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Case Study
Sun Life Unifies Learning Operations to Scale Impact

How One of the World’s Leading Financial Firms Centralized L&D, Cut Waste, and Improved Capacity Planning

LearnOps Pillars Impacted:
Align | Plan | Execute | Measure | Optimize

Scale

Background

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.

“We had over 10 different tools for intake, scheduling, and reporting. Nothing talked to each other. Reporting was in silos. And we had no visibility into what was being worked on.”

—Krista, Learning Strategic Initiatives, Sun Life

The Challenge

“Even after 10 years, we were still struggling with the same challenges.”

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.
  • 10+ disconnected tools across L&D, quality, and knowledge teams
  • No single source of truth for requests, status, or team capacity
  • Limited forecasting for time, budget, or strategic alignment
  • Manual workflows created avoidable waste and resource misalignment
  • Hard to demonstrate ROI or track business impact across initiatives

The LearnOps Transformation:

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.

Why Cognota?

End-to-End Visibility

A single platform to intake, schedule, assign, and track every project

Customizable Workflows

Flexible setup tailored to Sun Life’s structure and governance

Smarter Capacity Planning

Clear visibility into who’s doing what, and when

Rapid Rollout

Modular onboarding with stakeholder alignment and user engagement

Built-In Change Management

Live demos, stakeholder Q&As, and phased implementation

“The ability to see real-time capacity is huge. Other tools just didn’t give us this kind of insight.”

Business Results

Reduced Tool Sprawl = Lower Costs

Replaced 10+ tools with one platform—simplifying overhead and consolidating licensing spend.

Increased Team Productivity

Freed up hours of administrative work per week by automating intake, tracking, and communication.

Data-Driven Resource Planning

Real-time visibility into capacity and workload allowed smarter project prioritization and faster decisions.

Improved Business Alignment

Teams now have the clarity and structure to focus on strategic, high-impact initiatives—demonstrating measurable value back to business leaders.

“Cognota makes our team more efficient, strategic, and aligned. It’s not just a tool—it’s the foundation for how we deliver value.”

LearnOps ®️

What We Do

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Case Study: Sun Life

Case Study: Sun Life