Case Study DJB Chartered Professional Accountants

Leading CPA firm tallies the benefits of Organimi org chart solution.

Organimi benefits add up for leading Ontario CPA firm.

CLIENT PROFILE

  • One of the largest public accounting firms in Ontario’s Golden Horseshoe region
  • Provides a broad range of business advisory, accounting, and support services
  • Also offers extensive HR professional services, including organizational development support
  • Founded in 1940 and has grown to over 150 employees across multiple offices

djb.com

OVERVIEW

As a leading Ontario-based public accounting firm, DJB supports multiple practices, including assurance and accounting, domestic and international taxes, business advisory services, and human resources.

Many clients engage DJB’s Human Resources Advisory team for a range of organization development services, and successful delivery requires clarity of roles and cross-functional collaboration. DJB found it difficult to create org charts that accurately reflected their clients’ unique organizational structures, as well as their own.

BUSINESS CHALLENGE

As is typical in the accounting industry, talent shortages and recruitment presented ongoing challenges for DJB. Without a clear, intuitive org chart, it was difficult to identify potential gaps in the organization and focus on responsive recruiting initiatives. The DJB team needed an org chart solution that represented those gaps in a simple, visual manner.

DJB also required a tool with the flexibility to manage its non-traditional structure. For example, the org chart needed to reflect those team members with shared roles.

Finally, DJB required a solution that would eliminate the requirement to create and maintain the org charts manually. The legacy process was time-consuming and unwieldy — the team had difficulty keeping org charts current, and stakeholders were unhappy with the resulting lack of clarity.

“The software was so easy to use, and anytime we had a question, the Organimi team was right there to help.”

—Paige Haggett, Senior Human Resources Specialist, DJB

SOLUTION

The DJB HR team reviewed several org chart solutions and was pleased to learn that a leading provider, Organimi, was a local company.

“We were looking for a tool with a lot of flexibility,” says Erin Dubecki, DJB’s Human Resources Coordinator. “We don’t have a typical structure, so the solution needed to be easy for us.”

The DJB team was delighted with how simple Organimi was to use, and they were quick to implement the solution. The HR team found the color-coding feature particularly useful, as they could create org charts that visually represented where the resource gaps were in each department and by function.

As they further explored the capabilities of the Organimi solution, the DJB team frequently engaged the Organimi team for support, finding them responsive and helpful. “The software was so easy to use,” says Paige Haggett, DJB’s Senior Human Resources Specialist. “And anytime we had a question, the Organimi team was right there to help.”

“We were looking for a tool with a lot of flexibility. We don’t have a typical structure, so the solution needed to be easy for us.”

— Erin Dubecki, Human Resources Coordinator, DJB

BENEFITS

Organimi’s org chart solution dramatically reduced the time and effort required by the HR team compared with manually updating the company’s org charts.

By color-coding the org charts to identify resource gaps and potential hiring requirements, the DJB HR team gave management a valuable tool for long-term planning and budgeting.

Accessing the new org charts also gave new hires a much clearer view of the organization, promoted better collaboration, and helped create a more accessible company culture. DJB clients also saw the benefits of the updated org charts, as the resulting clarity led to faster, more streamlined engagements with DJB, and ultimately improved customer service.

It’s safe to say that DJB’s HR team is very pleased with the Organimi solution. “Options for flexibility were great, and it was so cost-effective for us,” says Haggett. “So many factors led us to use Organimi. We’ve tried a lot of different software, and Organimi just worked.”

“Options for flexibility were great, and it was so cost-effective for us,” says Haggett. “So many factors led us to use Organimi. We’ve tried a lot of different software, and Organimi just worked.”

—Paige Haggett, Senior Human Resources Specialist, DJB