Frequently Asked Questions
Fundamentals
of Organizational Charts
What is an organizational chart?
An organizational chart is a visual map of your company structure, showing departments, teams, and reporting relationships across the organization.
Why are organizational charts important for companies?
Org charts help clarify roles, streamline communication, strengthen alignment, and support strategic planning and HR decision-making.
How do I choose the right organizational chart structure?
The best structure depends on your organization’s size, goals, and workflows. Common options include hierarchical, matrix, flat, and divisional models. Choose the one that best reflects how your teams operate and collaborate.
Essential Features
& Smart Capabilities
What features should I look for in org chart software?
Prioritize features such as:
- drag-and-drop editing
- automatic updates from data sources
- spreadsheet and HRIS imports
- custom views and visual styles
- data filters and workforce insights
- collaboration tools
- secure sharing and permissions
- useful integrations
Can org charts be used for workforce planning?
Absolutely. Org charts are a foundational tool for workforce planning. They help leaders and HR visualize headcount, identify skill or staffing gaps, and plan for growth, restructuring, or budget optimization.
How do I create a dynamic or interactive organizational chart?
Use a cloud-based org chart platform featuring real-time updates, interactive nodes, data-driven insights, filters, and team-level views. These tools allow deeper exploration and collaboration compared to static diagrams.
Security
& Data Management
How secure is my company’s data in org chart software?
Modern org chart platforms use enterprise-grade security, encryption, role-based access, and compliance with standards like GDPR to ensure your organizational data stays protected.
How does OrgChart Agile handle frequent organizational changes?
OrgChart Agile is built for companies that evolve quickly.
Unlike manual tools like Visio, OrgChart Agile automates updates through HRIS connections, supports instant drag-and-drop changes, and enables real-time collaboration so teams can manage organizational updates efficiently at any scale.
How secure is the cloud-based software?
Absolutely — our solution is designed with enterprise-grade security and certified to the highest international standards. Here are the key elements that guarantee the protection of your data:
- ISO 27001 Certification
We are certified to ISO/IEC 27001, the leading international standard for Information Security Management Systems (ISMS).
This certification demonstrates that we follow globally recognized best practices for protecting information and that our security processes are independently audited and verified.
Our compliance is further supported by the ISO/IEC 27002:2022 code of practice for information security controls. - ISO 9001 Certification & GDPR Compliance
We are also certified to ISO 9001 for Quality Management.
In addition, we fully comply with the EU GDPR regulations:
your data is never shared with third parties and is processed only for legitimate and authorized purposes. - Tier IV Datacenter
Our infrastructure is hosted in a Tier IV datacenter, the highest level of reliability and redundancy. This ensures maximum uptime, fault tolerance, and continuous availability of your data and services.
Does OrgChart Agile support Single Sign-On (SSO) access?
Yes. OrgChart Agile supports Single Sign-On (SSO) to provide secure and seamless access for your users.
We integrate with major Identity Providers (IdPs) using industry-standard protocols such as SAML 2.0, LDAP, and OAuth/OpenID Connect.
Supported providers include Azure AD, Microsoft, Google, and other enterprise IdPs. If you need assistance configuring SSO for your organization, our team will support you throughout the setup and testing process.
OrgChart Agile
Highlights
Why choose OrgChart Agile?
OrgChart Agile delivers fast, flexible charting with real-time data sync, advanced planning tools, and deep integration with HR systems. It supports dynamic organizations with automatic updates, intuitive design tools, and enterprise-level security.
Does OrgChart Agile integrate with my HRMS?
Yes. OrgChart Agile offers integrations with leading HR platforms, including certified connectors for ADP, Workday, Personio, SuccessFactors, SAP, INAZ, Zucchetti and more. It also supports CSV/spreadsheet imports and SFTP connections for custom data flows.
Which browsers work with OrgChart Agile?
OrgChart Agile works with all major modern browsers, including Google Chrome, Microsoft Edge, Safari, and Firefox.
For the best experience and performance, we recommend using the latest version of your preferred browser. If you encounter any issues with a specific browser, please contact us and we will be happy to assist you.
Does OrgChart Agile offer a free trial?
Yes. OrgChart Agile offers a free, no-obligation 14-day trial so you can experience all key features before subscribing.
To request your free trial, simply click “Get a Demo” and fill out the form — our team will contact you right away to activate your access.