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What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce solutions . Bernard Cheng: Principal An Australia Street Infants School Experience Australia Street Infants School

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Page 1: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What do you do if parents can’t come to you?

Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce solutions.   

Bernard Cheng: PrincipalAn Australia Street Infants School Experience

Australia Street Infants School

Page 2: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Schools traditionally are…

Schools are very good at considering and delivering continual improvement to:

• Teacher quality

• Student outcomes and achievement

• Building positive and productive relationships with parents.

However until recently ….

• We have not really considered in close relief how our school offices operate and how the administrative services they provide could be more effectively delivered beyond OASIS.

Page 3: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

So where is our thinking at …

Currently we are thinking globally about …

• Learning Management Business Reform (LMBR)

• Student Administration Learning Management (SALM)

• These projects are focussing on system wide thinking with a view to integrating the multitude of DET systems for payroll, HR, finance, and student management in a more efficient and integrated way.

Page 4: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

So where is our thinking at …

Through initiatives such as the Principal Innovations Network (PIN) we are participating in the development of these new systems informing the process of ...

What schools require to effectively support their “business requirements” at the point of service delivery not only as it relates to; efficient financial management & reporting but ultimately supporting how parents expect to interact with us.

This is giving us a frame to consider and question at the local school level:

• How do we support efficient financial management practices in the office?• What support do we need to provide to parents to engage with us?• What systems do we need to do this effectively?

Page 5: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

So where is our thinking at …

To do this effectively we need to reflect on the issues ...

Page 6: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

In regard to the school office we understand and acknowledge that …

• School Administration Managers are required to simultaneously manage multiple tasks accurately and efficiently in a busy and

unpredictable environment that include:

- Very prescriptive and inflexible methodologies for completing school finance activities

- The phone

- Walk in traffic (Parents and Prospective Parents)

- Teachers and students.

Page 7: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

However have we considered that …

• The average continuous time a SAM spends on a task in a day is approximately 15 minutes.

• Most financial tasks undertaken have on average 4 interruptions prior to being completed from disparate sources.

• Continued Interruptions lead to inefficient workflows with high unnecessary error rates.

Page 8: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

Parents…

• are increasingly time poor

• find it difficult to interact with schools during operational hours due to increasing work commitments

• want to be able to interact dynamically with their school online much the same was as we expect to be able to do so with institutions that we need to access after our school day!

Page 9: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

Our administrative systems generally have not addressed these as issues for consideration and operate on the premise that …

Page 10: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

Parents are required to come into the school office to complete administrative tasks or if they can’t, expect

students to be able to interact in their behalf either directly or via a teacher.

Page 11: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

These are critical issues for to be solved in a school office context.

Page 12: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What are the issues?

Schools need to respond to:• Parent difficulties in accessing the office during school hours.

Whilst introducing:• Administrative systems that introduce work flow efficiencies.

That is to:• Increase productive on-task time for the SAM through common task automation, allowing for asynchronous batch processing of tasks whilst reducing the need for parental face to face contact in the school office.

Page 13: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

What is the solution?

Web delivery of administrative and e-commerce functions via dynamic and functional websites.

Page 14: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Web delivery of administrative functions

• Web delivery of administrative functions is an opportunity to provide a dynamic and scalable solution that can be developed to meet these conflicting needs…

Through the development of:

• An online information and financial management system built on a self service client based information ownership model.

• This allows users to freely interact and maintain their own information via self registration and secure log in.

Page 15: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online services and information ownership

This model effectively manages:

• Double handling of information and tasks

• Input data error

• Information loss.

Most importantly:

• Relieves the SAM of common tasks that can be automated and consolidated for management at more opportune times freeing up time for other more complex concentration intensive tasks

• re-frames SAM attention to data manipulation rather than input

• allows for asynchronous task completion removing the on demand aspects of parent interactions in the office.

Page 16: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online services and information ownership

SQL

Web Server

User Interface

Data creation, access & self management

Data access & user management

Office Interface

Creation Access

User Data

Page 17: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Australia Street Infants School

What we have done at Australia Street Infants School

A little background information

Page 18: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School Context

School Size

• PP5

School Programs

• Lennox House – Schools as Communities Centre (400 registered families)

• Pre-School (20 Enrolments)

• K- 2 Infants School (110 Enrolments)

SASS Allocation

• 1 x SAM

• 1 x 0.4 SAO (2 days per week)

Page 19: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School Population Demographic

• Inner city families with one or more parents working in a combination of full and part time capacities.

• Average of 2 children per family.

• 50% of children in Pre-School to Year 2 attend before and after school care 5 days per week with another 30% of children picked up and dropped of to schools by other families by arrangement.

• Parents indicate that they are time poor with considerable work and financial commitments making visiting the school office to settle accounts or hand in notes very difficult.

Page 20: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School Office Issues

• High loss rate of notes going home and school activity fees being payed chronically late due to parents not being able to get to school.

• Limited SASS assistance for the School Administration Manager.

• Consistent interruptions from parents, teachers and students throughout the day prohibiting concentration intensive tasks from being successfully completed during school hours.

• Maintenance of an effective communication strategy with families attending our community programs whilst maintaining an effective relationship with our waiting list.

Page 21: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School Office Issues

Most importantly though …

Reduce the stress levels of the

School Administration Manager!

Page 22: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Another interesting issue to consider…

The phone will always ring

and

Parents work during school hours.

Page 23: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

The development of our e-commerce services

Phase 1

• Developed a scope for a website that would be able to provide Secure e-commerce functionality to parents 24 hours / 7 days per week.

• This required an understanding of key stakeholders that would interact with our website and their particular needs …

Page 24: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Website stakeholders and functional use

School Office

New FamiliesCurrent Families

Provision of financial services to parents 24/7

Increased access to school office functions whilst reducing face to face and phone contact as primary means of interaction

Automation of information gathering, manipulation and storage

School policy access management (downloads)

Email as a strategy for developing effective relationships with our enrolment waiting lists and registration lists

School promotion

Provisional enrolment management (User managed)

Program registrations (User managed)

School information access and interaction

School shop

News & current events

Student learning support and image galleries

E-forms for parent RSVP / Notifications

Page 25: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Key functionalities that were identified

Capacity to:

- Submit provisional enrolments and registrations online

- Pay school activity fees and Pre-School fees

- Purchase School Uniforms online

- Access school policy information and news on demand

- Electronic return of notes to school

- Maintain effective communication with families that attend school programs on a casual basis

- Maintain an effective relationship with our waiting lists

- Functional Scalability .

All functionality to be remote managed and monitored via a Blackberry / PDA

Page 26: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Crucially at this stage you are the expert!

• You do not need to be a web designer or programmer to develop your school website … You just need to know what questions to ask to those with professional skills to assist you.

• Equally web designers are not Educationalists and require the input from professionals in the field to develop appropriate tools that work.

This partnership between Technical and Educational is critical to success

The development of our e-commerce services

Page 27: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

The development of our e-commerce services

This led to a partnership with Australia Street Infants School and Razorcorp ( web development consultants)

Australia Street Infants School Input (Me)

• Website functionality requirements and architecture

• All web design work

• Technical Customisation (programming) of open source software

Razorcorp Input

• Technical assistance in sourcing open source solutions • SQL Server setup and basic software deployment• Ongoing technical assistance

Page 28: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

How our site fits with DET and UsDET Web server (Passive) Hosted SQL Server (Dynamic)

• Display of Static pages

• Dynamic pages redirect to Hosted Server

• Maintains DET Web address (Important)

• Public dynamic content served from here

• School interaction with dynamic content here

• Static pages Mirrored here

www.australiastreetschool.comwww.australist-p.schools.nsw.edu.au

Content fail safe

If one server goes down users can be redirected to view static content on either server

Page 29: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

So what does this site offer?

• Clear and easy navigation.

• School Shop.

• Online self managed enrolment & registration databases with user login.

• e-forms for student note returns and RSVP to school functions.

• Structured download database.

• News Blog.

• School Calendar.

Page 30: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Our front page … All services immediately accessible.

Page 31: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online School Shop

For Parents:

• Provides a service to parents to pay school activity fees and/or purchase school uniforms and other school related items outside of school hours

at a time convenient to them.

• Receive email updates in regard to the status of their order including generation of receipts sent via email.

Page 32: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online School Shop

For the school:

• Generation of payment certificates that allow for easy input into an EFTPOS terminal and receipted into OASIS (presently) with the ideal being integrated with new LMBR systems to provide live financial data to be interfaced with the school accounts systems

• Generation of order invoices and delivery slips.

• Email notification and online tracking of order status.

• Automated stock control.

Page 33: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Online Shop (Client side)

Page 34: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: School Shop (Admin side)

Page 35: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online enrolment and registrations Server

For Parents:

• Allows parents to submit provisional enrolments or registrations for our community programs directly to the school server outside of school and office hours.

• Parents are provided with a log in to self manage their submitted information over the life of their record being held on the server.

• Parents receive regular enrolment emails as well as previous and current sent message automatically being added to a recent mailings page on the website.

• 100% accuracy of information and 0% loss.

Page 36: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Online enrolment and registrations Servers

For the school:

• Provisional Enrolment and Lennox House Registration information is submitted to and stored on the web server in a SQL database ensuring 100% accuracy of client information and 0% loss.

• All records held on the server can be emailed allowing potential parents to receive regular enrolment news and updates.

• School is notified via email of any changes made to an enrolment record or when a new record is submitted.

• All applications submitted can be sorted and downloaded as an excel spread sheet eg: date submitted, local/non local, siblings etc allowing for efficient and accurate determinations for enrolments to be made.

Page 37: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Sample enrolment form (Client side)

Page 38: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Self service log in page (Client side)

Page 39: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Database Login (Admin side)

Page 40: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Database Management (Admin side)

Page 41: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Sent mailings page (Client side)

Page 42: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Student records (Admin side)

Page 43: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

E-forms

For Parents

• Development of “e-forms” that allow parents to submit returns for any school activity.

• Provides a mechanism to submit an online student absence explanation, and enrolment into parent workshops as well as RSVP’s to school

functions.

Page 44: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

E-forms

For the school

• Significantly reduces the number of hand written or return slips that are required to be physically sorted by the class teacher and submitted to the office for collation.

• Provides a mechanism via dropdown fields for e-forms to be either emailed to the school admin area or directly to the class teacher.

• High percentage of notes returned on time as parents again are able to access and return required RSVP’s, permissions slips outside core school hours.

• All returns stored in a SQL Database for easy retrieval, sorting & storage.

Page 45: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Absence e-form

Page 46: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Parent workshop e-form

Page 47: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School download database

For Parents

• Implementation of a structured download database that allows for all of our school documentation and multimedia files such as podcasts. MP3 files and streaming movies to be accessed 24 hours / 7 days per week.

• Access to important school information eg: enrolment policies quickly and easily leading to an enhancement of understanding of school

policy based decision making.

Page 48: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School download database

For the school

• Provides an easy and accessible repository of important and regularly requested information leading to better communication of school policy perspectives to parents.

• Allows the capacity to stream multimedia files of school events to the school community and around the world.

Page 49: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: School download page

All school information is publicly available for download. Very little is actually available in hardcopy form at school.

Page 50: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Other functionalities

School Blog and class Blog pages

• School Newsletters and important current events are posted to a whole school blog page weekly.

• Class teachers maintain a weekly class Blog that communicates what children are learning including the capacity for moderated parent comments.

School Calender

• merges multiple stakeholder calendars via colour coding for keeping track of all school events.

• Both of these functionalities allow parents to subscribe to RSS feeds direct to their Computer or Smartphone each time a new event is added.

Page 51: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots:: School Blogs

School News Blog Year 1 Class Blog (all classes blog)

Provides parents with regular information about the school that is easily accessible and can be subscribed to via RSS feeds

Page 52: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots:: School Calendar

Free Google calendar that can be embedded within your site and subscribed to and integrated easily into most web based email accounts and MS Exchange.

Page 53: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

The development of our e-commerce services

• Phase 2

Website launch, training and encouragement of parents to interact with the school online.

• Phase 3

Gradual increase of uploading school information online with a gradual cessation of providing printed information.

• Phase 4

Continued solicited user input for refinements and enhancements of the service which has included the development of a school age calculator and local area determiner for parents to access.

Page 54: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: School Age Calculator

Page 55: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Screen Shots :: Local Area Determiner

Page 56: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Overall Success … Some statistics

• 51, 899 hits per month

• 1046 actual visits to the school website per month.

• All families in the school visit the website 5.7 times per month.

• Average time spent on our site is 10 minutes with 4 page views.

• 80% of the school has completed an online payment via the school website purchasing uniforms and paying school fees.

• In the previous 12 months $50,000.00 worth of online transactions have been processed.

Page 57: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Overall Success … Some statistics

Lennox House Community Program registration Web server:

• 400 registrations at a rate of 5 – 10 per week.

• 25% of the database log in and interact with their information in a monthincluding parents un-registering their record from the server when required.

• Bulk emails sent on a monthly basis to 400+ families.

• 100% of families registered to attend our program online.

Page 58: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Overall Success … Some statistics

School provisional enrolment web server from 2009:

• 150 provisional enrolment records held for Pre-School.

• 120 provisional enrolment records held for Kindergarten.

• 100% of provisional enrolments submitted online for 2009.

• Quarterly enrolment news emailed to 270 families including weekly updates during the period in which offers were made.

• Provisional offers for placement in the school were done solely by email and follow up phone call.

Page 59: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

School download database

Interesting fact:

During the period that student enrolment offers were made, 146 families downloaded a school enrolment policy!

Page 60: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Overall Success … Some statistics

Parent comment on their experience of being part of our online approach to enrolments …

“Whilst we were not successful in gaining a place in Pre-School, we appreciated all of the email communications providing regular updates on the enrolment

process. This enabled us to understand the decisions that were made taking the mystery out of the whole process.”

Page 61: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Subsequent impact on the school office

• 90% reduction in walk in traffic.

• 80% reduction in phone calls.

• 80% increase in parent return of notes and timeliness of payments.

• An estimated 2 hours per day / 10 hours per week of productive time has been gained that would be otherwise spent dealing with parent requests.

• As a relative costing this represents a saving of $240.00 per week or $9400.00 per year in productive time.

Page 62: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Subsequent impact on the school office

This has led to one huge change ….

SASS Staff, Teachers and the Principal have more time to socially interact with parents to discuss students and broader

educational issues!

Page 63: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Subsequent impact on the school office

• 90% of interactions with the school website happens between the hours of 7:30am and 9am and then between 7pm & 11pm

• 45% of families have logged in to modify their submitted information over 12 months on our enrolment database.

• 100% accuracy of information has been achieved through the provisional enrolment service.

• Recurring monthly financial tasks take 50% less time and with significantly less errors being reported.

Page 64: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Key considerations

• Your school website is the most effective tool for interacting with your school population in a focussed, flexible and cost effective way.

• Web designers and programmers have high level technical skill but not educational or contextual knowledge of schools or their communities … You do!

• Your role is to access the expertise required to assist in the development of the tools you need in response to a clear functional requirements set.

Page 65: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Key considerations

• Online service provisions allow parents to interact with the school at a time that is convenient leading to increased efficiencies in the office during the day and more focussed service provision to parents.

• Parent uptake is largely determined by how relevant the services you provide are to the demographics of your community.

• Importantly an easy to use, well laid out site is exponentially more effective that a flashy site with links buried in a complicated structure.

Page 66: What do you do if parents can’t come to you? Re-imaging the school office and the delivery of financial and administrative services to parents via e-commerce

Visit our website …

You can visit our website at:

www.australiastreetschool.com

or

www.australist-p.schools.nsw.edu.au

This presentation can be downloaded from:

www.australiastreetschool.com/downloads