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SuccessionStack

Features

Every screen, every signal. Built for the decision committee.

HR sees the people. Finance sees the cost. SuccessionStack gives each part of the buying committee a screen they can point at and trust.

Succession Planning

Build a plan per role. Score candidates on 8 dimensions. See bench depth by readiness window: Ready Now, 1 year, 2–3 years.

  • Role profile per plan with the 8 leadership dimensions weighted
  • Three readiness columns with candidate cards + dimension bars
  • Risk + Bench badges on every plan in the list view
  • AI scenario narration on what-if changes
app.successionstack.com
SuccessionStack Succession Planning: Plan Detail with Role Profile dark card

Talent Database

Every employee, scored on the same 8 dimensions. CSV upsert imports 2,000 rows at a time. Card view, list view, or org chart.

  • CSV import (2,000-row upsert), CSV export, PDF export
  • Card view with dimension bars for at-a-glance scoring
  • Filterable by department, level, tenure, scoring band
  • Tenant-isolated via row-level security
app.successionstack.com
SuccessionStack Talent Database: Employee Database card view

Org Chart

Two views: Hierarchy tree and Department columns. Color-coded by readiness.

  • Hierarchy view: tree from Managing Director down
  • Department view: columns by function with headcounts
  • Click any node to jump to that employee's profile
  • Print-friendly PDF export for board packets
app.successionstack.com
SuccessionStack Org Chart: Org Chart: Department view

Analytics

Org health, bench strength, leadership pipeline, scoring distribution. Every chart drills into the underlying people.

  • Bench Strength gauge with target threshold
  • Org Health composite score (out of 100)
  • Leadership pipeline by readiness band
  • Scoring distribution by dimension and department
app.successionstack.com
SuccessionStack Analytics: Dashboard with KPIs and gauges

AI Copilot, What-If Narration, PDF Review

Three AI features available today. Token costs surfaced in the UI so finance knows what to expect.

  • Copilot: ask anything about your org, get an answer with source citations
  • What-If Narration: Claude writes the impact summary for a scenario in plain English
  • PDF Review: ingest performance reviews and extract dimension scores
  • Coming soon: Dev Note Signals, Hidden Talent Surfacing, Bench Narrative
app.successionstack.com
SuccessionStack AI Copilot, What-If Narration, PDF Review: AI Features settings

What-If Scenarios

Drop a name into a scenario. See who cascades up, what plans go thin, which roles uncover. AI summarises the impact.

  • Cascade analysis up to 3 steps deep
  • Bench impact view across affected plans
  • AI-generated action items and mitigation suggestions
  • Hypothetical mode: never touches your real data
app.successionstack.com
SuccessionStack What-If Scenarios: What-If Scenario Detail with cascade + AI

Audit & Compliance

We log every change with who, when, what changed, and why. Filter the log by actor, action, or target.

  • Append-only activity log across every entity
  • Reason-for-change field on score and weight edits
  • CSV export of the log for compliance review
  • Tenant-scoped: actors only see their own org's events
app.successionstack.com
SuccessionStack Audit & Compliance: Activity Log with Action, Actor, Target columns
Security

Built to pass your IT review. Isolation at the database layer, not a checkbox.

  • Row-level security isolates every tenant on every table
  • AES-256 encryption at rest, TLS in transit
  • Append-only activity log with reason-for-change on every edit
  • Security documentation PDF ready for your IT team before the first call

The honest compliance timeline is in the FAQ →

app.successionstack.com
SuccessionStack security documentation hub with downloadable PDFs for IT review
See SuccessionStack in action

See where your bench breaks before it matters.

Bring your real org chart. We show you the succession gaps, cascade risks, and bench depth in a 30-minute walkthrough. IT security questions answered on the same call.

IT review first? The FAQs answer the security questions honestly →