Matrix org chart solution for health care provider

Helping staff orientated themselves in a complex & dynamic environment
Introduction:
TeamImprover worked with a leading UK health care provider to deliver an effective solution to meet their organisational charting requirements. A need was identified to implement a system that would allow staff to quickly understand the structure of the teams they are assigned onto, increase cross-team communication and to allow new-joiners to the organisation to easily orientate themselves.

The challenge:
6000+ staff
300+ active projects and programmes
Matrix managed and project based organisation.
Matrix and line manager reporting structures.
Staff are allocated onto multiple projects forming virtual teams.
The project approach:
Step one
Design, analysis and proposal
Step two
Implementation
phase
Step three
Deployment and configuration
Step four
Evaluation, testing and client sign-off
Solution Details:
Custom home page

TeamOrgChart was configured to display a custom home page for each staff member showing that individuals:

  • Matrix reporting structure
  • Current projects
  • Direct reports and matrix managers

Each element was hyperlinked allowing staff to intuitively browse the organisation structure.

A customised search option allowed simple searching of staff, projects and portfolios.

Line Management Chart

A line mangement chart was configured this provides a traditional, browsable organisation chart.

The organisation chart combined data from a variety of sources ( SQL Server and SharePoint Online )

Additional Info

The "Information PopUp" on the Line Management Chart was enhanced to display the matrix of the individual as well as information from a backoffice HR system and Office 365.

The current active projects assigned to each individual are displayed and linked to the "Project" organisation chart.

Project-based charts

Consistent and accurate "Project" organisation charts were generated.

These are dynamically generated from the clients staff allocation system and change as staff are allocated to and roll-off projects.

Branding

TeamOrgChart can be branded and it was a simple task to take the clients in-house style guide and apply the appropriate logo and colour scheme.

Architecture

The client selected to self-host an instance of TeamOrgChart.

We worked with the their IT team to install, configure and commission the instance within their Azure cloud subscription and provided subject matter input into their Change Control process.


Do you have charting requirements?

If you have any organisation charting requirements that you would like to discuss then please do not hesitate to contact us at info@teamimprover.com