How live SharePoint org charts replaced manual PowerPoint diagrams at Giunti Psychometrics

In this article Giunti Psychometrics shares their experience of improving organizational clarity with Plumsail Org Chart for SharePoint. You’ll see what challenges they faced, how they customized the solution, and the impact it made on their daily work.

In this article:

• About Giunti Psychometrics
• Challenge: manual PowerPoint org charts slowed HR updates
• Solution: real-time org charts in SharePoint with Entra ID
• Impact: real-time data saved HR hours and improved accuracy
• Get started with Plumsail Org Chart for SharePoint

About Giunti Psychometrics

Founded in Florence in 1950, Giunti Psychometrics is the first Italian publisher of psychometric tools and a leading European player in psychological assessment. For 75 years, we have combined scientific rigor and innovation to develop reliable tests and solutions that support professionals in healthcare, education, business, and research.

Today, Giunti Psychometrics operates in over 20 companies across 16 countries, delivering more than one million assessments each year. Through our digital platforms and science-based approach, we empower specialists and organizations worldwide to promote growth, performance, and psychological well-being.

Challenge: manual PowerPoint org charts slowed HR updates

Before using Plumsail Org Chart, we managed our organizational charts through PowerPoint presentations. It was a tedious process that required constant manual updates and didn’t offer real-time visibility.

Initially, we considered several options:

• In-house development was quickly ruled out due to limited developer availability.
• Microsoft 365 Power Automate with templates was another idea, but the complexity and time required to fully define requirements made it impractical.

This led us to evaluate off-the-shelf solutions that could save time and integrate smoothly into our ecosystem.

Among the ready-made solutions we assessed were Origanimi and OrgChart Agile. However, we found that Plumsail Org Chart stood out for three key reasons:

• Native integration with SharePoint and Entra ID
• Cost-effectiveness compared to other alternatives
• Flexibility to adapt to our specific requirements

This balance of simplicity and power made Plumsail Org Chart the natural choice.

Solution: real-time org charts in SharePoint with Entra ID

We rolled out Org Chart on our SharePoint intranet through web parts, connected to Entra ID as the main data source.

Key setup details:

• Custom attributes for assistants and dotted-line reporting (functional managers).

• CSS and template customization to align the chart’s look and feel with company branding.

• Customized display details to ensure clarity and professionalism.

This combination gave us a tool that was not only functional but also visually appealing. With Plumsail Org Chart, we could easily customize the look and feel of cards and templates, creating a chart perfectly aligned with our branding.

💡 If you’d like to create a similar setup using Entra ID as a data source, check out the documentation on connecting Org Chart to Entra ID.

Impact: real-time data saved HR hours and improved accuracy

After implementing the Org Chart for SharePoint, we now have real-time organizational data automatically available, eliminating the need for HR to manually update PowerPoint files after every company change.

This has freed up significant time for our HR colleagues and improved accuracy. Integration with SharePoint has also made sharing the chart across the organization effortless.

Today, even our CEO has access to a real-time, always-updated organizational chart, making decision-making faster and ensuring everyone across the company shares a consistent, up-to-date view of the structure.

Get started with Plumsail Org Chart for SharePoint

You can start your free one-month trial of Plumsail Org Chart for SharePoint Online to explore its features in your environment.

If you have any questions or need a hand getting started, feel free to book a call with our team.