How to Choose the Right Organizational Change Management Vendor.

“They appeared to know enough to justify their jobs, and nothing more.” — Michael Lewis, The Big Short

Michael Lewis described financial experts who missed the signs of the housing crash—but his words resonate just as strongly when describing ineffective change management experts. Many arrive armed with impressive frameworks yet lack the real insight needed to drive meaningful change.

If you’re selecting an organizational change management (OCM) vendor, you’re likely facing significant challenges. Here’s what makes choosing the right partner difficult—and how you can overcome these obstacles.

Why Selecting an OCM Vendor is Tough

The field is still evolving.

Change management began emerging in the early 20th century with the development of organization psychology, and Kurt Lewin’s three stage model (unfreeze-change-refreeze). It wasn’t until the 1980s and 1990s, with the rise of enterprise software like Enterprise Resource Planning (ERP) systems, that structured change management became critical.

Because ERP touches nearly every function of a business, from finance and human resources to supply chain and operations, these sweeping implementations required disciplined, organization-wide change management that aligned with each phase of the software rollout.

Only recently have organizations seriously invested in internal OCM capabilities.

Change management is intangible.

Unlike technology implementations or capital expenditures, defining success in change management can be elusive. Should employees be happy? Should everyone agree? How do you measure employee acceptance or behavioral shifts? This intangible nature makes proving direct causation challenging.

Like branding, change management invests in outcomes that aren’t always immediately measurable. Both require belief, patience, and strategic commitment to reveal their true impact over time.

The stakes are high.

Poor change management can have severe financial and reputational consequences.

In 2024, a record 2,221 CEOs exited their roles, often due to failed strategic changes and technology misfires.

Notable examples include Unilever and Intel, both experiencing leadership turmoil and layoffs due to inadequate change management.

Common Pitfalls with Change Management Vendors

To uncover what differentiates effective OCM vendors from ineffective ones, I spoke with Patrick Gong, Senior Director of Digital Finance Transformation at The Campbell’s Company, and Cara Bilinski, a global transformation leader with over 20 years experience. They highlighted four critical pitfalls:

1. Consultant Bait-and-Switch: Firms often win contracts with senior teams but delegate actual work to inexperienced consultants. “You can get an A player or a C player from the same company, ” advises Bilinski. “You need to meet the person doing the work, not just the sales team.”
2. Technical Skills Without Behavioral Aptitude: Many consultants possess strong technical knowledge but lack essential skills in psychology, communication, and instructional design. “Most people don’t know everything—and they don’t need to,” Bilinski said. “What matters is bringing together people with deep skills who can partner, listen with empathy, and build a shared understanding.”
3. Excessive Focus on Frameworks: Firms that prioritize theoretical models without practical execution risk failing to achieve real-world readiness. Gong emphasizes, “OCM is about empathy, communication, and cultural understanding – not just methodology.”
4. Executive-Only Engagement: Effective OCM requires engaging employees at every level, not just with senior management. Gong points out, “The best consultants connect quickly and easily with the entire audience.”

Five Questions to Identify the Right Vendor

Selecting the ideal OCM vendor involves asking insightful questions—and carefully listening for red flags and reassuring signs.