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DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 1: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

DON SEAWALL, BATAVIA USD 101

SARAH BEYNE, DIGITAL SCHOOLS

OTTO MONNIG, DIGITAL SCHOOLS

HOSTED OR SELF

HOSTED

EXPLORE THE OPTIONS

1© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Page 2: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

UNDERSTANDING HOSTING ALTERNATIVES

ASSESSING AND BEST USING DISTRICT RESOURCES (MAKING

THE BEST DECISION)

KNOWING HOW TO EVALUATE TECHNOLOGY COMPANIES AND

RESOURCES

OBJECTIVES

2© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Page 3: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

HOSTING ALTERNATIVES

Many options available todayOnsite, Offsite, CloudWe will compare the two most

common Hosted at district Hosted elsewhere (SaaS) No differentiation between mission critical and non-mission critical applications

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 4: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

WHAT DOES ‘SaaS’ MEAN?

HOSTED Elsewhere/SaaS

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 5: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

TERMS - SaaS

SaaS – Software as a ServiceYou rent application access for a monthly fee.Examples:

Google AppsMicrosoft Office 365SIS Vendor Digital Schoolsmany others…

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 6: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

SaaS PARAMETERS

VENDOR PROVIDES the servers, application software and

supporting infrastructure offsite at a secure data center. District data is stored at this location as well.

PAYS Power, Network, Licensing and Security costs.

PROVIDES backup and failover protection. MAINTAINS hardware and UPDATES software. PROVIDES technical support.

DISTRICT pays a fee for service. © Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 7: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

SaaS BENEFITS

Fast Deployment and Implementation

Lower cost of entry

Lower Total Cost of Ownership (TCO)

Minimizes District’s Ongoing Capital Expenditures

Improves Allocation of District IT Staff (now able to focus on the educational mission)

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 8: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

SaaS BENEFITS

Lower Risk

Application Expertise available Immediately

Secure Power and Network Infrastructure

Availability - (secure data backup, failover). Costs are spread among many users.

8© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Page 9: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

KEY REQUIREMENTS: SaaS

Product updates and revisions/scheduleBest practices for equipment and servicesSECURITYPerformance Monitoring and MaintenanceTimely Back Up and FailoverFormalized Change Control ProcessCurrent and adequate infrastructure with

sufficient staffing.

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 10: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

What are the Parameters?

District / Self Hosted

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 11: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

SELF HOSTED/DISTRICT: Definition

Application and data are stored at the district’s facility under District supervision and maintenance.

District responsible for level 1 and level 2 support.

Vendor support available through support agreement.

District maintains backups. District updates as necessary.

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 12: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

District (Self) Hosted Parameters

DISTRICT PROVIDES the servers and supporting

infrastructure offsite at a secure data center. District data is stored at this location as well.

PAYS Power, Network, Licensing and Security costs.

PROVIDES backup and failover protection. MAINTAINS hardware and UPDATES software. PROVIDES technical support.

VENDOR provides application software (and may collect additional fees)

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 13: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

What are our capabilities and environment?

Questions a CIO Must ask Up Front

District / Self Hosted

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 14: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

• What is the current state of technology?• Do you have a qual i ty infrastructure in place?• Is your backup/disaster recovery plan proven?• How valuable is your data?• How much does a work stoppage cost?• How staff ed are you?• What is the ski l l level of your staff ?• What are your needs?• Do you have many customizat ion needs?

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

District / Self Hosted

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Page 15: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

DISTRICT SHOULD OFFER & EXPECT

Purchase and Maintain Equipment NeededEnsure Equipment PerformanceEnsure Back ups and fail over protectionCoordinate prior to making equipment

changes or any modifications (will impact vendor OS)

Vendor provides requirements in writing for server set up and process documentation

Vendor provides coordinated update and/or “Fix” process

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 16: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Features SaaS SELF HOSTED

Subscription Fees Yes Yes

Up Front Hardware Fees No Yes

Up Front Software purchase and/or license fees

No Yes

Hardware Selection & Costs No Yes

System Setup Schedule Mutually agreed implementation timetable

Mutually agreed Implementation timetable

Trained support and Maintenance Staff

Yes Training may be required

Support Staff availability Yes (application dependent) Yes (application dependent)

First Level Troubleshooting prior to escalation to vendor

Generally handles first level Yes (application dependent)

Regular maintenance performed by trained staff

Yes Yes

Page 17: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

Features Saas SELF HOSTED

Regular Software Updates Vendor responsibility District responsibility

R&D for new products and regulations

Yes No

Testing costs for new products Vendor responsibility NA

Nightly and snapshots Backups Yes District responsibility

Data stored locally No Yes

Offsite Backup Application Dependent District responsibility

Service Level Agreements Negotiated Negotiated

Redundant Systems for Failover

Application Dependent District responsibility

Disaster Recovery Management

Application Dependent District responsibility

Page 18: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

What Do You Want to Accomplish?

Assessing District Resources

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 19: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

CURRENT EVALUATION

District SizeTrendsBudget Trend (Up or Down)Who is Making the IT Decisions (Centralized

or Decentralized)?Current staffing and skill setOther projects and requirements including

timing(current challenges, obsolescence of systems)What capabilities will you need to add for a

new application: people and equipment?© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 20: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

CASE EXAMPLES

System requirements for Student Information System

ERP system requirements for a generic integrated financial/payroll and HR solution.

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 21: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

POWER SCHOOL IMPLEMENTATION

Power School implementationMultiple virtualized servers implemented and maintained with vendor support agreementOn going customization to meet customer needsReal time District support performed by District staff

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 22: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

POWER SCHOOL IMPLEMENTATION

Self hosted Power School implementationCreated 2 temporary in house implementation positionsPurchased vendor implementation guidanceMultiple virtualized servers implemented and maintainedOffered in house training programs to staffOn going customization to meet customer needsReal time District support performed by District staff

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 23: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

CASE EXAMPLE Finance/Payroll/HR System

District serving 20,000 students purchases and installs a Financial/Payroll and HR solution:

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Typical School District #1

Students

20,000

Teaching Staff

1,200

Support Staff

1,600

Frequent Users

24

Intermittent Users

160

Maximum Users (+20%)

221 Concurrent Users (experience)

64

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Page 24: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

CASE EXAMPLE Finance/Payroll/HR System

First Year Costs for “Generic” Application:

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

Servers, Licenses and Services Cost

1Web $ 8,500 1Database (SQL 2008) $ 35,000 1Firewall $ 4,000 1Backup Server $ 40,000

Offsite Backups (yearly) $ 6,000 $ 93,500

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Page 25: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

PRICING MODELFinance/Payroll/HR System

SaaS may be billed Per Student Per FTE Per Users By license fee or subscription fee Other (e.g. additional fees for services)

“Buyer Beware” Know what you are paying for and involve IT.

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 26: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

MAKING THE BEST DECISION

What is the business of the Technology Division?

What is your mission? Are you fulfilling it? For Example: Enabling education Providing Technology tools to facilitate

learning Providing 24 hour uptime

Are decisions being made that are unbiased and made in the best interests of the District.

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 27: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

Can the Vendor Deliver What’s Required?

Assessing the Vendor

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 28: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

AT THE TABLE:Ownership in the Process

Who has a stake in the decision making process?

Hosted versus Self Hosted seems to be Technology only…is it?

What is the role of the District CBO?What is the role of the Board? It’s the District’s data…who is accountable

at the District?

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 29: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

BEFORE YOU TALK TO A VENDOR…

Are key stakeholders in agreement?Is the IT Department in agreement?Have requirements been defined by the

various stakeholders?Is district management committed to change?

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 30: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

VENDOR QUESTIONS

Where is my data stored?1. How and where is the data stored?2. What is the physical location? 3. What is the archive for “old” data?

Is Proximity Tied to Performance? If not, in the vendor’s view, what is the

rationale?

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 31: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

VENDOR QUESTIONS Cont’d

Who is responsible for the data? What are accessibility and security provisions? Who maintains data? Who owns the data? Who is responsible for quality of data being

entered?Set for the plan of roles and

responsibilities at the outset. Make sure the “Contract” is clear

regarding responsibilitiesHave a lawyer review SLAs carefully

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 32: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

VENDOR QUESTIONS Cont’d

What is the Disaster Recovery Plan? What is the plan in the event of power outages? What in the outage is the vendor’s responsibility? Is there a failover plan and do you have your own

plan to achieve continuity and redundancy?

How Secure is the Data? What are the back up provisions? How far away is the failover facility? What are the facility security provisions? How is unauthorized access prevented

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 33: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

VENDOR QUESTIONS Cont’d

What happens if the vendor is acquired or goes under? How is your data protected? How is it accessible? Have your provided in the contract for data

accessibility in such an event? Have you defined in writing how quickly your

data will be returned to you? Do you want source code access?

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 34: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

CRITERIA TO DISCUSS

Implementation: time and trainingExperience with other implementations Consultant participationWill the software eliminate jobs at the district

level?Integration with other software?Contractual review criteria

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 35: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

HOW THE VENDOR CAN HELP

The ContractClarity regarding costsLeadership requirementsDistrict requirements, processes, proceduresWorking with YOUR schedules and advance

planningStatus reporting during implementationTraining testsRequirements for measuring ROI

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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Page 36: DON SEAWALL, BATAVIA USD 101 SARAH BEYNE, DIGITAL SCHOOLS OTTO MONNIG, DIGITAL SCHOOLS HOSTED OR SELF HOSTED EXPLORE THE OPTIONS 1 © Digital Schools 2011

QUESTIONS & ANSWERS

© Digital Schools 2011 [email protected] in collaboration with Don Seawall, Director IT, Batavia 101

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