1、Change Management:Designing for What You Want vs What You Have Excerpts from a Slate JourneyKeith McCantsQueens University of CharlotteChange Management:Designing for What Change Management:Designing for What You Want vs What You HaveYou Want vs What You HaveExcerpts from a Slate JourneyExcerpts fro

2、m a Slate JourneyQueens UniversityWhy Me?!Why Me?!Queens UniversityQueens University Fast FactsQueens University Fast Facts Founded in 1857 Private,Co-educational Co-educational in 1987 Undergraduate,Graduate and Certificate Programs 1,873 total students 10:1 student-to-faculty ratio Average class s

3、ize is 15 students 98%receive financial aid 96%placement rate Joined NCAA Division I July 1,2022(ASUN)Queens UniversityWhy Me?!(continued)Why Me?!(continued)Commonality with othersThree Slate instancesUndergraduate Implementation(2016-2017)Graduate Implementation(2016-2017)Advancement(September 2021

4、)Queens has experienced staff turnover Queens does NOT have unlimited resourcesI was not personally involved in the implementationQueens UniversityPersonal BackgroundPersonal Background Career HighlightsInsurance industryRetirement services divisionIT project teamSystems support specialistRetail Ins

5、titutional Asset ManagementSystems Business AnalystInstitutional Asset Management Non-ProfitCRM Business AnalystApplication primary owner for other vendor applicationsSQL Server training Pertinent Volunteer HistoryAdmissions interviewer since mid-1990sPresident of local alumni club 2-year termQueens

6、 UniversityThe Big Shift-Higher EducationThe Big Shift-Higher Education“Senior Associate Director of Enrollment Operations”(Jan 2019)Lead a team supporting the Slate instance for the recruitment of undergraduate classes Hiring supervisor on paternity leave,did not return Role was vacant for approxim

7、ately one year prior to my arrival Early Observations Departments and their users are housed in different buildings on campus High dependency on excel worksheets and word documents outside of Admissions area Monthly paychecksQueens UniversitySurprise!First Year Chaos&Turmoil ResultSurprise!First Yea

8、r Chaos&Turmoil ResultWhile still learning Slate terms.PeopleStaffCampus PartnersExternal vendors Processes Workflows Deliverables Critical cycle dates Graduate applicationsThese are things I did to survive and advance:Lots of listening and learningTriageBuilding your personal Slate terminology vern

9、acularBuild work relationships with users and interested partiesIdentify low-lift,high return automation opportunitiesSolicit(campus partner)feedback and inputQueens UniversityThe Next Shift-AdvancementThe Next Shift-AdvancementQueens University of Charlotte Slate Strategist(March 2022)Brand new pos

10、ition(under VP of Strategy)“Consultant role”working with teams supporting the Universitys Slate instancesOutside disruption:Buying&Selling a house of 23 yearsThese are things I continue to do to survive and advance:Lots of listening and learningTriageExpand your Slate toolboxBuild relationships with

11、 users and interested partiesIdentify low-lift,high return automation opportunitiesSolicit(campus partner)feedback and inputQueens UniversitySimilaritiesSimilaritiesAssigned StaffTravelEventsCommunicationsVolunteer EngagementReporting(Financials)External systems/interfacesDocument ManagementOpportun

12、itiesFin Fin SvcsSvcsEnrollmentEnrollmentAdvancementAdvancementYesYesYesYesYesYesYesYesYesYesYesYes Not reallyYesYesYesYesYesYesYesYesYesYesYesYesNot reallyYesQueens UniversityKey Differences between Advancement&EnrollmentKey Differences between Advancement&EnrollmentSystem of record considerationsD

13、ont run retention policy over the summerWhen does advancement system of record begin?Tax deductible donations are NOT enrollment depositsTracking deductible amountsCompanies and foundationsEvents may invite the general public aka non-constituentsGifts vs Pledges vs“Recurring Gift”Queens UniversityHo

14、w do you navigate“this”?How do you navigate“this”?Associate people&processAssess your understanding of the user baseAssess your understanding of the user baseTechnology comfort levelTechnology comfort levelUsers current state of mindUsers current state of mind(perennial firefighter focused on surviv

15、ing or power user already looking to leverage the platform)(perennial firefighter focused on surviving or power user already looking to leverage the platform)Understand others communication styles both about their work&Slate to build working relationshipsUnderstand others communication styles both a

16、bout their work&Slate to build working relationshipsAssess your familiarity with the instance(s)Assess your familiarity with the instance(s)Roles and user responsibilitiesRoles and user responsibilitiesUnderstand how Understand how*wellwell*the implementation went the implementation went Understand

17、the quality of the underlying dataUnderstand the quality of the underlying dataUnderstand the database modelUnderstand the database modelUnderstand external data sources and integration schedulesUnderstand external data sources and integration schedulesBe able to identify non-user decision-makers,st

18、akeholders,and interested partiesBe able to identify non-user decision-makers,stakeholders,and interested partiesQueens UniversityBuild positive momentum with your users-“Do No Harm”Build positive momentum with your users-“Do No Harm”OK to start smallExcel tipsPersonalization suggestionsHighlight un

19、used built-in features(Re)Introduce project management and change control proceduresHave high confidence in the quality of your proposed solution(Test Environment)Deploy resources available through Clean Slate Share how methodology and design details are documented Communicate priorities to constitu

20、ents Helpful for leadership reinforcementQueens UniversityExamples Quality of Life GUI FeaturesExamples Quality of Life GUI Features Query results search boxEmail preview for desktop&mobile Queens UniversityMore Complex Example Quality of Life AutomationMore Complex Example Quality of Life Automatio

21、n Relationship Officer Assignment HistoryEntityWeb service Source Format/Upload DatasetQueens UniversityRecommendationsRecommendations Become more familiar with the Slate Dedicate time to bolster your skills Build your personal network of Slate peeps Engage in the user communities Engage in Slate Co

22、mmunity Forums*Become a better navigator of the Slate Online Resources Remember to celebrate successes(by documenting them)Remember to celebrate successes(by documenting them)!Remember to celebrate successes(by documenting them)!Queens UniversityConclusionConclusion Change is constantChange is const

23、ant Personal circumstancesPersonal circumstances Technology featuresTechnology features Employee turnoverEmployee turnover Shifting deadlinesShifting deadlines Position yourself for success by:Position yourself for success by:Knowing the roomKnowing the room Being confident of the outcomesBeing confident of the outcomes Anticipating disruptionsAnticipating disruptions Being flexible and agileBeing flexible and agile Having open lines of communicationHaving open lines of communicationQueens UniversityQuestionsQuestionsQueens UniversityThank you#SlateSummit