{"id":19386,"date":"2021-05-10T09:00:27","date_gmt":"2021-05-10T09:00:27","guid":{"rendered":"https:\/\/dev.xello.world\/blog\/purchasing-software-roundtable\/"},"modified":"2023-02-21T14:22:34","modified_gmt":"2023-02-21T14:22:34","slug":"webinar-purchasing-software-roundtable","status":"publish","type":"post","link":"https:\/\/dev.xello.world\/en-ca\/resources\/webinars\/webinar-purchasing-software-roundtable\/","title":{"rendered":"Purchasing Software: Tips for Success in Choosing, Buying, and Rolling Out a New Vendor in Your District [Webinar]"},"content":{"rendered":"<h2>In our April Roundtable, we were joined by Paul Hans and Anthony Cook, who discussed the keys to successfully selecting and implementing CCR software. Here\u2019s a recap of the conversation.<\/h2>\n<p>Thinking of purchasing new CCR software in your district, but don\u2019t know where to start? It\u2019s a timely conversation just as the school year winds down and districts consider changes for September.<br \/>\nA deliberate, thought-out process can help your school district select the appropriate software, get buy-in, and lead to a smooth transition.<\/p>\n<h3>Here\u2019s our panel:<\/h3>\n<p>Paul Hans, Career Education Coordinator for Council Bluffs Community Schools in Council Bluffs Iowa. Prior to that, Hans served as a principal, school improvement consultant, instructional technology coach, and teacher.<br \/>\nAnthony Cook, Coordinator of College and Career Services for the School District of Osceola County. An educator for almost 16 years, Cook has also served as a teacher (at the K-12, undergraduate and graduate-level) and as a counselor.<\/p>\n<p style=\"text-align: center;\"><em><a href=\"https:\/\/xello.zoom.us\/rec\/share\/_WXnKla-7ZK05pqFvziWOLq7sEf1Qc0iGitPiBx0UfrBTXXLsOCFgjbg6KBInvLi.92_Nms78bwoPMsne\"><strong>Listen to the Roundtable On-Demand Here<\/strong><\/a><\/em><\/p>\n<h3>What led you and your colleagues to decide that it was time to explore the different available career and college readiness platforms?<\/h3>\n<p>Changes to routine can cause a wide mix of emotions. To make a change in the workplace, sometimes the need must be obvious, and the perfect storm has to descend.<br \/>\nThis was the case in both Osceola County and Council Bluffs Community Schools according to Cook and Hans.<br \/>\n\u201cCovid forced the conversation,\u201d Cook says. That\u2019s because of the impact it had on funding which led the superintendent to say they need to consider other options. Although funding lit the fire, the embers were already glowing. \u201cThe counselor piece on our previous platform was not user friendly.\u201d<br \/>\nFor Hans and Council Bluffs, the perfect storm hit a few years ago when he transitioned into his current role. \u201cThere was no consistency of application, and there was not a singular process for scope and implementation,\u201d Hans says.<br \/>\nAnother issue was that there was little support from the company that sold them the system. \u201cThe system was implemented, installed, and then they walked away,\u201d Hans says. \u201cIn the meantime, no one figured how to use it and what it can do, so it lost its luster.<br \/>\nAt that point, Hans reached out to his colleagues to gauge interest. If there was another solution that could get the job done, would they be all in? He approached this deliberately and quietly as he was determined to get honest feedback. While some were comfortable with the previous system, they recognized the tool was not helping them achieve their goals when questioned about it. They needed a better way.<\/p>\n<h3>How did you decide on the process you would follow to research and evaluate new platforms?<\/h3>\n<p>Top-down decisions often lead to discontentment in the ranks. On the other hand, inclusiveness typically leads to buy-in, which both Hans and Cook used in their process of researching and evaluating platforms.<br \/>\nWhen Hans started the process of searching for a new platform, he was determined to focus on, \u201cwhat it is we\u2019re trying to do,\u201d and not get \u201cpulled into the advertisements\u201d of various platforms.<br \/>\nSo, he reached out to counselors who are primary stakeholders in the district (which later transitioned to teachers). He asked them to consider what they need the software to do. Ultimately, they came up with a list and developed a matrix. In the end, three vendors fit their criteria. The team reached out to other school districts and had conversations with those who were using the platforms they were considering.<br \/>\nHans feels strongly about the collaborative approach but cautions, \u201cit\u2019s tough to know who to involve.\u201d He suggests, \u201cbe inclusive, but be cognisant about wasting people\u2019s time.\u201d<br \/>\nBefore his current role, Cook was a counselor, and he has relationships with his former colleagues. Trust, openness, and honest feedback are the foundation of his department. This led to the process he implemented in researching and evaluating new software. \u201cThey were complaining about the product we had at the moment, so when the chance came to make a change, I said \u2018here\u2019s your opportunity.\u2019\u201d<br \/>\nCook gave the counselors a couple of weeks to research and send him programs they were interested in. Eventually, the list was whittled down to three. On his approach, Cook says, \u201cThey are on the frontline, so it\u2019s important to have a product they like and will use.\u201d<\/p>\n<h3>Who was involved in evaluating your options? Did you assemble an evaluation team?<\/h3>\n<p>Having a cohesive inconclusive team requires recognizing who needs to be at the table and finding the right number of members.<br \/>\nBesides himself, Cook\u2019s team included the head of guidance services, the AVID coordinator, an IT program specialist, and a college and guidance and career counselor from schools that ranged from high performing, to middle of the road, to underperforming. They took the original list and developed a top three.<br \/>\nAt that point, Cook and his colleague got it down to two and presented it to the superintendent and chief of staff. Ultimately, his direct supervisor asked him which he felt more comfortable with, and they went with his decision. From there, they went through approvals by the software committee and went to contract. Cook adds that his supervisor and the superintendent lean on and trust him which makes him even more determined to get the job done.<br \/>\nHans\u2019 team included counselors from both middle and high school, IT personnel, and assistant principals. Having IT at the table was important for Hans since the previous system required him to regularly act as a go-between them and other stakeholders. He wanted to minimize that need. Regarding assistant principals, \u201cI knew I would need the support of those who work with counselors and for them to hold us accountable. Having them there helped keep everyone on the same page and to mobilize their schools.\u201d<\/p>\n<p style=\"text-align: center;\"><em><a href=\"https:\/\/xello.zoom.us\/rec\/share\/_WXnKla-7ZK05pqFvziWOLq7sEf1Qc0iGitPiBx0UfrBTXXLsOCFgjbg6KBInvLi.92_Nms78bwoPMsne\"><strong>Listen to the Roundtable On-Demand Here<\/strong><\/a><\/em><\/p>\n<h3>How did you determine the criteria you would use to evaluate your options and what were some of the key criteria you settled on in your district?<\/h3>\n<p>Determining the right criteria is a challenge but also a key to sorting out the options.<br \/>\nHans notes that \u201ceveryone had a different point of view\u201d regarding what was important. He gathered every team member\u2019s criteria and developed a matrix which he shared via Google docs. He populated the matrix with research he gathered, along with the links so others could explore further. \u201cI did not assign tasks because I know how busy everyone is,\u201d he says.<br \/>\nThe Google doc encouraged people to chime in. \u201cIt generated questions and conversations with counselors that I did not have to lead,\u201d Hans says. This made the next meeting more efficient since disagreements and debates were handled in the Google doc. \u201cPeople could see why a tool they preferred didn\u2019t hit the mark as compared to others without being argumentative,\u201d Hans says.<br \/>\nBy the time the team gathered for the next meeting to make the final choice, the choice was clear.<br \/>\nCook notes his process was less formal and more subjective. Cost, he says, was a major factor. Other major criteria included user-friendliness, reports, and electronic transcript. While he took everyone\u2019s input and put it together, \u201cat the end of the day I had to make the decision.\u201d<\/p>\n<h3>You were both using different platforms before moving to Xello. How did you manage the transition process?<\/h3>\n<p>Even the best software is of no use if the implementation does not go well. And that starts with an effective transition process.<br \/>\nCook developed a deliberate process and recognized that a full rollout will take time. The counselors are being trained in year one, followed by the teachers in year two and then the specialty groups. \u201cWe started with the counselors since they are the site managers and are driving the bus,\u201d Cook says.<br \/>\nAfter watching the Xello videos, Cook developed an onboarding training that included the videos and some comprehensive questions. The purpose of the questions was to confirm the videos were watched and understood.<br \/>\nThe challenge that Hans\u2019 district faced was that the contract with their previous vendor ended in the middle of the school year. \u201cHow do you implement a whole new product mid-year?\u201d Hans says.<br \/>\nBecause Hans knew there would be hiccups, Hans strove to get out in front of the problem. \u201cI reached out to the Iowa DOE and let them know we are researching a new information system and to make them aware data might be missing and not what they want.\u201d He also promised to keep them posted.<br \/>\nThe transition also provided an opportunity for others to get involved since only one person ran the former system. That left counselors feeling a lack of ownership. With the new system, he gave the schools power, saying they \u201cwould be the king or queen of Xello at their building, who is going to be the go-to person.\u201d This, Hans says, \u201cput the onus back on them for certain processes to happen.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our April Roundtable, we were joined by Paul Hans and Anthony Cook, who discussed the keys to successfully selecting and implementing CCR software. Here\u2019s a recap of the conversation. Thinking of purchasing new CCR software in your district, but don\u2019t know where to start? It\u2019s a timely conversation just as the school year winds &hellip; <a href=\"https:\/\/dev.xello.world\/en-ca\/resources\/webinars\/webinar-purchasing-software-roundtable\/\">Continued<\/a><\/p>\n","protected":false},"author":16,"featured_media":19387,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[91,46],"tags":[96],"class_list":["post-19386","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-implementing-xello","category-webinars","tag-webinars"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Successfully Buying &amp; Introducing School District Software | Xello Webinar<\/title>\n<meta name=\"description\" content=\"Purchasing new software can be expensive. 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