Helping a Change Management Leader Deliver Better Results to Global Utility Clients– Client: A 20-year-old organizational change management consulting firm Industry: Change Management Consulting for Utility Sector Solution: OCMS Portal software for efficient reporting, stakeholder analysis, and change impact tracking |  |
The Challenge: Cumbersome, Manual Reporting Slowing Down Client Services
As a trusted partner to utility organizations around the world, this seasoned consulting firm is known for delivering expert organizational change management. But as project demands increased, they faced a common challenge: their internal processes for tracking and reporting on change impacts had not kept pace.
Providing high-quality overview reports for clients had become time-consuming and fragmented. Manually compiling spreadsheets to show how change was progressing across teams and departments made it hard to deliver real-time insights. When employees shifted between roles or business units, updating those changes across all related documents created delays and risked errors.
The Solution: Smarter Change Impact Tracking with OCMS Portal
The firm turned to the OCMS Portal to centralize and streamline their change management service delivery. Our platform was tailored to help them track change data, assess stakeholder sentiment, and produce professional-quality reports quickly and easily.
Key capabilities included:
- Bulk Employee Upload & Change Importing: Simplified onboarding of large data sets for new projects.
- Target Audience Management: Easily update employee roles and departments in one place, with automatic updates reflected in all change assessments and reports.
- Dynamic Reporting Tools: High-level summaries and detailed analytics—filtered by role, department, location, and more—available in just a few clicks.
- Professional Presentation: Branded, real-time reports that clients could trust for key decision-making.
The Results: Faster Insights, Better Client Delivery
With OCMS Portal, the firm modernized how it supports utility clients—delivering faster, clearer insights without the administrative burden.
Key Benefits:
- Professional-Grade Reporting: The team now delivers sharp, visually compelling reports that make project progress and change impacts easy to understand.
- Real-Time Updates: Department changes no longer require multiple manual edits; updates in the portal flow through all relevant tools and reports instantly.
- Time Savings: The firm reclaimed hours of staff time previously spent chasing spreadsheets and formatting custom client reports.
- Scalability: The firm is now better equipped to handle more client projects simultaneously, without sacrificing quality or speed.
🚀 Looking Ahead: Enhanced OCM Services for a Growing Client Base
Thanks to the OCMS Portal, this consulting firm has added a powerful differentiator to its OCM service offering. By eliminating time-consuming processes and ensuring data accuracy, they can now focus more on what matters: helping utility organizations navigate change successfully.
OCM Solution continues to support the firm with ongoing feature enhancements and service alignment as they grow their global reach.