Comprehensive Guide to Org Charts in Office 365

Published on: March 15, 2019

Most companies, regardless of size, have a formal organizational structure. A good organizational structure is also essential for employees to understand who they should report to in specific situations and who has responsibility for various projects or pieces of work.

Organizational charts (org charts) are primarily designed to show the roles and relationships of employees at a glance. When rolled out effectively Org charts lead to efficiencies in team collaboration and business productivity, especially valuable for rising remote workforce.

This whitepaper explores the different ways you can create and manage organizational charts in Office 365 to help your business and employees get the most from them.

This is your comprehensive guide to organizational charts in Office 365.

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What's included in the guide:

The guide takes you through the common questions and challenges surrounding org charts in Office 365. We explain what you get by default in Office 365 and what’s possible via third-party add-ons. Here's an overview of what you get:

  • Introduction to organizational charts - including "why we need org charts" and an introduction to the methods for viewing and creating org charts in Office 365
  • The value of organizational charts - we list out the key benefits of org charts and how they are critical to Office 365 admins.
  • The challenges of organizational charts - we identify the common problems around creating, deploying and maintaining org charts.
  • What to expect out-of-the-box in Office 365 - we list out the ways you can use org charts in Office 365 and potential limitations in the out-of-the-box offerings.
  • Dedicated org chart solutions - we identify what additional value is possible from investing in a dedicated org chart solution.

Contributors: 

We could not have put together this guide without the contributions of the following Office 365 experts. Thanks to each of you for your input, guidance and tips for inclusion in the guide.

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