Case Study: Trade Union Pension and Benefit Fund Service Provider achieves unified learning, performance and 100% training compliance with Bridge

Modernizing a Change-Resistant Trade Union Pension and Benefit Fund Office

A US-based workers’ pension and benefit fund office serving union members needed to modernize after finding training and succession processes stuck in the 1980s—think a four-hour HIPAA video and paper quiz. With roughly 40% of staff eligible for retirement, low computer literacy among some employees, and cultural resistance to performance management within a unionized environment, the organization required an easy-to-use, unified solution that could support training, performance conversations, engagement measurement, and knowledge transfer.

They implemented Bridge’s all‑in‑one LMS, performance, and engagement platform to centralize learning, run engagement surveys, enable regular 1:1s and continuous feedback, set goals tied to succession, and capture retiring employees’ role knowledge. Early results include leadership reporting rising engagement, compliance training completion above 90% several days before deadlines and 100% by due dates, quicker uptake of performance practices, and improved succession planning.