SIX FACET SURVEYS
South Eastern Health and Social Care Trust, which provides acute hospital, community health and social services for 345,000 people in Northern Ireland, needed to improve the way it managed and analysed data gathered from surveys of its estate.
The Trust, in line with NHS best practice, conducts land and property appraisals using the six-facet survey approach, covering physical condition, functional suitability, space utilisation, statutory compliance and environmental management.
RLB Digital developed a unified reporting platform, consolidating information from these complex surveys and providing a clearer, more accessible view of key data and metrics across 140 sites. This supports better planning and decision-making through consistent data presentation and improved visibility of survey data at scale.
At a glance
-
ClientSouth Eastern Health and Social Care Trust
-
ServicesData Science and Analytics
-
sectorHealthcare
-
LocationNorthern Ireland
Automation and standardisation
Our team of software developers used Microsoft Fabric and Dataflow Gen2 to automate the ingestion of over 500 Excel survey exports stored in the Trust’s SharePoint system. Each file contained multiple sheets representing buildings and floors, which we cleaned, expanded and standardised using robust Power Query transformations. Exports from Micad property management software, also stored in SharePoint, often included several revisions of the same report. To ensure accurate and consistent reporting, we built logical functions in Power BI to identify and include only the latest version of each report.
User-friendly and interactive
Designed to be user-friendly, our solution provides an executive summary page with KPIs and interactive visuals to monitor survey coverage, cost distribution and site-specific priorities. Page-level filters allow users to drill down into survey details at individual site, building or floor level with minimal effort. Visuals such as dynamic cards, charts and maps ensure clarity at both executive and operational levels.
Optimised financial planning
The platform also showcases total project cost, a breakdown of costs by survey type and year, and a summary of survey results. This includes a ranking condition breakdown by either cost or the number of blocks for each survey type. To optimise planning, different financial scenarios can be modelled using a cost uplift factor that can adjust reported costs by between 1% and 120%.
“Through our comprehensive 6-facet surveys, RLB has been able to accurately assess and address the physical condition of the South Eastern Health & Social Care Trust properties. By creating a digital solution to gather and manage the survey data, RLB Digital has increased data reliability and visibility across our sites. This achievement is a testament to our team's collaborative efforts and dedication to ensuring these healthcare estates are fit for purpose and safe for both patients and staff."Philip Beattie, Estates Senior Compliance Manager, South Eastern Health & Social Care Trust
FURTHER INFORMATION:
