Get strategy execution right.

ECONOMICS Of A High Velocity, High Efficiency Business Q2 2022 - 27 days left 84%PEOPLE Have The Career Experience Of A Lifetime And Strong Connections Here Q2 2022 - 27 days left 72%FY22 Operating & Financial Plan Q2 2022 - 27 days left 54%75% of CORE revenue is multi-year subscription 72% of 75%Amanda DineroAs of Jul 475% weekly active users (WAU) for target segment accounts 73% of 75%Barry BosserAs of Jul 4130 target segment customers have the Snazzy v1 release in production EOQ (the committed KR is 27) 28 of 27MeUpdateAs of Jul 43CUSTOMERS Have An Exceptional Experience With Our Products And Our People Q2 2022 - 27 days left 63%My ObjectivesShow:Teams I manage and co-manageFOCUS On The Right Market Segments With Stand-Out Value Jack CEOMack: Company ELT71%Q2 2022 - 27 days left 85% of new customer bookings (ARR) are from customers in our target segments 84% of 85%Joe SmartsAs of Jul 485% revenue retention in our target customer segments (GRR) 82% of 85%Joe SmartsAs of Jul 414 DUEUPDATE KEY RESULTSMy OKRsMy Key ResultsMy Manager’s OKRsMy Team OKRsCOMPANY ELT
81%Foster a culture of ambition and creativity that fuels Acme 2030Danielle Levitz: Information Technology72%Optimize investments and company resources so we can accelerate innovationDanielle Levitz: Information Technology63%Technology leads the way to a digital businessDanielle Levitz: Information TechnologyFY Q2 OBJECTIVESSHOW KEY RESULTS4.5%of 5%Shift another 5% of our non-mfg workload to cloud Danielle Levitz300of 458Kevin CampbellEvery IT employee has a 5 year professional growth plan in place (458 including new projected hires for next quarter)Fewer than 10 major incidents a year Maria Manzano16of 1013of 32Desktop and security costs rationalized - $32M run rate cost reduction Kavin CampbellDIGITAL & TECH HEADLIGHT METRICSROBOTIC PROCESS AUTOMATION - INNOVATING BY REPLACING MANUAL PROCESSES Q2 PERSPECTIVEDanielle, ask from you to reach out to region leads to drive urgency Only live in 1 NA location as of today but anticipating strong momentum in the coming 2-3 weeks that should allow us to hit our target of 6 locations by EOQ. The digital workplace uptake is driving more than 30k engagement touchpoints monthly. There's tons of learnings here that can be applied to other areas. Kevin has the lead on that.Focus Condition Monitoring: RPA Progress, Gaps, & Forecast
 We encountered some issues in several countries that have slowed progress on Visa and Passport RPA - likely to lower the annualized savings by $11M if we can't resolve, and will have a $900k cost hit if we delay 1 month As of March 1, we had full sign-off from Corporate Legal and each country's legal team Target is 43 locations for both processes, and we quickly deployed the HR RPA to all 43! Shout-out to Kevin, Serena, and the team. The intricacies of multiple country jurisdictions was challenging and the squad met the challenges with an unflappable attitude.806040200May 6May 13May 20 May 27Jun 3Jun 10Jun 17Jun 24Jul 1Jul 8Jul 15Jul 22Product & Technology Leadership MBRDanielle LevitzBiz ReviewsProduct & Technology Monthly Business ReviewsManual Visa & Passport Intake Steps Manual HR Intake Steps
WorkBoard9:00 AMHow to calibrateSee how your directs’ teams are doing40% average progress across 3 OKRs for Q4 2020 · 65 days left3 new risks · 10 risks totalShowYou and Your Directs2 results need facts from youUpdateNudge all7 results are stale, so you don't know what you don't knowCompanyELTShowShowGood morning, Jack! Get the team calibrated on results on Monday so it can celebrate on Friday.Time is a non-renewable power source.
5Customer SuccessProgressJul 31Create solutions of practices that support our innovation strategy and brand87%8ProgressJul 31Provide exceptional customer experience that extends customer lifetime84%2Jul 31The Customer Sucess team operates at its best53%SalesProgressJul 31Engage the right buyers and make it simple for them to buy from us48%0Jul 31We are a lean mean revenue driving machine always winning36%0OKR HeatmapFilter OKRsTypeTeamShow meMy direct’s teamsPurchasingTrainingProduct DeliveryOperational VulnerabilityClient ServicesRev Ops (US)Rev Ops (EMEA)IntegrationsTalent AcquisitionPartnershipsLegalCustomer JourneyProduct ManagementDynamics EngineeringGlobal SalesTrainingOperationsProduct MarketingDigital GrowthSubscriptionsCustomer MarketingNorth America SalesProduct ManagementCompany ELTCustomer MarketingSecurity & ComplianceSupply ChainReporting & ComplianceProduct

WorkBoard is the enterprise standard for results

The only complete Strategy Execution stack

Alignment

across the org

  • Long-range outcomes > OKRs > actions
  • Iterate quickly and visualize at scale
  • Misalignment and dependency analyses

Increase execution
capacity 25%

Accountability

for outcomes

  • Biz review cycle and scorecard automation
  • 2-level alignment dashboard
  • Execution heatmaps and insights

Lower overhead by
15% or more

Focus

time and effort

  • Weekly Calibrate & Celebrate ritual
  • Workstreams, actions and status
  • Smart agendas in team and 1on1 meetings

Execute strategy
30% faster

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WorkBoard customers execute bold strategies faster

“We transformed our operating model in 60 days and now run our business out of WorkBoard.”

Charles Zentay
CIO of Strategy, Planning & Regulatory, National Grid

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“Accelerated strategy execution and achieved 110% of the annual plan by 3rd quarter.”

Rich Barger
Global Director, Cyber Threat Intelligence Ops & Product Strategy, Accenture

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36% increase in capacity aligned and contributing to strategy.

John Goodwin
SVP of Public Affairs, Poly, an HP Company

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“At the enterprise level, in this digital era, having alignment in driving our measurements against the strategy is really, really important.”

Cindy Hoots
Chief Information Officer & Chief Digital Officer, AstraZeneca

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“I thought the benefits of OKRs and WorkBoard would take awhile, but it was instant. And it was contagious and transformative.”

Nanci Taylor
Vice President, Digital Strategy at IBM

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“WorkBoard is at the heartbeat of how we deliver on our operating model.”

Kate Boatman
VP Digital Product & Commercial, T-Mobile

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“At every level, we have a set of interconnected OKRs, so employees can relate their work all the way up and down the organization. And that gives purpose and drive in what the team is doing.”

Vikas Butaney
Chief Product Officer and VP/GM, Cisco

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“With everything accelerating, you must think about risk differently, and the winners and losers are going to shake out much faster.”

Steve Shafer
President, Automotive & Aerospace, 3M

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“The transparency from WorkBoard’s heat map is a key factor of our cultural transformation.”

Alexandra Malak
VP HR People Innovation & Digital Transformation, Renault Group

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Strategy execution should be the most robust process in the business — it's your future.

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Results are the one thing everyone should align on.