Client Case Study

Rugby School

One of the oldest independent schools in Britain boosts its Oracle Planning Cloud application to the next level.


Financial Transformation

  • Industry

    Educational Services

  • Employees


  • HQ

    Rugby, Warwickshire, UK

  • Website

  • Product & Services used

    Oracle EPM Cloud, Oracle PBCS/NSPB, Oracle NetSuite, Oracle Smart View

Download case study

Rugby School takes control of its planning and reporting by elevating its Oracle Planning Cloud application to the next level.


Rugby School is a public school in Rugby, Warwickshire, England. Founded in 1567, it is one of the oldest independent schools in Britain. The school's alumni – or "Old Rugbeians" – include a UK Prime Minister, several bishops, prominent poets, scientists, writers and soldiers. Rugby School is also the birthplace of Rugby football.

Before engaging Qubix, Rugby School had already put in place an NSPB (NetSuite Planning & Budgeting) solution, provided by a third-party vendor, but in reality, it had fallen into disuse due to over-complexity, synchronisation problems and being far from fit for purpose.

Nicholas Winther, School Finance Director, explains their situation at that time:

"We engaged with Qubix at a point where we felt that we either needed to fix NSPB properly or leave it be for good. We were pretty clear on what we wanted it to do, had a fair but sharp deadline but knew that we couldn’t sort it out ourselves. Qubix quickly showed that they thoroughly understood NSPB, could explain it clearly and simply and that they would throw themselves at the problems to fix them one by one. Qubix gave us confidence from day one that they would be able to support us. Ultimately Qubix delivered and delivered well. We’re now looking to develop a services arrangement with Qubix confident that they are the right partner to help the continued evolution of our NSPB solution."


Nicholas Winther
Finance Director, Rugby School


Their primary needs included the repair of the integration of data and metadata from the existing ERP (Netsuite), development of a new payroll model that would allow planning of staff costs on employee level, development of income model capable of detailed school fees planning, an overhaul of the monthly Management Report pack and build of a new Cash Flow reporting solution leveraging the new models.

Rugby school partnered with The Qubix Group because of our unrivalled experience in Oracle Planning Cloud development and remediation. Our experts visited the school as part of the engagement to fully understand the challenges and communicate clearly with the finance team in the school. We demonstrated that our working ways would align with the agile approach they preferred and made sure that the final result will be an efficient and maintainable solution.

"We were delighted to partner with Rugby School and ensure that they would get the most out of their Oracle Planning Cloud application. The challenge was clear, with a tight deadline to meet but we knew quickly that we could fix their problems and take their Planning and Reporting to another level."

Andrew Mason circle

Andrew Mason
Head of EPM, The Qubix Group



  • The main challenge was a tight timeline. There was a deadline to provide the updated plans and Management Report pack to the Board within 6 weeks. We met this through closely following our Q.vate™ methodology
  • The availability of the Finance team was an issue because of their relatively small size and flexible working patterns. We had to work very closely with them in their slots of availability both remotely and on-site.
  • Being a charity, Rugby School is faced with limited resources and funding for an undertaking of this nature so the project had to be cost-effective and delivered within the plan.


  • Reconstruction of existing Oracle PBCS / NSPB application through a mix of bespoke and out of the box capabilities.
  • Development of the monthly Management Report and Cash Flow Report in Oracle Smart View.
  • Integration to the NetSuite ERP using inbuilt functionality on both Oracle NetSuite and Oracle Planning Cloud.
  • Training of the Rugby School Finance Team in the use of NSPB and collaborative working in helping the team to develop confidence in NSPB.


  • All project requirements were met and delivered on time and within budget. This was achieved by working collaboratively and in an agile manner throughout the project. 
  • Close collaboration with the Finance team ensured assimilation of the system knowledge, and their active involvement in the project development established post-project self-sufficiency. 
  • Successful implementation and handover of the solution resulted in very limited post-project support needs.
  • A leading class planning and reporting solution custom-tailored to Rugby School requirements.


Why did Rugby School choose Qubix?

" True to their word, Qubix delivered on time and within budget so that we now have the solution we have desperately needed for a long time. I can’t thank them enough and it was a pleasure working with them on this. "


Nicholas Winther

Finance Director, Rugby School

 Related case studies

How we create client success

Hero Image - AIB Lab 2 SEO
Finance Transformation

Moves to cloud planning for greater efficiency and insight

Allied Irish Bank (AIB) eliminates its reliance on large, complex and error-prone spreadsheets and Excel models for a connected, standardized cloud planning platform across business units.

Read case study
HS Featured Image - Hyde Housing
Finance Transformation

Streamlines their planning and budgeting processes in the cloud

London's largest housing association partners with Qubix to migrate their on-premises planning and budgeting application to Oracle EPM Planning Cloud in only 3 weeks for new efficiency, scale and insight.

Read case study
Case Study Page - Ocado SEO
Finance Transformation

Adopts planning and budgeting in the cloud to scale for hyper-growth

Ocado adopted integrated planning, budgeting and forecasting solution covering finance, supply chain, and HR to support new business growth.

Read case study

Get in touch with Qubix

Please share some details with us, and we'll get in touch as soon as we can.

Contact Us