Case Study: How a Dynamic Organization Chart Improved Team Clarity

dynamic organization chart

Spotlight

A mid-sized technology company was experiencing rapid growth, adding new departments, onboarding talent, and expanding project teams every month. With hybrid work becoming the norm, employees began facing hurdles in finding the right contacts, understanding reporting lines, and navigating internal structures. They needed a solution that could evolve with them providing real-time clarity and quick discovery. 

Highlights

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Faster Onboarding
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Fewer Internal Support Requests

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More Cross-Team Collaboration

Customer’s Speak

Mike Reynolds

Legal Operations Manager 

Managing contracts manually led to missed deadlines, compliance risks, and inefficiencies. With SharePoint Contract Management, automation streamlined workflows, reduced manual effort, and ensured compliance. Now, we focus more on clients instead of paperwork.

Challenges Faced Before Implementing Employee Directory 365

While scaling up is always a positive sign, it does come with a few internal roadblocks. Here are some of the main concerns the client raised. 

1) Clarity Around Roles 
As the organization grew, it became difficult for team members to know who was handling what. This often led to misdirected messages, delays in decisions, and at times, repetitive work. People spent valuable time figuring out responsibilities instead of moving projects forward. 

2) Onboarding Felt Unstructured  
Many new employees shared that they felt unsure about whom to connect with during their early days. Without a clear view of team structures or points of contact, they found it challenging to settle in or start their work confidently. 

3) Updates on Leadership  
Important changes like role transitions, promotions, or new reporting lines—were typically shared via emails, but there was no central place to view these updates visually. This made it difficult for employees to stay aligned with the evolving structure. 

4) Cross-Team Connections Took Time 
Employees working across departments found it challenging to identify the right collaborators. Locating peers with relevant skills or roles in other teams often required multiple follow-ups, slowing down overall progress. 

5) Existing Charts  
The team relied on static spreadsheets to represent the org structure, but these quickly became outdated. Since they were not interactive or regularly updated, employees seldom used them as a reliable reference. 

How We Solved It – The Solution

The client faced challenges in finding the right contacts and enabling effective team collaboration. Employee Directory 365 helped improve visibility and simplify communication across the organization. 

1) Clickable Profiles for Every Employee 

With the dynamic organization chart, every employee has an interactive profile that’s just a click away. From their role and department to their reporting manager and contact details everything is visible in one place. Employees can simply hover over a profile and get the information they need instantly. This level of transparency fosters stronger internal connections and faster decision-making. 

2) Flexible Department and Team Views 
One of the most appreciated features was the ability to filter the dynamic organization chart by department, project team, or even office location. This flexibility made it easier for employees to focus on specific units when needed whether it was for internal meetings, planning discussions, or cross-team collaborations.  

3) Smart Search That Saves Time 
Finding the right colleague became incredibly efficient to our client with a robust search feature built into the dynamic organization chart. Employees could simply type a name, role, skill set, or function to instantly locate the right contact. This was especially valuable for new hires and cross-functional teams who needed quick access to internal experts without depending on lengthy introductions or outdated contact sheets. 

4) Access Across Devices  
Whether working remotely or traveling, employees could access the dynamic organization chart on both desktop and mobile devices. This meant no more delays caused by not having access to a system or needing to be on-site. People could search, connect, and collaborate from wherever they were.  

5) Updated Organizational Charts 
The dynamic org chart was clean, visually engaging, and automatically updated with every personnel change. Whether it was a new hire, a departmental move, or a role change, updates were reflected instantly without manual effort. This gave the entire organization a reliable, single source of truth when it came to team structure and reporting lines. 

Results & Business Impact

After implementation, the organization observed measurable improvements in internal collaboration and employee experience: 

1) 28% Improvement in Onboarding Speed 
New employees were able to navigate the organization more efficiently, quickly identifying key contacts and integrating into their teams with minimal support. 

2) 35% Reduction in Internal Support  
With increased visibility into roles and reporting lines, employees accessed the information they needed independently, reducing reliance on HR and admin teams. 

3) 42% Increase in Cross-Team Collaboration 
Improved clarity around team structures empowered employees to initiate interdepartmental communication and contribute more actively to collaborative initiatives. 

Industry

IT  

Location

Canada 

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