How a Connecticut Based Integrated Health System Transformed Shared Services Workforce Planning with AI
Discover how Draup enabled a leading Northeast integrated health system to assess automation feasibility, model financial impact, and deliver function-level workforce intelligence across four shared services functions in under two months.
About the Company
The organization is one of the largest and most comprehensive integrated health systems in the northeastern United States, operating a fully integrated network of hospitals, specialty practices, and shared services functions. With over 48,000 employees, it supports a broad range of clinical and administrative functions spanning Revenue Cycle, Finance, Supply Chain, and HR. As enterprise-wide AI adoption accelerates across the healthcare sector, the organization recognized the need to build a rigorous, data-backed view of how automation and augmentation would reshape its shared services workforce and what that meant for talent strategy, role design, and long-term capability architecture.
The Core Challenges
Building a Structured View of AI Exposure
The organization wanted to develop a consolidated view of which shared services roles and tasks were most exposed to AI-driven change, sharpening its ability to prioritize transformation efforts across the function.
Unifying Job Architecture for Workforce Planning
The organization sought to bring headcount and job architecture data spread across multiple teams and systems into a single, unified taxonomy that could anchor enterprise-wide workforce planning decisions.
Translating AI Insights for Leadership Audiences
Senior HR and business leaders sought intuitive, simulation-driven outputs that would resonate across audiences with different depths of technical familiarity, rather than analyses pitched only to specialists.
Difficulty Isolating Net-New AI Opportunity
The organization wanted to clearly distinguish net-new AI opportunity from incremental gains already achievable through tools in use, such as UiPath and Power BI sharpening the strategic case for investment.
Solution Highlights
The organization partnered with Draup to deploy its Etter workforce intelligence platform across 47 shared services roles, delivering structured AI impact assessments and executive-ready simulation outputs in 8 weeks.
AI Impact Assessment
Each of the 47 roles was scored on automation and augmentation potential across all task workloads, providing a structured, comparable view of AI exposure across Revenue Cycle, Finance, Supply Chain, and HR.
Financial Simulator
Draup modeled the capacity-freed and financial impact of AI adoption at the function level, using the organization's actual headcount data to translate transformation potential into concrete business terms.
Tech Stack Prioritization
Role-specific technology recommendations were curated with estimated hours saved, distinguishing existing tool capabilities from net-new AI additions addressing a core requirement from HR leadership.
Workforce Twin & Role Adjacency
A workforce twin mirrored the org's taxonomy to simulate real-time transformation scenarios. Role adjacency mapping outlined no-layoff redeployment pathways as automation freed capacity
Outcomes
01
Executive Readiness Achieved
02
3X Productivity Uplift Modeled for Financial Analyst
03
AI Visibility Established Across Functions
04
Unified Repository as Single Source of Truth

