Unified data

Unified Data Platform for Private Clinics

Clinical, operational, and finance data integrated into one secure, AI-ready platform

CLIENT
ROC Private Clinics

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.

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15
Years of Excellence
Founded by Top UK Doctor, listed by Spears500
2
Locations — Private & Corporate Health Services
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
WHAT WE DID

Eliminated spreadsheet-driven reporting and delayed insights.

GreenM developed a healthcare data integration platform that centralizes 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.

THE CHALLENGE

Disconnected systems, spreadsheet-driven reporting

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 unified healthcare data 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

Clinical data integration delivered measurable improvements across reporting, operations, and data quality.

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.

Private AI Foundation

Healthcare data unification enabled AI-driven HubSpot integration.

"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

DELIVERY

We delivered the clinical data platform in just 3 months, following a clear, structured process — from diagnosing fragmented data to launching a fully operational, automated reporting model.

Phase 1

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

Phase 2

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

Phase 3

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
TECHNOLOGY
  • Semble
  • Xero
  • Microsoft Power BI
  • Microsoft Azure
SECURITY

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.

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