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personio · hr tech · 2023–2025

Setting a new quality bar for Personio’s core product functionality

  1. 01

    vision

    A future vision for the Organization section

    A north star for how people, teams and org charts should work in Personio.

  2. 02

    redesign

    An ambitious redesign of core functionality

    Measurably better, not just a reskin with the new design system components.

  3. 03

    new features

    New features and capabilities

    Multiple supervisors, team leads, group management... that unlocked mid-market deals.

How we got there

Personio's Employees list in 2023
2023
Personio's new org chart
2026

The context

In 2023, Personio was the leading HR platform for SMEs in Europe, serving 1.5M employees. But 40% of NPS detractor comments referred to usability and performance.

Org chart and org management capabilities were one of the top sales loss reasons, with €1.2M in lost ARR.

Personio’s sales team was actively turning away mid-market customers because they had organizational setups we could not support: matrix organizations, multiple supervisors and/or more flexible ways of grouping employees.

  • Design leadership
  • Information architecture
  • UX/UI
  • Systems thinking

Milestones

01

The north star vision

A much richer experience that helps people understand the organization as a whole, connect with colleagues, explore teams and departments and their lead and members to drive collaboration and a deeper sense of connection across the organization.

02

Hierarchical departments and teams

Instead of a flat list of departments and teams, these can be nested so the org structure in Personio reflects how companies are actually structured. Those relationships between teams can then be used for cascading access rights or setting up triggers for workflows.

Business impact

2023

  • CSAT 44%
  • Top sales loss reason: Org chart (€1.2M ARR)
  • 40% detractor comments about usability

2026

  • CSAT 71%
  • 79.4% decrease in negative comments about the org chart in support tickets
  • Competitor win rate 31% → 38%
“From a sales perspective, the org chart and multiple supervisor features have been a game-changer. We just turned a 4k MRR churn into a 6k MRR upsell that was entirely contingent on the new org management capabilities. These features have proven to be a significant advantage for our sales team.”
Solutions Engineer

My personal contributions

01

From vision to execution

The north star vision gave us clarity but it was just the starting point. I then partnered closely with Product and Engineering to turn it into a realistic roadmap we could deliver on, and made it happen.

02

A higher quality bar for design

Measurably better, not just a reskin: I pushed for solid design, I personally challenged and elevated the solutions the team suggested and encouraged them to get real customer feedback and iterate until the experience was polished and refined.

03

A new standard for customer releases

I personally led the opt-in beta program to manage change and avoid user backlash, letting admins try the new experience early and share feedback before general release.

“Elena helped transform EO from a perceived bottleneck into a high-performing, well-regarded team. Additionally, she led the Opt-in Beta Program, establishing a company-wide standard for customer-centric feature launches that has influenced best practices across Personio.”

Former Product Design Leader at Personio

let's talk

Facing a similar challenge?

If a core surface is costing you deals, I can help you decide what to rebuild and how to ship it without losing your customers.

Elena Sanchez