CASE STUDY

From Startup Chaos to Strategic Clarity: Twilio’s Journey with WorkBoardAI

1 min read
Ivy speaking

“We love the fact that WorkBoard has created focus for us — we used to have ten different priorities we were working toward at once, and now we have just a few core company metrics that everyone can see and rally around. People love the transparency and the ability to see our progress and shared goals in real time.”

Ivy Grant, SVP of Strategy and Operations, Twilio, Twilio

Before WorkBoardAI​

  • Fragmented, Siloed Operations Due to Rapid, Inorganic Growth:
    Twilio’s fast expansion and multiple acquisitions—ranging from small companies to the multi-billion-dollar Segment acquisition—left the organization with siloed teams, disconnected processes, and limited integration across business units.
  • Ineffective BPM Goal-Setting Process That Lacked Measurability and Visibility:
    The legacy BPM system was home-grown, nonfunctional beyond storing text, encouraged storytelling instead of measurable goal setting, and provided no mechanisms for tracking progress or enabling cross-team visibility.
  • Highly Autonomous Two-Pizza Team Culture That Impeded Strategic Alignment:
    Small, independent teams excelled at ownership and speed but operated with minimal collaboration or shared standards, resulting in abundant activity without coherence toward company-level priorities.
  • Misaligned Functional Structures and No Cross-Organizational Governance:
    Product and sales organizations operated in conflicting matrices without effective governance, making coordinated planning and joint decision-making extremely difficult.

Value & Results

  • Established Company-Wide Focus on a Small Set of Strategic Outcomes:
    Twilio replaced 10 disparate BPM priorities with three to five top-down company OKRs, enabling unified direction and reducing the proliferation of unaligned initiatives.
  • Created a Shared, Scalable Planning Language Across the Enterprise:
    Adopting OKR methodology—after a year of practicing without tooling—gave teams a common framework that replaced inconsistent storytelling approaches and supported disciplined, measurable planning.
  • Enabled Transparency and Executive–Team Engagement Through System Visibility:
    Broad read-only access and executive mid-quarter reviews encouraged real-time updates, fostered accountability, and increased engagement as leaders could directly observe progress and interact with teams via the platform.
  • Accelerated Organizational Maturity and Change Adoption Through Structured Enablement:
    Deep enablement—including certification programs, OKR champions, training cohorts, and iterative quarterly learning—helped embed the methodology, strengthened cross-functional collaboration, and prepared the company for a transformative new strategy.

Conclusion

By implementing WorkBoardAI and fully embracing OKRs, Twilio achieved a significant shift from scattered, bottom-up goal setting to an aligned, transparent, and focused enterprise cadence. The organization streamlined its strategic priorities, improved accountability through visible progress tracking, strengthened cross-team collaboration, and built the operational discipline required to support a more ambitious transformation strategy. Improved focus, engagement, and enterprise-wide clarity.

In this live presentation from Accelerate 2024, Ivy Grant, SVP of Strategy and Operations at Twilio, explores Twilio’s cultural evolution, the challenges of scaling a “teenage company,” and how her team transformed the enterprise planning process by moving from homegrown BPM goal setting to a structured OKR and WorkBoard-enabled operating rhythm. She outlines the cultural obstacles, integration complexities, and strategic drivers that shaped Twilio’s shift toward focus, transparency, and collaborative execution.

Achieve smart, fast growth with WorkBoard.