Keep a simple checklist through the whole project: data mapped, test import verified, go-live date agreed, old system retained, staff trained, Helping Learning Thrive first reports produced and checked. Assign an owner to each item so nothing slips.

Hosting location is the first thing worth confirming directly, in writing, rather than assumed. Where is student and financial data physically stored, and does that location bring specific regulatory obligations with it? A school should ask this plainly of any vendor rather than accepting a general answer about “secure cloud infrastructure,” which describes almost every provider on the market and tells a procurement team nothing distinctive.

Data governance is the first. Publicly funded and diocesan schools are accountable for how records are held, shared and retained. Ask where data is hosted, which certifications the provider holds and how access is restricted by role. A system with clear, role-based permissions and a full audit trail makes it far easier to show that records are handled properly when a governor, auditor or authority asks.

None of these five questions guarantees a good outcome on their own, but a vendor unwilling or unable to answer any of them plainly before a contract is signed is worth treating as a warning sign, whatever the rest of the proposal looks like.

Use a modular provider as your benchmark. Compass Education offers a wide module range, so you can map each requirement to a named function and see whether a platform covers it natively or relies on bolt-ons. Build a simple scoring grid: list your must-have features down one side, score each provider from one to five, and weight the categories that matter most to your setting. A large primary and a small independent will weight them differently, and that is the point.

Changing school management information system providers worries people for one reason: the fear of losing records mid-year. With a clear migration plan, that fear is manageable. The work splits into three parts: mapping the data, timing the move, and retraining the staff who use it.