Case Study
Smarter Learning Ops for a Major University

LearnOps Pillars Impacted:
Align | Plan | Execute | Optimize
Use Case:
Operational Excellence in L&D with Cognota

Learning

Background

The University of Phoenix is a leader in adult education with over 3,400 employees and a strong focus on supporting working professionals through accessible, career-aligned learning. Internally, the Learning and Development (L&D) team manages a high volume of cross-functional requests from departments like ethics, compliance, and regulatory affairs.

Before implementing Cognota, the L&D team relied on Jira—a tool not designed for learning operations. Intake was inconsistent, capacity planning was nonexistent, and reporting required significant manual effort. There was limited visibility into what the team was working on, making it difficult to communicate status updates or justify resource needs to leadership.

The Challenge
Low Visibility and Lack of Operational Structure

Bekah Roberts, Program Manager of Talent Management, described the environment as reactive and disconnected:

“We had no idea how much we were doing—or if we could take on more. Everything came in, and we tried to do it all.”

Key challenges included:

The LearnOps Transformation:

In April 2024, the University of Phoenix began migrating from Jira to Cognota to centralize L&D operations. The implementation was completed in six months, driven entirely by the internal L&D team.

Key Steps:

Migrated in-progress projects into Cognota for hands-on onboarding and team training
Identified early adopters to shape templates and best practices
Trained leaders first, then onboarded the broader team, followed by key stakeholders
Provided stakeholders with project access, reducing email back-and-forth and improving transparency
Leveraged Cognota data to deliver dashboards to the CHRO and executive leadership

The transformation created a single source of truth for L&D projects, intake, and capacity—all while maintaining high team engagement.

Results & Business Impact

Executive Dashboards and Reporting

“Now we can say we worked on 48 projects, completed 11, and received 12 new requests—before, we could only guess.”

  • Monthly L&D dashboards now go directly to the CHRO and VP
  • Data informs resource requests and business cases for new headcount
  • Greater trust and transparency with leadership

Capacity-Based Decision-Making

“We finally have the data to say what we can and can’t take on—and why.”

  • Cognota enables go/no-go decisions based on resource capacity
  • Intake requests are prioritized by criticality (e.g., compliance vs. branding)
  • Backlogs are now visible, structured, and managed proactively

Streamlined Collaboration with Stakeholders

“Instead of playing telephone, stakeholders go into Cognota and see status updates in real time.”

  • Departments like compliance and regulatory have self-serve access to project status
  • Communication cycles are shorter, and updates are centralized
  • Stakeholders contribute directly to project notes and context
What’s Next
Looking ahead, the University of Phoenix plans to expand Cognota usage across additional L&D functions. The team is:

Exploring Cognota’s facilitation module to manage instructor-led delivery and optimize facilitator workloads

Preparing to adopt reporting widgets for real-time executive access to dashboards

Considering a pilot of Cognota’s Evaluation feature to build measurement practices for learning impact

“We’re excited to bring our facilitation team into Cognota and get full visibility into their capacity too. The future is about scaling impact with data at the center.”

Case Study: University of Phoenix

Case Study: University of Phoenix