Customer success

Customer success

Customer success

You're not managing this alone

Driving operational change is hard. Our Customer Success team works alongside you—from strategic planning to daily troubleshooting—so you can focus on outcomes.

Partnership

Partnership

Partnership

Your partner in long term strategy

Implementation is just the beginning. Our Customer Success team partners with you to refine workflows, expand across departments, and build toward long-term operational excellence.

01

Dedicated Customer Success Manager

Your CSM knows your district's workflows and roadmap, facilitating quarterly planning, coordinating health reviews, and connecting you with the right resources as you expand.

01

Dedicated Customer Success Manager

Your CSM knows your district's workflows and roadmap, facilitating quarterly planning, coordinating health reviews, and connecting you with the right resources as you expand.

01

Dedicated Customer Success Manager

Your CSM knows your district's workflows and roadmap, facilitating quarterly planning, coordinating health reviews, and connecting you with the right resources as you expand.

02

Strategic planning & governance

Annual executive reviews help you think through what’s possible—from automation opportunities, cross-department priorities, and future projects.

02

Strategic planning & governance

Annual executive reviews help you think through what’s possible—from automation opportunities, cross-department priorities, and future projects.

02

Strategic planning & governance

Annual executive reviews help you think through what’s possible—from automation opportunities, cross-department priorities, and future projects.

03

Data insights & budget optimization

We help you surface trends through process health assessments, build dashboards, and identify opportunities for budget savings—driving strategic insights for your superintendent and board.

03

Data insights & budget optimization

We help you surface trends through process health assessments, build dashboards, and identify opportunities for budget savings—driving strategic insights for your superintendent and board.

03

Data insights & budget optimization

We help you surface trends through process health assessments, build dashboards, and identify opportunities for budget savings—driving strategic insights for your superintendent and board.

Customer story

Customer story

Customer story

From One Department to District-Wide Success

Starting in 2015 with PCard purchasing forms, Tacoma Public Schools has grown its partnership to encompass 230+ processes across school sites, Business, and HR departments. Their audit process transformed from weeks to 1-2 days, with complete visibility across all operations. "Having all the Purchasing forms on Informed K12 has significantly changed our department for the better. We now have complete visibility of each form and step," states Cheri Estrada, Director of Purchasing at Tacoma.

90%

Reduction of Time

Spent on audit preparation.

230+

Processes digitized

Across business, HR, and schools.

Training

Training

Training

Building a resilient, self-sufficient team

From training your staff to auditing your workflows, your operations will scale smoothly across every department.

01

Cross-department alignment

Scaling

As you prove ROI in one area, we help you scale to others with repeatable processes, clear ownership, and alignment across teams.

01

Cross-department alignment

Scaling

As you prove ROI in one area, we help you scale to others with repeatable processes, clear ownership, and alignment across teams.

01

Cross-department alignment

Scaling

As you prove ROI in one area, we help you scale to others with repeatable processes, clear ownership, and alignment across teams.

02

Process health reviews

Training

We audit your workflows to spot bottlenecks and opportunities, so that you can keep improving as district needs change.

02

Process health reviews

Training

We audit your workflows to spot bottlenecks and opportunities, so that you can keep improving as district needs change.

02

Process health reviews

Training

We audit your workflows to spot bottlenecks and opportunities, so that you can keep improving as district needs change.

03

Change management support

Training

Role-based training guided by our change management playbook ensures successful adoption across departments.

03

Change management support

Training

Role-based training guided by our change management playbook ensures successful adoption across departments.

03

Manage Changes

Training

Role-based training guided by our change management playbook ensures successful adoption across departments.

04

Continuous enablement

Support

We train your Form Creators and Managers so your team can move fast without waiting on us.

04

Continuous enablement

Support

We train your Form Creators and Managers so your team can move fast without waiting on us.

04

Continuous enablement

Support

We train your Form Creators and Managers so your team can move fast without waiting on us.

Resources

Resources

Resources

Your full suite of resources

Once you're live, you're not on your own. Our current customers have access to a full suite of resources—from real-time help desk support to live training sessions and strategic consultation.

Help Desk

Live Training

Resources

Community

Help Desk

Get answers when you need them from a support team that understands K-12 urgency—payroll deadlines, enrollment windows, and audit prep—with 95% of replies within an hour.

Live Training

Monthly webinars and hands-on workshops help you connect with peer districts, learn advanced form building, and share what's working. View and register for upcoming sessions.

Resources

Access searchable articles, how-to guides, and video tutorials 24/7 so your team can troubleshoot, learn features, or train new staff on their schedule.

Community

We facilitate connections between district leaders through regional events and user gatherings, helping you swap strategies and learn from peers facing the same challenges.

Help Desk

Live Training

Resources

Community

Help Desk

Get answers when you need them from a support team that understands K-12 urgency—payroll deadlines, enrollment windows, and audit prep—with 95% of replies within an hour.

Live Training

Monthly webinars and hands-on workshops help you connect with peer districts, learn advanced form building, and share what's working. View and register for upcoming sessions.

Resources

Access searchable articles, how-to guides, and video tutorials 24/7 so your team can troubleshoot, learn features, or train new staff on their schedule.

Community

We facilitate connections between district leaders through regional events and user gatherings, helping you swap strategies and learn from peers facing the same challenges.

Help Desk

Live Training

Resources

Product

Help Desk

Get answers when you need them from a support team that understands K-12 urgency—payroll deadlines, enrollment windows, and audit prep—with 95% of replies within an hour.

Live Training

Monthly webinars and hands-on workshops help you connect with peer districts, learn advanced form building, and share what's working. View and register for upcoming sessions.

Resources

Access searchable articles, how-to guides, and video tutorials 24/7 so your team can troubleshoot, learn features, or train new staff on their schedule.

Community

We facilitate connections between district leaders through regional events and user gatherings, helping you swap strategies and learn from peers facing the same challenges.

Ready to bring clarity to your district operations?

Ready to bring clarity to your district operations?

Ready to bring clarity to your district operations?