Org Chart

5 things to consider when shopping for organizational chart software

Blog Author

by Maria Barrera

February 3rd, 2021

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The ChartHop Team

Thinking about investing in org chart software, but don’t know where to start? You’ve come to the right place.

Shopping for any software can be tricky. From vetting vendors to sifting through customer reviews, it can be a lengthy process to identify a solution that speaks to all your needs.

When it comes to investing in org chart software, finding the perfect match doesn’t need to be an arduous adventure! To simplify the process, here are five key things to keep in mind when shopping for org chart software.


1. Seamless HR System Integrations

You don’t need to manage yet another platform - you need one that can bring all of them together.

ChartHop org chart integration

ChartHop seamlessly integrates data from your HR tech stack into your org chart so it is always up to date.

Be sure your org chart software accounts for seamless integrations with your pre-existing HRIS systems. This eliminates the need for manual work while transforming your org chart into a single source of truth that holds all your invaluable people data. Your org chart software should integrate with...

  • Payroll and HRIS, to build your graph with basic identifying information.

    • Many companies use multiple HRIS and payroll providers, so the platform you choose should be able to support integrations from all of them.
  • An ATS or other recruitment software, so you automatically know which roles are open, hired and filled.
  • Communication platforms, to send employees notifications directly from your org chart.
  • Access management software, to manage onboarding/offboarding workflows, ensure security, enable employee SSO, and more as your team changes.

2. Easy-to-Use Functionality

Manually building an org chart is time consuming. Between tracking down names and titles, drawing boxes in PowerPoint, and cross-referencing spreadsheets for quality assurance, creating an org chart from scratch can be tedious.

When shopping for org chart software, look for technology that does the work for you. This includes features like:

  • Automatic syncs from your HR tech stack, so you can set it and forget it.
  • A drag-and-drop interface, to easily add and change roles.
  • Intuitive formatting, so you can stop drawing boxes.
  • Easy exports, to share in team meetings, presentations and more.

ChartHop org chart navigation

ChartHop's org chart allows for easy navigation across your org.


3. Engaging Design

As the saying goes - “a picture is worth a thousand words”. That’s why it’s important to look for org chart software that’s as visually appealing as it is easy-to-use. Color can be a strategic tool in your data analytics arsenal that helps you readily identify patterns or explore areas of interest.

ChartHop org chart highlight by data

ChartHop's org chart attaches color-coding to different filters so your eyes can easily identify relevant groupings.

Technology like ChartHop lets you visualize your people data in a dynamic and interactive format. Users can run custom searches on ChartHop’s platform and explore searchable filters with pre-assigned color palettes that visually bring to life more granular datasets, like gender, ethnicity, skills and engagement levels. This allows you and your team to easily surface their people data when they need it.

A visually engaging org chart can help you be more prepared for management and board meetings by easily being able to draw attention to specific topics of inquiry.


4. Simplified Headcount Planning

Your org chart software should empower you and your team to scale your business.

Look for software that takes headcount planning seriously by enabling you to visualize open roles and to identify the impact headcount has on the overall budget. The right technology should help teams collaborate seamlessly while using data to forecast effectively and iterate on planning structures.

ChartHop headcount planning impact on budget

ChartHop's headcount planning tool enables you to easily add new roles to your org chart and see the impact on overall budget - in real time!

Did you know… ChartHop offers a time travel feature that lets you see your organization’s evolution over time? Using a simple sliding timeline, you can see how teams have grown or changed in the past, and so you can intentionally plan for your organization’s future. It’s the perfect tool for headcount planning.


5. Visibility For All

When employees know how they fit into a company, both structurally and personally, they have the context they need to thrive.

Your org chart should serve as a directory that enables employee transparency and clarity. Look for software that connects your people -- not just with lines on a screen, but with the insights that show who they are and how they enhance your organization.

Giving your employees access to the org chart also saves you time from answering simple questions that they can now look up themselves!

This doesn’t mean giving everyone access to proprietary information. Look for software that leverages robust permission controls, so you can ensure everyone has access to the data they need to do their best work and make the decisions that will drive your business forward.


Picking the right org chart for you

Heading into your org chart software search equipped with must-have features and functionalities will help you make the right decision for you and your business.

Ultimately you want a solution that not only makes your life easier but empowers you to drive real-time insights from your people data.


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Blog Author

Written by Maria Barrera

Head of Marketing

Org Chart

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