Wauton Samuel Open Day Friday 10 th January 2013 WELCOME
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Transcript of Wauton Samuel Open Day Friday 10 th January 2013 WELCOME
Wauton Samuel Open Day
Friday 10th January 2013
WELCOMEPresented by :
David Waugh Jan Spaticchia Abdul MuhaiminMichael HooperJayne HooperMoira Dunn
David Waugh - Introduction to the dayCore ValuesOur core philosophy, values and vision
JS
Meet the teamAn introduction to the team at Wauton Samuel
AM
The last 2 yearsInsight into our activities over the last 2 years
AM
Client SupportUpdates from client support and feedback from Client Survey
JH
Product DevelopmentsImportant development plans for the next 12 months
MH
Break
David Waugh - Introduction to the dayUpgrade updatesUpdates and information on upgrades
MH
School web servicesNew features in School Web Services
MD
Communication to schoolsUpdate on activities to communicate our messages
AM
School census changesImportant January 2014 School Census information
MH/JH
School workforceImportant information regarding School Workforce
MH/JH
The Future Our vision for the next 5 years
JS
Questions and Answers ALL
To create magical solutions• We create magical solutions which bring order and clarity to
complex problems
To empower people• We empower people to work to their full potential and
achieve results that they never thought possible
To make a real difference• We make a real difference through passionate people who
strive to deliver excellence in everything they do
Our Core Purpose
We are the future
Our Core Values
Integrity Taking an open, honest and ethical approach to what we do.
Our Core Values
Quality ServiceQuality service as measured by our customers, delivered by outstanding people who really care
Our Core Values
InnovationFinding new, exciting and highly efficient ways to solve challenges
Our Core Values
RewardCreating a nurturing environment where everyone feels challenged, contributes effectively and is fairly rewarded.
Our Core Values
DeterminationBeing clear about what we want to achieve and not letting anything stop us from getting there
Our Core Values
FlexibilityAdopting a highly flexible approach by listening to our customers, understanding their needs and going the extra mile
Our Core Values
give your customers a damn good listening to
Integrity Taking an open, honest and ethical approach to what we do. Quality ServiceQuality service as measured by our customers, delivered by outstanding people who really care
InnovationFinding new, exciting and highly efficient ways to solve challenges RewardCreating a nurturing environment where everyone feels challenged, contributes effectively and is fairly rewarded. DeterminationBeing clear about what we want to achieve and not letting anything stop us from getting there
FlexibilityAdopting a highly flexible approach by listening to our customers, understanding their needs and going the extra mile
Our Core Values
MEET THE TEAM
Christmas 2013
David Waugh
• Chairman and Chief Executive
• The ‘Wau’• Determined, organised
and focussed
Abdul Muhaimin
• Managing Director• 12 years• Previously administrator
at Ofsted inspections
Jan Spaticchia
• Non-Executive Director• Chairman & CEO – The
énergie Group• 18 years experience in general
business and marketing• Formerly advisor to major
groups including Marriott and Ernst and Young
Michael Hooper
• Development Manager• 9 years• Likes Cold Beer
KimAdam
Clinton
Jayne Hooper• Client Support Manager• 16 years• Organised, Committed
and a Mother
Linda Michelle Robyn Jasmine Sam Moira
Alex Kim WilliamSimeon
Shirley Grace• Finance Specialist• Since Wauton Samuel
started! • Honest, Dedicated and
Reliable
Chris Edmund
• IT Technician• Reserved, Polite, Quiet• Chicken pie and chips
Ines Robyn
The last 24 months
South London Busines Awards 2011
Best Customer Service 2012
Best Customer Service 2013
IMLS Framework
• Information Management and Learning Services• Created to provide Local Authorities and schools:
a) Easy and trusted purchasing routesb) Validated software suppliers and productsc) Local Authorities to tenderd) Open the marketplace
• Over 4 months work to become a verified supplier:a) Included practical tests by DfEb) Written processes of key areas such as assessmentsc) Financial verification
Finance for Academies
• Adapting software to cater for new academies and existing schools
• Meeting YPLA and EFA requirements• Changed to meet external company accounting• Updates to meet HMRC VAT requirements• No extra charges to our schools transitioning to
academies
Finance to SWS
• Development took longer than expected• All functions complete• User testing phase• User test group - volunteers• Looking for early adopters • Little or no retraining required
Finance Screen Shots
Finance Screen Shots
SWF in SWS
• School Workforce Return changes ready for November 2014
• Everything you need in School Web Services• Employee management • Safeguarding• Summary reporting
LA and DfE Returns
• Continued updates of all software to meet statutory returns
• Continued updates of all software to meet LA requirements
• Working with third party software i.e. target tracker, atomwide, lgfl
• DfE Software supplier meetings
PARENTPAYReporting Balances
to Parents
SWSUploading
balances to Parentpay
PASAPPDinner Money
and Clubs
EYFS Statutory Developments
• Full development of EYFS statutory framework• Ready from July 2012• Detailed analysis in SWS automatically
converts to statutory return in PASAPP• Already included in SWS• No extra charge
EYFS Screen Shot
Client Support
Presented by :Jayne Hooper
Call Statistics
September
October
November
0 500 1000 1500 2000 2500 3000 3500 4000
20132012
Client Survey
THANK YOU
0
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HOW CLIENTS SCORE OUR PASAPP SOFTWARE
200420052006200720082009201120122013
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HOW CLIENTS SCORE OUR FINANCE SOFTWARE
20052006200720082009201120122013
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50
60
HOW CLIENTS SCORE OUR SCHOOL WORKFORCE SOFTWARE
20082009201120122013
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HOW CLIENTS SCORE OUR SCHOOL WEBSERVICES SOFTWARE
2009201120122013
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HOW CLIENTS SCORE OUR I.T. SUPPORT SLA
20052006200720082009201120122013
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HOW CLIENTS SCORE OUR TELEPHONE SUPPORT
200420052006200720082009201120122013
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60 HOW CLIENTS SCORE WAUTON SAMUEL OVERALL
200420052006200720082009201120122013
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WOULD YOU RECOMMEND OUR SOFTWARE TO ANOTHER SCHOOL OR L.A.?
200420052006200720082009201120122013
Comments from SurveyTelephone Support: Score 5 - ‘Always very helpful’
Telephone Support: Score 5 - ‘Excellent patience of a saint - if any of you need adopting let me know’
Telephone Support: ‘Call backs….!!!!’
Telephone Support: Score 5 - ‘Always helpful and always get a solution’
Telephone Support: Score 2 - ‘Takes a long time to resolve an issue’
Client Relationship Managers
Focus Group
Finance Support• Shirley Grace
i. With Wauton Samuel since it first startedii. Expert School Finance Support
• Anne Sandersi. Available from April – on site supportii. Expert School Finance Support
• April Marti. Available for bursarial ad hoc appointmentsii. Expert School Finance Support
Wauton Samuel Product Development
Presented by :Michael Hooper
Current Market Conditions● Increasing trend to utilise Web Based Products as opposed to Windows
Applications
● Suppliers are finding it difficult to develop new web based products or convert existing Windows Applications○ New products have lack of depth of information○ Older converted products have unwieldy interfaces
● Future changes in DfE Census Collections in 2016 require planning of development resources
● We are in an advantageous position of having over 15 years of product development available in Pasapp, School Workforce and Finance, and a relatively new web based product allowing us to be flexible in its conversion.
Where We Are● Finance Application 100% Converted to web based application and undergoing
system testing, available for Beta Testing
● Lessons learned from finance conversion being used in Pasapp Conversion
Browser Based Software
IE Safari Firefox
Client machines just need a web browser:
Chrome
Browser Based Software
IE Safari Firefox
Client machines just need a web browser:
Chrome
Apple MacLaptops
pc
tablets
pda’s
Can be used on a range of devices:
Browser Based Software
Can be used on a range of devices:
IE Safari Firefox
Apple MacLaptops
pc
Client machines just need a web browser:
Chrome
pda’s
tablets
Browser Based Software
Can be used on a range of devices:
IE Safari Firefox
Apple MacLaptops
pc
Client machines just need a web browser:
pda’s
Chrome
tablets
Browser Based Software
Can be used on a range of devices:
IE Safari Firefox
Apple MacLaptops
pc
tablets
Client machines just need a web browser:
pda’s
Chrome
Where We Are
● Finance Application 100% Converted to web based application and undergoing system testing, available for Beta Testing
● 60% of PASAPP already in School Web Services
● Lessons learned from Finance conversion being used in Pasapp Conversion
● Pasapp Access Version Available with fresh look and all 2014 Census Updates following Census testing
Where We Are● Finance Application 100% Converted to web based application and undergoing
system testing, available for Beta Testing
● Lessons learned from finance conversion being used in Pasapp Conversion
● New Pasapp Access Version Available with updated display and all 2013 Census Updates following Census testing
● Pasapp in early stages of conversion to web based application
● More focus being put onto development requests being developed and released
● More focus will be required in planning for future DfE Census changes
2014 Development Plan● Pasapp Conversion
○ We will be converting Pasapp one menu area at a time
○ Before starting each menu area we are reviewing any outstanding development requests for that menu area and attempting to implement your suggestions while moving through the conversion
○ We will increase the number of WSSWS releases and keep users up to date with what features have been included in each version
● Release of a new WSSWS Dashboard and controls to enable a better overview of school characteristics.
● Planning for DfE School Census replacement
2014 Remaining 40%
BREAK•See Abdul about signing up for text messaging?
•Are you making best use of Assessment tracking?
•Are you using EYFS in SWS?
•See Moira to sign up for IT Support today!
•Do you want to get involved in testing?
•See Jayne to sign up for the focus group!
•Remember to complete your feedback cards!
Pasapp Upgrade Issues & Solutions● Issues with Patches since clients moved from Windows XP
● Issues with Browser Security making patches harder to download
● WS Automatic Upgrade only works when run as administrator
● Not always clear whether a new version is required
○ We are going to use digital certificates to improve the download experience and improve security
○ We are writing an update service that will prompt you when a new version is available
○ The prompt will tell you what is new in the version so you will not need to continue visiting the website to get these details
○ The service will need to be installed using administrative rights so all users of the computer will be updated in single go.
School Web Services
Live Demo
Presented by :Moira Dunn
www.wautonsamuel.co.uk
• Easy to navigate• Easy to update• Clear, concise and user friendly• Flexible for us to provide you with more
targeted information• We would love to hear your feedback and
ideas!
School Census
Presented by :Jayne Hooper &Michael Hooper
Version of PASAPP
9.6.3 release date 13th January 2014
School Census Spring 2014
Last digit of DFE number
Selected time
0, 1 or 5 The selected time is one hour before the end of morning school
2, 3 or 6 The selected time is one hour after the start of afternoon school
4, 7, 8 or 9 The selected time is one hour after the start of morning school
Time of Day
New and Updated Items• Top-Up Funding - This information is collected for each pupil in a school on roll on
Census Day for whom the school receives top-up funding from the local authority or in the case of a PRU another school. Top-up funding from the local is supplied from the local authority from their high needs budget directly, or in the case of PRUs though other schools, to meet the additional costs of support for individual pupils.
New and Updated Items
• Adopted From Care - due to confidentiality this information is only stored temporarily at the time of each census - This information is collected for each pupil in a school on roll on Census Day who were looked after immediately before adoption. It will be up to those who have parental responsibility (adoptive parents, special guardians and carers) to decide if they wish schools to know whether such children have been adopted, or are under a special guardianship order or a residence order.
• Accepts a new FSM meal rate type of other - useful for children with parents in Armed Forces or receiving free meals for reasons other than deprivation.
• Admission Appeals & Infant Admission Appeals in Academies - Schools of type Academy (49) are now required to return information on admission appeals for September 2013. This means that for all schools that are their own admissions authority, information is required on the number of appeals lodged, withdrawn, heard, rejected and decided in favour of the parents for all appeals lodged before 1 September 2013.
What’s CollectedExcluded Pupils Permanent exclusions in the previous academic year will be collected in the Spring Census
Attendance PeriodsStart of the Autumn term (from 01/08/2013) to 31/12/2013
FSM PeriodsFSM since the previous Census i.e. on or after 04/10/2013 and up to including the Spring Census Day
What’s CollectedPupil Funding Ages15 hoursPupils Aged 2 at 31st December 2013Pupils Aged 3 at 31st August 2013(DOB is between 01/01/2009 and 31/12/2011 inclusive)(DOB is between 01/09/2008 and 31/08/2009 inclusive)
25 hoursPupils Aged 4 at 31st August 2013(DOB is between 01/09/2008 and 31/08/2009)
Errors and FixesError: Rank 1 SEN Type must be provided for pupils with SEN Provision of 'P' or 'S‘Go into: School Census/Maintain Pupil SEN/Select Child/Type of Need. Rank them in order of the greatest need
Error: Activity is missing for MarsGo into: School Census/Classes/Ensure activity is completed for every class
Error: Pupil reconciliation does not matchGo into: School Census/Classes/click on Clear at bottom of screen and re run census
Error: Pupil with SEN Provision of S (statement) reported not to be in receipt of top-up funding, please check if this is correct.Go into: School Census/Top up funding/Tick whether child receiving Top Up Funding
Error: Invalid Post Code - SE15Go into: School Census/Update Pupil/Enter Childs Name/Amend postcode as necessary
Errors and FixesError: Childs Funded Hours MissingGo into: School Census/Funded Hours/Enter appropriate hours for all 2, 3 and 4 year olds/Select update all 2, 3 and 4 year old/close screen
Error: Hours at Setting missingGo into: School Census\Hours of Setting
Error: No details of admissions appeals foundGo into: Click Admission Appeals then enter admission appeals information or if you don’t have any, enter 0
Error: No source of Ethnicity found for this pupilGo to: update pupil and put in the details
Errors and FixesError: Where first line of address is present second also must beGo to: update pupil and put in full address
Error: Class type and year group not compatible Go to: update pupil and check they are in the correct year group and recheck date of birth and check the year group of curriculum
Error: Please check sessionsGo to: attendance and check no information has been generated or entered for holidays or during school closure periods. DfE do not count # or Y in the collections, these can remain.
Error: Year group or key stage not consistentGo to: housekeeping/year groups and check that the academic year of births are correct
Summary Report
Please!
Check the Summary Report
School Workforce 2014
Presented by :Jayne Hooper &Michael Hooper
How To Avoid SWF Problems
1. Use SWF to load ALL employee details
SWF
FINANCEPASAPP
EMPLOYEES
How To Avoid SWF Problems
• The tick box ‘Include on School Workforce?’ on each employee record should be completed when loading if they should be included
• Enter an employees Qualifications
• Enter an employees Contract Information
• Enter an employees Pay and Conditions
• Ensure that you have entered ‘Eligible to Teach’ if they can
• Ensure that all teacher have a ‘Teacher Number’
How To Avoid SWF Problems• Import FinanceStandingData.mdb when it is released
• Run SWF Returns regularly, print & use the summary report to observe changes in school employment & attendance patterns
• Check the Summary Report – if you only have one member of staff in school this is a good induction that the employee data isn’t quite complete
• Wauton Samuel can provide SWF Health Checks to resolve common issues over the Summer Holiday
• New Report to be developed to show employees included in the return and those that haven’t along with reasons
• New Function being developed to allow users to manually override a spine point if schools no longer use DfE’s recommended Spine Points
People can be divided into three groups
those who make things happen
those who watch things happen
those who ask ‘what happened’?
Success.
Questions?