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Eleven questions to ask before you buy a school management system

8 September 2026 · 8 minute read

Every one of these is a question we have been asked and had to answer. Several are uncomfortable for us, which is rather the point of a list worth using.

Take it to any supplier, including us. A demonstration is designed to show you what a system does well; these are the questions that find out what it does badly.

About your records

1. If we leave, what do we take with us?

The most important question on this list and the one least often asked. Ask to see an export — an actual file, not a promise. Marks, students, fees. If the answer is "we would generate a report for you", the honest translation is that leaving means retyping years of records, and you should price the system accordingly.

2. Can we get our existing students in without typing them?

Six hundred names, classes, sexes and dates of birth is a fortnight of work for somebody. Import from a spreadsheet turns it into an afternoon. Ask to watch it happen with a sample of your own data during the demonstration.

3. What happens to a child who leaves?

The right answer is that they are archived and their record stays intact. If they are deleted, you cannot produce a transcript for a former student in three years' time — and you will be asked to.

About the curriculum

4. How do you record Activities of Integration?

On the 0–3 identifier scale, or converted into percentages so they fit columns built for the old curriculum? The second is very common and it is not the curriculum.

5. Show me a report card for a term with thirty of them.

Not a card with two. A term genuinely produces dozens, and a card that is readable with two can be unusable with thirty. We wrote about why this happens.

6. Can we set our own grading scale and our own weighting?

Schools differ on both, and both change. If the boundaries are fixed in the software, the first time your school revises its scale you are waiting on the supplier.

About the people using it

7. Who can see what, and how is that decided?

Ask specifically: can the nurse see a family's fee balance? Can a class teacher open a child in another stream? The answer should be about permissions held at a scope, not about staff being trusted not to look.

8. Can a teacher take a register on a telephone, on a bad connection?

Ask to do it on your own phone, on the school's own network, standing in the room where it will actually be used. Not on the supplier's laptop over their office wifi.

9. What does support look like in week three of term?

Everybody is available in week one. Ask who answers in the middle of term when the bursar cannot reverse a receipt at four o'clock on a Friday, and how.

About the money

10. What is the three-year total for our actual number of students?

Including setup, including SMS messages, including any sender ID rental, and including year two's price. The arithmetic is here, and the cheapest headline rate often loses it.

11. What are you not good at?

Ask it plainly and listen to the shape of the answer. Every system has gaps. A supplier who names one and tells you how they work around it is a supplier who will tell you the truth in term two. One who says there are none is telling you something either way.

One thing to do rather than ask. Get an account on the system yourself, for a week, with your own students, and try to do a real piece of work: enter a class's marks, produce a card, take a register, receive a fee. Half an hour of that tells you more than any demonstration, because a demonstration only ever goes the way the supplier has rehearsed.

You can look through a whole demonstration school on ours — every kind of account, six hundred invented students — without giving anybody your telephone number.

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