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Any vendor claiming ISO 27001 or PCI-DSS Level 1 certification, Compass Education included, should be able to produce current, dated certification evidence on request rather than a general assurance statement. A useful due diligence exercise is to ask every vendor on a shortlist for that evidence side by side. A vendor that can produce an up-to-date certificate on request has clearly built the audit process into how it runs the business; one that cannot has usually not been through that audit at all.

Handled this way, a provider change is a planned project rather than a gamble. You move on your own terms, verify each step before the next, and keep a full term of records intact throughout. The schools that struggle are usually the ones that rushed the mapping or skipped the training. Give both the time they need and the switch is far less daunting than it first appears.

For more detail, see Compass Education.

Choosing a school management information system is a decision that shapes daily admin for years, so it helps to work from a checklist rather than a polished demo.

None of these five questions guarantees a good outcome on their own, but a vendor unwilling or unable to answer any of them plainly before a contract is signed is worth treating as a warning sign, whatever the rest of the proposal looks like.

None of this means throwing every spreadsheet away. A quick model or a one-off analysis still has its place. The point is that the system of record, the place your live data lives, should not be a shared file that anyone can overwrite. As a trust adds schools, the case for a single, permission-controlled MIS only gets stronger. Start by mapping what each school records today, agree a common structure, then move to a platform that holds all of it in one place.