The Change Compass

Plan, track, and govern business change in one workspace
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Start by mapping every upcoming change in one place and make it actionable. Import current projects from a spreadsheet or connect your delivery tools to auto-pull initiatives. Use an intake form to capture new requests with required details, then score and sort them by impact, risk, and timing. Drag items onto a time-based roadmap to see when activity peaks and where potential collisions sit. Capacity and budget views help you right-size the plan before work begins, so frontline teams aren’t overloaded and leadership has a credible schedule.

Next, turn strategy into execution with ready-to-use playbooks. Pick a template for impact assessments, training plans, or communications calendars, and the system pre-fills tasks, owners, and checkpoints. Link related items across projects to keep dependencies visible. Move work through a Kanban board for day-to-day delivery, track percent complete, and use recurring tasks for repetitive steps like weekly updates or approvals. Log hours and costs where needed, attach requirements and documents, and keep everything versioned in a single repository. Milestones roll up automatically, so status pages and portfolio heatmaps stay up to date without manual wrangling.

Engage stakeholders with targeted, measurable communication. Segment audiences by role, region, or product, schedule messages, and let the AI assistant draft emails, FAQs, and leader talking points in the right tone. Share focused dashboards with sponsors and delivery teams; collect suggestions through the idea portal and convert the best submissions directly into scoped work. Manage issues in a central log with ownership, due dates, and escalation paths. Compliance checks are baked into workflows, prompting evidence collection and policy confirmation as you go, so nothing gets missed before go-live.

When it’s time to govern, open the portfolio view and walk through live metrics: milestone confidence, risk hot spots, forecasted cost, and readiness by audience. Export a timeline slide or drill into what’s blocking a critical path with two clicks. Test scenarios by shifting dates or rebalancing resources and immediately see downstream effects. IT teams can overlay freeze windows; business leaders can gauge change saturation for each department. After launch, monitor adoption signals and close the loop with lessons learned, feeding improvements back into templates. The result: faster planning, smoother rollouts, and decisions grounded in real-time change data.

Review Summary

Features

  • Change portfolio planning and prioritization
  • Timeline and Gantt-style scheduling
  • Kanban workflow management
  • Project and deliverable templates
  • Linked dependencies and repository
  • Idea intake and feedback capture
  • Issue and risk management
  • Task, milestone, and status tracking
  • Resource and capacity planning
  • Budget and time tracking
  • Requirements and document management
  • AI-assisted content generation
  • Custom workflows and approvals
  • Compliance and audit readiness
  • Recurring tasks and percent-complete
  • IT release and change freeze alignment
  • Dashboards, heatmaps, and data visualization
  • Scenario planning and what-if analysis
  • Integrations and CSV import/export
  • Governance reporting

How It’s Used

  • Consolidate and prioritize a quarterly enterprise change portfolio
  • Plan and execute a policy update with training and communications
  • Coordinate a multi-region system upgrade with dependency tracking
  • Generate stakeholder emails, FAQs, and leader briefs using AI
  • Run a change readiness campaign and track training completion
  • Lead a steering committee using live dashboards and status views
  • Manage issues and escalations during a campus migration
  • Forecast team capacity and adjust budgets before kickoff
  • Conduct impact assessments and map cross-project dependencies
  • Prepare regulatory audit evidence directly from workflow records

Plans & Pricing

Smb

$395.00 per month

Data input and reporting Action planning module Dashboard, Emailed summary Support: Basic User tire: 3 Users

Business

$2,995.00 per month

Data input and reporting Action planning module Dashboard, Emailed summary Support: Full support User tire: Unlimited Users

Enterprise

Custom

Data input and reporting Action planning module Dashboard, Emailed summary Support: Advisory User tire: Unlimited Users Integrations: Okta, Microsoft Active Directory, Zapier

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4.4
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