Proposal v1.0 · Reporting and analytics · Well Life Clinic
One source of truth for reporting and analytics
Well Life has grown fast, with three sites today and a new one planned every quarter. All the activity sits in Semble, but operations and finance pull the numbers out in different ways, revenue is typed into Xero by hand, and there is no in-house team to own it. This page sets out what we heard, what we propose, and how we'd deliver it in eight weeks.
Prepared forJag Yogarajah, Jack Wagstaff
SitesOxted, Cobham, St Albans
Date2 November 2026
What we heard
Jag, Jack, thank you for walking me through how quickly Well Life has grown. Here is where things stand today, as I understood it.
Sites
OxtedCobhamSt Albans+1 site a quarter, next 6 months
Services
Private careNHS neurodiversityMental healthElective careVirtual and on site
Systems
Sembleone instance, all sitesOps tool over SembleXerofinanceMicrosoft 365
People
Operations teamFinance teamJagCFO, owns ITOutsourced IT, not data
The gap
Semble holds the activity and Xero holds the finance, but nothing sits between them and the people who need the numbers. Each team builds its own version by hand, and every new site adds to the work.
Our proposal
One foundation for every number Well Life runs on
We'd close that gap with one foundation in your own Azure, sitting between your systems and your teams. It has three parts: the integration with Semble, a unified data layer, and the management dashboards both teams rely on. Each new system, site and dashboard after that plugs into the same foundation, and AI sits on top when you're ready.
4AI on your datawhen you're ready
Private AI that works from the same data layer, inside your Azure.
Ask your data in plain EnglishLetters and follow-upsScribingAdmin and invoicing checks
built on
3Management informationgrows step by step
Power BI dashboards for leadership, operations and finance, all built on one set of numbers.
ActivityRevenueWaiting timesInvoicing backupSite scorecardFinance and cash flowGrowth and referralsGovernance and CQC evidence
built on
2Unified data layerbuilt once, in your Azure
One model of sites, services, clinicians, appointments and invoices, with definitions both teams agreed.
Agreed definitionsDaily refreshData quality checksUK regionAccess you control
fed by
1Integrationnothing replaced
Automated connections to the systems you already use.
SembleXeroHubSpot or CRMTelephonyForms and registersSystems of clinics you acquire
Eight-Week RunPhase 2Later, as you need it
The Eight-Week Run
How we build it, and what each step solves
The Eight-Week Run is how GreenM starts every engagement. A fixed block of work with one clear outcome, built with the people who use the numbers today, live and yours by week eight. Setup, a day in your clinic, build on your real data, demo, then live. Your team gives about two days in total.
W1W2W3W4W5W6W7W8
1Integration
Your Azure set up, Semble data flowing daily
No more pulling numbers out of Semble by hand
Semble
On site in Oxted
Definitions agreed with operations and finance, in the room
Ends "same question, different answers"
2Unified data layer
One model, reconciled with the numbers you use today
Invoicing numbers you can stand behind
Data layer
3Management information
3 to 5 Power BI dashboards on your real data
Activity, revenue and waits by site and service line
Dashboards
Demo: your team signs off
Every number checked, feedback goes in
Confidence before anyone relies on it
Live, documented, yours
Handed over, with dashboard owners trained
Yours to run, without an in-house data team
After week 8
Xero joined to the same data layer, so revenue flows through without re-keying. New sites added as they open. Jag stays the single point of contact.
What you keep at week eight
Semble connected to a data platform in your own Azure
One unified data layer that operations and finance share
3 to 5 management dashboards in Power BI, live on your data
Written definitions of activity, revenue and waiting time
Documentation, access and trained dashboard owners
A prioritised backlog for what comes next
Start with the numbers that matter most. Every next dashboard reuses the same foundation.
We can usually start within two weeks of agreeing. With a short break over Christmas, your first dashboards go live in January.
The dashboard library
Dashboards clinics build on this foundation
These are the areas we've built for clinics on Semble and Xero, including ROC Clinic. Your first 3 to 5 dashboards come from Operations and Finance; we confirm them with you on site in week 2.
Activity volumes
Appointments by site, service and appointment type, month on month.
Week 8
Waiting times
Time from referral or booking to appointment, by service and site.
Week 8
OxtedCobhamSt Albans
Site scorecard
Each site side by side, ready for new sites as they open.
Week 8
DNAs and cancellations
By appointment type and reason, against a target rate.
Later
Revenue by service and site
Invoiced and paid revenue from Semble, nothing typed by hand.
Week 8
Invoicing backup
The activity behind each invoice for NHS and other contracts.
Week 8
Cash flow forecast
Expected balances day by day, and what you can safely pay this week.
Phase 2
Debtor recovery
How much older debt is recovered, week on week.
Phase 2
Referral sources
Which practices and partners send patients, and how many book.
Later
Where bookings come from
Website, phone, referrals and campaigns, by service.
Later
Corporate and B2B accounts
Activity and revenue for each employer or contract partner.
Later
Incidents and investigations
What was reported, where, and how fast each one was closed.
Later
Audits and checklists
Completion rates by site, with drill-through to each register.
Later
Complaints and feedback
Open, acknowledged and overdue, with top themes and sources.
Later
Done before, on the same systems:ROC Clinic runs on Semble and Xero, like you. We built their unified data platform and Power BI dashboards in 3 months. Month-end preparation is down 60% and client exports are 80% faster.
Investment and support
A fixed price for the Eight-Week Run, then a monthly support package that matches how fast you want to move. All prices in pounds.
Eight-Week Run · fixed price
£10,000 total
Integration, unified data layer and management information, from setup to handover.
2
Engineers
Semble integration, data layer and Power BI reports
1
UK project manager
Your day-to-day contact, weekly check-ins, sign-offs
1
Day on site
Oxted in week 2, with operations and finance
After week 8: support packages
Each project is assigned one package, which can change as your needs change. Every package includes a named client success lead.
Run
Suitable for stable systems that need minor changes only.
£1,000 per month
Maintenance of live systems.
Included
Monitoring of systems, data pipelines and cloud costs, with incident resolution
Critical issues answered within 4 business hours
Updates for routine changes in connected systems
Minor changes as needed
User access management and quarterly access review
Compliance and user documentation kept up to date
Monthly status meeting
Adopt
Suitable for recently implemented systems, or systems that need regular adjustment.
£2,500 per month
Maintenance and continuous improvement.
Everything in Run, plus
Small enhancements, typically two per month
Monthly accuracy checks and tuning of AI outputs, rules and reports
Weekly 30-minute meeting
Monthly usage report: adoption by team, exceptions and items awaiting review
Monthly cloud and AI cost report with savings recommendations
Training for staff and new team members
Evidence preparation for DSPT, CQC and insurer audits
Quarterly review with management, with recommendations for the next quarter
Suggested
Expand
Suitable for ongoing development of new workflows.
£5,000 per month
Maintenance and new development.
Everything in Adopt, plus
One new workflow delivered per month
Quarterly on-site visit with a results review against agreed outcomes, such as time saved or income recovered
Roadmap planning, prioritised by business impact
Each workflow includes a design session with your team, testing on real cases, compliance documentation, release notes and handover
Minor change: a quick adjustment, typically a few hours, such as a new field, filter or user permission.
Enhancement: a small improvement, typically one to two days, such as a new template, appointment type, report or site.
Workflow: a new end-to-end capability, typically up to two weeks, such as a reporting module, system integration or AI automation.
Monthly fees in GBP, six-month minimum, UK business hours. Volumes shown are typical; anything beyond them is agreed and quoted first.
Azure and Microsoft licencesBilled by Microsoft directly to Well Life. We estimate the monthly cost in week 1.At cost
With Xero next and a new site every quarter, we'd suggest Expand to start. We agree the right package together at the end of week 8, and review it in month 3.
What we need from Well Life
Most clinics your size don't have an IT department, and we're used to working that way. What keeps the eight weeks on track is quick access and a little of your teams' time.
A point of contact. Jag, with admin rights in Microsoft 365 and Azure, to grant access and approve set-up.
Semble access. An API key or admin login, and a colleague who knows how Semble is set up. Semble and Xero stay as they are; we connect, nothing is replaced.
An Azure subscription. In Well Life's own Microsoft account, in a UK region. Our engineers work inside it and copy nothing out.
Power BI licences. For the people who view reports. We check what your Microsoft 365 plan already includes.
About two days of your teams' time. The on-site day in week 2, a weekly check-in and the sign-off in week 7.
An introduction to your IT provider. For any account or network set-up on their side.
Next step: a follow-up conversation.
We'd love to walk you both through this and agree the first dashboards together.
Later this week or next
Follow-up meeting
Go through this proposal, answer your questions and agree the first dashboards.
In a couple of weeks
Kick off
Week 1 starts: your Azure set up and the Semble integration. First dashboards live in January.
By the way
I'm in London this week
If Thursday afternoon or Friday morning works for you, I can come on site and show you what this could look like for Well Life.
