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.
By the end of July 2022, the following capabilities will be supported in Athennian:
Function |
Description |
|---|---|
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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. |
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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. |
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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. |
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Toggle Entity Details |
Add or remove data points about entities from the shapes in the org chart. Examples of data points include:
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Navigate to Selected Entity from Org Chart |
Click on an entity in the org chart and navigate to the entity’s profile in Athennian. |
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Filtering Entities based on Data |
Refine org charts and show/hide different entities based on the following values:
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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. |
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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. |
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Landscape and Portrait Mode for PDF Export |
When exporting to a PDF |
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Additional Format Options |
Download to JPG and improved SVG where objects are ungrouped to facilitate easier editing. |
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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. |
- Org Charts.png200 KB