Sleepover Disturbance
Team leaders were managing sleepover disturbances by hand. We rebuilt the process in Lumary so that chase no longer sits with them.
Solutions / Lumary
Lumary consulting, by someone who has shipped it.
Lumary sits on Salesforce. The package gets you live. The work that makes it fit (simpler workflows, cleaner layouts, extra behaviour on the objects you already have) is what we do.
Lumary
NDIS
Salesforce
Independent of Lumary · Certified Administrator · Architect
The work
Extend the package. Do not replace it.
We are not Lumary, and we do not sell the licence. We consult on the org you already run, so claiming, rostering and notes match how the team actually works.
01
Simplify workflows
Fewer screens and fewer hand-offs. Claiming, rostering and notes that match how the team already works.
02
Clean up layouts
Lightning pages and page layouts that show what staff need, not every field the package shipped with.
03
Extend standard datasets
Extra behaviour on the objects Lumary already gives you, instead of a parallel spreadsheet or a second app.
Proof · Lumary
Ways we have improved Lumary.
Product work on the package itself, not a parallel app. These are changes staff feel in the shift, not in a slide deck.
Observation tracking
Custom observation tracking for SIL participants. Daily health indicators now sit on the record, so care can be tailored to what the data actually shows.
Coordinator and operations access
Support coordinators and the operations team were seeing more of each other's work than they should. We hardened the sharing model between the two.
Who this is for
NDIS providers already on Lumary, where the package is live but the workflows still sit in someone's head, a spreadsheet, or a second system. Maica is built on Salesforce too, and extends the same way.
How we engage
- A scoped project when the change has a clear end
- A monthly subscription when the org needs ongoing admin
- You'll speak to Jared, not an account manager
- Salesforce admin for Sales Cloud, Service Cloud and Platform sits alongside this
Running a Lumary org?
Lumary consulting, AI-enabled admin, or both. You'll speak to Jared.