01
Discover and agree scope
- Map stakeholders, current workflows, records and handover pain points.
- Choose a school, institution or funded programme pilot with agreed measures and governance.
- Confirm delivered product scope, integration readiness and commercial terms before committing.
02
Configure and onboard
- Define tenant hierarchy, roles, delegations, policy versions and funding conditions.
- Review data quality, map imports, consent and retention; reconcile migrated records.
- Train administrators, delivery staff, finance and end users around their own role-based workflows.
03
Validate and support
- Test permissions, exception cases, assessment controls and payment reconciliation.
- Agree support channels, ownership, escalation and training needs; do not assume an uncontracted SLA.
- Review pilot evidence, corrective actions and readiness before phased expansion.
Discuss a pilot or book a demo
Tell us about your schools, district or programme. We’ll show how SkillsCortex could connect your workflows — and agree what a scoped pilot would prove.