case study
How One of the World’s Leading Financial Firms Centralized L&D, Cut Waste, and Improved Capacity Planning
Sun Life’s global L&D function supports thousands of employees across multiple countries and teams—including facilitators, strategic consultants, quality analysts, and knowledge managers. Each team drives business-critical initiatives tied to onboarding, performance, and compliance.
But a lack of operational infrastructure was holding them back.
—Krista, Learning Strategic Initiatives, Sun Life
THE CHALLENGE
For over a decade, Sun Life’s L&D function operated through spreadsheets and disjointed systems—costing time, increasing risk, and making it hard to prioritize high-value work.
Cognota became the operating system Sun Life needed to modernize how learning, talent, and quality teams worked together—and how they delivered results to the business.
A single platform to intake, schedule, assign, and track every project
Flexible setup tailored to Sun Life’s structure and governance
Clear visibility into who’s doing what, and when
Modular onboarding with stakeholder alignment and user engagement
Live demos, stakeholder Q&As, and phased implementation
The Results
Replaced 10+ tools with one platform—simplifying overhead and consolidating licensing spend.
Freed up hours of administrative work per week by automating intake, tracking, and communication.
Real-time visibility into capacity and workload allowed smarter project prioritization and faster decisions.
Teams now have the clarity and structure to focus on strategic, high-impact initiatives—demonstrating measurable value back to business leaders.
