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SPECIFICTION
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OCM Solution

ocmsolution.com

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Spec score 7.5 #9 of 26 in Change Management Software

What it is

OCMS Portal is a cloud platform for planning, carrying out, and measuring organizational change management. It includes stakeholder mapping, readiness and impact assessments, adoption tracking, portfolio dashboards, communication planning, and customizable frameworks. Supported approaches include ADKAR, Kotter, Lewin, LaMarsh, and custom frameworks. Collaboration tools let users assign tasks, co-edit plans, share dashboards, and manage access by role. The portal is intended for individual change practitioners, small teams, mid-sized organizations, and large enterprises; organizations can request a customization quote. The product offers a free 14-day trial without a credit card, and the site provides free templates, tools, and guides. The All-in-One Toolkit Basic Plan costs $75 a month and includes one user license, two project licenses, change-management tools, and survey templates. Other listed charges include $5 per guest per month, $10 per project per month, and $30 per additional user per month. The portal is web-based and supports workflow approvals and change analytics.

Spec sheet

Trial
The product page offers a free 14-day trial and says no credit card is needed.Read 3 Oct 2026 · ocmsolution.com
Headquarters
San Jose, California, USARead 28 Sep 2026 · ocmsolution.com
Collaboration
Users can assign tasks, co-edit change plans, share dashboards, and use role-based access controls.Read 3 Oct 2026 · ocmsolution.com
Core capabilities
The platform includes stakeholder mapping, readiness and impact assessments, adoption tracking, portfolio dashboards, customizable frameworks, and communication planning tools.Read 3 Oct 2026 · ocmsolution.com
Customization
The site says organizations can request customization quotes and tailor the portal to organizational needs.Read 3 Oct 2026 · ocmsolution.com
Free resources
The site says many templates, tools, and guides are free to download and use.Read 3 Oct 2026 · ocmsolution.com
Methodologies
It supports ADKAR, Kotter, Lewin, LaMarsh, and custom change management frameworks.Read 3 Oct 2026 · ocmsolution.com
Notable limitation
The pricing page says OCM Solution no longer offers Excel-based toolkits, though cloud toolkit data can be exported to Excel.Read 3 Oct 2026 · ocmsolution.com
Product purpose
OCMS Portal is a cloud-based platform for planning, executing, and measuring organizational change management.Read 3 Oct 2026 · ocmsolution.com
Security claims
The product page states that the platform meets GDPR, PIPEDA, and PCI DSS standards and has SOC 2 certification.Read 3 Oct 2026 · ocmsolution.com
Security hosting
The support page says the portal is hosted by Akamai, formerly Linode, at its Toronto data center, and that the provider has SOC 2 compliance.Read 3 Oct 2026 · ocmsolution.com
Support and onboarding
The pricing page lists one-time account setup and hands-on training for $69, and the product page invites users to contact the team for general questions.Read 3 Oct 2026 · ocmsolution.com
Who it serves
The portal is designed for individual change practitioners, small teams, mid-sized organizations, and large enterprises.Read 3 Oct 2026 · ocmsolution.com

Plans and prices

Guest License(s) (View only) $5 a month $5 per guest / month view only · per guest Read 3 Oct 2026 · ocmsolution.com
Additional Project License(s) $10 a month $10 per project / month per project Read 3 Oct 2026 · ocmsolution.com
OCM Library $10 a month $10 / month Read 3 Oct 2026 · ocmsolution.com
Rebranding $20 a month $20 / month Read 3 Oct 2026 · ocmsolution.com
Additional User License(s) $30 a month $30 per user / month per user Read 3 Oct 2026 · ocmsolution.com
One-Time Account Setup & Hands-On Training $69, paid once $69 One Time Read 3 Oct 2026 · ocmsolution.com
All-in-One Toolkit Basic Plan $75 a month $75 a month 1 user license · 2 project licenses · full suite of change management tools · survey templates Read 3 Oct 2026 · ocmsolution.com

Every OCM Solution plan and price →

Strong points and limits

Strong points

  • Supports ADKAR, Kotter, Lewin, and LaMarsh frameworks.
  • Teams can co-edit plans and share dashboards.
  • Free 14-day trial requires no credit card.
  • Free templates, tools, and guides are available.

Limits

  • Basic Plan costs $75 a month.
  • One user license and two project licenses are included in Basic.
  • Excel-based toolkits are no longer offered.

Who it suits

OCMS Portal suits change practitioners and organizations that need shared plans, assessment tools, and adoption tracking. Its stated range spans individual users through large enterprises.

Verdict

OCMS Portal brings change planning, assessment, collaboration, and tracking into a cloud platform. Check license and project charges against team needs; cloud toolkit data can be exported to Excel, but Excel-based toolkits are no longer offered.

Where Specifiction places it

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