OTA Methodology

Organizational Change Management (OCM) For IT Projects Over the years, OTA has documented its Organizational Change Management (OCM) approach and accelerators (templates for the production of OCM deliverables) in a complete methodology, aligned with modern project management principles.



Our methodology is adaptable, taking into consideration the level of change the organization chooses to deploy. Over the years, we have observed that there are four (4) levels of change typically associated with enterprise-wide system implementations. An organization may decide to undertake levels 1 & 2 (types of change), while another (implementing the same solution!) may deploy a mix of levels 3 & 4.

For an overview of the four (4) levels of change, and the type of change interventions required for each,
click here.

Another form of customization recognizes the change requirements associated with a specific software solution, industry or customer. At the moment, versions of the OTA OCM methodology are available for:

  • ERP/CRM
  • Process improvement/reengineering
  • Governance risk and compliance
  • Public sector organizations
  • Banking industry
  • Aerospace, high tech and manufacturing
  • Midsize companies seeking an accelerated change readiness approach

OTA Methodology and Accelerators

For a detailed description of OTA’s OCM Methodology and Accelerators, click here

Strategic vs. Tactical Change

Given the confusion in the marketplace around “change management”, we find it useful to differentiate between strategic and tactical change management. In our approach, tactical change is done in the context of a specific project, while strategic change interventions revolve around a portfolio of change initiatives. Unsurprisingly, tactical change interventions will sometimes surface issues that need to be addressed at the strategic level.

To view a more detailed definition of Strategic vs. Tactical Change, click here.