Change Workspace

Do more change work, with less effort

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.

10×change team capacity with Sherpa AI
40%less time on manual reporting and admin
3×faster content generation

AI-native change delivery with Sherpa

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.

  • Upload your business case or charter
  • Sherpa drafts the project for you
  • Every project follows your change framework

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.

  • Drafted from your live project data
  • Refine any section in a chat
  • Accept or reject every proposal

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.

  • A recommended roadmap for every project
  • Structured change data, ready for AI
  • Works with Claude and Copilot

Supply Chain Optimization – Changes › Change Narrative

Change Narrative
Actions ▾
Change NarrativeAI PowerPoints
⌄What is changing and when will it happen?
⌄Why is this change important now?
⌄What is the cost of not changing?
⌄What teams will be impacted and how?
⌃What won’t be changing (what’s out of scope)?
☰ ≡   B I U S

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.

⌄What is not yet known?
⌄How will the organization help?
Drafted by Sherpa AI

The green dot shows content Sherpa generated for you to review.

Everything you need to deliver change, in one place

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.

  • All your projects in a list or by phase
  • Delivery health at a glance

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.

  • Project team, SMEs and sponsors
  • Impacted, comms-only and champion groups

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.

  • One-click AI PowerPoints
  • Live spreadsheet views

Plan every engagement activity by audience, channel and date, then turn the plan into an executive-ready slide in seconds.

  • Engagement journey and plans
  • Plans that adjust when go-lives move

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.

  • Impacts by group, change and go-live
  • Risk matrix and impact wheel

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.

  • Financial and non-financial benefits
  • Achieved or missed, at a glance
My ProjectsArchived Projects
⚲ FilterSearch…+ New ProjectArchive
ListKanban
Align
⏱ 218 daysAI Capability Build▣ 01 Jul 2026
AIMatae
⏱ 192 daysFinance, EAM & SCM▣ 01 Jun 2026
ERP
⏱ 107 daysHybrid Work▣ 07 Jul 2026
People
Understand and Design
⏱ 253 daysLearning Innovation▣ 01 Mar 2026
Speed to Innovation
⏱ 171 daysTalent Acquisition▣ 01 Feb 2026
HRWorkday
⏱ 90 daysSupply Chain Transformation▣ 01 Jul 2026
OperationsERP
Deploy
⏱ 171 daysMicrosoft Dynamics 365▣ 08 May 2026
Dynamics 365
⏱ 171 daysSAP S/4 HANA▣ 13 May 2026
SAP
⏱ 7 daysSupply Chain Optimization▣ 08 Oct 2026
Sustain
⏱ 171 daysSAP SuccessFactors▣ 07 May 2026
SuccessFactors

Supply Chain Optimization – Stakeholders › Comms Only Groups

Comms Only Groups
Actions ▾
+ New Group⟳ Sync from Entra ID
ActiveArchived
DevelopmentProject shared in TeamsMembers (4)
CIHFRN+1
Finance Management TeamProject shared in TeamsMembers (2)
JCKM
Individual StakeholdersProject shared in TeamsMembers (1)
MD
ManagementProject shared in TeamsMembers (6)
KMMDZR+3
Marketing LeadersProject shared in TeamsMembers (1)
ZR
Steer CoProject shared in TeamsMembers (3)
MDZRJB
Site SupervisorsProject shared in TeamsMembers (5)
HFRNJC+2
Maintenance PlannersProject shared in TeamsMembers (3)
RNJCKM
✓
Stakeholders synced

18 groups updated from Entra ID

Supply Chain Optimization – Changes › Changes (Project Deployments)

Changes (Project Deployments)
Actions ▾
⚲ Filter+ New ChangeTimeline
ChangesImpact & ReachCurrent vs Future StateAI PowerPointsSpreadsheet
TitleDeployment datesStatusOwners
Introduction of 90-day maintenance planning cadence1 Oct 2026 – 31 Jan 2027Planned ▾—
Structured inventory reporting15 Nov 2026 – 28 Feb 2027Planned ▾—
New inventory management system1 Nov 2026 – 31 Mar 2027Planned ▾—
Supply base relocation1 Dec 2026 – 30 Jun 2027Planned ▾—
Inventory transport decision ownership1 Oct 2026 – 31 Jan 2027Planned ▾—
Sherpa generated · AI PowerPoint
Change Deployment SummaryMATAE
Change
Groups
Go-live
Add to deckExport .pptx
Engagement Timeline
⚲ Filter+ NewTimelineTableDisplay Not DeliveredTodayProject ViewGroup View
Click and drag to navigate the timeline.Configure Engagement Channels
Legend2
Sep Week #38
Sep Week #39
Sep Week #40
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
01
02
03
04
Change Go-Live Event
Milestone
TETraining Event
TPTraining Program
▾ Matae Engagement Manager
Survey
Meeting
Email
▾ Matae Teams App
Announcement
▾ Custom Engagements
SharePoint / Intranet
eNewsletter
Sherpa generated · AI PowerPoint
Engagement Plan · MayMATAE
Audience
Channel
Timing
Town hallsWorkshopsLeader cascades
Add to deckExport .pptx

Supply Chain Optimization – Impact › High-level Impact Assessment

High-level Impact Assessment
Actions ▾
By Impacted GroupBy ChangeAI PowerPointsHeatmapsWheel ChartsSpreadsheet
No. of changes
HighMediumLow
Finance2
Customer3HR1
Operations6Warehouse4
Legal1
Procurement2IT2
Logistics3
Marketing1
Sales1
Planning2
LowMediumHigh
Avg. impact rating
Highest impactAct now

Operations · 6 changes · high rating

Operations4.6
Warehouse3.8

Supply Chain Optimization – Benefits › Lagging Indicators

Lagging Indicators
Actions ▾
⚲ Filter+ New Lagging Indicator
MetricsMeasurement approachReportingLinked leading indicatorsAI PowerPoints
TypeMetricBaseTargetWeightingStatus
FinancialOp ex reduction$15,000,000$15,000,00070On track
FinancialSupply chain expenditure$10,000,000$8,800,00030On track
Non-financialCapability uplift—3 teams40At risk
Non-financialProduction days lost from inventory shortages>3 days<2 days30Achieved
Non-financialLegacy system replacement—1 system30Not reported
✓
Benefit on track

Supply chain spend 12% below base

Leverage your existing apps

Bring your existing tools into one connected ecosystem designed to simplify and scale change management.

Microsoft 365

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.

Up-to-date people data

always work from the best people data, synchronized from Entra ID or your chosen HRIS.

AI connectors

connect Matae and Sherpa AI to Claude and Microsoft Copilot for AI-powered content and workflows.

Explore integrations

Microsoft TeamsOutlookPowerPointSharePointMicrosoft Entra IDMicrosoft CopilotClaude
Our change managers spend less time on admin and analysis and more time on high-value engagement with their stakeholders.
Organizational Change Capability DirectorFinancial services

Questions? We’re glad you asked.

What does the Change Workspace cover?

Everything you need to manage change at project level: changes, stakeholders, impacts, sentiment, strategy, engagement, learning, leader activation and benefits.

Which change methodologies does Matae support?

Matae is methodology-agnostic. Configure it for Prosci, Kotter, Bridges, McKinsey’s Influence Model or your own approach.

How does it connect to the other Matae products?

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.

Can I export data from Matae?

Yes. Export to PowerPoint and CSV in one click, and generate presentation-ready reports for stakeholders without platform access.

Ready to elevate your change practice?

See how Matae and Sherpa help your team deliver more change, with less effort.

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AI Change Readiness Assessment

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