Execute Faster, Smarter, & Leaner​

Strategy is just a promise; execution is proof.
Our AI agents raise your organization’s execution certainty, capacity and speed. ​

Align on Results > Get Operational Capacity > Automate Cadence Reporting > Strategize and Optimize

You don’t just set the vision,

you set the pace

AI agents raise your operating speed: Adapt, align, execute and assess results faster at every level of the org

Get Everyone Aligned on Results

Align on Results​

Results require clarity

Agents ensure every team has clarity on metrics so the company achieves its results – agents make it fast and simple.

True Business Goals

  • Instant drafts based on past outcomes, company and manager priorities​
  • Adapt quickly as company and team strategic priorities change​
  • Align goals to work and initiatives with bi-directional visibility

Measure Real Impact

  • Instantly define “from-to by when” ​
  • Assess and improve what is measured​
  • Update measures automatically with data from other systems like SFDC, Jira​

Align Across Silos

  • Automatically link dependencies and coordination points
  • See status of related efforts in the same views

System of Record

  • Company, team and individual goals that add up to real performance ​
  • Analytics on goals, attainment, alignment, and attention ​
  • Sync to Workday​

Drive Faster Execution

Drive Faster Execution

Speed wins races

Team leads know exactly what to focus and drive day to day, and everyone gets answers and insight on your business at ChatGPT speed.

Turn Goals to Actions​

  • Get instant workplans from goals
  • Automatic management cadence based on team and company priorities

Daily Focus Briefing​

  • Today’s actions to progress goals​
  • Follow through items from last week’s meetings and team assignments
  • Pre-reads for day’s 1on1s based on progress and challenges

Productive 1on1s​

  • Agendas based on work, goals, sentiment and prior meetings​
  • Pre-reads help managers navigate hard topics and give smarter coaching ​
  • Actions and decisions are captured automatically and show up in Daily Focus Briefings and future meetings​

Automate Operating Cadence Reporting

Automate Cadence Reporting

Save time and money

Agents know your strategic direction and do the prep work to set up the right MBR and QBR discussions.

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Automated Reporting​

  • Generate, update and distribute scorecards​
  • Prepare and deliver MBR and QBR pre-reads​
  • Automate weekly and periodic team and initiative reporting

Productive Meetings​

  • Set agendas from OKR and work progress with prior meeting actions
  • Deliver pre-reads in Teams or Slack​
  • Capture actions and decisions from meetings automatically ​
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Easy integration

  • Update result progress from CRM, Jira and other systems
  • Sync Agents with your calendar to gather insights from meetings
  • Let Agents monitor slack or Teams channels for emerging issues
           See integrations

Strategize & Optimize Execution

Strategize to Optimize Execution

Get pattern recognition

Get immediate analysis on operating barriers, causes of shortfalls, team dynamics and more – with plans to improve you can execute now.

Forward Execution Risk

  • Assess work in Jira or pipeline in CRM for blockers to outcomes
  • Look at team OKRs, related work in Jira or Salesforce, and our Teams channels, identify what is going sideways and recommend solutions
  • Assess where our skills don’t line up with the objectives we have for the coming quarter or year

Your Execution Patterns

  • Analyze execution patterns and shortfalls for root causes and provide action plans
  • Build a roadmap based on past delivery, pace, skills, and strategic priorities
  • Create leadership roadmap map for me or a member of my team based on current behaviors, achievements and desired growth

People Dynamics & Performance

  • Assess current team operating dynamics, achievement pace, and execution; recommend and help us implement improvements
  • Analyze a person or team’s performance including targets, actuals, operating patterns and sentiment; suggest coaching and key areas of improvement
  • Thought partner on how to work more effectively with a manager, an employee or as a team based on actual patterns
Steve Shafer
PAST ATTENDEES

“WorkBoard helps us stay focused on the important things and execute on our strategy – it's our source of truth.”

Stephen Shafer
President and CEO, A.O. Smith

How leaders use WorkBoardAI

You haven’t adapted until everyone has

Agents help teams align their results and effort as fast as your strategic priorities change – it’s a speed and force multiplier.

alignment tree at workboard

Drive weekly cadence

“Our CEO gets a Friday briefing from her agent with what she needs to know on the 55 metrics she cares about – the issues are the Monday meeting agenda.”

Alexis Kearns, CHRO at GHX​

WorkBoard in MS Teams

Face forward, not backward

Agents know your strategic direction and do the prep work to set up the right MBR and QBR discussions.

RevOrg Business Review

The facts are the facts

One system of record, zero debates on whether the target is the target and the actuals are the actuals. Manage on data.​

Single source of truth
Joel neeb speaking

“VMware achieved its strategy one year early because of the alignment, transparency and fast cadence WorkBoardAI gave us.”

Joel Neeb
Chief Transformation & Business Operations Officer, VMware
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aprimo erik image

“WorkBoard is indispensable for driving organizational clarity and marshaling resources to the most important value-creating activities. It's the backbone of our operating model, allowing us to scale even in super dynamic environments.”

Erik Huddleston
CEO, Aprimo
Read this story

The faster, smarter, leaner way to execute

Deliver on your strategic ambitions this year.

John Scorecards at risk results