Sherpa AI

The AI co-pilot that speaks change

The first AI co-pilot purpose-built for change management. Sherpa reads your project documents, builds out your project and drafts the work, so your team can focus on people.

Book a demoWhy Matae
87%of executives say AI will transform how they manage change
3×faster content generation for AI-augmented teams
40%of a change manager’s time goes on tasks AI can automate

Meet Sherpa AI

Built on the rich data in the Change Workspace, Sherpa goes far beyond generic AI by using your actual change data.

Sherpa understands change management frameworks, terminology and workflows. It recommends a roadmap of tools from your project documents, and draws on your organization’s change knowledge for accurate, relevant outputs.

  • Roadmaps recommended from your documents
  • Aligned to your change framework

From scoping to sustainment, Sherpa cuts the time your team spends on content, analysis, execution, data upkeep and reporting. Start a project by uploading a document, and Sherpa builds it out.

  • No manual data entry
  • Projects ready in minutes

Every insight, recommendation and output is grounded in your project data, not generic training data, and each client has a dedicated AI model.

  • Recommendations with a confidence rating
  • Your data never trains external models

Sherpa handles the heavy lifting so practitioners can focus on what people do best: building relationships, coaching leaders and navigating organizational politics.

  • Drafts you review, not blank pages
  • Green dots show what Sherpa drafted
Project documentsBusiness cases, plans, charters
Stakeholders & groupsSynced from Entra ID
Impacts & changesEvery change and who it hits
Engagement & sentimentPlans, feedback, surveys
Benefits & metricsLead and lag indicators
Your frameworkYour methodology and language
Sherpa AIYour dedicated, private knowledge base
🔒 Your data stays yours: never used to train public models
A change practitioner smiling as she works with her team.

What Sherpa does for you

Generate content in the platform from live Change Workspace data and linked project documents. Sherpa populates analytical tools and drafts communications, training outlines and change narratives, without starting from scratch.

  • Change narratives, problems and benefits
  • Refine any field in a chat

Sherpa fills PowerPoint templates with program data, insights, risks, milestones and reporting, so executive-ready presentations take minutes.

  • Templates for every tool
  • Add slides to a deck and export

Sherpa automates repetitive activities, approvals, updates, notifications and admin across the platform, improving consistency and freeing time for strategic work.

  • Changes drafted and kept current
  • Stakeholder syncs and notifications

Sherpa analyzes your change data to surface trends, risks, readiness gaps and sentiment patterns, then recommends what to do about them.

  • Strategy Optimizer recommendations
  • Create a tactic in one click

Sherpa answers user questions and guides people through workflows inside the app, helping everyone get value from day one.

  • On-demand help in every tool
  • How-to guides beside the work

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?
SherpaOnline
Make this more concise for executives.
Done. I’ve cut it to three sentences and kept the go-live dates. Accept the edit?
AcceptTry again

Supply Chain Optimization – Changes › Problems, Opportunities & Benefits

Problems, Opportunities & Benefits
Actions ▾
ProblemsOpportunitiesBenefitsAI PowerPoints
Opportunity & BenefitsMATAE
What is our business objective?

Reduce stock-outs by 30% and halve emergency freight within 12 months.

For our employees
  • Less manual stock reconciliation
  • A clear weekly maintenance schedule
For our customers
  • Fewer delays on site
  • More reliable delivery dates
For our business
  • 30% fewer stock-outs by FY27
  • 15% lower carrying costs
SherpaOnline

These are the AI PowerPoint slides I can create from your project data.

AI PowerPoint templates 3★ Why Now & Problems to be Solved★ Opportunity & Benefits★ Change Canvas
GenerateExport .pptx

Supply Chain Optimization – Changes › Changes (Project Deployments)

Changes (Project Deployments)
Actions ▾
ChangesImpact & ReachCurrent vs Future StateAI PowerPoints
Sherpa drafted 5 changes from your project documents

No data entry needed. Review, refine and confirm each change.

Confirm all
TitleDeployment datesStatus
Introduction of 90-day maintenance planning cadence1 Oct 2026 – 31 Jan 2027Review
Structured inventory reporting15 Nov 2026 – 28 Feb 2027Review
New inventory management system1 Nov 2026 – 31 Mar 2027Review
Supply base relocation1 Dec 2026 – 30 Jun 2027Review
Inventory transport decision ownership1 Oct 2026 – 31 Jan 2027Review

Supply Chain Optimization – Strategy › Strategy Optimizer

Strategy Optimizer
Changes5
Impact profileHigh
Influence on successHigh
Total impacts5
SentimentNeutral
Learning competencies3
Sherpa recommendationsRegenerate
Events & interactive forumsPre go-live Q&A forums for inventory controllers

Adds two-way forums for this high-impact group before go-live.

✓ Tactic created
Readiness commsGo-live readiness campaign

At least four readiness communications in the month before go-live.

New recommendation
SherpaOnline

I recommend a go-live readiness campaign. Inventory controllers face high impact in May, so four readiness messages in the month before go-live will lift adoption.

Next stepCreate tactic: Go-live readiness campaignLeader-led · 4 messages · from 14 Apr
Create tacticNot now
SherpaAsk anything about your change work
I’m new to Matae. How do I build an impact assessment?
Start in High-level Impact Assessment. I can draft impacts from your business case, then you rate severity and frequency for each group. Want me to start?
Yes, draft the impacts for the Finance team.
Done. I’ve drafted 6 impacts for Finance, marked with green dots. Two are high severity, so I’d review those first.
Open impactsExplain severity ratings
Ask Sherpa…➤

Connectors we support

Connect your favorite AI tools to extend AI-powered workflows and productivity.

Claude

Bring structured change data, stakeholder insights, risks, impacts and program context into your Claude workflows to analyze, summarize, draft and decide with trusted Sherpa data.

Microsoft Copilot

Use Sherpa data in Teams, Outlook, Word, PowerPoint and Excel to generate reports, presentations and leadership updates, and answer program questions.

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 Diagnostic

Find out how prepared your organization is for AI-driven transformation — and where the biggest risks to your investment are hiding. 8 questions, instant results.

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Stay ahead with expert perspectives, emerging trends, and practical strategies designed for leaders shaping change and transformation.

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AI Change Readiness Assessment

See how ready your organization is for your AI transformation and get your free Executive Readout.

2 minutes• 8 questions• Quick & easy