WorkBoard Features

Create and manage maps for multiple strategies at the department or company level.

Provide pre-defined strategy models that can be customized and combined by users

Define rules to assign employees and resources to various strategic plans

Support multiple strategy frameworks such as Balanced scorecard and OKR

Pre-designed layouts that can be customized to match preferences and requirements

Adds values, mission and vision statements to strategy plans

Assigns goals to strategic plans and define owners and milestones for each goal.

Allow users from multiple teams to collaborate on strategic planning and implementation.

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Organize and schedule projects

Develop potential scenarios to identify risks and opportunities

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

Include KPIs to track the status and success of strategic operations.

Define and monitor objectives, and key results (OKR).

Track the status over time for a request, process, asset, or transaction

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor task progress and planned accomplishments to better manage project status

Establish measurable goals and objectives and track their progress over a specific period of time

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provides a channel for team members to share media files, communicate, and work together

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Follow the progression of a task associated with performance reviews

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Establish measurable goals and objectives and track their progress over a specific period of time

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Gauge satisfaction and receive information for improvement and success

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Alter the layout and content of reports

Receive data and information in real time

Track the performance of strategy execution tasks and identity opportunities for improvement

Clearly communicate how strategy plans should be implemented accross all departments of the company

Align all staheholders involved to improve collaboration, visibility, and performance

Track the performance of strategy execution tasks and identity opportunities for improvement

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Define strategic objectives related to project and portfolio management

Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements

Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.

Assist with dynamic portfolio-level resource planning and what-if scenario modeling

Create plans to implement activities to achieve strategic objectives

Simulate the outcomes of various business case scenarios and mix of projects

Assign priorities to projects and portfolios based on strategic objectives

Align project and portfolios with the strategic objectives of the company

Provide a 360 view of all projects and portfolios and their corresponding strategies

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates

Help with continuous improvement and to adapt to strategy updates and market changes

Provide pre-defined strategy models that can be customized and combined by users

Support multiple strategy frameworks such as Balanced scorecard and OKR

Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion

Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues

Enable forecasting future performance, resource requirements, and potential risks and opportunities

Optimize workflows and processes using machine learning and natural language processing (NLP)

Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment

Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management

Manages talent pool to ensure key indivduals are being prepared for key roles.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Online portal where employees can access and track their own information

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

Pre-designed layouts that can be customized to match preferences and requirements

Use AI to generate content in the form of text, images, videos, etc.

Track employee schedules, availability, and performance across projects and tasks

Centralized storage for employee data, records, and performance metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assess skills, outcomes and results using preset metrics and averages

Set up connections to third-party platforms to improve business processes

Peer/teammate feedback and review on individual's performance

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Evaluation process that provides feedback on an employee's job performance

Document completed by employee to assist with career and personal development to reach short term and long term goals

An individual's evaluation of his or her own strengths, weaknesses, and skills

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Create, fill out, and send performance reviews to individual employees

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

Electronic storage of staff/employee contact information and job status in a centralized repository

Manage the process of evaluating documents or requests submitted for approval

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Catalog, manage, and develop employee skill sets

Application programming interface that allows for integration with other systems/databases

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of enhancing skills & experiences for continuous professional growth & advancement

Add customized logos and colors to align with company branding

Timed notification for any upcoming task, deadline, appointment, or activity

Tools to improve and measure employee satisfaction and involvement

Facilitate training materials that help employees grow and progress in their positions

Streamlining repetitive tasks and activities through automated and predefined workflows

Review data from past periods to reveal recurring tendencies and predict future performance

Tracking the status of previously identified performance measurements

Interact with data visualization elements, such as charts and graphs, to drill down into data

Plan, manage, and track the financial activities of an individual or organization

Create budgets based on historical data and future projections

Create, design and manage workflows for repetitive tasks

Graphical representation of data

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generate one-off reports that meet information requirements

Ability to handle large datasets

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Securely stores data to prevent data loss or breaches

Visually identify direction of development and areas that require attention

View and track pertinent metrics to find patterns and gain insights from data

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Access, combine, transform, and store data without the help of an IT department

Use AI to generate content in the form of text, images, videos, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Import and export data to and from software applications

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Compare key metrics for the business against prominent players in the industry

Set up connections to third-party platforms to improve business processes

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Combining data from different sources and providing a unified view

Predict future data based on historical data sets

Assemble applications and processes by dragging over and arranging pre-built components

Arrange tasks based on the level of priority or urgency

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Estimate or forecast of a future scenario based on the study of present trends

Creation and customization of dashboards

Store, manage, and track all electronic documents in a centralized location

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Document and report the progress of ongoing projects

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active reporting of data and metrics

Leave comments and notes on documents for others to view

Create, save, and re-purpose templates for emails, forms, etc.

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Create, manage and track all task activities and progression

Manage and track financials on a project-to-project basis

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Allow users to access multiple services after entering their login credentials once

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Model the varying behavior of a system over time through diagrams

Application programming interface that allows for integration with other systems/databases

Store and save retrievable data

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

Interprets what a user is doing based on context and helps guide them through the process.

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

Assemble applications and processes by dragging over and arranging pre-built components

Used as a promotional or demonstration tool in sales and marketing presentations

Use AI to generate content in the form of text, images, videos, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Track and manage adherence to policies for any service, product, process, or supplier

Automatic reply functionality for incoming messages

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Program systems that assist users with their daily administrative responsibilities

AI-based platform which conducts a conversation via auditory or textual methods

Train your system to interpret and transcribe voice messages

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability

Identify, track, and respond to negative feedback

Manage and track all internal and external communication conducted via calls, email, text, or chat

Timed notification for any upcoming task, deadline, appointment, or activity

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized storage for employee data, records, and performance metrics

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track the status and progress of tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Arrange tasks based on the level of priority or urgency

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Reporting on how each user, task or process has advanced since its initiation

Organize and schedule projects

Graphical representation of data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Establish measurable goals and objectives and track their progress over a specific period of time

Create, manage and track all task activities and progression

Receive system updates as soon as any changes are made

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Document and report the progress of ongoing projects

Allow users to access multiple services after entering their login credentials once

Allows employees to set and manage work or career related goals

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of dashboards

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Leave comments and notes on documents for others to view

Tracking the status of previously identified performance measurements

Track employee schedules, availability, and performance across projects and tasks

Pre-designed layouts that can be customized to match preferences and requirements