Org Chart Software

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Sift

The Sift people directory and org chart empower employees to leverage the knowledge, skills, and experience of their peers across the organization so everyone can get things done faster and more efficiently. Ideal for mid-market ...Read more about Sift

4.56 (16 reviews)

ChartHop

The organizations of today must adapt in order for businesses to thrive in our tumultuous world, and they need to stay ready for the next surprise around the corner. This requires a system that gives HR leaders a unified picture o...Read more about ChartHop

4.63 (63 reviews)

Ingentis org.manager

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 about Ingentis org.manager

4.74 (46 reviews)

EntityKeeper

EntityKeeper provides a comprehensive entity management solution to businesses of all sizes. The cloud-based platform simplifies the way you manage entities and their associated details, such as banking information, registered age...Read more about EntityKeeper

4.74 (23 reviews)

OGraph

OGraph is the deep thinkers’ org chart software tool, OCM is their proven model and method for capturing their deep thinking. They are ready to address modern organizational complexity by leveraging Graph Database Computing Theo...Read more about OGraph

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Lucidchart

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 about Lucidchart

Miro

Miro is a cloud-based collaboration tool for small to midsize businesses. The solution features a digital whiteboard that can be used for research, ideation, building customer journeys and user story maps, wireframing and a range ...Read more about Miro

SmartDraw

SmartDraw is a diagram and chart tool that helps businesses of all sizes manage diagramming processes through predefined templates to create infographics, network designs, mind maps, organizational charts, and more. Key features i...Read more about SmartDraw

4.09 (99 reviews)

monday.com

monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com

Factorial

Factorial is a cloud-based human resources (HR) solution that caters to small businesses across various industry verticals. Key features include a time-off manager, an organisational chart generator, a document manager and more. ...Read more about Factorial

Built for Teams

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 about Built for Teams

Papaya Global

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 about Papaya Global

4.25 (12 reviews)

Airtable

Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration. The system uses...Read more about Airtable

Freshteam

Freshteam is the smart HR software for growing businesses. With Freshteam, you can attract, hire and onboard new hires, offboard exiting employees, manage employee information, and time off - all in one place. Freshteam helps att...Read more about Freshteam

Canva

Canva is a cloud-based graphic design tool used to create on-brand marketing content, sales presentations, training videos and more by companies of all sizes. This solution includes features such as drag-and-drop design and photo ...Read more about Canva

Organimi

Organimi is a cloud-based tool used to create and share organizational charts. This solution can be used by organizations of any size in any industry. To get started, users can upload an Excel/CSV file with organizational reportin...Read more about Organimi

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BizRun HR

BizRun is an all-in-one HR software solution built on a cloud platform. The comprehensive suite of modules allows HR professionals to streamline their tasks and remove complexities from their processes so they can focus on what ma...Read more about BizRun HR

4.53 (15 reviews)

Yuvo

Yuvo helps businesses save time and money by increasing overall efficiency. This is done by bringing all business processes onto one integrated platform, thereby streamlining business efficiency. Yuvo’s web and mobile app allow ma...Read more about Yuvo

5.00 (1 reviews)

niikiis

niikiis is an employee onboarding solution designed to help businesses automate tasks, track staff's performance and streamline communication, engagement and collaboration across the organization. New hires can utilize the in-buil...Read more about niikiis

4.43 (7 reviews)

orginio

The easy-to-use cloud application orginio allows for easy, automated org charting. Besides the option to create the organizational structure directly within orginio, it is also possible to connect it to an HR system or upload data...Read more about orginio

4.00 (2 reviews)

Buyers Guide

Last Updated: July 22, 2022

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:

What is org chart software?

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.

Org chart with employee details in OrgChart (Source)

Common features of org chart software

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.

What type of buyer are you?

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.

  • Small and midsize businesses: These buyers usually belong to organizations with less than 250 employees. As they have fewer employees, their organization charts are less complex and require simple design elements and templates. Org chart software with standard features, such as data visualization, data import/export, and customizable templates, is recommended for such buyers. They can choose to upgrade later when their requirements increase.
  • Enterprises: These buyers mostly belong to large organizations that have over 250 employees and multiple office locations. The organization charts they need to create are complex and have various inter-team and inter-departmental relationships to clearly define the roles of multiple employees. These buyers should look for a fully featured org chart software that offers advanced design and visualization elements (drag-and-drop interface, custom colors, etc.), collaboration support, integration with existing HR software systems, and employee database management.

Benefits of org chart software

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.

  • Enhances the visibility of workforce relationships: Org chart software allows you to visualize your organization’s complete hierarchy, including employee roles across locations. Employees can view where they are placed within the organization and how they relate to fellow colleagues, business units, departments, etc. Thus, the software gives a bird’s-eye view of the whole organization structure.
  • Helps with project management: To find resources for new projects, project managers need information on various HR-related aspects, such as the current employee headcount, employee age, and compensation details. Managers can use org chart software to access all the required data, identify eligible employees, and share their details with stakeholders for further approval.

Key considerations when selecting org chart software

Listed below are some important points to consider before you purchase org chart software.

  • Mobile app availability: The software you’re planning to purchase should be available as a mobile app on iOS and Android smartphones or tablets. Mobile-ready software will allow you to perform tasks such as access employee details and update roles and responsibilities even when you’re on the move.
  • Customer support: Check which type of customer support is offered by your shortlisted vendors: 24/7, 24/5, or only during business hours. Also, ask about the available support channels, such as email, phone, or live chat. Having reliable support services will ensure that you can quickly fix any software issues without facing downtime.

Market trends to understand

Here’s a recent trend in the org chart software market that you should be aware of.

  • Artificial intelligence (AI) driving the adoption of org chart software: Software equipped with AI capabilities can run algorithms in real time to match the skill set of users with the requirements of open project positions. This can help organizations utilize their manpower efficiently. Thus, software vendors are increasingly offering AI capabilities in their org chart software.

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.