September 2026 Edition, published · The permanent record of that edition, superseded since. The current standing is on the category page →
Index › HR › Performance and talent management › Succession planning · September 2026 Edition

Succession planning

Asked as “succession planning software”, and as “talent review tool”, on behalf of a mid-market B2B company. 52 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
31%
Contested · Engagedly 17%
31Lattice17Engagedly08Empxtrack44others

31% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Lattice31%5%38endorsed leader
02Engagedly17%0%14accepted challenger
03Empxtrack8%0%10accepted challenger
04Teamflect6%0%10accepted challenger
05TalentGuard Succession Planning4%4%24accepted challenger
06SuccessionNow4%0%16accepted challenger
07SuccessionStack4%0%14accepted challenger
08UKG Pro Succession Planning2%8%12accepted challenger
Show the seven products at 0%, ordered by negative rate
13SAP SuccessFactors Succession & Development0%32%25criticized challenger
14Workday Succession Planning0%32%25criticized challenger
15Oracle Fusion Cloud HCM0%25%12criticized challenger
11Cornerstone Succession0%16%19accepted challenger
09PerformYard0%0%14accepted challenger
10Leapsome0%0%12accepted challenger
12ChartHop0%0%10accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All twenty-eight head-to-head pages: the top eight products, each against each

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
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Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative50%
Key
01Lattice31%
02Engagedly17%
03Empxtrack8%
04Teamflect6%
05TalentGuard Succession Planning4%
06SuccessionNow4%
07SuccessionStack4%
08UKG Pro Succession Planning2%
09PerformYard0%
10Leapsome0%
11Cornerstone Succession0%
12ChartHop0%
13SAP SuccessFactors Succession & Development0%
14Workday Succession Planning0%
15Oracle Fusion Cloud HCM0%

What they warned about

One of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Perplexity Sonar, Grok 4.20, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Workday Succession Planning
32%
8 of 25 labels negative · 5 of 12 models · 1 hard negative
“Workday, SAP SuccessFactors, Cornerstone OnDemand: ... avoid purchasing them solely for succession” Gemini 3.5 Flash, scale prompt
SAP SuccessFactors Succession & Development
32%
8 of 25 labels negative · 4 of 12 models · 3 hard negative
“you generally want to avoid dedicated enterprise-suite software (like SAP SuccessFactors or Oracle) which can cost tens of thousands of dollars a year” Qwen 3.7 Flash, budget prompt
Excel
100%
2 of 2 labels negative · 2 of 12 models · 2 hard negative
“Using Excel, Google Sheets, or static offline templates to track your organization's succession plan is a widespread but dangerous practice.” Gemini 3.5 Flash, negative prompt
Cornerstone Succession
16%
3 of 19 labels negative · 2 of 12 models · 1 hard negative
“avoid purchasing them solely for succession, as they are too complex and expensive” Gemini 3.5 Flash, scale prompt

What they cite

Twelve of the twelve models returned a source list in this edition: four return the pages they cited and eight the search results they consulted.

Sites the answers cite

65 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 816 links across 169 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · TalentGuard39 answers · 46 citations · 11 models
vendor site · Guideflow32 answers · 40 citations · 11 models
vendor site · FirstHR30 answers · 31 citations · 10 models
vendor site · Engagedly28 answers · 30 citations · 11 models
vendor site · Gartner26 answers · 33 citations · 10 models
25 answers · 25 citations · 9 models
vendor site · SuccessionStack22 answers · 28 citations · 10 models
19 answers · 22 citations · 7 models
18 answers · 26 citations · 8 models
vendor site · Monday.com18 answers · 20 citations · 10 models
vendor site · G217 answers · 35 citations · 8 models
vendor site · SkillPanel16 answers · 22 citations · 6 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

Search against answers

Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best succession planning software”, “succession planning software”, “succession planning tools”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
Company and productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
Lattice lattice.com31%62590,50013,900122,123$1,328120
Engagedly engagedly.com17%771,000347,9550
Empxtrack empxtrack.com8%750024,7630
Teamflect teamflect.com6%1368801212,59230
TalentGuard Succession Planning talentguard.com4%41027,3103
SuccessionNow successionnow.com4%730200
SuccessionStack successionstack.com4%111002
BambooHR bamboohr.com4%107490,5005511,055,247$44,698106
Paycor paycor.com4%178673,0001,8181,002,900120
UKG Pro Succession Planning ukg.com2%300310,168$11,996120

Google's top ten for the three searches hold 17 sites; 3 of them are among the sites the models cited here (gartner.com, peoplemanagingpeople.com, talentguard.com). The first result for “best succession planning software” is gartner.com.

How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHide
ModelDirect“What is the best succession planning software for a mid-market B2B company?”Paraphrase“Which talent review tool would you recommend to a mid-sized B2B company?”Comparative“What are the top succession planning tools and how do they differ?”Budget-constrained“What is the best succession planning software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a succession planning software. What should we look at?”Negative“Which succession planning tools should I avoid or be cautious about?”
Claude Haiku 4.5Engagedly, Lattice
Four alternativesChartHop, ELMO Software, Fuel50, TalentGuard Succession Planning
BambooHRChanged
Two alternativesLattice, Paylocity
no first choice
One alternativePeoplebox
Empxtrack
Two alternativesPaycor, PerformYard
no first choicenothing named
GPT-5.4 miniUKG Pro Succession Planning
Three alternativesCornerstone Succession, Quantum Workplace, SAP SuccessFactors HCM
LatticeChanged
Three alternativesLeapsome, SAP SuccessFactors Succession & Development, Workday Succession Planning
Oracle Fusion Cloud Talent Management, SAP SuccessFactors Succession & Development
Three alternativesBambooHR, ClearCompany, Lattice
StaffCircle
Three alternativesBambooHR, Lattice, UKG Ready
no first choicenothing named
Gemini 3.5 FlashLattice
Five alternativesChartHop, OrgChart, PerformYard, SuccessionNow, Teamflect
against: SAP SuccessFactors Succession & Development, Workday Succession Planning
LatticeHeld
Five alternativesConfirm, HiBob, Leapsome, Rippling, Teamflect
against: Workday Succession Planning
no first choice
Six alternativesCornerstone Succession, Plum, SAP SuccessFactors Succession & Development, SuccessionNow, TalentGuard Succession Planning, Teamflect
SuccessionNow
Four alternativesDeel HR, PerformYard, Teamflect, The 9-Box Grid Spreadsheet
against: Cornerstone Succession, SAP SuccessFactors Succession & Development, TalentGuard Succession Planning
Lattice
Five alternativesPerformYard, Plum, Qooper, TalentGuard Succession Planning, Teamflect
against: Cornerstone Succession, SAP SuccessFactors Succession & Development, Workday Succession Planning
against: Excel, Google Sheets
Perplexity SonarTalentGuard Succession Planning
One alternativeEngagedly
LatticeChanged
Four alternatives15Five, Betterworks, ThriveSparrow, UKG Pro Succession Planning
no first choicePaycor
One alternativeBambooHR
no first choicenothing named
Grok 4.20Engagedly
Three alternativesLattice, SuccessionNow, SuccessionStack
against: UKG Pro Succession Planning
LatticeChanged
Four alternatives15Five, BambooHR, Leapsome, Paylocity
SAP SuccessFactors Succession & Development
Four alternativesCornerstone Succession, Oracle Fusion Cloud HCM, UKG Pro/Ready, Workday Succession Planning
SuccessionNow
Four alternativesEmpxtrack, Lattice, PerformYard, Workzoom
against: Paycor, monday work management
no first choiceagainst: SAP SuccessFactors Succession & Development, Workday Succession Planningagainst: Paycom, SAP SuccessFactors Succession & Development
Mistral SmallEngagedly, Lattice
Three alternativesSuccessionNow, SuccessionStack, TalentGuard Succession Planning
15Five, LatticeChanged
One alternativePerformYard
no first choiceSpreadsheets
Three alternativesLattice, Paycor, SuccessionNow
no first choicenothing named
DeepSeek V4 FlashEngagedly, Lattice
Four alternativesLeapsome, Paylocity, SuccessionNow, SuccessionStack
against: Cornerstone Succession, Dayforce, Workday Succession Planning
LatticeChanged
Four alternatives15Five, Betterworks, Culture Amp, Leapsome
against: Workday Succession Planning
no first choice
Eight alternativesChartHop, Cornerstone Succession, Lattice, SAP SuccessFactors Succession & Development, SuccessionNow, SuccessionStack, TalentGuard Succession Planning, Workday Succession Planning
Teamflect
Three alternativesCreately, SuccessionNow, monday work management
no first choicenothing named
Llama 4 MaverickEngagedly
Three alternativesLattice, SuccessionStack, UKG Pro Succession Planning
no first choiceChangedno first choicePaycor
Two alternativesGuideflow, TalentGuard Succession Planning
no first choicenothing named
Qwen 3.7 FlashEngagedly
Four alternativesLattice, SuccessionStack, SuccessionWizard, TalentGuard Succession Planning
LatticeChanged
Two alternatives15Five, PerformYard
no first choiceBambooHR
Four alternativesAirtable, Lattice, Notion, OrgChartNow
against: Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development
Devisl, Divalent, Lumesse, TalentGuard Succession Planning
Three alternativesBambooHR, Justworks, Rippling
against: Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, Workday Succession Planning
against: DISC, Enneagram, Excel, Myers-Briggs
Kimi K2SuccessionStack
Four alternativesClearCompany, Engagedly, Lattice, Paylocity
against: BambooHR, Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, Workday Succession Planning
LatticeChanged
Two alternativesLeapsome, PerformYard
SAP SuccessFactors Succession & Development
Four alternativesLattice, SuccessionNow, SuccessionStack, Workday Succession Planning
Empxtrack, Teamflect
Two alternativesSIGMA Succession Planning Templates, SuccessionNow
against: Lattice
no first choiceagainst: Paycom
GLM 4.7 FlashXDayforce, Engagedly, Lattice, SuccessionStack
Seven alternativesCornerstone Succession, Leapsome, SAP SuccessFactors Succession & Development, SuccessionNow, TalentGuard Succession Planning, UKG Pro Succession Planning, Workday Succession Planning
LatticeChanged
Two alternatives15Five, Quantum Workplace
no first choice
Thirteen alternativesChartHop, Cornerstone Succession, Dayforce, Eightfold AI, Lattice, Leapsome, Oracle Fusion Cloud HCM, PeopleFluent Succession Management, SAP SuccessFactors HCM, SuccessionNow, SuccessionStack, TalentGuard Succession Planning, Workday Succession Planning
Empxtrack, monday work management
Three alternativesSuccessionNow, SuccessionStack, Teamflect
against: Lattice, Paycor
Engagedly
Five alternativesCornerstone Succession, Empxtrack, Lattice, Paycor, PerformYard
nothing named
MiniMax M2.5Engagedly
Three alternativesLattice, TalentGuard Succession Planning, UKG Pro Succession Planning
LatticeChanged
Three alternatives15Five, Betterworks, Culture Amp
no first choiceCreately, Empxtrack, Teamflect
Two alternativesLattice, monday work management
no first choice
Five alternativesEngagedly, Qooper, SuccessionHR, TalentGuard Succession Planning, UKG Pro Succession Planning
nothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency.
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:57yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:00yes38 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:52yes1546 s
Direct recommendationPerplexity Sonarsonar2026-09-17 21:25yes188 s
Direct recommendationGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 18:09yes3020 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:41yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:53yes1322 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:58yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:37yes523 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:53yes1654 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:51yes1249 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:25yes510 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:03yes98 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:45no04 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:33yes1424 s
ParaphrasePerplexity Sonarsonar2026-09-17 18:53yes205 s
ParaphraseGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 21:14yes3015 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:05yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:31yes1917 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 17:58yes54 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:17yes530 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:02yes1551 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:03yes2228 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:48yes1022 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:41yes1511 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:33yes27 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:27yes720 s
ComparativePerplexity Sonarsonar2026-09-17 20:11yes208 s
ComparativeGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 19:38yes1814 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:58yes56 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:57yes1723 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:59yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:02yes829 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:31yes1140 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:24yes833 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:13yes513 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:14yes96 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:41yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:48yes2020 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:44yes206 s
Budget constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 21:07yes3621 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:10yes55 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 18:32yes2546 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:11yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:44no029 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:15yes1225 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:17yes1050 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:42yes1017 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:01no07 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 17:58no05 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 22:02yes1351 s
Scale constrainedPerplexity Sonarsonar2026-09-17 17:53yes208 s
Scale constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 19:55yes1211 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 21:20no010 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:27yes1520 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:14yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:06no032 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:05yes823 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:50yes1298 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:01yes922 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:38yes169 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:43yes59 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 22:04yes1044 s
Negative framingPerplexity Sonarsonar2026-09-17 19:47yes206 s
Negative framingGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 18:19yes3217 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 20:07yes54 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:30yes2524 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:20yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:00no032 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:02yes2429 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:48yes947 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:32yes519 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

ShowHide
Category-scoped readings
Cornerstone read as Cornerstone Succession
Cornerstone OnDemand read as Cornerstone Succession
Deel read as Deel HR
Eightfold read as Eightfold AI
Monday.com read as monday work management
Monday.com (Basic Plan) read as monday work management
Oracle read as Oracle Fusion Cloud HCM
Oracle Fusion read as Oracle Fusion Cloud HCM
Oracle HCM read as Oracle Fusion Cloud HCM
Oracle HCM Cloud read as Oracle Fusion Cloud HCM
Oracle HCM Cloud Succession Planning read as Oracle Fusion Cloud HCM
Oracle Talent Management / Talent Review and Succession Management read as Oracle Fusion Cloud Talent Management
PeopleFluent read as PeopleFluent Succession Management
SAP SuccessFactors read as SAP SuccessFactors Succession & Development
SAP SuccessFactors Succession and Development read as SAP SuccessFactors Succession & Development
TalentGuard read as TalentGuard Succession Planning
UKG read as UKG Pro Succession Planning
UKG Pro read as UKG Pro Succession Planning
Workday read as Workday Succession Planning
Workday HCM read as Workday Succession Planning
Workday Succession read as Workday Succession Planning
monday.com read as monday work management
Unresolved, counted raw
8fold
AIHR Succession Planning Tools & Templates
Arcoro
Devisl
OrgChartNow
Peoplise
SIGMA Succession Planning Templates
SIGMA Succession Templates
SuccessionWizard
The 9-Box Grid Spreadsheet
iMocha Succession Planning Tools
Discontinued, still offered
No shut-down product was recommended here.
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