case study
Transforming Intake, Capacity Planning, and Strategic Alignment Across 1,600+ Learning Projects
As one of the most recognized brands in the financial services industry, this enterprise learning team supports a broad network of employees, field agents, and business units. Following a major organizational redesign in 2023, the team needed to modernize how they operate—driving more efficiency, transparency, and measurable business value.
With over 1,600 active projects and only two full-time project managers supporting delivery, scaling required more than headcount—it required a new system for operational excellence.
Before Cognota, the team managed intake and project work manually through spreadsheets, emails, and disconnected tools. They lacked visibility into priorities, resourcing, and alignment to business goals—making it difficult to tell a compelling ROI story to leadership.
THE CHALLENGE
Within 60 days, the team launched Cognota across their newly formed learning organization—introducing structure, speed, and strategy to learning operations.
Business partners now submit requests through a simple portal, enabling better prioritization and pre-meeting context.
Visibility into who’s working on what, and how much capacity is left
Projects tied to four key business objectives, tracked continuously
Dedicated operations roles empowered by Cognota to drive adoption and change
Leveraged Cognota Assist and the LearnOps Maturity Model to level up operational performance
The Results
The team hit its annual delivery volume by mid-year, thanks to better prioritization and resource planning.
Executives now have data to advocate for funding, resourcing, and organizational support.
Stakeholders submit requests with context, timelines, and expectations built in—cutting down on back-and-forth and accelerating execution.
L&D now operates as a data-driven function with a clear link to enterprise performance—not just a service team.
“Cognota is helping us operate like a high-performing business unit. We now have the confidence, clarity, and control to scale our impact.”
