IT Management

IT planning, strategy development and governance.

An efficient, secure and functional IT environment is essential for organisations operating under the NDIS. Information and resources are available in this section of the website to help your organisation determine the most suitable infrastructure to meet your needs.

So, you're looking at investing in a new IT system? It could be your server, client management system or finance system. It's important that you take into consideration all the costs that may not be obvious at the start. To help you, we have a template you can use as a starting point for creating a budget.


PCs, infrastructure, servers, hardware, software and email.

Maintenance is an ongoing task and is important to the daily operation of your IT environment. Although each and every environment is different, a sound server maintenance plan might include these simple steps.

Information Systems

Client information, service delivery, donors and members.

This guide lists questions you could ask when checking references for a system and/or vendor you are considering working with. These questions are geared towards reference checking for client/case management systems, but could also be useful in other situations.

Italics indicate an explanation of why a particular question is being asked.

This checklist is designed to help you think through the major elements of the budget in case management system projects but could also be useful in other situations. Note that the list is not exhaustive, but is a checklist of items that are sometimes overlooked. It’s grouped by project stage, but many organisations will have costs in the first four areas that occur across many (or all) of the stages listed further down.

This is a guide to questions you can ask stakeholders within an organisation when gathering requirements. Use it to interview individuals or when facilitating a workshop to discuss and gather requirements.You don’t need to ask to all questions of everyone but keep a record of who was asked what.

Investing some money and effort into a good client/case management system can bring huge rewards. Having all the information about a client available in one place, accessible by every service provider who needs it, makes it easier for your staff to do their job and significantly improves the experience of the client.

Cancer Wellness Support fosters a culture of innovation by encouraging staff to think laterally and develop their own creative ideas and projects within and outside the scope of their expertise. 

By being willing to take risks and adapt, the enterprise has transformed from one with very limited technical adoption to an organisation that is thriving through the technology it has put in place.  

This case study describes how they have gone from good to great. 

Infoxchange New Zealand has been working on a project to help small-to-medium not-profit social service providers choose a case management system. When we refer to ‘case management system’ we mean a system that is used by social service providers to deliver services to clients such as intake, case management, counselling, respite, workload management and outcomes measurement.

Referring clients to another service provider can be a time-consuming business. Protecting confidential information means client details and case history can’t be sent using standard email. Posting or faxing a referral isn’t efficient as information must be retyped; there can be delays and you can’t be sure if it’s been received and acted upon.

Online Presence

Websites, social media, search engines, online communications.

Your organisation may already exist on online directories and people may already be talking about you. Doing a search online will help you find these listings and claim them so you can track what’s happening on them, respond to customer queries and make any necessary updates.

How not-for-profits can create their own website depends on their needs, in-house skills and budget. There are many DIY options available now, and this article explores the pros and cons of these, including website builders for not-for-profits.

Staff Skills

Digital literacy, productivity tools, professional development.

Security & Risk Management

Securing your information and disaster recovery.

Privacy relates to the management and protection of an individual’s personal information. The Privacy Act is the existing Commonwealth legislation which includes Australian Privacy Principles that regulate the standards, rights and obligations for the handling, holding, accessing and correction of personal information.

This guide will help you have an informed discussion with your information and communication technology (ICT) support organisation or IT expert about backing up your organisations important data. It will help to give you the information and concepts to work with them to ensure that you have an adequate backup regime and won’t lose the information you need to keep your organisation running.