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Ingentis org.manager is much more than just an org charting solution. Based on leading HR systems or any other data source, it visualizes organizational structures but also provides people analytics reports. Key metrics can be dis...Read more
monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more
Papaya Global is an end-to-end people and payroll management solution for global enterprises. It can be used to manage all employee types, including domestic and foreign contractors. Papaya Global can automate payroll processing i...Read more
With functionality for employee recordkeeping, PTO tracking, recruiting, and more, Built for Teams offers a web-based HR platform that is ideal for small to mid-sized companies in the U.S. Along with detailed digital records ...Read more
ClosePlan Relationship Maps is a tool built for creating relationship maps in Salesforce. With this solution, sales teams can use drag-and-drop features to create org charts with existing contact data in Salesforce. These charts c...Read more
Lucidchart is a cloud-based solution that helps small to large enterprises manage projects, data visualization, and diagramming processes. The centralized platform enables users to create visual diagrams of business processes and ...Read more
EntityKeeper provides a comprehensive entity management solution to businesses of all sizes. The web-based platform simplifies the way you manage entities and their associated details, such as banking information, registered agent...Read more
An organization chart is a diagrammatic representation of a company’s structure. It illustrates the various hierarchies and reporting relationships within an organization. Org chart software helps businesses create and manage their organization charts, which are used to establish key roles and responsibilities as well as define cross-team relationships.
A wide range of org chart software tools is available on the market, and choosing the one that best meets your needs and budget is important. This guide will help you understand the different factors you must keep in mind when shortlisting a software solution.
Here’s what we’ll cover:
Org chart software is a software tool that allows users to graphically represent their organizations’ hierarchical structure and illustrate the relationships between various employees, departments, and functions. It can source employee data from documents, such as Excel spreadsheets and CSV files, as well as internal tools, such as human resources (HR) and workforce management software, to automatically create well-defined organization charts.
Most org chart tools have an access control mechanism, which allows users to set data access permissions for protecting sensitive employee data from misuse and unauthorized access.
The software can automate the process of updating user roles—in case of promotions or resignations—so that the organization chart is up to date at all times.
Different vendors offer different features in their org chart software. Selecting software with the right features is easier when you know what the most common features are and what they do. Here's a look at some of the common features of these tools.
Feature |
Description |
Data visualization |
Offers various design and visualization elements, such as shape options, images, and color themes, that allow you to create simple, intuitive organization charts. |
Data import/export |
Lets you import employee data from various file formats, such as Excel and CSV, to create organization charts. You can also export the organization chart as an Excel or CSV file. |
Customizable templates |
Offers predefined organization chart templates that can be customized using different colors, designs, logos, etc. |
Drag-and-drop interface |
Allows you to change user roles/departments on the organization chart by simply dragging and dropping icons (employee images, departments, etc.) at the desired position. |
Collaboration |
Lets multiple users work together on the same chart in real time via features such as revision history, commenting, and sharing. |
Employee database |
Allows HR administrators to search and view employee details, such as full name, designation, work phone number, email, project, and department, to be updated on the organization chart. |
Before you start evaluating software options, you'll want to know which buyer category you belong to. Most buyers fall into one of the below categories.
While some of the benefits of org chart software are clear from our discussion above, we've listed the most notable ones in this section.
Listed below are some important points to consider before you purchase org chart software.
Here’s a recent trend in the org chart software market that you should be aware of.
Note: The application selected in this article is an example to show a feature in context and isn’t intended as an endorsement or a recommendation. It has been obtained from sources believed to be reliable at the time of publication.