4 Use Cases That Show How AI Tools and OCM Work Together

Although AI is quickly moving from a buzzword to a major force in businesses, most organizations are still figuring out how to adopt it responsibly and effectively. Much like the internet, AI has the potential to transform industries, workflows, and client relationships on a global scale.

However, while the promise is immense, success depends on more than simply deploying new tools. It requires a deliberate cultural shift. Defining the why behind adoption, aligning leadership, and establishing governance are all critical steps for making AI a sustainable asset rather than a passing experiment.

Responsible adoption means embedding ethics and governance into the foundation of every AI initiative. That effort includes forming an AI governing body, creating clear documentation to guide use, and setting standards that balance innovation with accountability.

Equally important, organizations must invest in OCM, which includes upskilling people, preparing teams to embrace the technology, and facilitating adaptation to new ways of working. While some companies might be tempted to bypass this upfront effort, cultural readiness is essential for long-term value.

Following are descriptions of four tools our team built that illustrate how custom AI tools can accelerate OCM deliverables when paired with clear governance, training, and measurement.

Client email drafter

Using ChatGPT Enterprise, our team built a custom GPT to help streamline and enhance the process of creating follow-up and recap emails for OCM and project management workstreams. The automated output provides consistency and professionalism in communication and saves significant time for consultants who previously might have spent up to an hour per week on these individual tasks. By reducing the time required to about 10 minutes per email, practitioners can focus more on strategic client engagement and less on routine administrative work. Since its deployment in early 2025, this GPT has empowered teams to use AI for execution-based tasks and opened the door for broader adoption of AI-driven efficiencies in OCM.

Specifically, the client email drafter GPT prompts the user to specify an intended audience and then generates a structured, audience-appropriate recap email. The tool accepts a variety of input formats, including Microsoft PowerPoint™ presentations, meeting transcripts, and other documents. It is programmed with a knowledge base that applies the preferred tone and language for different stakeholder groups, which is particularly valuable in engagements with diverse audiences, such as manufacturing clients with large end-user populations who might not have completed higher education as well as executive stakeholders who expect concise, metric-focused communication.

OCM assessment analyzer

Our team created a custom GPT to automate and accelerate the analysis of organizational assessments that are foundational to change management strategy. In typical OCM engagements, consultants conduct various assessments – such as leadership aptitude, organizational history, and change impact analyses – using interviews and surveys. These assessments often produce large datasets, usually in Microsoft Excel™ spreadsheet format, which require extensive manual analysis to identify key trends, metrics, and indicators that inform the change strategy.

The OCM assessment analyzer GPT takes in raw assessment data and draws on a knowledge base of past assessment examples to pinpoint the most relevant insights for practitioners. It highlights critical trends, such as which departments are most affected by change, and it flags areas that require special attention in the strategy. It also dramatically reduces the time required for analysis – from an average of 20 hours to just five hours per assessment – resulting in significant cost savings for clients and freeing up consultants to focus on higher-value strategic work. This efficiency also makes it more feasible for clients to opt for comprehensive assessments, which are sometimes skipped due to cost concerns, thereby improving the overall quality and effectiveness of OCM engagements.

Vision statement generator

To support the early stages of change management projects, particularly during vision alignment workshops with client leadership, our team built a vision statement generator GPT. In these workshops, the goal is to establish a clear, compelling vision statement, project name, and motto that align stakeholders and set the tone for the initiative. Traditionally, this process can be challenging, as participants often struggle to think creatively or move beyond initial ideas. A combination of other issues can include:

• Lack of clarity or alignment regarding strategy and competing visions
• Overly vague statements
• Unequal participation
• Difficulty thinking beyond the present
• Time pressures
• Cultural resistance
• Translating ideas into action

This vision statement generator GPT accepts inputs such as project kickoff presentations, workshop transcripts, and other relevant resources. It then uses preset parameters tailored to the client’s industry to generate a range of vision statement options, project names, and mottos. By providing creative suggestions that align with the organization’s goals and culture, this GPT helps break through creative blocks and produce a final vision statement that resonates with all stakeholders. The vision statement generator has proven helpful in practice because it enables teams to produce high-quality, on-brand messaging that supports leadership alignment and effective communication throughout the project life cycle.

Training document creator

To transform how we develop training materials, our team built a training document creator GPT. Historically, creating training documents required significant manual effort and often resulted in inconsistent quality and lengthy production timelines. By automating much of the process, this GPT reduces the burden on teams and helps produce training documents faster, with greater consistency, and at a higher standard of quality. It directly tackles challenges such as time-intensive drafting and uneven outputs so professionals can focus more on refining content rather than building it from scratch.

The process begins with a detailed recording of a workflow or procedure, which the GPT then converts into draft training documents. Using two different models, this custom GPT can split content into multiple documents when needed, apply client-specific context, and standardize the format for consistency. The final product still requires a human-in-the-loop to review and adjust, add images, and verify accuracy, but the GPT cuts document creation time by about 60% on average. Built in just two weeks and quickly adopted by our tax team, this training document creator demonstrates strong scalability for training development without requiring proportional increases in effort. The quality of the input recording remains central to enable clear, accurate transcripts that lead to effective training outputs.

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