TriMation for Schools

For school leadership, ICT teams, business managers, and faculty
who need cleaner workflows, more control and a
single view of school data across systems.

Connect your school’s systems,
automate the manual work,
and surface real-time insights
for leaders and teachers.

Spend less time on admin and more on students.

We understand how schools really work

 

  • See a single, joined-up view for each student that brings data from your SIS, LMS, finance and notes into one place
  • Quick tiles for attendance, academics and wellbeing so leaders and teachers can act fast
  • Clean data and simple actions mean fewer clicks and less confusion for staff, parents and students
Willow
Willow consent management

Make new digital forms clear and easy (like consent management)

 

  • Replace paper and ad-hoc emails with a simple consent screen that staff can trust
  • Capture exactly what is allowed, where it can be used and any safeguards to apply
  • Parents and guardians can update online, and changes flow through with a full audit trail

Keep people in the loop with smart workflows

 

  • Move pastoral care and approvals into a clear step-by-step flow with tasks and notifications
  • Route to the right people, track progress and record decisions automatically
  • Admin time drops from days to minutes and every action is recorded for peace of mind
Willow pastoral care
Willow AI Agent

Use AI to spot what matters and lift outcomes (AI agent setup)

 

  • Bring together trends in attendance, engagement and notes to surface early warning signs
  • Get gentle prompts and summaries that help staff decide what to do next
  • Keep humans in control with clear instructions, sensible limits and transparent activity logs

Out of the box solutions

Homework diary

Digital student homework diary

Centralise homework, due dates, and notices with teacher controls and guardian visibility, and automatic feeds into student Outlook calendars.

School improvement system

School improvement management system

Plan, track and evidence improvement initiatives across multiple schools with progress dashboards.

Creatio square

Creatio

No-code and low-code process platform – build workflows & dashboards yourself without a developer. Full training and start-up provided.

workato square

Workato

Connect your systems, apps and automate tasks across them, securely and at scale.​

Tailored solutions

Parent Portal

Parent portal

One place for communications, information and usable insight on your students, consent notices, forms, attendance, payments information from your school - role-based, mobile-friendly, and synced to your SIS.

Staff Portal

Staff portal

Workflows that you choose - reports, tasks, approvals, resources, incidents, facilities, and quick links and requests all in one hub

Willow

Willow (full school system)

Our custom-built full school system - built on Creatio.

Bring SIS, LMS, finance and HR data together for AI-powered insights, live dashboards, workflows, scheduled alerts, and easy self-serve reports.

Your Priorities

Your priorities

Not sure what you are looking for?

Tell us your systems and top 3 pain points - we’ll map the fastest path and best solution (forms, automations, dashboards or portals).

How we deliver

We start small, show value fast, then scale with your team in control

1.

Discover & prioritise (quick wins first)

Map your systems, pain points and success measures. Agree the best way to work together.

Autonomous: you take the reins from the beginning: Define a small, ownable scope. Pick first workflows, set standards and a simple admin playbook.

Hybrid: we work together: Co-design the backlog; we take the tricky integrations and data work, you own day-to-day changes.

Accelerate: we do the heavy lifting: Deep-dive configuration plan, data and migration approach, dates and governance set up front.

2.

Prove value (pilot with real data)

Ship a small, real workflow plus a live dashboard using your data.

Autonomous: Your team configures Creatio pages/flows and starter Workato data process steps with our coaching; simple online form/portal goes live; quick wins measured.

Hybrid: We co-build the pilot; we handle integration heavy lifting, you build forms/reports; knowledge transfer baked in.

Accelerate: Full pilot slice delivered end-to-end (workflows with robust steps, portal screen, test migration) with change communications ready

3.

Roll out (train, document, govern)

Expand workflows, harden integrations, and get people using it confidently.

Autonomous: You roll out with our reviews; train-the-trainer, admin toolkit, and safety rails for no/low-code changes.

Hybrid: Shared sprints – advanced workflows and integrations by us, everyday updates by you; documentation and permissions/governance in place.

Accelerate: End-to-end delivery to the timeline – online portals, dashboards, staged environments, testing, training, and a clean handover pack

4.

Improve & scale

Keep momentum with small enhancements and clear priorities.

Autonomous: You add new flows, fields and reports; we review monthly, tidy recipes, and guide where needed.

Hybrid: Split the work – steady improvements, upskilling, new data sources and alerts as needs evolve.

Accelerate: Move to a light retainer or full handover; optimise, add modules, and scale to more sites when ready.

We’ll confirm the model during Discovery – and you can switch models as your team’s capability grows.

Frequently asked questions

Scale & maturity: Creatio serves thousands of businesses across 100+ countries; raised US$200m in 2024 and continues to expand its AI-native no-code platform.

Independent recognition: Workato is recognised as a Leader (and “furthest in vision”) in Gartner’s 2025 iPaaS Magic Quadrant; Creatio is recognised as a Visionary in Gartner’s 2025 SFA Magic Quadrant. (https://www.workato.com/report/gartner)

Proven in tough industries: Creatio is used in banking and other regulated sectors (telecom, retail, public sector, etc.), where uptime, auditability and compliance are strict.

Security & compliance: 
Workato: ISO 27001/27701, SOC 1 & SOC 2 Type II, HIPAA, PCI DSS, and IRAP-aligned controls for AU government contexts. 
Creatio: ISO 27001 certified Information Security Management System.

What this means for schools: you’re adopting platforms that already meet enterprise security, are audited, and are battle-tested in sectors stricter than K-12. We then tailor them to school workflows (attendance, permissions, incidents, portals) and your data model – without forcing a SIS change.

No. We connect to what you already have and add online forms, workflows, and reporting on top.

Yes. Creatio lets your admins add fields/pages, create new flows, and update rules without vendor tickets. We coach and review.

A practical admin (comfortable with forms, fields, and rules), an ICT generalist (basic integrations/governance), and ideally a data/reporting lead. We upskill your team so they can add pages/fields, build new flows, and update reports safely.

Workato recipes connect SIS/LMS, finance, HR, O365/Google. We set retries, alerts, and an “error inbox” so ICT can see and fix issues.

Pilot in a early as 2–4 weeks (a real workflow + dashboard). Rollout can be typically 4–8 weeks, aligned to term dates.

One live workflow (e.g., excursion approvals or incidents), light integrations, a dashboard, training, and results you can measure.

We’re not a replacement SIS. We connect what you already have, add online forms/portals, automate workflows, and give joined-up reporting. With no/low-code, your team can change and grow the system without waiting on a vendor.

You own your data. We configure safe access, backups and retention. AU data-residency options available.

Yes – SSO, role-based access, audit trails, encryption, and workflows aligned with APPs and child-safety expectations.

Yes. Begin with one workflow or portal, then add more automations, reports, and portals as needed – without re-platforming.

 

Train-the-trainer sessions, short how-to videos, admin playbook, and governance templates. Your team can own day-to-day changes.

Pick a model: Autonomous (you take the reins), Hybrid (we work together), or Accelerate (we do the heavy lifting). You can switch models as your capability grows.

Yes. We work with both, using secure connectors and scheduled or near-real-time syncs.

Scoped per project. We offer starter/pilot options; platform licences and connectors are billed separately.

Book a meeting to discuss how TriMation can help you

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