Scorecards & Ops Reviews

Alignment without accountability is all pain, no gain, so WorkBoard flows OKRs into your operating rhythm with streamlined business reviews and automated scorecards.

Needle movers for the market85% Gross Margin by End of YearGross margins move from 74% to 79%$4B Revenue FY2385% revenue retention in our target customer segments (GRR)$92.1M in Tier 1 and Tier 2 customer upsell sales1.9B RenewalsDecrease customer churn rate (CCR) from 12%-7%$1B total spend80% of people feel we value their growth and developmentActual82%77%$1.52b83.8%$74m$1.87b10.12%$280m65%Target 85%79%$4b85%$92$1.9b7%$1b80%Progress ChartStatusLooking aheadFixed costs are crushing us here. Leases in NY & Austin run out in Q2 and should provide a bump we need.Q1 target and leading indicator for FY23 gross margins.Slowdown in Q1 is hitting us hard – some big deals delayed to Q2. Pipeline is healthy - expect a turnaround next quarterLeading indicator for Revenue - need a plan to course correctDigipay upsells are strong this quarter in our target segments.Market has reacted neutral to price increases which is encouraging: increases outpacing impacts of inflation on COGSExec sponsor departures at Kikasco and Acme hit Q1 hard, but health scores for Q2 renewal accounts look strong.Tracking well!Q1 QBR Scorecard
AstraZeneca

“Scorecards have become invaluable to us.”

John Rodaway
Business Performance Manager, AstraZeneca

Easily share results with Scorecards

WorkBoard Scorecards make it easy to share the status of multiple key results, along with helpful narrative — all in a single view. No more manually copying data, or getting out of sync with the truth.

  • Create a one-slide-view of key results — include the narrative next to the numbers and easily share with your team or the whole org
  • Build your scorecard once, customize to your brand, then share and present as often as needed
  • Always display real-time key result data to empower your team to make fast, informed business decisions
  • Present your scorecard as a meeting dashboard to focus conversations on unblocking obstacles and achieving results

Streamline business and ops reviews

Drive high focus and accountability far more efficiently. Combine and incorporate Strategy, Objectives, Key Results, and workstreams on WorkBoard’s digital business reviews – no scavenger hunt, duplicate data, or recreating the wheel.

  • Create as many biz reviews and dashboards as you need and share them selectively
  • Organize objectives, results, strategy, key actions and narratives in your context
  • Choose key results from any objective and WoBo MBRs charts them for you
  • Add images, videos, native PowerPoint slides, and other application data

End death-by-slide MBRs

Have the real conversations on plan vs actual and replace the 80 page decks with elegant, efficient digital business reviews in WorkBoard (and save millions of dollars).

  • Provide templates for all MBR presenters to populate
  • Populate MBRs in less than 5 minutes
  • Improve information integrity by bring objectives and intended results in seamlessly and eliminating data duplication
  • Organize digital MBRs into packets by board meeting or MBR cycle
  • Use snapshots to capture point in time reporting
  • Reduce meeting attendance by sharing MBRs — people don’t need the meeting to get the picture

Drive weekly focus on outcomes

Your strategy is executed in the millions of micro decisions people make every week. Ensure effort and time are focused on the right outcomes week to week, find and resolve risks faster, and make the important conversations easier.

  • One-click executive meeting view shows staff progress toward group objectives
  • Smart meeting agendas bring objectives and actual progress to key results into conversations effortlessly
  • Manager’s Monday message delivers results progress and risks for the week to focus attention

WorkBoard Applications

WoBo Scorecards & Ops Reviews works seamlessly with all WorkBoard applications

Long-Range
Strategy

Iterate, align and communicate long range company, business unit, product and initiative strategy.

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Objectives &
Key Results

Adapt, align and focus teams on Objectives & Key Results (OKRs) to increase execution capacity by 25%.

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Workstreams &
Action Items

Identify, organize, and assign the work to be done and provide transparency into execution progress.

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“We are so much better aligned! Monthly business reviews went from 4 hours to 45 minutes, they’re risk-focused, and no one wastes time gathering and presenting stale data.”

Tina Murphy
President, GHX

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