Replace fragmented tools, spreadsheets and manual processes with one AI-native workspace that makes delivery repeatable, speeds up execution and takes the low-value work off your plate.
The Change Workspace and Sherpa, our AI co-pilot, make change work easy.
Change teams drown in admin and endless disconnected spreadsheets. Create a project and Sherpa reads your project documents and builds it out for you: no manual data entry, and countless hours saved.
Sherpa doesn’t just suggest. It drafts your change narrative, changes, impacts and plans directly in the workspace, ready for you to review. Anything Sherpa drafts is marked with a green dot.
Sherpa recommends your roadmap of tools from your project documents, so every project starts with the right plan and structured data that AI can build on.
Supply Chain Optimization – Changes › Change Narrative
Out of scope: production planning and manufacturing processes, customer-facing sales and distribution channels, finance systems beyond integration touchpoints, and HR changes outside the Supply Chain function.
The green dot shows content Sherpa generated for you to review.
Planning, execution, measurement and engagement, connected and always current.
One connected workspace replaces the spreadsheets, slide decks and disconnected tools that drain your week. Everything lives in one place, current and shareable, with no parallel trackers.
Lists sync automatically with Entra ID and stay current through every restructure. Built for matrix and fast-changing organizations, so you never rebuild a list by hand.
Auto-generated PowerPoint and Excel reports, AI-drafted content, automated stakeholder syncs and reusable templates take repetitive work off your plate every week. Most practitioners get back more than 40% of their admin time.
Plan every engagement activity by audience, channel and date, then turn the plan into an executive-ready slide in seconds.
Impact assessments, readiness and adoption data replace gut feel. Walk into every steering committee with current evidence, not a deck you cobbled together the night before.
Set lead and lag indicators with a base, target and weighting for every project, then see them roll up into Portfolio Manager and the Benefits Accelerator.
Supply Chain Optimization – Stakeholders › Comms Only Groups
18 groups updated from Entra ID
Supply Chain Optimization – Changes › Changes (Project Deployments)
| Title | Deployment dates | Status | Owners |
|---|---|---|---|
| Introduction of 90-day maintenance planning cadence | 1 Oct 2026 – 31 Jan 2027 | Planned ▾ | — |
| Structured inventory reporting | 15 Nov 2026 – 28 Feb 2027 | Planned ▾ | — |
| New inventory management system | 1 Nov 2026 – 31 Mar 2027 | Planned ▾ | — |
| Supply base relocation | 1 Dec 2026 – 30 Jun 2027 | Planned ▾ | — |
| Inventory transport decision ownership | 1 Oct 2026 – 31 Jan 2027 | Planned ▾ | — |
Supply Chain Optimization – Impact › High-level Impact Assessment
Operations · 6 changes · high rating
Supply Chain Optimization – Benefits › Lagging Indicators
| Type | Metric | Base | Target | Weighting | Status |
|---|---|---|---|---|---|
| Financial | Op ex reduction | $15,000,000 | $15,000,000 | 70 | On track |
| Financial | Supply chain expenditure | $10,000,000 | $8,800,000 | 30 | On track |
| Non-financial | Capability uplift | — | 3 teams | 40 | At risk |
| Non-financial | Production days lost from inventory shortages | >3 days | <2 days | 30 | Achieved |
| Non-financial | Legacy system replacement | — | 1 system | 30 | Not reported |
Supply chain spend 12% below base
Build everything at project level, roll it up to the portfolio, and put it in your leaders’ hands.
Change managers run each project: impacts, stakeholders, strategy, engagement, learning and benefits.
→Every project rolls up to one view of change load, capacity, risk and benefits realization. Find it under Reporting.
→What you build for leaders feeds the Teams app used by managers and supervisors whose teams adopt new ways of working.
Bring your existing tools into one connected ecosystem designed to simplify and scale change management.
the only change management software with deep, native Microsoft 365 integrations. Send emails, schedule Outlook meetings, engage leaders in Teams and share SharePoint links from the platform.
always work from the best people data, synchronized from Entra ID or your chosen HRIS.
connect Matae and Sherpa AI to Claude and Microsoft Copilot for AI-powered content and workflows.
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Our change managers spend less time on admin and analysis and more time on high-value engagement with their stakeholders.
Organizational Change Capability DirectorFinancial servicesEverything you need to manage change at project level: changes, stakeholders, impacts, sentiment, strategy, engagement, learning, leader activation and benefits.
Matae is methodology-agnostic. Configure it for Prosci, Kotter, Bridges, McKinsey’s Influence Model or your own approach.
Projects roll up to Portfolio Manager for a portfolio view, including benefits realization. What change managers build for leaders feeds the Change Leader app in Microsoft Teams.
Yes. Export to PowerPoint and CSV in one click, and generate presentation-ready reports for stakeholders without platform access.
See how Matae and Sherpa help your team deliver more change, with less effort.
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