How to Solve Workforce (In)Visibility

July 20, 2023

2:32 PM

By OrgChart Team


How to Solve Workforce (In)Visibility

Understanding your organization’s inner workings is crucial in today’s dynamic business environment. As an HR professional or executive, you play a pivotal role in strategy, operations, and organizational transformation.

Yet, maintaining up-to-date workforce data, generating reports, and tracking key metrics can be a complex balancing act. Think of the daunting task of creating constantly evolving org charts or the stress of decision-making based on critical metrics. Managing your organization’s present while planning its future can feel overwhelming. Creating visually appealing and accurate org charts, providing comprehensive employee data analysis, and guiding forward-looking organizational planning demands significant time, meticulous attention to detail, and strategic insight — precious resources you could put toward your essential responsibilities.

Consider consolidating disparate data sources to assemble an org chart, only to discover that it becomes outdated the moment it’s finalized. It’s never finalized! Or the challenge of monitoring critical metrics and the stress of making decisions based on this data.

This begs the question: How do you streamline these processes to control your organization’s development better and boost your strategic decision-making capacity? How do you zoom out without losing the details that drive intelligent strategies? How would your role and career evolve if you had the data and time you need?

The Role of HR Professionals and Leaders in Modern Organizations

In the workforce visibility narrative, the protagonist is not just one person but a collective representation of all who aim to influence their organization’s growth. As an HR professional or leader, you provide accurate workforce data and ongoing reports, including detailed org charts. You are the key player responsible for driving core HR systems and processes and shaping your organization’s future.

As an org design professional, you align the workforce with company objectives through strategic planning and facilitating initiatives like restructuring, M&A, and divestitures. The pressure to have accurate and up-to-date information to make these crucial decisions is constantly on your shoulders.

Administrative assistants, often responsible for supporting executives and generating organizational charts, have a direct line to decision-makers, making your role pivotal in shaping your organization’s structure and future.

And for you, executives, department heads, and project managers making critical decisions with far-reaching implications is part of your day-to-day responsibility. You need accurate workforce reports and metrics to drive these decisions.

Executives reviewing workforce reports and metrics

Who uses org charts to manage the business?

  • HR Professionals Who Drive the Future: Their ability to leverage core HR systems is transformative, shaping organizational structures, driving strategic initiatives, and forecasting future human capital needs. Org Design Professionals Who Craft Strategy: Occupying a strategic position, these professionals align workforce capabilities with company objectives, optimizing employee roles and driving effective reorganizations, mergers, and acquisitions.
  • Administrative Assistants Who Shape Organizational Structures: With direct communication lines to decision-makers, their influence is pivotal in shaping the organization’s future, creating detailed, accurate organizational charts, and providing valuable administrative support.
  • Executives, Department Heads, and Project Managers Making Critical Decisions: Their role is essential in steering the organization, making far-reaching decisions based on accurate workforce reports and metrics, driving strategic goals, and managing key projects.

People who make the best use of their org charts hail from organizations that value HR technology and data-driven decision-making. Your commitment to your organization’s growth and your belief in the power of effective HR systems and data insights bind you all together.

Together, you are the protagonists of the global story of organizational design.

Your HCM Is Not the Enemy … but Is It Your Friend?

The challenges that cloud your ability to operate strategically and efficiently come in the guise of inefficient tools and systems, impersonal solutions, internal struggles, and philosophical dilemmas that act as roadblocks in your quest for organizational efficiency and strategic decision‑making.

Challenges in Workforce Management via HCM

The drawbacks of manual diagramming tools for creating org charts:

  • The limitations of impersonal org chart solutions in meeting unique organizational needs.
  • The rigidity of Human Capital Management systems and their impact on strategic planning.
  • The internal struggles of HR professionals and the dilemma of balancing administrative tasks with strategic roles.

Traditional manual diagramming tools for org charts put organizations at risk of making decisions based on outdated charts. These time-consuming tools drain productivity as they lack real-time integration with data sources, resulting in org charts that become outdated the moment they are published.

Generic org chart solutions often lack flexibility, failing to capture your organization’s unique dynamics. Their one-size-fits-all approach doesn’t truly reflect the DNA of your organization.

Rigid Human Capital Management systems (HCMs) struggle to adapt to your changing needs, limiting your ability to visualize and plan future scenarios aligning with strategic goals.

The continuous administrative tasks, such as data verification and metric tracking, consume your time, hindering strategic planning and decision-making. Manually entering, updating, and cross-checking data to keep your org chart current is time-consuming and leaves room for error.

These daunting challenges can make administrative tasks eclipse your role’s strategic potential. Yet, recognizing these challenges is the first step to overcoming them and enhancing your strategic contribution to your organization’s success.

OrgChart Results and Return on Investment (ROI): Realize the Benefits with OrgChart

Executive celebrating the benefits of OrgChart

Though OrgChart is one of the more affordable solutions on the market, when you’re considering a tool like org chart automation software, it’s essential to understand the costs of your current solution and the tangible benefits of this investment. Let’s explore OrgChart’s impact on your day-to-day operations and the impressive return on investment it can deliver.

  • Time Saved: OrgChart is specifically designed to automate and streamline the creation of organizational charts. The software’s capacity to integrate with your HR information and applicant-tracking systems, and update your charts in real-time, eliminates the time-consuming tasks of manual data entry, updating, and cross-checking. Consider the percentage of your team’s time spent on those tasks and what it would mean to reduce that time by 50, 60 or even 70 percent.
  • Improved Accuracy: With OrgChart, gone are the days of outdated or error-prone org charts. By leveraging real-time data from your HRIS, OrgChart ensures that your org charts are always current and accurate. The built-in data cleanup and override functions further enhance data accuracy, providing you with reliable information for decision-making. Compared to manual methods, data management in OrgChart mitigates your risks in decision making by reducing data errors significantly.
  • Quantifiable ROI: Let’s take an example. Suppose an HR professional who earns $60,000 a year spends around 30 percent of their time managing org charts. If OrgChart can reduce this time by 70 percent, that translates to annual savings of over $12,600 per HR professional. For a small HR team of five, this could mean an annual savings of over $63,000! Add to this the increased productivity from focusing on strategic tasks, improved decision-making, and enhanced employee engagement from clear organizational visibility, and the ROI from implementing OrgChart becomes undeniable.
  • Better Decision-Making: OrgChart is not just an organizational chart tool; it’s a strategic planning asset with exponential benefits. The software’s advanced visualization and tracking capabilities provide invaluable insights into your workforce structure, enabling you to identify trends, spot gaps, and plan more effectively. With OrgChart, you can make informed, strategic decisions that drive your organization forward.

Remember, the real value of OrgChart goes beyond numbers. It’s about empowering HR professionals to fulfill their strategic potential and contribute more significantly to their organization’s success. Request a demo today and witness firsthand how OrgChart can transform your HR function and deliver impressive ROI.

How HR Professionals See Their Org Charts

As an HR professional, you encounter the constant challenge of swiftly creating accurate and accessible organizational charts. Your requirements don’t stop at chart creation; you also need these charts to be easily shareable with team members. To help you overcome this challenge, we’ve developed a solution that simplifies your “Connect, Configure, Export, Repeat” routine when updating org charts daily, weekly, or monthly.

Key Aspects to Consider

You assess seven crucial aspects when choosing or continuing with a solution: ease of setup, data accuracy, quality of presentation, process repeatability, user experience, the uniqueness of the solution, and its overall value. Recognizing these, we consistently work to surpass your expectations in all these areas.

Empowering Organizational Heroes

We understand that our tools need to do more than streamline chart creation; they should empower you. Our solution helps you impress your peers and superiors with accurate, visually engaging charts, establishing you as a critical resource in your organization.

HR professionals reviewing org charts on laptop

Your Journey to Success

We see each step of your journey not as a potential shortcoming but as an opportunity for learning and enhancement. Your success is our ultimate goal. While we celebrate the milestones we’ve already achieved, we remain committed to pushing boundaries, continually seeking improvements to aid your growth.

Make Your Org Chart a Go‑To Tool

We aspire to be your gold standard for org charts, as indispensable to you as Bosch is to car parts or Delta is to plumbing supplies. To fulfill this ambition, we continually refine our core processes of “Connect, Configure, Export, Repeat.”

Aspect 1: Your Setup Experience

We want your setup experience to be as smooth as possible. We focus on reducing your ‘Time to First Chart’ (TtFC) to achieve this. We work on making the connection to your source data as seamless as possible, providing handy templates, and streamlining chart customization and background setup.

Aspect 2: Guaranteeing Your Data Accuracy

To ensure your charts accurately represent your organization, we’ve developed tools for data cleanup and data override. These functionalities are designed to maintain the accuracy of your org charts, even when data in your HCM system may be incomplete or incorrect.

Aspect 3: Enhancing Your Chart Presentation

We understand the importance of first impressions. That’s why we are constantly improving the visual appeal of your org charts with features like better photo handling, improved connecting lines, and professional-quality emojis.

Plan for Better Workforce Visibility

OrgChart Integrates Data from Your HRIS & Lets You Customize Your Charts

  • Integration & Customization: Your Data, Your Way
    Boost your workforce visibility with OrgChart – a solution built specifically for HR professionals. It synergizes your HRIS data and permits tailor-made charts, capturing the unique structure of your organization.
  • Not Just Another Tool: Crafted with Empathy for HR Challenges
    Tired of being bogged down by administrative tasks while seeking strategic involvement? OrgChart understands. Created by HR for HR, it’s not a one-size-fits-all tool, but a thoughtful solution for strategic engagement.
  • Scalability: From Startups to Established Giants
    Whether you’re a booming startup or a large-scale organization, OrgChart adjusts. High-end features meet cost-effectiveness, proving quality solutions don’t have to break the bank.
  • Implementation: User-friendly, No IT Guru Needed
    OrgChart isn’t just another complex tool to master. Its straightforward, user-friendly design doesn’t require an IT degree, allowing HR professionals to regain their strategic role.
  • Analytics & Visualization: Data-Driven Decision Making
    OrgChart lets you visualize your organization’s structure for comprehensive current state understanding and future planning. Leverage powerful metric tracking and a visual interface for informed strategic decisions and workforce planning.
  • Streamlined Onboarding: Quick Familiarization for New Hires
    Ease new employees into your company’s structure, roles, and key personnel swiftly with OrgChart’s streamlined onboarding process.
  • Integration & Customization: Keep Your Org Charts Updated
    Stay updated with OrgChart’s high customization and integration capabilities. Seamlessly connect with various HRIS platforms to keep your org charts current, catering to your organization’s unique needs for growth and strategic planning.

OrgChart Clients’ Favorite Features

We’ve carefully designed OrgChart with unique features beyond standard org chart tools.

Embedding charts on intranets enables your entire organization to have access to a real-time structure of the company, fostering transparency and unity. The option to create functional charts further enhances the software’s flexibility, allowing you to visualize the design of your organization in the most meaningful way.

Functional Org Chart

With OrgChart, you can map employees to multiple managers, reflecting matrix reporting structures accurately. You also can filter remote employees, an essential feature for modern companies with geographically diverse teams.

Additionally, OrgChart allows you to track open or vacant positions, giving you a clear view of the areas where new talent is needed. The software lets you override your HR system data, allowing you to customize your org charts to your unique specifications.

Choose the OrgChart Package for Your Needs, Upgrade Anytime

OrgChart Premium

Need to automate and customize your org chart?

  • Automatically generate org charts using your HRIS data
  • Aggregate data from multiple systems for an accurate view of your entire organization
  • Visualize all your employee data in one place; filter and highlight employees in real‑time
  • Create data-driven views for presentation-grade org charts that don’t require manual upkeep
  • Embed live org charts into your SharePoint or company Intranet
  • Share charts via PDF, PPT, and weblink
  • Leverage HRIS data to create custom calculations and roll‑ups

Starts at $108 per month

OrgChart Enterprise

Need workforce planning? Charting a large organization?

  • Create actionable workforce plans
  • Collaborate on plans in real‑time
  • Define and track custom metrics, set targets, and  progress
  • Simulate organizational changes and measure impact
  • Design and model post-merger organizational structures
  • Automatically archive and launch historical org charts at any point in time
  • Advanced, granular security options tailored to your needs

Starts at $216 per month

OrgChart Platinum

Need to keep your data on‑premise?

  • Everything OrgChart clients love, securely off the cloud.

Request a Quote

Experience Fully Integrated Data & Automated Org Charts

Request a demo today and explore the possibilities of connecting your HRIS to OrgChart. Discover firsthand how easy it is to create accurate, visually appealing org charts continuously updated with real‑time data.

Young executive team smiling at laptop

With OrgChart, you’re not limited by your HRIS data. The system allows you to override data, offering greater flexibility in how your org charts are presented. You can visualize remote employees, track open positions, and do much more.

As a tool for strategic business partnering, OrgChart facilitates workforce planning initiatives by providing an in-depth visualization of your organization. Identifying trends, tracking metrics, and identifying gaps allows HR professionals to serve as strategic partners in their organizations.

Empower your HR department and add value to your organization with OrgChart. Request a demo today, and take the first step toward a more efficient, strategic, and data-driven HR function.

Read success stories on G2.