Case Study: Sun Life achieves faster, more secure collaboration and $250K+ in time savings with Jira Software

How Sun Life saved $250k in 10 months, increased efficiency by 80%, and achieved 97% CSATs with Confluence Cloud Enterprise

Sun Life, a 150+-year-old financial services firm in Toronto, faced a modern challenge: fragmented legacy tools, slow processes, and the need to adopt agile practices while maintaining strict security and compliance. Employees were skeptical about change, and leadership wanted faster, more collaborative ways of working without sacrificing data protection.

With help from Adaptavist and the Atlassian Migration Program, Sun Life used an “optimize-and-shift” approach—migrating Confluence then Jira in phased waves, using sandboxes, testing, and Atlassian migration tools—to centralize work on Atlassian Cloud. The move delivered rapid benefits: over $250K in time savings in the first 10 months, 97% user satisfaction, an 80% efficiency gain with Confluence, improved collaboration, stronger security, and automation-driven productivity that nearly offsets license costs.

Sun Life

Cynthia Brind'Amour

Sun Life