One institution, seen whole.
Advancement, enrollment, student success, and career services each hold a fragment of the same person. Latte reads across all of them and does the work, with your approval on every write.
Build the fall board packet: persistence, completion by aid package, and application volume.
Pulled from Banner, Slate, and Raiser's Edge NXT and reconciled to census dates, so all three offices are counting the same students. Every figure links back to the query that produced it.
Institutional overviewFall 2026 · census18,340 students
Credit load and first-year persistence
Six-year completion by aid package
Applications by term
Fall persistence88%Students18,340What will the board push on?
The completion gap. Merit students finish 22 points ahead of Pell students, but Pell students who also get institutional aid finish at 79%, so the driver is packaging rather than preparation. I can pull that cohort and the aid history behind it.
Ask across Banner, Slate, Raiser's Edge NXT, Handshake…
Your systems need an interior for each other.
The SIS knows a student. The CRM knows a donor. The career platform knows an alum. Nothing in the stack knows they are the same person, so the work of joining them falls on staff.
Identity resolutionDaniel Osei '145 systems
Raiser's Edge NXTDonor · $2,400 lifetime · last gift Apr 2025Match
BannerAlumnus · BS Business, class of 2014Match
SlateParent inquiry submitted Mar 2026Close
HandshakeEmployer contact · Northgate MedicalMatch
VolunteerHubAlumni mentor · 3 students this yearMatch
One person, assembled from five records that never spoke to each otherResolved
One person, five records.
Latte resolves the same human across every system that holds a piece of them, and keeps that join current as the records change. Nothing is copied into a new system of record.
Run the freshman mentorship program for the business school.
Assembled from three offices. Advancement holds the mentors, the registrar holds the students, career services holds the employer data. Nothing sends until you approve.
212 alumni mentors, opted inRaiser's Edge NXT + VolunteerHub · AdvancementReady
340 first-year studentsBanner roster · RegistrarImported
186 matches on major, city, and employerHandshake · Career servicesProposed
Monthly check-ins and hours logged backVolunteerHub · through the full termScheduled
Access stays per office
212 invitations sent · 186 matches queued
Logged in Raiser's Edge NXT and Banner · Check-ins run all term · Approved by M. Alvarez
Programs no one office could run.
Mentorship, career pathways, retention outreach, parent giving. The work that spans departments is the work that never gets done, because assembling it by hand takes a term. Latte assembles it, sends it, and keeps the check-ins going after that.
See Latte in action.
Pick a department. Each one hands Latte the work that spans its systems.
Who should the gift officers see on the Boston trip?
Pulled from Raiser's Edge NXT, filtered against the travel dates in Outlook and last contact in the CRM. 34 alumni in the metro are worth a visit, ranked by capacity and time since last touch:
Visit listBoston metro · May 4 to 834 alumni
NameLifetimeLast touchCapacity
Priya Raman '02$24,50014 months96
Daniel Osei '14$2,4009 months91
Marisol Reyes '98$41,00022 months94
Draft the meeting requests and hold the slots.
Drafted 34 requests from each officer's address, with holds on their calendars. Nothing sends until you approve.
To Priya RamanTue May 5, 9:30 AM · officer: M. AlvarezDraft
To Marisol ReyesWed May 6, 2:00 PM · officer: M. AlvarezDraft
+ 32 more · calendar holds pending
34 requests sent · holds placed
Logged as contact reports in Raiser's Edge NXT · Approved by M. Alvarez
Which admitted students are we about to lose?
Cross-checked Slate deposits against aid packaging in Banner and portal activity. 212 admits have gone quiet past the usual point, and the pattern is mostly aid, not interest:
Melt riskFall 2026 admits212 of 3,140
Aid package viewed, no depositSlate portal · Banner packaging128
Award letter never opened14 days since release54
Deposit started, not completedPayment abandoned30
Get the counselors on it.
Split by territory and drafted outreach in each counselor's voice, aid questions answered from the student's own package.
New England · 74 studentsCounselor: J. WhitfieldDrafted
Mid-Atlantic · 61 studentsCounselor: R. CastellanosDrafted
+ 3 territories · nothing sends without the counselor
212 drafts released to 5 counselors
Each counselor sends from their own account · Activity written back to Slate
Flag first-years who are slipping before midterms.
Combined Canvas gradebook and attendance with credit load in Banner. 68 first-years match more than one early signal. Advisors are already assigned, so I grouped them that way:
Early alertsFirst-year cohort68 students
Two or more missed assessmentsCanvas · last 3 weeks31
Attendance below 70 percentTwo or more courses22
Dropped below full-timeBanner · aid at risk15
Book the advising check-ins.
Matched each student to their assigned advisor and found times in both calendars. Invitations are drafted, not sent.
D. Whitfield · 24 studentsSlots found this weekReady
A. Cole · 19 studentsSlots found this weekReady
+ 25 students across 3 advisors
68 check-ins booked
Alerts closed in the student success system · No grades or notes left the platform
Find alumni who can host spring externships.
Matched employer contacts in Handshake against alumni records in Raiser's Edge NXT. 96 alumni sit at employers that already recruit here, and 41 are in fields students asked for this term:
Alumni at partner employersSpring externships96 matched
AlumEmployerFieldStudents waiting
Daniel Osei '14Northgate MedicalHealth admin12
Chandra Balan '09Rainier TechSoftware18
Tasha Boyd '11Evergreen Credit UnionFinance7
Ask them, and copy their gift officer.
Drafted the ask for each alum, with the advancement officer on the thread so the relationship stays in one place.
To Daniel Oseicc: M. Alvarez, advancementDraft
To Chandra Balancc: M. Torres, advancementDraft
+ 39 alumni in requested fields
41 asks sent · officers copied
Logged in Handshake and Raiser's Edge NXT · Replies route to career services
Build the trustee packet for the March meeting.
Assembled from four systems on the same definitions the cabinet used last cycle, so the numbers reconcile with the last packet. Every figure links back to its source query.
Trustee packetMarch 20264 sources
Enrollment and persistenceBanner · census dates appliedReconciled
Admissions funnel and yieldSlateReconciled
Giving and campaign progressRaiser's Edge NXTReconciled
Aid and net tuition revenueBanner finance2 definitions to confirm
Every figure links to the query that produced it
Ask about a student, a donor, a cohort, or a term…
Every system, one operating picture.
Latte connects to the CRM, SIS, and engagement platforms your institution already runs, inside the access each office grants it.
Audit Log4 of 12 entriesEvery action, who approved it
14:31:052026-04-20M. AlvarezApproved send, reunion invitescompleted
14:29:402026-04-20Latte AI AIDrafted reunion invitepending
11:05:122026-04-20M. AlvarezApproved import, student rostercompleted
09:40:312026-04-20Latte AI AIDetected potential duplicateflagged
Governed by design.
FERPA compliant and HECVAT ready. A person approves every write, the log shows who approved what, and each office grants its own access. Documentation on request.
Book a demoLet's grab a Latte?
A short walkthrough with the Latte team.
Book a demoSecurity documentation on request.
