Leaders and teams use WorkBoardAI to achieve peak enterprise performance in a fast-changing world

ALIGN OUTCOMES
DRIVE OUTCOMES
Set and link strategy to OKRs, use AI to draft lead and lag targets, manage KRs and KPIs, identify strategy-execution gaps
Track progress with scorecards and MBRs, have data-driven performance reviews
Use AI to draft team, squad and individual objectives and key results and identify gaps.
Update key results from other business systems, project management tied to OKRs
ALIGN OUTCOMES
Set and link strategy to OKRs, use AI to draft lead and lag targets, manage KRs and KPIs, identify strategy-execution gaps
DRIVE OUTCOMES
Track progress with scorecards and MBRs, have data-driven performance reviews
ALIGN OUTCOMES
Use AI to draft team, squad and individual objectives and key results and identify gaps.
DRIVE OUTCOMES
Update key results from other business systems, project management tied to OKRs

The perfect balance of maturity and simplicity

Align better. AI helps teams set better OKRs faster, turn output into measurable outcomes, lower the learning curve, and identify cross-functional dependencies.
okr software
Drive faster. Create scorecards and dashboards with KRs from across teams to frame operational conversations and drive focus. 
Scorecard tracking measurable key results

Leaders rely on WorkBoard; teams delight in it

Peter Ter Kulve, Unilever
Tiffany Christner, Boeing
Steve Shafer, A.O. Smith
Tina Murphy, GHX
Teams aligned to business objectives Teams aligned to business objectives

Align on Outcomes

  • Clarify the long-range strategy, assumptions and outcomes that drive OKRs
  • Simplify and improve OKRs with AI Co-Author to help draft objectives, improve measures, and identify cross-functional dependencies
  • Update key results from popular apps like Salesforce, Jira, Azure DevOps, Apptio, ServiceNow, Excel and more
  • See real progress which is calculated automatically over the quarter
  • Add confidence ratings and narratives for texture and transparency
Track progress of measurable key results

Identify Dependencies

  • AI identifies functional and cross-functional alignment
  • Identify blockers, supporting KRs, and related outcomes
  • Show related work in  WorkBoardAI, Jira, and other apps to key results
  • Get the status of related KRs and work on scorecards and dashboards
  • See end to end from long range strategy to current OKRs to project execution with visual alerts on the breakdowns
Track progress of measurable key results
AI powered weekly OKR management process AI powered weekly OKR management process

AI works for you

  • Accelerate team alignment with draft OKRs and smarter measures
  • Generate a plan of action from OKRs instantly
  • Get an instant summary of what’s changed on dashboards and send meeting pre-reads
  • Get a Monday memo with status and issues that need attention
  • Prepare for 1on1s with summaries of individual’s progress and feedback guidance
  • Use agents to publish executive briefs on strategic priorities that cut across teams, objectives, key results, and workstreams
OKR tracking tools including scorecards and heatmaps

Dashboards drive discussions

  • Easily create views for different team, executive and operational meetings
  • Insert any KR and display any of its attributes including starting value, target, actual, MoM change, owner, last updated, last comments, confidence ratings and more
  • Include related KRs and work along with their status
  • Publish selectively and export to PowerPoint and Excel
  • Get, schedule and distribute dashboard summaries and pre-reads with AI
OKR tracking tools including scorecards and heatmaps
Erik Huddleston

“WorkBoard has been an invaluable partner to me in 3 companies and over many years.”

Erik Huddleston
CEO, Aprimo

Aprimo
Business reviews with objectives and key results Business reviews with objectives and key results

 No-prep business reviews

  • Run MBRs and QBRs from inside WorkBoardAI and Teams – skip the slide prep!
  • Easily add sections and elements like formatted text and image boxes, your strategy, OKRs, KR thumbnails, KR charts and graphs, workstreams and more
  • Bring like PowerPoint, PowerBI, Salesforce and other app data into the Biz Reviews
  • Capture actions from the meeting and show the status of last-meeting actions
  • Put everyone’s biz review in the same packet for the monthly meeting to easily tab through and look back
  • Use AI to send a pre-read with wins and issues so everyone comes prepared for the discussion
Performance management software aligned to team performance

Elevate team leaders

  • Make it easy for team leaders to manage results and people
  • See direct and dotted line reports and their progress in one place
  • Identify who’s overloaded and who’s not focused to coach accordingly
  • See instant details on a person’s recent progress and challenges with AI
  • Get coaching on how to handle difficult conversations with AI coach on call
Performance management software aligned to team performance

Seamless integration with your Microsoft environment

Microsoft Teams Integration
Microsoft Teams Integration
Outlook Integration
Outlook
Azure DevOps Integration
Azure DevOps Integration
Track key result progress from other business apps Track key result progress from other business apps

Update KRs from other apps and use WorkBoardAI from inside your other tools

Jira Integration
Jira Integration
Slack Integration
Slack Integration
Webex Integration
Webex
more integrations more integrations

WorkBoardAI is a no-regrets decision

right okr software

Align & Drive OKRs.  Set OKRs and align cross functionally with dashboards to help you drive faster

Leaders & teams.  Give everyone the capabilities and visibility they need to execute your strategy well

AI easy button.  The learning curve and OKRs come right to you with Co-Author and automated briefings

Our mission.  This is our sole purpose, and customers have trusted us with their strategies for a decade

Fast path.  Your data moves in a day, and your people get intuitive UX, AI, live help, and LMS for a smooth start

Easy integration.  Easy access to popular data sources and native experiences in Teams, Jira, Azure DevOps, and more

Scale & security. Deployments over 30k people + enterprise grade security so your strategy and investment are safe

Credibility & community.  Innovation leader with thousands of certified professionals and beloved customer gatherings

Every CEO wants faster, better strategy execution – not “good enough” execution

Your choice of strategy execution and OKR system should meet the moment.