Valence Systems · Spring 2026

Institutional clarity.
At institutional scale.

ConcordiumOS unifies every operation of your school — admissions, communications, finance, and intelligence — into one coherent platform built for the demands of leading private institutions.

Overview
Enrollment
Finance
Comms
Reports
Settings

Enrollment

1,247

+3.2%

Retention

94.1%

+1.4%

Open Tuition

$284k

-12%

Parent NPS

72

+5

Enrollment Trend — 2025–2026

AugSepOctNovDecJanFebMarAprMayJunJul

Trusted by leading private schools

The King's AcademyWestminster SchoolsWhitefield AcademyProvidence ChristianFellowship ChristianFirst Presbyterian Day

The Problem

Your school runs on a patchwork of tools that weren't designed to work together.

Twelve tools. Zero cohesion.

Your team lives across a maze of disconnected apps with no single source of truth. Critical decisions get made on stale data from siloed systems.

Staff buried in manual work.

Enrollment packets, tuition reminders, re-enrollment campaigns — all done by hand. Administrative burden has become your school's greatest cost.

Institutional blind spots.

You don't know which families are at risk of not returning until it's too late. The data exists — it just lives in four different systems.

Fragmented parent experience.

Parents receive messages from five different platforms and still can't find the information they need. Trust erodes one missed email at a time.

The Platform

One platform. Every operation. Total institutional clarity.

Core Operations

Unified student information, enrollment management, tuition processing, and scheduling — the operational foundation every department builds on.

Beacon Communications

All Plans

A universal communication hub connecting administrators, teachers, parents, and students through email, push notifications, and SMS — all from one place.

Meridian Analytics

Institution & Enterprise

Fully customizable dashboards and reports for every role — from board-level enrollment trends to teacher-facing academic progress views.

Shepherd AI

Enterprise · Add-on

An AI layer that assists every user, automates routine tasks and reports, and surfaces proactive institutional insights using context models.

Core Capabilities

Student Information System
Enrollment & Admissions CRM
Tuition & Billing Engine
Academic Scheduling
Retention Risk Modeling
Board-Ready Reporting
Omnichannel Messaging
Mobile & Web Push Notifications
Parent Engagement Scores
AI Task Automation
Staff Productivity Suite
FERPA-Compliant Data Layer

Communications Hub

Martinez Family

Re-enrollment

Re-enrollment packet sent. Awaiting signature.

90% opened

Thompson, Dr. J.

Board Comms

Board materials distributed — 14/16 opened.

88% opened

Enrollment Cohort 2026

Financial Aid

Financial aid reminder sent to 47 families.

72% opened
Compose a message…

Beacon · Communications

All Plans

The communication layer every person at your school already uses.

Beacon doesn't replace your email tools — it amplifies them. By bringing email delivery, mobile and web push notifications, and SMS into a single intelligent hub, Beacon ensures every administrator, teacher, parent, and student gets the right message in the right place.

Included in every plan at every tier, Beacon is the communication backbone of ConcordiumOS — simplifying, centralizing, and tracking every message your institution sends or receives.

  • Mobile & web push notifications for all user roles
  • Email delivery that works alongside your existing tools
  • SMS-ready architecture for urgent alerts and time-sensitive updates
  • Audience segmentation by role, grade, division, or family status
  • Automated announcement and alert workflows
  • Two-way message threading with read-receipt tracking per family
  • School-wide notification center for students and parents

Meridian · Analytics

Institution & Enterprise

Analytics built for every role in your institution.

Meridian puts real-time institutional intelligence in the hands of administrators, teachers, and parents — with fully customizable dashboards and reports tailored to each perspective.

Heads of school get board-ready summaries. Teachers see academic performance at the cohort level. Parents access progress views built for their student. Available on Institution and Enterprise plans.

  • Fully customizable dashboards by role — admin, teacher, and parent views
  • Live enrollment and retention analytics for administration
  • Teacher-facing academic performance and progress tracking
  • Parent-accessible insights into student engagement and growth
  • Predictive churn alerts 60 days out
  • Board-ready report automation with one-click delivery
  • Year-over-year benchmarking across every institutional metric

Enrolled

1,247

At Risk

31

Re-enrolled

87%

Enrollment by Month

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Shepherd · AI

Enterprise · Add-on

The AI layer woven into every corner of your platform.

Shepherd uses context models trained on your institution's data to proactively assist every user — automating routine tasks and reports, surfacing critical insights before they become problems, and providing in-app support tailored to each user's role and context.

Available as an add-on on the Institution plan. Fully included in Enterprise.

  • In-app AI support for administrators, teachers, parents, and students
  • Routine report and task automation on your schedule
  • Attendance dip detection and escalation with auto-drafted outreach
  • Re-enrollment probability scoring per family with recommended next actions
  • Tuition risk flagging before delinquency occurs
  • Natural language query across all your institutional data
  • Context-aware suggestions tailored to each user's role and history
Urgent

Attendance dip — Johnson, E. (Grade 9)

Ethan has missed 6 of the last 10 school days with no pattern of illness on file. Historical data suggests elevated withdrawal risk.

Draft outreach
Action

Re-enrollment window closes in 4 days

47 families in Grades 3–5 have not submitted re-enrollment. Average time-to-lapse for this cohort is 6.2 days based on prior years.

Send reminder
Insight

Parent engagement up 18% this quarter

Families who received Beacon communications 3+ times per month show a 23% higher re-enrollment rate than the school average.

View report

Pricing

Institutional pricing built around your enrollment.

Every plan includes Beacon — the communication layer for your entire school community. Meridian and Shepherd scale with your institution's needs.

Foundation

≤400 Students

The essential platform for schools ready to unify their operations and communications under one roof.

Included Modules

Core Operations

Beacon Communications

All users — admin, teachers, parents, students

Meridian Analytics

Shepherd AI

  • Core SIS & enrollment management
  • Tuition & billing engine
  • Academic scheduling
  • Up to 10 staff accounts
  • Email support
  • Standard onboarding package
Talk to Our Team

Institution

400–1,200 Students

The full analytics and communications platform for schools operating at mid-market scale.

Included Modules

Core Operations

Beacon Communications

All users — admin, teachers, parents, students

Meridian Analytics

Admin, teacher & parent dashboards

Shepherd AI

Available as add-on

  • Everything in Foundation
  • Unlimited staff accounts
  • Dedicated success manager
  • Priority support & SLA guarantee
  • Custom report builder
  • Retention risk modeling
Talk to Our Team

Enterprise

1,200+ Students

Custom architecture for large or multi-campus institutions with complex operational needs.

Included Modules

Core Operations

Beacon Communications

All users — admin, teachers, parents, students

Meridian Analytics

Admin, teacher & parent dashboards

Shepherd AI

Fully included — all users and roles

  • Everything in Institution
  • Multi-campus data federation
  • Custom integrations & API access
  • Board-level reporting suite
  • On-site onboarding & training
  • Executive sponsor relationship
Talk to Our Team

All plans include white-glove onboarding and data migration support.

Get Started

See ConcordiumOS in action.

Request a 45-minute guided walkthrough with our implementation team. We'll show you how ConcordiumOS maps to your school's specific operational structure.

SOC 2 Type II & FERPA Compliant

Your data never leaves US jurisdiction and is encrypted at rest and in transit.

Live in 30 days or fewer

Our implementation team handles data migration and staff training end-to-end.

US-based support team

Every customer gets a named success manager available during school hours.

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