Over the years many users have been asking us to add features that help them with their organizational design and succession planning. The OrgChart Analytics feature set is now here with a robust set of options that enables business leaders and HR professionals to quickly and accurately evaluate the health and vitality of their organizations talent in the present and develop planning models for future organizational change. Nutshell Overview of New Features 1. Create and save set of rules (macros) that format box color, fields, fonts, connectors and borders – based on data about each person. 2. Rules can include multiple data conditions (i.e., Performance, years in position and promotion readiness (Now, 1-2 years, 3+ years) and diversity indicators through name coloring). (Female = Green, Minority = Blue and Female Minority = Purple) 3. Create rules once; apply rules any time throughout the planning process 4. New chart Tabs allow easier chart versioning (i.e., multiple chart scenarios) 5. New Compare Tool enables comparison of charts at record and even data field level. Audit trail is color coded for quick tracking. 6. New Legend component automatically creates a useful legend based on defined rules. 7. New headcount AutoText calculation can be automatically shown in page headings. Now create your scenario planning charts with automated ease. OrgChart Pro offers OrgChart Analytics, which turns your organization chart into a performance heat map - a great time-saver for succession planning and reorganization. Visually intuitive representation of your organizations current talent, strengths and gaps and talent pipeline. Facilitating a real time look at the organization in the present as well as a mechanism to map/model potential future moves.

1. OrgChart Analytics
Talent Visualization Tool
by
Proactively Visualize and Manage
the Talent in your Workforce

2. OrgChart Professional
Used by thousands of corporations, government agencies,
universities, and hospitals world-wide

3. Typical Organization Chart
Where is the talent?

4. OrgChart Talent Visualization Tool
The Talent Visualization Tool allows companies to proactively
manage their current and future talent needs
Background
• Users find OrgChart Pro v5 enables tracking of important HR/personnel data such as
performance, diversity, readiness for promotion and vitality (years in position).
• Companies desperately need a visual tool that gives management a clear and concise
assessment of organizational talent strengths and gaps.
Features
• Extensive custom visual formatting options turn the chart into a diagnostic ‘heat map’
• Automated rules and markers enable one-click transformation of the entire chart
• A variable legend communicates meaning of every color and shape
• Hierarchical, conditional calculations enable summary of headcount, classes, salaries, and
demographics
Benefits
• Management now has a tool that gives a powerful visual of all talent in one place.
• Trends in the organization’s talent can be can be assessed over time
• Fast & Easy to use.
Uses
• Succession Planning, Diversity Management, Asset Distribution, Re-Organization

5. Before View
The organization chart before applying heat map markers

6. After View
Using automated rules, the chart easily shows target characteristics

7. Reports
View reports for each
strata of talent

8. Rules & Automatic Legend
Create
conditional
formatting
rules
Dynamically
generate the
legend

9. Diversity Planning

10. Diversity Planning

11. Vitality / Years in Job

12. Vitality / Years in Job

14. Performance View

15. Visualize your workforce – Automatically!
• The organization chart comes alive with color and style, making it
easy to visualize any aspect of the organization.
• Custom rules will quickly highlight any area of importance or
concern

16. OrgChart Analytics
OrgChart Pro provides powerful analytics to visualize,
understand, and manage your workforce
Available as an add-on to the OrgChart v5 Corporate
program.
For more information contact:
support@officeworksoftware.com