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Best Succession Planning Software for Medium-Sized Businesses

Grace Savides
GS
Researched and written by Grace Savides

Products classified in the overall Succession Planning category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Succession Planning to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Succession Planning category.

In addition to qualifying for inclusion in the Succession Planning Software category, to qualify for inclusion in the Medium-Sized Business Succession Planning Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Succession Planning Available
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    G2 Score
UKG Pro
(2,154)4.3 out of 5
1st Easiest To Use in Succession Planning software
View top Consulting Services for UKG Pro
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Designed for organizations that prioritize diverse workforces and cultures of trust and belonging, UKG Pro® puts people at the center of your strategy. From HR and complex payroll to talent and indust

    Users
    • Payroll Manager
    • HR Generalist
    Industries
    • Hospital & Health Care
    • Oil & Energy
    Market Segment
    • 48% Mid-Market
    • 46% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • UKG Pro is a Human Resource Management System that combines many HR-modules in one platform, including payroll, benefits, attendance, talent management, and recruiting.
    • Users frequently mention the ease of use, the strong reporting tool section, and the self-service feature that allows basic tasks to be done independently.
    • Reviewers mentioned issues with customer support, the high cost for mid-size firms, and difficulties with configuration, workflows, and settings.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • UKG Pro Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    174
    Helpful
    86
    Customer Support
    65
    Intuitive
    65
    Features
    64
    Cons
    Not User-Friendly
    47
    Learning Curve
    42
    Poor Customer Support
    37
    Limited Features
    33
    Not Intuitive
    33
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • UKG Pro features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Performance
    Average: 8.7
    8.4
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    UKG
    Company Website
    Year Founded
    1977
    HQ Location
    Weston, FL
    Twitter
    @UKGInc
    42,835 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,048 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Designed for organizations that prioritize diverse workforces and cultures of trust and belonging, UKG Pro® puts people at the center of your strategy. From HR and complex payroll to talent and indust

Users
  • Payroll Manager
  • HR Generalist
Industries
  • Hospital & Health Care
  • Oil & Energy
Market Segment
  • 48% Mid-Market
  • 46% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • UKG Pro is a Human Resource Management System that combines many HR-modules in one platform, including payroll, benefits, attendance, talent management, and recruiting.
  • Users frequently mention the ease of use, the strong reporting tool section, and the self-service feature that allows basic tasks to be done independently.
  • Reviewers mentioned issues with customer support, the high cost for mid-size firms, and difficulties with configuration, workflows, and settings.
UKG Pro Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
174
Helpful
86
Customer Support
65
Intuitive
65
Features
64
Cons
Not User-Friendly
47
Learning Curve
42
Poor Customer Support
37
Limited Features
33
Not Intuitive
33
View All Pros and Cons
UKG Pro features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.3
9.0
Performance
Average: 8.7
8.4
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
UKG
Company Website
Year Founded
1977
HQ Location
Weston, FL
Twitter
@UKGInc
42,835 Twitter followers
LinkedIn® Page
www.linkedin.com
16,048 employees on LinkedIn®
OrgChart
(265)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Succession Planning software
Save to My Lists
Entry Level Price:Starting at $1,260.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OrgChart is a leading org chart automation and workforce planning solution, built for HR professionals and the people leaders they support. OrgChart seamlessly integrates employee data from multiple s

    Users
    • HRIS Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 71% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OrgChart Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Org Chart
    36
    Helpful
    35
    Org Charts
    33
    Customer Support
    24
    Cons
    Learning Curve
    21
    Not Intuitive
    11
    Steep Learning Curve
    11
    Complexity
    9
    Not User-Friendly
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OrgChart features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    8.9
    Performance
    Average: 8.7
    8.6
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OrgChart
    Company Website
    Year Founded
    2005
    HQ Location
    Novato, California
    Twitter
    @theorgchart
    1,930 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OrgChart is a leading org chart automation and workforce planning solution, built for HR professionals and the people leaders they support. OrgChart seamlessly integrates employee data from multiple s

Users
  • HRIS Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 71% Mid-Market
  • 27% Enterprise
OrgChart Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Org Chart
36
Helpful
35
Org Charts
33
Customer Support
24
Cons
Learning Curve
21
Not Intuitive
11
Steep Learning Curve
11
Complexity
9
Not User-Friendly
8
View All Pros and Cons
OrgChart features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
8.9
Performance
Average: 8.7
8.6
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
OrgChart
Company Website
Year Founded
2005
HQ Location
Novato, California
Twitter
@theorgchart
1,930 Twitter followers
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®

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Quantum Workplace
(782)4.3 out of 5
Optimized for quick response
3rd Easiest To Use in Succession Planning software
Save to My Lists
Entry Level Price:$4.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Quantum Workplace is the all-in-one HR platform that helps you build better managers, identify top talent, and keep your best people. We turn fragmented talent data into connected insights, giving

    Users
    • Manager
    • Human Resources Manager
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 49% Enterprise
    • 41% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Quantum Workplace is a user-friendly platform with AI functionality, designed for setting goals, conducting performance evaluations, and facilitating feedback among colleagues.
    • Reviewers appreciate the platform's ease of use, the AI-driven editing capability for clear and constructive feedback, and the seamless initial setup process.
    • Users experienced issues with the interface, such as the sizing of the text box and the amount of space the remainder of the page takes up, and found some parts of the user interface inconsistent.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Quantum Workplace Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    152
    Goal Setting
    101
    Helpful
    90
    Intuitive
    74
    Feedback Management
    61
    Cons
    Difficult Navigation
    33
    Not User-Friendly
    33
    Goal Confusion
    32
    Navigation Difficulty
    29
    Feedback Issues
    28
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Quantum Workplace features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Performance
    Average: 8.7
    8.5
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Quantum Workplace
    Company Website
    Year Founded
    2002
    HQ Location
    Omaha, NE
    Twitter
    @QuantumWork
    1,926 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    139 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Quantum Workplace is the all-in-one HR platform that helps you build better managers, identify top talent, and keep your best people. We turn fragmented talent data into connected insights, giving

Users
  • Manager
  • Human Resources Manager
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 49% Enterprise
  • 41% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Quantum Workplace is a user-friendly platform with AI functionality, designed for setting goals, conducting performance evaluations, and facilitating feedback among colleagues.
  • Reviewers appreciate the platform's ease of use, the AI-driven editing capability for clear and constructive feedback, and the seamless initial setup process.
  • Users experienced issues with the interface, such as the sizing of the text box and the amount of space the remainder of the page takes up, and found some parts of the user interface inconsistent.
Quantum Workplace Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
152
Goal Setting
101
Helpful
90
Intuitive
74
Feedback Management
61
Cons
Difficult Navigation
33
Not User-Friendly
33
Goal Confusion
32
Navigation Difficulty
29
Feedback Issues
28
View All Pros and Cons
Quantum Workplace features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.3
9.0
Performance
Average: 8.7
8.5
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Quantum Workplace
Company Website
Year Founded
2002
HQ Location
Omaha, NE
Twitter
@QuantumWork
1,926 Twitter followers
LinkedIn® Page
www.linkedin.com
139 employees on LinkedIn®
Cornerstone Performance
(121)4.0 out of 5
9th Easiest To Use in Succession Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cornerstone Performance enables companies to revamp the employee experience with clear & measurable goals, transparent career paths, targeted development plans, and continuous feedback channels.

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Financial Services
    Market Segment
    • 47% Enterprise
    • 45% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cornerstone Performance Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    1
    Functionality
    1
    Cons
    Complex Administration
    1
    Complex Features
    1
    Complexity
    1
    Complex Setup
    1
    Complex UI
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cornerstone Performance features and usability ratings that predict user satisfaction
    8.2
    Has the product been a good partner in doing business?
    Average: 9.3
    8.3
    Performance
    Average: 8.7
    7.6
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cornerstone OnDemand
    Year Founded
    1999
    HQ Location
    Santa Monica, CA
    Twitter
    @CornerstoneInc
    13,001 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,303 employees on LinkedIn®
    Ownership
    NASDAQ: CSOD
Product Description
How are these determined?Information
This description is provided by the seller.

Cornerstone Performance enables companies to revamp the employee experience with clear & measurable goals, transparent career paths, targeted development plans, and continuous feedback channels.

Users
No information available
Industries
  • Hospital & Health Care
  • Financial Services
Market Segment
  • 47% Enterprise
  • 45% Mid-Market
Cornerstone Performance Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
1
Functionality
1
Cons
Complex Administration
1
Complex Features
1
Complexity
1
Complex Setup
1
Complex UI
1
View All Pros and Cons
Cornerstone Performance features and usability ratings that predict user satisfaction
8.2
Has the product been a good partner in doing business?
Average: 9.3
8.3
Performance
Average: 8.7
7.6
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Cornerstone OnDemand
Year Founded
1999
HQ Location
Santa Monica, CA
Twitter
@CornerstoneInc
13,001 Twitter followers
LinkedIn® Page
www.linkedin.com
4,303 employees on LinkedIn®
Ownership
NASDAQ: CSOD
Cornerstone Learning SBX
(192)4.0 out of 5
8th Easiest To Use in Succession Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cornerstone Learning SBX is a global leader in next-generation cloud solutions for talent management. The company helps organizations transform the way they work by enabling the continuous learning, e

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Information Technology and Services
    Market Segment
    • 68% Enterprise
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cornerstone Learning SBX Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Learning
    6
    Learning Experience
    6
    Functionality
    5
    Flexibility
    3
    Cons
    Missing Features
    5
    Improvement Needed
    4
    Limited Features
    4
    Improvements Needed
    3
    Limited Functionality
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cornerstone Learning SBX features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 9.3
    8.7
    Performance
    Average: 8.7
    8.8
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cornerstone OnDemand
    Year Founded
    1999
    HQ Location
    Santa Monica, CA
    Twitter
    @CornerstoneInc
    13,001 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,303 employees on LinkedIn®
    Ownership
    NASDAQ: CSOD
Product Description
How are these determined?Information
This description is provided by the seller.

Cornerstone Learning SBX is a global leader in next-generation cloud solutions for talent management. The company helps organizations transform the way they work by enabling the continuous learning, e

Users
No information available
Industries
  • Hospital & Health Care
  • Information Technology and Services
Market Segment
  • 68% Enterprise
  • 23% Mid-Market
Cornerstone Learning SBX Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Learning
6
Learning Experience
6
Functionality
5
Flexibility
3
Cons
Missing Features
5
Improvement Needed
4
Limited Features
4
Improvements Needed
3
Limited Functionality
3
View All Pros and Cons
Cornerstone Learning SBX features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 9.3
8.7
Performance
Average: 8.7
8.8
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Cornerstone OnDemand
Year Founded
1999
HQ Location
Santa Monica, CA
Twitter
@CornerstoneInc
13,001 Twitter followers
LinkedIn® Page
www.linkedin.com
4,303 employees on LinkedIn®
Ownership
NASDAQ: CSOD
Plum
(71)4.4 out of 5
5th Easiest To Use in Succession Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Plum helps organizations unlock the power of durable soft skills to build stronger, more adaptable teams. Our behavioral assessment delivers predictive insights across the entire talent lifecycle,

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 48% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Plum features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    7.5
    Performance
    Average: 8.7
    5.0
    Interoperability
    Average: 8.0
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Plum.io
    Company Website
    Year Founded
    2012
    HQ Location
    Kitchener, Ontario
    Twitter
    @plum_io
    2,359 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Plum helps organizations unlock the power of durable soft skills to build stronger, more adaptable teams. Our behavioral assessment delivers predictive insights across the entire talent lifecycle,

Users
No information available
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 48% Mid-Market
  • 31% Small-Business
Plum features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
7.5
Performance
Average: 8.7
5.0
Interoperability
Average: 8.0
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Plum.io
Company Website
Year Founded
2012
HQ Location
Kitchener, Ontario
Twitter
@plum_io
2,359 Twitter followers
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
Pilat Talent Management
(26)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ASSESS. CALIBRATE. ACTION. Talent Management made easy. Employee career summary Employee career aspirations Assessment for Manager talent Talent Review process

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 54% Mid-Market
    • 27% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pilat Talent Management features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.3
    Performance
    Average: 8.7
    9.3
    Interoperability
    Average: 8.0
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Pilat
    Year Founded
    1974
    HQ Location
    Hertford, England
    Twitter
    @PilatHR
    1,309 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    142 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ASSESS. CALIBRATE. ACTION. Talent Management made easy. Employee career summary Employee career aspirations Assessment for Manager talent Talent Review process

Users
No information available
Industries
No information available
Market Segment
  • 54% Mid-Market
  • 27% Small-Business
Pilat Talent Management features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.3
9.3
Performance
Average: 8.7
9.3
Interoperability
Average: 8.0
0.0
No information available
Seller Details
Seller
Pilat
Year Founded
1974
HQ Location
Hertford, England
Twitter
@PilatHR
1,309 Twitter followers
LinkedIn® Page
www.linkedin.com
142 employees on LinkedIn®
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7 Listings in Succession Planning Available
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