How to Select the Right Org Chart Software for You

An 8 Step Guide and workbook to understand how to select the right org chart software for your organization. 

Download the ebook to learn:

Why an organizational chart will benefit your organization and how it will be used by your employees

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Organization charts help employees do their jobs. It helps in onboarding, when someone is looking for a resource, and to better understand the organization as a whole. But what are the major considerations you should think about as you define the requirements for your internal org chart? 

The major elements you should consider to help you select the right tool for your organization

How to find the ROI of an org chart and get buy-in from key stakeholders

How to Build a Best-in-Class Digital Workplace

Organization charts help employees do their jobs. It helps in onboarding, when someone is looking for a resource, and to better understand the organization as a whole. But what are the major considerations you should think about as you define the requirements for your internal org chart?

Curious what kinds of resources you'll be getting? Check out a sneak peek below

Worksheets to help you decide what you need your org chart to do 

A part of Rocket Mortgage since 1997, Bob oversees the day-to-day operations of the business, focusing on strategic planning and leveraging synergies among various operational teams.

Previously as Chief Economist and Executive Vice President, he oversaw Capital Markets and Servicing operations at Quicken Loans. He has been instrumental in overseeing the teams that manage interest rate risk management, trading and product development. 

Mike joined the company in 2015 and now leads The Pulse (what other companies call human resources), Team Member Learning and Development, and Team Member Workspace and Environment. 

These combined teams work together to ensure that every team member can build an amazing career, enhance their well-being, build a stable financial future, and have an amazing team member experience. He has also been a pivotal leader in heading Rocket Companies' Covid-19 response. 

Since joining the company in 2017, Brian has worked to guide the digital strategy at Rocket Mortgage and direct the culture of the company's tech teams.

Above all he works to ship products that make Rocket Mortgage's clients feel confident and happy and he works to grow teams that have a shared sense of purpose and mission.

Like what you see so far? 

Download the ebook now

Curious what kinds of resources you'll be getting? Check out a sneak peek below

Brian Woodring

Like what you see so far? 

Like what you see so far? 

Bob Walters

Mike Malloy

Download the ebook now

On why culture is so important to Rocket Mortgage

How do we [at Rocket Mortgage] make decisions? A lot of it comes down to culture. When you know who you are, the decisions are easy.

On how Rocket Mortgage approached their COVID response

Rocket leaders asked: What can we do in this new environment that's different? How can we listen, and how can we ramp up our communication to humanize this experience?

On building a digital workplace that works

You can't have one set of rules when building for customers, and a different set of rules when building for team members. You have to put the user first.

Fillable tables to help you make your decision

Fillable tables to help you make your decision

Worksheets to help you decide what you need your org chart to do