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 success story: calderdale and huddersfield NHS foundation Trust 

Calderdale and Huddersfield NHS Trust takes control of their Budgeting & Forecasting and makes better decisions with Oracle Planning Cloud.

"By using the NHS Planning Template everyone is now focused on future state rather than just explaining past expenditure. All our budget holders have greater visibility."
Philippa Russell
Assistant Finance Director

Calderdale and Huddersfield NHS Trust takes control of their Budgeting & Forecasting and makes better decisions with Oracle Planning Cloud.

 

Calderdale and Huddersfield NHS Trust employ around 6,000 staff who deliver compassionate care from their two hospitals, Calderdale Royal Hospital, and Huddersfield Royal Infirmary as well as in community sites, health-centres, and patients’ homes.


Foundation trusts provide the core health services needed for their community but are also free to invest quickly in response to the challenges they face in striving to deliver the best possible patient outcomes.


Calderdale and Huddersfield Trust was under pressure to deliver more detailed and accurate reporting to NHSi, but also found it cumbersome, time-consuming and extremely challenging to budget and forecast due to spreadsheet laden processes. Different divisions would budget at different granularity and using different assumptions making consolidating budgets and consistent reporting a challenge.

  • Ever increasing reporting demands from NHSi.  More detail and more forecast data.
  • Heavily reliant on spreadsheets for reporting making it cumbersome and slow.
  • Plans at a divisional and trust level needed to be prepared making consolidation of numbers a challenge in Excel.
  • Trust level plans were typically at a high level with little or no drill down analysis capability in spreadsheets.
  • No consistency across forecast drivers and assumptions making it difficult to report and understand.
  • Took over a week to load up budget journals to be able to consolidate a top down bottom up budgeting approach.
  • Using a the Planning Template forecasting has become a monthly process, which was not possible before.
  • Being able to add forecast data at a granular level down to cost centre has resulted in a more forward-looking organisation.
  • All budget holders have better and more timely visibility.
  • The application holds all data; actuals, budgets, forecasts and future plans to a detail level.
  • Excel can still be used for custom reporting, connecting to live data, so managers are always working with accurate data.
  • Being able to apply consistent rules and assumptions across the trust.
  • One trusted platform for forecasting and budgeting.

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Greater Insights & Efficiencies

"We can now report at a plan, actual and forecast level which drives better insight. We also now have a significantly streamlined business planning and budgeting process, which saves significant time. "

 

Philippa Russell
Assistant Financial Director

"Working with our partner Qubix, we have delivered a seamless and automated integration between Oracle PBCS and Oracle Fusion Financials using Qubix CloudBridge. This streamlines the flow of actuals and forecast data, as well as simplified meta-data management."

 

Craig Alderson
Application Manager

Cloudbridge for seamless data orchestration

Customer Reference Hero - Calderdale and Huddersfield NHS Trust

Calderdale and Huddersfield NHS Trust Implements Qubix NHS Planning Template on Oracle Planning & Budgeting Cloud.

Calderdale and Huddersfield NHS Trust moved away from a very challenging spreadsheet-driven budgeting and reporting process to Oracle Planning and Budgeting Cloud & the Qubix NHS Planning Template. The Qubix Planning Template replaced the spreadsheet chaos and immediately delivered benefit in their budgeting, forecasting, and reporting processes with significantly improved integration with their source systems.

Leading Oracle Platinum Partner, The Qubix Group (Qubix) in collaboration with NEP delivered the Qubix NHS Planning Template powered by Oracle Planning Cloud in a matter of weeks.


“You can very easily see what has changed and drill down into anomalies quickly.  It's quick to compare prior forecast with actuals or plan, which makes it easier to explain differences."

- Philippa Russell

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About Calderdale and Huddersfield NHS Trust:


We employ around 6,000 staff who deliver compassionate care from our two main hospitals, Calderdale Royal Hospital and Huddersfield Royal Infirmary as well as in community sites, health centres and in patients’ homes.

In 2016/17, 120,505 men, women and children were cared for as inpatients (stayed at least one night) or day cases and more than 459,863 people attended our outpatient clinics. Our AE departments at both hospitals cared for more than 151,349 people.

Industry: NHS, Healthcare

HQ: Huddersfield, England UK

Employees: 6,000

Website: https://www.cht.nhs.uk

Technology and Services Used

Oracle Icon - PBCS (blue flat) 2
Qubix Planning & Budgeting NHS Template Solution 

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Qubix CloudBridge Data Orchestration Platform