EP. 045 – Edtech Thought Leader Q&A: Ben McGowan, Head of IT and Digital, Ted Wragg Multi Academy Trust and Simon Denham, Procurement & Strategic Sourcing Specialist

Our next #FinnemoreFireside is with Ben McGowan, Head of IT and Digital at Ted Wragg Multi Academy Trust and Simon Denham, a Procurement & Strategic Sourcing Specialist they worked with on their recent procurement of an MIS for the Trust.

 

I’ve known Ben for many years from his time at Scomis, and I was lucky enough to work with him at Capita for a short period. A couple of years ago he took up his current role leading the IT and digital strategy at Ted Wragg Trust so when the Trust was looking at MIS options back in 2022, I was delighted to be asked to give my thoughts on “the art of the possible” when it comes to planning for the future needs of the Trust and what MIS can help you achieve. It was there I met Simon Denham as Ted Wragg MAT had engaged him to advise on the procurement process to ensure it was thorough, compliant, and achieved the very best for the Trust and academies.

 

This fireside chat aims to share insights on procurement in the education sector, particularly regarding Management Information Systems (MIS), so if MIS procurement is your thing, or is on the horizon for your school(s), Trust or academies, then this conversation is for you.

 

In it, we discuss, amongst other things:

  • The triggers for procurement include changes in terms and conditions by incumbents exceeding financial thresholds
  • Ted Wragg MAT’s initial thinking behind engaging with specialists, and Simon’s thoughts on managing procurements in the education sector and starting position.
  • How important it was to collaborate and gain stakeholder buy-in, with an emphasis on consulting key stakeholders in schools.
  • Defining a transparent and fair procurement process including clear specification and evaluation criteria followed by independent scoring and detailed feedback to suppliers.
  • Lessons from recent MIS procurement pitfalls, including impermissible discounts and breaches of procurement laws.
  • The key risks and potential pitfalls identified, strategies to mitigate against them, and all additional considerations during the procurement process.
  • The difference between price point and value for money in tenders, and the need to prioritise value over price.
  • An assessment of the initial work’s impact on implementation and adoption, reflections on their education procurement experience, and potential changes for the future.
  • Ben and Simon’s thoughts on a preferred approach for future procurement exercises, and the best ways to support schools and authorities in navigating procurement processes effectively

 

Hope you find it useful, feel free to ask any questions in the comments.

 

Enjoy!

 

 

 

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Working with MIS

We’ve been lucky enough to have worked with most of the maintained MIS suppliers including SIMS (then owned by Capita), Arbor, IRIS Ed:gen, Pupil Asset, and, at the time of writing, working with Bromcom as they grow their user base across the UK.

We’ve recorded tons more #FinnemoreFireside chats on the topic of MIS with MATs, school leaders, support teams, suppliers and independent consultants which you can find here or subscribe to our You Tube channel for regular updates.

Other brilliant free, independent resources we’d recommend you take a look at include WhichMIS and BringMoreData. We also run a LinkedIn group ‘The Future of MIS’ which seeks to understand the new role of MIS in schools and explore what it will look like in the future – come and join the conversation 🙂

Unlocking Value: how do you get the best return on investment?

In the education sector where every pound spent should contribute to the holistic development of students, the procurement process plays a crucial role. However, it’s not just about finding the lowest price; it’s about identifying the best value solutions that align with the specific needs of the school. And the quest for the best value goes beyond the price tag. 

 

The Challenge 

Many schools and trusts in the UK find themselves navigating the complex landscape of procurement without the guidance of a specialist. Often, that role must be covered in-house and staff often wear multiple hats, so the responsibility of buying high-cost and high-risk goods and services can feel risky and resource-intensive. Schools are also inundated with marketing materials, sales calls, and emails which can further complicate decision-making, leading many schools to stick with incumbent suppliers for a sense of security, even if it doesn’t always translate to the best value. 

 

 

Other things need to be taken into consideration: 

 

Diverse Procurement Landscape: Schools should recognise the diversity within the procurement landscape. Not all suppliers are created equal, and exploring alternative options can be the key to unlocking better value. A dedicated procurement specialist can help schools navigate this landscape efficiently. 

 

Time and Resource Constraints: Understanding the time and resource constraints that school staff face is crucial. Procurement processes need to be streamlined and straightforward, allowing staff to focus on their primary responsibilities. This includes minimising the administrative burden associated with purchasing decisions. 

 

Breaking the Incumbency Bias: The inclination to stick with incumbent suppliers can be a common challenge. Schools should evaluate whether the existing partnerships genuinely provide the best value or if exploring alternatives could lead to cost savings, improved services, or both. 

 

Supplier Relationships: Building and maintaining relationships with trusted partners is essential. Schools should prioritise suppliers who not only offer competitive pricing but also understand the unique needs of the education sector and are committed to providing quality services. 

 

 

So what is the best way to tackle procurement to get the best value and return on investment? 

Invest in Procurement Expertise: Consider allocating resources to a dedicated procurement specialist or look to your Support Team for help and ideas. This investment can significantly streamline the procurement process, ensuring that the school gets the best value for its money. 

 

Implement Technology Solutions: Explore technology solutions that can simplify the procurement journey. E-procurement platforms (e.g. G-cloudScoStore) can centralise information, provide insights into supplier performance, and facilitate a more transparent and efficient process. 

 

Regularly Review Supplier Relationships: Conduct regular reviews of supplier relationships to ensure they align with the school’s evolving needs. This practice can help identify opportunities for improvement, renegotiation, or exploration of alternative options. 

 

Encourage Competition: Foster an environment that encourages healthy competition among suppliers. This can lead to more competitive pricing and innovative solutions, ultimately benefiting the school. 

 

Educate Staff on Procurement Best Practices: Provide training for staff involved in the procurement process. Educating them on best practices, including how to assess value beyond price, can empower them to make informed decisions. 

 

 

By understanding the complexities of the procurement landscape, acknowledging the challenges faced by staff, and implementing strategic recommendations, schools can get the best value for their investments. Ultimately school leaders and those with procurement and finance responsibilities want to ensure that every pound spent contributes to the success and well-being of the students they serve, so arming yourself with knowledge and support beforehand and exploring all the options out there is a great first step. 

EP. 043 – Edtech Thought Leader Q&A: Ollie Burnett, Coventry City Council

We’re delighted to welcome one of our LA Support Team colleagues to our #FinnemoreFireside chats. A huge thank you to Ollie Burnett, Systems Lead at Coventry City Council, who talked to me about their work with schools and plans for the future.

Ollie has been in education since 2003, is passionate about education and aims to improve the experience for students and teachers through his work. It’s a great conversation and, amongst other things, we talk about:

 

  • Having a vision for the future relies on consultation with the SLT, partnering with more suppliers, but ultimately listening and then delivering for their schools and MATs.

 

 

  • The importance of Support teams to schools in helping them navigate software and processes.

 

  • How User Group sessions and sharing best practices among schools are promoted to enhance learning.

 

 

  • Support teams are becoming more consultancy-based in the future and collaborating closely with multi-academy trusts (MATs) to meet school needs.

 

Ollie also chats about the process they went through during their recent MIS switch and why they chose Bromcom. In total, 75% (45) of Coventry’s LA-maintained schools chose to move both MIS and Finance, with the Authority implementing the switch in only 3 weeks by working in a 3-way partnership between the Coventry Support Team, the schools and the supplier. It can be done!

 

 

 

 

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Working with MIS

We’ve been lucky enough to have worked with most of the maintained MIS suppliers including SIMS (then owned by Capita), Arbor, IRIS Ed:gen, Pupil Asset, and, at the time of writing, working with Bromcom as they grow their user base across the UK.

We’ve recorded tons more #FinnemoreFireside chats on the topic of MIS with MATs, school leaders, support teams, suppliers and independent consultants which you can find here or subscribe to our You Tube channel for regular updates.

Other brilliant free, independent resources we’d recommend you take a look at include WhichMIS and BringMoreData, We also run a LinkedIn group ‘The Future of MIS’ which seeks to understand the new role of MIS in schools and explore what it will look like in the future – come and join the conversation 🙂

Workshop Success: Creating Messaging and Value Propositions with Fusion Education

It’s not every day you get to combine your passion for product marketing with a fantastic team, and yesterday was one of those days! I had a great time delivering a workshop on Messaging and Value Propositions with Fusion Education People Solutions, and here’s why:

1. Working with the Fusion Education People Solutions team was an absolute delight.

Their enthusiasm and dedication to improving their messaging and value propositions were infectious. It’s inspiring to collaborate with professionals who are committed to enhancing their skills and delivering top-notch results to their clients.

2. Interactive Learning.

Our workshop was all about hands-on learning, and everyone was eager to dive in. From empathy mapping to defining unique value propositions, the participants were engaged, asked thoughtful questions, and shared their own experiences.

3. Team Collaboration

Fusion Education People Solutions fosters a culture of collaboration and creativity. The team’s willingness to brainstorm, refine ideas, and explore new approaches was truly impressive – it will undoubtedly set them apart in their industry.

Thank you, Fusion, for inviting us to work with your team.

To all the participants, keep honing those messaging and value proposition skills! Your dedication to improvement will undoubtedly lead to great success 💪

 


 

Curious?

This workshop was designed to brainstorm key concepts around marketing strategy. We provide a fresh pair of eyes on areas which need to be revisited often to remain competitive, the objective being to create compelling messaging and to highlight the areas which could be better developed in order to grow market share. If you’d like to discuss something similar for your business, drop me an email at nick@finnemoreconsulting.com.

 

EP. 042 – Business Thought Leader Q&A: Lyndon Stickley & Sam Curtis, Iplicit

Our first #FinnemoreFireside of this academic year is with Lyndon Stickley (CEO) and Sam Curtis (Customer Service Director) from iplicit where they discuss, amongst other things, their company’s growth in the education sector.

 

iplicit offers a cloud-based finance and management software solution, tailored for frustrated on-premise legacy software users and establishments that have outgrown entry-level software. It’s a really insightful discussion and we cover topics including:

 

  • The importance of change in the education sector, and the need for flexibility and adaptability in finance and management systems.
  • The evolution of MATs and whether they should be expanding on their requirements when going out to tender for a Finance system – or any system – to include areas of their strategy
  • 3 pillars of change
  • The challenges of moving from on-premise systems to cloud-based solutions and the importance of post-implementation support.
  • How systems need to continue to disrupt, innovate and develop to stay ahead of the game, and how this can be difficult for large or incumbent companies
  • Maintaining partnerships with customers and reducing any friction to ensure the customer has the best experience.
  • The significance of listening to the market and customers’ needs for successful change and growth in the education sector.

 

Enjoy!

 

 

 

What’s Next for School Support Teams? Own Your destiny!

There’s been a huge amount of change in the school MIS sector in the last 5 years. The make-up of MIS market share is completely turning on its head, and the landscape continues to move towards one where academisation dominates and the number of maintained schools gets smaller each year.

 

It can feel like a scary time for a lot of teams; over the years some have ceased to exist as they just weren’t sustainable for their local authorities. Others have grown and gotten stronger, sometimes joining up with neighbouring teams or striking out on their own as separate commercial entities. The school support market continues to be an exciting market with lots of opportunities – something many private equity companies can see as they acquire in this sector.

 

We’re often asked what’s next for support teams, so in this blog, we’ve outlined what to avoid and what to try and focus on instead.

While it may not be possible to make all these changes immediately, it’s worth having a plan for what the edtech and school management landscape might look like in 3-5 years’ time. What will your value and unique offer be as a team? Will your revenue be dependent on certain suppliers and, if so, what are the potential consequences?  Owning your own destiny is about ensuring your revenue is not tied to suppliers, but instead to all the value your offer outside of product support.

Try not to be too dependent on financial incentives that come from suppliers for signing your schools up to their products.

 

Being able to achieve revenue from school management suppliers via favourable licence deals, rebates and referral fees has been the traditional model for some time. However, it’s a risky strategy for support teams in the future:

 

  • They can be pulled very easily by the supplier once you’ve got all your schools on their product – many support teams will likely have experienced something like this. Incentives provide a revenue stream in the short term, but it can easily be threatened.

 

  • A big part of your uniqueness and value as a Support Team is that you’re independent and trusted, but this standpoint can be challenged on ethical grounds if you suggest one solution above all others based on financial kickbacks/incentives.

 

  • Being a support partner for solutions can often result in a financial rebate from the supplier (in the case of MIS this is usually around 20% of the annual subscription price for all those with support partner programmes in place) but what happens if this arrangement is pulled in the future? What you offer schools is far more than just product support. You support the processes, not the products, and your SLAs and services can really focus on the additional value you provide over and above user support in a way that supplier SLAs cannot.

 

So how will you adapt your team and your business to be a truly agnostic and independent partner to your schools? Here are our ideas:

 

1. Continue to advocate on behalf of your schools and seek the best value for them.

 

As a support team, you are still your schools’ no. 1 point of contact for most things and will often have a close relationship with them spanning many years (or even decades!). This is so important to schools; these strong relationships are built on trust and there are many ways you can ensure their best interests are at the centre of what you do:

 

  • Helping coordinate aggregated purchases means you can access discounts for your schools which can be passed back directly to the schools, ensuring they get the best value.

 

  • Being the provider of support for those solutions means you can offer an enhanced SLA to schools which is much more than just product support; it helps them use the solution as part of their overall SDP which provides them with far better value.

 

  • Support teams are able to help schools navigate the procurement process which might feel daunting for schools on an individual level. Helping your schools through a well-thought-out procurement process can make a huge difference to them—both financially, by releasing cashable savings, and by maximizing social benefits for your schools and the wider community.

 

 

2. Look for more ways to add value, new ways to help your schools and create additional partnerships.

 

It’s hard to survive as a team if you only offer IT support, even harder if your support is limited solely to MIS. There are tons of technology-enabled systems and services required by schools and only a fraction of these is usually delivered within an MIS (see below):

Original image courtesy of Chris Kirk, CJK Associates

 

Consider:

  • Are there other staff-related areas you could support such as HR or payroll? If so, have you considered a partnership with an excellent software solution such as Fusion/SAM People?

 

  • Are there other operational school management areas you could support such as safety and compliance? Have you considered creating a channel partnership with a supplier such as iAM Compliant to add value for your schools?

 

  • Could the range of school management-related services be extended if you were to work in partnership with other support teams across the country? We’re seeing more and more teams work together in order to be able to deliver a personalised service to their local schools, but also to the MATs they support which often span the width and breadth of the UK. Teams such as OSMIS and SCOMIS do just this to provide an exceptional level of support to their schools and help them use their MIS to truly improve outcomes.

 

  • Could you elevate your conversations to truly understand the pain Heads and MAT leaders experience and support their School Development Plan or the MAT strategic plan? This could be through getting the best out of technology, becoming more sustainable, reducing the cost of ownership, automating processes, getting more out of the data – the list goes on.

 

Support Teams offer so much to schools, academies and Trusts in the way that they help reduce friction for them. You can do everything from uncovering awareness of needs, understanding their portfolio of all solutions and making recommendations and driving usage, to helping the procurement process, supporting transitioning and onboarding, ensuring MATs/schools are getting the greatest value from the solution and supporting schools to hit their climate and net-zero targets.

 

Owning your own destiny is about ensuring the revenue you generate is in your hands, not the hands of product suppliers. There are tons of brilliant ideas out there which will help make it a possibility; in this blog, we’ve listed just a few but we’re always happy to share best practices so get in touch if you’d like to discuss.

 

Free MIS Discovery Sessions for Schools, Academies & Trusts this September

On the back of a LOT of requests from schools, academies, partners and MATS, this September we were pleased to independently host a series of MIS Discovery Sessions.

With everything going on in the MIS market at the moment, schools have a real appetite for understanding all the MIS+Finance options available to them. They told us they’d like to take a look at all the MIS options available in England & Wales so this month we were pleased to host the three largest multi-phase, cloud-based school MIS+Finance suppliers: Bromcom, Arbor and IRIS Ed:gen.

Who were the Sessions for?

We hosted the MIS Discovery Sessions as virtual events which are completely free of charge to participate in and to attend. The sessions were open to all schools, MATs and academies in England and Wales, plus anyone else from the sector who’d like to find out more.

 

What did the Discovery Sessions cover?

We asked suppliers to talk about how their MIS meets the needs of key people within schools (including business managers, SLT, teaching staff, finance, students, governors, and parents) and asked them all the follow the same agenda to make it easier to compare.
But it wasn’t just about the software; we also asked suppliers to talk about their organisation and culture, and what it’s like to work with them – especially when it comes to switching MIS. There was plenty of Q&A throughout each day and the goal was to help everyone feel confident about the options open to them and the next steps.

I was unable to attend, can I access recordings and information now?

Yes, all the suppliers are happy to share the recordings plus more info on everything discussed in the sessions, just click on the links below:

 

Bromcom MIS Discovery Session

Arbor MIS Discovery Session

IRIS Ed:gen MIS Discovery Session

Thank you to all the suppliers who took part, and to all the participants who joined us in the sessions. We had over 240 people register across the three days and the feedback has been great.
We’re looking to run further sessions in the future – watch this space!

EP. 041 – Business Leader Q&A: Chris Kirk, Director, CJK Associates

Our final #FinnemoreFireside of this academic year is with Chris Kirk of CJK Associates. Chris’ work is varied and he and his team support the mission of education by providing strategy, business planning, organisation design, operations, procurement and shared service advice to education organisations.

 

Chris works extensively with multi-academy trusts on vision, strategy, operating models and governance/finance reviews, so our Q&A session focuses on MATs and their needs, and what this means for suppliers – both now and in the future.

It’s a really insightful discussion and we cover topics including:

  • Fostering social responsibility in schools and achieving aspirations through clarity
  • How schools can contribute to society
  • Finding your mission: understanding and showcasing your unique capabilities
  • Unlocking the power of professional networks: how Trusts can make a difference
  • The challenge of ensuring adequate support for high-need pupils
  • Establishing a culture of consistency: How do you ensure a similar mission statement in new schools/academies?
  • The future of school groupings and the natural drift towards ten
  • When MATs stand firm and refuse to uphold the Regional Commissioner’s agenda
  • What is Collaborative Alignment? Achieving aspirations through group collaboration
  • The challenges facing schools as the educational environments change

 

We’d love to hear your feedback and comments below. Enjoy!

 

Why Won’t they Buy my Amazing Product? The Importance of the Discovery Phase in Product Creation

Why won’t they buy my amazing product?

Because you have built it for yourself, not for your customer’s needs!

 

As a product creator in the Edtech world, you may be eager to jump right into the development phase and bring your ideas to life. However, skipping the discovery phase can lead to serious problems down the line. In this post, we’ll explore why the discovery phase is so important and how it can help you create commercial products that truly meet the needs of schools and MATs.

 

The discovery phase is all about understanding whom you are building the solution for and understanding their needs and not wants. It involves conducting research, gathering insights, and validating assumptions to ensure that you are on the right track. Skipping this phase means that you are creating a product based on assumptions (even if you have been in the role) rather than actual data, which can lead to costly mistakes.

 

One of the main benefits of the discovery phase is that it helps you get under the skin of your target customer. This includes understanding their pain points, needs, and desires. By gathering this information, you can create a product that meets and solves their needs. This can lead to higher customer satisfaction and increased loyalty over time.

 

Additionally, the discovery phase can help you identify opportunities for innovation. By exploring the Education market and gathering insights, you may discover a gap that your product can fill. This can lead to a unique product that stands out from competitors and has the potential to generate significant revenue.

 

Furthermore, the discovery phase can help you save time and money in the long run. By identifying potential issues early on in the process, you can avoid costly mistakes down the line. For example, if you discover that there is little demand for your product, you can pivot early on before investing significant resources into development.

 

To conclude, the discovery phase is a crucial part of product creation that should not be skipped. By conducting research, gathering insights, and validating assumptions, you can create a product that truly meets the needs of schools and MATs. The discovery phase can also help you identify opportunities for innovation, save time and money, and avoid costly mistakes. By prioritizing the discovery phase, you can set your product up for success and positively impact your customers and your bottom line.

EP. 039 – Edtech Thought Leader Q&A: Derek Hills, Director of IT, Systems and Data at Ark

We’re kicking off the summer term with our next #FinnemoreFireside, this time with Derek Hills,  Director of IT, Systems and Data at Ark, a charity and network of 39 schools that aims to transform children’s lives through education.

 

Derek has a wealth of experience leading first-class Data and IT teams, having previously worked with other MATs including Harris Federation and David Ross Education Trust before taking up his role at Ark. He knows the MIS landscape well and we had an interesting chat about what the future of MIS might be, including topics such as:

 

  • Where does Derek’s passion for data and analytics come from, and why does he love working in education?
  • What can be achieved by sharing data, info and best practice
  • Where he sees AI fitting into technology budgets and the broader education landscape
  • Are schools getting enough out of their edtech and systems, and are they utilising it effectively?
  • Consolidating solutions means investment can go into teaching, but what are the challenges around open data policies?
  • The importance of working in partnership with suppliers and forming long-lasting relationships
  • What Derek would like to see more of from edtech companies