Personal Information Assessment Report

An assessment was completed to help identify and minimise the data protection risks from processing personal information.
POPIA applies when the personal information of a living person or existing entity is processed (the latter term being very widely defined under POPIA to include collection, recording, organising, collating, distributing, modifying, storing, using and destruction)by a responsible party(which is a public or private body, or any other person which alone or together with others determines the purpose of and means for processing).

1.   Jumping Fox Software - Responsible Party

A responsible party is the person who determines the purpose of and means for processing of personal information.
It applies only to the processing of personal information if the data are entered into a record by or for a responsible party by making use of automated or non-automated means, where the responsible party is domiciled in South Africa. If the responsible party is not domiciled in South Africa, POPIA applies if that responsible party makes use of automated or non-automated means in South Africa, unless those means are used only to forward personal information through South Africa.
Jumping Fox Software is a responsible party in respect of the personal information that it processes in relation to its employees and clients.

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Responsible person per department

1.   Information Officer Daleen
      Vorster
      Daleen@jumpingfoxsoftware.com
2.   General Manager Schools
      Elmi Horn
      Gmschools@jumpingfoxsoftware.com
3.   Head of Development
      Ashley Appolis
      Development@jumpingfoxsoftware.com
4.   Bookkeeper
      Karen Hermanus
      Accounts@jumpingfoxsoftware.com

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POPIA contemplates that the responsible party is the one that remains ultimately accountable for the information being processed by the operator, and provides that the responsible party must secure the integrity and confidentiality of personal information in its possession or under its control by taking appropriate, reasonable technical and organisational measures to prevent loss of, damage to, or unauthorised destruction of personal information and unlawful access to or processing of personal information.
This means that the responsible party must ensure that an operator or anyone processing personal information:
    • only does so with the knowledge or authorisation of the responsible party; and
   • treats personal information which comes to their knowledge as confidential and does not disclose it, unless required by law to do so or in the course of the proper performance of their duties
A responsible party must therefore, in terms of a written contract between the responsible party and the operator, ensure that the operator that processes personal information for the responsible party establishes and maintains the security measures as prescribed under POPIA.
Assessment - Personal Information Flow

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1.   Employees

OneDrive
Employee contracts and personal information are stored on OneDrive, cloud storage platform, under the Operations folder of the director Daleen Vorster. The people who have access to the specific folder is Daleen and the IT company assisting with IT infrastructure, One2One (admin).
Employees make use of OneDrive to manage their internal work. Employees choose their own passwords, and the process complies with the guidelines set out in the JFS password policy.
Access to the OneDrive folder is only possible by entering a username and password. OneDrive comes with built-in security features, including data encryption both in the cloud and on any connected device.
Pastel
Employee information is necessary for payment of monthly salaries and are stored on Pastel, a cloud storage platform. The people who have access to the information is the company bookkeeper Karen Hermanus and director Daleen Vorster. Access to the Pastel system is only possible by entering a username and password. Employees receive salary slips per email.
Microsoft 365
The company emails are setup using Microsoft 365 that gives advanced protection from viruses and cybercrime. A risk assessment was done on the installation of the software, to ensure professional and risk-free installation.
Information on installation risk levels is set out in Annexure “A” attached to the report.

LastPass

The username and passwords are stored by Daleen Vorster on LastPass and only Daleen has access to the LastPass passwords.

Possible Risk

Not all employees store OneDrive passwords on a password manager.

Risk Prevention

All employees must make use of a password manager to keep office passwords safe.

2.   Clients

License Agreement
Client license agreements and personal information are stored on OneDrive, cloud storage platform, under the Operations folder of the General Manager Schools Division. The people who have access to the specific folder is company director Daleen Vorster, the IT company that assists with the IT infrastructure, One2One (admin), and Elmi Horn the General Manager.
OneDrive comes with built-in security features, including data encryption both in the cloud and on any connected device.
Client Contact List
A client list contains the school's name and contact number, the user's name and surname, the email address and in some cases the mobile number. The information is necessary to perform support and customer success duties and for invoicing purposes. The client list is saved on OneDrive under the support folder. The people who have access to the list is the support and customer success team, the General Manager, the development team, the bookkeeper, Daleen Vorster and One2One. Client details are updated when the client contacts the support team and requests an update or emails the support team with the latest information.
Each member of the team logs onto OneDrive with a username and passwords. The username and passwords are stored by Daleen Vorster on LastPass and only Daleen has access to the LastPass passwords.

Microsoft 365

The company emails are setup using Microsoft 365 that gives advanced protection from viruses and cybercrime.
JFS Solution Websites
Client data is uploaded to the JFS debtor management, exemption, and corporate business systems when the client is setup for access to the system. The process clients follow when providing personal information and other data files for setup purposes is detailed in Annexure “B” attached to the report.
Clients get access to the site with a username and password. The requirements set out in the company password policy have been updated.
The hosting company where the client information is stored is known as Xneelo.
Available information on Xneelo’s compliance with the POPI Act regulations.
https://xneelo.co.za/help-centre/products-and-services/data-protection/
System Need Help Functionality
Clients provide personal information when requesting support via the system “need help”
functionality.
The process clients follow when requesting support is detailed in Annexure “C” attached to the
report.
System Backups
Client personal information, data files and documents are backed-up on a weekly basis. Multiple passwords are involved in the backup process:
      -     The Backup PC password
      -     Each site’s database password (excluding the exemption system since this is managed
            from firestore/google cloud services).
      -     Each site’s server credentials (excluding the exemption system since this is managed
            from firestore/google cloud services).
The backup processes the development team follows are detailed in Annexure “D” attached to
the report.
Pastel
Client information is necessary for invoicing purposes and are stored on Pastel, a cloud storage platform. The people who have access to the information is the company bookkeeper Karen Hermanus and Daleen Vorster. Access to the Pastel system is only possible by entering a username and password. Employees receive salary slips per email.
Pastel has upgraded security features to be POPI compliant. (See website)
Mailchimp
Jumping Fox Software uses MailChimp to send out emails to clients in batches. The content of the emails relates to system updates and other important notification.
Jumping Fox Software has one login account shared by Johan Nel and Daleen Vorster. The login details are saved on Google Password Manager and LastPass. Jumping Fox Software has Two-Factor Authentication setup on our MailChimp account so every time someone tries to login an SMS is sent to the accountholder’s mobile phone.
Possible Risk
Clients share personal information, other data files and license fee agreements via email. Employees share data files via email.
Monitoring of client password reset.
The site backup uses FTP and files are not encrypted during the transmission.
Risk Prevention
Educate clients on the correct process to follow when transferring personal information and data files.
Amend internal process on data file transfers. Update process to ensure clients update passwords.
Consider using a VPN to ensure all site backup’s transmissions are always encrypted regardless of the stream. The future backup plan includes newer infrastructure around the backup system, rebuilding to a server PC and using it to automate the backup process. This would include licencing for the Database backups and providing automated responses via email when backups are complete, or if they fail. Also consider introduced Synology’s NAS (Network Attached Storage) to keep an off-site backup of all our files (including the one Drive) for easy access to backed up files. By doing so we follow part of the 3-2-1 Backup rule. The venerable 3-2-1 rule
for backing up data remains a tried-and-true method for ensuring the integrity of copied data that is essential to disaster recovery efforts.
Security advantages of using the following tools:
     • Different storage – Using a different storage type than what you use for your primary storage. An attack designed for one will probably not work on  another.
     • Different environment – Using a backup system that is not directly reachable via your LAN.  That is another way to prevent compromised on-prem servers from attacking your backups.
     • Different OS – Using a backup server or service that runs on an OS other than Windows can go a long way. Most ransomware attacks have been against Windows.
     • Different account – Using completely different credentials in your backup and disaster- recovery systems. That way if an account is compromised, the credentials will not work to attack your backups.
     • Immutable storage – Some cloud vendors offer immutable storage, where backups sent there cannot be changed or deleted until the time you specify. Even you cannot delete them.

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2.   Jumping Fox Software – Operator

Section 1 of POPIA defines an operator as “a person who processes personal information for a responsible party in terms of a contract or mandate, without coming under the direct authority of that party”. In other words, an operator is a person or entity that is contracted by another person, the responsible party, to assist with the processing of personal information for such responsible party.
Jumping Fox Software is an operator in respect of personal information they process on behalf of a responsible party, the clients of Jumping Fox Software. The processing of the data is done in terms of a mandate set out in a license agreement.
Clients sign the license agreement to gain access to the debtor managements, exemption, or corporate business systems.
Debtor Management Solution
The system is available to schools to assist in the management of debtor accounts and collection of outstanding school fees.
The information transferred from the school's financial system to the debtor management system includes the parent’s name and surname, Id number, physical address, email address and mobile number. The data transfer is done manually or via an API. The data files are known as a master file, detailed ledger, and age analysis.
When an account completes all the workflow steps the account can be handed over to attorneys for the collection of the outstanding school fee account.
The system provides for two factor authentication when a user logs into the system.
The process clients follow when providing personal information and other data files for setup
purposes is detailed in Annexure “B” attached to the report.
The authentication process users follow are detailed in Annexure “E” attached to the report.
Continuous system maintenance and testing is part of the development team’s daily routine. The testing and maintenance plan is set out in detail in “Annexure F” attached to the report.

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Possible Risk

Expiration of passwords
Risk Prevention
Update the system to include password expiration and follow a maintenance plan on continuous testing of the first point of entry.
Continuous system maintenance. The testing and maintenance plan is set out in detail in
“Annexure F” attached to the report.
Exemption System
The system is available to schools to assist with the processing of applications for exemption from payment of school fees.
The parent applies for exemption by completing an online exemption application form. The information the parent is required to complete includes the parents and learner name and surname, ID numbers, other dependent's name and surname, grades, physical address, email address, mobile number, income, and expenses.
Information can also be transferred from the debtor management system to the exemption system. The personal information includes the parent’s name and surname, ID number, learner name, surname and ID number and grade. The data transfer is done via an API.
When the application process is completed, the detail remains on the system as the parent can again apply for exemption the next year.
Personal information is processed to approve or deny an application for exemption from payment of school fees.
Detailed information on the system security, two factor authentication and cross border transfer of data is set out in Annexure “G” attached to the report.
Continuous system maintenance and testing is part of the development team’s daily routine. The testing and maintenance plan is set out in detail in “Annexure F” attached to the report.
Possible Risk
Staff access to all personal information.
Risk Prevention
Improve permission levels and review system activity log on a continuous basis. Continuous system maintenance. Continuous system maintenance. The testing and
maintenance plan is set out in detail in “Annexure F” attached to the report.
Corporate Business System
The system is available to businesses to assist in the management of debtor accounts and collection of outstanding accounts.
The information transferred from the business financial system to the debtor management system includes the accountholder name and surname, Id number, physical address, email address and mobile number. If the accountholder is an entity the registration number and registered address is imported. Details of other stakeholders can also be imported if the business owners use the information in the management of debtor accounts.
The data transfer is done manually or via an API. The data files are known as a master file, detailed ledger, and age analysis.
When an account completes all the workflow steps the account can be transferred to attorneys for the collection of the outstanding school fee account.
The system provides for two factor authentication when a user logs into the system.
The process clients follow when providing personal information and other data files for setup
purposes is detailed in Annexure “B” attached to the report.
The authentication process users follow are detailed in Annexure “E” attached to the report.
Continuous system maintenance and testing is part of the development team’s daily routine. The testing and maintenance plan is set out in detail in “Annexure F” attached to the report.
Possible Risk
Expiration of passwords - to ensure that a balance is maintained between security and user accessibility, we recommend that we do not include the expiration of passwords within the scope of the two-factor authentication security update.
Risk Prevention
Include password expiration as part of the authentication process and follow a maintenance plan on continuous testing of the first point of entry.
Continuous system maintenance. Continuous system maintenance. The testing and maintenance plan is set out in detail in “Annexure F” attached to the report.

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3.   Personal Information Flow Chart

Jumping Fox Software has the role of a Responsible Party towards staff and clients and the role of Operator when rendering a service (SaaS) in the management of debtor accounts and collections.
4.   Role of Information Officer
The Promotion of Access to Information Act (PAIA) automatically designates a person in each organisation as an Information Officer and therefore, by default, every organisation in South Africa has such an officer. (The officer performs the same role as a Data Protection Officer under the GDPR.)
The information officer is responsible for ensuring that the organisation complies with POPIA
and accordingly his or her additional duties include the following:
    • encouraging compliance with conditions for the lawful processing of personal information
    • dealing with requests made pursuant to POPIA (presumably by the Information Regulator or
      data subjects)
     • working with the Regulator on investigations conducted in relation to prior authorisations
       (pursuant to Chapter 6 in relation to the body)
     • otherwise ensuring compliance by the body with the provisions of POPIA
     • developing, implementing, and monitoring a compliance framework
     • seeing to it that a personal information impact assessment is done to ensure that adequate measures and standards exist
     • developing, monitoring, and maintaining a PAIA manual and making it available
     • developing internal measures and adequate systems to process requests for access to information and
     • ensuring that internal awareness sessions are conducted.
The officer is responsible for ensuring that the organisation complies with PAIA. An information officer of a responsible party (or body) must:
     • encourage and ensure compliance with PAIA in accordance with the body’s definition of
       compliance
     • create, maintain, and update a PAIA manual for the body,
     • evaluate and approve requests for access to information received in terms of the grounds set
       out in PAIA, within the time constraint or any extended period.

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5.   Role of Information Regulator

POPIA introduces and provides for the establishment of an independent supervisory authority, namely the Information Regulator, specifically established for the purpose of data protection.
The Information Regulator is responsible for the oversight and enforcement of POPIA, and has wide-ranging powers and responsibilities, including in relation to:
     • facilitating education and training in and awareness of data protection
     • monitoring and enforcing compliance with POPIA
     • consulting with any interested parties on data protection
     • handling complaints from data subjects and/or other parties in relation to data protection
     • research regarding privacy and data protection
     • issuing codes of conduct and
     • facilitating transborder co-operation on the enforcement of privacy laws. Any person may submit a complaint in writing to the Information Regulator  in the event of alleged interference with his/her/its rights under POPIA.
After receipt of a complaint, the Information Regulator is obliged to investigate the complaint, act as a conciliator where appropriate and take further action as contemplated by POPIA.
In exercising its investigative powers, the Information Regulator may, amongst other things:
     • summon and enforce the appearance of persons
     • compel the provision of written or oral evidence under oath
     • receive evidence irrespective of whether such evidence is admissible in a court of law and
     • enter and search any premises occupied by a responsible party on the strength of a warrant obtained from a High Court or magistrate’s court to  enable the Information Regulator to enter and search premises.
6.   Employee awareness checklist
Employees must receive continuous training on the requirements of the POPI Act.  Employees must also have knowledge of the different company policies in order the implement and maintain the required measures.
Attached to the report are copies of the company policies: (Annexure H – Q)
     1.   Data transfer policy
     2.   New client onboarding process
     3.   Information security process
     4.   Disaster management data recovery plan
     5.   Data retention
     6.   Data handling
     7.   Data access and prescribed purposes
     8.   Complaints and disputes
     9.   Change management
     10. Business continuity and succession plan
A data subject has certain rights when it comes to the processing of personal information. A
checklist per category is attached to report as Annexure “R - X”:
     1.   Right to access
     2.   Right to data portability
     3.   Right to erasure
     4.   Right to rectification
     5.   Right to restrict processing
     6.   Right to related automated decision-making
     7.   Right to be notified
Monthly review sessions will take place to discuss the system maintenance reports, identify and review risks and update company policies and processes.
Daleen Vorster is the registered Information Officer of Jumping Fox Software. A copy of the
registration document is attached to the report as Annexure “Y”.
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Finovest Accountants - Customer Success Story

A mid-sized accounting firm in the North West Province of South Africa - recently completed its first 100 days on the Jumping Fox Software business solution.
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The company needed a software solution that would simplify their credit risk management processes through business intelligence, and we’re proud to say that Jumping Fox was able to deliver glowing results.

Our impact consultants worked closely with the Finovest team during this time, and the unique implementation process that they followed made an immediate positive impact. The team took their time to ensure the transition went smoothly and celebrated every small victory along the way. This was the secret to making the onboarding process both fun and easy.

After all, why should big changes like these be rushed? Where is the fun in that?

Here are the areas where the Finovest team experienced immediate improvement:

1. Time spent on sending correspondence to clients
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2.Time spent monitoring client payments
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3. Availability of client data from a single platform
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4. Access to credit reports, risk levels, and internal workflow data
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5. Dashboard and reports on risk, financials, and system engagement
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6. Process automation for bulk execution of tasks

The Jumping Fox Software team always enjoys onboarding new clients, and our journey with Finovest was no exception. The process was incredibly insightful for us as well, with the Finovest team providing valuable information that will undoubtedly lead to even better “a-ha moments” with future clients.  

If you are a small to medium-size business owner who struggles with internal credit risk management processes, please contact us. Our impact consultants are available to provide a free assessment of your internal processes whenever you’re ready.

The model of a fruitful relationship

Since 2017, the renowned Edgemead High School in Cape Town has trusted Jumping Fox Software to assist in optimising its internal account management processes. With the aid of our online account management and exemption systems, this school’s financial team has gone from strength to strength.

Michelle, an experienced member of Edgemead High School’s financial team, explains that all of the system’s features have now become an integral part of her daily routine. She adds that automating the majority of her daily tasks with Jumping Fox Software has enabled her to improve the quality of her work by leaps and bounds.

Most notably, Michelle says that the system has made a measurable difference in four key areas:

1. Account management strategy and exemption application process
2. Saving time by automating repetitive tasks
3. Increasing the school’s cash flow
4. Fostering positive relationships with parents through more transparent collection processes

In addition, Michelle lists a few of her favourite system features that continue to make her workday easier:

1. Automated daily tasks (SMS, email, phone calls)
2. Bulk execution functionality  
3. In-depth management reports, including SMS status, payment arrangements, and account performance reports

On our part, working with Michelle has also been a joy for our team. She is an active user who likes to stay ahead of the curve and provide constant feedback to the Jumping Fox Software team. This helps to make our system features even better and more effective for all of our clients.

If your account management team is struggling to improve its internal collection and exemption processes, why not get in touch with us? Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready. Just call 021 - 001 4758.

Spending some time on the right solution is a game-changer

When Drakenstein Primary School in Paarl, Western Cape needed to improve their internal collection processes in 2017, they knew that they had to move their operation online. Jumping Fox Software assisted the school in setting up their new online account management system.

Elise, who works on Drakenstein Primary’s financial team, says that including technology into her daily routine was a massive step forward. “Getting to grips with the new system was definitely a learning curve but the improvement that it made to our internal processes was worth the time we put in.”

In addition to making use of its online account management solution, the school also has access to Jumping Fox Software’s panel of attorneys, Jonker Vorster Attorneys. This leading legal firm specialises in business-to-business credit management and debt recovery, drawing on the expertise of a talented legal team with 50+ years of combined experience.

Elise explains that since switching to an online account management system, the team was successfully able to increase the school’s cash flow. “We also improved our control over daily processes, saved on time and costs, and we now correspond with parents in a much more consistent manner.”

Elise lists some of her favourite system features:

1. Email and SMS functionality with bulk send option
2. Sequence collection workflow
3. Electronic handovers to the legal team
4. Template collection documents (including acknowledgment of debt, letter of demand, and section 41 notice)

The Jumping Fox Software team loves working with Elise. She is a positive and energetic professional who never shies away from a challenge.

If your account management team is struggling to improve its internal collection and exemption processes, why not get in touch with us? Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready. Just call 021 - 001 4758.

Kuilen Primary School

De Kuilen Primary School, located in the Western Cape, may have only recently started using Jumping Fox Software’s online account management system, but the school’s financial team has already seen massive improvements in internal collection processes.
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“We are really impressed with the system so far. The debt restructure tool, which reminds parents with payment arrangements when they need to pay outstanding amounts, has already been particularly helpful. Overall, our team has been able to complete tasks and get through our workload much faster. This solution is living up to its reputation,” says Clariska Claassens, a senior member of the school’s financial team.

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Here are some of Clariska 's favourite system features:

1. Email and SMS functionality with bulk send option;
2. Automated collection workflow
3. To-do generator (to create custom to-dos on any account)
4. Debt restructure tool.

If you are part of an account management team that struggles with internal collection and exemption processes, please contact us. Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready.

Training lies at the heart of great results

Top-performing Wynberg Girls' Junior School in Cape Town's southern suburbs, has been using Jumping Fox Software’s online account management system to successfully improve their internal collection processes. However, as Dezanne, who works on Wynberg Girls' Junior School’s financial team points out, getting the right training is just as important as implementing the right software solution.

“Jumping Fox Software has certainly made our work much easier, and introduced us to a host of functionalities that have taken our work to the next level. With that said, knowing how and when to use the cutting-edge features of this software is vital. This is why team training is such an integral part of the implementation process for any new software.”

With the correct training, a financial team will be able to master all of the online account management system’s features, including:

1. Centralised account data, allowing team members to access complete and in-depth information about each account;

2. Automated daily tasks, account notifications, and reports;

3. Email and SMS functionalities with bulk send options.

Implementing the right software solution and putting in just a few training hours can up your financial team’s performance by leaps and bounds.

To learn more about the Jumping Fox Software solution and the training that we offer, visit the Jumping Fox Software website for more information. You can also contact one of our customer success agents for a free assessment of your internal processes (021 - 001 4758).

The benefits of a high-tech solution

W.A Joubert Primary School, a prestigious institution in Paarl, Western Cape, has been part of the Jumping Fox Software family since 2017 - when they first signed on to use our online account management system to perfect their collection process.

The school’s financial department has since been going from strength to strength, according to Sanet and Claudelle – two of W.A. Joubert’s financial team members.

“Jumping Fox Software’s solution has enabled our school’s accounts department to function as a true tech-enabled organisation. Our team is now able to perform their tasks while working from home (which has become a very important function since the start of the pandemic),” says Sanet.

Claudelle adds that the system has also ensured that the financial team remains in compliance with all legal regulations. “Through Jumping Fox Software, we are able to share all of our information with our legal team. We work closely with Jonker Vorster Attorneys on any and all matters related to collecting outstanding school fees. Not only has this reduced our workload, but the benefit that this has had to cash flow has been clear.”

Sanet and Claudelle list a few of the system features that have made the biggest difference to the team’s daily operation:

- Email and SMS functionality with bulk send options;
- Automation of daily tasks (SMS, email, phone calls);
- Electronic handover of outstanding school fee accounts to the legal team;
- Automated reports.

The Jumping Fox Software team is proud of what W.A Joubert Primary School has achieved so far, and we look forward to seeing where this school goes next.

If your account management team is struggling to improve its internal collection and exemption processes, why not get in touch with us? Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready. Just call 021 - 001 4758.

Getting to know the system inside and out

HTS John Vorster, located in Gauteng, is a school that understands the importance of healthy cash flow. That is why they brought Jumping Fox Software’s online account management system in to improve their internal collection processes.

Having taken the time to learn and utilise all of the functionalities offered by the Jumping Fox system, Astrid and Ilza – two highly skilled members of HTS John Vorster’s finance department – have seen several major improvements in their daily operations.

Astrid explains that the team’s internal collection strategy was one of the first things to change for the better. “Our collections process quickly became much more streamlined and easier to manage. The automation of our repetitive daily tasks is also winning this department a lot of time that we can spend on more complex tasks.”

Ilze adds that implementing the online account management system has also significantly increased cash flow. “The transparency of the whole process has also gone a long way towards helping us to build better relationships with parents.”

Some of the most helpful system features, according to Astrid and Ilze, include:

· An Email and SMS functionality with bulk send option;
· Daily task automation (including SMS, emails, phone calls, and reports)
· Collection process templates that include a letter of demand and a section 41 notice.

Jumping Fox Software has enjoyed working with the dedicated finance department at HTS John Vorster. It always motivates us to interact with a team that is driven to explore and use as much of our online system as they can.

If your account management team is struggling to improve its internal collection and exemption processes, why not get in touch with us? Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready. Just call 021 - 001 4758.

Noord-Eind Primary School

Noord-Eind Primary School in Paarl, signed up for Jumping Fox Software’s online account management system some years ago. Since then, the school has significantly improved its internal collection processes.

“Our team has definitely been under much less pressure since we started using the system. Parents respond more quickly, and we have much fewer problems with defaulting accounts. Next we are going to look at implementing the online exemption system,” says Wilma, a member of the school’s financial department.

Here are Wilma's favorite system features:
1. Email and SMS functionality with bulk send option;
2. Registered post functionality;
3. Automated collection workflow;
4. To-do generator (to create custom to-dos on any account);
5. Management reports.

To learn more about the impact that Jumping Fox Software has had on this school, and what we can do for you, visit our website for more information. You can also contact one of our customer success agents for a free assessment of your internal processes (021 - 001 4758).

Bergvliet High School

Bergvliet High School in the Western Cape implemented Jumping Fox Software’s online account management system in 2018. Since then, the school’s financial team has managed to save both time and money in its daily operations.

The system’s centralized parent data, automatic monitoring of account payments and increased control over our daily routine has saved the school vast amounts of time, while also eliminating paper waste.

Here are just some system features that helped the school succeed:

* Email and SMS functionality with bulk send option.
* Automated collection workflow.
* Management reports (including SMS status, arrangements).
* Collection template documents (section 41 notice).
* Account history for accurate paper trails.

To learn more about the impact that Jumping Fox Software has had on this school, and what we can do for you, visit the Jumping Fox Software website for more information. You can also contact one of our customer success agents for a free assessment of your internal processes (021 - 001 4758).

Kronendal Primary

Kronendal Primary School, located in the Western Cape, has been using Jumping Fox Software’s online account management system for a number of years, and has improved its internal collection processes significantly over time.
“We have seen a substantial improvement in payment arrangements as well as our time management. I think our most-used feature has to be the SMS functionality. It makes it much easier for us to get a hold of parents,” says Sasha Jarvis, a member of the school’s financial department.

Here are Sasha's favorite system features:

1. Email and SMS functionality with bulk send option;
2. Automated collection workflow;
3. To-do generator (to create custom to-dos on any account);
4. Management reports.

To learn more about the impact that Jumping Fox Software has had on this school, and what we can do for you, click here or visit the Jumping Fox Software website for more information. You can also contact one of our customer success agents for a free assessment of your internal processes (021 - 001 4758).

Paarl Gymnasium High School

Understanding what it takes to achieve success

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Renowned Western Cape educational institution, Paarl Gymnasium High School, has been an ardent user of Jumping Fox Software’s online account management system since 2017. As one of South Africa’s foremost schools, they understand the importance of managing one’s internal collection processes through cutting-edge technology and following a structured legal process.

Annell, a valued member of the school’s financial team, explains that Jumping Fox Software’s solution was a perfect fit for the school’s rigorous requirements. “We needed a service provider that could ensure our finance department complied with all the relevant legal requirements around collections, help us achieve consistency in our correspondence with parents, and would give us direct access to a panel of experienced attorneys - Jumping Fox Software delivered on every aspect.”

Annell lists her favourite system features:

1. Email and SMS functionality with bulk send option;
2. Automation of daily tasks (SMS, email, phone calls);
3. Centralised parent data.

If your collection team is struggling to improve its internal collection and exemption processes, get in touch with us at 021 - 001 4758.

A system to support a highly-skilled team

Well-known Western Cape school, Paarl Boys High, has been managing its accounts and exemptions through Jumping Fox Software’s online system since 2018. In that time, the school has not only managed to improve its internal collection process, but has also made it much easier for the financial team to do its job.

Melanie, a member of Paarl Boys High’s financial team, and a professional with extensive experience in legal processes, notes that improving the school’s cash flow was only one of the many benefits of adopting a state-of-the-art online account management system.

“The system helped us to correspond with parents much more consistently, which assists us greatly in addressing and managing any potential problems as soon as they arise. Restructuring debts and arranging payment plans are also much easier. Most importantly, having the accounts management and exemption system online means that our work can be kept up to date at all times.”

Melanie lists some of her favourite system features:
· Email and SMS functionality with bulk send option;
· Sequence collection workflow;
· The ability to upload and monitor account arrangements.

Working with a professional who understands the legal environment, makes it easy for the Jumping Fox Team to deliver the best support possible. This is why we love working with Melanie.    

If your account management team is struggling to improve its internal collection and exemption processes, why not get in touch with us? Our customer success agents are available to provide a free assessment of your internal processes whenever you’re ready. Just call 021 - 001 4758.