Case Study
Fortune 100 Insurance Company Transforms LearnOps

Transforming Enterprise Learning Operations Across Five Business Units

LearnOps Pillars Impacted:
Align | Plan | Execute | Optimize

Transform

Background

A Fortune 100 insurance company operates one of the industry’s largest and most complex enterprise learning ecosystems. With five distinct learning centers, over 300 active projects, and thousands of internal and contract learners to support globally, the Learning and Development (L&D) organization needed to modernize operations, better align with business priorities, and scale more efficiently.

The existing environment depended on a patchwork of disconnected tools—including SAP, Workday, email, and Smartsheet—which made it difficult to manage intake, forecast capacity, or maintain consistency across delivery teams. Learning requests were often submitted informally, delivery timelines were hard to predict, and prioritization was limited by a lack of real-time operational data.

The Challenge
Fragmentation and Operational Blind Spots

The team described the previous state as reactive and overly manual:

“We had to support dynamic intake… weigh resource availability against initiatives and strategic goals… and ruthlessly prioritize. Our legacy tools just didn’t provide any of those mechanisms.”

Key operational gaps included:

The LearnOps Transformation:

In June 2024, the company deployed Cognota’s LearnOps platform to centralize learning operations and close long-standing process gaps. In just six months, the team rolled out the platform across all five learning centers, successfully migrating projects, training users, and modernizing key programs without disrupting ongoing delivery.
Built an agile-aligned intake process suited for low-touch, high-velocity project demands
Standardized task sequences across delivery models to drive consistency and reduce effort

Foster strong partnerships with key stakeholders to maximize the strategic impact of learning programs and maintain high standards through consistent, repeatable processes.

Used a dedicated testing environment to preview features, train users, and manage change confidently
Transformed the company’s enterprise onboarding into a structured, trackable program across centers

The implementation was completed on time by Q4 2024—with zero disruption to work in progress, despite scale and complexity.

The Results

The team experienced measurable improvements across multiple LearnOps pillars:

Increased Efficiency and Delivery Speed

“We were able to migrate and populate all of that in-flight work… and train all of our users across the five centers. That was a pretty aggressive timeline.”

  • Projects continued uninterrupted throughout implementation
  • Repeatable templates saved instructional designers and managers significant time
  • Faster onboarding of new initiatives reduced lag across business units

Capacity Forecasting and Prioritization

“We didn’t have capacity forecasting before… but now we have the data to say what’s possible, what isn’t, and how to prioritize.”

  • Real-time data now informs go/no-go decisions
  • Forecasting tools support project planning and stakeholder engagement
  • Teams can proactively manage backlogs and reduce over-commitment

Scalable, Repeatable Program Delivery

“We created an organizational model… we were able to bundle tasks and deliverables into programs and manage them in a much more concise way.”

  • Standardized templates enable reuse across key learning programs
  • Project tracking and SME coordination are now unified in a single system
  • The company is shifting from LMS-centered production to an LXP-ready, modular content model
What’s Next
In 2025, the company is expanding its LearnOps maturity to support a broader transition to xAPI-driven learning and a new enterprise LXP strategy. Current priorities include standardizing intake and execution across business units and integrating LearnOps into long-range workforce development planning.

“Cognota is helping us shift into a new standardized model… it’s helping us reconfigure how we produce and align content with business strategy going forward.”

Case Study: Fortune 100 Insurance Company

Case Study: Fortune 100 Insurance Company