Contents
Software Solutions Used for ERP, CRM, HR, Payroll, Finance
Reference: 24-25313
Date response sent: 18/11/2024
Details of enquiry
Could you let me know if you use any particular software to support the financial and HR activities/tasks in the table below.
Response sent
| Category | Activities | Tasks | What software/tools do you use to support this task? | How much did you spend in FY 23/24 on this software/tool? | If not currently using software/tools, do you plan to adopt specific software/tools to support these activities in FY 25/26? |
| Finance performance and management | Enterprise planning and budgeting | Budgeting and financial planning | Oracle System, provided by SBS, the Trust’s 3rd Party Partners who manage the whole of our bought ledger system | This is not at separate cost to the Trust, and is part of a national contract with SBS (Shared Business Services) negotiated by NHSE. | |
| Accounts Payable and Bought Ledger Management | Contracted out to SBS (Shared Business Services) The Trust uses SBS system for accounts management. |
£160k This is part of a national contract negotiated by NHSE. |
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| Workforce planning | ESR (Electronic Staff Record) – a tailored version of Oracle HRMS12 | The Trust does not hold these details. ESR is nationally procured by the Dept of Health & Social Care (DHSC) on behalf of all NHS organisations in England and Wales | |||
| Strategic modelling | Oracle System | See Oracle system above | |||
| Account reconciliation | Reconciliation compliance and transaction matching See Accounts Payable above |
Nil | N/A | We do not hold this data | |
| Financial Consolidation and Close | Financial consolidation | Oracle system (as above) | See Oracle system above | The same as 23/24 | |
| Close process and management | Oracle system (as above) | See Oracle system above | The same as 23/24 | ||
| Custom calculations | Oracle system (as above) | See Oracle system above | The same as 23/24 | ||
| Reporting | Management reporting and dashboards | Oracle system (as above) | See Oracle system above | The same as 23/24 | |
| Financial reporting | Oracle system (as above) | See Oracle system above | The same as 23/24 | ||
| Profitability and Cost management | Profitability and Cost management | Oracle system (as above) | See Oracle system above | The same as 23/24 | |
| Tax reporting | Tax reporting | Oracle system (as above) | See Oracle system above | The same as 23/24 | |
| Enterprise Data Management | Enterprise Data Management | N/A The Trust does not have an ERP or CRM system | The Trust does not hold these details. ESR is nationally procured by the Dept of Health & Social Care (DHSC) on behalf of all NHS organisations in England and Wales | The same as 23/24 | |
| HR | Workforce planning | Workforce planning | |||
| Rostering | Rostering | NA The Trust does not work shift systems | N/A | N/A | |
| Recruitment | Recruitment | ESR (Electronic Staff Record) – a tailored version of Oracle HRMS12 | The Trust does not hold these details. ESR is nationally procured by the Dept of Health & Social Care (DHSC) on behalf of all NHS organisations in England and Wales | ||
| TRAC | Cira £9k | ||||
| Expenses | Expenses | ESR (Electronic Staff Record) – a tailored version of Oracle HRMS12 | See ESR Details above |