What we work on
Admissions & enrollment systems
Evaluation and selection against your real requirements: inquiries, applications, contracts, sibling and returning-family workflows.
Data strategy & reporting
One version of the truth across admissions, tuition, and communication, with reports the head of school and board will actually use.
Workflow mapping
Year-by-year mapping of who does what, when, across admissions, the business office, and auxiliary programs, so configuration follows the work.
Technology alignment
Making your SIS, tuition management, accounting, and communication tools agree with each other, and retiring what you no longer need.
Auxiliary program integration
Summer programs, facility rentals, and extended care sharing the same family data as the core school year, instead of living in a separate system.
Systems assessment
A structured review of fit, efficiency, and data leverage, delivered as a written recommendation you own.
How we work with independent schools
Built around the school year, not our calendar
Admissions season, tuition billing cycles, and the start of the school year are windows where nothing can break. Everything we do is sequenced around that, which is why the same four steps look different here than they do for a business client.
The calendar sets the schedule
Discovery and mapping happen over the summer or between terms. Nothing gets reconfigured during admissions season or the first weeks of school, and nothing gets touched mid-year without a rollback.
Process before software
A new SIS will not settle who approves a tuition adjustment or how a sibling discount works. We decide that first, then configure to match.
Your team runs it in September
Configuration your business office and admissions team can operate without calling you, documented so the next hire inherits it instead of rediscovering it.
What an engagement looks like
Four steps, in order
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01
Listen
One conversation, 45 to 60 minutes, usually over the summer or between terms while the friction is still fresh. What broke, what got done by hand, what nobody wants to repeat.
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02
Map the year
Admissions opening through the last day of classes. Who touches each record, where families call instead of self-serving, and which spreadsheet is quietly the real database.
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03
Recommend
A written read on keep, fix, or replace for each system, plus a requirements list you can send to any vendor without us in the room.
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04
Implement and hand over
Configuration, forms, reports, and a staff walkthrough before go-live, then a check-in after the first full year on the new setup.
Year-shaped, but the principles are firm-wide. Read the principles or the four steps in full.
Quick self-check
Where does your season break?
Six questions, two minutes, nothing sent anywhere. It tells you which part of the year we would look at first.
Full assessment
Systems assessment for independent schools
Fourteen questions on what you run and how much of it you use. You get a fit score across admissions, records, communication, tuition, and reporting, plus the package that matches.