Sage for Education Proposal

1. Sage for Education With financial management becoming increasingly complex for schools and academies you need a solution that will help you manage things with ease. Sage for Education is a native cloud accounting application tailored specifically for the education sector. It helps you manage your school’s income and expenditure, track budgets and produce reports for your stakeholders. Why choose Sage for Education Effectively manage and control your budget with ease. Sage for Education allows budgetary control for up to 5 years. Commitment reporting allows you to keep tight control of your expenditure and see your outturn for the year. Save time with tailored reports. Get CFR compliant reports tailored specifically for your local authority as well as specific reporting needed for governors, school leaders, head teachers and mandated reports for the government. Manage your cash flow effectively with monthly payment options. Available on monthly subscription from £283 per month with the further option of an upfront 36-month contract. Sage for Education is cloud based meaning there’s no need for expensive hardware. There are also no maintenance costs, making it an affordable solution for all Schools and Trusts Get support direct from Sage. Sage Customer support services comes included as part of Sage for Education and gives you access to Sage support, services and product experts when you need it. Sage for Education Proposal Private and Confidential

3. Testimonials “Sage has been the sole provider to ASCL over many years for its financial software and payroll services. During this period, the association has consistently received excellent service and we value the support and guidance provided by the Sage Cover team” Steve Kind - Director of Finance & Operations , ASCL #sage4education “I chose Sage because I wanted reliable cloud-based financial management software for the education sector. Sage for Education meets my needs perfectly” Diane Groves - School Business Manager, Parkroyal Community School #sage4education “Assoon as we saw the Sage for Education software in action, we knew it was exactly what we were looking for. The software is straightforward and easy to use and since we’ve started using it as our main financial management system it’s saved us both time and money. It’s also very reassuring the know that we’re fully supported by the team at Sage and that the software is update automatically - that provides real peace of mind. Sage for Education is a perfect fit for schools looking to take control of their financial management.” Andy Froud - Financial Director, Danes Hill School #sage4education “As a Sage user in schools and academies for more than 15 years, I have been consistently impressed with its reliability, flexibility and ease of use. When needed, the helpline teams are second to none; calm, methodical and knowledgeable. And the Sage developers are always ready to listen to ideas as to how to make the system better for users..” David Waller – Managing Director, Schools Accounting and Financial Services Limited #sage4education Sage for Education Proposal Private and Confidential

4. Testimonials As Finance Director of a 19-School mixed Multi Academy Trust, I can highly recommend Sage for Education. The team successfully completed a transfer of finance system across the trust and have continued to provide assistance following implementation. The software has been designed specifically for schools and is regularly updated to meet with any changes in school and academy finance. The quality of product aligned with robust after sales support has been integral in the growth of the trust and it is reassuring to have such a strong partner to support our journey. Richard Weatherall – Finance Director, Dieocse of Derby Trust ~sage4education Sage for Education Proposal Private and Confidential

5. Appendix Our Partners Sage for Education Proposal Private and Confidential

6. Appendix Sage and our Values • Company information • Sage is a global company, working with 6.2 million businesses across the world. Our roots are in the North East of England, with our global headquarters in Newcastle, where we first began. • We are the global leader for integrated accounting, payroll and payment systems and are now supporting the education sector. • Our customers • Everyone at Sage has the same goal, to do the right thing for our customers. We're committed to giving everyone a consistently high quality experience that sets us apart from the rest. • Our software is designed to be efficient, secure and intuitive, to give customers greater control of their business, as well as complete peace of mind. • We know our customers often need somewhere to turn when they have to deal with changes in legislation or reporting requirements and that's why we offer such a comprehensive support service. • We’re always ready to listen and respond to our customers. We've introduced subscription pricing and cloud-based products to address our customers’ needs for connectivity, integration and mobility. • We: • Listen to what customers think and change what we do to help them • Improve our products based on real customer feedback • Look for and find opportunities to improve our customer satisfaction scores • Make it easy for customers to work with us by improving our communications, systems and information • Improve or increase the range of products and services we offer to meet the needs of customers now and in the future • Continue to add value to our service contacts   • Our quality commitment • Sage UK is ISO 9001:2008 registered, the internationally recognised standard for quality management of businesses used by more than 1 million organisations in 170 countries worldwide. • We have made a commitment to providing quality products and services to our customers; remaining ISO 9001 registered is a big part of our commitment. • To ensure we remain at this standard we have set out a Quality Management System (QMS) to ensure that: • We consistently provide products and services to meet our customers' expectations and where applicable statutory or legal requirements. • We continually improve, through the use of our QMS and enhance customers experience when dealing with us or our products and services.   • Business and Corporate Social Responsibility are completely interlinked • They are about doing the right things, at the right time, in the right way for everyone and everything that's important to us. Sage for Education Proposal Private and Confidential