North Wales Business Support Partnership

1
North Wales Business Support Partnership

• Wendy Farrington Chadd
• Project Director North Wales BSP

2
Overall Project Aim

• The implementation of cost effective business
  services across NHS organisations in North Wales
  with a view to being a pilot for the rest of
  Wales. The business case will examine the options
  for shared services across North Wales to
  encompass those aspects of Finance, Procurement,
  Human Resources, and IMT which lend themselves
  to shared services working either through
  technology or specialisation in terms of skill or
  expertise

3
North Wales Current position

• LHBs use shared services provided by the Wales
  Business Services Centre for Finance,
  HR,IMT,Contractor Services and some specialist
  advice. Move to Oracle underway to align NHS
  systems
• Trusts provide their own support functions and
  are working to establish common processes where
  possible with a view to potential shared
  services. These are at varying stages of
  development and discussion.
• A Project Initiation document launched the
  project

4
Business Case Process

• Developed within guidance Revised Investment
  Business Case Procedure under clear project
  management arrangements
• The Five Case model will consider
• The strategic case
• The economic case
• The financial case
• The commercial case
• The management case

5
Scope of Shared services Key Processes

• Procurement, Ordering and Payment for goods and
  services Purchase to Pay
• Recruitment, Payroll, ESR, Pensions Hire to
  Retire
• Income, Accounting, Reporting and Cash, Accounts
  to trial balance Accounting to Reporting
• IT and systems management to underpin the above

6
Scope of Shared services - Functions

• Finance
• Human Resources
• Procurement
• ICT for the above
• Business Case to highlight future scope IMT,
  Estates, Wider public sector, ? Model for Wales

7
Project management

• Project Sponsor Christine Daws, Director of
  Resources NHS Wales
• Project Director Wendy Farrington Chadd
• Project Board as programme board
• Sub groups for Finance, HR, Procurement, BSC
  Oracle and IMT- main working groups
• Functional sub group chairs
• Staff side representation on the board

8
Timetable

• Agree PID Aug 05
• Initiate Board meeting Sept 05
• Agree parameters of shared services Oct 05
• BSC Oracle goes live Apr 06
• Draft Business Case Jan 06
• Final Draft business case Feb 06
• Stakeholder board approval Mar 06
• Consultation Apr 06
• Implementation begins May 06

9
Current Position

• Scoping of shared services complete (except IT)
• Location Survey underway
• Sub groups developing detailed process maps
• BSC Oracle implementation on target
• Project team support from Jan 06
• On target for business case Feb 06
• Project web site developed www.wales.nhs.uk/nwbs
  p

10
Project team

• Project Director
• Project Manager (0.2wte)
• Business Process Analyst
• Financial Analyst
• Admin support

11
Options to be considered

• One Shared Service centre for North Wales
• A split centre over two sites
• Trust lead model

12
Tips and issues

• Partnership involvement crucial and people need
  time
• Dont presuppose the outcome
• Use objective and rational approaches through a
  clear transparent process
• Dont underestimate functional barriers
• Savings will emerge dont make this your
  cause!!
• Keep the scope deliverable and manageable