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In this session, Sameera Moinpour introduces Charles Jeffries, Senior Director of Supply Chain Operations at Lam Research, joined by Jason Roberts, Senior Manager of Order Fulfillment Global Operations. Together, they discuss Lam Research's journey enabling strategic accountability to support a $1 trillion wafer fabrication equipment (WFE) market, including why they adopted WorkBoardAI, implementation lessons learned, critical early wins, and what’s next in scaling OKR execution across global operations.
The Challenge
- Fragmented planning artifacts and manual consolidation:
Strategic planning inputs arrived in mixed formats (PowerPoint, Excel, Word), forcing someone (often the program manager) to compile and reconcile everything for reviews.
- Version-control and broken-link “spreadsheet chaos”:
Shared Excel trackers relied on fragile formulas/links; updates routinely broke, triggering email back-and-forth to re-find the right file and re-enter data.
- Insufficient transparency and no consistent single source of truth:
Teams lacked one reliable place to see strategy, objectives, and progress—slowing coordination and “speed to solution” across the organization.
- Limited cross-functional connectivity for execution dependencies:
Manufacturing, supply chain, order fulfillment, and others needed each other to deliver outcomes, but goals and deliverables were not consistently connected across teams.
The WorkBoardAI Solution
- A true single system for strategy execution:
WorkBoard centralized OKRs and business-review content, creating clearer organizational transparency and faster alignment on what matters.
- More effective executive conversations and support through “embracing the red”:
Scorecards made confidence levels obvious (green/orange/red), enabling leaders to surface what was blocked and secure targeted executive help sooner.
- Cascading alignment from leadership to delivery teams:
OKRs were published and aligned from L1 down to L3 (with L3 scorecards directly traceable to executive deliverables), helping every level understand contribution to the “big picture.”
- Streamlined operating rhythm and standardized business reviews:
Executive reviews shifted into WorkBoard (including a milestone where all five GOPS organizations presented business reviews from WorkBoard), reducing lengthy, inconsistent review packs and improving cadence.
Conclusion
Lam Research increased OKR visibility by 2x within the GOPS organization and achieved a major milestone when all five GOPS organizations presented business reviews out of WorkBoard (May 2024). The platform improved strategic accountability through aligned, cascaded OKRs (L1–L3), clearer executive visibility into risks (“red” items), and more standardized review mechanisms that accelerated decision-making and cross-team coordination.
