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ERP Guides

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Step-by-step guides for choosing and running an education ERP

Practical guides and checklists for every stage, from shortlisting platforms to running a multi-campus rollout.

  1. 1Select
  2. 2Define requirements
  3. 3Plan
  4. 4Roll out
  5. 5Govern
  6. 6Improve

All guides

  • Start here

    Education ERP Selection Guide

    Evaluate platforms, vendors and fit for your institution type and growth plans.

    1. 01Why institutions change platforms
    2. 02Building your evaluation team
    3. 03Requirements that matter most
    4. 04Questions to ask every vendor
    5. 05Comparing total cost
    6. 06Making the final decision
    6 chapters · 18 min

    Free Guide

    Education ERP Selection Guide

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  • Checklist

    School ERP Requirements Checklist

    K-12 requirements across academics, fees, transport and parent communication.

    4 chapters · 10 min

    Free Guide

    School ERP Requirements Checklist

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  • Checklist

    University ERP Requirements Checklist

    Programmes, examinations, research, accreditation and governance requirements.

    5 chapters · 12 min

    Free Guide

    University ERP Requirements Checklist

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  • Guide

    ERP Implementation Planning Guide

    Phases, roles, data migration and change management for a successful go-live.

    7 chapters · 22 min

    Free Guide

    ERP Implementation Planning Guide

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  • Guide

    Multi-Campus Management Guide

    Standardise operations while giving campuses appropriate autonomy.

    5 chapters · 15 min

    Free Guide

    Multi-Campus Management Guide

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  • Guide

    Education ERP Finance and Reporting Guide

    Fee structures, collections, budgeting and the financial reports leaders need.

    5 chapters · 16 min

    Free Guide

    Education ERP Finance and Reporting Guide

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  • Brief

    AI in Education Administration Brief

    Where AI can help today, what to prepare, and how to keep human oversight.

    3 chapters · 8 min

    Free Guide

    AI in Education Administration Brief

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Try a checklist

How ready is your requirements list?

Tick what your current shortlist already covers. The full checklist includes transport, HR, inventory, security and reporting.

Free Checklist

ERP Requirements Checklist (full version)

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School ERP requirements · preview

0 of 12 covered · 0%

Admissions & student records
Academics
Finance
Communication

Want help applying a guide?

Our consultants can walk your evaluation team through any guide and map it to your institution.