Business performance intelligence

Your business.
In a new light.

See how your care or support organisation is performing. Bring your people, services and finances into one view, so your team knows what needs attention.

See the live demonstration Book a call

The demonstration uses example data and requires sign-in.
Contact us for access. We tailor your setup to your organisation.

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01The bigger picture

Scattered information.
Connected understanding.

Your information, everywhere

Your business, in view

Service hours.xlsx

Spreadsheet · weekly export

PlannedDelivered128 hrs116 hrs

Roster & payroll

Existing platform

2 open shifts

Invoices & payments

Finance export · CSV

Invoiced this month$48,200

Team updates

Notes, forms & records

Databases & APIs

Tables & system feeds

Service recordsFinance data

Client records

CRM & referral forms

EnquiriesService needs

MERIT LuminaConnect. Understand. Act.

Performance overviewIllustrative example

Service delivery

This week

91%

116 of 128 planned hours delivered

Invoiced this month

Finance, in the same view

$48.2k

Needs attention

Open shifts to review

Owner Service lead

See what needs attention and who will follow up.

Start with what you have.

Files & documents / Existing platforms / Databases & APIs / Direct entry

We agree what to connect with you. Each source updates at its own pace, so you know how current your information is.

02The thread of responsibility

Clarity is the beginning.
Accountability follows.

Give each measure a target and someone to follow it up. Keep a record of the response, so everyone can see what happened next.

See where your information comes from and whether it needs checking.
Agree what to measure, how to calculate it and why it matters.
Set targets so your team can spot when something needs attention.
Assign someone to review the measure and follow up when needed.
Record what needs to be done and get any approvals your process requires.
See what was decided, what changed and what action was taken.

03A different perspective

Built around
your business.

Every organisation works differently. We help you choose the right measures and set up Lumina around your team’s priorities and day-to-day work.

See how the whole organisation is doing.

See what is on track, what needs attention and where your team needs to make a decision.

A view for each team.

MERIT LuminaIllustrative example

Your organisation

Leadership overview

Week 6

Measures on track: 18 / 24
Need attention: 04
Under review: 02

Performance against target

Index · target = 100

PerformanceTarget

Key measuresStatus

Service delivery91%Review

Action completion96%On track

Next action

Review the service delivery gap

Operations leadThis week

Different teams, working from the same information.

We work with you to choose the data, measures and workflows that fit your organisation.

Not sure what to measure?We can help you choose your KPIs.

04From enquiry to follow-up

Connected to the way
services are delivered.

Follow the work from the first enquiry through to delivery, payment and follow-up. See how each stage is going and where your team needs to step in.

Record who got in touch, what they need and how to reach them. Make sure someone is responsible for replying.
- Enquiries received
- Response time
Talk through the person’s goals, needs and timing. Check that your service is a good fit and that your team has capacity.
- Assessment progress
- Available capacity
Agree what you will provide, what it costs and when it will happen. Confirm the agreement and organise the people and resources needed.
- Agreements confirmed
- Work scheduled
Provide the agreed service and record the work, time and outcomes. Note any issues your team needs to follow up.
- Planned vs delivered
- Service issues
Check the work recorded, prepare invoices or claims where needed, and match payments to them. Keep track of anything still outstanding.
- Delivered vs billed
- Outstanding payments
Look at the outcomes and ask for feedback. Follow up any issues, then agree whether to continue, renew or finish the service.
- Client feedback
- Follow-up actions

Step 01 of 06

Start with the enquiry.

Record who got in touch, what they need and how to reach them. Make sure someone is responsible for replying.

Enquiries received
Response time

Step 02 of 06

Understand the need.

Talk through the person’s goals, needs and timing. Check that your service is a good fit and that your team has capacity.

Assessment progress
Available capacity

Step 03 of 06

Agree the plan.

Agree what you will provide, what it costs and when it will happen. Confirm the agreement and organise the people and resources needed.

Agreements confirmed
Work scheduled

Step 04 of 06

Deliver and record.

Provide the agreed service and record the work, time and outcomes. Note any issues your team needs to follow up.

Planned vs delivered
Service issues

Step 05 of 06

Keep track of payments.

Check the work recorded, prepare invoices or claims where needed, and match payments to them. Keep track of anything still outstanding.

Delivered vs billed
Outstanding payments

Step 06 of 06

Review how things went.

Look at the outcomes and ask for feedback. Follow up any issues, then agree whether to continue, renew or finish the service.

Client feedback
Follow-up actions

05A foundation for confidence

Confidence needs
more than a
convincing number.

Your team needs to know what the numbers mean, who can see them and what has changed. Lumina brings that context into the work.

Know what the numbers mean.: Clear definitions and calculations help your team understand each measure.
Give people the right access.: Access is based on each person’s role and organisation, so they see the information relevant to their work.
See what happened next.: Keep a record of actions and changes so your team can review how an issue was handled.

How we approach your data

A little more clarity

Good questions.
Clear answers.

Explore pricing More questions

Is Lumina only for NDIS providers?

Our first focus is care and support organisations, including Australian NDIS providers. We can also configure Lumina for other organisations, based on the measures, data and workflows we agree with you.

Can it work with our existing data?

We start with the information you already have, whether it is in spreadsheets, documents, databases or existing platforms. We can also discuss APIs, live data feeds and direct entry. Together, we agree what to connect and how often each source can update.

Do we need to know our KPIs first?

No. We help you choose useful KPIs, set targets and decide who will follow up. You do not need to have all of that worked out before we talk.

Will our platform look exactly like the demonstration?

The demonstration uses example data to show how Lumina works. Your setup will reflect the data, measures, teams and workflows we agree with you. We confirm what is included and support you through the setup.

See your organisation
in a new light.

Take a look at the demonstration. Then let’s talk about what your team needs to see, measure and follow up. Whatever matters to your business, we can help turn it into a meaningful KPI.