5 simple steps to move to Arbor MIS

We know that switching MIS can be a daunting idea, but it doesn’t need to be. Schools & MATs who are thinking of switching MIS often ask us what moving to Arbor involves, so we've written this short blog to show how easy it is. You can do it in 5 simple steps!

Step 1: Work out whether Arbor is the right fit for your school or MAT
To help you do this, we’ll arrange a meeting with one of our local Partnership Managers. Our Partnership Team meets schools & MATs to talk through how you use data across your school, understand the requirements you have for your new MIS, and show you how Arbor could help by demonstrating the system and introducing you to local schools who use it. If you like us, your Partnership Manager will help you identify the right package for your school and share a contract for you to sign.

You can request a free demo and a chat with your local Partnership Manager anytime through the contact form on our website, or by emailing tellmemore@arbor-education.com or calling 0208 050 1028.

Step 2: Create your personal implementation plan
Once you’ve signed your contract, you’ll be assigned your own Customer Success Manager who will schedule a kick-off call with you to create an implementation plan that’s tailored to your school or MAT. During this call, you’ll talk about what your main objectives are for your new MIS and how we can help you achieve them.

Step 3: Migrate your data 
Following your kick-off call, we’ll help you cleanse and migrate your data to Arbor before you start your training. This is to make sure that your data is as clean and accurate as possible before inputting it into Arbor - after all, the data in Arbor is only as good as the data we can import! Once that’s done, we’ve got lots of free resources to help make sure you hit the ground running, including unlimited free online training and a series of videos to show you how the system works. You can also choose to purchase in-person training packages that we’ll deliver for you throughout the year.

Step 4: Get to know your new MIS
Once you’ve launched, we’ll help walk you through the basic functions of Arbor and get the system running smoothly throughout your school. We’ll make sure all your staff are sufficiently trained for day-to-day use of the system, before introducing you to some of Arbor’s more powerful features.

Step 5: Make sure Arbor is a success at your school
Once you’re all set up, we have a dedicated Customer Support Team who are there to support you every day of the week from 8am-5pm by phone or email. We also provide free online guides and training sessions, just in case you want to top up your knowledge! Once you’ve completed your training, your Customer Success Manager will hand you over to your Account Manager. You’ll have termly check-ins so we can see how you’re getting on, and after 12 months you can book an Arbor Health Check to review your first year with us to see what impact Arbor has had on your school’s performance. 

It’s as simple as that! Once you decide to make the move to Arbor, we’re here to ensure you get all the support you need so you can immediately start getting the most out of your system. Don’t take our word for it though - see what our schools & MATs have said about moving to Arbor recently:

“Migration was a very smooth process. A small matter of saving a backup and a couple of other files pre-switch and a few (expected) minor tweaks after. Such a massive transition, such a small impact. Excellent.” 
Stephanie Bass, Business Administration Manager at Bridge Schools Trust

“If I had to talk to a school that were thinking about changing to Arbor, the one thing I would tell them is to just do it, because your data will actually mean something to you. Instead of inputting data and not really appreciating why or what it means, you will get a view of what is actually happening in your school”
Ruth Davies, IT Manager, St James’ CofE Primary School

You can read more quotes & meet some of the schools using Arbor here.

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