Unified Data Platform for Private Clinics

Clinical, operational, and finance data integrated into one secure, AI-ready platform
ROC Private Clinics is a UK-based private healthcare provider offering consultant-led outpatient care, diagnostics, and specialist medical services. The clinics are known for high-quality clinical care, fast access to specialists, and modern diagnostic capabilities.
“The unified model finally brought our clinical and operational data together. We can trust the numbers and get client packs out on time.”
· Dr Cristina Romete, CEO, ROC Clinics UK Ltd
15
years of excellence
Founded by Top UK Doctor
listed by Spears500
2 Locations
Private & Corporate Health Services

What we did

GreenM developed a unified data platform that centralizes the clinical, operational, and finance data into a single secure source of truth. We built automated data pipelines, integrated multiple systems, standardized metrics, and delivered a modern reporting layer
Eliminated Spreadsheet-driven reporting and delayed insights
The Challenge
ROC Clinics relied on disconnected systems for clinical and finance data, with no unified way to bring information together. Reporting required manual exports and spreadsheets, leading to delays, inconsistencies, and limited visibility for leadership
  • Manual reconciliation between Semble and Xero
  • Low trust in existing reports and dashboards
  • Heavy reliance on executives for metric validation and ad-hoc analysis
  • Slow month-end reporting cycles
  • Limited visibility into utilisation and performance trends

How It Was

Separate data exports
Manual spreadsheet-driven reporting
Inconsistent KPIs across departments
No unified performance tracking format
Slow and error-prone data validation

The Solution

GreenM delivered a single, reliable data layer that connects clinical activity with financial data. The solution eliminated manual reconciliation, replaced spreadsheets with automated pipelines, and provided a unified model for accurate, real-time reporting.
  • Automated ETL pipelines replacing manual Excel workflows
  • Scheduled data ingestion from Semble and Xero
  • Validated transformations for clean, reconciled datasets
  • Semantic data model linking clinical activity, utilisation, and finance
  • AI-ready architecture with structured, consistent data across systems
  • Unified Power BI layer for leadership-ready dashboards

Key capabilities

Real-time reporting
Standardized KPIs
Single source of truth for analysis
Improved workload visibility and forecasting

Outcomes

The Unified Data Layer delivered measurable improvements across reporting, operations, and data quality
“Month‑end stopped being a scramble. The team now self‑serves most answers, and I’m looped in only for decisions.”
·Dr Cristina Romete, CEO, ROC Clinics UK Ltd

Faster Month-End Reporting

60% reduction in month-end preparation time through automated ingestion and validation.

Improved Data Quality

Fewer duplicates, cleaner price lists, and consistent clinical/finance mapping.

Faster Client Export Delivery

80% faster export preparation thanks to standardized, repeatable templates.

A Trusted, AI-Ready Foundation

A unified semantic model enabled AI-driven HubSpot integration.

Delivery

We delivered the the solution in 3 months, following a clear, structured process, from diagnosing fragmented data to launching a fully operational, automated reporting model

Diagnose & Organize

  • Mapped Semble and Xero data models
  • Identified reporting needs across clinical, ops, and finance teams
  • Standardized naming, locations, diaries, and price lists
  • Prepared the foundation for a unified semantic model

Build & Validate

  • Implemented automated ingestion pipelines for Semble & Xero
  • Built the unified Power BI semantic model
  • Created priority dashboards and standardized client export templates
  • Configured scheduled refresh, monitoring, and validation rules

Pilot & Embed

  • Piloted dashboards with finance and operations teams
  • Delivered training sessions and SOPs for daily/weekly/monthly workflows
  • Integrated dashboards into the clinic’s operational cadence
  • Ensured stable adoption and set the groundwork for future AI automation
Security by Design
Healthcare-grade security controls, ensuring safe handling of clinical and financial data while maintaining GDPR alignment and UK data residency
Role-Based Access Control
RLS by role and location, least-privilege credentials, and secrets managed securely in Azure Key Vault.
Full Encryption & Auditability
Encryption in transit, automated refresh and audit logging, and PII minimisation across shared workspaces.
UK Data Residency & GDPR Alignment
All data processed within UK-based infrastructure, following UK GDPR principles and avoiding unnecessary PHI in the reporting layer.

Services Provided

Unified Health Data

Bring your clinical, financial, and operational data into one place
A unified, AI-ready data layer that reporting, automation, and AI can reliably use.
Learn more

Private AI Foundation

A secure and compliant private AI infrastructure for healthcare
Deploy your private LLM, set up governance, cost control, and guardrails.
Learn more

Clinical Workflow Integration

Embed AI into existing clinical workflows
Integrate AI into EHR, scheduling, billing, and communication systems your teams already use.
Learn more
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