Wirral Community NHS Foundation Trust boosts efficiency and streamlines management meetings with Yellowfin

Customer Company Size
Large Corporate
Region
- Europe
Country
- United Kingdom
Product
- Yellowfin
- SystmOne
- Datix
Tech Stack
- Geographic Information System (GIS)
- Data Warehouse
- Electronic Health Record (EHR)
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
- Customer Satisfaction
Technology Category
- Analytics & Modeling - Predictive Analytics
- Application Infrastructure & Middleware - Data Visualization
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Business Operation
- Quality Assurance
Use Cases
- Predictive Maintenance
- Process Control & Optimization
- Remote Asset Management
Services
- System Integration
- Training
About The Customer
Wirral Community NHS Foundation Trust provides high quality health and social care services to the population of Wirral and parts of Cheshire and Liverpool. The Trust has developed an excellent clinical reputation, employing over 1,800 members of staff, 90% of who are in patient-facing roles. Each year, the staff at the Trust deliver over 1.1 million face to face sessions in many settings including clinics, health centres, GP surgeries, schools, and people’s homes.
The Challenge
To deliver its services to the Wirral population, the Trust relies on both the expertise of its staff but also on information technology systems that help it manage a wide range of activities including direct patient care, facilities management and staffing schedules. In common with much of the NHS, Wirral is continually looking at ways to raise efficiency and improve patient outcomes while saving public money. To this end, the Trust’s Finance Team invested in a new costing system, and initially began to look at ways to improve financial reporting to streamline processes and deliver a better service. Berry and his team tested several BI products before selecting Yellowfin. He says: “When we evaluated Yellowfin, it was clear that it could be used for finance, but we knew it would also work across the entire Trust.” Berry says that Yellowfin was less expensive than competitive solutions yet offered better support and a more flexible licensing policy, which allowed the Trust to deploy it to more users than was otherwise possible with their legacy BI tool. Alongside comprehensive reporting and dashboarding capabilities, Berry felt the geographic information system (GIS) mapping in Yellowfin made it really stand out. He comments: “As a community trust, we work across multiple sites. We aren’t just one hospital with our services centered in one place. We felt it would be really useful if we could visualise where the Trust was delivering its care. I think ease of use was another huge factor” says Berry. “In terms of training requirements, Yellowfin was substantially easier to use, and quicker to pick up than other competitor solutions.”
The Solution
Over the last few years, the Trust has expanded its use of Yellowfin far beyond financial reporting. In addition to their costing system, Yellowfin connects to their data warehouse, and has live feeds from key data sources such as SystmOne, a shared Electronic Health Record (EHR), Datix - a patient safety application, staff resource management, and a number of other systems that support administrative services including wheelchair management and sexual health. Yellowfin is now used by approximately 150 managers across the organisation. A recent project, initiated by a newly appointed Chair and the Chief Executive of the Trust, was: “To become as lean an organisation as possible, but with the Board having the necessary assurances in place,” Berry explains. “We needed our BI tool to give us all of the information we needed in one place, so everyone could understand where we are meeting targets or going off track. We set a goal to provide access through mobile devices like iPads as well as desktops with the aim of reducing the number of meetings where the organisation has to pull together senior managers.” With Yellowfin acting as a centralised portal for the project, everyone now has an organisational view mapped out. It works for the Board and the Executive Team, but it’s designed for managers at all levels, as you can drill right through to individual sub-teams within a service, to really granular levels. The idea is that any budget holder within the Trust, regardless of the site of service, will have access to their budget and the detail to make data-driven tasks much easier to manage.
Operational Impact
Quantitative Benefit
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