Business Intelligence, OBIEE+, Leeds Teaching Hospitals NHS Trust

Robert Angel,Assistant Director of Finance: Systems Leeds Teaching Hospitals NHS Trust

Introducing => Leeds Teaching Hospitals

• St James University Hospital – largest Teaching Hospital in Europe

• Leeds General Infirmary• Seacroft• Chapel Allerton• Wharfedale

Leeds Teaching Hospitals

• One of the Largest Trusts in the UK • Provides Acute hospital services for the population of

Leeds• Regional centre for a number of specialist services

such as cancer and cardiac surgery• In total the Trust employs over 14,000 staff across

eight sites, treating around a million patients a year with an annual budget of £800 million.

Introducing =>Robert Angel

• Finance / IT Professional• Specialist in enterprise scale Finance Projects• The technical brain behind the multi-award winning

e-business projects of Finance & Supplies in Leeds• Champion of the best in Information Technology,

processes and standards to ensure economy, efficiency and effectiveness

A sample of Leeds Projects

• Extending Oracle e-Business Suite via non-intrusive customisation; forms, reports, workflow

• E-procurement• E-invoicing• RFID in Loan Kits• GS1 Standards• Catalogue repository• Heading the national e-enablement group

Challenges for the NHS

• GP Commissioning procuring Healthcare services through ~500 GP consortia

• Health service having to make savings of £20bn over the next four years

GP Consortia

What this means for Leeds• To Achieve our corporate goals –– To be the hospital of choice for patients and staff– To be a consistently high performing and influential

healthcare provider– To achieve the best possible clinical outcomes for every

patient, every time– To achieve academic excellence and expand the

boundaries of healthcare• Become a Lean Organisation• Become a Foundation Trust• Find £20m savings over 4 years

To Summarise

• Our goals are tough• Our challenges are many• Our resources are reduced• Our commercial landscape is in flux

So why did we invest in Business Intelligence now>?!

• In tough economic times with high resource restrictions in is difficult to focus on implementing business intelligence systems.

• In reality there is no better time… true reform means not only righting our economic ship but also pursuing the strategies which will ensure our success into the future

• The organisation that is circling a reactive loop never invests in the future and only make its situation less tenable

Would you buy this car to go to a foreign country?

• No sat nav?• No fuel gauge?• No speedo?• No thanks….

OBIEE Provides

• The opportunity to provide managers with intuitive dashboards to drive the business – focusing on what matters

• The means to provide cross-database analyses• Without the need for manual data extraction

or collation

Does this sound familiar?

• Disconnected IT systems• Loads of data going into systems but very little

information coming out• An army of spreadsheets and people working on

them containing data which you do not trust and cannot collate without time consuming consolidation exercises

• A small handful of IT specialists funnelling a large demand for specialist reports

The answer?

• One system gateway to the information from ALL of your clinical and finance systems, enabling cross system analysis

• OBIEE Repository

The answer?

• One system where report writing is drag and drop - simple, intuitive and fast

• OBIEE Answers

The answer?

• One system that enables intuitive analysis via powerful drill functionality and a vast variety of intuitive report layouts

• Answers / Dashboard

The answer?

• One system that integrates into Office Suite and has a variety of automated delivery features

• Oracle BI for Microsoft Office

Oracle Business Intelligence Enterprise Edition +

• Hate the name, love the solution!

Why OBIEE?• Access any data source – allowing cross database analysis• Flexible, powerful, rapid and easy to use• A pure web solution with no desktop maintenance • Powerful drill / navigation abilities• Portal based – simple web development• A solution the end user could produce their own results with,

without extensive training• A solution fully scaleable to any size of business• Fast results

Thanks to Connecting for Health

• We were able to call off licenses and prove that the solution worked for us

• Over six months on a test server we trialled the functionality

• When I had proved to the Business that this was the solution for the Trust then we started an implementation project

• OBIEE sold itself to our end user community

Investment Payback

• Cost of the total investment will payback in the first year of use– Manual collation and distribution of reports– Release of Management Accounts time– Release of clinical time– Superior Management Information– Timely

Our Resources for this project

• 1 DBA’s time to configure servers• Myself – as OBIEE developer• Servers and disk space – costing less than

£50,000• Time with key stakeholders to ascertain

business needs

So what have we done with it now?

• ERIS Solution – A complete suite of Financial Reports• A single solution serving 750 end users with cost

centre / parent securitised reports• Traditional Budget Report and Nominal Roll Details• Extensive new functionality– Exception Reports– Gauges with drill functionality– High level summary down to sub-ledger data

Budget Report

Exception Reports – greatest to least variances

Drill down gauges

And are the users happy?

David Fox – Directorate Manager Oncology and Physics

“The new system is friendly and easy to use.

I can easily see access and extract information…..

BUT - ”

“This has meant that I am finding more things I would like it to do with it…..”

With an earlier system users were reluctant to use it due to speed and complexity – This is the crucial difference that OBIEE has made.

Budgetary analysis has been made fast and easy and the tool is addictive…

It is a pleasure to find out that your users are asking for more!

What else have we done with it?

• Peer to peer benchmarking analysis• Prompt payment code statistics• Debtor / Cash cycle monitoring• Cashflow• Balance Sheet• Revenue• Emulate any budget holders ‘Eris’ experience to

stand in their shoes…

What next?

• Organisation wide KPIs– Clinical– Financial– HR

• Monitor reports for FT• More focus on income• Inventory line analysis• Cost per case reports – activity based reports