Designing Change Project Monitoring Systems: Insights from the German Manufacturing Industry
Bastian Brechtelsbauer
This study details the design of a system to monitor organizational change projects, using insights from an action design research project with two large German manufacturing companies. The methodology involved developing and evaluating a prototype system, which includes a questionnaire-based survey and an interactive dashboard for data visualization and analysis.
Problem
Effectively managing organizational change is crucial for company survival, yet it is notoriously difficult to track and oversee. There is a significant research gap and lack of practical guidance on how to design information technology systems that can successfully monitor change projects to improve transparency and support decision-making for managers.
Outcome
- Developed a prototype change project monitoring system consisting of surveys and an interactive dashboard to track key indicators like change readiness, acceptance, and implementation. - Identified four key design challenges: balancing user effort vs. insight depth, managing standardization vs. adaptability, creating a realistic understanding of data quantification, and establishing a shared vision for the tool. - Proposed three generalized requirements for change monitoring systems: they must provide information tailored to different user groups, be usable for various types of change projects, and conserve scarce resources during organizational change. - Outlined eight design principles to guide development, focusing on both the system's features (e.g., modularity, intuitive visualizations) and the design process (e.g., involving stakeholders, communicating a clear vision).
Host: Welcome to A.I.S. Insights, the podcast at the intersection of business and technology, powered by Living Knowledge. I’m your host, Anna Ivy Summers.
Host: Today, we’re diving into a fascinating new study titled "Designing Change Project Monitoring Systems: Insights from the German Manufacturing Industry". It explores how to build better tools to keep track of major organizational change. With me today is our expert analyst, Alex Ian Sutherland. Alex, welcome.
Expert: Thanks for having me, Anna.
Host: So, Alex, let’s start with the big picture. We all know companies are constantly changing, but why is monitoring that change such a critical problem to solve right now?
Expert: It's a huge issue. Think about the pressures on a major industry like German manufacturing, which this study focuses on. They're dealing with digital transformation, new sustainability goals, and intense global competition. Thriving, or even just surviving, means constant adaptation.
Host: And that adaptation is managed through change projects.
Expert: Exactly. Projects like restructuring departments, adopting new technologies, or shifting the entire company culture. The problem is, these are incredibly complex and expensive, yet managers often lack a clear, real-time view of what’s actually happening on the ground. They’re trying to navigate a storm without a compass.
Host: So they’re relying on gut feeling rather than data.
Expert: For the most part, yes. There's been a real lack of practical guidance on how to design an IT system that can properly monitor these projects, track employee sentiment, and give leaders the data they need to make better decisions. This study aimed to fill that gap.
Host: How did the researchers approach such a complex problem? What was their method?
Expert: Well, this wasn't a purely theoretical exercise. The researchers took a hands-on approach. They partnered directly with two large German manufacturing companies to co-develop a prototype system from the ground up.
Host: So they built something real and tested it?
Expert: Precisely. They created a system that has two main parts. First, a series of questionnaires to regularly survey employees about the change project—things like their readiness for the change, how well they feel supported, and their overall acceptance. Second, they built an interactive dashboard that visualizes all that survey data, so managers can see trends and drill down into specific areas or departments.
Host: That sounds incredibly useful. What were the key findings after they developed this prototype?
Expert: The first finding is that this type of system can work and provide immense value. But the second, and perhaps more interesting finding, was about the challenges they faced in designing it. It's not as simple as just building a dashboard.
Host: What kind of challenges?
Expert: They identified four main ones. First was balancing user effort against the depth of insight. You want detailed data, but you can’t overwhelm employees with constant, lengthy surveys.
Host: That makes sense. What else?
Expert: Second, managing standardization versus adaptability. For the data to be comparable across the company, you need a standard tool. But every change project is unique and needs some flexibility. Finding that balance is tricky.
Host: So it's a constant trade-off.
Expert: It is. The other two challenges were more human-centric. They had to create a realistic understanding of what the data could actually represent—quantification isn’t a magic wand for complex social processes. And finally, they had to establish a shared vision for what the tool was for, to avoid confusion or resistance from users.
Host: Which brings us to the most important question, Alex. Why does this matter for business leaders listening today? What are the practical takeaways?
Expert: The biggest takeaway is that you can and should move from guesswork to data-informed decision-making in change management. This study provides a practical blueprint for how to do that. You can get a real pulse on your organization during its most critical moments.
Host: And it seems the lesson is that the tool itself is only half the battle.
Expert: Absolutely. The second key takeaway is that the design *process* is crucial. You have to treat the implementation of a monitoring system as a change project in its own right. That means involving stakeholders from all levels, communicating a clear vision for the tool, and being upfront about its limitations.
Host: You mentioned the importance of balance and trade-offs. How should a leader think about that?
Expert: That’s the third takeaway. Leaders must be willing to make conscious trade-offs. There is no perfect, one-size-fits-all solution. You have to decide what matters most for your organization: Is it ease of use, or is it granular data? Is company-wide standardization more important than project-specific flexibility? This study shows that acknowledging and navigating these trade-offs is central to success.
Host: So, Alex, to sum up, it sounds like while change is difficult, we now have a much clearer path to actually measuring and managing it effectively.
Expert: That's right. These new monitoring systems, combining simple surveys with powerful dashboards, can offer the transparency that leaders have been missing. But success hinges on a thoughtful design process that balances technology with the very human elements of change.
Host: A fantastic insight. Thank you so much for breaking that down for us, Alex.
Expert: My pleasure, Anna.
Host: And thank you to our listeners for tuning in. For A.I.S. Insights — powered by Living Knowledge, I’m Anna Ivy Summers.
Change Management, Monitoring, Action Design Research, Design Science, Industry