This playbook sets out what we find in most education businesses before they move to a single system, what we set up, and the reports owners use once it is running.
Where the money leaks
- Fee balances are argued over at the gate
- Admissions, exams and accounts each keep their own list of students
- Parents call to ask what they could read on their phone
What we set up
- Admissions
- Applications, enrolment and student records.
- Fees
- Fee structures, invoices, mobile money receipts and balances.
- Academics
- Classes, timetables, attendance and assessment.
- Online learning
- Courses, lessons and quizzes for students and staff.
- Parent and student portal
- Results, balances and notices on the phone.
- Staff and payroll
- Teaching and support staff, leave and payroll.
How a normal day runs
- Student admitted and enrolled
- Fees invoiced and collected
- Attendance and results recorded
- Reports sent to parents
Reports owners use
- Fee collection and balances
- Enrolment per class
- Attendance
- Results analysis
Modules involved
Accounting, HR and Payroll, CRM, Stock, Projects. They share one database, so every entry updates the accounts and the reports together.
Where to start
Most education businesses start with accounting, HR and payroll, CRM, then add the rest once the first phase is stable.
Questions we are often asked
- Can parents pay fees by mobile money?
- Yes. Payments are matched to the student and the balance updates without manual entry.
- Is there a learning platform?
- Yes. Courses and assessments can be delivered online alongside the school system.