From evaluation to everyday use
A rollout with clear responsibilities.
Agree the people, scope, and review points before introducing a new tool. Use these steps to prepare your team's implementation plan.
01 · Your evaluation lead
Evaluate the workflow
Choose an everyday situation, use fictional details, and try creating and reading a story on the intended devices. Record the questions that need answering.
02 · Your reviewers and our team
Review requirements and agree scope
Confirm data suitability, required agreements, accessibility needs, staff and family counts, and a written quote. Agree onboarding and support arrangements before purchase.
03 · Your organization administrator
Configure access
Set up the agreed account, check staff and family invitations, and test who can view and share. Confirm any school-specific access configuration with our team.
04 · Your professionals and family contacts
Introduce the first resource
Explain why it was created, how to read it, and how to report an access problem or an inaccurate detail. Review the recipient experience.
05 · Your rollout owner
Review and maintain
Assess adoption, support needs, and the first useful stories. Schedule access reviews for staff changes, family transitions, and renewal. Confirm retention and offboarding responsibilities.
For a more detailed planning guide, read the school rollout guide. Training format, staffing, and dates are agreed with your team.
A clear next step
Let's work through your setup.
Tell us about your team and what you need to evaluate. We'll use your inquiry to discuss fit, pricing, and the next steps.