Welcome to Arbor!
Congratulations on choosing Arbor as your new MIS for your Trust and schools.
This digital journey will take you through your implementation of Arbor on a week by week basis. You will be provided with all the information you will need to be able to feel confident with the move, and support your schools along the way.
You will be provided with week by week emails, tracking the progress of your schools implementation, content around training, useful resources and preparing you for your very own MAT MIS site!
This article breaks down the content at each stage of the process and what you will expect to see over the coming weeks! We look forward to bringing you onboard!
Please note the following can vary for a GroupCall API migrator, we are working on adding the GroupCall Migrator specifications to this guide. If you need to raise any data discrepancies post migration please contact Arbor support or your dedicated partner and we will be advised of the next steps.
Welcome
What to expect?
Following your time with the partnership specialist team, it is now time to start work with the MAT onboarding team!
Take a look at where you are on the journey below:
To get started, this week there are a few pieces of information to consider and confirm with the team to ensure we are kicking things off smoothly.
- Confirm your schools key contacts and their details ( use this guide if you haven't already)
- Confirm your Trust key contact for the MAT MIS (the central MAT Arbor site) and the release date (if you are looking to have access to this sooner than your release date, please contact the onboarding team to discuss this)
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Begin to think about booking your MAT MIS Training (if you have purchased this). You will shortly be sent a link to book this training, and this would be recommended to take place around 2 weeks after your Schools Go Live on Arbor.
* Please note this is your central team training, we are contacting your schools directly to discuss their specific training.
Top tip for this week!
The sooner you provide Arbor with this information, the smoother this process will be in ensuring your schools get off to the start they need. It is also worth noting that, if your schools are not yet aware of the move to Arbor, now is the perfect time to do this so you are able to prepare for any questions and help with the change.
Preparing for Implementation
What to expect?
We will be checking in again to remind you to provide us with the key contact details for your MAT and Schools. Please remember that in order for your schools to begin their implementation, it is key we receive these details!
Top tip for this week!
Now that you have assigned the key members of the project team, the schools will need to understand their roles and responsibilities at this point to ensure that Arbor is a success at their schools.
School Implementation Begins
What to expect?
Now the schools can really get started on making their implementation a success, below you can see the tasks that are set for them to complete over the next few weeks:
Schools will be invited to book in a kick off call. The onboarding team will go through the process of moving to Arbor in more detail for your schools, giving them information about what they need to do over the next few weeks as you get ready for your new Arbor MIS to launch. There will be the opportunity to ask questions throughout the session via Q&A.
Pre-launch training
After the kick off call schools will be invited to book their pre-launch training and we will show them how to do this. This is delivered in two parts online, this service is suitable for all new Primary schools or Special/Alternative schools that function like a Primary and is shared with other schools.
This link goes to our guidance and workbook on data cleansing and checking. This will be covered as part of the kick off call.
Schools will need to notify any 3rd party systems of your move to Arbor before migration.
For more information about your school’s Primary Onboarding journey click here for the full week by week guide.
Top tip for this week!
The sooner schools get going with the above tasks the easier the transition will be, contact your Project Leads to make sure they are happy with the tasks.
Pre Launch Tasks
What happens this week?
The schools should have completed their kick off call and be on with the remaining tasks:
Pre-launch training
Schools should have arranged their two pre-launch training sessions and arranged for the relevant staff to attend the sessions.
Schools should have started making progress with their data checking.
Schools should have started working through their list of third parties and notifying them of their move to Arbor.
Top tip for this week!
The most successful MAT’s and schools going through this journey are the ones who ensure they keep close communication within their teams, ensuring everyone has the support they need, and are on top of their key milestones.
Pre Go Live Progress Report
What happens this week?
By this stage, your schools should be well underway with their data checks and data cleansing. They should also now have their key training sessions scheduled and be attending these in preparation for their Arbor Go Live!
You will be sent a progress report so you can ensure your schools are on track ready for go live.
Arbor Go Live!
What happens this week?
Congratulations! Your schools are now Live with Arbor!
We are really excited for your schools to get started with using their brand new MIS. The Primary Onboarding team will be reaching out to the schools directly to make them aware their school sites are live, and support them with their first time logging on to Arbor!
If your schools have any queries they can email us by clicking Contact Us in the top right of the Help Centre and select Onboarding, migration and moving to Arbor.
You will receive a report of the Live schools so you can check they are all up and running.
MAT MIS Launch!
What happens this week?
Congratulations!
Your MAT MIS has now been launched! Get ready to see data across your MAT at a glance…in real time!
Your key central contact should receive an email with a link to the ‘first time login’ to the MAT MIS. From here, further central staff profiles can be created. Watch your MAT MIS team grow!
Let's take a look at the key features your MAT MIS will bring to you.
- Get one single overview of all your schools, in one place
- One Central MIS login
- Manage your staff data centrally
- Build custom reports painlessly
- Understand the detail that’s making a difference
Click here for more information on your move to the MAT MIS and what you can get out of this.
Top tip for this week!
If you have not already done so, we would recommend you book onto your MAT MIS training (if this has been purchased), to really understand the platform and how you can use this within your central team.
Post Launch
What to expect?
Your schools should now be well underway with using their new MIS!
At this stage, it is really important that they have booked their Post launch training, which is recommended to take place around two weeks after their launch.
This training will help them to understand the wealth of information they can get using, along with reporting and more advanced communication skills.
Top tip for this week!
Even though your schools are now live with Arbor, we still recommend you ensure your schools are on track with the remaining of their basic but crucial training sessions, so that Arbor is properly embedded in your schools, and they are able to get the most out of their new MIS.
Welcome to Account Management
What happens this week?
Congratulations, your schools and trust have completed their implementation phase onto Arbor MIS!
What does this mean?
Schools should be using Arbor for their day to day activities and building upon this knowledge to get confident and familiar with all our functionality!
Your Account Manager looks after your commercial relationship with Arbor and can help you with any questions or queries relating to your contract. They can also speak to you about further training or initiatives you are planning for your schools now or in the future (for example you might now be thinking about further 3rd party consolidation or rolling out parental engagement, assessments or behaviour management).
Top tip for this week!
Now your schools are using Arbor, it might be a good time to check in with them for the following:
- Remind them of their support channels from here, whether that be Arbor support or a dedicated support partner. This will mean they can feel confident with developing themselves by asking questions and gaining further knowledge on their new MIS!
- Understand whether your schools could gain from some further training and support in particular areas going forward.
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