ORG DESIGN

Model org change with confidence, from one team to the whole company.

Model any structure, supervisory or cross-functional, against real cost, span and capability. Review designs in confidence, appoint against positions, then sync the approved change back so your HRIS stays accurate. No slides, no spreadsheet reconciliation, no re-keying the result by hand.

Mobile Banking reshapeSupervisoryDraft
NOT SHARED
HEADCOUNT231−17 roles · 0 exits
LAYERS4flatter reporting
AVG SPAN7.1wider, fewer managers
ANNUAL COST−£2.4Mvs baseline run-rate
Validated against 4 design principles4 / 4 PASSED
TRUSTED FOR ORG DESIGN IN BANKING · TELCO · RETAIL
ONE MODEL, EVERY STRUCTURE

Supervisory and cross-functional, in your org language.

Most tools, old and new, force a single hierarchy. But no one is defined only by who they report to. A person or team is also a squad, a chapter, a value stream, a community of practice, a location, a cost. TeamForm holds every facet on one org, keeps the history of how it changed, and reconciles a change in one lens across all the others.

ORG CHART · MOBILE BANKING TRIBE85 members · 6 layers
Purple = management / chapter type
CONFIDENTIAL BY DESIGN

Collaborate on sensitive change.

Restructures touch people before they’re announced. Confidential workspaces scope a scenario to a named group (HR, Finance, the sponsor) with every view and edit logged. Review, cost and validate in private; reveal only when you’re ready.

  • Scoped access: invite only, role-based
  • Full audit trail on every scenario view and change
  • Names revealed only at appointment stage
WORKSPACE · Q3 RESTRUCTURECONFIDENTIAL
Alex MarshHead of Transformation
OWNER
Riya KapoorHR Business Partner
EDIT
Daniel LundFinance Partner
EDIT
Maya BrennanExec Sponsor
VIEW
42 EVENTS LOGGED · LAST EDIT 3M AGO
DESIGN, DON’T SPREADSHEET

Move the org, not rows in a grid.

Drag a position between teams and every number moves with it: FTE, cost, span, and whether each team still passes its guardrails. You see the cost of a change as you make it. Prefer a grid? Bulk-edit hundreds of positions in the data view, same live model and the same guardrails.

  • Design against positions; names come later
  • Guardrails validate live as you move people
DESIGN CANVAS · MOBILE BANKINGDRAG TO REASSIGN
To assign2
unfilled positions
KYC Analyst
Analyst · 1 FTE
Fraud Engineer
Senior · 1 FTE
AtlasSQUAD4 FTE
target 4-9 FTE
Engineering Lead
Lead · 1 FTE
Backend Engineer
Senior · 1 FTE
Data Analyst
Analyst · 0.5 FTE
Product Manager
Manager · 1 FTE
Designer
Mid · 0.5 FTE
BeaconSQUAD3 FTE
target 4-9 FTE
Fraud Lead
Lead · 1 FTE
ML Engineer
Senior · 1 FTE
Case Reviewer
Analyst · 1 FTE
2 UNASSIGNED · 7 FTE DEPLOYED● VALIDATING LIVE
ASK TEAMFORM

Design from data, not opinions.

A spreadsheet knows a team’s name and headcount. Ask TeamForm knows what it’s working on, who depends on it, how it changed last quarter, and which agents sit inside it. You design from reality, and you see the key people and teams a change puts at risk before you commit, not the day after you cut the team that quietly held everything together.

Explore TeamForm AI
AI Summary
Squad BeaconSquad
  • Squad Beacon is a cross-functional squad of 8 FTE in the Mobile Banking tribe, under the Financial Crime Prevention chapter. Its remit runs past fraud ops: it owns identity verification and case review across Onboarding & KYC.
  • The active epic backlog centres on two-factor authentication and fraudulent-login remediation. The kyc-triage agent runs live inside the squad, offsetting 0.5 FTE of manual review.
  • Recent change: gained 2 FTE this quarter and picked up Case Review from Onboarding & KYC. Capacity now meets forecast demand for the first time in three quarters.
GOVERN THE CHANGE

Version control for your org design.

Compare any two dates and see exactly what moved, down to the position. Every reorg across the company runs through one portfolio, from draft to approved.

Changelog
Alpha zoneTeam
COMPARE CHANGES
16/04/202615/07/2026
Tag labels use current catalogue names.
HEADCOUNT
+4
5 added · 1 reduced
FTE
+3.5
4.5 added · 1 reduced FTE
CHANGES
9
BY ACTION
  • CREATE5
  • ALLOCATE0
  • LEAVE1
  • DEALLOCATE0
  • REMOVE0
  • RENAME0
  • REPOINT0
  • REALLOCATE2
  • ADD1
  • ATTRIBUTE_CHANGE0
Designs+ New Design
10 designs8 Draft1 Active1 Approved
CardsListTimelineNow / Next / Later
InsightsPEOPLE MANAGERS
PROPOSED DESIGN · MOBILE BANKING · 4 / 4 GUARDRAILS PASSED
MGMT LAYERS
4
Target ≤ 6
AVG SPAN
7.1
Target 5-9
MANAGER : IC
1:6.2
Target 1:6
MGMT OVERHEAD
14%
Target ≤ 15%
HEADCOUNT
231
−17 vs baseline
ManagersIndividual contributors
SYSTEM OF RECORD

The design doesn’t stop at a diagram.

Most tools design the change and leave you to re-key it. TeamForm syncs the baseline in and hands the approved design back out as a structured bulk change, so what you designed is what goes live.

Workday
SuccessFactors
Oracle HCM
HiBob
BambooHR
CSV / API
END TO END

From baseline to HRIS handover in one continuous flow.

Every step lives in one model, not a deck that’s stale on arrival. The approved design syncs back to your HRIS as a bulk change.

  1. 1
    Baseline
    Import the current org from your HRIS.
  2. 2
    Model
    Design against positions, without names.
  3. 3
    Validate
    Check cost, span and design principles.
  4. 4
    Review
    Review privately with HR, Finance, sponsor.
  5. 5
    Appoint
    Slot people to positions; reveal names.
  6. 6
    Announce
    Communicate the new structure to staff.
  7. 7
    Handover
    Bulk transition back to the HRIS.
MODEL WITHOUT NAMESDesign against positions, not people, so scenarios stay objective and defensible before anyone is affected.
HRIS-COMPATIBLE HANDOVERApproved structure exports as a bulk change file your HRIS team can load into Workday, Oracle HCM or SuccessFactors.

Org design teams move faster, and spend less doing it.

$450-500Klower cost per org design project
16 → 12 wksto execute a restructure end to end
50%less time spent on org design work
“We’re moving thousands of people out of project teams and into a product operating model. TeamForm is where we design the target structure, pressure-test it on cost and span, and bring people across without ever losing the thread of who owns what.”
Senior org designerTier-1 telecommunications provider

Design your next org change on the model it actually runs on.

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