Case Study: Blue Cross & Blue Shield of Rhode Island achieves real-time, data-driven financial insights with Workday Adaptive Planning

Nationally-Recognized Health Insurer Gains Healthy Dose of Financial Visibility

Blue Cross & Blue Shield of Rhode Island (BCBSRI), the state's leading health insurer, needed to modernize how it analyzes financial performance amid sweeping regulations, fluctuating premiums, and complex cost allocations. Relying on spreadsheets left stakeholders without an easy-to-use, detailed view of market, product, and operational performance, limiting the company’s ability to forecast and respond quickly.

By adopting Workday Adaptive Planning, BCBSRI moved beyond spreadsheets to a scalable, cube-based model with automated allocations and real-time what-if scenarios. Market benchmarking that once took weeks now runs in minutes, forecasting became more bottom-up and transparent, and leaders can make faster, data-driven decisions—improving financial accountability and predictive planning across the business.

Blue Cross & Blue Shield of Rhode Island

Sarah Renaud

Team Leader of Budgets