Nakisa Workforce Planning Portfolio 2025.R3 product release: smarter workflows, deeper insights into workforce and succession, and enhanced AI guidance

The 2025.R3 release brings powerful updates to the Nakisa Workforce Planning Portfolio, notably the Org Chart Suite, with the addition of 5C dashboards, succession planning visualization, new export options, and enhancements to Nakisa AI Assistant and Product Center. See the full list below. 
Joa
Marketing at Nakisa
Nakisa Workforce Planning Portfolio 2025.R3 Release

We’re excited to share the 2025.R3 release of the Nakisa Workforce Planning Portfolio. This update delivers enhancements across the portfolio, boosting performance and scalability, streamlining everyday tasks, strengthening the overall user experience, and providing deeper analytics into workforce current state and succession planning. We’ve also enhanced Nakisa AI Assistant to include links to relevant how-to videos, refreshed the Product Center UI to make navigation more intuitive, and laying the foundation for upcoming AI-driven innovations.

Let’s take a closer look at what’s new, supported by walkthroughs, videos, and practical examples showing how each capability works and how your team can leverage them.

Table of contents

1. Org Chart Suite enhancements: elevating organizational clarity and advanced analytics

We continue to expand and enhance the Org Chart Suite, advancing organizational visualization and analytics capabilities to provide our clients with deeper clarity into their structures, roles, employees, skills, and more. Let’s explore the full list of functionalities below.

1.1 5C Dashboard available in Org Chart 

The 5C framework is a proven approach in strategic workforce planning that evaluates your workforce based on 5 dimensions, including Capacity (headcount, FTE, and position trends), Cost (salaries, compensation, and position budgets), Capabilities (skills and competencies), Composition (role and skill distribution), and Configuration (organizational structure including layers and spans).  

The 5C dashboard has been integrated into the Org Chart product. As of 2025.R3, you can view the first three metrics, Capacity, Cost, and Capability

5C dashboards are now available in Nakisa Org Chart dashboards, for better visibility into your organization.

This dashboard allows you to see how capacity, cost, and capability are distributed across the organization, helping you understand the current workforce state, identify gaps in skills or roles, and evaluate how structural changes or role configurations can impact key workforce dimensions. With these insights available directly on one page, teams can make informed decisions more efficiently, without needing to switch between multiple tools.

Start using this functionality in Nakisa 

These updates are automatically enabled in the Org Chart Suite’s dashboard page. Simply log in and you’ll have access to the 5C dashboard.   

To get access to our Org Chart product, please reach out to your dedicated Nakisa Client Success Manager or contact us here

1.2 Succession planning visualization and assignment

A new Succession view has been added to make it easier to see succession readiness across the organization. This view directly displays potential successors for specific employees as well as overall bench strength. 

Succession details are also available in the Relationships tab of employee profiles in the directory. In addition, successors can now be assigned directly on the org chart, streamlining the process of keeping succession data up to date.

The succession view allows users to view different successors, bench strength and readiness for positions directly on the org chart.

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Succession planning is often where organizations fall behind, relying on spreadsheets or fragmented systems. By bringing it directly into Nakisa, you not only reduce the risk of critical role gaps but also reduce the dependance on external tools and manual tracking, helping ensure that your future leadership pipeline is strong and ready. 

Start using this functionality in Nakisa 

To access the Succession view in Nakisa, ensure you have the right role and permissions to view and edit successors, and simply access the view from the dropdown menu in your org chart options. 

1.3 Scoped search structure/hierarchy dashboards

Dashboards are now more flexible and precise, thanks to scoped search capabilities tied to hierarchical structures. A new hierarchy search option has been added to the filter panel of the Executive Summary, Employee Insight, and custom dashboards. Selecting a node automatically filters the dashboard to show data for that node and all of its children, giving users a clearer, more granular view of specific segments of the organization. 

The new hierarchy search option automatically filters dashboards for clearer, more targeted insights.

This will make it easier to analyze parts of the organization in detail without losing context, supporting quicker insights and more targeted decisions. 

Start using this functionality in Nakisa 

This feature is automatically enabled in Nakisa Org Chart. When accessing your dashboards, you will find a hierarchy search bar at the top, allowing you to filter down to a specific chosen node. 

1.4 Export to PowerPoint 

Org charts, including custom tags and analytics, can now be exported directly to PowerPoint format in high resolution. 

The export to PowerPoint functionality allows for simple export, or multi-view export over several slides.

You can also crop and screenshot multiple different views before exporting them to a multi-slide format. 

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Through high-quality, customizable exports, this update makes it easier to share organizational structures in meetings, reports, or executive presentations, without having to recreate charts manually. Because exports come directly from Nakisa’s software, they are always consistent with your most up-to-date workforce data, ensuring accuracy and reducing the risk of discrepancies.  

Start using this functionality in Nakisa 

The export to PowerPoint is automatically enabled and available to all users in the latest version of Nakisa Org Chart. Access the usual export options and the PowerPoint functionality will be there. 

2. Org Design Suite

The 2025.R3 release also includes a series of user experience and performance enhancements across the Org Design Suite, making day-to-day use smoother and more reliable. These updates simplify routine tasks and increase reliability, allowing users to focus on analyzing and designing organizational structures more efficiently. 

3. Platform-wide enhancements 

In addition to the suite-specific upgrades outlined above, the 2025.R3 release introduces portfolio-wide enhancements across all lines of businesses, designed to elevate the user experience and streamline workflows. 

3.1 Nakisa AI Assistant 

The Nakisa AI Assistant continues to evolve as a built-in support resource. In this release, its responses to prompts have been enhanced with links to our official how-to videos. This allows users to not only receive written explanations when they ask a question about how to perform a task but also access clear, step-by-step video instructions. Many of these videos are hosted on Nakisa YouTube channel for easy access and reference. 

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3.2 Product Center redesign  

The Product Center landing page has been redesigned to simplify navigation and make information more accessible. Key details such as recently viewed items and favorites are now summarized in widget form, while available products are highlighted more clearly to help users move between them with ease. 

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The Product Center has been redesigned, with easy access to recently viewed items and favorites.

A new update popup has also been added. After logging in for the first time following an update, users will see a summary of the new features and functionalities. 

In parallel, work is underway to centralize notifications from all Nakisa products into a single notification hub, providing a clearer and more unified way to stay informed. 

Conclusion

With these latest enhancements, Nakisa continues to strengthen organizational clarity, strategic flexibility, and actionable workforce insights. We’re excited to see how you’ll put these new features to work and look forward to your feedback. 

Curious about how Nakisa’s purpose-built capabilities for org chart, analytics, org design, and workforce planning can support your organization? Get a personalized demo and discover how Nakisa can help you confidently plan your workforce and design your organization for today and tomorrow.   

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