Client Case Study

Calderdale and Huddersfield NHS Trust

Adopts Qubix Planning and Budgeting solution for NHS Trusts to streamline planning and reporting processes.

CHT NHS Logo 2

Financial Transformation

  • Industry

    National Health Service, Healthcare

  • Employees


  • HQ

    Huddersfield, England

  • Website

  • Product & Services used

    Oracle EPM Cloud Planning, Qubix NHS Planning Template, Qubix Journey to Cloud

Download case study

Calderdale and Huddersfield NHS Trust (CHT) takes control of their budgeting, forecasting and reporting processes with Planning and Budgeting 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 were under pressure to provide 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 a different granularity and use different assumptions making consolidating budgets and consistent reporting problematic and tedious.


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

Headshot - Philippa Russell

Philippa Russell 
Assistant Finance Director


Our team implemented Qubix's Planning and Budgeting solution based on Oracle EPM Cloud Planning. Moreover, this engagement used our Journey to Cloud methodology to achieve their finance transformation objectives - a best practice approach that combines our deep industry and technical expertise to design, implement and manage your migration to the cloud.


"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."

Headshot - Philippa Russell

Philippa Russell 
Assistant Finance Director




  • Ever-increasing reporting demands from NHSi - require 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.


  • Implementation of Qubix Planning and Budgeting solution based on Oracle EPM Cloud Planning (formerly PBCS).
  • Qubix Journey to Cloud Methodology to accelerate delivery to the cloud.


  • Supports monthly forecasting and the ability to add forecast data down to the cost center level.
  • Delivers timely and accurate data to budget holders and key stakeholders.
  • Empowers managers with integrated Excel-based custom reporting.
  • Applies consistent rules and assumptions for planning and budgeting across the Trust.
  • A centralized application for all finance data: actuals, budgets, forecasts and plans.


Why did CHT choose Qubix?

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

Client Logo (icon) - NEP NHS

Craig Alderson

Applications Manager, NEP Shared Services Consortium

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