Apex Tool Group:

From Manual Visio Org Charts to Real-Time Workforce Simulations

Apex Tool Group’s HR business partners relied on Visio and manual updates to build org charts and model reorganizations, work that wasn’t connected to SAP SuccessFactors, their system of record. With Ingentis, Apex moved to real-time org charts and simulations that HR and leadership can use together with full confidence in their data.

Big Wins for Apex Tool Group

  • Real-time org data synced from SuccessFactors
  • Professional, live reorganization simulations 
  • Significant time savings for HR business partners 
  • IndustryManufacturing
  • HeadquartersApex, North Carolina, USA
  • Employees6,000
  • Solutionorg.manager for SAP SuccessFactors
Ingentis provided our HR team with the necessary technology to create simulations and presented organizational information to our leadership team with the confidence that the data presented is in real time. Saving our team time to perform more strategic activities.
Andres Corona / HRIS Analyst / /Apex Tool Group

The Challenge: Manual, Disconnected Org Charts Built in Visio

Before Ingentis, Apex Tool Group built and maintained its organizational charts manually in Visio. When HR business partners needed to work through reorganizations or update visual org charts, the process took a lot of manual effort, and the underlying data was not automatically synced with Apex’s system of record, SAP SuccessFactors. 

Previous Challenges

  • Organizational charts were built and maintained manually in Visio
  • HR business partners spent significant time manually updating org charts and working through reorganizations
  • Org chart data was not automatically synced with Apex’s system of record, SAP SuccessFactors

The Goal: Better Organizational Visibility and Planning

Apex wanted organizational charts that reflected the latest job information for every employee, along with the ability to present reorganization simulations and org charts in a more professional way. 

  • Organizational charts updated with the latest job information for all employees 
  • The ability to present reorganization simulations and org charts in a more professional way 

The Solution: Real-Time Org Charts and Simulations Synced with SuccessFactors

Ingentis’ org.manager gave Apex’s HR team a way to build simulations and present organizational information to leadership with confidence that the data was current, drawing directly from SAP SuccessFactors as the system of record. The team also gained access to the Impact Details Dashboard for deeper insight into reorganizations.  

  • org.manager for SAP SuccessFactors 
  • Reorganization simulations and the Impact Details Dashboard for org-wide insights 
  • Automatic sync with SAP SuccessFactors as the system of record 

The Approach: A Smooth, Collaborative Implementation

The implementation went very smoothly. Cody, the consultant, laid out all the steps for the project, and an initial questionnaire helped Apex’s team understand what to expect from the new tool. Once testing began, Apex and Cody went back and forth on requested changes, with quick responses throughout. The implementation took less time than Apex expected, lasting only 10 weeks. 

  1. Clear RequirementsAn initial questionnaire that helped define what Apex was looking for from the new tool
  2. Iterative Testing & RefinementAn iterative testing phase with Cody and the Ingentis team, who responded quickly to requested changes
  3. Early Leadership AdoptionGlobal HR leadership was involved early and began using the tool as soon as Apex went live

The Results: Faster, More Confident, and More Collaborative Workforce Planning

  • Operational ImpactSignificant time savings for HR business partners, better insight through the Impact Details Dashboard, and an improved way to present reorganization simulations and organizational charts
  • Strategic ImpactLeadership can view live simulations and make changes in real time
  • Organizational ImpactTeams can share simulations and work together directly, with confidence in the data since it reflects the latest information from SAP SuccessFactors

Key Takeaway

What was once manual, disconnected work in Visio is now a real-time view of Apex’s organization that HR and leadership use together, live and with confidence in the data.

Make your organization visible and your decisions smarter.

See how Ingentis org.manager helps organizations like Apex unlock clarity and performance.