WorkBoardAI is the complete enterprise solution for strategy execution and OKRs

Your Viva Goals Replacement:

  • Purpose-designed for strategy execution with OKRs in 2014 and innovation leader in the OKR domain
  • Complete capabilities for 1) setting OKRs with features like OKR Co-Author and 2) driving progress with features like scorecards, business reviews, and Monday Memos
  • Only provider with enterprise scale with customers like 3M, AstraZeneca, Cisco, CrowdStrike, Ford, Humana, Mars, Renault and deployments over 30,000 employees
  • On Microsoft infrastructure
  • Certified Workday integrations
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The enterprise standard for OKRs and strategy execution

“WorkBoard helps us stay focused on the important things and it's our source of truth. It’s the rhythm of the business that really helps us make sure we’re continuing to execute on our strategies.”

Stephen Shafer
President and Chief Operating Officer, A.O. Smith

“I couldn't run my business without WorkBoard. We would be so much slower, and I would never have the data I need to navigate all the changes outside or drive the changes we need inside.”

Tina Murphy
President & CEO, GHX

“WorkBoardAI is a superpower for building alignment at a time when we need it most.”

Joel Neeb
VP of Execution and Transformation, Office of the CEO, VMware

WorkBoardAI is the preferred solution for Viva Goals customers

Connect company strategy, teams’ OKRs, and individual goals while simplifying cross-functional, team, and 1on1 conversations to drive progress on the most important outcomes.

No technical expertise is needed to create scorecards from multiple OKRs, update KRs via business systems, or generate presentations for business reviews, so it’s easy to move from documenting OKRs to driving them.

Microsoft & Workday Partner

  • Microsoft and Workday are preferred partners and strategic investors in WorkBoard.
  • Workday-certified goals and org structure integrations
  • Workday Trustworthy AI certification

See WorkBoard in MS Teams  

Enterprise Security & Infrastructure

  • Hosted on Azure in Microsoft’s US and European data centers
  • ISO/IEC 27001, SOC 2, and TiSAX certifications
  • GDPR compliance 
  • Encrypted by design and BYOK available

Enterprise Security and Privacy  

Works seamlessly in your Microsoft environment

Get better aligned faster

WorkBoard AI drafts team Objectives and Key Results based on your organization's strategy:

  • Map long-range strategy pillars to each business unit's quarterly Objectives and Key Results.
  • Iterate on Key Results so they're better measures.
  • Transform tasks to outcomes, and lagging to leading measures instantly.
  • Translate and genetate OKRs in the team's language on the fly.

Streamline meetings and share progress

Eliminate painful, inefficient status update meetings. Organize Strategy, Objectives, Key Results, and Action Items into a single view for fast, on-demand progress updates.

  • Share Scorecards as conversation pre-reads, so everyone shows up to the meeting with helpful context
  • Bring cross-functional dependencies uncovered by AI and machine learning directly into Scorecards to quickly surface this week’s risks and blockers to execution.
  • Present your Scorecard as a meeting dashboard and always display real-time data for fast, informed business decisions - across any time zone and in any language.

Distill and deliver progress summaries at the right time

WorkBoardAI distills results progress into actionable summaries for delivery to the right stakeholders at the right time.

  • Instantly create progress summaries for scorecards and biz reviews (MBRs).
  • Get the right executive briefing at the right time, schedule executive summaries to be generated and sent to key stakeholders on a customized schedule.
  • Publish summaries on team pages, biz reviews (MBRs), scorecards and into Microsoft Teams channels instantly, or to PowerPoint and Excel.

Give and get transparency

Access real-time OKR progress and identify risks across all teams and people in the organization. WorkBoardAI's Heatmap View provides instant health-checks across the org.

  • Empower leaders to assess all teams' progress from a single view.
  • Drill down into risks to efficiently take action and alleviate obstacles.
  • Connect the long-range strategy to quarterly key results to uncover dependencies, redundancies, and hidden opportunities for valuable collaboration.

Easy Operation, Migration, and Integration

  • No sysadmin needed with self serve entity and team creation
  • 1-step data migration from Viva Goals via API or selective movement via Excel or PowerPoint
  • Microsoft Teams and Azure DevOps integrations + Salesforce, Jira, Excel, Smartsheets and more
  • Friendly pricing to make your choice even simpler

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