Goal

To enhance the current user experience for users to navigate around the organization chart.

Problem

Based on feedback from our clients who interact regularly with our Client success team, we found that certain functions in our organization chart to be inefficient. We also found that our users would like to be able to perform more task but our functions are limited.

Some of the challenges they faced are:

  • Profile view forces users to exit current screen

  • Understanding the linear management

  • Searching for an employee

  • Search result is not obvious

  • Design looks outdated

Strategy

Revamp the entire organization chart to enhance the user experience and solve the problems that users are facing.

Current Feature

The visuals does not look contemporary and there are limited functions that users can perform here.

The biggest drawback is that when users want to access an employee’s profile from the organization chart, they will be redirected to a different page. We received feedback that our users would like to remain on the same page while accessing an employee’s profile.

Users would also like to be able to search for employees and departments through filters which our current platform does not have.

New Organization Chart

The new concept would allow users to perform task such as:

  • Filter and search via department

  • Double click arrow that allows users to quick view the entire team (limited to three levels as our system has it’s limitations)

  • View an employee’s profile without being directed to a different page

  • Adjust level limits for department view

Users will also be able to view an employee’s direct linear hierarchy.