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MS Office Tools vs Pingboard: Which Software is Better for Org Charts?

MS Office Tools vs Pingboard: Which Software is Better for Org Charts?

There’s no question you need an org chart for your company. An org chart is a vital tool for helping new hires understand the chain of command and can allow them to easily access contact info for their peers. HR or leadership teams find a lot of value in org charts for succession and workforce planning.

The question then is not if you should have an org chart, but how best to create it. Luckily, there are several software options available. But how do you choose which to use?

This guide provides a brief overview of how to build an org chart using Microsoft Office and Pingboard. We’ll also discuss the pros and cons of each option to help you decide which one is the best fit for your team.

How to Build an Org Chart with MS Office Tools

It’s possible to build an org chart in Microsoft Word, Excel, or PowerPoint. The steps are similar for each program, so we’ll use Word as an example.

First, open a new document, then navigate to the Insert tab. Click on the SmartArt dropdown, then select Hierarchy. Choose the Organizational Chart option.

org chart option - Word

 

Word will automatically generate a diagram and offer some design and formatting options in the top bar. A SmartArt Text box will also pop up. Insert info about an employee into each line, then the diagram will automatically display the text.

SmartArt Text

 

To learn how to add a new shape or import data from a spreadsheet into the document, visit our How to Build an Org Chart in Word article.

Check out our guides for building an org chart in Excel, Powerpoint, Google Sheets, and Visio.

If you would like to get a head start with building an org chart in MS Office here is a quick template:

Org Chart Template for Word

How to Build an Org Chart with Pingboard

There are three ways to build an org chart with Pingboard: importing a spreadsheet of employee data, syncing with an HR system you already use, or building an org chart from scratch.

Import a spreadsheet

Import a spreadsheet - build org chart

 

Click Sync & Import under the Admin menu. Choose CSV Import. Drag and drop your CSV file into the box, or click Choose a File and find the file in your computer’s browser. Click Continue.

From there, Pingboard will guide you through a few steps to finish setup and format your org chart. You’ll also show a preview page and a summary of the data being added to your org chart before you complete the import. Finally, click Import, sit back, and let Pingboard do the rest.

For a more in-depth guide to importing a spreadsheet, visit Pingboard’s Help Center.

Make your org chart updates automated

Do you store your employee data in another tool? Check out these step-by-step instructions for syncing with software supported by Pingboard:

Build organizational chart manually

Build organizational chart manually

Prefer to drag and drop roles for your org chart? While it might take a little longer, there’s no reason you can’t. You can quickly create a free Pingboard account, then choose to start with a blank slate, use a template, or play with an org chart demo before building your org chart by hand.

Here is a quick example of what Pingboard org charts look like, and a template to help you get started.

 

 

Tech Company Org Chart Template

 

Pros and Cons of Building an Org Chart with MS Office Tools

There are two primary benefits to using MS Office Tools:

However, using MS Office to create an org chart also has its share of disadvantages:

Pros and Cons of Building an Org Chart with Pingboard

There are more than a few upsides to using Pingboard to build your org chart and organize and share your company data.

When it comes to the org chart, Pingboard’s is:

Pingboard also keeps your team connected and informed, with these core features:

Pingboard does have some limitations:

Final Verdict: MS Office Tools or Pingboard?

In the end, your choice of software is determined by which functions and factors are most important to you. Pingboard is much more than an org chart: It comes packed with functionality that MS Office simply does not offer.

Pros and Cons of org chart building in Pingboard

 

In short, Pingboard isn’t just for building org charts. It improves company culture by connecting employees with a mobile directory, a get-to-know-you game, and a lightweight peer-to-peer recognition solution, among other things. MS Office might help you build an org chart for free, but Pingboard will encourage your employees to actually use that org chart in ways that foster a better workplace experience.

Best of all, it’s free to get started with Pingboard. Take the basic version for a test run before deciding to buy the full package for your team.

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