Org Planner is org chart software that takes the thinking behind The E-Myth Revisited and turns it into something you can build. Start with your Primary Aim and Strategic Objective, then use the organisational chart builder to design a visual structure around roles and positions rather than the people who happen to fill them today. As accountability chart software, each position gets its own accountabilities, results, and reporting line, so responsibility is written down instead of assumed. Working through the core business-development strategies, this org design tool doubles as role planning software and position description software, mapping who wears each hat so you can see where you are the bottleneck and plan how to hand roles over as you grow.
Ersa: Org Planner
Org chart software that turns The E-Myth Revisited into a working plan, building your organisation around roles rather than people and defining what each position owns.
AI at work Position contract drafting, gap and overlap detection and succession suggestions
Ready to subscribe? Click hereErsa: Org Planner, explained.
Key features
- Build a visual org chart around roles and positions, not individuals — so the structure holds as you grow and hire.
- Give every position its own accountabilities, results and reporting line, in the spirit of E-Myth “position contracts”.
- Capture your Primary Aim and Strategic Objective so every decision ties back to where you're heading.
- Work through the core business-development strategies — organisational, management, people, marketing and systems — all in one place.
- Map who currently wears each hat, then plan how to hand roles over as you recruit, so you work on the business, not just in it.
AI at work in Ersa: Org Planner.
The moments where the AI does the work your team used to do by hand.
Position contract drafting
AI writes a first-draft set of accountabilities and measurable results for each position from a short description of the role, replacing a manual job-description write-up.
Gap and overlap detection
AI reads the org chart and flags work nobody owns, duplicated accountabilities, and people wearing too many hats, an analysis a consultant used to do by hand.
Succession suggestions
AI recommends which roles to hand over first and in what order based on your time allocation and hiring plan, a judgement call a business coach used to make.
Org chart software built around roles
Org Planner is org chart software that follows The E-Myth Revisited. You begin with your Primary Aim and Strategic Objective, then use the organisational chart builder to design a structure around roles, not the individuals who fill them today.
As accountability chart software, every position carries its own accountabilities, results, and reporting line. Responsibility is written down rather than assumed, so people know exactly what they own and how success is measured.
This org design tool also works as role planning software and position description software. By mapping who wears each hat, it shows where you are the bottleneck and helps you plan a structure that holds as you recruit and grow.
Watch Ersa: Org Planner in 90 seconds.
A quick walkthrough of how Ersa: Org Planner works and how teams use it day to day.
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Works with the systems you already use.
Ersa: Org Planner connects to Bitrix24, Google Workspace, HubSpot, Monday.com, Salesforce out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
Built to meet the standards your sector expects.
Ersa: Org Planner is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
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Trusted by teams around the world.
Build Ersa: Org Planner for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
Ersa: Org Planner, common questions.
What does Ersa: Org Planner connect to? +
Ersa: Org Planner works with Bitrix24, Google Workspace, HubSpot, Monday.com, Salesforce, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Ersa: Org Planner to how we work? +
Yes. Ersa: Org Planner is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Ersa: Org Planner? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Ersa: Org Planner for? +
Ersa: Org Planner is used by teams across Field Services & Trades, Hospitality, Marketing & Agencies, Professional Services, Retail & E-commerce and Technology & SaaS, and adapts to the way your business works.