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
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.
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.
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
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.
02
Process health reviews
Training
We audit your workflows to spot bottlenecks and opportunities, so that you can keep improving as district needs change.
04
Continuous enablement
Support
We train your Form Creators and Managers so your team can move fast without waiting on us.
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.
