Case Study with BWF: Queens University of Charlotte, Advancement

The Slate Preferred Partner Program puts meaningful implementation and maintenance support and streamlined product integration at your fingertips through the work of established organizations in the higher education community. This series highlights some of the ways in which they can help you in your Slate journey. 

When Queens University of Charlotte converted to Slate several years ago, a short implementation period coupled with staff turnover resulted in their new Advancement instance not being fully leveraged. The current team knew there was more they could do to utilize all the tools and features available to them, so they turned to Platinum Preferred Partner BWF for a full system assessment of the functional and data components of their Slate for Advancement database.

Following the assessment, they then collaborated with BWF to prioritize and implement system improvements in system configuration, data, and reporting, before turning their attention to enhancing the CRM and utilizing the many customizations available to help the Advancement team work smarter and with more confidence.

Investing in BWF’s expertise and collaboration has proven invaluable. Our assigned consultant, Gina Mandros, offered not only her vast knowledge and creativity in working with Slate, but also her compassionate understanding for the change management side of the work. Because of BWF, my team went from having severe misgivings around our CRM to being excited about how to better leverage it to elevate their work.
— LoriAnn Summers, Vice President of Advancement | Queens University of Charlotte, Advancement

Read the full story and learn more about the Slate for Advancement implementation services offered by BWF.

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