SupportAbility Implementation Phases | Overview
Our recommended approach to the various phases of implementing SupportAbility has been updated recently, based on the feedback we have received from providers about what has worked best for them.
An overview of each of these phases has been outlined below. As your organisation steps through each of these phases, relevant and more detailed information is available to support you each step of the way.
Before getting started, it is important that your organisation determines a project plan for your implementation. The speed and pace of implementing SupportAbility is entirely dependent on how the project is resourced and managed by your organisation.
Audience: Authorised Representatives, Finance Team, Operations Management, Team Leaders.
SupportAbility Implementation Phases
The recommended phases to implementing SupportAbility effectively are:
- Finance & NDIS
Foundations must be completed prior to moving onto the operations phase of Activities and Finance & NDIS, which we recommend are run in parallel. The Integration phase brings everything together, to result in your organisation's required outputs.
This summary diagram may also be viewed here.
The following implementation guides are available to assist with this phase:
- Foundations | Configuration
- Foundations | Staff Accounts
- Foundations | Client Information Planning
- Foundations | Data Entry Approaches
- Foundations | Client Details
- Foundations | Client Documents
- Foundations | Client Goals and Goal Strategies
- Foundations | Client Journals
It is recommended that the Foundations phase of implementation is complete or at least underway, ahead of planning for the Operations phase as outlined below.
Operations - Activities & Rostering and Finance & NDIS
The following comprehensive implementation guides are available to assist with all the requirements of these phases:
- Activities & Rostering | Planning & Preparation, Pilot and Rollout
- Finance & NDIS | Planning
- Finance & NDIS | Workflow
- Finance & NDIS | Preparation
- Finance & NDIS | Pilot
The following is optional based on whether or not your organisation will be using the Staff Time Sheets functionality in SupportAbility for payroll. Many providers choose to implement this separately following getting the Finance & NDIS functionality up and running.
Once the above phases have been complete, your organisation is ready to go live with SupportAbility! The following guide may assist by providing a final summary of considerations in this phase: