How suppliers are taking the stress out of data migration to ensure planned MIS switches don’t get derailed

If, like us, MIS is your thing then you’ll have recently seen the many posts and conversations regarding ESS’ new rules on the ways SIMS schools are allowed to migrate their data.

Even if you’re not an MIS user, you’ll likely have seen the news around it as one of ESS SIMS’ main competitors, Bromcom, has taken a serious stand in defence of its schools and the thousands of schools who plan to switch MIS in the future by pursuing the issue with the Competition and Markets Authority (CMA) and also initiating injunction proceedings to halt ESS’ legal threats to schools, support centres and MIS suppliers regarding migration process. More on this below, but how did this all start?

What has changed when it comes to data migration?

In late December 2023, ESS SIMS suddenly announced you can no longer send a database backup file to your new MIS supplier when you want to switch systems.

ESS has set out their reasons for making this decision and there’s lots of detailed guidance on their website around what is and isn’t allowed, plus the approved migration methods left available to schools if they want to move.

Sending a database backup file has been industry standard practice for at least 10 years and has been used by schools, support teams and suppliers thousands of times to help ensure a smooth transition. Understandably, the whole sector is now trying to identify ways of ensuring schools can migrate their data in a way which is as safe and efficient as the industry-standard method.

Based on some of the conversations we had at Bett, there’s additional frustration amongst schools and support teams: following the CMA investigation into 3-year contracts and whether or not schools had been given enough notice, as part of their submission to the Adjudicator, ESS gave details around the process of switching MIS and included the example of data being copied across from a backup of the school’s SIMS database. So some people are surprised that ESS has now said this has only recently come to their attention, and are sad to learn that this method can no longer be used (this post by Chris Kirk has more info).

Are other data migration options available when it comes to moving away from SIMS to a new MIS?

In their documentation, ESS points to the permitted alternatives. We’ve heard from many schools on this and some of the challenges they’re finding with these methods include:

• There is key data which doesn’t transfer, and it can have serious consequences for the school and pupils (for example, SEND data)
• The API option exports data but not anything like the amount you’re able to get from a backup copy of a database/ .BAK files. Exporters also exist but they tell us that there is usually a cost attached to these and, again, the level of data exported doesn’t compare to the data in .BAK files.
• The methods take a lot longer and the schools don’t feel they have enough time. Schools are required to give ESS three months’ notice if they wish to leave so, for most schools following the traditional April – March contract periods, they will have been required to give notice in December to exit at the end of March. We’ve heard from schools who have real concerns that they’re now not going to be able to extract all of their data but that their access to the system will be terminated in three months (and taking a local backup so you can refer to it later has also been prevented). They tell us they simply don’t have the budget or staff to do it.
• One suggestion was that perhaps schools could run SQL scripts on their own SIMS database so the .BAK file would never need to go to a new supplier as part of the data migration. However, ESS guidelines mandate against writing programmes that interface directly with the database including the use of SQL scripting or other direct database access. The cloud MIS suppliers will undoubtedly have developed (or be in the process of developing) utilities which do just this to make their migrating schools’ lives easier, but the use of these has been prevented.

We’ve been looking to identify alternate ways which are equally as quick and migrate the same amount of data so we also asked the LinkedIn community for advice on this plus any useful resources (you can check out the whole thread here).   So far, nothing comparable to the database backup/ .BAK file method has come up yet but we will share anything we find.

How is this affecting schools?

The upshot of all this is that the migration process when moving away from SIMS is likely to now be more complicated, to the point where there’s a real danger that schools are opting not to move.  So, what can be done?

Bromcom has led the charge in acting to protect its switching schools in that, should ESS initiate any legal action against those schools, they have said that they as a company will apply to join the proceedings and will cover approved legal costs for those schools. They are encouraging schools to continue with the switching journey and are providing further reassurance as they’ve also said that, in the unlikely event that a damages payment to ESS materialises, they will take responsibility for this payment.

Arbor has followed suit and done something similar by creating a Switching Guarantee where they have said they will take legal responsibility when schools transfer data to them via backup file. It’s likely that the other MIS suppliers will also be putting plans in place to help schools migrate as safely and efficiently as possible. We spoke with them all in and around Bett, and making sure schools continue with their switching journey was a high priority for everyone (we’d recommend getting in touch with the suppliers directly for all the info).

Does this work both ways; will I have the same problem migrating AWAY from a cloud MIS in the future?

No, these problems are unlikely to exist if ever you choose to move away from your cloud MIS supplier as there is good, publicly available information on offboarding and end-of-contract processes for all cloud MIS listed on the G-cloud. Even if you don’t intend to use G-cloud to procure, it’s worth looking at the MIS profiles there for transparent information.

We’ve included links below to the main two challengers (these two suppliers also provide a complete copy of the database to schools when they move away) and you’ll be able to find this information for all solutions listed on the G-cloud as it is one of the required answers when submitting a listing.

Bromcom – https://www.applytosupply.digitalmarketplace.service.gov.uk/g-cloud/services/745510438906746

Arbor – https://www.applytosupply.digitalmarketplace.service.gov.uk/g-cloud/services/907086007758171

Where does this leave schools?

Ultimately, schools just want to exercise their right to their data and to select software of their choosing. There are still ways to migrate data out of SIMS and MIS suppliers are doing everything in their power to help schools with their move.

And if you do find yourself on the end of a legal challenge from ESS, the two biggest cloud MIS suppliers have made statements about how they will support schools.

Finally, in a major step, Bromcom is pursuing the issue with the Competition and Markets Authority (CMA) and applying to the High Court for an injunction to halt what they consider to be anti-competitive behaviour by ESS. Their received legal advice is that schools are not in breach of contract by providing SIMS SQL backups so Bromcom is initiating injunction proceedings to halt ESS’ legal threats to schools, support centres and MIS suppliers regarding the migration process. Watch this space!

It will be interesting to see what happens next, but we really hope that schools don’t feel they can no longer proceed with their plans. If you’re in the process of switching or are considering switching in the future, definitely reach out to prospective new suppliers and ask them to talk you through the migration process. They will be more than willing to help 😊

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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 🙂

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.

• How Support teams should understand the school’s context and goals, offering solutions beyond specific products.

• 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.

• The challenges of transitioning to new systems, praising the support provided by suppliers. Ollie highlights the need for training and consultancy services due to the shift to cloud-based systems.

• 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 🙂

Management Information Systems are the backbone of educational institutions, helping them to make informed decisions, streamline operations, and enhance overall efficiency. In the past, MIS was primarily about data storage and reporting, but it has since evolved into a multifaceted ecosystem. Today, MIS encompasses a wide array of functions, including student information management, financial administration, communication, parental engagement, analytics, and supporting the school development plan.

Last week, over 250 of you brilliant people participated in our online MIS Discovery Sessions, thank you so much for supporting our events. Everyone from MIS managers and finance officers, to support partners and headteachers attended – there’s just so much interest in what’s possible in the world of MIS right now.

The Ever-Evolving World of MIS

One of the key reasons for MIS’s continuous evolution is its adaptability to changing educational needs. As technology advances and educational methodologies evolve, MIS systems have had to keep pace. This adaptability is essential in helping educational institutions meet the ever-changing demands of students, parents, and regulatory bodies.

Looking Ahead

The world of MIS is poised for even more exciting developments in the future. With advancements in artificial intelligence, data analytics, and cloud computing, MIS will continue to transform the way educational institutions operate. It will empower educators and leaders to make data-driven decisions, personalize learning experiences, and improve overall educational outcomes.

Engaging in the World of MIS

Nick and I have both worked in this area for over 20 years now and love how it continues to innovate – as it should! If MIS is your thing then you can:

1. Join our ‘Future of MIS’ LinkedIn Group: Our online community, ‘Future of MIS,’ on LinkedIn is a hub for like-minded individuals. Here, we share insights, discuss trends, and connect with professionals who share your passion for MIS. Join us here.

2. Access Discovery Session Recordings: In our recent MIS Discovery Sessions, we had the privilege of hearing from industry leaders Bromcom, Arbor Education, and IRIS Education. These sessions are a treasure trove of knowledge, and you can access the recordings to gain valuable insights into the latest developments in MIS:

Bromcom MIS Discovery Session

Arbor MIS Discovery Session

IRIS Ed:gen MIS Discovery Session

3. Explore Our #FinnemoreFireside Chats: We’ve had the privilege of sitting down with edtech and MIS thought leaders to discuss the future of MIS in education. These insightful conversations are available on our blog, offering you a chance to hear from experts in the field. Explore our Fireside Chats here.

Did you know that schools in England collectively spend a staggering £10+ billion annually on non-staffing costs?

It’s one of the reasons why effective procurement is absolutely critical, but the idea of going to tender for edtech and school management software can feel pretty daunting. However, there’s no reason why it should be complicated and there are actually some brilliant benefits to testing the market and running a formal procurement for the solutions used by your school.

Here are our top three reasons why running a procurement is a good thing:

1. Savings and Efficiency

Going out to procurement means you can benefit from economies of scale which might not be currently available to you with an existing supplier or arrangement. For example, if you’re part of a Trust, engaging with the same supplier as other academies in your MAT but doing it separately isn’t the most efficient approach. By consolidating your spending as a Trust you immediately gain better buying power and secure better deals.

Similarly, aggregating your purchasing decision as a group of schools within an LA means you can also benefit from acting as a group. In many cases, your LA support team will be able to help negotiate a discount for the group of schools while still allowing you all to purchase your own licences (Support Teams are also brilliant at helping schools manage implementations, migrate data and co-ordinate training so we’d recommend asking your local Support team for advice when planning any move or procurement).

It’s also important to remember that efficiency is key. Going out to procurement and then using a Dynamic Purchasing System or Framework offers access to pre-vetted supply chains and can significantly reduce timescales compared to traditional procurement processes.

For software and infrastructure, good options include:

• Crown Commercial Services (CCS)/G-cloud https://www.crowncommercial.gov.uk/agreements/RM1557.13#products
• Everything ICT https://www.everythingict.org/

When it comes to school management information systems (MIS), there are more options available, many created by or in conjunction with school support teams. For example:

• NYES Digital (North Yorks framework) https://nyes.digital/mis/mis-framework/
• The ICT Service https://theictservice.org.uk/management-information-services/

For devices, especially climate-friendly and budget-friendly options such as reconditioned laptops, etc. ScoStore is a brilliant tool https://portal.getech.co.uk/ScoStore

For more general school purchasing try ESPO https://www.espo.org/ and YPO (Yorkshire Purchasing Organisation) https://www.ypo.co.uk/

2. Compliance

Compliance essentially involves following internal financial rules and statutory requirements when spending public money (and, in the case of MATs, the Academy Trust handbook). Failing to ensure fairness, transparency, and equal treatment of all suppliers—especially if you’re engaging with existing suppliers—can inadvertently lead to legal challenges. We’ve seen legal action taken in the MIS sector (for example, Bromcom recently won its case against ULT re. fair and best practice in education procurement) so really can’t emphasise enough the importance of avoiding such pitfalls. The risks include costs, time burdens, reputational damage, and potential fines and legal action in serious cases.

Compliance involves adhering to the legal framework known as Public Contracts Regulations 2015 (PCR2015) but it shouldn’t be something to fear. You can mitigate these risks by adopting a robust approach to your procurement exercise, and being able to make use of frameworks helps a great deal. Frameworks and DPS provide compliant pathways to procure goods and services so they should always be considered as an option.

3. Improving Outcomes

A procurement exercise is not solely about getting the best price. It’s about understanding your requirements and identifying the best solutions that meet your needs while balancing price, and ultimately delivering greater outcomes for your school or MAT. A well-thought-out procurement process can make a huge difference—both financially, by releasing cashable savings, and by maximizing social benefits for your school, Trust, and the wider community.

When looking at new solutions or replacing an existing legacy system, also ask yourself the following:

• How does the contract benefit your staff, students, and community through service delivery and by accessing the knowledge and expertise of suppliers?
• What are you hoping to achieve and what would truly benefit your schools or MAT?
• Will this add value and make a remarkable impact?
• How will this partnership support the SIP (School Improvement Plan) or the MAT’s overall strategies? For example sustainability, pupil safeguarding, pupil progress, financial security

Summary

While the prospect of engaging in tender processes for edtech and school management software might seem daunting, the benefits far outweigh the challenges. By exploring the market and running a formal procurement, schools can unlock a world of opportunities that lead to significant savings and enhanced compliance.

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.

Who were the Sessions for?

What did the Discovery Sessions cover?

Bromcom MIS Discovery Session

Arbor MIS Discovery Session

IRIS Ed:gen MIS Discovery Session

Last week we joined MATs, LAs and the Bromcom team for an exciting day of learning, networking, and inspiration at the annual Bromcom Shard Event. There was a great lineup of expert speakers and engaging workshops; here are 7 things we learnt at last week’s event:

1. There is still a huge appetite from schools to participate in an aggregated MIS purchase, and there were some brilliant stories from LA Support Teams who helped make this happen for their schools.

2. MAT and school leaders want data that can help them make informed decisions, not just on attendance and academic performance, but on areas such as:

• Financial performance
• Operational efficiency
• Culture
• Staffing & HR

3.  Support Teams are increasingly looking to support multiple MIS so they can meet the needs of their schools, irrespective of which MIS they use – they support the process, not the product. It’s a positive step for everyone as the relationship between schools and local support is a close one, it’s something schools usually want to continue.

4. Using AI alongside MIS data can and will make a difference to schools . . . but it really does need to be handled with care when it comes to users understanding children’s data. It’s an interesting conversation

5. Academies and MATs have often led the charge in moving to a new MIS as they’ve tended to go to market and look for new cost-effective, innovative cloud solutions shortly after academisation. However, the rate of switching MIS amongst state schools has also accelerated and actually shows signs of increasing if anything! In 2018 77% of state schools used the then-dominant supplier SIMS, this has now fallen to 55% in 2023 (it will be interesting to see what the next census data shows).

6. A huge priority for MATs when they look to test the MIS market is understanding all the separate products and subscriptions they currently buy in to which they potentially wouldn’t need when they switch MIS. Across a MAT the savings really do stack up and can be used to fund staff or be reinvested in teaching and learning.

7. Strong professional relationships and great customer support are everything in our sector. It was great to hear so many individuals praised as we heard about the various journeys MATs, LAs and schools had been on switching MIS.

There’s definitely plenty of change going on across the sector and it’s clear that MATs and LAs want the very best solutions for their schools – both in terms of value and outcomes. It will be interesting to see what happens next!

Thanks again for the invite, Nick loved presenting a session and we enjoyed catching up with friends and colleagues 🙂

The MIS sector in England continues to be in a state of flux and there are currently no signs of it settling down. Schools and MATs continue to switch suppliers, businesses and support teams are changing the way they operate, and new partnerships and being formed to enhance the value suppliers offer.

Is this a good thing for schools and MIS users? We certainly hope so, with change comes innovation, but I can see why MIS can feel like a pain in the backside as opposed to an opportunity to improve things for some schools and MATs.

Here are some of the big talking points in 2022 and our predictions for 2023

The challenges around ESS’ move to direct licencing and 3-year contracts continue

When ESS announced to all its schools that they required them to licence with them directly (as opposed to via an LA licence deal) and that all contracts would be for 3-years now as opposed to one, there was a great deal of pushback from schools culminating in a challenge from them and a subsequent investigation by the CMA.

ESS, having offered various incremental ‘break clauses’, is now proposing a ‘New Break Clause Offer’ which will allow some schools to apply to break their contract if they can provide ‘objective evidence of a clear intention to switch’. The application will then be assessed by an independent adjudicator. Whether or not the CMA feel this is fair and workable remains to be seen. At the time of writing, the investigation is still open but the decision is likely to be soon as the last CMA consultation period closed in December 2022.

Our predictions: given just how many schools are affected by the ESS decision to change their terms, it’s likely the CMA would have received many responses during the last consultation period – both from schools and suppliers alike. Is it realistic to ask schools to provide written evidence of conversations – that would have likely happened verbally – in order to be able to apply to move? Is the application process itself so complicated that it puts schools off and they simply stick with what they’ve got? All questions the CMA will be considering, but we can see this rumbling on into 2023.

(**UPDATE** on 10th Jan 2023, the CMA published its decision to accept commitments from ESS that enable certain schools (meaning those which had considered switching providers but concluded they did not have sufficient time to do so) to apply to an independent adjudicator for a 12-month break clause. If granted, the clause will allow them to exit their current three-year contract with ESS and choose an alternative provider, should they so wish. More details on our blog here, schools have until 10th Feb 2023 to make their application.)

The rate of churn in the market continues at an even higher rate than expected

The most recent census figures are out and show that, over the past year, 2,734 schools have moved away from SIMS to alternate MIS suppliers. It means they’ve lost 18% of their market share in one year, probably higher than anyone expected. It also means that lots of challenger MIS are gaining ground with Arbor and Bromcom being the big winners, and lots of other new and existing MIS suppliers continue to gain ground (I’d recommend checking out Josh Perry’s blog for a detailed breakdown of market share by supplier).

Our predictions: Is this likely to continue into 2023? Everything indicates that it will. The school census figures are a good indicator of what’s going on but they always give a slightly delayed view on the market; they tell us which MIS the school used to submit the census, but they don’t reflect any recent procurements or new contracts schools may have entered into (e.g. the recent West Sussex procurement).  In the face of an enforced 3-year contract, many SIMS schools scrambled to move to an alternate MIS and there are still migrations in progress. We know that more schools, academies and MATs also intend to test the market there but felt that they couldn’t run a fair and thorough procurement within a limited timeframe (we talk about this below).

The acceleration in churn we’re seeing is not just due to contract issues though. There is a real desire for new solutions which offer schools something different, and which better meets the needs of MATs.  Bromcom and Arbor have made significant gains, and the primary-focused cloud MIS (Scholarpack, RM Integris and Horizons/Pupil Asset) have held fairly steady.  There are also new players out there which schools are happily choosing to switch to. IRIS Ed:Gen was the next fastest grower, and Compass Education is already busy getting schools live here in the UK.  ET-AIMS and Go4Schools have new MIS offerings which are sparking interest, and Satchel recently announced that they intend to build an MIS too. There’s lots of potential for growth and a very high likelihood that we’ll see more churn.

What’s next for Support Teams

The role and nature of school support teams continue to evolve. As an LA team, only offering support for one MIS option feels more and more precarious as the level of churn amongst schools, academies and trusts increases each year. However, by and large, MATs, schools and academies often still want to buy into local support – they still want to work with the colleagues with which they’ve built such great relationships.  As a result, the number of support teams forming partnerships with MIS providers other than SIMS has increased drastically, and many now offer multi-MIS support. The progressive teams understand that the priority is helping their schools achieve their goals, and it’s something they plan to continue to do in the future – irrespective of the systems they use. They “support the process, not the product”.

Our predictions: unfortunately, those LA teams that only offer SIMS support to their schools are going to find it harder and harder in the future. LAs no longer hold a SIMS licence in perpetuity as was once the case as ESS mandates that all schools licence with them directly so LAs are no longer a route to a preferential SIMS licence deal. ESS is offering its own support contracts directly to SIMS schools at a favourable price so these teams may find that some of their schools won’t buy into their MIS SLAs at all. In addition, we’ve heard anecdotally that ESS plans to discontinue the annual entitlement rebate that has traditionally been available to LA teams in return for them supporting SIMS. For many, it may mean there is no longer a viable business.

(N.B. we have a new #FinnemoreFireside coming up with Catherine Tallis, Director Of Business Services at Herts for Learning Ltd where we discuss the challenges above – watch this space)

An increased focus on procurements

As indicated by the amount of churn, it’s clear there are likely to be more procurements underway than ever. Depending on the size of the school or trust, this can be a complex process involving stakeholders from across all areas of operations, teaching and leadership.  At any one time, an MIS supplier will also be responding to multiple tenders so we’d definitely encourage the use of a framework such as  G-cloud or Everything ICT. It helps the process run smoothly and helps guard against any legal challenges.

Our predictions: We anticipate school and MAT requirements becoming more high-level and strategic as it becomes clear what brand-new cloud-based MIS can help them achieve. While lots of requirements have tended to focus on functionality in the past (e.g. can you take a register, can you submit the census) these are things that all MIS can do. A decision which is made purely on basics and price rarely gets schools and Trusts what they need.

We’re starting to see Trusts ask more of MIS suppliers in terms of how they will help them meet their own overall strategy. For example:

• How will the MIS help them meet Carbon net zero targets by 2030?
• How will the MIS provide the insight on students we need to successfully run a national academy chain?
• How does the MIS help us allocate budget to staff resources accordingly based on effective pedagogy?

Being a straight admin/office tool is not enough anymore, Trusts are looking for software partners with long-term benefits.

The desire for cloud solutions continues

There has always been a strong case for a school to move all its systems to the cloud, and this was brought into sharp focus by the pandemic.  Anytime, anywhere access became absolutely crucial as school staff were unable to gain physical access to buildings. Even when they could, many students were still attending school remotely so there had to be solutions in place to cope with remote learning – it caught a lot of people out and accelerated cloud strategy.

The argument around TCO (Total Cost of Ownership) is now more important than ever as, once again, schools find their budgets being shrunk so any way to save money has to be considered. Cloud solutions mean that schools don’t need to buy or house a server so there are all the associated power and air-con cost savings that go with it.

Carbon targets and a successful net zero strategy are also becoming a higher priority for schools as we head towards 2030, they want to waste as little energy as possible and the cloud helps them get there.

Our predictions: schools will of course want to move to the cloud where possible and all the MIS suppliers understand this. The fast-growing suppliers are cloud-based as you would expect, and ESS has a cloud strategy with its Next Gen solution planned for the future.

For schools and Trusts who find themselves with a client-based MIS for the foreseeable future, there are other options out there to help your cloud strategy. For example, suppliers can sometimes help with this directly, and school support teams such as Scomis offer SIMS hosting so you no longer need to buy and maintain servers.

Partnerships, mergers and acquisitions

There has been so much acquisition activity around MIS in recent years and this continued in 2022 with RM announcing the sale of the division that includes the Integris MIS to The Key Group. When the deal goes through, The Key will have around a 33% MIS market share in the English-maintained sector (across Arbor, Scholarpack and Integris) which makes them a huge player, second only to ESS SIMS which currently has around 56%.

Suppliers of MIS-adjacent solutions have also continued to form fruitful partnerships as it becomes clear that there’s not a ‘one-size-fits-all’ solution for schools and Trusts, and flexibility is everything.

Our predictions: We’re seeing increased merger, acquisition and partnership activity amongst support teams too. For example, it was recently announced that School ICT Services Ltd had been acquired by Oxfordshire-based provider of education ICT services, Turn IT On.

We’re also seeing more and more LA support teams working in partnership with each other in order to pool expertise and deliver valuable services to their schools. For the reasons outlined earlier in the blog, we see this sector in particular as one to watch as the nature of SIMS support teams changes.

So, all in all, an eventful year in the sector and we can see more change coming in the future. While it feels like a lot of battles are currently being fought around contracts and agreements, we’d really like to see what’s coming next in terms of innovation.  Who’s out there redefining the role MIS will play in schools in the face of changing requirements?

We’d love to hear what’s next and look forward to working with suppliers, schools, Trusts and support colleagues throughout 2023.

According to DfE census data, the past three and a half years have seen an increased trend towards switching MIS amongst schools in England.

The headline story is that SIMS market share has dropped the most, from a huge 77% to a still healthy 60%, and three main challenger MIS have emerged, between them winning 27% of the market: Bromcom and Arbor across all phases, and Scholarpack in primary schools. There are also plenty of other challengers – each of them gaining ground in their own way (I’d recommend checking out Joshua Perry’s Bring More Data blog for details and analysis).

What’s behind this trend and is it set to continue?

The reasons schools choose to move in the first place are varied.

• Many convert to academies and sometimes they join a trust where a different MIS is in use, so they switch as part of the joining process. Other times, they’ll use their change of status to academy as an opportunity to look at the MIS options available to them now that they are no longer under LA control.

• Maintained schools are switching MIS too. For many, the traditional model of them being able to buy into an LA-purchased and supported MIS has disappeared. Councils in England are rarely able to retain budget or mandate solutions, and the largest MIS supplier (ESS SIMS) has taken the decision to ask all their schools to contract with them directly instead of via an LA licence, for a three-year period¹. For many, this change in terms prompted a market-testing exercise which led to a new MIS being selected.

• Schools, academies and MATs are increasingly aware of the cost and efficiency gains they can make by switching MIS. Schools are looking to save money on multiple systems and save time on back-office processes, and MATs are looking to centralise more data and operational workflows. This is a huge driver and one that is likely to increase over the next few years.

All these factors are ongoing. Academy conversion continues to happen, and single academies are increasingly joining larger, more established MATs.

SIMS schools who wanted to go to tender for their MIS but felt they didn’t have time to complete a proper procurement exercise resulted in a large group of them seeking legal advice on the matter which is now being investigated by the Competition & Markets Authority (CMA).¹

There are countless case studies of schools and academies who will tell you about the huge improvements moving MIS supplier has brought about, almost always accompanied by big cost-savings.

It looks like change is set to continue. The question is: how fast?

How likely are schools to switch MIS supplier in the next 12 months?

In Spring 2021, The Key sent a survey to all primary, secondary, special schools and pupil referral units in England on the subject of MIS which produced some fascinating insights, including (amongst other things):

• What’s most important to schools when looking for an MIS, and how likely are they to move supplier
• How effective MIS are at saving schools time, and how well schools supported
• How intuitive are MIS solutions for new users, and do they give schools the right tools for the job in terms of collaboration and data?

The Key sent out a similar survey in Spring 2022 so, using these results, we’ve been able to compare how opinions on MIS have changed and gain some insight into what schools might do in the future.

The survey asked schools how likely they were to consider changing supplier in the next 12-months. The results indicate that almost 16% said they were either ‘likely’ or ‘very likely’ to move in the next 12 months which is around the same as last year – if this is a reflection across the whole market then we can expect the trend of switching MIS to continue in the next year or so (you can find the full results plus analysis by supplier in The Key’s blog post “What do schools feel about their MIS?”)

While the distribution of results was broadly similar to 2021, the trend compared to the previous year showed some polarisation towards either end of the scale. More respondents said they were ‘very likely’ to move than last year, but an increased number of respondents said they were ‘very unlikely’ to move too. There could be a few reasons for this:

• A sizeable group of schools have switched MIS recently so the appetite amongst this group for them to switch again will be very low; it usually makes sense to embed a new MIS fully and explore everything it can do before deciding to change again.

• A lot of schools will be in a multi-year contract with their MIS so moving MIS may not be an option they could consider in the short term. (However, some suppliers do give schools the option to switch to them mid-contract without double-paying, e.g. Bromcom and Arbor )

• At the other end of the scale, the increase in appetite amongst schools for moving MIS will likely be for the reasons outlined at the very beginning of this blog: when a new contract is required (be that through the school’s academisation, or an existing contract coming to an end with an LA or supplier) it prompts the need for a fair and rigorous tender process – even if that school, academy or trust is pretty happy with the incumbent supplier. There are a number of frameworks in place to help schools and MATs through this process e.g. G-cloud, Everything ICT, etc.

• Finally, the increase in schools saying that they are very likely to move MIS in the next 12 months could purely be down to the fact that they are not happy with their existing supplier. This could be down to the way it works (or doesn’t work) for them, the support they receive, cost, customer service, or any number of other reasons.

We’ll be exploring what’s important to schools, academies and trusts in future blogs – subscribe to stay up to date.

¹At the time of publishing this blog, the CMA has stated that they need further time to investigate and has not yet announced the action they intend to take.

Last month, Nick caught up with former Capita MD and creator of the SIMS MIS, Phil Neal, to discuss the various changes in the education sector. As the MIS market continues to evolve and Phil gives his view on:

• The ongoing tender in Northern Ireland and what might happen there in terms of MIS supplier, as well as Scotland and Wales
• The challenges of developing an MIS to meet specific, regional-based, statutory requirements: is this a distraction for MIS suppliers?
• The big changes in the England MIS market, with views on ET-AIMS, Compass Education, IRIS Ed:gen, Juniper Education, Bromcom, Scholarpack and Arbor
• The recent decision by ESS to move to three-year, direct contracts for all schools and potential ramifications
• How more MIS solutions within the UK market might actually lead to less innovation  in the long term
• How machine learning can be used within MIS to create something truly unique
• The importance of Support Units and the role they play alongside schools

As always it’s fascinating to get the views of someone who has worked in the MIS sector for so long and knows the various stakeholders so well.

Where do you think the MIS market is heading and who will be the long-term winners?

Is signing into a multi-year contract for your MIS a good thing?

If it’s something you’ve actively chosen to do as a school, academy or trust then, yes, it’s a great idea. It means you’ve had the chance to look at the options out there, and you’ve asked your suppliers for three-, four- or five-year pricing to guarantee a bit of budget certainty for the future.

If a multi-year contract is something you’ve had sprung on you in the small print – leaving you a very short window to either agree or cancel – well, it’s unlikely to be very popular. No one appreciates feeling like they’re being backed into a corner ☹

An unforeseen change in contract terms like this poses all sorts of questions for everyone involved in MIS:

❓ How does this affect the relationships schools have with the local support teams out there whom they’ve worked with and accessed their MIS licence through for years? It leaves Support Teams having to manage a difficult message from the MIS provider.

❓ How does this affect how Support Teams work with suppliers? More and more Support Teams have moved to be a multi-MIS support team, choosing to support their schools irrespective of the systems they use as opposed to only offering one option. All of the ‘big 5’ MIS have established Support Partner programmes (some useful links are below), as well as many of the newer entrants to the sector.

❓ How does this affect everyone (both schools and LAs) in terms of meeting procurement rules? Does everyone now need to get quotes and go through a tender process to even just stay with the MIS they already use?

❓ As academisation continues, what happens when a Local Authority maintained school is tied into a multi-year contract that converts to an academy?

Lots to think about which will hopefully become clearer soon.

If you’re a school, academy or trust and you’re affected by this and are wondering what to do, I’ve seen lots of posts on this already but it seems like the best advice is:

• Remember, YOU are the customer, so don’t be afraid of looking at alternatives and moving as it can all happen a lot quicker and easier than you think. Everyone is well-versed in migrating data from your system and it’s possible to be up and running very quickly.

• If there’s too much time pressure to look into things right now, don’t feel you have to lock in for a further three years, but do definitely contact your supplier to negotiate an alternative term length. They may be open to shorter contracts in the face of schools cancelling altogether, and this will give you time to plan for 2022.

• Talk to people! Get in touch with your local MIS support team if you use one, or with any of the MIS companies directly. They are all friendly and knowledgeable and will walk you through everything you need to know (or send a message to me or Nick as we’re more than happy to introduce you).

‘Big 5’ Support Partner programme links:

RM Integris https://www.rm.com/products/rm-integris/partner

Bromcom https://www.bromcom.com/LA-partners

Arbor https://arbor-education.com/become-a-partner/

Scholarpack https://scholarpack.com/who-we-help/support-partners/

ESS SIMS https://www.ess-sims.co.uk/products-and-services/sims-support-units