The Workboard solution enables organizations to iterate and activate their strategic priorities in a data-driven, digital manner. It serves as an organization’s “system of results” so everyone knows the strategic priorities, how success is measured at each level, how teams contribute, and current progress and risks.
Running Business Reviews provide continuous visibility on how objectives, results, execution, risks and decisions are coming together.
Objectives and strategic priorities are clear, transparent and cascaded through teams.
Strategic priorities drive the metrics for success and key results at each level so desired results are clear and progress is measured objectively.
Actions and execution are prioritized and aligned to achieve the results.
Risks are surfaced and addressed quickly in fact-based meetings. Decisions and results inform the next quarterly iteration on strategic priorities.
Use Business Reviews and dashboards for continuous visibility on objectives, metrics and results, the workstreams that drive outcomes and risks to plan. Click into the details to see plan, actual, trend, trajectory, historical data, narrative and all the insights that inform management decisions.
Share real-time reports
Create and share dashboards for strategic initiatives, products, or teams in just a few clicks.
Identify risks earlier
Risks are surfaced automatically so you know where to focus.
Display data from other apps
Embed videos, images, or charts from other business applications like Periscope or Tableau.
Align strategic priorities through the organization, and localize objectives and success metrics to cross-functional groups, functional teams and individuals.
Drive org alignment
Maximize transparency so everyone understands the business plan and how it relates to their own team.
Engage the team in success
Enable each team to plan and set their own targets to support the organization's strategic plan.
Everyone understands how their performance against plan drives upline success.
Measure plan vs actual and see the trajectory, narrative and data points from Web, mobile or Slack. Automatically roll results upwards for instant organization-wide metrics.
Set quantifiable key results to define success, and track progress in real time.
All your data in one place
Update metrics automatically from execution status, other metrics, or external business applications.
Update at the speed of chat
Share and update key results right from Slack or Microsoft Teams conversations.
Align, coordinate and get visibility on the plan of action and work needed to drive your results. Automate workflows and updates to remove friction while increasing visibility.
Eliminate status reports
Get instant transparency into what the team is working on and how priority initiatives are progressing.
Manage team capacity
Use bandwidth, timeline and calendar views to optimize for results and improve capacity decisions.
Collaborate more easily
Share workflows, projects and objectives with cross-functional teams.
Drive fact-based decisions and remove roadblocks faster. Put objectives, metrics, deliverables and projects on meeting and 1on1 agendas so everyone has the latest status.
Capture actionable takeaways during the meeting — everyone's list is instantly updated.
Plan meetings from chat
Coordinate calendars, schedule meetings and add agenda topics from Slack or Microsoft Teams.
Get instant feedback
Ask attendees to rate each meeting's effectiveness so your team get smarter about its time.