Enterprise Architecture

The Complete OrgMetrix Administration & Feature Suite

An end-to-end enterprise platform encompassing Domain Management, Security &
Identity Governance, Custom Branding, and Data Recovery System Tools.

1. Domains (14 Modules)

Data Sources, Nine-Box, Dashboards, Rules

2. Security Governance

SSO, Roles, Role Rules, Masking

3. Preferences & Themes

Branding, Logos, Slide Layouts

4. System Tools & Logs

File Manager, Snapshots, E-mail

Administration Pillar 01

Domain Administration & Visualization Modules

The 14 specialized modules powering data ingestion, dynamic formulas, 9-box talent
calibration, real-time analytics, chart styling, and scenario modeling.

Domain Module 01 • Data Source

Universal Enterprise Data Ingestion

Connect directly to Oracle Fusion Cloud HCM, Microsoft Graph (Azure Entra ID), Excel (.xlsx/.xls), CSV files, and ConnectSQL Oracle Studio (ConnectSQL Query Studio).

Fuzzy Header Auto-Mapping: Automatically pairs ManagerID, ReportsTo, Title, and Department aliases.

Data Integrity Validation: Instantly detects circular reporting loops and unlinked orphan positions.

Multi-Source Blending: Combine contractor spreadsheets with core ERP employee databases.

Explore Data Connectors

Domain Module 02 • Fields & Formulas

Dynamic Formula Builder & Calculated Attributes

Enrich raw employee data with custom calculated fields, salary grade evaluations, tenure milestones, span-of-control ratios, and composite multi-column merged fields (__merged__).

Excel-Style Formula Syntax: Compute IF/AND/OR logic, compensation rollups, and tenure brackets.

Composite Merged Labels: Combine Name, Title, and Location into single elegant box lines.

Field Alias & Display Types: Format currency, dates, percentages, and masked confidential strings.

Formula Syntax Reference

Domain Module 03 • View Manager & Rules

Rule Engine & Box Style Studio

Define multi-condition rule groups (AND/OR logic) to dynamically color-code cards by department, trigger assistant branch lines, apply dashed borders, and customize box geometry.

Target by Condition or All Boxes: Apply rules universally or scoped to specific departments and titles.

Automated Assistant Branching: Automatically pull Chiefs of Staff and EAs onto dedicated side rails.

Custom Template Builder: Design multi-row grids, fractional columns, photo masks, and badge tags.

Try View Manager

Domain Module 04 • Dashboard Manager

Real-Time Scope-Aware Workforce Analytics

Instantly visualize organization health with dynamic executive dashboards. All KPI widgets, headcount rollups, spans-of-control, and cost distributions dynamically recalculate based on the selected OrgTree node and all its descendants.

Dynamic OrgTree Scope Synchronization: Selecting any department branch or node updates all dashboard metrics and charts in real time.

Executive Theme Palettes: Switch instantly between 5 curated themes (Corporate Classic, Ocean Blue, Emerald Forest, Sunset Amber, Royal Violet).

1-Click PNG Snapshot Export: Download high-resolution PNG dashboard reports formatted for executive briefings.

See Dashboard Live

Domain Module 05 • OrgTree Explorer

Expandable Department Tree & Tier Pills

Explore your entire organizational hierarchy in a fast tree view. Features one-click Expand All / Collapse All, depth level color pills (Root, L1, L2, L3, L4+), and instant search.

Color-Coded Tier Hierarchy: Distinct badges highlight executive, director, manager, and individual contributor levels.

Live Metrics Badges: Display recursive headcount numbers on every department branch folder.

Canvas Synchronization: Clicking any node in OrgTree instantly navigates and focuses the canvas.

Try OrgTree

Domain Module 06 • Search & Directory

Personnel Records & Custom Data Grid

Search across all employee attributes simultaneously. Filter by Name, Position ID, Job Title, Department, Worker Category, or Office Location with pagination (10/25/50 per page).

Dual Card & Table Views: Switch seamlessly between photo directory cards and dense data grids.

1-Click Locate in Chart: Jump immediately from any directory record to their exact card on the canvas.

Custom Column Configurator: Choose exactly which fields appear in search results.

Explore Search & Directory

Domain Module 07 • Nine-Box Talent Matrix

Performance vs. Potential 3x3 Talent Calibration

Calibrate your organizational talent and leadership succession pipeline. Plot personnel across 9 distinct quadrants (Low, Medium, High Performance × Low, Medium, High Potential) with dynamic counts that adjust to any OrgTree node selection.

1-3 Scale Rating Evaluation: Evaluates integer rating scales (1: Low, 2: Medium, 3: High) mapped to custom HRIS fields.

Interactive Drill-Down Drawer: Click any cell to inspect matching employee dossiers, job titles, and compensation levels.

Admin Field Configuration & Snapshot Export: Customize Performance/Potential fields, custom Title field, and export instant PNG snapshots.

Explore Succession Calibration

Domain Module 08 • Archives & Snapshots

Point-in-Time History & 1-Click Rollback

Capture automated monthly or quarterly snapshots of your company hierarchy. Inspect historical versions, perform audit diffs, and safely restore previous verified states.

Automated Compliance Snapshots: Set recurring snapshot crons for audit trails and regulatory reviews.

Side-by-Side Version Diff: Highlight personnel additions, transfers, and promotions between two dates.

Safe 1-Click Rollback: Instantly revert mistaken structure changes with complete relational integrity.

Review Historical Archives

Domain Module 09 • Profiles

Comprehensive Employee Dossiers & Talent Badges

Click any position card to open a full employee dossier: contact information, upward chain of command, direct subordinates, skill tags, flight risk indicators, and compensation history.

Upward Chain of Command: Visual breadcrumb showing reporting line straight to the CEO.

Succession & Readiness Tags: Display promotion timeline, emergency interim successor, and tenure.

Direct Actions: Send email, initiate 1-on-1, or download vCard directly from the profile modal.

See Profile Modals

Domain Module 10 • Groups

Cross-Functional Pods & Matrix Dotted Lines

Organize employees into cross-functional project teams, agile squads, committee boards, and dotted-line secondary reporting relationships (``Also Reports To``).

Dual-Reporting Matrix Callouts: Interactive badges on chart cards show secondary and functional managers.

Virtual Project Pods: Group personnel across different business units into dedicated task forces.

Matrix Filtering: Filter and highlight chart branches by project group assignment.

Explore Groups & Matrix

Domain Module 11 • Master Page

Master Page Overlays & Boardroom PPTX Export

Format your organization chart for executive presentation. Configure custom corporate logos, title blocks, confidentiality watermarks, auto-date stamps, dynamic color legends, and 1-click PowerPoint (.pptx) generation.

Automated Slide Splitting: Large enterprises are cleanly partitioned into readable departmental slides.

Vector PDF & Poster Printing: Export crystal-clear printable vector files in Letter, A4, or custom dimensions.

Master Header & Footer Layouts: Dynamic labels for domain name, date generated, and classification level.

Try Presentation Export

Domain Module 12 • Planning

Scenario Planning Sandbox & Holding Dock

Draft confidential reorganizations, M&A integrations, and team expansions. Drag and drop personnel into a temporary holding dock while real-time widgets calculate headcount and compensation variance.

Unassigned Holding Dock: Temporarily park positions during structural realignment without deleting data.

Live Financial & Headcount Deltas: Real-time calculations show exact budget variance and headcount shifts.

Plan Sign-Off Workflow: Manage plans across Draft, In Review, Approved, and Implemented lifecycles.

Explore Scenario Planning

Domain Module 13 • Refresh Data

Scheduled & On-Demand Data Synchronization

Keep your chart continuously in sync with underlying systems of record. Trigger immediate manual refreshes or configure automated hourly/daily crons with detailed synchronization logs.

Incremental Sync Engine: Ingests only new, modified, or terminated records to optimize performance.

Sync Logs & Audit Trail: Complete historical log of records processed, execution time, and error warnings.

Zero-Downtime Refresh: Canvas remains fully responsive and operational while background sync completes.

View Sync Architecture

Domain Module 14 • Options & Governance

Domain Defaults, RBAC & Salary Masking

Configure domain-level settings: set default zoom levels (Fit to Width, Fit to Window, 100%), designate the root top node, establish role-based permissions (Admin, Planner, Viewer), and enforce field-level salary privacy.

Default Zoom & Level Stepper: Pre-set initial zoom behavior and default visible hierarchy tiers.

Cryptographic Salary Masking: Conceal compensation and bonus data from unauthorized roles.

Role-Based Access Control (RBAC): Granular permissions for Administrators, Planners, and View-only users.

Security & Governance

Administration Pillar 02

Security & Identity Governance

Manage SSO, user directories, granular Role Rules, branch access filters, and advanced security policies.

Security • Role Rules & Data Privacy

Field-Level Masking & Branch Access Rules

Define precise security policies per role: turn on Salary Masking (***), hide executive bonuses, restrict branch visibility to regional departments, and enforce Okta SAML 2.0 Single Sign-On.

Single Sign-On (SSO): Native SAML 2.0 and OIDC integrations for Okta, Azure AD, and Google Workspace.

Role Rules & Field Masking: Toggle field visibility (Salary, Bonus, Performance Rating) per user role.

Branch Access Filters: Scope regional managers to only view their subordinate business units.

Advanced Controls: IP whitelisting, session timeout policies, and password complexity enforcement.

Request Security Briefing

Administration Pillar 03

Preferences & White-Label Branding

Customize your company's visual identity, upload corporate logos, select color themes, and configure slide presentation defaults.

Preferences • Themes & White-Labeling

Corporate Identity & Custom Theme Engine

Tailor OrgMetrix to your company's visual brand. Upload your high-resolution vector logo, define primary & accent color palettes, and switch between pre-built themes (Executive Navy, Modern Light, Slate Dark).

Corporate Logo & Visuals: Custom logo uploader automatically embeds branding on canvas & slide exports.

Brand Color Palettes: Set primary brand colors (#0284c7) and accent highlights (#10b981).

Branch Access Filters: Scope regional managers to only view their subordinate business units.

Presentation Preferences: Configure default slide aspect ratios (16:9 widescreen), orientation, and margins.

Explore Branding Options

Administration Pillar 04

System Tools & Data Recovery

Comprehensive system administration: centralized File Manager, database Snapshots, execution logs, and SMTP e-mail notifications.

System Tools • Audit Logs & Backups

Central File Repository & Immutable Audit Trails

Monitor system health with live execution streams. View Refresh Logs for connector syncs, Usage Logs for user logins and export actions, and Archive Logs for version lifecycle auditing.

Central File Manager: Secure repository for uploaded employee CSV rosters, Excel sheets, and photo assets.

System Snapshots: Complete database recovery backups with 1-click restore capability.

Detailed Audit Logs: Timestamped records for connector syncs, user logins, and plan sign-offs.

Communication & SMTP: Automated email notifications for scenario approvals and sync alerts.