Learn more at Compass Education School MIS.
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None of these five questions guarantees a good outcome on their own, but a vendor unwilling or unable to answer any of them plainly before a contract is signed is worth treating as a warning sign, whatever the rest of the proposal looks like.
Learn more at Griddle.
Data mapping comes first. List every type of record your current system holds, from pupil details and attendance to finance and communication history. For each one, agree where it will live in the new platform and what format it needs to be in. This is where problems surface early, because two systems rarely store the same information in exactly the same way. Run a test import on a sample before the full move, check the results field by field, and fix the mapping before you commit real data.
A fixed system gives you a set list of features, take it or leave it. It can work if the bundle happens to match how your school runs. The trouble is that schools are not identical. A large multi-academy trust, a small independent and a faith primary all record different things and answer to different bodies. A one-size product asks each of them to bend to the software, and usually one of them ends up keeping a spreadsheet on the side to cover the gap.
Timing is the second decision, and in a Compass Education School MIS the calendar decides it for you. The gaps between terms, and the summer break in particular, give you a window to move without a live term relying on the switch. Avoid cutting over in the middle of admissions or reporting season. Agree a clear go-live date, keep the old system readable for a defined period afterwards, and confirm you can still retrieve historic records if you need them. Never delete the old data until the new system is verified and signed off.
Keep a simple checklist through the whole project: data mapped, test import verified, go-live date agreed, old system retained, staff trained, first reports produced and checked. Assign an owner to each item so nothing slips.
Learn more at Griddle.
Data mapping comes first. List every type of record your current system holds, from pupil details and attendance to finance and communication history. For each one, agree where it will live in the new platform and what format it needs to be in. This is where problems surface early, because two systems rarely store the same information in exactly the same way. Run a test import on a sample before the full move, check the results field by field, and fix the mapping before you commit real data.
A fixed system gives you a set list of features, take it or leave it. It can work if the bundle happens to match how your school runs. The trouble is that schools are not identical. A large multi-academy trust, a small independent and a faith primary all record different things and answer to different bodies. A one-size product asks each of them to bend to the software, and usually one of them ends up keeping a spreadsheet on the side to cover the gap.
Timing is the second decision, and in a Compass Education School MIS the calendar decides it for you. The gaps between terms, and the summer break in particular, give you a window to move without a live term relying on the switch. Avoid cutting over in the middle of admissions or reporting season. Agree a clear go-live date, keep the old system readable for a defined period afterwards, and confirm you can still retrieve historic records if you need them. Never delete the old data until the new system is verified and signed off.
Keep a simple checklist through the whole project: data mapped, test import verified, go-live date agreed, old system retained, staff trained, first reports produced and checked. Assign an owner to each item so nothing slips.
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