Empowering Portsmouth Hospitals University and Isle of Wight NHS Trusts Through Integrated Costing

About the Project

Portsmouth Hospitals University NHS Trust (PHU) and the Isle of Wight NHS Trust (IWT) initiated the integration of their costing teams after the January 2023 announcement of their strategic partnership and shared leadership model. Both organisations recognised the need for consistent, high-quality costing data to support financial planning, business cases and clinical decision-making. While both trusts were already using LOGEX Costing, they were at different stages of their costing maturity, and engagement with costing data varied significantly. PHU had moderate involvement, while IWT’s was minimal.

The challenge

The integration faced several hurdles:

Technical barriers: Despite using the same costing system, the trusts operated on separate servers, preventing shared access to data. This limited collaboration and delayed plans for a unified team structure.
Process misalignment: Each trust had different costing processes and reporting formats, creating inconsistencies in outputs.
Low engagement: Historically, costing data was underutilised in decision-making, particularly at Isle of Wight, where the costing team did not sit within finance.
Resource constraints: Moving from quarterly to monthly models was challenging due to data readiness issues, slowing progress towards real-time insights.

Our solution

To address these challenges and accelerate transformation, PHU adopted LOGEX Costing with hands-on support from a dedicated LOGEX consultant.

Standardised reporting: Both trusts aligned their costing processes and outputs, ensuring consistent formats across sites. This was a major success in the first year.

Enhanced visibility: The organisation exported the LOGEX Costing outputs into the tool they were using for Business Intelligence, Power BI. From there, the team was able to set up user-friendly dashboards enabling self-service access for finance and operational colleagues. Thanks to this, it was much easier to understand the data and to have confidence in them.

Clinical engagement: The innovative introduction of a Clinical Director for Finance and a Deputy Clinical Director fostered clinician involvement. Costing data is actively used in the identification of CIPs and now informs departmental reviews, such as respiratory benchmarking and renal transplant service growth plans.

Continuous improvement: LOGEX Costing’s transparency of cost calculation and improved export capabilities strengthened trust in the system, both within and outside of finance. Collaboration with the allocated LOGEX consultant ensures the needs of the Trust are heard and taken on board in ongoing enhancements to the tool.

Future Vision

Portsmouth Hospitals University and Isle of Wight NHS Trusts aim to make costing data an integral part of everyday financial and operational conversations, rather than a secondary consideration to budgets. The goal is to provide timely, consistent, and actionable insights that support strategic planning and service development.

A key ambition is to streamline Business Intelligence reporting, which will be facilitated by further LOGEX developments, reducing manual processes and accelerating access to information. By continuing to collaborate with LOGEX on system enhancements and export improvements, the Trusts hope to strengthen engagement across clinical and finance teams, ensuring data-driven decisions that improve efficiency and patient care.

“Having the LOGEX Costing outputs in our Power BI tooling has transformed how we share data. It’s faster, clearer and allows colleagues to self-serve, which makes decision-making much more efficient.”

“The ability to align processes and produce consistent reports across both Trusts was a huge success. It means everyone is working from the same reliable data.”

“LOGEX listens to what we need and delivers. That responsiveness has helped us move from frustration with to confidence in the system.”

Phillip Lillywhite

Head of Costing at Isle of Wight NHS Trust and Portsmouth University Hospitals NHS Trust

Empowering Portsmouth Hospitals University and Isle of Wight NHS Trusts Through Integrated Costing

About the Project

The challenge

Experience the platform firsthand.

Our solution

Future Vision

Get clarity and control to make better decisions.