Tips for Successfully Managing
Your Upgrade Process
Abby Chau, Account Manager
Michelle Keniston, Software Consultant
Jacqui Wishart, Software Consultant
● As of June 30, 170 WhippleHill schools have
signed to upgrade. The goal for all of 2013 is
● Abby has helped 85 schools decide to
● Michelle and Jacqui have helped 75 schools
with the upgrade process.
Who has already committed to upgrade?
Who is thinking about upgrading?
Limited Edition vs. Full Edition
● Limited edition: continue to use products
you currently own, but get access to the new
● Full edition: access to additional products in
the suite at additional cost
New Product Suites
onMessage CMS onCampus LMS onRecord SIS onBoard EMS
How soon can the upgrade start?
Schools who sign to upgrade in July can expect
to start the upgrade process late September or
● Kickoff call
● Manager exploratory period
● Faculty/staff exploratory period
● Go live!
● Additional Trainings for Full Edition Schools
How are we here to help?
● Software Consultants
● Success Coaches
● Account Managers
● Help Center & Upgrade Resource Center
How can you help your community?
● Create a buzz early on by creating teaser
videos, sending out announcements, etc.
● Getting started guides
● Training videos placed on Resource Boards
● Tips sent out via pushpage
● Training open house
● Office hours
How did other schools manage
training their constituents?
"The new system is extremely intuitive to use and did not
require much in the way of training... Awesome!"
-Russ, Cheshire Academy
"We provided a handout with screenshots was provided
in addition to several news stories on our website and
weekly pushpage. This was done about 2-3 weeks
ahead of the switch."
"For two weeks before the switch and one week after
the switch, we offered drop-in sessions before and after
school for parents (and faculty), which very few chose to
take advantage of."
"Providing assistance to the students was the one spot
we didn't do our best and (not) surprisingly, they were
the most confused! I was surprised, because I guess I
thought they would be the most comfortable clicking
around trying to find things. However, I forgot that
middle schoolers do not read. :)"
"For the parents I did a Camtasia video showing them where
everything was. It was about 6 minutes long and that
actually caused low attendance at the parent help sessions
that the tech department held because most of them
watched the video or just played around until they found
what they wanted on their own."
"The biggest time requirement in training has been the
people who manage the system. Trying to figure out where
things are now. And of course the loss of the favorites
continues to drive everyone nuts and it makes knowing
where things are even more important because I can’t just
set favorites links for them to get to what they need, they
actually have to know where it is and remember how to get
there." - Kelly, The Summit Country Day
How can you help other managers?
● Manager getting started guides
● Task mapping
● Product mapping
● Access to WhippleHill Support
How can you keep up to date with
changes to the software?
● Blog posts on whipplehill.com/blog
● WhippleHill Weekly
● Release note emails
● Training webinars - whipplehill.com/webinars
● Help Center - release videos & release note
● Social Media - you can always check
Facebook and Twitter (@whipplehill) for the
latest about what is going on at WhippleHill.