Where Our AI and Automation Work Is Heading
This is a working roadmap, not a finished list. It shows what is being built now, what is queued next, and what is still being explored, across both NDIS and healthcare operations and general business growth. If something here is missing, tell us what you would automate.
NDIS and Healthcare Automation
Every tool in this track is being built for both platforms, since that is what most small and medium NDIS and healthcare providers are already running on. Toggle above to see where each platform stands.
Employee Onboarding Automation
Available NowAutomated filing and expiry tracking for staff compliance documents — police checks, Working With Children Checks, first aid certificates, and NDIS worker screening checks.
NDIS Funding and Burn Rate Tracker
Available NowTrack spend against budget for every participant in your caseload, with automatic status alerts. Fully local — no participant data ever leaves your device.
NDIS CRM
In ProgressAn AI-powered CRM built on Power Automate, Azure, and Power BI. Replacing legacy case management with a modern, native Microsoft platform.
Already Live, Across Both Platforms
These items do not depend on Microsoft or Google specifically and are already in active use.
Change of Circumstances and RORD Automation
CompletedNotebookLM-based frameworks that draft Part H fields and covering emails from source documents, already tested and in active use.
Incident Management Process
CompletedA structured, auditable incident reporting and follow-up workflow, already tested and in active use.
Growth and Marketing Automation
Separate from the NDIS work, and open to any small or medium business, not just healthcare and disability providers.
Lead Generation and Outreach Automation
NowWeb crawling, enrichment, and outreach sequencing, currently running for CollabEdge itself.
Automation as a Service for Small Business
NextOpening up the same lead generation and outreach tooling to other small and medium businesses, not just CollabEdge.
Website and Content Build Pipelines
ExploringThe systems used to build and maintain sites like this one, in active use, refined as we go.
This website was built from scratch using Claude Code, the same practitioner-first approach behind everything on this roadmap. We build and use these tools ourselves before recommending them to anyone else.
What Would You Automate?
If there is a manual task eating into your week, tell us about it. Every submission goes into the roadmap review, whether it fits the tracks above or opens up a new one.
Need advice for your business right now?
This roadmap is about where things are heading. For recommendations specific to your organisation today, with cost benefit numbers behind them, that is AI Advisory.
Want to Talk Through an Idea?
A free 30 minute consultation, no obligation, before anything gets built.