software that makes talent management and succession planning activities easy - and at a reasonable...

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

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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.

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Page 1: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

OrgChart Analytics Talent Visualization Tool

Proactively Visualize and Manage the Talent in your Workforce

by

Page 2: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

OrgChart Professional

Used by thousands of corporations, government agencies, universities, and hospitals world-wide

Page 3: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Typical Organization Chart

Where is the talent?

Page 4: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

OrgChart Talent Visualization Tool

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

demographicsBenefits• 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

The Talent Visualization Tool allows companies to proactivelymanage their current and future talent needs

Page 5: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Before ViewThe organization chart before applying heat map markers

Page 6: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

After ViewUsing automated rules, the chart easily shows target characteristics

Page 7: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Reports

View reports for each strata of talent

Page 8: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Rules & Automatic Legend

Create conditional formatting rules

Dynamically generate the legend

Page 9: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Diversity Planning

Page 10: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Diversity Planning

Page 11: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Vitality / Years in Job

Page 12: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Vitality / Years in Job

Page 13: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost
Page 14: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

Performance View

Page 15: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

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

Page 16: Software that makes Talent Management and Succession Planning activities easy - and at a reasonable cost

OrgChart AnalyticsOrgChart 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:[email protected]