Coast Capital needed to show what was changing across the organization. As initiatives grew in number and complexity, spreadsheets and manual reports could no longer keep up.

The team spent too much time collecting data and building charts by hand. Turning scattered updates into useful advice for leaders was hard to sustain.

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The challenge

The team relied on Excel to track change and present it to leaders. The process became harder as planning horizons grew and more data had to come together.

Coast Capital wanted a 12-month view of change. Its files had become too large and hard to maintain. Gathering the data and turning it into clear visuals took too much time.

The team needed a way to track change across projects, programs and the whole organization, and to keep that view current.

“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 one system to manage change data and show what was happening across the business.

The team could update shared data as plans changed. Each update helped build a current view of change for the coming year.

That shared view let the team spend less time preparing reports and more time helping leaders make decisions.

How the team uses it

Visual reports showed where change effort and impacts were concentrated. Leaders could see the pattern without having to interpret rows of spreadsheet data.

Regular forecasts showed leaders what was coming. Reports highlighted where initiatives affected the same areas, prompting decisions about what to stagger, reduce or adjust.

The small team could show leaders what was changing and what it meant for their people, without being overwhelmed by manual reporting.

“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

Coast Capital moved from manual reporting to a shared, current view of change across the organization.

The team could forecast overlapping demands and flag where leaders needed to act. It spent less time building visuals and more time discussing priorities, timing and delivery.

Change data became easier to maintain and understand. Leaders could use it to guide action.

ChangePlan helped a small team oversee change across the business and give leaders earlier warning of issues.