Case Study: Bedfordshire Hospitals NHS Foundation Trust achieves agile financial planning with Unit4 FP&A

Bedfordshire Hospitals NHS Foundation Trust simplifies planning for its £780m budget with Unit4 Financial Planning & Analysis

Bedfordshire Hospitals NHS Foundation Trust faced challenges after a merger, including managing vast amounts of data with outdated, spreadsheet-based budgeting systems. This process made financial planning changes difficult to implement, absorbed excessive resources, and increased risk. The Trust turned to the vendor Unit4 and implemented its Financial Planning & Analysis (FP&A) product to address these issues.

By implementing Unit4 FP&A, the Trust consolidated data from different sources and centralized its planning. This solution provided agile reporting, shortened planning cycles, and allowed for plans to be rapidly adjusted. The measurable impact included gaining trusted control over its £780m budget and a £116m infrastructure investment, while also automating processes to liberate staff resources for strategic healthcare tasks.

Bedfordshire Hospitals NHS Foundation Trust