[ WorkBoard Reviews ](https://www.g2.com/products/workboard/reviews) [ WorkBoard Reviews ](https://www.g2.com/products/workboard/reviews) # WorkBoard Features ##### ## Prepare (5) Strategy Map Create and manage maps for multiple strategies at the department or company level. Strategy Model Provide pre-defined strategy models that can be customized and combined by users Rules Define rules to assign employees and resources to various strategic plans Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Plan (8) Vision Statement Adds values, mission and vision statements to strategy plans Goals Assigns goals to strategic plans and define owners and milestones for each goal. Collaboration Allow users from multiple teams to collaborate on strategic planning and implementation. Cascade Planning Ensures that various teams, departments, and business entities are aligned with the strategy of the company. Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Project Planning Organize and schedule projects Scenario Planning Develop potential scenarios to identify risks and opportunities Activity Planning Show More ##### ## Optimize (7) Progress Tracking Monitor the progress of all activities related to strategy and identify opportunities for improvement. KPIs Include KPIs to track the status and success of strategic operations. OKR Define and monitor objectives, and key results (OKR). Status Tracking Track the status over time for a request, process, asset, or transaction Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Show More ##### ## Communication (4) Feedback Allows managers and peers to provide feedback on goal progress. Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Show More ##### ## Goal Creation (5) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Action Item Creation Allows users to create goals and takss based on action items decided in in-person meetings. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Show More ##### ## Responses (4) Personalization Provides personalized responses to interlocator based on segmentation or past responses. Route To Human Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had. Natural Language Understanding (NLU) Can have a natural, human-like conversation with an interlocator. Multi-Language Manage and support multiple languages Show More ##### ## Platform (5) Conversation Editor Allows business to edit conversations to meet the unique needs of one's business. Integration Gives users the ability to update systems, like CRM, based on conversations. Human-In-The-Loop Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants. Drag & Drop Editor Editing tool that allows users to drag and drop images, icons, widgets, or other components Human-in-the-loop (HITL) Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. Show More ##### ## Performance reviews (5) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Status Tracking Tracks completion status of employee reviews. Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Show More ##### ## Goals (2) Goal-Setting Facilitates goal-setting for individual employees and tracks progress toward goals. Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (6) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Show More ##### ## Data (4) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Show More ##### ## Execute (4) Performance Track the performance of strategy execution tasks and identity opportunities for improvement Communication Clearly communicate how strategy plans should be implemented accross all departments of the company Alignment Align all staheholders involved to improve collaboration, visibility, and performance Performance Track the performance of strategy execution tasks and identity opportunities for improvement Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Automation - AI Agents (7) Sales Follow-Up Allows users to automate responses to customer inquiries across various channels. Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Lead Generation Allows users to automate the process of generating and qualifying sales leads. Document Processing Allows users to automate the handling, processing, and management of documents. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Natural Language Processing Process and analyze human language in text or audio form Simulation and Scenario Generation Generative AI can generate synthetic data and simulate scenarios for training and testing purposes. Show More ##### ## Autonomy - AI Agents (4) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Strategic Planning - Strategic Portfolio Management (8) Objectives Define strategic objectives related to project and portfolio management Roadmaps Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements Demand management Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives. Resource Planning Assist with dynamic portfolio-level resource planning and what-if scenario modeling Planning Create plans to implement activities to achieve strategic objectives Simulation Simulate the outcomes of various business case scenarios and mix of projects Prioritization Assign priorities to projects and portfolios based on strategic objectives Alignment Align project and portfolios with the strategic objectives of the company Show More ##### ## Strategic Management - Strategic Portfolio Management (8) Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Change Management Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates Optimization Help with continuous improvement and to adapt to strategy updates and market changes Strategy Model Provide pre-defined strategy models that can be customized and combined by users Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Show More ##### ## Data Analysis - Strategic Portfolio Management (3) ESG Impact Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion Financial Performance Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues Forecasting Enable forecasting future performance, resource requirements, and potential risks and opportunities Show More ##### ## Artificial Intelligence - Strategic Portfolio Management (3) Process Intelligence Optimize workflows and processes using machine learning and natural language processing (NLP) Predictive Insights Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment Virtual Agents Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management Show More ##### ## Agentic AI - Performance Management (3) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (180) Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance KPI Monitoring Tracking the status of previously identified performance measurements Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Financial Management Plan, manage, and track the financial activities of an individual or organization Budgeting/Forecasting Create budgets based on historical data and future projections Workflow Management Create, design and manage workflows for repetitive tasks Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Ad hoc Reporting Generate one-off reports that meet information requirements Data Management Ability to handle large datasets Scorecards Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Secure Data Storage Securely stores data to prevent data loss or breaches Trend/Problem Indicators Visually identify direction of development and areas that require attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Self Service Data Preparation Access, combine, transform, and store data without the help of an IT department Generative AI Use AI to generate content in the form of text, images, videos, etc. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Import/Export Import and export data to and from software applications "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Benchmarking Compare key metrics for the business against prominent players in the industry Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Data Integration Combining data from different sources and providing a unified view Predictive Analytics Predict future data based on historical data sets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Prioritization Arrange tasks based on the level of priority or urgency Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Projections Estimate or forecast of a future scenario based on the study of present trends Dashboard Creation Creation and customization of dashboards Document Management Store, manage, and track all electronic documents in a centralized location Planning Tools Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Progress Reports Document and report the progress of ongoing projects Customizable Reports Alter the layout and content of reports Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Reporting Active reporting of data and metrics Commenting/Notes Leave comments and notes on documents for others to view Template Management Create, save, and re-purpose templates for emails, forms, etc. Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Task Management Create, manage and track all task activities and progression Project Accounting Manage and track financials on a project-to-project basis Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Agent Collaboration Multiple agents work together, share tasks, and coordinate to achieve common goals. Data Governance Collection of processes, policies, and standards to manage the storage & usability of enterprise data Prompt Engineering Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service For No-Code Development Build applications without the use of code Version Control Track revisions and updates made to files and navigate between different versions Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Dynamic Modeling Model the varying behavior of a system over time through diagrams API Application programming interface that allows for integration with other systems/databases Memory Management Store and save retrievable data Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Scalability Manage a growing amount of work to meet increased demand without compromising performance Cost Management Manage budgets, track and optimize spending and align capacity to workload demand Scheduling Plan availability and assign specific time slots for tasks and resources Natural Language Interface Interact with agents using conversational language Access Controls/Permissions Define levels of authorization for access to specific files or systems Multiple LLM Models Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more Integration Management Identify which applications need to exchange data and enable these data connections Customizable Frameworks Flexible architecture allowing tailored configurations Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Analytics Tools for the systematic analysis of various types of data or statistics Intent Recognition Helps understand a user's intentions/actions Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Attended Automation Bots that work alongside humans on tasks that cannot be fully automated Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components For Sales/Marketing Used as a promotional or demonstration tool in sales and marketing presentations Generative AI Use AI to generate content in the form of text, images, videos, etc. Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Deep Learning Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data. Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Automated Responses Automatic reply functionality for incoming messages Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Transfers/Routing Transfer queries and organize messages between agents Personalization Adjust communications based on previous interactions or personal preferences Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Virtual Personal Assistant (VPA) Program systems that assist users with their daily administrative responsibilities Chatbot AI-based platform which conducts a conversation via auditory or textual methods Speech Recognition Train your system to interpret and transcribe voice messages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Task Management Create, manage and track all task activities and progression Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Configurable Workflow Configure existing workflows to meet your organization's needs Unattended Automation Automate processes from start to finish without human assistance Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reminders Timed notification for any upcoming task, deadline, appointment, or activity Real-Time Reporting Active reporting of data and metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Profiles Centralized storage for employee data, records, and performance metrics Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Task Progress Tracking Track the status and progress of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Prioritization Arrange tasks based on the level of priority or urgency Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Planning Organize and schedule projects Data Visualization Graphical representation of data Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Task Management Create, manage and track all task activities and progression Real-Time Updates Receive system updates as soon as any changes are made Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Progress Reports Document and report the progress of ongoing projects Single Sign On Allow users to access multiple services after entering their login credentials once Goal Management Allows employees to set and manage work or career related goals Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Dashboard Alter the layout and content of dashboards Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Configurable Workflow Configure existing workflows to meet your organization's needs Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Commenting/Notes Leave comments and notes on documents for others to view KPI Monitoring Tracking the status of previously identified performance measurements Employee Management Track employee schedules, availability, and performance across projects and tasks Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ## 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