What is Org Chart?

7min
Org Chart is a platform to create, manage, and visualize organizational charts in a user-friendly drag-and-drop interface. Org Chart integrates with systems like Google Workspace to sync employee data and offers customization options like branding, node styles, and additional fields for employee information. Key functionalities include:
Unlimited organizational charts for different structures.
Dotted-line reporting for complex relationships.
Real-time collaboration with up to 20 users.
Export options (PDF/PNG/CSV) for presentations and documentation.
Secure sharing through domains, IPs, and public team links.
﻿
Why use Org Chart?
Obtain a clear and concise visualization of an organization’s structure, including roles, responsibilities, and relationships.
Identify areas of inefficiency, such as overly hierarchical structures or underutilized teams.
Enable teams to edit, update, and share hierarchy changes quickly.​
Integrate with tools like Google Workspace to automatically update charts as team structures evolve.
Map out client or partner structures, identify decision-makers, and understand communication lines for smoother interactions​.
﻿
Use cases
Use Org Chart to outline reporting structures and nurture interdepartmental collaboration. Define roles and responsibilities within the company, show who reports to whom, and help employees understand their position. For planning mergers, acquisitions, or scaling operations, Org Chart helps identify hierarchy redundancies and gaps​. Moreover, you can use Org Chart to represent your client organizations.
﻿
Create org charts to guide new hires in understanding the organization’s structure and locate key contacts. For workforce planning, Org Chart can aid in visualizing talent gaps, assessing workloads, and planning future hiring.
Assign responsibilities and accountability for specific tasks in cross-functional or project-based teams. For resource allocation, identify available personnel and their roles to optimize team building​. You can also aid IT teams by assigning responsibilities for managing technical systems in large-scale enterprises​.
Unaric Behind Org Chart
Org Chart is part of Unaric's suite of Salesforce applications. Unaric applications comprehend the responsibilities of various business departments, offering solutions for:
Revenue operations: Unaric equips you to optimize every step of your revenue journey, from prospecting tools like LinkedIn integration and data enrichment to asset and inventory tracking.
Service operations: Enhance your customers' experiences with communication tools, telephony integrations, insightful analytics, and comprehensive CS support solutions.
System administration: Maintain and optimize your Salesforce instance with Unaric's administration tools and features.
Unaric's team of business builders and entrepreneurs brings experience and expertise, helping businesses maximize their Salesforce investment. Visit Unaric's website to know the rest of the suite and get in touch to have a conversation.
﻿
﻿
Getting Started
What is Org Chart?

Why use Org Chart?

Use cases

Business management and operations

Human resources and onboarding

Project management

Unaric Behind Org Chart
