Easily Connect WorkBoard with Existing Systems & Apps

Source key result updates from existing systems and bring WorkBoard into your favorite tools as a native experience.

WorkBoard Integrations to Enterprise Apps

Native integrations in your favorite apps — WorkBoard where you work

Microsoft Teams Integration

Experience WorkBoard from inside Teams! See and update OKRs, heatmaps and Biz Reviews right from Teams. Bring OKR progress, risks and updates into daily Microsoft Teams chat conversations and meetings.

Azure DevOps Integration

Update key results automatically as you complete work in Azure DevOps. See progress on your team's OKRs without leaving Azure DevOps.

Slack Integration

Get a conversation-first WorkBoard interface with Slack. WoBot checks in on Fridays for key results reminders and helps people achieve their best outcomes. Use chat to answer “how are we doing on plan?” and update key result progress right in Slack.

Jira Integration

Bring objectives and key results into line of sight in JIRA and update key results automatically from JIRA projects. Learn more.

Outlook Integration

Create smart meeting agendas with automatic results and risks data in WorkBoard as you schedule people's time in Outlook. Action emails on the spot and make better choices for time with your OKRs and a consolidated list of actions in one simple view.

Microsoft Teams Integration
Microsoft Teams Integration

Distributed and WFH teams can experience WorkBoard from inside Teams. See and update OKRs, heatmaps, and Biz Reviews right from Teams. Bring OKR progress, risks, and updates, into daily Microsoft Teams chat conversations and meetings to keep teams aligned, connected and moving toward results.

Azure Dev Ops
Azure DevOps Integration

Update key results automatically as you complete work in Azure DevOps. See progress on your team's OKRs without leaving Azure DevOps.

Slack Integration
Slack Integration

Get a conversation-first WorkBoard interface with Slack. WoBot checks in on Fridays for key results reminders and helps people achieve their best outcomes. Use chat to answer “how are we doing on plan?” and update key result progress right in Slack.

Jira Integration
Jira Integration

Bring objectives and key results into line of sight in JIRA and update key results automatically from JIRA projects. Learn more.

Outlook Integration
Outlook Integration

Create smart meeting agendas with automatic results and risks data in WorkBoard as you schedule people's time in Outlook. Action emails on the spot and make better choices for time with your OKRs and a consolidated list of actions in one simple view.

Use our integrations to automatically update progress to key results

Business Data Example KRs Connectors to source systems
Sales & Revenue Operations
  • Target $ ARR and bookings
  • Lead volume/quality – # MQLs, SQLs
  • Churned Revenue $ or %
Salesforce, Dynamics, Hubspot, Marketo, Pipedrive, Redshift, MS SQL, Snowflake
Finance & HR
  • GRR
  • Gross Margin
  • $ Lifetime customer value
  • Current ratio % or contribution margin %
SAP, Oracle, Workday, Dynamics, NetSuite, Excel, Google Sheets, Periscope Data, SmartSheet, Power BI
Customer Success & Help Desk
  • NPS #
  • Time to response or resolution (mins)
  • Help Center usage - # views
Zendesk, ServiceNow, Gainsight, Jira
Collaboration & Development
  • Product launch (Epic) % completion
  • Market entry initiative % completion
  • # of Risks by Feature
Jira, Aha!, MS Planner, Asana, Trello, CA Agile Central (Rally), GitHub, Azure Dev Ops
Manufacturing
  • Capacity Utilization %
  • Production Throughput # by Product
  • Reliability %
Honeywell Manufacturing Information Intelligence System (MIIS), Excel sheet, SAP
BI Tools
  • DAU, WAU, MAU
  • Cross sell/upsell metrics
  • Product line revenue detail
Periscope Data, Power BI

At scale for IT, easy for users

WorkBoard's DataStream Architecture makes it easy for IT teams to efficiently orchestrate data flow and integrations at scale while enabling end users to simply and quickly source data for their key results. Empower everyone to operate at their best with data and facts on plan vs actual results.

The partnership with WorkBoard, the value, and the tool are fantastic. It's very well developed, it's well built, it's super functional. It's got a great UI/UX.

Greg Higham

Greg Higham
CIO at Malwarebytes

Imagine, real-time plan vs actual transparency without the bureaucracy.

See it in action!
WorkBoard - Enterprise OKR Solution