Easily Connect WorkBoard with Existing Systems & Apps

WorkBoard is the system of results at the top of your strategy and operations stack — where planned and actual results come together transparently

Native integrations in your favorite apps — WorkBoard where you work

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.

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.

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

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.

Activate data-driven decisions and growth.

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