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Navigating Business System Evaluation: Expert Tips and Best Practices

Learn the 4-step process of evaluating business systems, from planning to ongoing support. Explore key questions and considerations in each stage shared by industry professionals. Discover how to define goals, assess software specifics, prepare for implementation, and ensure long-term support.

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Navigating Business System Evaluation: Expert Tips and Best Practices

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  1. Tips for Evaluating Business Systems Learn how districts face the challenge of starting the evaluation process for new business systems. For example: In what areas does my district struggle most? Have we defined a software wish list for a new system? Get a snapshot of what is in today's marketplace and how other districts have met this challenge.

  2. Presenters • Moderator: Francis E. Zelek, Dir./Technology, Oregon CUSD 220 • Speakers: Connie M. Bowman, Team Manager, Chris Casey, Account Executive, Skyward, Inc. • Speakers: Christine E. Haeggquist, Account Specialist Helene McMurphy, Sales Representative, Computer Information Concepts, Inc. • Over 30 years of being involved in IL ASBO

  3. Panel Participants • Greg A. Rabenhorst, Ed.D. Assistant Superintendent Central CUSD 301 • Curt Saindon Assistant Superintendent Frankfort School District 157-C

  4. 4 Step Process • Stage 1 – Planning • Stage 2 – Evaluation • Stage 3 – Implementation • Stage 4 - Support

  5. Planning Phase • What are my business challenges? • Department and Board buy-in? • Is an RFP needed? Required? • Goals – end result? • What system will we evaluate?

  6. Evaluation Phase • Is the product K-12 specific? • Are software updates included? • Is your wish list being met? • Do you have site visits scheduled? Reference checks.

  7. Implementation • Is your data ready to go? • What role does the vendor play in this process? • Does training rate include all fees? • Is consulting provided? • Is a dedicated project manager assigned to your district?

  8. On-going Support Services • What type of support does the vendor offer? • What is your district process? • Where is customer support located? • What is the average response time? • Do you have a User Group in our state?

  9. Thank you • Thank you for attending the 62nd Annual Conference! Enjoy the rest of the sessions and your time at the conference!

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