case study

Fortune 100 Insurance Company Transforms LearnOps®

Transforming enterprise learning operations across five business units.

Case study thumbnail: Fortune 100 insurance company transforms learning operations with LearnOps

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

Key operational gaps included:

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.

The LearnOps Transformation

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.

Illustration of the Cognota LearnOps ecosystem connecting community, platform and services

Custom Intake Model

Built an agile-aligned intake
process suited for low-touch,
high-velocity project demands.

Reusable Task Bundles

Standardized task sequences
across delivery models to drive
consistency and reduce eort.

Training & Rollout

Partner with key stakeholders
to deliver impactful, consistent
learning programs.

Sandbox Testing

Used a dedicated testing environment to preview features, train users, and manage change confidently.

Onboarding Program Modernization

Rebuilt enterprise onboarding into a tracked, scalable program.

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

The Results

The team experienced measurable improvements:

Increased Efficiency and Delivery Speed

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

Capacity Forecasting and Prioritization

  • 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
“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.”

Scalable, Repeatable Program Delivery

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

What’s Next

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