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Client Management System Selection & Implementation.

Choosing the right Client Management System (CMS) is one of the most important decisions for any aged care or community service provider. The right system can transform the way your team operates, improving compliance, streamlining workflows, and ultimately enhancing the quality of care and services you provide.


We specialise in helping providers navigate this complex decision. Our team works alongside you to select, implement, and optimise a CMS that fits your service model, funding requirements, and future growth.


We Understand the Sector

This is not just about technology. It is about understanding the aged care and disability sector, how funding models like Support at Home and Home Care Packages work, and how your client journey needs to flow. From intake to care delivery and reporting, we map every step of the process so that your CMS supports the way you work, rather than the other way around.


Our team has worked with a wide range of systems, including Sandwai, Nightingale, and others. We bring deep insight into how these platforms function, what makes them a good fit for different organisations, and where the gaps are.

Our Approach.

Our CMS selection and implementation service is designed to reduce risk, support your team, and ensure a smooth transition. We take a structured, step-by-step approach that includes:

  1. Understanding Your Organisation
    We start with discovery sessions to understand your services, funding, reporting needs, staffing model, and existing pain points. We listen closely to your frontline team as well as management and executive leaders.

  2. Requirements Gathering and Process Mapping
    We work with key stakeholders to map out current workflows, future needs, and any compliance or integration requirements. This includes rostering, service delivery, clinical care, finance, HR, and more.

  3. System Comparison and Vendor Evaluation
    We shortlist platforms that meet your needs and conduct a structured evaluation process across key areas including features, pricing, integration capabilities, support, vendor maturity, and roadmap.

  4. Facilitated Demos and Decision Support
    We facilitate product demos that are tailored to your needs, not vendor sales pitches. We help your team ask the right questions and assess how well each system supports your specific operations.

  5. Implementation Planning and Support
    Once the system is selected, we help with implementation planning including data migration, training, user acceptance testing, change management, and go-live support.

  6. Ongoing Optimisation and Support
    A CMS is not set and forget. We stay involved to ensure the system is being used well, your team is supported, and improvements are made based on real use.

Let’s Get Started

If you are planning a CMS project or wondering if your current system is still the right fit, reach out for a free consultation. We would love to meet your team, understand your goals, and support you with honest advice that puts your organisation and your clients first.