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WorkBoard

](/products/workboard/reviews)

(308)4.6/5

WorkBoardAI is the enterprise system of record for Strategic Portfolio Management, built natively on OKRs as the goal-setting and prioritization framework. It connects long-range strategy to portfolio investment decisions, initiative roadmaps, capacity allocation, and daily execution, with AI agents embedded across every layer to surface risks, automate reporting, and keep leaders decision-ready without manual data wrangling. Why WorkBoardAI's SPM is different: WorkBoardAI is the only SPM platform with OKRs as a native, first-class layer, so every initiative, program, and portfolio is evaluated and prioritized against actual strategic outcomes, not just timelines and budgets. When priorities shift, AI agents instantly surface the downstream impact: which initiatives are at risk, which capacity commitments need to flex, and which executive briefs need updating. What WorkBoardAI SPM covers: Outcome-driven portfolio prioritization: every initiative is linked to a strategic goal and day-to-day work Roadmaps and dependency mapping: visualize what's being built, when, and what depends on what across portfolios Capacity planning: allocate resources against strategic demand, with native Workday integration Scenario modeling: model the impact of priority changes before committing AI-generated executive reporting: MBRs, QBRs, and executive briefs generated automatically from live execution data AI Chief of Staff and Portfolio Analyst agents: embedded in the flow of work to surface risks, drive follow-through, and automate operating cadence Built for enterprise scale: Boeing, 3M, Capital One, Viasat, Axos Bank, AssetMark, Experian, Avery Dennison, Vestas, and more global enterprises use WorkBoardAI to connect portfolio investment to strategic outcomes with the operating discipline to execute predictably at scale. "We have a system of record for finance, HR, sales and marketing. What's our system of record for our strategy and execution? WorkBoardAI." — Sam Wilson, CEO, 8x8 "Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce." — Erik Huddleston, CEO, Aprimo

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### 79.0

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Pinned by G2 as a common question

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over 1 year ago

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[
# What is your primary use case for Workboard, and how has it impacted your OKR management?
](/discussions/what-is-your-primary-use-case-for-workboard-and-how-has-it-impacted-your-okr-management)
What is your primary use case for Workboard, and how has it impacted your OKR management?

[

Objectives and Key Results (OKR) Software

](https://www.g2.com/tags/objectives-and-key-results-okr-software)[

Strategic Planning and Execution Software

](https://www.g2.com/tags/strategic-planning-and-execution-software)

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about 3 years ago

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[
# What is Workboard used for?
](/discussions/what-is-workboard-used-for)
What is Workboard used for?

[

Objectives and Key Results (OKR) Software

](https://www.g2.com/tags/objectives-and-key-results-okr-software)[

Strategic Planning and Execution Software

](https://www.g2.com/tags/strategic-planning-and-execution-software)

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[Phil W.](https://www.g2.com/users/45a9ec5b-617e-4023-a6f5-a9bbc8e1de5e "Phil W.")

•

over 10 years ago

PR and Marketing Communications Lead at YUMAX

PR and Marketing Communications Lead at YUMAX

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[
# Can you track time spent against individual tasks or at a project level?
](/discussions/2926-can-you-track-time-spent-against-individual-tasks-or-at-a-project-level)
We are looking for a solution that not only represents project phases and tasks but also the ability to track time by team members against individual tasks and therefore the project as a while. Does Workboard support this level of granularity?

[

Performance Management System

](https://www.g2.com/tags/performance-management-system)[

Strategic Planning and Execution Software

](https://www.g2.com/tags/strategic-planning-and-execution-software)[

Objectives and Key Results (OKR) Software

](https://www.g2.com/tags/objectives-and-key-results-okr-software)

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## Top Contributors in WorkBoard

1

 ![Phil W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phil W.")
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### [Phil W.](https://www.g2.com/users/45a9ec5b-617e-4023-a6f5-a9bbc8e1de5e "Phil W.")

PR and Marketing Communications Lead

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2

AS

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### [Andrea S.](https://www.g2.com/users/5830df52-b730-4d44-a0df-604a33bb84f4 "Andrea S.")

Program Manager, Business Process Re-engineering

1 pt