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8/3/2019 Pacific Life Case Study: Delivering Employee Compliance Training Online to Reduce Costs and Increase Productivity
http://slidepdf.com/reader/full/pacific-life-case-study-delivering-employee-compliance-training-online-to 1/3
www.sumtotalsystems.com
Success Profile
“SumTotal was clearly the best choice based
n its flexibility, scalability and reporting
power... SumTotal’s real-time, out-of-the-box
reporting gave us a great view of enrollment,
ctivity and training results — something we
ouldn’t get from our old system.
— Justine Milberg
VP, Pacific Life eAcademy
Fast Facts
Industry: Financial Services
Country: United States
Users: 2,900+
SumTotal Product:
SumTotal Learning
Delivering Employee Compliance
Training Online to Reduce Costs
and Increase Productivity
DELIVERING COMPLIANCE TRAINING
n 1997, the company launched the Pacific Life Academy, a “brick and mortar”
corporate university at its headquarters in Newport Beach, California. In addition
o a wide variety of business skills and technology courses, the Academy delivered
man ate nstructor- e c assroom tra n ng n areas suc as arassment an
confidential information.
mp oyees an managers were ent us ast c a out t e ca emy, ut t e
c assroom e very mo e ma e t cu t or e sta to part c pate, an c asses
reduced employee productivity by interrupting their daily tasks. The cost and time
o develop new mandated courses also hindered the Academy team’s ability to
create an ntro uce ot er us ness an tec n ca courses to enr c emp oyee
s s an career eve opment.While the Academy grew, increasing regulatory complexity led to the creation of a
new corporate compliance department at Pacific Life. The new department turned
o t e team at ac c e ca emy to e p communcate t e company-w e
introduction of a new Code of Conduct and other critical compliance information
and learning activities.
ONLINE LEARNING AND REAL-TIME VISIBILITY
o meet t e comp ance tran ng c a enge, t e ac c e ca emy aunc e t e
eAcademy to add online learning to the mix of learning activities and to streamline
learning management across the organization. The Vice President, Justine Milberg
and the Program Director, Greg Cleveland wanted to create a comprehensive online
earnng env ronment to eve op, e ver an trac usness, ea ers p eve opment
an tec nca s s tra n ng an measure t e mpact o t at tra n ng on t e companys
business objectives.
ur comp ance team agree t at an n t atve o t s magntu e requ re an e-earnng
so uton t at cou eas y e con gure to a ress ac c es un que processes,
business goals, product offerings and management development priorities,” said
Milberg. “We were eager to bring enterprise-wide learning technology into the
company to ensure the success of the compliance training initiative.”
Pacific Life
Newport Beach, CA, USAwww.pacificlife.com
8/3/2019 Pacific Life Case Study: Delivering Employee Compliance Training Online to Reduce Costs and Increase Productivity
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www.sumtotalsystems.com
ter an ex austve searc , ac c e seecte um ota earnng anagement as
he platform for the new eAcademy. Milberg added, “SumTotal was clearly the best
choice based on its flexibility, scalability and reporting power.”
e ca emy an orporate omp ance epartments wor e w t um ota
and its partner, VitesseLearning, to develop eight 30-minute online courses that
introduced Pacific Life’s Code of Conduct. The courses, built around the theme,
It’s My Responsibility,” begin with a personal message from CEO, Thomas Sutton,
w o wecomes users to t e new mo u e y reteratng t e company s top- own
commitment to honesty and ethical conduct as building blocks for its success. To
enhance the learning experience, the interactive courses feature employee photos,
matching exercises and audio cues.
SumTotal and VitesseLearning helped us address one of our biggest challenges:
building 100-percent custom content that was Pacfic Life-centric,” Cleveland noted.
urng t e comp ance tran ng ro out, t e ca emy team use t e p at orm s reportng
features to track results for corporate compliance, share data with employees, and
highlight each division’s progress in completing the compliance curriculum. These
reports prov e execut ves w t rea -tme v s ty nto tran ng progress to accurate y
assess t e r v s ons comm tment to mp ementng t e o e o on uct. s open
approac to commun cat ons nsp re greater teamwor an a eat y compett ve
culture that led to outstanding adoption and completion rates.
erg a e , um ota s rea -tme, out-o -t e- ox report ng gave us a great v ew o
enrollment, activity and training results — something we couldn’t get from our old system.”
ccor ng to eve an , eac earn ng act v ty s t e to one o t e companys us ness
goa s. n a t on to t e comp ance curr cu a, t e e ca emy course cata og nc u es
courseware on business skills (i.e. capital markets, finance, customer service, project
management, sales and Six Sigma quality assurance), management and leadership
development, desktop software applications and technology training.
INCREASED PRODUCTIVITY AND REDUCED COSTS
Pacific Life has dramatically increased employee productivity, reducing training
cycle time by 82 percent to allow representatives to dedicate more time to serving
c ents. e company a so as een a e to rea ocate resources to ot er cr t ca
us ness n t at ves y rea z ng a percent re uct on n tra n ng expenses. s ng
um ota s ro ust reportng an not cat on eatures, ac c e as re uce
administration and maintenance time for mandated training initiatives by more than
0 percent. The compliance training project has achieved remarkable success.
ccor ng to erg, t e company ac eve percent comp et on on eac
o t e man ate on ne courses. e ease o use o t e system an qua ty o
raining content were extremely well received by our users,” said Milberg. “We
were very pleased that they embraced online learning and adopted it so quickly,
as that ensured our high completion rates.”
Since standardizing on the SumTotal platform, Pacific Life has condensed 19
hours of mandated classroom time per employee into just 3.5 hours an 82 percent
re uct on n tra n ng e very t me. e company uses t e system to manage
more t an nstructor- e an on ne earnng courses, ncu ng custom-
eveope an ta ore o -t e-s e courses t at serve , empoyees across s x
divisions and several subsidiaries.
BUSINESS CHALLENGES
■ Deliver mandated training for
regu atory comp ance
■ Build custom learning content
■ Make it easier for field staff to
participate in classes
■ e uce nterrupt ons t at ower
employee productivity
■ nr c emp o yee s s an career
eve opment
■ Ensure the success of the
comp ance tra n ng n t atve
SOLUTION
■ ac c e mp emente a strateg c
compliance training initiative powered
by SumTotal Learning Management
to e ver cr t ca on ne tra n ng an
to stream ne earn ng management
across t e enterpr se
RESULTS
■ Achieved 100% completion of
compliance training initiative across the
enterprise
■ Shortened compliance training cycle
time by 82%■ e uce comp ance tra n ng costs
by 75%
■ e uces a m n strat on an
maintenance by more than 50%
■ ramat ca y ncrease emp oyee
pro uct v ty an customer servce
■ Redirected resources to value-added
actvtes
■ Serves all 2,900 employees across six
vs ons an severa su s ares
■ Paid for itself in the first year
8/3/2019 Pacific Life Case Study: Delivering Employee Compliance Training Online to Reduce Costs and Increase Productivity
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APAC
SumTotal Systems India Pvt. Ltd.
7th Floor Maximus Towers
Building 2B, Mind Space
Raheja IT Park, Cyberabad
Hyderabad, AP- 500081, India
Phone: +91 (0) 40 6695 0000
Fax: +91 (0) 40 2311 2727
EMEA
SumTotal Systems, UK
59-60 Thames Street
Windsor, Berkshire
United Kingdom, SL4 1TX
Phone: +44 (0) 1753 211 900
Fax: +44 (0) 1753 211 901
Corporate Headquarters
SumTotal Systems, Inc.
2850 NW 43rd Street
Suite #200
Gainesville, FL 32606 USA
Phone: +1 352 264 2800
Fax: +1 352 264 2801
www.sumtotalsystems.com
© 2012 SumTotal Systems, Inc. All rights reserved. SumTotal, and the
SumTotal logo, are registered trademarks or trademarks of SumTotal
Systems, Inc. and/or its affiliates in the United States and/or other
countries. Other names may be trademarks of their respective owners.
012_0113LS
y e verng man ate courses at percent o t e cost o tra t ona c assroom-
based training, the SumTotal system enables Pacific Life to refocus its resources
on other critical learning initiatives, such as acquiring and customizing a broader
range of off-the-shelf courses and bringing more learning resources online for its
v s ons an su s ar es.
SumTotal’s reporting and notification features have streamlined learning program
a m n strat on an ma ntenance y automat ng enro ments, generat ng course
rem n ers, an trac ng t e comp et on o earn ng act v t es. ese capa t es
have helped the company reduce administration and maintenance time for
mandated training initiatives by more than 50 percent, and are providing greater
visibility into real-time completion rates and employee learning data. Based on
he success of the compliance training initiative, Pacific Life has launched several
new n t atves to ncrease t e awareness an ava a ty o on ne earnng across
he company. For example, Pacific Life is using the SumTotal solution to deploy
a blended orientation program to new employees across the country. To keeppace with growing demand for e-learning across the enterprise, the Academy
eam s a so exp or ng new ways to support pro uct aunc es an ot er m ss on-
cr t ca n t at ves. e company s a so oo ng at ow to e ucate users a out
he advanced features of Learning Management to help them create their own
proactive learning plans and track personal learning activities.
erg an eve a n a e , um ota o ere ac c e a so u t on custom-
ailored to our unique needs and it paid for itself in the first year after we
implemented it. Right now, we’re just scratching the surface of what the solution
can o an t e resu ts we ac eve t s past year are ust t e eg nn ng.
About SumTotalSumTotal Systems, Inc. is the global leader
strategic Human Capital Management
(HCM) solutions that provide organizations
with a new level of visibility to help make
more informed business decisions and
accelerate growth. Recognized by industry
analysts as the most complete solution,
SumTotal provides full employee lifecycle
management, including a core system of
record, from a single provider for improved
business intelligence. The company offers
customers of all sizes and industries the
most flexibility and choice with multiple
purchase, configuration, and deployment
options. We have increased the performance
of the world’s largest organizations
including Sony Electronics (NYSE: SNE),
AstraZeneca (NYSE: AZN [ADR]; London:
AZN), Amway (KUL:AMWAY), Seagate
(NYSE: STX), Dell (NASDAQ:DELL), and
Google (NASDAQ:GOOG). For more
information, or to request a demo, please
call +1 (866) 768-6825 (US / Canada),
+1 (352) 264-2800 (international) or visit
www.sumtotalsystems.com
About Pacific LifeFounded in 1868, Pacific Life provides life
insurance products, individual annuities,
mutual funds, and offers a variety of
investment products and services to
individuals, businesses, and pension plans.
Pacific Life currently counts more than
half of the 100 largest U.S. companies as
clients and is a member of IMSA (Insurance
Marketplace Standards Association), whose
membership promotes ethical market
conduct for individual life insurance
and annuities.