1、Dr.Change in the SlateiverseIan CrovisierNew York UniversityJasmine SolomonNew York UniversitySeth FilkinsThe University of GeorgiaDr.Changein the SlateiversePresentersIan CrovisierNew York University Undergraduate AdmissionsSeth FilkinsUniversity of Georgia Undergraduate AdmissionsJasmine SolomonNe

2、w York University Undergraduate AdmissionsModerator:Cody GrayTechnolutionsUGA Introduction Large,R1,land-and-sea grant public institution50,000 undergraduate applications per year40,000 enrolledExperiential Learning requirement for undergraduates94%First Year retention rate87%6 year graduation rate7

3、5%4 year graduation rate96%of graduates were employed or attending graduate school within 6 monthsUGA Introduction Pretty damn good at footballSlate History Undergrad Admissions started with Slate in January 2016Team of 6 IT staff within Undergraduate AdmissionsOversee our own Slate instance(limited

4、 involvementfrom central IT mainly around SIS integrations)Starting 7th cycle prep this yearNew York UniversityLarge Private Research University28K+FTE3 Degree Granting Campuses270+Areas of StudyNYU Undergraduate Admissions100K+Degree Seeking Applications5700+First Year Enrollment130+Countries Repre

5、sented20%+First Generation StudentsNYUSlate FactsImplemented in 2017Undergraduate first year&transfer populations100+Non-degree and non-credit programs1000+Active UsersNYUSlate Support Structure3 Slate Captains7 Member Core Technical Team15+Member Technical Systems WorkgroupEnrollment Management Tec

6、hnology Team*AgendaChange ManagementChange Request ProcessSimplify Cycle PrepChange ManagementReasons for ChangeGenerating Buy-inKnow Your“Why”Reasons for ChangeReasons for ChangeInstitutional drivers Business process requirements New programsPolicy changes ADA accessibility requirements Affirmative

7、 action rulingNew capabilities Technolutions feature releasesGeneratingBuy-inGenerating Buy-inAlign changes with institutional mission and values to get support for implementing changeStudents First,Keep it Simple,Communicate Effectively!Generating Buy-inStaff invested in technology as their tool fo

8、r success Use reports to demonstrate impact Easily accessible training materials Cultivate excitement through strategic roll-outs Empower them by giving them a voice in changeGenerating Buy-inDedicated team and time Representation across user base Standing meetings for technical team Regular report-

9、outs to full staffKnow Your“Why”We focus on the why and not the what of the request to get to the how.Know Your“Why”Understand the work that needs to be doneLearn the goal and the KPIsMove from“what”was requested to“what is possible”Navigating the SlateiverseOriginal Reader Beta Workflows New Workfl

10、owsSlate Template Library Configurable JoinsEvent Landing Pages PortalsKey Factors to ConsiderInvesting time in updating a legacy feature vs time to build out in a newer feature Time to implement Time to train Downstream impacts of the changeKey Factors to ConsiderWinter Wonders and Summit ReleasesS

11、tay engaged with Slate Community to stay on the forefront of what is possibleFeature Requests for what isnt possible yetChange Request Process Technical Issues and Change Request Form Request Management Request Types Approval and Execution Change Management for Team BuildingTech Request Form and Man

12、agementTECH ISSUES AND CHANGE FORM Unified form for any issues or change requests Easily accessible to entire team NYU uses Asana but can use any Project Management service,Microsoft/Google Forms and Sheets,or even Slate itself.Advantage to NOT using Slate:Independent in case of urgent issue with Sl

13、ate.KEY QUESTIONS WHAT/WHY?WHEN do you need it?WHO is impacted and WHO did you talk to about it?Task Management in AsanaEasy Access Right from Slate HomepageA simple pinned“Report”that is just a Static Content block with links to important resources.Start name with“.”to make Slate display it first.R

14、EQUEST TYPESTech IssuesUrgent problems with existing functionality,bugs,or similar problems.Ongoing urgent review and implementation.Report or Data RequestsRequests for help with queries or reports for internal use.Ongoing review and implementation.Change RequestsNew features needed mid-cycle.Ongoin

15、g review and implementation.System Enhancement RequestsNew projects or other big enhancements implemented for the next academic year.Reviewed in April/May and implemented over the summer.One form makes it easy for everyone to submit requests,and for us to move requests between types based on the“Why

16、”and practicalities.Approval and ExecutionOPEN SUBMISSIONS,TIERED GOVERNANCEOPEN SUBMISSIONS Empower everyone to make requests Leadership pre-approval encouraged,not required Targeted reminders to submit requests,especially to new staff Request denied?Explain reason and suggest alternative solutions

17、 for submitters“Why”Spread the word about completed projectsTIERED GOVERNANCE Core Tech Issues team(7 members)Slate Captains and other tech-focused staff Weekly meeting Initial review of requests,discuss and implement projects Technical Systems working group(15+members)Larger meeting with representa

18、tion from all stakeholders Meets less regularly Review and discuss requests and issues that require broad input,share informationAPPROVAL Request submitted Tech Issues Team reviews Is it possible?Does it merit larger discussion?Assign request to team member Tech Systems Working Group discusses neede

19、d How does it impact all stakeholders?EXECUTION If denied:Explain to requester If approved:Assigned Tech Issues Team member works with submitter and others to implement Asana for task management Communicate completed request via email or Tech Tips digest as needed2022-2023 BY THE NUMBERS 2022-2023 T

20、ech Issues and Change Requests 92 tech issue tickets 108 change requests 2023 Enhancements 127 requests 105 approved Most to be completed by August 31,2023TEAM BUILDING AND SLATE GOVERNANCE Open submissions=More,better ideas Core Tech Issues team empowered to act quickly when needed Tech Systems Wor

21、kgroup gives all interested groups a voice Room for staff of all levels to get involved and build knowledge and skills Take advantage of new staff from other teams,have them share good ideas from old institutionAbout this Presentation Least technical topic I have ever submittedNothing mind blowing a

22、t all and probably nothing new for experienced Slate schoolsGeneral tips-and-tricks weve learned over the years to make our lives easierMost of these arent my ideas but are things my team,past and present,have donePhilosophy on Cycle Prep My motto is:Always be PreppinBuild everything you can in a wa

23、y that minimizes year-to-year maintenanceRound and Period Structure Structure periods and rounds in a way that makes sense for your institutionWe allow students to apply for summer/fall(one app in this grouping)and again in springWe have both a summer/fall period and a spring period per yearAllow mu

24、ltiples is disabled per round and per period,so students are limited to one per roundRound and Period Structure Always join to lookup round and write filters using round keys instead of just roundAdd Export Values to your periods and rounds that you can use in queries and reports laterThese can allo

25、w you to make evergreen queries in app logic that will just work year-over-year without having to touch themMigrating Rounds and Periods Each year,we create copies of our main current rounds and periods and prepend with the year on the name and keyRun queries to migrate to new roundPopulation Rules

26、for Reporting Build reporting Populations you set with rulesUse these populations in year-over-year reportsDuring cycle prep each summer,run a quick retro-refresh per population to update the data(recommend doing this on an evening or weekend)No updates needed for reports at all(except maybe some la

27、bels)Queries and Reports Use export values and translation tables in promptsMake evergreen filters in app logic or other areasAlso helpful for grouping by in reportsQueries and Reports Use export values and translation tables in promptsMake evergreen filters in app logic or other areasAlso helpful f

28、or grouping by in reportsQ&AContact usIan CrovisierNew York UniversityUndergraduate AdmissionsIan.Crovisiernyu.eduSeth FilkinsUniversity of GeorgiaUndergraduate AdmissionsSethFuga.eduJasmine SolomonNew York UniversityUndergraduate AdmissionsJasmine.Solomonnyu.eduBONUS:SELF-REPORT AND SCHOOL-REPORTED

29、 TESTING FORMS Built forms for unofficial standardized and English testing to be mostly evergreen Date bounds do need to be updated yearly over the summer but set up to be broad so no rush to do soBONUS:Translation Codes+Deliver and Decision Letters100+Non-Degree/Non-Credit Programs share the same deliver mailings and set of decision letters admit,waitlist,and deny Translation Code merges in content based on program codeContent blocks triggered by program code used as neededBONUS:Translation Codes+Decision Letters#SlateSummit