Slate Optimization

Transform Your Slate CRM into an Enrollment Powerhouse

Unlock the full potential of your Slate CRM with expert optimization services that streamline processes and drive enrollment success.

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Our Approach

Slate is one of higher education’s most powerful tools, but only when it’s built and optimized with purpose. Carnegie helps you unlock its full potential, aligning every feature to your goals so your team can work smarter, not harder.

As Technolutions’ first Platinum Preferred Partner, we bring unmatched expertise to every project. From implementation to training and ongoing refinement, we tailor Slate to your workflows and data, creating sustainable systems that drive results long after launch.

Dig a Little Deeper With Carnegie Slate Optimization

Slate Implementation
Get a clean, strategic start. From first-time implementations to reimplementations and integrations, we build a customized Slate CRM foundation that supports your enrollment goals for years to come.
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Slate Trainings
Build confidence and capacity across your team. Our interactive Slate trainings—on campus or virtual—equip every user with the skills and insights to use Slate effectively and independently.
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The Tools That Keep Your Slate Running Strong

Embedded Slate Captain

Need extra hands, or expert ones? Our part or full-time Slate Captains integrate seamlessly with your team to handle daily processes, optimize workflows, and troubleshoot challenges, without the cost of full-time hiring.

Slate Portals & Data Visualization

Bring your data to life. From dynamic portals to digestible reports, we design and build visually engaging experiences that give your audiences clarity and your leadership confidence.

Clarity Powered by Slate

Connect marketing impact to enrollment outcomes. Our Clarity integration lets you see exactly how your campaigns influence applications and yield, right inside Slate.

How it Works

Evaluate Your Slate Setup

We start by understanding your current setup, data structure, and enrollment goals. Through audits and conversations with your team, we identify what’s working, what’s not, and where Slate can do more for you.

Build a Purposeful Slate Framework

Next, we create a customized plan for your institution. Our experts rebuild or refine your Slate instance using proven best practices, improving efficiency, communication flow, and data integrity while aligning with your strategic goals.

Turn Strategy Into Measurable Action

With your system fine-tuned, we introduce automation, personalization, and analytics to elevate performance. You’ll gain real-time insights into what drives engagement and yield, so you can make smarter, faster decisions.

Prepare Your Team for Ongoing Success

Finally, we ensure your team is ready to thrive. Through hands-on training, documentation, and ongoing support, we give your staff the confidence to manage and evolve your Slate instance long after our work together is complete.

Ready to Get Started?

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Technolutions’ First Slate Platinum Preferred Partner

“Carnegie’s distinction as a Platinum Preferred Partner reflects their ability to translate our technology into client success. Their technical mastery and client-focused innovation continue to elevate the entire Slate community. Through their depth of knowledge, breadth of expertise, and collaborative spirit, Carnegie brings a genuine enthusiasm for client success that makes them a valuable partner in our network.”

– Alexander Clark, Founder and Chief Executive Officer, Technolutions

Slate Platinum Preferred Partner Badge

Agile Marketing Drives Enrollment Success

The University of Idaho embraced a flexible, data-driven approach to enrollment marketing—turning collaboration and adaptability into record-setting growth.

Featured Slate Optimization Case Study

“Partnering with Carnegie has been the best way to maximize our internal resources and equip us for growth. I attribute much of our success to Carnegie’s model—we have real-time feedback, direct access to the team’s expertise, spot-on recommendations, and ongoing adjustments.”

John Barnhart
Co-CMO
University of Idaho

Read Case Study
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University of Idaho

University of Idaho

Turning collaboration and adaptability into record-setting growth.
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Research

Higher Ed Student Search RFP Guide

So, you’re looking for a new Student Search partner? Writing an informative and robust request for proposal (RFP) increases both the quantity and quality of proposals your college or university will receive; allowing you to choose the perfect partner. But what exactly should be included in your RFP? This guide serves as a template to help you write a great RFP and find the perfect partner for your next Student Search.

Learn More

Our Thoughts on Slate Optimization

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Enrollment
2025 Slate Summit
Watch
Slate Optimization
AI, As You Like It: Slate’s New AI Features Are Changing the Game

By Adam Horton

Slate Optimization
Product Feature: Embedded Slate Captain

By Ted Magdzinski

Slate Optimization
Why Every Slate School Should Leverage Ping

By Carnegie Higher Ed

Power Every Step of Enrollment

Enrollment Strategy
Align your recruitment and retention goals through data-driven planning that supports students from first contact to completion.
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Digital Advertising
Capture student attention. Our digital marketing experts transform institutional messages into magnetic, personalized experiences that drive action and deliver ROI.
Explore Digital Advertising
Analytics, Attribution, & Reporting
Gain complete visibility into campaign performance with transparent, real-time insights that reveal what’s working, why it’s working, and how to optimize for even greater impact.
Explore Analytics, Attribution and Reporting
Financial Aid Optimization
Design aid strategies that balance affordability and institutional goals, helping more students say yes while sustaining long-term enrollment health.
Explore Financial Aid Optimization

Your Next Enrollment Win Starts Here

There’s never been a more important time to optimize your operations and reach the students who will thrive at your institution. Let’s transform your Slate—and your results—together.