a policy contains, we can track changes and provide information on what a policy was at any given time in the past.
Training- Users receive notifications when training is due and are guided to complete the training. If the training requires recertification, PowerDMS can be configured to alert the user that re-training is needed, without a supervisor needing to keep track. All documents used in training, including presentations and videos, can be contained in the PowerDMS course, so we can prove not only that an employee was trained, but exactly what curriculum was use din any given training.
Accreditation Assessment- [Our] accreditation standards manual is uploaded directly into PowerDMS. Proofs are accomplished using the actual policy and procedure, as well as the documents created during the workday. There is absolutely no duplication of effort.
Communications accountability- Email [can] be read and forgotten. With PowerDMS, a document can be distributed for user signatures, insuring that the user took affirmative action to read and understand the document.
The Workflow process in PowerDMS is not as easy to grasp as some of the other concepts and requires a little more explaination, especially for non-administrative background users.
Users are unable to view the steps in a Workflow template in order to determine which Workflow would work best for their needs when routing documents.
It would be great to have multiple message options for past due inbox notifications in addition to the options for past due tasks to encourage users to go to their inbox to review their messages.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have had nothing but positive experiences with PowerDMS from day one. If we ever run into a situation we are unsure of, PowerDMS support has ALWAYS been able to answer us basically immediately. I really love that they are constantly seeking to improve and expand.
There is a learning curve as with any software system and I have found those users who consistently use the system more have a much higher success rate than those who only log in to sign off on documents. Now that most users have been in the system for over 2 years I consistently hear how much easier the processes are than they originally thought they would be
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use PowerDMS in the cloud so our performance might be different from other users who use on-premise. The program has always been up with very minimal downtime and always seems responsive and snappy when navigating the UI and searching documents. We don't currently have any integrations with other software.
I just wish we had some in-state support. The contacts I have had with customer support have been great. Awesome communication, problem-solving, and support. I have talked to and met Stephanie Williams (CSA for Power DMS) at the most recent Entrust conference. She was professional and devoted time to addressing our agency needs.
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.
Implementation of PowerDMS was near seamless. The product was able to input existing policies and procedures within a few hours, which helped to lay the foundation for future use. Having PowerDMS on-boarding readily available was also a huge benefit.
PowerDMS is a lot different than Linkedin Learnings. In PowerDMS you have to create your own courses versus in Linkedin Learnings they provide extensive content on a wide variety of subject matter. Linkedin Learnings is what we have used in our organization for Bias Training and Ethics Training. PowerDMS is the repository for documents and Trainings, so the systems work very differently
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.
Created efficient processes for approving document revision
Migrated what originally was a paper system to electronic
Accessible for any employee by logging in, employees do not have to seek out policy and procedure binders, and updated documents can be automatically sent to inboxes when updated.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
