NEP EPM Roadshow Brings NHS Finance Colleagues Together for Insight-Driven Planning

We recently hosted our first NEP EPM Roadshow, bringing NHS finance colleagues together for a highly successful day focused on collaboration, shared learning and hands-on exploration of the Enterprise Performance Management (EPM) solution.

The event welcomed representatives from across the NEP Consortium, alongside our partners Oracle and Sera Neon, to explore how improved insight can better support planning, budgeting and decision making across NHS organisations. It marked an important milestone in our ongoing commitment to providing modern, insight-driven finance, planning and performance solutions for the NHS.

Designed for NHS Finance teams

The roadshow was aimed at NHS finance colleagues involved in planning, budgeting, forecasting and performance reporting. With increasing pressure to deliver robust financial plans while responding to operational change, the sessions focused on how integrated planning and consistent, reliable insight can support more confident decision making.

Bringing colleagues together from across the consortium also created valuable space for shared learning, enabling organisations to discuss common challenges and learn from each other’s experiences.

Working in partnership

A key strength of the roadshow was the close collaboration between NEP, Oracle and Sera Neon. By combining technical expertise with a strong understanding of NHS finance and operational pressures, the session was both informative and firmly grounded in real-world application.

The involvement of Oracle and Sera Neon ensured discussions went beyond system capability alone, focusing on how EPM can be successfully implemented, adopted and embedded within NHS organisations.

A practical, hands-on experience

The roadshow was deliberately interactive, with consistently high engagement throughout the day. Attendees had the opportunity to get hands-on with the NEP EPM system, explore current budgeting functionality and preview the new EPM Insights features planned for the year ahead.

Dedicated time was built in for testing functionality, asking detailed questions and discussing how EPM could be applied within individual organisations. The Insights and analytics session was a particular highlight, clearly demonstrating how insight-driven planning can improve reporting, visibility and financial decision making.

Learning from NHS experience

A case study from The Leeds Teaching Hospitals NHS Trust provided valuable peer insight, sharing their journey from Hyperion to NEP EPM and the practical lessons learned along the way. Hearing directly from a fellow NHS organisation gave attendees confidence and reassurance, reinforcing the achievable outcomes of EPM in a live NHS environment.

“Proud to be supporting NEP with their inaugural EPM Roadshow. Helping their NHS Trusts get better improved insights to support planning and budgeting activities.”

Strengthening collaboration across the consortium

Beyond the formal agenda, the roadshow created valuable opportunities for networking and peer-topeer discussion. It was encouraging to see colleagues from different organisations connecting, sharing experiences and learning from one another.

Supporting the ongoing EPM journey

The success of the roadshow reflects our wider approach to supporting NHS organisations through shared learning, collaboration and long-term capability building. We see EPM as an ongoing journey rather than a one-off implementation and remain committed to supporting organisations as they continue to develop their planning, budgeting and analytical capabilities.

Building on the positive engagement from the event, we will continue to work closely with NHS organisations across the consortium, alongside Oracle and Sera Neon, to support the ongoing development and adoption of NEP EPM.

We would like to thank everyone who attended and contributed to the day, and our partners Oracle and Sera Neon for their continued collaboration and support.

“A successful event led by NEP for their NHS colleagues and with Sera Neon and Oracle contributing, brought together colleagues from various NHS trusts for the NEP EPM Roadshow. Thank you, NEP, for the opportunity and for including us in this great event.”

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