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 IM&T 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/nwbsp

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 Don’t presuppose the outcome Use objective and rational approaches through a clear transparent process Don’t underestimate functional barriers Savings will emerge – don’t make this your cause!! Keep the scope deliverable and manageable