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Case Studies

No testimonials.
Every engagement measured.

We name the manual job, show what it costs, deploy the agent, and measure the result. Four NDIS cases: compliance, triage, referral, and roster. Numbers only — no testimonials.

NDIS · MelbourneCompliance Agent

Melbourne SIL Provider — 3 group homes, 12 support workers

Corrective action avoided. Audit-ready in 14 days.

The Presenting Symptom

A mid-registration audit flagged gaps in incident documentation and policy review evidence. The provider had 30 days to respond or enter corrective action — a process that typically costs $8,000–$15,000 in consultant fees before the Commission considers renewal. Everything was manual: policy review schedules lived in a shared calendar, incident reports were filed by hand, evidence packages were assembled from email threads.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
Policy review tracking and evidence assemblyCompliance$28,000
Incident documentation (after-hours)Compliance$34,000
Audit response preparationCompliance$22,000
Staff compliance training recordsAdministration$16,000

The Result

Audit response time

30 days14 days

Compliance evidence completeness

Partial — assembled under pressureContinuous — ready on demand

Incident documentation rate

~70% logged within 24hrs100% logged within 2hrs

Corrective action entered

PendingAvoided

Install cost recovered in: 3 weeks

NDIS · QueenslandTriage Agent

Queensland SIL Provider — 4 SIL homes, 24hr rostering

After-hours incidents: 8–14 hours to log, down to 12 minutes.

The Presenting Symptom

Incidents reported after 5pm went to the on-call manager's personal mobile. Logging was inconsistent — some incidents were written up the next morning from memory, others not at all. The Commission's incident reporting requirements mandate logging within 24 hours. Three near-misses in one quarter put the registration at risk. The provider had no systematic way to capture, categorise, or escalate incidents without a human in the loop.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
After-hours incident intake and loggingTriage$41,000
On-call manager coordinationOperations$28,000
Incident categorisation and escalation routingCompliance$19,000
24hr reporting compliance documentationCompliance$24,000

The Result

After-hours incidents captured

~60% — rest logged next day100% captured at time of report

Avg logging time post-incident

8–14 hoursUnder 12 minutes

24hr reporting compliance

71%100%

On-call manager call volume

12–18 calls/week3–4 escalations/week (agent-filtered)

Install cost recovered in: 4 weeks

NDIS · SydneyReferral Agent

Sydney Disability Services Provider — community access and SIL

2 referral conversations a month became 20. In 30 days.

The Presenting Symptom

Referral development was entirely relationship-dependent — if the founder wasn't personally calling support coordinators, the pipeline was silent. The provider had capacity for 8 new participants but averaged 2 referral conversations per month. No systematic outreach, no follow-up cadence, no record of which coordinators had been contacted. Growth was capped at whoever the founder happened to speak to.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
Support coordinator outreach and follow-upReferral$52,000
Referral pipeline trackingSales$18,000
Coordinator relationship maintenanceMarketing$24,000
Vacancy communication to referral networkOperations$14,000

The Result

Referral conversations/month

220+

Active coordinator relationships

8 (personal network)47 (systematically managed)

Follow-up rate on warm leads

~35%100% within 48hrs

Time to first 5 conversations

N/A — never achieved7 days post-install

Install cost recovered in: 3 weeks

NDIS · AdelaideRoster Agent

Adelaide Community Care Provider — 18 support workers, SCHADS Award

SCHADS breach risk eliminated before payroll, not after.

The Presenting Symptom

Roster changes were made in a shared spreadsheet. No one was checking SCHADS Award compliance before publishing — broken periods, insufficient rest between shifts, and overtime triggers were only caught when payroll flagged them at the end of the fortnight. Three SCHADS breaches in six months created $14,000 in back-pay liability and one unfair dismissal risk that required legal advice. The ops manager was spending 6 hours each week on manual compliance checks that were still missing things.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
SCHADS compliance checking before roster publicationWorkforce$31,000
Shift change impact assessmentOperations$22,000
Payroll error remediation and back-pay processingFinance$19,000
Award interpretation for casual/part-time staffCompliance$16,000

The Result

SCHADS breaches caught pre-publish

0 — only found at payroll100% flagged before roster locks

Back-pay liability (6-month period)

$14,000$0

Ops manager time on roster compliance

6 hrs/week45 min/week (review only)

Roster change turnaround time

4–6 hours for compliance checkUnder 8 minutes

Install cost recovered in: 5 weeks

NDISCompliance Agent + Referral Agent

Companion Health

$222K+ saved in operational costs

The Presenting Symptom

Compliance tracking was manual and reactive — policy reviews were missed, evidence packages assembled under pressure before audits. Coordinator outreach ran from a spreadsheet with no follow-up cadence. At 20+ hours a week of admin, the operation was funding its own inefficiency.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
Policy review trackingCompliance$38,000
Coordinator outreachReferral$52,000
Evidence package assemblyCompliance$28,000
Supplies & maintenance trackingOperations$44,000
Client engagement follow-upRetention$60,000

The Result

Admin hours saved

20+ hrs/wk4 hrs/wk

Compliance readiness

ReactiveAudit-ready on demand

Referral conversations

2/month8/month

Annual cost savings

$222,000+

Install cost recovered in: 6 weeks

Real EstateOutreach Agent + Nurture Agent

Horizon Property Group

4x appraisal bookings in 60 days

The Presenting Symptom

Leads from portals and open homes sat in a spreadsheet. Follow-up was manual — if it happened at all. Response time averaged 4+ hours. Competitors were calling back in minutes.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
Portal lead follow-upSales$46,000
Open home attendee nurtureMarketing$28,000
Appraisal booking and remindersOperations$18,000
CRM data entry and taggingAdmin$22,000

The Result

Avg lead response time

4+ hours47 seconds

Appraisals booked/month

624

Lead follow-up rate

~40%100%

Manual admin hours

15 hrs/wk2 hrs/wk

Install cost recovered in: 3 weeks

TradesTriage Agent + Funding Agent

Southside Electrical

$67K in recovered revenue per year

The Presenting Symptom

After-hours emergency calls went to voicemail or the owner's personal phone. Quotes were sent manually and never followed up. Invoices were sent late and 12% were disputed.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
After-hours call handlingTriage$32,000
Quote follow-upSales$24,000
Invoice chasing and disputesFinance$28,000
Job scheduling coordinationOperations$18,000

The Result

After-hours calls captured

~50%100%

Quote follow-up rate

30%100% within 24hrs

Invoice dispute rate

12%2%

Revenue recovered annually

$67,000+

Install cost recovered in: 4 weeks

Professional ServicesContent Pipeline Agent + Lead Enrichment Agent

Apex Consulting

18 inbound leads/month from zero content presence

The Presenting Symptom

No content strategy, no social presence, no inbound pipeline. All leads came from referrals and the founder's personal network. Growth was capped at the founder's calendar.

The Actual Diagnosis

Manual JobCategoryEst. Annual Cost
Content creation and postingMarketing$36,000
Lead research before callsSales$22,000
Proposal writingSales$28,000
Client reportingOperations$16,000

The Result

Inbound leads/month

018

Content pieces/week

05

Pre-call research time

45 min0 (automated)

Founder hours on marketing

10 hrs/wk1 hr/wk

Install cost recovered in: 5 weeks

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