orgvue 3 Product Specification

These specifications relate to orgvue and its Lenses:

• People Lens
• People Tracking Lens
• Positions and Roles Lens
• Target and Actual Tracking Lens
• Activity Lens
• Competency Lens

People Lens specification

This specification relates to the features available with the purchase of the People Lens.

The People Lens is the base package of orgvue. Orgvue is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS). The Product enables the visualization and editing of organization structures and metrics.

The below describes all product features available specifically with People Lens:

• Data types supported

  • Text
  • Number
  • Date
  • Boolean
  • Lookups

• Data import / export via Excel, CSV and JSON formats

• Generation of Modelling and Reporting Packs

  • The creation of sets of visualizations into packs of slides for presentation and re-use
  • The ability to filter data displayed on a slide by multiple properties and dimensions
  • The ability to page data displayed on a slide by multiple properties

• Deployment of standard reporting packs including:

  • Spans and Layers Analysis
  • Workforce Size, Cost and Composition Analysis

• Visualizations of Organization Structures in multiple layouts including:

  • Worksheet
  • Aligned Tree
  • Dense Tree
  • Balloon Tree
  • Radial Tree
  • Sunburst Tree
  • Icicle Tree
  • Circle Pack
  • Tree map

• Configurable Cards for display of information within a hierarchy including:

  • Summary Card
  • Scaled Card
  • Node Card

• Visualization of data in Charts including:

  • Bar
  • Funnel
  • Line
  • Bubble / Scatter
  • Pie
  • Box Grid
  • Pivot Table

• The ability to export Tree visualizations to PowerPoint as editable objects

• The ability to export Charts to PowerPoint as images

• Editing of organizational data by:

  • dragging and dropping buckets of nodes to new values
  • re-parenting and re-ordering nodes in a hierarchy via drag and drop
  • creating, deleting, restoring and reverting edits to nodes
  • summary reporting on the data changes made

• Sharing of data via Views where permissions at column and row level can be set

• Role Based Access Control (RBAC) and Single Sign-on (SAML2). Security documentation can be found here.

Application limits

People Tracking Lens specification

The People Tracking Lens is a package of orgvue. Orgvue is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS). The Product enables the visualization and editing of organization structures and metrics. The below describes all product features available specifically with People Tracking Lens.

The People Tracking Lens utilizes all specifications from the People Lens, including Visualizations, Cards, Exporting, and Permissions.

In addition, the People Tracking Lens allows you to see how your organization has changed over time for 5 measures over different combinations.

Applications limits

Positions and Roles Lens specification

The Positions and Roles Lens is a package of orgvue. Orgvue (The Product) is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS). The Product enables the visualization and modeling of organization structures and metrics.

All features of the People Lens are included. The below describes the features and capabilities available with the purchase of the Positions and Roles Lens:

• Modelling of alternative design options and scenarios using drafts

• Visualization of links between people and positions on summary cards

• Aggregation of data across links using Gizmo

• Custom color palettes

• orgvue supports Role Based Access Control (RBAC), Attribute Based Access Control (ABAC) and Single Sign-On (SAML2). Security documentation can be found here.

Application limits

Target and Actual Tracking Lens specification

This specification relates to the features available with the purchase of the Target and Actual Tracking Lens.

The Target and Actual Tracking Lens is a package of orgvue. Orgvue is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS). The Product enables the visualization and editing of organization structures and metrics. The below describes all product features available specifically with Target and Actual Tracking Lens.

The Target and Actual Tracking Lens provides all functionality of the Position and Roles Lens.

In addition, the Target and Actual Tracking Lens allows you to:

1. Delta by Organizational Units: Report on the difference between actual and forecast by a dimensional hierarchy

2. Delta by Reporting Structure: Visualize the changes between 2 points in time within a reporting structure

3. Actual and Forecast Timeline: Report on the longitudinal trends between actual and forecast by dimension

Activity Lens specification

The Activity Lens is a package of orgvue available as an add on to the Positions and Roles Lens. Orgvue (The Product) is a Software as a Service (SaaS) application hosted on Amazon Web Services (AWS). This specification relates to the features available with the purchase of the Activity Lens.

Positions and Roles Lens is a prerequisite for Activity Lens and all features of Positions and Roles Lens apply.

The Activity Lens includes the following features:

• Survey questionnaire configuration:

  • Individual Activity survey
  • Pre-defined survey pages
  • Pre-defined survey questions
  • Custom survey questions
  • Participant Authentication

• Email survey links to selected people:

  • Select survey participants using multiple filters
  • Set up multiple participant groups to enable message customization and phased invitation
  • Send email reminders

• Survey completion progress tracking:

  • Pre-configured dashboard for aggregated statistics including the ability to group results by a chosen dimension
  • Individual-level progress tracking reporting

• orgvue Survey Admin is accessible by an admin user and supports Single Sign-On (SAML2)

Application limits

Competency Lens

The competency lens is currently under development and is not yet available.