Orgvue Product Specification
These specifications relate to Orgvue and its License Structure.
Orgvue is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS), and is a highly configurable platform designed to understand and model organizational data (people, positions, roles).
Core license options provide foundational capability for analysis and to-be design or planning; module add-ons provide access to configured solutions and capabilities that augment organizational data and unlock new use cases.
Customers have access to solution templates specific to their license and module add-ons, which are configured to meet specific data and business requirements.
Configuration activities are completed by a team of experts in partnership with the end customer or user.
Orgvue License Structure​
Core License Options​
Org Insights​
Our core insights offering is designed to create a view of the full enterprise structure and enables:
- Data cleaning
- Visualizing org charts
- Workforce and organization analytics (current state)
- Custom analytics & reporting
- Headcount and cost monitoring (joiner, mover, leaver) based on historic data
Org Design​
Enables organizational design for targeted areas of the business (area based on license scope).
Configuration available to meet the needs of design or transformation, including:
- Scenario modelling and impact analysis
- Incorporating organic changes to actuals data into an in-flight design
- Modelling of alternative design options and scenarios
- Talent selection & transition management
Module Add-ons​
People Planning​
Supports talent-related processes, including succession planning and other customizable talent management solutions.
Strategic Workforce Planning​
Facilitates long-term workforce planning aligned to strategic business objectives, including the definition of select drivers expected to impact supply and demand by planning group over a time.
Position Planning & Governance​
Provides clarity and flexibility around operational workforce planning and position management.
Skills & Competencies​
Enables detailed modeling and analysis of workforce skills and competencies based on data collected (see Surveys) or uploaded.
External Benchmarking​
Allows comparison of internal organizational metrics against external benchmarks.
Activity & Process​
Supports the analysis and modeling of organizational activities and processes and the impact that changing work has on people and positions based on data collected (see Surveys) or uploaded.
Advanced Tracking​
Provides enhanced capabilities for tracking organizational metrics against defined targets.
Comparative Insights​
Offers comparative analysis across organizational data sets to drive further insight, enabling creation of custom benchmarks and deeper understanding of KPI movement
Henshaw AI (coming soon)​
Integrates advanced artificial intelligence tools to enhance organizational analysis and decision-making.
Technical enhancements​
Surveys​
In-built surveys are designed to capture data from employees and/or team managers on how work is completed (activities) or what skills are possessed (competencies) in the organization today.
Data is captured in a way that is compatible with activity and competency analysis and modelling.
System requirements​
Orgvue requires the following minimum computer specification:
- Windows or Mac computer with latest operating system
- 8GB RAM (16GB or above recommended)
- Google Chrome or Microsoft Edge Browser updated to the latest stable release
- Internet connection with a download speed of 10Mbps or above with a ping interval no greater than 100ms
- Microsoft Office 365 PowerPoint or Google Slides to enable the export of Tree visualizations as editable objects
- Microsoft Office 365 PowerPoint or Google Slides to enable the export of other slide types as images
While Orgvue will operate on lower specification computers, performance with larger datasets will be limited by available memory and system resources
Features​
Core features are available across license packages and modules
- Data types supported
- Orgvue supports Unicode Characters and encodes all data in UTF8. This means that almost all characters in modern languages will appear as expected in Orgvue. Please note that Orgvue only supports left to right languages.
- Number
- Date
- Boolean
- Creation of calculated properties using Gizmo (Orgvue’s Domain Specific Language)
- Branding within Orgvue tenant (addition of company logo)
- Data import / export via CSV
- Generation of Modelling and Reporting Packs
- The creation of sets of visualizations into packs of slides for presentation and re-use.
- The ability to filter data displayed on a slide by multiple properties and dimensions.
- The ability to page data displayed on a slide by multiple properties.
- Visualizations of Organization Structures in multiple layouts including:
- Worksheet
- Aligned Tree
- Dense Tree
- Balloon Tree
- Radial Tree
- Sunburst Tree
- Icicle Tree
- Circle Pack
- Tree map
- Configurable Cards for display of information within a hierarchy including:
- Summary Card
- Scaled Card
- Node Card
- Visualization of data in Charts including:
- Bar
- Funnel
- Line
- Bubble
- Pie
- Box Grid
- Changes Report
- The ability to export Tree visualizations to Microsoft Office 365 PowerPoint as editable objects
- The ability to export Charts to Microsoft Office 365 PowerPoint as images
- Editing of organizational data by:
- Dragging and dropping buckets of Nodes to new values
- Re-parenting and re-ordering nodes in a hierarchy via drag and drop
- Creating, deleting, restoring and reverting edits to Nodes
- Summary reporting on the data changes made to Nodes.
- Sharing of data based on permissions set at the column and row level
- Role Based Access Control (RBAC) and Single Sign-on (SAML2). Information on our Security & Compliance standards HERE.
- Custom color palates
Design features available with the Organization Design core license
- Generate ‘future state’ design linked to an as-is baseline
- Segment design work into workstreams
- Delegate design work to users based on security and user profile
- Compare design scenarios with the original baseline
Strategic Workforce Planning features available with module add-on
- Create a workforce plan at determined intervals (month, quarter, year) based on defined role clusters
- Generate demand and supply forecasts by planning group based on volume, project-based and ratio drivers
- Account for known joiners/leavers, vacancies
- Calculate supply and demand gaps by time period and by group to identify risks
Survey features available with technical enhancement
The configuration, sending and tracking of activity surveys (both individual and team-based) with the following options available:
- Upload your own logo to the survey
- Choose primary and secondary survey UI colours
- Choose to collect time by percentage or number of hours spent
- Team data validation – request survey participants to confirm or update specific data about their team members (configurable)
- Template questions are available for:
- Accountability
- Motivation
- Comments
- Improvement Action
- Core work
- User defined questions can be added, with the following question formats supported:
- Text
- Long Answer Text (with customizable character limit)
- Number:
- Rating (e.g., from Very Dissatisfied to Very Satisfied on a 5-point scale)
- Stepper
- Boolean (TRUE or FALSE)
- Date
The following features are available for the sending of surveys:
- Select survey participants using multiple filters
- Set up multiple participant groups to enable message customization and phased invitation
- Send email reminders to specific individuals and groups
- Download survey links via spreadsheet to send via internal email messaging system
The following features are available for the tracking of survey responses:
- Pre-configured dashboard for aggregated statistics including the ability to group results by a chosen dimension
- Track the completion status of individual survey respondents
Application limits​
This table details recommended limits for the core and adjacent applications.
While most features have no hard limits, it should be noted that decreased performance may be experienced in the application if these limits are exceeded.
| Item | Applicable license/module | Limit |
|---|---|---|
| Maximum number of Datasets | All | 1,000 |
| Maximum number of properties in a dataset | All | 150 |
| Maximum number of Packs | All | 1,000 |
| Maximum number of Views per Dataset | All | 50 |
| Maximum size of datasets | All | Limited by available memory and system resources (Recommended upper limit 250,000 nodes with 100 properties on a high specification laptop) |
| Maximum number of slides in a Pack | All | 50 |
| Character limit in slide title | All | 50 |
| Maximum number of lines displayed of a multi-line property | All | 20 |
| Maximum number of groups on a chart | All | 500 |
| Maximum number of interactive nodes displayed | All | 500 |
| Maximum number of cards exported as PowerPoint objects | All | 500 |
| Minimum memory requirement | All | 8GB Ram (16GB or above recommended) |
| Items displayed in a drop-down list | All | 500 |
| Browser support | All | The latest stable release of Google Chrome or Microsoft Edge |
| Internet connection | All | Required, with a download speed of 10Mbps or above with a ping interval no greater than 100ms |
| Number of concurrent users | All | 500 |
| Supported date formats | All | Orgvue supports the ISO standard date format: YYYY-MM-DD. Note that YYYY-M-D format is not supported |
| Maximum number of custom color palettes | All | 10 |
| Minimum number of colors that can be applied to custom palettes | All | 2 |
| Maximum number of colors that can be applied to custom palettes | All | 36 |
| Maximum number of Drafts applied to a Dataset | Org Design | 20 |
| Maximum number of target states that can be set | Tracking | 1 |
| Maximum number of timelines represented | Tracking | 1 |
| Maximum number of aggregations | Tracking | 150,000 |
Application limits - Strategic Workforce Planning​
This table details the limits for the Strategic Workforce Planning application.
| Item | Applicable license/module | Limit |
|---|---|---|
| Number of planning dimensions per planning group | Strategic Workforce Planning | 3 |
| Maximum size of dataset in unique positions or people (rows) | Strategic Workforce Planning | 50K |
| Maximum number of unique workforce segments (defined by role clusters, business unit, location attributes) | Strategic Workforce Planning | 3K |
Application limits - Surveys​
This table details the recommended limits for the Survey Admin application. While most features have no hard limits, it should be noted that decreased performance may be experienced in the application if these limits are exceeded.
| Item | Applicable license/module | Limit |
|---|---|---|
| Maximum number of surveys per tenant | Surveys | 50 |
| Maximum number of questions per page | Surveys | 20 |
| Maximum number of Properties displayed on a table | Surveys | 20 |
| Maximum number of participants per survey | Surveys | 4,000 |
| Maximum number of participant groups | Surveys | 20 |
| Maximum number of participants/emails per group | Surveys | 1,000 |
| Survey title character limit | Surveys | 120 |
| Survey description character limit | Surveys | 300 |
| Survey question character limit | Surveys | 500 for long-answer questions |
| Maximum number of items in an activity taxonomy | Surveys | A survey can include up to 4,000 items. This total is calculated as: Number of taxonomy records × number of employees in the manager’s team survey. For example, if the taxonomy has 400 records and the manager’s team survey includes 10 direct reports, the survey contains 4,000 items |
| Number of concurrent users | Surveys | 500 |
| Supported browser | Surveys | For the best experience we recommend using the latest stable release of Google Chrome or Microsoft Edge |