INTERACTIVE PLANNING GUIDE

Prepare a demonstration that answers your real questions

Build a focused brief around your institution, three priority workflows and the evidence you want to see.

Experienced teacher in coral introducing classroom materials to a new colleague

THE PEOPLEDescribe the institution

The same capability means different things in a preschool, boarding school or university. Give the demonstration enough context to use the right structure and language.

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Institution leaders · Evaluation teams · Department owners

A concise demo brief you can share with your evaluation team.

Registrar in a raspberry jacket reviewing enrollment documents with an adult learner

Prepare a demonstration that answers your real questionsDescribe the institution → Decide what evidence matters

SEE HOW THE WORK CONNECTS

Bring a scenario, leave with evidence

Use the same scenario and acceptance criteria throughout your evaluation.

01
Describe the institution
The same capability means different things in a preschool, boarding school or university. Give the demonstration enough context to use the right structure and language.
02
Choose the work to demonstrate
Prioritize complete tasks over a tour of every module. A short, specific scenario helps both sides understand what successful behavior looks like.
03
Decide what evidence matters
A useful demonstration ends with a clearer decision record. Agree how the team will distinguish demonstrated behavior from a requirement needing further review.

Illustrative workflow · Shape the details around your institution.

Describe the institution

The same capability means different things in a preschool, boarding school or university. Give the demonstration enough context to use the right structure and language.

Identify the institution type and academic modelInclude levels or programs, academic periods and any distinctive progression or assessment rules.Describe the operating scaleNote approximate student numbers, campuses and teams involved. Estimates are sufficient for an initial conversation.List the systems that must connectIdentify identity, finance, learning and communication tools, with a named owner where possible.

Choose the work to demonstrate

Prioritize complete tasks over a tour of every module. A short, specific scenario helps both sides understand what successful behavior looks like.

Select three priority workflowsFor each, name the person starting the task, the information available and the result they need.Add one exception to each workflowConsider missing evidence, an approval delay, a transfer or a correction after a record is finalized.Prepare fictional sample informationUse invented names and representative structures. Do not send live student records or credentials through a general enquiry form.

Decide what evidence matters

A useful demonstration ends with a clearer decision record. Agree how the team will distinguish demonstrated behavior from a requirement needing further review.

Invite the people who own the tasksInclude operational users and the person responsible for the final evaluation, with technical input where integrations matter.Choose access and usability checksAsk to see a restricted action, error recovery and the relevant mobile or accessibility scenario.Record questions and next stepsCapture what was shown, what needs configuration, what remains unresolved and who will answer it.

Make it specific to your institution.

Team notes, owners and open questions

Keep this working copy free of student records, credentials and sensitive personal information.

Questions before the next step.

Do we need a complete requirements document?

No. Start with a concise institutional profile and three well-described tasks. The conversation can reveal which areas need more detailed discovery.

Should we include price questions?

Yes. Explain the scope and rollout assumptions behind the question so the commercial discussion can distinguish recurring service, implementation, migration and integration work.

Can different departments attend together?

Yes, particularly when a workflow crosses their responsibilities. Choose an owner for the session and keep the priority scenarios visible so the discussion remains focused.

Explore the related guidance

TURN THE READING INTO A USEFUL CONVERSATION

Bring your questions. Start with your context.

Use a workflow, a checklist or an unresolved decision to shape a tailored demonstration.