Roundtable Series | Operationalizing AI + Technology to Transform Workforce Performance: From Reactive Staffing to Predictive, Patient-Focused Operations

This is 2 of 4 Roundtable Series

As healthcare organizations continue to face workforce shortages, rising labor costs, and increasing demand variability, traditional workforce management approaches are falling short—driving reactive decisions, inefficient labor utilization, and growing strain on staff.

This Scottsdale Institute Roundtable will explore how leading health systems are adopting AI-driven, technology-enabled operating models to align staffing to patient demand, reduce administrative burden, and deliver sustainable performance.

1. Shifting from Reactive to Predictive Workforce Management

Leveraging integrated data and AI-driven forecasting, organizations are aligning staffing with real-time patient demand—reducing reliance on premium labor, minimizing unnecessary flexing, and improving operational stability.

2. Augmenting the Workforce Through Automation and Agentic AI

Automation and agentic AI are eliminating manual work and streamlining workflows—freeing up capacity so clinical and operational teams can focus on higher-value activities.

3. Enhancing Workforce Experience and Driving Sustainable Engagement

By pairing real-time insights with structured reporting and leadership cadence, organizations are empowering front-line managers, improving staff experience, and driving accountability at all levels.

Delivering Measurable Impact at Scale

Organizations adopting this approach are realizing meaningful improvements in labor cost, productivity, and staff engagement—maximizing the value of existing technology investments.

For example, one large health system achieved a 13.4% improvement in labor cost performance within one year without layoffs or hiring freezes.

Interactive Discussion

Designed as a peer-driven forum, this session will bring together CFOs, COOs, CNOs, CHROs, and operational leaders to share perspectives, challenges, and practical strategies for operationalizing AI and technology within workforce management.

Participants will leave with actionable insights on how to:

• Align workforce strategies to patient demand in real time
• Maximize existing technology investments before adding new tools
• Integrate AI and automation into workforce workflows
• Drive sustainable performance through empowered leadership and culture

Dave LeClercq, Justin Busby, and Liam Bouchier from Impact Advisors will be joined by a health system executive to lead the discussion.

The Series

With the One Big Beautiful Bill Act, healthcare leaders are under even more pressure to improve access, efficiency, outcomes, and margins -  while working with stretched teams and increasingly complex technical environments. This Scottsdale Institute Roundtable Series brings together Impact Advisors’ subject matter experts to explore proven strategies for improving healthcare performance through technology-enabled revenue cycle, workforce, clinical, and supply chain operations.

Each session will focus on practical approaches to aligning workflows, strengthening performance through analytics and automation, maximizing the value of enterprise platforms (EHR/ERP), and building resilient, scalable operating models. Sessions are designed for peer dialogue and real-world takeaways, grounded in Impact Advisors’ experience across clinical, financial, operational, and technical domains.