Before you start browsing for the right org chart tool for your teams and your organization, you should think of the key objectives that software should solve for you and who needs access to your tool. We have conducted a list of the main use cases an org chart tool usually covers:
An org chart tool is instrumental in streamlining the onboarding process for new employees. It offers a visual depiction of company hierarchy, simplifying communication and fostering an understanding of team roles and the company culture. For effective onboarding, a robust org chart tool should be interactive, integrated with HR systems, offer search and filter capabilities, embed additional resources, have an intuitive interface, and allow customization. When optimally utilized, it serves as a dynamic guide that accelerates a newcomer's transition into the organization.
Transparency & understanding your organization:
Org chart tools can help dramatically in increasing transparency within an organization. They illuminate the company's structure, making it easier to identify both familiar and unfamiliar colleagues across various departments. This clarity fosters collaboration and bridges departmental silos. For optimal transparency, the tool should be interactive, enabling users to delve into profiles of colleagues, be updated in real-time to reflect staff changes, offer search and filter options for quick navigation, embed deeper insights or projects related to individuals or teams, be accessible across devices, and zooming in and out should be easily possible. Such a tool not only reveals the "who" but also the "how" and "why" of organizational dynamics.
Unleash hidden potential:
By detailing not just roles but also individual skills and expertise, org charts can provide a comprehensive view of untapped talents. For this purpose, the tool should feature in-depth employee profiles, showcasing their skills and qualifications. Integration with professional development platforms can highlight ongoing training or certifications. A search functionality specific to skills and expertise, alongside user endorsements or validations, further refines the discovery of potential.
Another goal could be the optimization of resource allocation within an organization. For such org chart tools can offer a clear visual of the entire workforce, aiding decision-makers in identifying where resources are concentrated and where there might be gaps. Integration with project management platforms can offer insights into ongoing tasks and timelines. Filtering options for specific roles, skill sets, and availability further refine the resource allocation process.
Org chart tools transform complex organizational data into concise, report-ready visuals, ensuring clarity and precision in communication making it an ideal companion for reports and putting data into the right context and perspective.
The respective org chart tool should offer the export of the created charts in various formats in order to include them in reports written in other third party tools.