Data portability is the second essential question, and it should be asked before any enthusiasm about features clouds the discussion. If the school ends the contract in three or five years, can it export its full historical data, in a usable format, without additional fees or delay? Get this answer in writing as part of the contract itself, not as a verbal assurance during the sales process, since it is precisely the point where the balance of power shifts away from the school once a contract is signed.

Spreadsheets are where many multi-academy trusts start, and https://www.capterra.com/p/199266/Compass/ for a single form entry they can just about cope. Run several schools from them and the cracks show quickly. Versions multiply, formulas break, and no one is quite sure which file is current. For a trust accountable to governors, the Department for Education and parents, that is a real risk rather than a minor annoyance.

Data security is the second area to test. Schools in the UK and Ireland hold sensitive records, so check where information is hosted, which certifications the provider holds and how access is controlled by role. A system that supports granular, role-based permissions protects records without slowing anyone down. Ask how data is backed up and how quickly it could be restored.

Support deserves its own line. Clarify what is included as standard, what a premium tier costs, the response times you can expect and where the support team is based. When a system is central to daily admin, slow or costly support is a real expense measured in staff time, even if it never appears on an invoice.

You can find out more via CompassCheck.

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