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 🙂

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-cloud,  ScoStore) 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. 

The journey to achieving net-zero carbon emissions by 2030 may seem daunting, but every small step counts. In an era where the call for environmental sustainability grows ever more urgent, schools across the UK are stepping up to the plate. Organisations like Let’s Go Zero and Ashden Sustainable Schools are leading the charge, rallying schools to unite in this critical mission.

School leaders and staff play a pivotal role in this journey towards a greener future, but can schools really hit net-zero targets while juggling countless other priorities? As leaders and teachers, your commitment to sustainability sets an inspiring example for the next generation so here are five ways to help you meet net-zero carbon emissions by 2030:

1. Embrace Reconditioned and Refurbished Technology: Reduce, Reuse, Recycle

As schools work diligently towards sustainability, one powerful strategy stands out – reconditioned and refurbished technology. The concept is simple yet impactful: breathe new life into pre-owned tech. Not only does this help reduce electronic waste, but it also significantly cuts down on the carbon footprint associated with manufacturing new devices.

The other obvious key advantage is affordability. Reconditioned technology, cleaned up, repaired and tested, often costs a fraction of brand-new counterparts, making it an attractive option for budget-conscious schools. Refurbished technology, rebuilt with the latest parts and upgraded to the latest features, is again a fraction of the financial and environmental cost, but with all the advantages of new technology. Plus, long warranties mean that these devices will stand the test of time, aligning with your long-term sustainability goals.

2. Go Solar: Powering Education with Renewable Energy

Harnessing the power of the sun is a mighty step towards carbon neutrality. Consider installing solar panels on school rooftops. Solar energy not only reduces your carbon emissions but can also lead to substantial long-term savings on energy bills. Schools can even use these installations as educational tools, teaching students about the importance of renewable energy sources.

Moreover, the UK government offers various incentives and funding options for renewable energy projects in educational institutions. Going solar not only supports sustainability but also frees up financial resources for other green initiatives.

3. Green Your Commute: Promote Sustainable Transportation

Reducing the carbon footprint extends beyond the school’s walls. Encourage staff, students, and parents to embrace sustainable transportation options. Consider initiatives such as Walking School Buses or Bike to School programs. Implement designated carpool lanes and provide bicycle racks to incentivize eco-friendly commuting.

Not only does this reduce the carbon footprint, but it also promotes physical activity and a sense of community. A greener commute is a win-win for everyone involved.

4. Waste Not, Want Not: Implement Comprehensive Recycling

Schools generate a considerable amount of waste daily. If you haven’t already, implementing a comprehensive recycling program can divert a significant portion of this waste from landfills. Set up recycling bins throughout the site, ensuring that paper, plastics, and other recyclables are properly sorted and processed.

Consider going a step further by composting organic waste from the cafeteria or school gardens. Engage students in eco-friendly projects, teaching them about the importance of waste reduction and responsible consumption.

5. Educate and Engage: Cultivate Eco-Consciousness

One of the most powerful tools in your arsenal for achieving net-zero carbon targets is education. Foster a culture of eco-consciousness within the school community. Organise workshops, seminars, and sustainability-themed events. Invite environmental experts and activists to inspire and educate both students and staff.

Encourage students to take ownership of sustainability projects, from planting trees to monitoring energy consumption. By instilling a sense of responsibility and awareness, schools can create a lasting legacy of environmental stewardship.

Sustainability isn’t just about meeting targets; it’s about creating a brighter, greener future for all. Dedication to these initiatives not only benefits the environment but also enriches the educational experience for students.

From embracing reconditioned technology to harnessing the power of solar energy, and from promoting sustainable transportation to cultivating eco-consciousness, each initiative brings you one step closer to your net-zero goal.

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!

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.

We’ve been privileged to speak with even more industry thought leaders this academic year as part of our #FinnemoreFireside chats, and the insight they provide us and our community is invaluable.

So thank you to Edtech NED, legislator, schools and education expert Jim Knight for your thoughts on the disconnect between the education and labour market, and the need for a school system which truly meets the needs of learners, communities and employers.

Thanks to Derek Hills from Ark for sharing your views on where you see AI fitting into technology budgets and the broader education landscape, and what the future of MIS might be.

Thank you Matt Woodruff for an insightful conversation about how technology can support more effective decision-making at all levels to improve outcomes and identify ways to be able to ‘do more, with less’ – more important than ever in today’s economic climate.

Thanks to Catherine Tallis of HFL Education, a long-standing provider of MIS support to schools, for discussing the ways in which support teams must adapt as the MIS market continues to evolve.

Thank you to Chris Kirk of CJK Associates Ltd for your insight into MAT’s needs in terms of vision, strategy, operating models and governance, and what this means for suppliers – both now and in the future.

And finally, we were delighted to welcome back Martin Baker of The Safeguarding Company for a follow-up chat about the lessons that can be learnt from the Child Q case. A challenging topic and we really appreciate you sharing your experience.

Nick and I have thoroughly enjoyed making the series and already have a great session ready to go in the new term from Lyndon Stickley and Sam Curtis at iplicit. Ollie Burnett from the school support team in Coventry will also be joining us to talk about all the valuable ways they support their schools, including helping them procure and migrate to their new MIS Bromcom as a group earlier this year. Watch this space!

Have a great summer break everyone 🌞

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

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!

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