org chart tips Blog top banner

Building an org chart is not rocket science. With just a few tips and tricks, you will have the perfect org structure in no time.

We have included some of the most important org chart tips for you below:

 

1. Relevance

The key to any org chart is current information. The fast pace in companies today is presenting a challenge: new positions, new employees, restructuring initiatives – there are plenty of scenarios where an org chart needs to have information that’s always relevant.

Making the organisation chart available online for all employees or certain ones can be a huge advantage. It’s also important to ensure that the data is shared securely and a SaaS application is perfect to gurantee this.

Another key aspect, of course, is data maintenance. You are responsible for the quality and relevance of your data. The SaaS application automatically visualises  the data in an organisation chart. All you need is a well-maintained Excel list.

2. Search

How can the most fantastic organisation chart help, if you cannot find information easily? For instance, a search function can be very useful if you’re looking for the telephone number of a particular employee but don’t know which department they work in. Or, you only know the last name of an employee, but still want to find them quickly in the organisation chart. It is important that the organisation chart software has a flexible search function. This means being able to search for all information that has been created or imported.

3. Restructuring

Today’s daily business routines are shaped by constant change. An employee simply moves department or location, and the organisation chart has to be adapted. Make sure your software allows you to respond to changes quickly and simply. It is easier to move positions, employees and departments in the organisation chart via Drag&Drop than to delete and recreate every single box by hand.

4. Recruiting

The organisation chart supports your recruiting process. You can depict which positions are currently vacant and which departments are experiencing bottlenecks. Ideally, use colors to emphasise this information so that it catches the eye straightaway.

5. Team

Everyone is talking about employer branding, team building and employee loyalty. Has it ever occurred to you that your organisation chart can play a role here too? In the org chart, you can depict your teams with all employees, job titles and affiliations. Every employee can see where they fit within the company, to which team they belong and which position they hold – all this information is online and can be retrieved at anytime.

 

If you’d like to find out more, please don’t hesitate to reach out to our team. We’d be happy to help you out!