Upcoming changes to Org Charts

Hali Wong
Hali Wong
  • Updated

We are pleased to announce a full upgrade to Athennian’s org chart functionality. Over the last year, we have been successfully working to rebuild the engine that visualizes entity data relationships into an org chart to support complex structures, filtering, sharing, and data management. 

 

Org_Charts.png 

 

By the end of July 2022, the following capabilities will be supported in Athennian:

 

Function

Description

Multi-parent Ownership

When two or more entities hold equity interests in a subsidiary, multiple relationship lines will be reflected with a line from each respective parent entity to the relevant subsidiary. In the outgoing org chart system, only wholly owned subsidiaries relationship lines are supported. 

Hook Stock

When a child entity holds an ownership interest in a parent, it is typically referred to as hook stock. Hook stock relationships are not presently visualized in the outgoing org chart system. Hook stock will be visualized following this release. 

Upward Connections

Following this release, you will be able to view the upward relationships in the org chart. When viewing a particular entity in Athennian’s current org chart system, only that entity’s subsidiaries are visualized. In this release, you will be able to view both that entity’s subsidiaries and parents.

New formats for exported org charts

In addition to editable .svg format, this release will add the ability to download org charts in PDF and PNG (non editable image) format.  

 

💡 Next steps and other things that we are thinking about

Based on the feedback you have shared we have outlined what the future of Org Charts could be. If you have additional feedback we would love to hear it through the Feedback Center or feedback@athennian.com.

 

Function

Description

Beneficial Ownership 

You can show and hide people with significant ownership or that are listed as beneficial controllers in an upward view of the structure. 

Toggle Entity Details

Add or remove data points about entities from the shapes in the org chart. Examples of data points include:


  • Biographical Entity Details
  • Voting Percentage
  • Equity Percentage
  • Shareclass name and number of shares
  • Directors and Officers

Navigate to Selected Entity from Org Chart

Click on an entity in the org chart and navigate to the entity’s profile in Athennian.

Filtering Entities based on Data

Refine org charts and show/hide different entities based on the following values:

  • Country
  • Region (Province/State)
  • Company Group
  • Entity Type
  • Minority/Majority ownership (based on voting or equity percentage threshold)

Line & Shape Formatting

Format relationship lines with options for changing the thickness, colour, style (example dashed), and opacity. This can be used to differentiate affiliates, subsidiaries and wholly owned subsidiaries. 

Define what shape you want to represent either an entity type or tax status. 

Stylebook

Save data and style preferences for org charts in a stylebook. If you have multiple org chart types that you need to produce for different stakeholders or scenarios, these types can be saved as “styles” in the Stylebook so the preferences can be applied in one click. 

Landscape and Portrait Mode for PDF Export 

When exporting to a PDF

Additional Format Options

Download to JPG and improved SVG where objects are ungrouped to facilitate easier editing. 

Improved Org Chart interactions in Athennian

We will be reviewing the experience of viewing and interacting with an org chart in the application to make it more user friendly.