At Coast Capital, the change team needed a better way to understand and communicate what was changing across the organization. As the volume and complexity of initiatives grew, it became harder to maintain a clear, current view of organizational change using spreadsheets and manual reporting.

Like many teams working across multiple initiatives, they were investing significant effort in collecting raw information, building visualizations manually, and trying to turn scattered data into something leaders could act on. That process was time-consuming, difficult to sustain, and increasingly out of step with the level of visibility the organization needed.

The challenge

Before ChangePlan, Coast Capital relied heavily on Excel to track organizational change and present it in a meaningful way to decision-makers. But as planning horizons extended and more information had to be brought together, the process became cumbersome.

The team was trying to create a 12-month view of change across the organization, but the files were becoming too large, too manual, and too difficult to maintain. Considerable time was being spent not just gathering the data, but turning it into visuals that helped explain what was happening across the business.

The challenge was not simply reporting. It was having a sustainable way to manage change visibility at an organizational, program, and project level.

“Before ChangePlan, we relied heavily on Excel — building spreadsheets and manually creating visualisations. It was very time-consuming, very manual, and extremely cumbersome.”

— Scott McConnell, Director of Change Enablement

Why ChangePlan

ChangePlan gave Coast Capital a more scalable way to manage change information and create a clear picture of what was happening across the organization.

Instead of relying on spreadsheets that quickly became unwieldy, the team had a single source of truth they could access whenever updates were made. As information was entered, they were continuously building a clearer view of what change would look like across the organization over the coming year.

That shift mattered because the team needed more than a repository for information. They needed a way to support better visibility and better decisions without spending so much time manually preparing reports.

How the team uses it

ChangePlan became an important tool for turning change data into something leaders could engage with quickly. Rather than asking stakeholders to interpret rows of spreadsheet data, the team could use visual reporting to show where change effort and change impacts were concentrating across the organization.

That made it easier to produce regular forecasts and give leaders a clearer view of what was coming from a change perspective. The reporting also helped surface collision points, showing where multiple initiatives were affecting the same areas and prompting conversations about whether work should be staggered, reduced, or adjusted.

For a small team with limited capacity, that visibility was especially valuable. It allowed them to provide meaningful insight into what was changing across the organization and what that meant for people and leaders, without being overwhelmed by manual reporting work.

“The reporting capability was what drew us most strongly to ChangePlan, particularly how it highlights collision points across the organisation.”

— Scott McConnell, Director of Change Enablement

What changed

With ChangePlan in place, Coast Capital moved from a manual, unsustainable reporting process to a more consistent and useful way of understanding organizational change.

The team could now generate regular forecasts that helped leaders see where attention was needed and where overlapping demands might create risk. Reporting became less about assembling visuals by hand and more about using the platform to support real conversations about prioritization, timing, and delivery confidence.

The result was not just efficiency. It was better decision support. Change information became easier to maintain, easier to understand, and more useful in guiding action across the organization.

For Coast Capital, ChangePlan provided a practical way to manage change visibility at scale, helping a small team create a much clearer picture of organizational change and enabling leaders to respond earlier and more effectively.