Whats New

In addition to general editorial changes and corrections, this release of the documentation contains the following main changes in the release of the Nakisa Workforce Planning Portfolio2025.R2:

General

Your in-app Nakisa AI Assistant is here - get instant answers about product features and how to use them, directly from any page in the application. Just click the chat icon to get started.
The Nakisa Product Center now includes two new tabs:
- Quick Access: Easily access recently viewed or modified objects, as well as access to any objects you have favorited in the application.
- Documents & Links: Upload and manage documents or external links in a central location. Documents can be kept private for your personal use or made public and shared access your organization.

Nakisa Org Chart

Easier Access to Key Pages: You can now favorite full Org Chart Suite details pages, making it quicker to return to the views you use most often via the Nakisa Product Center.
Custom Metrics for Org Insights: Admins can create and manage custom analytics for Position and Employee views in the new Custom Analytics page, allowing teams to track the specific metrics that matter to them.
Filter Org Charts Based on Your Needs: New Display Options allows you to filter out or include specific nodes in the org chart. These filters are configured on the new Org Chart Setting page and can be customized to match different team or reporting requirements.
Dimmed Nodes for Unmatched Positions: When applying filters in analytic views of the org chart, nodes that do not match the selected filters are now visually dimmed. This helps you instantly see which roles meet your criteria while still keeping the rest of the structure in view
See Inherited Managers in Org to Org Structures: Admins can choose to show inherited managers within org to org structures through a new Org Chart Setting Admin page, providing better visibility during organizational changes.
Simplified Chart Creation: The dashboard's chart creation interface has been redesigned to enhance usability and improve the overall creation process.
New Executive Summary Dashboard: The Executive Summary dashboard has been added to default dashboards to provide executives a clear visual snapshot of their organization's health.
More Chart Types with Dashboard AI: The Dashboard AI agent has been enhanced to include support to build additional chart types, such as pivot tables, metric, bubble, and sunburst charts.
Improved Directory Customization and Exporting: Users can now add columns to directories, export directories, dashboards in the list view, and pivot table charts as JSON files.
Data Quality Alerts for Admins: A new Data Quality Console Admin page identifies and flags data issues with the org chart. Admins are prompted to resolve them directly in the ERP system.

Nakisa Operational Org Design

Track Org Chart Changes in Exports: The Advanced Export now indicates where changes have been made to the org chart, helping teams stay informed.

Nakisa Strategic Org Design

With the recent re-platforming of Nakisa Strategic Org Design, this release builds on the scenario creation and collaboration framework, with a series of improvements to features listed below - making it easier to plan, track and share scenarios.

Detailed Position & Employee Pages: View key details for each position or employee directly within your scenario.
Target Setting & Monitoring: Set headcount and structural targets, and track how your scenario compares.
In-Chart Analytics: See updates to key metrics directly in the org chart as you make changes.
Tagging & Filtering Org Elements: Tag and filter positions and employees to focus on specific parts of the organization.
Delta Dashboard: Compare your scenario with the current-state org to understand the impact of changes.
Scenario Search: Search for specific positions, employees, or changes within a scenario.
In-App Change Report: Review a list of all changes made in the scenario, available directly in the application.
Scenario Export: Download your scenario to share it with others for review or input.
Org Design Roles: Set role-based permissions to manage who can view or edit scenarios.

Strategic Workforce Planning

We’re expanding our Workforce Planning suite with a new product: Strategic Workforce Planning. Currently in active development, this product is designed to complement our existing Operational Workforce Planning solution by supporting long-term, scenario-based planning aligned with business priorities.

At the core of Strategic Workforce Planning is a guided workflow structured around six key steps:

Time Horizon and Cluster Selection: Define the planning time frame (short, medium, or long term) and select relevant organizational dimensions such as departments, job families, or regions.
Current State Assessment: Evaluate current workforce data, including positions and roles, using the 5C framework: Capacity, Cost, Capabilities, Composition, and Criticality.
Future State Driver Configuration: Identify key drivers, such as supply, demand, and market factors that shape future workforce projections.
Gap Analysis: Compare current and future workforce states to pinpoint gaps and risks across the 5C categories.
Scenario Creation and Selection: Develop and evaluate multiple workforce scenarios to support informed decision-making.
Ongoing Scenario Tracking: Monitor selected scenarios over time to assess outcomes and adjust plans as needed.

Development of this guided workflow is ongoing in collaboration with select co-innovation partners. If you are interested in participating or learning more, reach out to your Nakisa Customer Success Manager.