Arbor Finance Onboarding - Roles & Responsibilities

This guide is to help you understand the different roles and responsibilities here at Arbor, to ensure your onboarding journey is a success.

Arbor Roles & Responsibilities

Below is some more information on the different roles and responsibilities here at Arbor, to ensure your onboarding journey is a success.

Arbor Onboarding Team

Your Arbor Onboarding Team will be available via email to support and guide you through your implementation onto Arbor. We are on hand with any assistance or queries you may have on our processes. You can reach out to them by clicking Contact Us in the top right of the Help Centre and selecting Onboarding, migration and moving to Arbor.

Arbor Account Manager

Your Account Manager holds a commercial relationship with your school and will pick up from the Arbor Finance Onboarding Team after your 8-week onboarding journey. You might not see them much during your 8-week onboarding journey, but they are responsible for the following:

• Ongoing contact once your onboarding is complete. 
• Look after your commercial relationship and can help you with any questions relating to your contract. 
• Help you when you need to purchase or book additional training or services. 
• After your implementation, they will check in with you termly to ensure that you continue to be successful on Arbor. 
• Keeps you up to date with any new developments/Arbor Events and news.

 

School Roles and Responsibilities

Moving your whole school to a new finance system is a large undertaking with lots of moving parts so you want to ensure that you have the right people in place across the organisation to help you with this change. You should look to have the below roles in place throughout your implementation

School Project Leads

Your school should appoint Project Leads and their responsibilities will include:

• Helping the team across the school to drive success.
• Coordinating and communicating the training plan and ensuring that the correct staff are trained on Arbor Finance. 
• Managing the end-to-end migration of your school’s Finance data and ensuring the data has been checked before launch.
• Reporting back on the status of your implementation to the wider school team.
• Help ‘champion’ the benefits of Arbor Finance across the Finance teams.
• Identify and control any resistance to change across the school.
• They will become Arbor Finance experts in the school. They will be able to support their wider team with any ‘how do I’ type questions.

The Project Lead should be someone who has a good knowledge of the school’s Finance processes, workflows, and people and someone who is a great communicator.

Their main tasks will include:

• Data Migration
• Coordinating Training
• Other setup specific tasks

Arbor Finance Project leads are likely to be the Bursar, Finance Manager, School Business Manager. They are the individuals appointed in a school, to will support and drive the transition to Arbor Finance

Along this journey, we’ll be providing you and all the schools with a wealth of support and resources, doing everything that we can to make sure that you love our platform. However, whilst we can give you plenty of support and share all the right resources, ultimately it’s what you do with it that makes the difference. A great team of Arbor Finance Champions, in  selection of schools across the estate, enables us to magnify the support we’ll be providing along this journey and ultimately, ensure that Arbor Finance is a huge success for all involved.

Data & IT Support

This will be someone who will be familiar with all the IT systems across the school. Their responsibilities will include:

• Producing the data migration reports.
• Ensuring that any third-party applications are set up for Arbor Finance launch.