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In this Guide
- Top Organizational Chart Software
- Introduction and Criteria
- Our Reviews of the Top Vendors
- Benefits and Use Cases of Org Chart Software
- Common Pitfalls of Org Chart Software
- ROI of Org Chart Tools
- Organizational Chart Software Pricing
- Features of the Best Org Chart Software
- Questions for Org Chart Software Demos
- Implementation
- Org Chart Software FAQ
- Final Advice
Hand picked by our HR Technology experts after product testing, user research, and much debate - enjoy!
Org chart software allows companies to do more powerful workforce planning through a unique and simple data visualization tool. Oftentimes, this tool comes with other powerful features to simplify searching for the right skillset across your organization. We curated a shortlist of the best org chart software on the market, including information about use cases, pricing, ROI, and potential pitfalls. We believe this guide will save your company valuable time and lead you to a more informed purchase decision.
As organizations grow, it becomes increasingly difficult for HR teams to keep track of promotions, terminations, succession planning, new hires and so many other moving parts. Some companies might rely on massive Excel sheets to keep track. Others may draw up their own elaborate flowcharts using graphic design tools. The most efficient companies turn to org chart software to stimulate their people decision making efforts.
Our criteria: How we chose the best vendors
We take research seriously. To make sure we’re offering our readers the very best solutions in a given software category, we are methodical, rigorous, and expansive in our research. We consult with HR professionals, vendors, and industry experts. We cut through the noise to bring you a carefully curated list of vendors, along with other essential information, to help you find the right software platform for your business.
Here’s how we chose who makes the cut:
Product: We believe in gaining a comprehensive understanding of a product before we recommend it, so we start by getting to know the software. Whenever possible, we meet with a senior executive (CEO or Head of Product) for a demo and Q&A. We also test the product ourselves to make sure it has a solid UI, intuitive workflows, and the features to make it a best-in-class offering.
User feedback: We go straight to the source and compile feedback on user experience. Real-world input supports our commitment to diligence in our software evaluation methods and the products we recommend. Keeping up with the everyday experience of HR pros also puts new vendors on our radar, and it keeps us close to our community so we can better connect the right products to the right people.
Financial metrics: We are certified finance nerds, so we use all the data we can get our hands on to make selections for our guides. We comb through data for concrete statistics like retention rates, growth, profitability, and scalability. We evaluate the bottom line of each product because we know making a software purchase can put your reputation on the line.
Best for a use case: Software is never a one-size-fits-all product. Sometimes the best solution is free or cheap. Other times it’s the one that is best for global companies or the one that’s sized right for early-stage startups. Keeping this in mind, we include solutions across the spectrum so our readers can find the best fit for their unique needs.
Here's more detail if you want to read more about how we research vendors. Our dedicated staff writers rely on hard data, impartial experts, and user feedback to ensure our reviews are helpful, truthful, and hopefully a pleasure to read!
Top Organizational Chart Software
We track thousands of HRTech solutions, these are the best Org Chart vendors per our research and expert council as of 2023.
Why we love it
:
Designed to improve organizational health, ChartHop brings together all your people data in a visually attractive manner. From payroll to performance, you can use it to analyze your people data, look at your org chart and employee profiles, plan your compensation, and more.
- Charthop nicely integrates with your existing HR and ATS systems. Having everything under one roof means not having to use ten different applications.
- Charthop’s organization chart is its biggest asset. Their drag-and-drop feature to edit the chart is a hit amongst a majority of the users. Overall, the tool makes navigation throughout the company really easy - you can find the people you need, figure out their responsibilities, and track changes after the latest company re-organization.
- Charthop's goal tracking interface is simple, intuitive, and easy to build. There's not much else you can ask for.
- Charthop's Map feature allows businesses to see where each employee is located. For organizations that work remotely, this promotes a feeling of togetherness, which is crucial for employee engagement.
- Charthop's organization chart navigation isn't the best. The chart zooms in and out quite quickly, and the gestures aren't intuitive, making it difficult to use.
- Charthop can be a little complicated to figure out. Also, the fact that there are so many features is a little intimidating.
- Charthop's search function isn't user-friendly. There's not much information on how to use it effectively, and it sometimes throws the wrong results.
- Charthop's UI is somewhat dated and clunky.
ChartHop
Review:
Charthop offers a comprehensive, data-rich organization chart that makes it extremely easy to visualize your organization across different dimensions and data points. However, in our opinion, the UI could use a facelift.
Automatically updated from your existing HR systems, you can view the entire reporting structure of your company or filter to view by departments, ethnicity, compensation, performance, and more.
ChartHop
Customers:
better.com, Postman, mongoDB, Remy Cointreu
Remy Cointreau, InVision, Sequoia, BetterCloud, and Postman
ChartHop
Stats:
- Saved customers a total of $2.5M in lost productivity
- Raised $14M in Series A funding
- Charthop saved InVision, a visual collaboration and productivity platform $2.5 million in lost productivity by empowering their team to make better strategic people decisions.
ChartHop
Pricing:
ChartHop operates on a per employee per month basis. Their base plan, called ChartHop Build, is $3.50 per employee per month. The next two plans, Grow and Scale, are $7 and $10 per employee per month respectively. They also offer an enterprise level solution with custom pricing.
For an additional $2 per employee per month, customers can get access to ChartHop’s performance management system as well.
Charthop has 4 different pricing plans. When billed annually, here’s what they look like:
- Charthop Build: At $3.50 per employee per month, this plan has all the fundamental features — a live org chart, employee profiles, DE&I reports, and integrations with HRIS, Slack, and Carta.
- Charthop Grow: Priced at $7 per employee per month, the Grow plan offers additional features such as employee engagement surveys, reporting, and custom data. If you don’t currently use a dedicated employee experience software, you can try check out this plan.
- Charthop Scale: This plan is best suited for businesses that want to scale at speed. Equipped with features like a performance management system, ATS integration, and headcount planning, this plan is priced at $10 per employee per month.
- Charthop Enterprise: Large enterprises whose main priority is agility and efficiency can opt for this plan. This pricing is not disclosed upfront. For more information, you can contact Charthop's sales team.
For an additional $2 per employee per month, billed annually, you also get access to their compensation planning tool. If you want to run your comp cycle on the same platform as your HRIS and performance management software, then this feature is beneficial.
Best For
With multiple different plans and a wide range of workforce planning features, companies of any size will see value in ChartHop’s org chart software.
Why we love it
:
Sift enables your people to effortlessly connect and discover each other. It integrates with your existing HR tools to create customizable, deep profiles. Employees can also make use of the org chart, a search tool and data visualizations.
- Sift offers good accessibility. It can be used across a range of platforms, including web, mobile, and desktop applications and Microsoft teams. You can also embed the Sift widget directly into your intranet.
- Sift can be integrated with your existing HR and Identity systems. This means not having to use multiple applications to access employee data.
- Sift makes it easy to discover people within your organization through a robust search function and pre-existing filters.
- If you're an organization with under 200 employees, you won't really find this tool helpful.
Sift
Review:
Sift is a people search engine, meaning it's a useful tool to find anyone across the organization with a simple query. It acts as a bridge in your tech stack between communication platforms and core HR systems. The platform's customizable profiles not only give employees a 360 degree perspective on their coworkers, but also allow for unique search queries based on hobbies and interests.
Sift
Customers:
Ping Identity, StockX, Rocket Mortgage
Sift
Stats:
- Customers on HR teams use Sift an average of 6x a day
- Users view profiles an average of 11x per week
- Custom integrations for customers at no additional cost
Sift
Pricing:
Sift is priced on a per profile per month model, with a minimum of 200 profiles. However, they will work with smaller companies on a case by case basis. You have to get in contact with their sales team for a quote.
Best For:
Medium, large and enterprise corporations who want to simplify company-wide communication.
Why we love it
:
Pingboard focuses on connecting and empowering people. They do this by their various useful tools. Rich employee profiles, an org chart, a powerful employee directory – these are some of the many features that Pingboard boasts.
- Pingboard’s employee directory is a very handy tool to discover individuals within the org based on their name, department, location, skills, interests, and more. It is especially useful in fostering connections in remote teams.
- Pingboard’s simple and intuitive org chart provides a bird-eye view of the entire organization, making it easy to discover who’s in charge of what, who reports to whom, and the different departments and how they interact with each other.
- Pingboard’s employee profiles make it easy to know basic information about a coworker before getting in touch with them. Users believe that the tool is like a social networking site for the workplace.
- Since Pingboard charges per employee once you cross the 100-employee threshold, it can get quite expensive for large-scale businesses and enterprises.
- Users find the process of changing/updating their status cumbersome as it cannot be done directly from their profile. For instance, if you want to set your status to “out of office”, you have to go through the Out of Office section of the application.
- While events/out of office updated on Pingboard automatically shows up on Google Calendar, the reverse isn’t possible.
- According to users, the mobile experience of the application is quite underwhelming.
Pingboard
Review:
Pingboard's org chart offers a simple yet powerful visual of the layout of your entire organization, the different departments and teams, and the overall reporting structure. Users can either view the high-level org chart or dive deeper and discover individual employee profiles.
Integrated with your existing HR and IT systems, Pingboard’s org chart provides employees and HR teams an opportunity to get to know the different moving parts within the business and plan for future hires and restructuring.
Pingboard
Customers:
Popsugar, Charlotte-Douglas International Airport, Carta, Duolingo
Pingboard
Stats:
- Used by over 350,000 employees
- $4.3M last seed round
Pingboard
Pricing:
Pingboard starts with a 14 day free trial.
At the end of the trial period, you can sign up for the Team or Company plans. Team is $99/month paid annually for up to 50 users. Company is $199/month paid annually for up to 100 users. If you would like more than 100 users, it’s an extra $1 per head. They also offer month-to-month subscriptions at a higher rate.
Best For:
Businesses with under 50 employees who would like an org chart with baseline employee engagement features.
Why we love it
:
Used by the likes of Google and Amazon, Lucidchart is a tool for diagramming and visualizing data. You can integrate with your most used apps and visualize your people, processes, and systems to make better decisions.
- Lucidchart offers 1000+ templates for a wide variety of use cases. We're almost certain that you'll be able to find a template that works for your business needs
- Lucidchart offers a wide choice of integrations, making it that much easier to import information from external sources
- The option to collaborate in real-time and make changes on the fly is what draws most users to this tool
- Lucidchart does not currently have a desktop application. To make up for it, Lucidchart allows users to view, edit documents, and save changes in offline mode
- Loading and visualizing larger diagrams often slows the system down
- Because there are so many elements, templates, and shapes, it's easy to get lost. This makes finding the right tools a little bit of a struggle.
Lucidchart
Review:
One of Lucidchart's most popular features is the ability to create modern-looking, easy-to-read org charts with minimal effort. Lucidchart offers pre-designed org chart templates that users can simply drag and drop onto their canvas. You can then make edits, add different roles, and design the chart to look precisely the way you want.
Alternatively, you can also import your org chart data directly into Lucidchart in a CSV file format. In our opinion, it’s a fairly straightforward process, and they even have an entire guide that walks you through each step.
Lucidchart
Customers:
Google, Amazon, Microsoft, Johnson & Johnson
Lucidchart
Stats:
- Used by 99% of Fortune 500 companies
- Users reported a 38% increase in productivity
Lucidchart
Pricing:
Lucidchart starts with a free plan that offers 3 editable documents at once, access to 100 templates, and basic integrations and collaboration tools. From there, the plans go up in price and functionality. The basic Individual plan starts at $7.95 per month for a single user and offers unlimited documents with over 1000 templates to use as well as data and automation tools.
The next upgrade is the Team plan, which features everything on Individual but adds advanced integrations and collaboration tools as well as administrative account control. It costs $9 per user per month, with a minimum of 3 users per account. Finally, there’s the Enterprise account which has all the features of the Team account but adds SSO security and advanced administrative control. You must negotiate directly for the Enterprise price.
Best For:
Large companies that are looking for an entire diagramming solution, as there are tons of templates at your fingertips. Their org chart is good, but doesn’t have as many interactive features as the other vendors on this list.
Benefits and Use Cases of Org Chart Software
Organizational chart solutions offer much more than the obvious perk of visually appealing flowcharts. Vendors are increasingly upgrading their solutions to become all-encompassing workforce management systems, complete with a wide array of use cases and integrations.
Even if you don’t want all the bells and whistles, an org chart can make your HR team’s life easier simply by streamlining people planning operations. Some major use cases include:
- Centralizing People data: Organizational chart software allows your company to host all your people data in one place. Most organizational chart vendors integrate with existing payroll and benefits systems, HRIS’s and chat apps such as Slack to consolidate all People data on one system.
- Optimize organization structure: Organizations are often complex webs of people. Without a visual representation of where everyone fits within the whole, employees can feel overwhelmed and disconnected from upper management. Org chart software easily displays where each employee fits in, from team to department to location.
- Data-driven strategic planning: The future is uncertain by nature. There are numerous situations, whether hypergrowth, acquisition, merging or pivoting, that organizational charting software can be useful. Being able to visualize your organization’s structure is just the tip of the iceberg. Aligning team responsibilities, scenario building and function mapping all contribute to tidier workforce planning.
- Show gaps in talent: By having a hierarchy chart out in front of you, you'll know what skill sets are missing from which teams. You can use that knowledge to either hire someone to fill that gap or assign a current employee to a new role.
- Educate new hires: It can be difficult for a newbie to understand a complex company structure, especially at an enterprise level organization. With an org chart, new hires can easily interpret where they fit into the hierarchy and use that knowledge to see what career paths they might have as they grow with the company.
- Easy to find contact information: Instead of scouring databases or asking coworkers to connect you, org charts provide an easy way to click through hierarchies to get the contact information you need across the company.
- Diversity, equity and inclusion: Keep track of your DE&I initiatives with detailed dimensions such as race, ethnicity, disability, gender and sexual orientation to foster a equitable and fair workplace.
- Visualize employee engagement: Some solutions allow you to overlay your org charts with data from your other HR systems to create dynamic visualizations on performance, engagement, pay disparities, and other employee metrics. Other solutions include employee engagement functionalities that accomplish the same thing without integration.
- Remote work: Work-from-home has only increased from the COVID-19 pandemic. Org chart software mitigates the lack of office structure by making it easy to connect with people across your virtual workspace.
Common Pitfalls of Org Chart Software
Like buying any new tech, there might be some downsides you should be aware of. For org chart software specifically, you should know the following:
- Enterprise-focused pricing: Org chart vendors are mainly focused on large and enterprise companies, and their pricing structure reflects that. If you’re an SMB, be firm with whatever vendor you’re interested in to make sure you get a deal that fits your budget.
- The right integrations: You want to make sure the vendor you choose integrates with your current systems. If they don’t, be prepared to spend a lot of time manually entering employee data.
- Additional functions: Chances are you decided to buy this type of software to centralize employee data and organize company structure. However, different org chart vendors include a ton of different features on top of just charting. For example, Lucidchart comes with numerous other workflow management charts. Sift has an in-depth people search engine. Be sure to choose the software that first fits your org chart needs, then any additional functionality that may be uniquely useful to your company.
ROI of Org Chart Tools
When creating a tech stack wishlist, HR teams will often put org chart software under “nice-to-have” rather than their “must-have.” It’s fair to assume an org chart is not as functionally important as an applicant tracking system or HRIS. But depending on your use case, the ROI of an org chart software solution can be more than worth it.
Your entire company will use an org chart to save time finding the right person to connect with for the right task. You’ll be able to visualize talent gaps in real time, meaning a quicker time-to-fill. As a result, ChartHop estimated they saved their customers a total of $2.5 million in lost productivity.
Functionally, org charts sit right in the middle of HR software and communication tools like Slack. From an engagement standpoint, that kind of employee directory is really helpful. Employees across team lines can easily track one another down based on skills, role or even similar interests to connect for projects or professional development. Though not as forthcoming as the ROI of time saved, the little extra features that come your org chart software lead to a positive employee engagement ROI.
Organizational Chart Software Pricing
Most pricing for org chart software is on a per employee per month subscription basis. The dynamic pricing makes this type of software affordable for startups and functional for enterprise companies, as it scales based on how many employees are using the software.
Depending on the solution and your company size, you should expect about $2 per employee per month on the lower end and $10 per user per month on the higher end. If you have 50 employees, expect around $100/month billed annually. If you’re a medium-sized enterprise with 250 employees, you’ll see costs up to $2500/month billed annually. Enterprise companies have to contact the vendors for custom prices, and don’t be afraid to shop around to get the best rate.
Most vendors offer a free trial so you can try it before you buy it. Don’t be afraid to ask for a longer trial period if need be. If you’re a small business or startup who isn’t ready to spend money on the paid versions, some vendors even have a completely free version of their software. If you find the limited functionality of the free solutions to be holding you back, then you can consider upgrading.
Features of the Best Org Chart Software
Here are some key features to look into when choosing an org chart vendor:
- Seamless integrations: Org chart software integrates with your existing HR software, to bring all your people data into one place. You can bring everything from your HRIS information to payroll metrics to Excel spreadsheet data into your org chart software.
- Fully searchable company directory: With all your people data in one place, you can easily find the people with he right know how for any given task. Search based on different employee info such as job title, office location, and skills. Some vendors even have advanced search capabilities for interests and hobbies.
- Custom employee profile pages: Organization chart software lets you make your employees fully dimensional profiles rather than just being headshots on a flowchart. The profiles include data such as engagement, skill levels, demographic information, and work history. Profiles also contain contact information such as phone number and email to make internal communication a breeze.
- Exportable files: You can export any portion of your org chart into different formats like CSV and image files for use across different apps and platforms.
- Relationship maps: Visualize employee hierarchies through simple mapping tools. You’ll be able to see the through-line of organizational structure from the top down across teams.
- Illustrate diversity: Employee profiles are customizable with race, ethnicity, gender and orientation information so your company can act equitably to create an equal opportunity workplace.
- Visualize real-time changes: Your company is constantly changing with new hires, promotions and retirement. Organization charts update in real-time in sync with your HR data to keep track of those changes. In addition, you can look back through previous versions of company structure to see how things have changed over time.
- Mobile friendly: Most vendors allow you to access your org chart from any device, whether iOS or Android.
Questions for Org Chart Software Demos
When you’ve narrowed it down to your top vendors, it’s time to demo. Demos are the most important part of the process, because they show you how the software actually functions. You also get an opportunity to chat with a sales representative in real time, meaning you can get immediate feedback on any questions you may have.
Before going into a demo, it’s important to have an idea of what you want to find out. Here are some good questions to get you started:
- How will this fit into my tech stack? Does it properly integrate with my existing systems?
- Will team members outside of HR benefit from using this software? How about on the C-suite level?
- Is this solution worth the cost? What does this software bring to the table that a free diagramming tool doesn’t?
Implementation
The implementation process varies from vendor to vendor, but generally you can expect to have your organizational chart up and running within 30 days of purchase. The solutions listed here are intuitive to use, so most of the challenge comes with integrating your people data.
The org chart software will fill initial gaps using your existing systems. By nature the new solution will organize for you. But it’s still important to make sure your data is up to date for a smooth implementation process.
Org Chart Software FAQ
What is an organization chart?
An organization chart, also known as an organizational chart or org chart, is a diagram made to display internal company structure, including relationships and hierarchies between employees and teams.
What is org chart software?
Org chart software are solutions centered around an org chart for dynamic, customizable workforce planning.
How can org chart software help my organization?
Org chart software can help your organization in a few ways. Firstly, it creates a clear outline of company structure. You can then use this chart as a succession planning tool, employee directory, diversity & inclusion tool and much more.
In general, your company will see tidier organization, more effective workforce planning, higher employee engagement and heightened connectivity.
What additional features do org chart software solutions offer?
Org chart software offers many additional features. Some examples include employee profiles, seamless integrations with your tech stack, employee engagement metrics, detailed workforce planning analytics and mobile apps.
Can’t I just make an org chart using Excel or Powerpoint? Why is org chart software better?
Yes, it is possible to make an org chart using apps such as Excel or Powerpoint. However, as your organization grows, it will take increasingly more time to keep updating it with new hires, promotions, people moving onto other jobs, and shifting role responsibilities. If you’re an enterprise corporation, this task is already impossible as it would take dozens of creation and upkeep hours.
Org chart software automates this process by live updating with your existing people data. Your human resources team saves valuable time that can be used to support the most important part of your company, the people.
Final Advice
Organization chart software is a growing category. Some of the vendors on our list don’t even consider themselves org charts by nature. They call themselves work design hubs, people search engines, or workforce planning software. Yet despite having all different features, org charting is the centerpiece.
It’s easy to get caught up in the bells and whistles, but those additional features are more like nice-to-haves rather than must-haves. Decide upon your must-haves, find the vendors that check those boxes, then use the nice-to-haves to make your final decision. Each vendor has something slightly different to offer, so pick the one that best aligns with your goals.
Top Organizational Chart Software
- ChartHop:Org chart software with numerous integrationsOrg Chart and People Analytics software with the most integrations
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