Case Study: Betsi Cadwaladr University Health Board achieves consistent, automated budgeting and staff planning with Prophix Software

Betsi Cadwaladr University Health Board - Customer Case Study

Betsi Cadwaladr University Health Board, the largest health organisation in Wales with a £1.3bn budget and about 16,500 staff, faced inefficient three‑year planning and regular monitoring returns managed across dozens of inconsistent spreadsheets. Without a master database or audit trail the finance team couldn’t easily review decisions or get a consolidated view of budgets—particularly staff budgets, which account for 75–80% of spend.

The Board implemented Prophix’s Corporate Performance Management system for its flexibility, usability and cost-effectiveness, linking data from the NHS Electronic Staff Record to the general ledger. The new solution standardized processes, automated data transfers and reporting, enabled sophisticated scenario modelling (e.g., pay award impacts), and delivered significant time savings while making monitoring returns and deeper analysis faster and more reliable.

Betsi Cadwaladr University Health Board

Ian Jones

Head of Financial Reporting