Keep the shape of your organisation and what it costs in one place.

Metis is a restructuring and cost comparison tool for SMEs, independent consultants and audit & restructuring firms. Draw the structure you have, lock it as a Baseline and design the next one — Metis tracks every change, works out what the new shape costs, and builds your slides from the same chart.

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A sample chart in Metis, with notes

Metis · Org chart · Future State

CEO

Eleni Markou

1.0 FTE · Permanent$210,000

  • Head of Sales

    James Reid

    1.0 FTE · Permanent$140,000

    • Sales Operations Manager

      Mia Chen

      − Removed
      1.0 FTE · Permanent$96,000

    • Account Manager

      Priya Nair

      1.0 FTE · Fixed Term$88,000

  • Head of Customer Success

    Ana Ruiz

    1.0 FTE · Permanent$125,000

    • Account Manager

      Tom Hale

      ↔ Modified
      0.8 FTE · Permanent$85,000

    • Support Analyst

      Leo Park

      0.5 FTE · Contractor$80,000

    • Customer Success Specialist

      Vacant Position

      + Added
      1.0 FTE · Vacant$66,000
Saves $30K a year vs BaselineFlags from the Financial page$59K of one-off money in year 1
  1. Baseline is locked

    Set Future State takes a before-photo called Baseline. The Future State is the chart you keep editing.

  2. − Removed

    Mia Chen, Sales Operations Manager. Show or hide removed roles from the View menu.

  3. ↔ Modified

    Tom Hale now reports to Ana Ruiz; moved from Sales to Customer Success.

  4. + Added

    Customer Success Specialist: a vacant seat, ready to hire.

  5. Priced from the same roles

    Annual cost goes from $767K to $737K: salary × FTE, added up.

  6. One-off money, year 1

    Redundancy $48K (6 months’ salary) plus hiring $11K (2 months’).

Sample organisation, illustrative figures. Annual cost = salary × FTE across the roles shown.

How it works

The same chart, from first import to final slide.

Four stops, in the order the work usually happens. The sample organisation above follows you through each one.

  1. Stop 1

    Org Chart

    Start from the chart you have

    Import a .csv, .xlsx or .xls file where each row has a Role ID and a Parent ID, or build the chart by hand. Common column names are matched for you; salary, FTE, department and employment type come along if your file has them.

    sample-org.xlsx · 7 rows

    Match file columns to Metis fields
    Your columnMetis field
    Employee IDRole IDrequired
    Reports ToParent IDrequired
    Job TitlePosition/Title
    TeamDepartment
    SalarySalary
    FTEFTE
  2. Stop 2

    Future State

    Lock the before, then change freely

    Set Future State takes a locked before-photo called Baseline. You keep editing the chart, and every role you add, move or remove is tracked against it and listed as a change.

    Changes vs Baseline

    • + Added

      Customer Success Specialist — Customer Success · added to the plan

    • ↔ Modified

      Tom Hale — Customer Success · now reports to Ana Ruiz; moved from Sales to Customer Success

    • − Removed

      Mia Chen — Sales · removed from the plan

  3. Stop 3

    Financial

    Cost every version of the plan

    The Financial page prices the chart and keeps the cost current as it changes. Model scenarios with different cost assumptions, see the impact against Baseline on one dashboard, and export the detailed data when a deeper model needs it.

    Year 1 cost bridge · Future State vs Baseline

    One-off costs put year 1 $29K above Baseline; the $30K a year saving carries on after that.

  4. Stop 4

    Presentations

    Take it into the room

    Make a deck from the chart. Slides read the chart live, so a late edit shows up without rebuilding anything. Present full-screen with the arrow keys, or export PDF, PNG or SVG.

    Slide · one team

    Present: ← →PDF · PNG · SVG

Every change, costed and compared

Track what the organisation costs today, model what it could cost tomorrow, and see the difference on one dashboard. Export the detailed data whenever your own model needs more. Figures shown are for the sample organisation.

  • Saves $30K a year vs Baseline
  • $59K of one-off money in year 1
  • 2 managers outside 3–8 reports
Future State vs Baseline · year 1Sample figures
Employment
−$30K
Hiring
+$11K
Redundancy
+$48K
Other
$0
Net
+$29K

Year 1 cost bridge

What moves the year 1 number from Baseline to the Future State: employment, hiring, redundancy and other costs. Here one-offs put year 1 $29K above Baseline.

Direct reports · Future StateTarget 3–8

  • Eleni MarkouCEO

    2 reportsOutside the band

  • James ReidHead of Sales

    1 reportOutside the band

  • Ana RuizHead of Customer Success

    3 reportsIn the band

2 managers outside 3–8 reports

How many people each manager carries

One dot per manager, grouped by department, against a target span you set. 3–8 direct reports is the default.

Future State · $737,000 a year

Where the money sits

The year’s cost as a map of blocks, built from base pay, on-costs, open roles and recruitment.

Annual costTick = Baseline
  • Baseline$767,000

    The locked before-photo

  • Future State$737,000

    Saves $30K a year vs Baseline

  • Another scenario sits here: the same shape, with different rates.

Scenario board

Scenarios side by side. Extra scenarios keep the shape and change the money assumptions.

Take the chart into the room.

Decks are made from the chart and read it live, so a late change reaches the slides without rebuilding them.

Metis · Presentation · Customer Success restructure

Speaker notes: One open role to hire. Tom Hale joins from Sales.

  1. Scope a slide to one team

    Or the whole chart, the top levels, or chosen departments.

  2. Decks read the chart live

    The vacant seat added on the chart is already here. Chart edits show up in the slides.

  3. Present full-screen

    Arrow keys move between slides.

  4. Export PDF, PNG or SVG

    Several pictures download together as one zip.

Plans

Start free with a real chart. Move up when you need more roles priced, more scenarios or the finance exports.

  • Future State counts as one of a chart’s scenarios. Extra scenarios change the money assumptions, not the shape.
  • Each account holds up to 4 org charts. “Roles priced” limits financial modelling, not chart size.
  • Sign-in is by Clerk and data is stored in Convex, both independently SOC 2 Type II audited. Data is encrypted in transit and at rest, and saved charts are tied to your signed-in account.

Free

For getting started

$0No credit card required

Roles priced
Up to 100
Scenarios per chart
2
Monthly cashflow
Not included
Financial exports
CSV
Start free

Pro

For Independent Consultants

$39 a monthbilled yearly

Roles priced
Up to 1,000
Scenarios per chart
5
Monthly cashflow
Included
Financial exports
CSV, XLSX, PDF report, Excel with monthly data

Pro Plus

For Audit & Restructuring Firms

$79 a monthbilled yearly

Roles priced
Up to 5,000
Scenarios per chart
10
Monthly cashflow
Included
Financial exports
CSV, XLSX, PDF report, Excel with monthly data