Phyllis Tuckwell Modernises Finance Operations to Support Future Growth

About Phyllis Tuckwell Hospice Care 

Phyllis Tuckwell Hospice Care provides expert end-of-life care, support and understanding to patients and families across West Surrey and North East Hampshire. 

The charity recently opened a new hospice in Farnham, marking a significant milestone in its mission to support more people living with advanced and terminal illnesses. With 18 inpatient rooms, a wellbeing and rehabilitation centre, and facilities designed to support both patients and their loved ones, the new hospice will help the organisation increase the number of people it supports to 3,000 a year by 2040. 

As demand for hospice services continues to grow, Phyllis Tuckwell recognised the need to modernise its finance operations, ensuring its systems could support both current requirements and future ambitions. 

The Challenge

Like many growing charities, Phyllis Tuckwell was managing an increasing number of financial processes across a larger organisation. 

Its previous finance system relied heavily on manual authorisations and physical signatures, creating inefficiencies for teams that were frequently working away from the office and out in the communities they serve. The system was also not cloud-based, making remote access more difficult and limiting flexibility for staff. 

Reporting presented further challenges. Extracting data was often time-consuming, reducing the finance team’s ability to focus on analysis and provide timely insights to support decision-making. 

With the organisation growing in both size and complexity, it was clear a more modern and scalable solution was needed. 

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“Our organisation is growing, in financial terms as well as in terms of staff numbers and the number of people we support. Our previous system relied on manual authorisations and physical signatures, which was proving increasingly impractical.”

Phyllis Tuckwell Hospice

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The Solution

To support its future growth, Phyllis Tuckwell implemented Microsoft Dynamics 365 Business Central. 

The cloud-based solution enabled the organisation to automate approval workflows and payment processes, significantly reducing reliance on paper-based administration. Staff could access the system securely from any location, providing greater flexibility and supporting a more agile way of working. 

Alongside Business Central, the organisation implemented Jet Reports to enhance financial reporting, making it easier to produce management accounts and gain deeper visibility into organisational performance. 

The familiar Microsoft interface and seamless integration with Excel also helped users adapt quickly and get more value from their financial data. 

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“Business Central has allowed us to automate approvals and payments, reducing our reliance on paper. Combined with cloud-based access, we can work in a more efficient and agile fashion.”

Phyllis Tuckwell Hospice

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The Results 

Since implementing Business Central, Phyllis Tuckwell has transformed the way its finance team and budget holders work. 

Purchase orders and invoices can now be approved from any location, reducing turnaround times, improving engagement with processes and significantly cutting down on manual follow-up. 

The finance team has also benefited from improved visibility and easier access to information. Approval histories, supporting documents and financial data can now be accessed within a few clicks, making it easier to investigate variances and answer queries quickly. 

Training sessions have enabled budget holders to explore their own financial data, helping teams better understand their budgets and make more informed decisions. 

The introduction of Jet Reports has further improved reporting processes, allowing the finance team to spend less time gathering information and more time analysing it. 

Key Benefits 

• Automated approval and payment processes
• Reduced reliance on paper-based administration
• Cloud-based access for remote and community-based teams
• Faster purchase order and invoice approvals
• Improved reporting through Jet Reports
• Greater budget visibility across departments
• More time for financial analysis and strategic decision-making
• Increased efficiency and effectiveness across the finance function

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“The easy drill down from Jet Reports into the detail in Business Central has allowed us to spend more time understanding what the numbers are telling us rather than having to dig into the detail to find the drivers of a variance. All the information we need is a couple of clicks away, which has improved our efficiency and effectiveness.”

Phyllis Tuckwell Hospice

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Supporting the Mission Through Technology 

As demand for hospice care continues to increase, technology plays an important role in helping Phyllis Tuckwell use its resources as effectively as possible. 

By streamlining financial processes, improving access to information and reducing administrative workloads, Business Central enables teams to focus on what matters most – supporting patients and their families. 

For Phyllis Tuckwell, technology is not about replacing the human element of care. It is about ensuring that staff have the tools and information they need to deliver that care in the most effective way possible. 

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“The role of technology in our organisation is to enable us to use our time and resources wisely, making information gathering easy and information flows smooth, so that our teams can spend their time making a difference to our patients and their families.”

Phyllis Tuckwell Hospice

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