ChangeMaker® · Transformation platform

ChangeMaker works three levers to drive value creation:
how much, at what effort, when.

ChangeMaker makes operational value creation efficient and effective – and brings the impact into the P&L earlier. For owners, that means higher excess returns, less tied-up capacity, faster cash.

Make change. Not plans.

02The problem

Why programs fail is rarely the plan – it is the execution.

~70 %

of all transformation programs miss their targets

>50 %

of value loss occurs in implementation & sustaining

12 %

sustain the gains for more than three years

Value is not lost in planning. It is lost in implementing and sustaining. That is exactly where the three levers work – and exactly where steering via Excel and PowerPoint breaks down.

Sources: Study E (~70 %, as an order of magnitude) · Study B (value loss by phase: 35 % implementation + 20 % after) · Study D (12 % sustainability beyond three years). Full citations in the endnotes.

03Lever 1 · Effectiveness

Owner value is created when success factors take effect across as many participants as possible.

It is the success factors of successful transformations that create the value – but only when they take hold across the organization. The more participants experience them, the more disproportionately excess returns rise.

from ~7 % activated participation on, returns turn positive

Share of employees with real ownership → 24-month excess return (TRS) vs. index
Study A (n=60) · TRS = total return to shareholders · correlation, not a euro effect

+67 %

excess return when many carry real ownership

−18 %

at very low participation – the program destroys value

Source: Study A (2021, n=60, TRS curve). A correlation, not a promised return. Why the curve applies to ChangeMaker and not to Excel: the next two sections.

04Lever 1 · Effectiveness

The 24 success factors converge into 7 experiences – Excel delivers none of them, ChangeMaker every one.

What people must experience for the factors to take effect – experience by experience, each with its evidence.

ExperienceFactorsExcel gapChangeMaker
1Belonging & recognized No sense of community, no visible contribution. Team workplace: every contribution visible & recognized.
2Understanding the system Numbers without context, no big picture. Initiatives, KPIs and targets as one coherent whole.
3Co-creating Filling cells instead of shaping. Built together in real time, visible to everyone.
4Working in concert Own and joint impact invisible. Visualizes impact and interplay toward the goal.
5Being efficient No robust data source, version chaos. Single source of truth, automated reporting.
6Managing negative emotions Nothing activates or justifies hope. Shows everyone pulling along; nudges into action.
7Being well led Fosters neither competence nor goodwill. Overview: praise informedly, give fair feedback.

24 of 24 success factors activated by ChangeMaker – by Excel, none.

05Lever 1 · Effectiveness

Shareholder return through broad engagement applies to ChangeMaker – not to Excel. Why?

A close look at the McKinsey study – what kind of participation drives TRS? So what must a tool be able to do?

1

What McKinsey actually measured

The sample consists exclusively of consultant-supported transformations. There, the consultants activate the workforce and create real ownership.

So the curve measures activated participation – not participation as such.

2

What ChangeMaker delivers

ChangeMaker achieves the same activation its own way: it arises not from external steering but from the system itself – per user, through the seven key experiences.

→ Detail in the previous section (the seven experiences).

3

What Excel does not deliver

Excel triggers none of these experiences. Without activation there is no effective participation – regardless of how many people enter data.

Excel participation never even lands on the curve.

4

The conclusion

With ChangeMaker, the effect grows with the number of users along the curve: few users, little impact; many users, full effect. With Excel, it would not materialize.

Source: Study A (2021, n=60). The interpretation follows from a close reading of the study's findings; the study itself is not a tool comparison.

06Lever 1 · Business case

What EBITDA effect can a tool deliver that activates the success factors of a transformation?

Choose the EBITDA of the company or the business unit undergoing the transformation – or revenue as a substitute. From that, the calculator derives the additional EBITDA contribution from the tool and its ratio to the total annual license. All assumptions are conservative, grounded in studies, and stated openly in the calculator.

The calculation in four steps

  1. Step 1If revenue is used instead of EBITDA, the calculator assumes an EBITDA margin of 10 %.
  2. Step 2Typical EBITDA targets of transformations range from 25 % to 75 % of prior-year EBITDA (Study C). The calculator conservatively sets one third – near the lower bound, and calculated on the target rather than the full potential.
  3. Step 3Programs that activate the success factors realize 67 % of their target instead of 37 % – 30 percentage points more than the rest (Study B).
  4. Step 4The larger the program, the more conservative the attribution: between 80 % (small programs) and one third (large programs) of this extra effect is attributed to the tool. The reason is the risk profile of large undertakings, not participation (Study F).
EBITDA target of the transformationStep 2 · one third of EBITDA
Annual EBITDA effect of the tool of EBITDA · steps 3–4
EBITDA effect relative to the total annual license

The derived impact is an order of magnitude – it cannot, of course, be a result we guarantee. What is calculated is an annual EBITDA effect; there is no second extrapolation via company value. The total annual license runs in the background as a fixed frame per size class and is confirmed in an individual proposal. Full citations: appendix, section 21.

You just bring your program: we demo ChangeMaker on a closely comparable example and answer all open questions live.

Book a demo
07Lever 2 · Efficiency

Less effort, targeted per stakeholder – one substantiated effect per group.

A large share of program work is "mechanics" – data upkeep, consolidation, reporting. ChangeMaker relieves each stakeholder group exactly where its effort arises.

Initiative teams

8 days

less work per initiative over the program's life

PMO / advisors / ops team

~85 %

less effort for consolidation and reporting

Senior management

~12 days

decision time recovered per executive and year

In the owner's currency: recovered capacity and faster decisions – value that arises at no additional cost.

Evidence: 8 days and ~85 % are experience values from ChangeMaker client programs (reporting and consolidation metrics), not study figures. ~12 days – derived from McKinsey "Three keys to faster, better decisions" (2019); full derivation in section 10. Separately, on the spreadsheet risk: around 88 % of operational spreadsheets contain errors (Panko, 2008).

08Lever 2 · Efficiency

Initiative teams: guided end-to-end – instead of fragmented across Excel, PowerPoint, chat and mail.

The workbench guides every team end-to-end and automates the "mechanics" – 8 days less work per initiative. Excel and PowerPoint in direct comparison:

AspectIn Excel & PowerPointWith ChangeMaker
Guidance, workplace & feedback Fragmented across the tool zoo: guidance in PowerPoint folders, work in Excel with version chaos, feedback via mail, Teams and meetings – constant searching, switching and compiling. Everything in one place in the workbench – the team is taken by the hand and guided end-to-end to verified impact.
Ready-to-go team room Blank sheet: no template, no best practice – every project rebuilds structure, fields and logic by hand, every time. An optimized team room per project type – finished structure and milestones from day 1.
Status reporting Compiled and formatted by hand before every committee – recurring night shifts, from scratch every time. Generated automatically from ongoing upkeep – always current, no manual preparation.
Financial impact & KPIs Calculated by hand, without plausibility checks – finding errors, correcting and recalculating costs time continuously. Calculated automatically, with plausibility checks; ChangeBot delivers analyses on demand.
Existing data The apparent advantage of "already there" tips into double upkeep – copy and paste, media breaks and constant reconciling of versions. No disadvantage: the Excel add-in uploads data entered once automatically.

Scales from 20 to 2,000 participants. Evidence: workbench, PerformanceMap®, standard templates, automated reporting, ChangeBot and Excel add-in; Panko (2008), around 88 % of operational spreadsheets contain errors.

09Lever 2 · Efficiency

PMO & advisors: data upkeep and consolidation – automated instead of until midnight.

Consolidation devours enormous time at the PMO or PE ops team – manual, error-prone, late at night. ChangeMaker automates it in real time: ~85 % less effort.

TaskIn Excel & PowerPointWith ChangeMaker
Missing & wrong data Chasing every team individually, questioning implausible values – endless mail loops. Nudges & alerts remind automatically; only plausible entries are accepted.
Finding changed data Who changed what, when? Cell-level detective work across versions. Locking protects what is critical; snapshots & history show deviations instantly.
Repairing broken sheets Shifted formulas, broken links, overwritten cells. The input formats are indestructible – nothing breaks.
Consolidating across many sheets Merged anew before every steering committee – highly fragile. Consolidates automatically into one valid state – always current.
Data from other systems Manual exports, imports, copy and paste, media breaks. Stable integrations (Teams, Outlook, Power BI, Jira, API · 6,000 apps via Zapier/make.com/n8n) in real time.
Analyses & evaluations By maturity level, site, function, per stakeholder – rebuilt every time, inconsistent. Defined once, all analyses run automatically and consistently.

Studies on operational spreadsheets: around 88 % contain errors (R. Panko, University of Hawaii, 2008).

10Lever 2 · Efficiency

Senior management: the right decision immediately – instead of waiting for information.

A large share of leadership time seeps away in inefficient decisions – mostly because the reliable information first has to be compiled. ChangeMaker delivers it instantly.

Decision latency – the hidden cost

Status quo – Excel & PowerPoint

Decisions wait for the next prepared report. Numbers are stale and inconsistent, follow-up questions cost days. The delay itself is the inefficiency.

With ChangeMaker

Exactly the right information – not too much, not too little – live at any time and self-explanatory. Independent drill-down in the PerformanceMap® to task level. The decision is made without waiting.

Less decision latency = faster, better-founded steering.

Derivation: McKinsey "Three keys to faster, better decisions" (De Smet/Jost/Weiss, May 2019, n>1,200) – 37 % of time spent on decisions, 58 % of it ineffective, × ~220 working days ≈ 47 days/year. Transformation share and instantly deliverable information conservatively ~½ each (information friction: ~20 % of working time spent searching for information, McKinsey Global Institute, 2012). Order of magnitude, not a promise.

11Interlocking

Time recovered flows into steering and execution – efficiency feeds effectiveness and speed.

The three levers are not separate buckets. The efficiency lever frees up capacity – and that capacity is then available to create activated participation even in the more remote corners (more effectiveness) and a faster start (more speed).

Efficiency

saves time

  • ~85 %less consolidation effort
  • 8 daysless work per initiative
  • ~12 daysdecision time per executive and year

Effectiveness

more EBITDA

  • +67 %excess return at broad real ownership (Study A)
  • 24/24success factors activated – by Excel, none

The freed capacity flows into challenging the initiatives – visibly higher program success, because broad participation is exactly the lever behind the curve.

Speed

cash effect earlier

  • 10 daysrollout instead of weeks
  • 3 monthsto the first effective cost reductions

Faster liquidity impact – in the reference program after three months rather than quarters.

Figures: sections 03, 04, 07 and 12 of this page; rollout and time-to-value metrics from the basic-materials program (section 12).

12Lever 3 · Speed

In a turnaround or restructuring, what matters is not only whether impact arrives – but when.

Effectiveness and efficiency determine the size of the value – in the P&L as well as in cash flow. Speed determines how quickly the P&L-effective value also becomes liquidity-effective. In special situations, exactly this time lag between result and cash is often the decisive lever.

10 days

to productive use – the first time gain lies in the rollout

As measured in the restructuring program of a basic-materials group: 100 initiative owners became productive in 12 one-hour sessions – the team workspace stood after 2 days of no-code customizing.

>€1m

run-rate loss per week of delay in the basic-materials program

What that means: the program unlocks €65m in savings per year. As long as the initiatives are not yet effective, that amount is forgone pro rata – €65m ÷ 52 weeks ≈ €1.25m per week. Every week of earlier start is therefore more than a million earlier in cash.

3 months

to the first effective cost reductions in the reference case

The same program: after the 10-day rollout, the first initiatives were cash-effective within three months. That is time to value – the time to first liquidity impact, not the project duration.

For turnaround stakeholders – CRO, bank, creditors – the first question is: when does liquidity arrive? Speed is their lead currency, not excess return.

Substantiated, not asserted: Successful transformations had implemented initiatives worth 28 % of the fully ramped value after 3 months, 57 % after 6 and 74 % after 12 months (Study C). Those who start early capture most of the value within the first year – speed is a measured success indicator, not a sales point.

Evidence: Study C (2019, n=82) – speed as a success indicator, time curve 28 / 57 / 74 %; Study B (2021, n=1,034) – "accelerate the timeline for capturing value". Program metrics: ChangeMaker client program, basic-materials group (sanitized, real KPIs); rollout metrics.

13Lever 3 · Speed

The cross-check: by how many working days must a tool accelerate implementation for the EBITDA effect to exceed the annual license?

One known figure is enough: EBITDA. The total annual license of your size class runs in the background.

  1. Step 1The input is the EBITDA of the company or business unit – or revenue as a substitute, of which 10 % counts as EBITDA.
  2. Step 2One working day of implementation impact is the realized EBITDA target per working day: one third of EBITDA × 67 % realization ÷ 250 working days (Studies B and C).
  3. Step 3The total annual license of your size class divided by this daily value yields the working days from which the tool has paid for itself.
The tool has paid for itself from
working days of earlier impact

For scale: projects typically overrun their planned duration by 22 to 33 %. At around seven months from initiative idea to implementation, that is 32 to 49 working days of delay – if the tool merely avoided this delay, the annual license would already have paid for itself around over.

We show you live, on an example program in ChangeMaker, how quickly your team can get up and running.

Book a demo

Scale references: time overruns of 22 to 25 % in software surveys (Moløkken-Østvold/Jørgensen, 2003), 33 % for software projects (Study F: McKinsey/Oxford, 2012, n > 5,400); seven months as the house assumption for typical initiative duration. The annual license per size class as in the upper calculator. Full citations: appendix.

14Synthesis

Three levers, three currencies, three stakeholders – one platform.

LeverQuestionCurrencyAddressee
1 · Effectiveness How much value is created? Excess return, EBITDA Owners, management
2 · Efficiency At what effort? Time / capacity Initiative teams, PMO, advisors
3 · Speed When, as cash? Liquidity CRO, CFO, banks

A different lever leads for each target group.

15Substantiated, not asserted

Real client programs with real KPIs.

"Thanks to ChangeMaker, we have been able to significantly increase the speed and implementation success of our projects. What is particularly impressive is how easy it is to integrate and mobilize teams – everyone can immediately see where we stand and what needs to be done next."
Dr. Albert Lechner · Director Business Transformation and M&A · DYWIDAG

Sanitized case studies, real KPIs. Business results belong to the respective program; ChangeMaker drives transparency, execution and reporting. Customer quote verbatim.

See the effect on your own program.

In a short demo we show, on a real program, how ChangeMaker raises the effectiveness, efficiency and speed of your value creation – and how quickly your team is working with it.

You do not have to set up the mechanics behind it yourself: templates per program type, the maturity-level logic and the reporting come with ChangeMaker, and the customizer is included in the price – your team starts in a finished system, not on a blank sheet.

Book a demo

changemaker.ai · Dr. Alexander Ploghaus · +49 151 4004 6152

Make change. Not plans.

17Appendix

The evidence base.

For anyone who wants to go deeper into the facts, here is the evidence apparatus: the six studies, the complete success-factor mapping, the case examples and the full list of sources used.

18Appendix · Source basesupports sections 02, 03, 06, 12, 13

The key studies on success factors and their financial impact.

The key studies, cited more than once, are marked with letters, so that the success factors and their economic effects are clearly substantiated. Online page titles such as "Business Transformation: Success Metrics" (= C) or "Large-scale transformations for long-term impact" (= D) are the same studies, not additional sources.

A

How many people are really needed in a transformation?

2021 · n = 60 listed companies, 24-month excess TRS

Participation rate → excess return (the TRS curve −18 / +18 / +30 / +67 %) · 4 success factors

B

Losing from day one: Why even successful transformations fall short

2021 · n = 1,034, global survey

Value loss by phase (22 / 23 / 35 / 20 %) · 67 % vs. 37 % realization · 7 success factors

C

The numbers behind successful transformations

2019 · n = 82 listed companies, 18-month window

Time curve 28 / 57 / 74 % · 7 success factors

D

How to implement transformations for long-term impact

2023 · global survey, implementation

42 % value loss in the late phases · only 12 % sustain beyond three years · 3 success factors → 3.4×

E

Durch Wandel Wert schaffen

2026 · McKinsey Germany ("Creating value through change")

3 success factors · up to 70 % miss their targets

F

Delivering large-scale IT projects on time, on budget, and on value

2012 · McKinsey & University of Oxford, n > 5,400 IT projects

Large programs overrun budget and schedule far more and deliver less value than planned – a larger share of the outcome depends on factors outside any steering system. Basis of the size-based attribution in step 4 (section 06) · 33 % schedule overrun in the delay comparison (section 13)

19Appendix · Success-factor mappingsupports section 04

Mapping the 24 success factors with proven financial impact onto the 3C and the 7 key experiences.

Sorted by the three effect dimensions of the method: Concerns (wanting to), Competencies (being able and allowed to), Coordination (acting in concert). The "Evidence" column names the study per factor and, where the study quantifies it, the measured effect: 4 factors from A, 7 from B, 7 from C, 3 from D and 3 from E.

Success factor3C7 key experiencesEvidence
Broad mobilization (≥8 %) Concerns 1 Community · 3 Co-creating A−18 % to +67 % excess return by participation band
Strengths focus / self-efficacy Concerns 4 Working in concert · 5 Negative emotions Afrom ~7 % activated participation on, returns turn positive
Replacing the uncommitted / moving talent Concerns 1 Community · 6 Virtues of power Aon average only 2 % of the workforce own initiatives
Visibly engaged leadership Concerns 6 Virtues of power Bleadership role modeling 5.3×
Collaborative co-creation / buy-in Concerns 1 Community · 3 Co-creating Bwithout frontline and line involvement 3 % success, with it 26 to 28 %
Addressing top and bottom line Concerns 2 Understanding the system C41 % of value from growth, 9 % from G&A and headcount
Organizational health Concerns 1 · 5 · 6 Cone of the four measured success indicators
Ambitious, evolving targets Concerns 2 System · 4 Working in concert Ctarget ≥ 75 % instead of ≤ 25 % of trailing earnings
Capability building / talent upgrade Competencies 3 Co-creating · 7 Productivity Dpeople targets as a late-phase practice → 3.4× sustainability
Cascading targets to all levels Competencies 3 Co-creating · 4 Working in concert Bunderstanding one's own contribution 5.5×
Granular frontline initiatives Competencies 3 Co-creating C68 % of initiatives ≤ $250k, 50 % of value from the small ones
Fact-based assessment Competencies 2 Understanding the system Ecornerstone of baseline and targets
Balanced measurement (leading/lagging) Competencies 2 Understanding the system Ecornerstone of processes and cadence
Enterprise-wide scope Coordination 2 System · 4 Working in concert Csuccess indicator "go big, go broad"
Speed & quick wins Coordination 4 Working in concert · 7 Productivity C28 / 57 / 74 % of value after 3 / 6 / 12 months
Pipeline renewal Coordination 2 System · 5 Negative emotions C+70 % pipeline renewal after year 1 in the top quartile
Change story / communication Coordination 1 Community · 2 System Bchange story 5.8× · messaging 6.3× · communication 8.0×
Governance & clear accountability Coordination 4 Working in concert · 6 Virtues of power Bclear roles 3.8×
Transformation into routine processes Coordination 2 System · 4 Working in concert Bweekly executive briefings 2.0× · reviews 1.6×
Continuous improvement Coordination 5 Negative emotions · 7 Productivity Btarget setting and performance dialogues 1.5× each
Implementation rigor (late phases) Coordination 4 Working in concert · 7 Productivity D42 % of value is lost in the late phases
Best talent on top initiatives Coordination 3 Co-creating · 6 Virtues of power Dpeople targets as a late-phase practice → 3.4× sustainability
Sufficient resources per phase Coordination 7 Maximizing productivity Abeyond five initiatives per head: 20 days more delay, 40 % more value lost
Standardized tools / SSOT Coordination 2 System · 7 Productivity Ecornerstone of tools and formats
21Appendix · Sources

Sources and evidence.

  • AMcKinsey & Company, "How many people are really needed in a transformation?", September 2021, n = 60 listed companies, 24-month excess TRS vs. index. A correlation, not a promised return.
  • BMcKinsey & Company, "Losing from day one: Why even successful transformations fall short", global survey, December 2021, n = 1,034. Respondents' self-assessment; "financial benefit" defined there as EBITDA gain.
  • CMcKinsey Quarterly, "The numbers behind successful transformations" (Laczkowski/Tan/Winter), October 2019, n = 82 listed companies. The page uses the time curve, the four named success indicators and three further measured findings.
  • DMcKinsey & Company, "How to implement transformations for long-term impact", global survey, May 2023. The 12 % measure sustainability over three years, not the success rate.
  • EMcKinsey Germany, "Durch Wandel Wert schaffen" ("Creating value through change", Klinkoff/Guggenberger/Weichel), January 2026. Value-creation framework; up to 70 % miss their targets (Transformational Change Survey).
  • FMcKinsey & Company / University of Oxford, "Delivering large-scale IT projects on time, on budget, and on value" (2012, n > 5,400 IT projects). The page uses the risk profile of large programs (size-based attribution, step 4) and the average schedule overrun of 33 % for software projects (delay comparison).
  • McKinsey, "Three keys to faster, better decisions" (De Smet/Jost/Weiss, 2019, n > 1,200) – basis of the ~12 recovered decision days.
  • McKinsey Global Institute (2012) – around 20 % of the working week spent searching for information; damping factor of the same derivation.
  • R. Panko, University of Hawaii (2008), "Spreadsheet Errors", arXiv:0802.3457 – around 88 % of operational spreadsheets contain errors.
  • Moløkken-Østvold/Jørgensen, "A Review of Surveys on Software Effort Estimation" (ISESE 2003) – time overruns of 22 to 25 % across several software surveys.
  • ChangeMaker client programs, sanitized, real KPIs.

Frequently asked questions about the business case

How do you calculate what a steering system for transformations is worth?
The upper calculator starts with the EBITDA of the company or business unit, a figure known before the program begins; if you only know revenue, 10 percent of it is assumed as EBITDA. One third of EBITDA is set as the conservative EBITDA target. On top of that sits the measured 30-percentage-point realization spread between successful and all other transformations; of that, one third to 80 percent is attributed to the tool depending on program size. The full derivation is laid out as numbered steps inside the calculator itself.
What is the ratio between the value unlocked and the license cost?
The upper calculator compares the modeled annual EBITDA effect with the total annual license of the respective size class. Across all size classes, that ratio lies between roughly 13.6 and 21.4 times. No user count is required. It is an illustrative estimate, not a promised return.
Why is Excel not enough to steer a transformation?
Excel carries no license cost, but it also contributes no value. It records numbers, it does not change behavior: the success factors that separate weak from good implementation come from participation, commitment and feedback across many people. On top of that sits the mechanical effort for data maintenance, consolidation and reporting, which spreadsheets create and a steering system largely removes.
Which studies is the derivation based on?
Five studies that link economic success directly to success factors (letters A to E), plus a sixth on the risk profile of large programs (F). Study A on how many people a program really needs. Study B on value lost across the program phases and on the measured spread between weak and good implementation. Study C on the reference base for the program target and on the time curve. Study D on the late phases and long-term impact. Study E on the framework. Study F (McKinsey and University of Oxford) grounds the size-based attribution and, with the 33 % schedule overrun, supports the delay comparison, together with academic software surveys.
How much effort does a steering system save?
The relief applies where the effort arises, and it is shown separately per stakeholder group: around eight days less work per initiative over the course of the program for the initiative teams, around 85 percent less effort for consolidation and reporting in the PMO and in consulting, and around twelve days of decision time regained per executive per year. This relief is deliberately not priced into the calculator: it works with the EBITDA effect alone, and the capacity regained comes on top.
What does ChangeMaker cost?
The total annual license depends on the overall scope and is confirmed in an individual proposal. The calculator carries it per size class as a fixed frame in the background, without disclosing individual amounts. Configuration through the customizer is included.
How quickly does the license pay for itself?
The lower calculator converts the EBITDA target of one third of EBITDA at the realized run-rate of 67 percent into a value per working day and compares the total annual license with that figure. The result: just a few working days of earlier impact cover the annual license. It is a comparison measure, not a payback promise.
How much training does the system demand from the team?
As little as possible, and that is a design decision. The methodology sits in the product rather than in the heads of the users: templates, stage-gate logic and behavioral mechanics are built in, and the customizer aligns the system with the program at hand. Nobody has to memorize 24 success factors in order to benefit from them.

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