The process of launching your Slate database can be an intimidating one, but it doesn’t have to be. Having completed hundreds of implementations with institutions of all types, the RHB team has developed a pre-flight checklist and identified best practices for both first-time implementations and ongoing cycle prep to help you navigate your start with…Read more
Author: Abigail Molen
What’s Next? Approaches to Implementing New Features and Processes in Slate
Senior Technology Consultant Abby Molen outlines a phased approach. The number one question my clients asked after this year’s Slate Summit was, “Where do we start?!” The onslaught of new features and system enhancements can be overwhelming for new and seasoned users, and this year’s list was especially intimidating, with a wide variety of changes…Read more
RHB on the Slate Stage: The Art of Automations
For Slate users, one of the biggest efficiency wins that we hear extolled over and over by users is found within Rule Builder, where we’re able to replace many of those previously manual business processes with streamlined automations that essentially do the work for us. But, sometimes, these opportunities can trip us up. One the…Read more