Key Features

Excel-Native Org Charts with Enhanced Security

Build professional org charts directly in Excel using your existing organizational data. No cloud uploads or external processing—everything happens locally within Excel, ensuring your sensitive personnel data remains entirely under your control. Created for Excel users by Excel experts, this add-in leverages your existing skills with no new software to learn.

 

Dynamic, Editable Charts

Unlike traditional org chart solutions that produce static images, Savvy Org Charts creates fully editable diagrams. Make instant changes to your chart structure, update information, or adjust designs without rebuilding from scratch. Your org charts remain fluid and adaptable as your organization evolves.

 

Comprehensive Customization & Filtering

Create the perfect org chart for any need with our powerful customization tools. Choose between 1, 2, or 3-level deep hierarchies for the right level of detail. Control exactly which employee information appears in each box, filter views by leader or any employee attribute, sort by any data field, and apply consistent color-coding to enhance visual understanding. Every aspect of your org chart is customizable to meet your specific requirements—all without complicated formatting work.

 

Preset Management

Save your favorite layouts and styling choices as presets. Quickly switch between different chart styles for various audiences and purposes without reconfiguring settings.

 

Seamless PowerPoint

Integration Create presentation-ready org charts that transition perfectly to PowerPoint. With a simple copy and paste, your professionally designed charts maintain full visual quality in presentations, with no reformatting needed.

​

Coming Soon

Scenario Planning Tools (Coming Q3 2025)

Model reorganization scenarios to visualize proposed changes before implementing them. Compare different reporting structures to optimize your organization design.

 

Change Management Tracking (Coming Q4 2025)

Keep a complete history of organizational changes. Document modifications with automatic logging to maintain accurate records of your evolving organization.

 

Advanced Organizational Metrics (Coming Q1 2026)

Analyze spans of control, management layers, and organizational costs automatically. Get instant insights into your organization's structure and efficiency metrics.

​

What Makes Us Different

Work with Your Data Where It Already Lives

Once your organizational data is in Excel (exported from your HRIS or maintained directly), Savvy Org Charts works with it immediately—no additional data transfers or uploads required. Your data stays exactly where it is, with all processing happening locally within Excel.

 

Always Editable Charts

Unlike most org chart tools that generate static images, Savvy Org Charts creates fully editable diagrams that remain flexible. Make changes anytime without rebuilding from scratch—your charts evolve as your organization does.

 

Designed By Organization Experts

Created by professionals who understand the real challenges of organizational design and workforce planning. We've built the tool we wished existed when managing organizational changes.​