The issue is a common one: the organization is large, the business complex, people aren’t always connected or connecting. How do you find those innovative ideas, easily surface them, and then how do you share that information with leaders and across the organization?

For Sun Life Financial, a leading international financial services organization, they’ve chosen Planbox to help with their global innovation management platform.

Sun Life selected Planbox Innovate after evaluating various alternatives. The key criteria during the selection process included a cloud-based innovation management solution with an intuitive user interface, process automation capabilities, and flexibility to support the different needs of various business areas.

The ‘plan’ is to use the Planbox System to:

  • Collect, track and prioritize feedback, suggestions and ideas from across the organization
  • Create a collaboration platform to foster development of innovation
  • Easily generate progress reports and dashboards for senior management

Sun Life intends to knit together innovation response teams in all its business lines to accelerate insurance innovation.

“We found the features in Planbox matched closely with our needs for innovation management,” said Joanna Kong, AVP and part of the Innovation Lab at Sun Life Financial. “This includes a simple interface for collecting ideas from across the organization, powerful automation to enhance tracking, evaluating and reviewing ideas, flexible configuration to tailor to different needs of various business areas, and easy-to-use reporting functionality.”

“Sun Life’s commitment to invest in technology that improves customer service, meets the needs of a fast-changing consumer landscape, and the due diligence of its selection process – makes us especially pleased to have been selected over other vendors and alternatives,” said Ludwig Melik, CEO Planbox. “Using Planbox Innovate’s comprehensive innovation management solution will help bring innovation ideas to life, demonstrate an easier way to collaborate on actionable solutions, and provide powerful analytics to identify winning ideas.”

Sun Life also intends to use Planbox Work, an agile project management tool, to further develop the best ideas by planning and running proof of concept projects and experiments.

About Planbox

Planbox ( is the pioneering provider of cloud-based Agile Work Innovation solutions – from creative ideas to winning projects. Our mission is to help organizations thrive by transforming the culture of agile work, continuous innovation and creativity across the entire organization. Our family of products include Collaborative Innovation Management, Team Decision Making, and Work Management applications. Planbox is designed to be the agile work innovation tool for everyone, built for companies and teams of all sizes and trusted by some of the world’s most recognized brands including Bridgestone, Honeywell, National Express, Panama Canal, Sealed Air, Willis Towers Watson and Verizon with millions of internal and external users. To learn more, visit: and unleash your innovation butterfly.

Additional Links:

Planbox on Twitter (
Planbox on Facebook (
Planbox on LinkedIn (

Contact information: