Organimi

What Is Organimi?

Organimi is a cloud-based platform for creating and managing org charts. Organizations of any size, from small teams to large enterprises, use it to keep reporting structures accurate as headcount changes. Users can import company data from CSV or Excel files and arrange the chart using drag-and-drop editing. It also includes sharing controls that set who can view or edit a chart and which fields, such as salaries, remain private. Reports compare the organization across two time periods, and the data can be exported as a CSV file. Teams use these features to update charts and manage data during restructuring.

What Is Organimi Best For?

The software is best known for its SmartChart™ Legend feature, which displays organizational information visually. Users can configure custom fields, apply conditional formatting, and customize chart appearances to match their branding. Details such as role status, department, or hiring needs appear directly on the chart, so people do not need to open each profile to find them. This fits HR teams, executive assistants, and consultants who want to stop formatting charts manually in PowerPoint, as well as for growing organizations that need to spot open roles and structural gaps.

How Much Does Organimi Cost?

Organimi pricing starts at $22/month for up to 150 people charted. This plan, known as Basic, includes unlimited traditional charts, email support, basic custom fields, and more. Further pricing tiers of the software are as follows:

• Premium: Starting at $45/month for up to 150 people charted
• Enterprise: Custom pricing

The software also offers a free plan for organizations with up to 25 employees, as well as a 14-day free Premium trial. In addition to the base subscription costs, organizations should keep the following potential costs in mind based on industry benchmarks:

• Implementation: $0–$2,000 (one-time)
• Data Migration: $0–$1,500 (one-time)
• Training And Onboarding: $0–$1,500 (one-time)
• Customization And Configuration: $0–$2,000 (one-time)
• Security And Compliance Review: $500–$3,000 (one-time)

Users generally find Organimi’s pricing fair for what the software does. They like that it is affordable and based on the number of people charted. Some small companies cited that they must subscribe to a paid plan to print charts without a watermark.

Disclaimer: The pricing is subject to change.

Organimi Integrations

The software supports integration with platforms such as:

• Microsoft Teams
• Microsoft SharePoint
• Google Workspace software
• Azure Active Directory
• Salesforce
• BambooHR
• ADP Workforce Now

How Does Organimi Work?

Log in to your Organimi account then follow the steps below to use its features:

• Create an organizational chart by importing company data from a CSV or Excel file or by building the chart manually
• Set the reporting relationships and pick a layout, then add fields such as job title and department
• Add employee contact details, roles, and photos to a directory or photoboard
• Choose who can view or edit the chart and which fields stay private
• Share the chart with selected people or the whole company, or export it as a PDF, PPTX, or PNG file
• Compare people data from different time periods to review changes and reporting history
• Generate reports on organizational structure and employee data, then download them as CSV files or schedule them as daily, weekly, or monthly emails

Who Is Organimi For?

Organimi is suitable for a range of professional teams operating in sectors and organizations, including:

• Government
• Education
• Nonprofits

Organimi Use Cases

Based on our analysis of user reviews and Organimi’s current capabilities, we have identified key scenarios where this software is a good fit for organizations:

1. HR Teams Updating Org Charts After Frequent Personnel Changes

Org charts kept in slides or spreadsheets fall behind after every hire, promotion, or change in reporting lines. With Organimi, HR can export the chart to Excel, edit the records, and import the file again. The chart updates without being rebuilt. Companies that grow quickly and change personnel often get the most from this.

2. Growing Companies Helping New Hires Find The Right Contacts

Organimi creates a photoboard and a directory alongside each org chart. New hires usually do not know who sits where or who to contact, and they send the same questions to HR and their managers. When they can see faces, roles, and contact details in their first days, fewer of those questions come up.

3. Leadership Teams Planning Organizational Restructures

Restructuring is harder when leaders have not mapped their options in advance. Organimi lets a team drag roles and people into different positions to model a future structure. It also supports scenario and succession planning, so HR leaders and organizational design consultants can compare the current structure with a proposed one before they commit.

4. Sales Teams Mapping Contacts Across Related Client Accounts

Organimi can map a client organization and the relationships between its key contacts. Sales and account management teams with connected accounts have a hard time tracking contacts across them, and the embed feature links one org chart to another to address that. Dotted lines can also outline a path toward closing a deal.

5. Executive Assistants Preparing Org Charts For Leadership Presentations

A large org chart often runs past one page, which makes it hard to fit on a slide for a leadership meeting. Organimi exports branded charts as PDF, PPTX, or PNG and splits them across pages on its own. It can also print a single department. Executive assistants and HR teams use these options when they prepare structure updates for management.

Is Organimi Right For You?

If you are an organization that manages employee records and reporting structures and has to keep up with organizational changes, Organimi could be worth considering. Amazon, Shopify, the University of Toronto, Habitat for Humanity, and the Victoria State Government are among the organizations using it. The platform runs on Amazon Web Services and supports GDPR compliance, and you can choose to host your data in a specific region. Single sign-on is available on the Premium plan, which lets administrators control who can view organizational information.

Organizations now expect org chart software to reflect hires, departures, promotions, and reporting changes without HR having to redraw charts by hand. Organimi handles this through integrations with Microsoft Azure Active Directory, Microsoft 365, and Google Workspace, which update the chart as the source data changes. Teams that do not use those systems can import CSV or Excel files, or use Organimi Connect, to keep charts current.

Still unsure about Organimi? Connect with us at (661) 384-7070 for further guidance.