September 2026 Edition, published · The permanent record of that edition, superseded since.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 › Small business · September 2026 Edition

Succession planning for small business buyers

Asked as “succession planning software”, and as “talent review tool”, on behalf of a small B2B company. 48 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
27%
Contested · BambooHR 25%
27Paycor25BambooHR10Lattice38others

27% 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 small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Paycor27%0%35accepted challenger
02BambooHR25%0%31accepted challenger
03Lattice10%27%37criticized challenger
04SuccessionNow6%13%30accepted challenger
05PerformYard6%0%24accepted challenger
06Teamflect4%0%20accepted challenger
Show the three products at 0%, ordered by negative rate
09SAP SuccessFactors Succession & Development0%92%13criticized challenger
08Workday Succession Planning0%92%12criticized challenger
07Leapsome0%55%11criticized 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.
Head to headHead-to-head pages are published for mid-market buyers, so these open on mid-market figures, not small business.
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 →
01
02
03
04
05
06
07
08
09
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Paycor27%
02BambooHR25%
03Lattice10%
04SuccessionNow6%
05PerformYard6%
06Teamflect4%
07Leapsome0%
08Workday Succession Planning0%
09SAP SuccessFactors Succession & Development0%

What they warned about

Two of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.20, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2 and GLM 4.7 FlashX 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.
Lattice
27%
10 of 37 labels negative · 7 of 12 models · 2 hard negative
“Many platforms (e.g., Lattice, Leapsome, SuccessionNow) have high minimum annual fees and steep learning curves that a small team cannot justify.” GLM 4.7 FlashX, negative prompt
SAP SuccessFactors Succession & Development
92%
12 of 13 labels negative · 6 of 12 models · 9 hard negative
“Enterprise platforms like Workday, SAP SuccessFactors, and Eightfold AI use custom pricing that can be significantly higher ... making them overkill for small businesses” Claude Haiku 4.5, negative prompt
Workday Succession Planning
92%
11 of 12 labels negative · 6 of 12 models · 9 hard negative
“Enterprise platforms like Workday, SAP SuccessFactors, and Eightfold AI use custom pricing that can be significantly higher ... making them overkill for small businesses” Claude Haiku 4.5, negative prompt
Oracle Fusion Cloud HCM
86%
6 of 7 labels negative · 5 of 12 models · 5 hard negative
“Enterprise-Level Suites (e.g., SAP SuccessFactors, Oracle HCM Cloud, Workday)... For SMBs, they're massive overkill” Grok 4.20, negative 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. 867 links across 169 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · TalentGuard45 answers · 48 citations · 11 models
vendor site · FirstHR44 answers · 44 citations · 11 models
vendor site · SuccessionStack32 answers · 37 citations · 9 models
vendor site · Monday.com31 answers · 35 citations · 11 models
vendor site · G226 answers · 42 citations · 12 models
26 answers · 32 citations · 9 models
vendor site · Workhuman23 answers · 23 citations · 10 models
vendor site · Guideflow22 answers · 24 citations · 12 models
vendor site · Gartner22 answers · 22 citations · 8 models
vendor site · AIHR21 answers · 21 citations · 11 models
19 answers · 23 citations · 8 models
18 answers · 28 citations · 9 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 days
Paycor paycor.com27%178673,0001,8181,002,900120
BambooHR bamboohr.com25%107490,5005511,055,247$44,698106
Lattice lattice.com10%62590,50013,900122,123$1,328120
SuccessionNow successionnow.com6%730200
PerformYard performyard.com6%2179,9003458,643$2547
Teamflect teamflect.com4%1368801212,59230
TalentHR talenthr.io4%89480189,83132
Empxtrack empxtrack.com4%750024,7630
Creately creately.com2%672,400797,895383,4463
ChartHop charthop.com2%3802,900166,2380

Google's top ten for the three searches hold 17 sites; 4 of them are among the sites the models cited here (aihr.com, 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 small B2B company?”Paraphrase“Which talent review tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top succession planning tools for a small team and how do they differ?”Budget-constrained“What is the best succession planning software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a succession planning software. What should we look at?”Negative“Which succession planning tools should a small business avoid or be cautious about?”
Claude Haiku 4.5Paycor
Three alternativesChartHop, PeopleFluent Succession Management, PerformYard
BambooHRChanged
Two alternativesTalentHR, TestGorilla
Teamflect
Six alternativesBitrix24, Paycor, Peoplebox, PerformYard, TalentGuard Succession Planning, Zoho People
Paycor
Three alternativesPeoplebox, PerformYard, SuccessionNow
no first choiceagainst: Eightfold AI, SAP SuccessFactors Succession & Development, Workday Succession Planning
GPT-5.4 miniBambooHR
Two alternativesLattice, Plum
against: Paycom
BambooHRHeld
Three alternativesPerformYard, Small Improvements, TalentHR
SuccessionHR
Five alternativesPlum, SAP SuccessFactors HCM, Talent Management Suite, Talent Successor, UKG Pro Succession Planning
against: Paycom
StaffCircle
One alternativeLattice
no first choicenothing named
Gemini 3.5 FlashTeamflect
Four alternativesChartHop, Deel HR, PerformYard, SuccessionNow
against: SAP SuccessFactors Succession & Development, Workday Succession Planning
15FiveChanged
Two alternativesPerformYard, Teamflect
against: Lattice
SuccessionNow, Teamflect
Two alternativesPerformYard, Teammeter
against: Cornerstone Succession, SAP SuccessFactors Succession & Development
SuccessionNow, Teamflect
Five alternatives9-Box Grid Template in Excel or Google Sheets, BambooHR, Deel HR, Paycor, PerformYard
against: Cornerstone Succession, SAP SuccessFactors Succession & Development
SuccessionHR
Ten alternativesBambooHR, Built, Deel HR, Gusto, Notion, Paycor, PerformYard, Rippling, SuccessionNow, Teamflect
against: Cornerstone Succession, SAP SuccessFactors Succession & Development, Workday Succession Planning
against: Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, Workday Succession Planning
Perplexity SonarBambooHR, PaycorBambooHRChanged
Two alternativesPerformYard, Small Improvements
Teamflect
Five alternativesBambooHR, Paycor, PerformYard, SuccessionNow, Zoho People
against: Lattice, monday work management
Paycor
Two alternativesBambooHR, Successionly
no first choicenothing named
Grok 4.20Paycor
Three alternativesBambooHR, Succession Wizard, SuccessionNow
BambooHRChanged
Four alternatives15Five, Effy AI, PerformYard, TalentHR
SuccessionNow, Teamflect
Three alternativesBambooHR, Paycor, monday work management
against: Lattice
Empxtrack
Three alternativesCreately, Paycor, SuccessionNow
PerformYard
Three alternativesEmpxtrack, Paycor, Workzoom
against: Cornerstone Succession
against: Lattice, Leapsome, Oracle Fusion Cloud HCM, PeopleFluent Succession Management, SAP SuccessFactors Succession & Development, SuccessionHR, SuccessionNow, SumTotal, UKG Pro Succession Planning, Workday Succession Planning
Mistral SmallPaycor
Three alternativesFirstHR, Lattice, Sage
BambooHR, TalentHRChangedSuccessionNow
Four alternativesPaycor, PeopleFluent Succession Management, Succession Wizard, Teamflect
Paycor
One alternativeSuccessionNow
no first choicenothing named
DeepSeek V4 FlashSuccessionNow
Two alternativesLattice, Paycor
BambooHRChanged
Four alternativesEffy AI, TalentHR, Trakstar, Zoho People
against: Workday Succession Planning
Excel/Google Sheets templates, SuccessionNow
Five alternativesLattice, Leapsome, Paycor, SuccessionStack, monday work management
against: TalentGuard Succession Planning
Empxtrack
Four alternativesAIHR, Airtable, Successionly, Teamflect
against: Lattice, Leapsome, SuccessionNow
BambooHR, Paycor
Four alternativesLattice, Leapsome, PerformYard, SuccessionNow
against: SuccessionHR, TalentGuard Succession Planning
against: Excel, Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, Workday Succession Planning
Llama 4 MaverickPaycor
Two alternativesLattice, Sage
TalentHRChanged
Three alternativesBambooHR, HiBob, Lattice
SuccessionNow
Three alternativesPaycor, PerformYard, Succession Wizard
Paycor
Three alternativesLattice, SuccessionNow, monday work management
no first choicenothing named
Qwen 3.7 FlashBambooHR
Three alternativesGusto, Lattice, Zoho People
LatticeChanged
Four alternativesBambooHR, Highspot, Seismic, TalentHR
Lattice
Four alternativesBambooHR, Paycor, PerformYard, monday work management
Paycor
One alternativeLattice
Lattice, Paycor
Four alternativesBambooHR, Deel HR, Gusto, Rippling
against: Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, Workday Succession Planning
against: Cornerstone Succession, SAP SuccessFactors Succession & Development
Kimi K2PerformYard
Four alternativesChartHop, Lattice, Paycor, SuccessionNow
BambooHRChanged
Three alternativesEffy AI, FeedbackPulse, Trakstar
against: 15Five, Lattice
SuccessionNow
Three alternativesBambooHR, Paycor, PerformYard
against: Lattice, Leapsome
ChartHop, PerformYard
Two alternativesPaycor, Spidergap
against: Dayforce, PeopleFluent Succession Management, SAP SuccessFactors Succession & Development, SumTotal, UKG Pro Succession Planning, Workday Succession Planning
Paycor
Four alternativesCreately, Empxtrack, SuccessionNow, Teamflect
against: Oracle Fusion Cloud HCM, SAP, Workday Succession Planning
against: Lattice, Leapsome, LegalZoom, Nolo, Oracle Fusion Cloud HCM, SAP SuccessFactors Succession & Development, SuccessionNow, Workday Succession Planning
GLM 4.7 FlashXSuccessionNow
Three alternativesBambooHR, Lattice, Paycor
LatticeChanged
Three alternatives15Five, BambooHR, TalentHR
SuccessionNow
Three alternativesLattice, Paycor, Teamflect
against: ChartHop
Creately
Five alternativesEmpxtrack, Lattice, Paycor, SuccessionNow, monday work management
no first choiceagainst: Lattice, Leapsome, SuccessionNow
MiniMax M2.5Lattice
One alternativeSuccessionNow
LatticeHeld
One alternativeBambooHR
SuccessionNow
Five alternativesBambooHR, Lattice, SuccessionStack, Teamflect, monday work management
BambooHR, ClearCompany
Three alternativesExcel/Google Sheets templates, Notion, Trello
no first choiceagainst: Lattice, Leapsome
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 20:10yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:32yes36 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:03yes818 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:33yes186 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 19:06yes3118 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:06yes55 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:51yes1737 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:43yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:21no027 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:30yes924 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:31yes1847 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:08yes1633 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:10yes97 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:49yes36 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 22:01yes2257 s
ParaphrasePerplexity Sonarsonar2026-09-17 18:51yes205 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 20:05yes3418 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:09yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:36yes1616 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:01yes54 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:46yes826 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:05yes977 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:00yes1677 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:00no042 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:34yes1310 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:40yes78 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:59yes1456 s
ComparativePerplexity Sonarsonar2026-09-17 20:45yes2010 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 18:17yes3720 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:41yes56 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:12yes1124 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:39yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:46yes520 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:05yes854 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:10yes2269 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:24yes1030 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:09yes98 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:18yes38 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes1647 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:35yes186 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 19:13yes3921 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:56yes54 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:44yes1639 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:48yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:30yes521 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:22yes934 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:15yes1022 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:21no07 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:17no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:06no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:36yes1930 s
Scale constrainedPerplexity Sonarsonar2026-09-17 21:41yes209 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 18:03yes1113 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 17:57no08 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:36yes1530 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:23yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:43yes534 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:09yes724 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:16yes1559 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:05yes519 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:46yes1911 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:38no04 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:58yes1055 s
Negative framingPerplexity Sonarsonar2026-09-17 18:15yes209 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 21:02yes2816 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 18:46yes56 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:52yes2523 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:13yes94 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:26yes1565 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:43yes2337 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:16yes1363 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:45yes2060 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
Monday.com read as monday work management
Oracle read as Oracle Fusion Cloud HCM
Oracle HCM read as Oracle Fusion Cloud HCM
Oracle HCM Cloud read as Oracle Fusion Cloud HCM
PeopleFluent read as PeopleFluent Succession Management
SAP SuccessFactors read as SAP SuccessFactors Succession & Development
TalentGuard read as TalentGuard Succession Planning
UKG Pro read as UKG Pro Succession Planning
Workday read as Workday Succession Planning
Workday Talent Management read as Workday Succession Planning
monday.com read as monday work management
monday.com Work Management read as monday work management
Unresolved, counted raw
9-Box Grid Template in Excel or Google Sheets
AllyO
Cambridge Small Business Succession Toolkit
Develop Digitally
ELLO Software
LegalZoom
Nolo
Succession Planner
Talent Management Suite
Talent Successor
Discontinued, still offered
No shut-down product was recommended here.
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