Integrated Financial Dashboard

to utilise multiple technology solutions to deliver enhanced management information for budget holders

East Suffolk and North Essex NHS Foundation Trust, East of England, Acute



The problem

The Financial & Workforce Systems team needed to make the reporting of multiple datasets more streamlined and interactive to enable budget holders and managers to self-serve and take timely management actions to maximise patient care . This would allow corporate staff to spend more time on value added tasks as opposed to low level transactional tasks. The challenge for an organisation with 11,800 staff, 560 budget holders and in excess of 40 sites is how a team of 3 could deliver a project of this magnitude.

The challenge

How might we use new technology so that managers are empowered to investigate and take mitigating actions in respect to finance and non-financial information and that corporate support teams have more time freed up to support added value work such as investment appraisal and CIP?

The outputs

  • Integrated financial dash board.
  • Drill down to source transactions.
  • Row level security.
  • Automated data export and import.
  • Single sign on via Microsoft – accessed via Trust login so no additional passwords.

The outcomes

  • Improved ability to spot payroll errors
  • Using robotics reduces the risk or error and saves staff time.
  • Empowerment of budget holders and managers to take greater responsibility for finance and non-finance.
  • Increased time for finance to contribute to added value tasks.

The Innovation

Read the full innovation on the integrated financial dashboard

All the documents and resources relating to this innovation can be found in the downloads section at the bottom of the page.

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What the peer-reviewers said

“Once built I think more innovation will come linking up with other NHS trusts and organisations to share best practice. A very impressive submission.”

“I think it is an excellent way of adding new technology to get the most out of the data within more restrictive ESR and Finance Systems and to be able to add value to Finance and Budget Managers. It is great to see RPA in active use within Finance”

““Upskilling your own staff makes this a really cost effective and ‘teach them to fish’ endeavour that should be applauded in itselF.” “This is most definitely the way in which organisations should be aiming to go to allow the multiple data sources we use to be used in collaboration with each other rather than in silos.””

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Here are all of the documents and resources related to this innovation

Innovation F1

Integrated financial dashboard