SmartDraw Features
Logistics (4)
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Integration
Offers integration to a wide variety of HR software solutions.
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Data Import/Export
Import and export data to and from software applications
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Upload
Ability to manually upload the employee roster name by name
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Editing & Design (5)
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Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
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Update
Offer the ability to update the list as a business grows.
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Customize
Enable users to customize the design of the org chart.
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Details
Allow users to indicate different roles and departments on the chart.
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Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Collaboration (4)
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Integrated Communications
Integrates with outside communications software so its features can be used inside the application.
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Native Communications
Provides native communication channels within the application.
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Board Overview
Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion.
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Screen Sharing
Allows users to share their screen within the application.
Hardware (2)
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Required Hardware
Software requires a user to have specific hardware to support usage.
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Bring Your Own Device
Users can run the software on their own devices.
Security (2)
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Permissions
Users can provide permissions on specific accounts or workspaces to control access for specific workspaces.
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Single Sign-On (SSO)
Software provide integrated or native single sign-on (SSO).
Agentic AI - Org Chart (2)
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Visual Collaboration Platforms (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (126)
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Network Diagram
Diagram that depicts connections among nodes in a network
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
API
Application programming interface that allows for integration with other systems/databases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Task Management
Create, manage and track all task activities and progression
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Flowchart
Diagram that represents an algorithm, workflow, or process
Auto Update
Automatic update of information / software
Single Sign On
Allow users to access multiple services after entering their login credentials once
Project Planning
Organize and schedule projects
Customizable Reports
Alter the layout and content of reports
Image Library
Store and manage images
Real-Time Updates
Receive system updates as soon as any changes are made
Multi-Language
Manage and support multiple languages
Document Embedding
Embed diagrams directly into documents
Document Storage
Store and organize documents in a centralized system
Freehand Sketch
The ability to manual sketch/create a diagram
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Wiki
An informational database that allows users to add, delete, or revise content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Bottleneck Identification
Detect areas where test errors occur
Process Builder
Outline and document business processes via step-by-step building blocks
Team Management
Organizing a group of people to accomplish a task
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Status Tracking
Track the status over time for a request, process, asset, or transaction
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Video Conferencing
Connect with meeting participants remotely over video
Analytics
Tools for the systematic analysis of various types of data or statistics
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Screen Sharing
Digitally share screen view with others
Change Management
Track and monitor efficient handling of all changes/transitions
Document Management
Store, manage, and track all electronic documents in a centralized location
Visual Workflow Management
Create, design, and visually represent processes within the software
API
Application programming interface that allows for integration with other systems/databases
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Commenting/Notes
Leave comments and notes on documents for others to view
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Branding
Add customized logos and colors to align with company branding
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Single Sign On
Allow users to access multiple services after entering their login credentials once
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audio Calls
Ability to make voice calls within the system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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