EE live show guide flippy

18 JUNE 2014

EVERYTHING YOU LOVE ABOUT EDEXEC MAGAZINE IN A LIVE EVENT

INDEPENDENT TECHNOLOGY SPECIALISTS IN EDUCATION • Short and long term IT Planning • IT Health Checks • 1:1, BYOD or BYODD Readiness Review • Training and Inspire • New build and refurb PM • Day to Day IT Operations • Specialist IT Support

“IT was seen as a barrier to support teaching and learning. Carrying out a 1:1 readiness review with 9ine we were able to create and deliver a plan knowing it was achievable.”

Julie Hazeldine, Principal, Flixton School for Girls

“The IT Health Check has given our leadership team the knowledge of our IT systems and services in a way that we understand and can make informed decisions on.”

Tony Ryan, Headteacher, Chiswick School

WWW.9INE.UK.COM INFO@9INE.UK.COM

Welcome to EdExec LIVE 2014!

Thank you for joining us today at EdExec LIVE 2014, our fourth reader event for Education Executive. I for one am really excited to hear what our impressive speakers have to say – what a glittering bunch of education experts they are!

We’ve secured specialists in a wide range of areas, including free school meals, 1:1 tablet implementation, fraud, ICT procurement and academy conversion. With such experts on hand, we feel secure in the knowledge that you’ll leave today well-equipped to take on the challenges that you’ll face in your role tomorrow.

This year we’ve also added a number of panel sessions into the seminar mix to encourage more interaction between the speakers and audience. If you have a burning question you want to ask one of our panel members, please go ahead – they’ll be happy to help.

The day starts with an overview of the challenges facing the sector and the crucial role that the school business manager plays, and will continue with a series of seminars, with lunch and coffee breaks scheduled in between. The event culminates with networking drinks at 4.30pm, so we hope you’ll stick around – it’ll be yet another chance to mingle with your peers and chat all things school business management (or not, depending on level of brain overload!)

Each delegate will have been given a personal day schedule in their delegate packs. We ask that you please try to adhere to this as closely as possible, since demand has been high for all sessions. If you need anything, please don’t hesitate to flag me down – I’ll be around all day. Otherwise, I hope you enjoy the event!

Contents 05 Overview 06 Schedule 08 Seminars 10 Floor plan 12 Speaker profiles 18 Sponsors

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Feed back on your experience today by tweeting with the hash tag #EdEx ecLIVE

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Day overview

What to expect from the day

09.00 Registration and coffee 09.30 Introduction and keynote speakers

KEYNOTE PANEL DISCUSSION: PLOTTING A COURSE FOR SBMS Trevor Summerson, National College ; Dr Sebastien Chapleau , Headteacher, Bromley Bilingual School; Julia Anwar, head of business, The Olympus Academy Trust

10.30 Seminar session 1 (50 mins) 11.30 Coffee break 12.00 Seminar session 2 (50 mins) 13.00 Seminar session 3 (30 mins) 13.30 Lunch 14.30 Seminar session 4 (30 mins) 15.00 Seminar session 5 (50 mins) 16.00 Seminar session 6 (30 mins) 16.30 Networking drinks

In light of the current educational backdrop and budget cuts, skilled school business managers are needed more than ever before. In this panel discussion comprising experts across the educational sector, we hear about challenges on the horizon and find out how SBMs can adapt their skills to stay one step ahead.

SEMINARS Seminar sessions will run for either 50 minutes or 30 minutes and consist of a presentation, workshop or panel style delivery on a topic, followed by time for Q&As.

OPTIONAL SESSIONS We have two optional sessions which would take your total seminar sessions for the day up to six. The optional sessions help those of you who are spoilt for choice and find you are interested in two seminars running at the same time, or those who prefer less downtime and want to cram more learning into your day. The optional sessions run during the extended lunch break and before the networking drinks, which begin at 4.30pm.

These are the only optional sessions within the timetable.

There is enough time planned into the day to allow you to comfortably attend optional sessions if you wish - as well as lunch, coffee and networking breaks.

If you didn’t select an optional session when selecting your seminars, but now wish to attend one, please speak to one of the EdExec LIVE team on the reception desk.

12.00 - 13.00

11.30 - 12.00

10.30 - 11.30

9.30 - 10.30

SEMINAR 3 (30 MINS)

SEMINAR 2 (50 MINS)

Making Energy Work for You Keith Webber

COFFEE BREAK

SEMINAR 1 (50 MINS)

Money-saving makeover Rob Yems

Making Energy Work for You Keith Webber

Digital Citizenship Dr Sangeet Bhullar

Conversion Considerations Julia Anwar

Stepping up to a Leadership Role Stephen Morales

Implementing 1:1 Provision David Burns, Tony Ryan, Steve Warburton and Simon Thomas

Silky Soft Skills Peta Fry

Recruiting the Cream of the Crop Peta Fry

SEN Funding Framework Changes Dr Jan Myles and Grahame Colclough

Getting to grips with performance-related pay Sue Birchall

INTRODUCTION AND KEYNOTE PANEL DISCUSSION

Clever Spending Peter Hughes

Leasing Gone Good Paul Randall

Leasing Gone Good Paul Randall

Preparing for Free School Meals Myles Bremner and Jeremy Boardman

Bidding for Success Katie Myhill and Susan Crisp

SEMINAR ROOM 4

Data Protection and Security John Pierre Lamb

Clever Spending Peter Hughes

Economise and thrive with managed print Moya Kelleher

Harnessing the Power of your Virtual Learning Environment Dughall McCormick

Getting Savvy with your Social Media Matt Britland

SEMINAR ROOM 5

SCHEDULE

13.00 - 13.30 LUNCH Money-saving makeover Rob Yems

Promoting our Profession Anne Piercy, Lorna Button, Jo Marshall and Darren Carpenter

Getting to grips with performance-related pay Sue Birchall

SEMINAR ROOM 3

13.30 - 15.00 SEMINAR 4 (30 MINS)

Green Shoots of Education Mark Whelan

Accounting for academy conversion Helen Rumsey and Barry Gostling

SEMINAR ROOM 2

14.30 - 15.00 (optional) SEMINAR 5 (50 MINS)

SEN Funding Framework Changes Dr Jan Myles and Grahame Colclough

SEMINAR ROOM 1

15.00 - 16.00

SEMINAR 6 (30 MINS)

Safeguarding your School against the Fraudsters Bob Deed

16.00 - 16.30

NETWORKING DRINKS

Data Protection and Security John Pierre Lamb

16.30 - 17.30

SEMINAR ROOM 6

Excel-ing at Work Dr Peter Clayton

Purchasing ICT via Operating Lease Ensuring that pupils have access to the right level of up to date ICT equipment is a constant pressure faced by many schools. An Operating Lease from LDF provides schools with the ability to both purchase and upgrade this equipment as you need to and without impacting already stretched budgets.

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An Operating Lease allows schools to: • • • • • •

Spread the cost of equipment purchases A straightforward line of funding, giving consideration to school accounting requirements Flexible payment terms - typically 3 years Favourable options for continued equipment use Option to receive your equipment now and defer the first payment Simple documentation

With Summer holidays fast approching now is the time to explore financing your schools OCT requirements To discuss your equipment purchasing plans for 2014 contact LDF Education today or vist us on stand 9.

01244 525406

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www.ldf.co.uk

LDF Operations Limited (reg. no 2029122) part of the LDF Group is authorised and regulated by the Financial Conduct Authority for credit-related regulated activities (including hiring). LDF Operations Limited (FCA Reference: 434100) is an Introducer Appointed Representative of Professionals for Professionals Limited which is authorised and regulated by the Financial Conduct Authority.

Professionals for Professionals Limited FCA Reference: 567741. Registered in England & Wales. Est. 1986

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EDEXEC LIVE SHOW GUIDE

SEMINAR TOPICS

PREMISES AND PROVISION Making energy work for you Keith Webber, community technology coordinator at Okehampton College in Devon

In this session, we find out how to reduce our school’s energy bill and enhance our green credentials in the process.

head, Blackminster Middle School; Jo Marshall, school business manager at Uplands Infant School; and Darren Carpenter, business manager at Palatine School

With higher pupil numbers and squeezes on budgets, the need for effective SBMs is greater than ever. Four experts discuss how we can better promote the role to those outside the profession.

SBM SUPPORT

Preparing for universal free school meals

Getting to grips with performance-related pay

Myles Bremner, director of School Food Plan,Jeremy Boardman, head of schools’ support at The Children’s Food Trust

Sue Birchall, business manager at Willesborough Junior School in Kent

With the Universal Free School Meals policy coming into force in September, primary schools are trying to ensure they’re adequately prepared for the changes. This panel discussion will give schools the lowdown on the key issues and how best to prepare.

Green shoots of education Mark Whelan, director and forest school practitioner at St George’s Preparatory School

We hear from a forest school expert about how a new approach to education can reap myriad rewards.

LEADERSHIP BY EXAMPLE Stepping up to a leadership role Stephen Morales, executive director of the National Association of School Business Management (NASBM)

SBM professionals are playing an ever-increasing role in school leadership. This session explores the range of skills and qualities required by SBM professionals to be successful in these leadership roles, and identifies ways to develop those skills.

Conversion considerations Julia Anwar, head of business, The Olympus Academy Trust

We hear from an SBM who has experienced converting about the challenges she faced and how she’s managed a whole new raft of financial responsibility.

What does she wish she’d known before conversion?

What advice does she have for fellow SBMs going through the process?

Promoting our profession Anne Piercy, NASBM SBM of the Year 2013 (secondary) and school business manager, Blackminster Middle School; Lorna Button, executive

It’s been less than 12 months since the DfE started the ball rolling on the new performance-related pay policies.

We unpick the common challenges and offer practical tips to help smooth the process for SBMs.

SEN funding framework changes Dr Jan Myles, specialist adviser, NAHT and Grahame Colclough, business and operations Leader, Burnwood Community School

In this session, we examine the changes relating to place-plus funding and the law applied to mainstream school, AWPU, additional support funding and high needs funding – and find out what the new regime will mean for your school.

Recruiting the cream of the crop Peta Fry, director of Monahans HR Consultancy

In this session, our expert speaker looks at how to attract and retain the best staff, and offers recruitment and interview tips that every school business manager needs to know.

Silky soft skills Peta Fry, director of Monahans HR Consultancy

Find out how to develop the skills that every SBM needs when faced with a challenging HR experience. The seminar will also include top tips on dealing with conflict at work.

FINANCE AND FUNDING Bidding for success Katie Myhill, senior project officer, Greater London Authority and Susan Crisp, senior project officer, Greater London Authority

With budgets stretched like never before, we explore how to put together the perfect funding bid to ensure you receive the cash your school needs.

SHOW GUIDE EDEXEC LIVE

SEMINAR AND QUICK FIX TOPICS

Leasing gone good

Digital citizenship

Paul Randall, senior consultant with LDF Education

Dr Sangeet Bhullar, online safety and digital literacy expert

With more and more schools moving to handheld devices, we look at the potential benefits (and risks) of leasing. How can you make sure your school goes with the right scheme? The experts reveal the questions to ask before signing up.

The onus is now on schools to rethink how they approach e-safety, and how they can develop their pupils’ digital literacy and digital citizenship. Hear how to safeguard and empower your school’s online occupants.

Safeguarding your school against the fraudsters

John Pierre Lamb, group manager, good practice, Information Commissioner’s Office

Bob Deed, finance consultant and internal auditor, Deed Consulting

An estimated £52bn is lost every year and counting in the UK as a result of fraud. In this session, our expert speaker offers his tips to ensure that your school is protected.

Money-saving makeover Rob Yems, procurement director of the Schools’ Buying Club (SBC)

This session covers some serious procurement essentials, including an update on new regulatory and compliance matters, advice on placing new contracts and existing bad ones, case studies on how other schools have saved money, and some top tips on implementing collaborative procurement initiatives with your neighbours.

Accounting for academy conversion Helen Rumsey and Barry Gostling – partners at Ensors Chartered Accountants

With more schools yet to convert to academy status, our speakers will provide a summary of the key areas of financial control and governance that it pays to have in place early on in the conversion process. They will look at trusteeship, operating procedures, conflicts of interest, internal audits and responsible officer duties.

Data protection and security This session offers expert advice on how to ensure the safety of your school’s personal data. What are the typical security pitfalls and how can you avoid them?

Clever spending Peter Hughes, head of schools ICT procurement at the Derpartment for Educartion

We find out how to procure effective ICT for your school.

What options are available and how can you ensure you achieve best value for money and follow best practice and advice?

Getting savvy with your social media Matt Britland, director of ICT at The Lady Eleanor Holles School

Social media can be a fantastic way to generate interest in your school, but it can also be a marketing minefield.

We hear from an expert on how they developed and implemented a strong social media strategy that really worked for their school.

Harnessing the power of your VLE Dughall McCormick, local authority consultant and chair of the board of management of NAACE

ICT MATTERS

Expert advice on how to sort the fad from the fundamental and encourage staff and student involvement in virtual learning.

Implementing 1:1 provision

Excel-ing at work

David Burns, network services manager, Harrogate Grammar School; Tony Ryan, headteacher, Chiswick School; Steve Warburton, former headteacher and director of innovation and development; Simon Thomas, practice director, 9ine Consulting

Dr Peter Clayton, Excel consultant

We hear from a panel of experts, including a headteacher and a network manager, about the tablet procurement process, what they wish they’d known and wish they’d asked, the challenges of implementation and the beneficial results achieved in the classroom.

Discover how effective use of MS Excel can drastically increase your efficiency.

Economise and thrive with managed print Moya Kelleher, education business manager, KYOCERA Document Solutions UK Ltd

We find out what the education sector should know about managed print and how it can help save money.

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FLOORPLAN EDEXEC LIVE 2014

GALLERY HALL

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Membership includes: One Regional Conference and Briefing place per annum Regular news e-Bulletins Training delivered by Sector Specialists not Sales People Bespoke ‘Hot Topic’ Guides Termly member magazine – The Voice New for 2014 NASBM ‘Associate Practitioner’ Advice Centre Policy Interpretation and Guidance NASBM National Conference 2014 19-20 November 2014 Hilton Birmingham Metropole Hotel Book your place via the nasbm website: www.nasbm.co.uk, click on Conferences

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EDEXEC LIVE SHOW GUIDE

SPEAKER PROFILES

Jeremy Boardman Senior children’s food advisor

(in alphabetical order by surname)

Jeremy is the Children’s Food Trust contract lead for the delivery of the Universal Infant Free School Meals Advice Service. The service provides telephone, online and faceto-face support to schools’ caterers and local authorities getting ready to provide Universal Infant Free School Meals from September.

Julia Anwar

Myles Bremner

Julia Anwar, head of business at The Olympus Academy Trust

Director, School Food Plan

Julia became the business manager at Bradley Stoke Community School in November 2009 and is now head of business of The Olympus Academy Trust, a multi-academy trust which opened on 1 January 2012 with Bradley Stoke Community School, a converter academy.

Myles became director of the School Food Plan following its publication in July 2013. This agreed Plan has the support of the Education Secretary and the many organisations who are going to support heads to improve food in their schools. His role is to lead the implementation of the 16 agreed actions in the Plan.

Dr Sangeet Bhullar

Matt Britland

Online safety and digital literacy expert, and founder of WISE KIDS

Director of ICT at The Lady Eleanor Holles School

Dr Sangeet Bhullar founded WISE KIDS in 2002 to promote innovative, positive and safe internet use.

Sangeet believes strongly in the potential of internet and digital technologies to transform learning, youth, community and business development.

Matt works with social media in schools and integrates iPads into teaching and learning, and is interested in using technology to innovate and revolutionise education.

Matt’s also a writer for the Guardian Teacher Network as well as being Director of Realise Learning Ltd.

Sue Birchall

David Burns

Business manager at Willesborough Junior School

Network services manager at Harrogate Grammar School

Sue began her career in schools in 2000 having previously worked as a civil servant, market researcher and business owner. She is currently SBM at a large junior school in Kent, is an active member of the NASBM and is a member of the London Plus Committee.

With 10 years’ experience of working in education, David’s a firm believer in the role technology can play in enhancing teaching and learning. In his current role, he spends his time managing 2,000 iPads and assisting other schools on their journey towards 1:1.

SHOW GUIDE EDEXEC LIVE

Lorna Button

Grahame Colclough

Executive headteacher, The Pebworth First and Blackminster Middle Schools Federation

Business and operations leader, Burnwood Community School

Lorna trained as a secondary biology teacher in 2001. She has worked in three Evesham schools in the past 11 years, most recently as deputy head of the Federation of Evesham High and Simon de Montfort Middle Schools.

Grahame began his career in the service industry leading customer services teams before moving into education. He Initially managed the admin team of a secondary school, before going on to complete the CSBM. In 2010, he joined Burnwood Community School.

Darren Carpenter

Susan Crisp

Business manager at Palatine School

Senior project officer at the Greater London Authority (GLA)

After a stint as a commercial building surveyor, Darren took a finance officer role in a secondary school, working closely with the SBM. He moved to an independent school in 2011 to work alongside the bursar in a broader and more analytical position before accepting his first SBM role in 2013.

Susan is senior project officer within the Education and Youth Team. She is currently leading on the delivery of the Mayor’s £24m London Schools Excellence Fund that supports teaching excellence in London. Prior to joining the GLA, she worked in local authority and voluntary sectors.

Dr Sebastien Chapleau

Bob Deed

Headteacher of Bromley Bilingual School

Finance consultant and internal auditor, Deed Consulting

Sebastien is head of Bromley Bilingual School, a state-funded primary which will deliver a bilingual curriculum from September. He trained as a teacher specialising in modern foreign languages at primary level. He’s also a member of the Future Leaders network.

Bob has worked in the education and charities sectors for over two decades. With a background in audit, he has expertise in risk, controls and financial management. As a former finance director, he knows that controls need to be understandable and practical in order to be effective.

Dr Peter Clayton

Peta Fry

Excel consultant

Director of Monahans HR

Peter has led an exciting life running elections in places like Kosovo and Nepal, normally by using Excel to create reports and analyses to improve efficiency. He now runs his own consultancy (ExcelConsultant. co.uk) helping organisations use MS Excel to speed up and automate their day to day work.

Consultancy Peta has worked with schools and colleges on various HR issues, included putting together a redundancy programme and managing an investigation into bullying. She has also undertaken reviews of HR policies, procedures and documentation.

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EDEXEC LIVE SHOW GUIDE

S P E A K E R P R O F I L E S Continued Barry Gostling

Jo Marshall

Partner at Ensors Chartered Accountants

School business manager at Uplands Infant School

As an audit partner, Barry has responsibility for a busy portfolio of clients, including several large corporations, charities, insurance brokers, independent schools, academies and pension schemes.

He also holds the ICAEW Diploma in Charity Accounting.

Jo has been an SBM at Uplands Infant School since June 2012. Prior to this she worked in a variety of roles including in the NHS, Inland Revenue and higher education and independent sectors, all of which helped her to gain the skills and qualities essential to the SBM role.

Peter Hughes

Dughall McCormick

Head of schools ICT procurement at the Department for Education

Local authority consultant

Peter’s role involves securing the best educational ICT arrangements for purchasing technology and providing schools with advice, guidance and support for achieving best value ICT solutions. He previously performed a similar role for Becta.

Dughall is an experienced educator with a wealth of classroom experience. He has recently worked to support schools’ use of technologies for innovation and creativity. This has been through work with young people, staff and school leaders and governors. He has also worked in initial teacher training.

Moya Kelleher

Stephen Morales

Education business manager, KYOCERA Document Solutions UK Ltd

Executive director of NASBM

Moya has spent 25 years working within the IT channel, mostly with the print sector, managing all types of channels partners from mainline and niche distributors to direct mail, corporate and public sector resellers.

Stephen has 20 years’ experience in operations and finance and has worked at a senior level in both the public and private sectors. , He previously worked as business director at Watford Grammar School, and has managed significant change management and quality assurance programmes.

John-Pierre Lamb

Katie Myhill

Group manager, good practice, Information Commissioner’s Office

Senior project officer at the Greater London Authority (GLA)

John-Pierre is one of three group managers in the good practice department who have responsibility for planning and delivering the ICO’s audit, advisory visit and workshop programmes – he currently manages the local government team.

Katie is leading on the delivery of the Mayor’s £24m London Schools Excellence Fund that supports teaching excellence in London. She has also worked within local government, including as commissioning manager for a serious youth violence programme.

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EDEXEC LIVE SHOW GUIDE

S P E A K E R P R O F I L E S Continued Jan Myles

Tony Ryan

Specialist adviser, NAHT

Headteacher of Chiswick School

Jan has worked for the NAHT since 1992 and represents NAHT at local government level and at national level working with officers at the DfE. Her remit covers admissions, exclusions, health and safety, child protection, inclusion (equalities), behaviour and attendance and special educational needs and disabilities.

Tony is in his fourth year as head teacher of Chiswick School, an 11-19 academy in London. Under Tony’s leadership Chiswick School has moved from being described as a ‘basket case’ in its use of educational technology to one of the lead schools in the country in its use of technology to support teaching and learning.

Anne Piercy

Trevor Summerson

Business manager, The Pebworth First and Blackminster Middle Schools Federation

Former head of school business management at the National College

Anne worked for almost 20 years as business manager for a leading tour operator until 2010. She was appointed business manager at the Federation in 2011, and was winner of NASBM’s School Business Manager of the Year (Secondary) in 2013.

Trevor joined the National College in 2002, where his role was to manage and develop the bursar development programme. He retired in 2013 and is an advisor to the board of the Association of School Business Officials International in the USA.

Paul Randall

Simon Thomas

Senior consultant with LDF Education

Practice director, 9ine Consulting

Since joining the business in 2010, Paul has led a team focused on increasing the importance of operating leases to statefunded schools. Paul’s a regular speaker at education events and is a passionate advocate of ‘best practice’ within school procurement.

Simon has a background in education and has worked as an art and design teacher as well as a strategic IT director. He’s passionate about sharing his knowledge, demystifying the role of technology in education and inspiring leaders to move through the change process to enhance teaching and learning.

Helen Rumsey

Steve Warburton

Partner at Ensors Chartered Accountants

Former headteacher and director of innovation and development

Helen is in charge of the Ensors’ not-for-profit team and one of the firm’s audit partners. Her portfolio of clients ranges from smaller charities and companies to larger organisations, including several independent schools, academies and free schools.

Steve admits to spending 15 years trying to make 1:1 projects a successful reality in schools, from the first 1998 Microsoft Anywhere, Anytime Learning cohort to a 2000 Apple tablet rollout in 2013. He now supports schools in their use of ICT across the UK and in India.

Keith Webber Community technology coordinator at Okehampton College in Devon Keith trained as a chemical engineer but spent most of his career teaching physics. In recent years, he has focused on reducing school energy bills, and his role now involves identifying and implementing further energy-saving opportunities.

Mark Whelan Director and Forest School Practitioner at St George’s Preparatory School Mark has been witnessing the benefits of engaging with children outdoors since 2008. As well as directing the Forest School curriculum at St George’s, he also provides training for local authorities and private training providers.

Rob Yems Procurement director of the Schools’ Buying Club (SBC)

EDUCATION EXECUTIVE JUNE / ISSUE 103

EDUCATION EXECUTIVE supporting business and financial excellence in schools and colleges

JUNE 2014 / ISSUE 103

Rob has advised government bodies such as the Department of Health, but now focuses solely on the education sector. Prior to heading up SBC, he was responsible for all procurement activity for the Girls’ Day School Trust, where he generated savings in excess of £3m.

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PHREAKING OUT How your school can protect itself against telephone fraud

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CASH: NO LONGER KING? Why so many schools are getting on board with the cashless revolution

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KYOCERA [k{ey}-o-sée:ra] noun ^

A specialised body of people: leading experts in the field of document management solutions for education.

With over 20 years of experience in providing award-winning document solutions to the UK’s education sector, KYOCERA knows what it takes to support schools, their staff and students.

Our experts developed a unique connector for SIMS to ensure the simple, fast and secure storage of documents and information in schools. We recently delivered a Biometric Printing solution which offers a simple and secure method of identification for schools wanting to control print costs.

We can create bespoke solutions to suit your individual needs via our world renowned HyPAS development program, like Teaching Assistant, an app which creates, marks and analyses multiple choice tests, providing detailed or summary information on individual and class performance.

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