Workboard Reviews & Product Details

Workboard Overview

What is Workboard?

WorkBoard is the pioneer of Enterprise Strategy and Results Management solutions and the only OKR offering for both large enterprises and later stage startups. It unlocks growth for its customers by making alignment and accountability easy. WorkBoard’s platform enables high-growth and high-scale companies to align on outcomes and cohesively measure results across the organization. Its OKR coaching services and certification program help organizations quickly achieve results velocity. WorkBoard hosts The OKR Podcast, a resource for anyone who wants to understand how OKRs can unlock growth for their businesses. Customers relying on WorkBoard include Comcast, Microsoft, Cisco, Workday, Zuora, Cision, Malwarebytes, McKesson and others. Investors include Andreessen Horowitz, GGV Capital, M12 (formerly Microsoft Ventures) and Workday Ventures

Workboard Details
Website
Languages Supported
English
Product Description

The Workboard Enterprise Results Management solution helps organizations align OKRs, automate business reviews and execute for growth.


Seller Details
Seller
Workboard
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@WorkboardInc
2,477 Twitter followers
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®
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Workboard Reviews

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Manager of Strategy, Innovation, and Engagement
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The customer service is excellent. I always quickly receive a response on issues and the team does a great job providing suggestions and tips to help make the implementation of workboard as a new tool successful. The availability for facilitation and support have been excellent. It is a great way to stay connected with remote workers and as we start using the tool more, I can foresee how it will help us drive and achieve the work that really matters. Review collected by and hosted on G2.com.

What do you dislike?

Our organization is not always quick to accept new things and many have struggled to adapt their old way of thinking and working into a different approach. It is not intuitive for everyone and takes time to adapt. More analytics for administrators would be very helpful for driving results and utilization of the tool. Right now we are trying to get at that through the API and an analytics dashboard for administrators would be very helpful. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Give it a try and start with your leadership team first. Attend the OKR certification training WorkBoard offers, it is very helpful for making the implementation a success. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are implementing it as a tool to help blend our strategic and operational priorities together. We are also using it to launch the quarterly OKR process which we hope will drive alignment across our organization and improve accountability and communication within our organization. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

I am the administrator of the platform. Administration is extremely easy - one of the easiest platforms I've administered. The end-user experience is simple and is loved by everyone I have talked to. Review collected by and hosted on G2.com.

What do you dislike?

There are no downsides to using WorkBoard in my opinion. We are only in the first quarter of OKR's, but so far I have been able to do everything I've needed to do. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

WorkBoard and the implementation of OKR's into our business has allowed us to prioritize the work we do on a quarterly basis. It has allowed us to systematically deploy the strategy of our company. Review collected by and hosted on G2.com.

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AS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The Workboard group were great throughout the decision-making process of "which solution to purchase" and continued that excellent service/communication during the implementation phase. They were very responsive to any needs for training, coaching, etc. They "pushed" us just enough to take ownership internally maybe a little sooner than we would have on our own, but that was also great. We were actually ready because they had trained us so well. The overall approach to OKR's has made our company more aligned than we have been in quite some time. Review collected by and hosted on G2.com.

What do you dislike?

This is not a direct reflection of Workboard, but it is just one more application to learn. Workboard has so many features, it just takes a fair amount of time to learn all of the capabilities and the best way to approach the specific task you are trying to complete. I'm sure this will get better as we become more familiar. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I mentioned earlier, we are more aligned than ever from the top down, across business verticals. It's great to be able to see how Objectives in one business vertical overlap to another vertical and that we both have pieces of the project to meet an overall company objective. Review collected by and hosted on G2.com.

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Director Global Field Marketing Planning & Strateg
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The Workboard tool is easy to use and provides all employees visibility of OKRs across the entire organization. The tool also allows you to align to OKRs above and below a specific org providing key insights into the metrics we use to measure our business. Setting "Best Possible" OKRs can be challenging but very rewarding, loving this tool and methodology. Review collected by and hosted on G2.com.

What do you dislike?

The tool can sometimes be slow which can be frustrating. With that said, WorkBoard is constantly improving the tool and always accepts feature requests to help improve the overall user experience. The WorkBoard team is fantastic to work with and very responsive. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The Workboard tool helps us align to the companies strategic objectives, providing visibility to all employees. The teams seem to be more connected than ever before and developing OKRs as a team and rolling up and aligning to your managers has provided us with insights we have never had before. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Better visibility and organization. Great team support. The Meetings functionality is a great added perk. Review collected by and hosted on G2.com.

What do you dislike?

The meetings functionality can't be used with people outside the tool Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Trying to get more organized. It's been great in uncovering duplicative work and places where we can work together on larger projects Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

When leveraged to its full capacity, WorkBoard can be a very effective tool to collaborate seamlessly with your organization. I think the one thing I like the most is the ability to track projects/initiatives while also being able to request progress, share documents and assign to-do's to keep everyone moving forward - all in one place. Via email or IMs - there are always delays especially with the folks who are in back to back meetings all day. Everything is track in different ways/areas and can get lost in the noise. Using WorkBoard is definitely (for some) a change in how you approach work but with it you know exactly what's important, where to go, what to look for and can get up-to-speed and back to your colleagues or team members quickly. It's adds value to peoples performance and time. Review collected by and hosted on G2.com.

What do you dislike?

The UI needs improvement for sure, it can be slow at times or the formatting of the content may not always be displayed like you would like. Like any software, it has its limitations and there are features it doesn't have currently that could also make it a bit easier to use. While this can be a bit difficult or off putting, I just think of a way around it or how I can adapt my process to accommodate this (a change in how you approach work). Additionally, WorkBoard is constantly improving the tool and they always accept feature requests or provide a way to leverage WorkBoard in a different capacity to achieve your desired outcome. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Transparency, communication and alignment are the few areas that we have seen improvement since adopting the tool (and this is at half capacity - meaning not everyone in our org uses it to its full potential). We have received feedback from our teams that it definitely helps with being in the know of what's happening across the org. Our leaders are better informed of progress on strategic priorities which helps us make decisions quicker. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

very informative and high energy instructors Review collected by and hosted on G2.com.

What do you dislike?

would be good if it were more hands-on, but overall a good session! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Best okr software in the industry & worth the premium pricepoint- would recommend Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

okr tracking Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I really like the systematic approach of setting objectives and key results on a quarterly basis, making the priorities of the organization transparent to everyone, seeing the progress as the quarter goes along, and then capturing lessons learned and repeating the cycle. It integrates strategy, prioritization, and operational needs in a way that makes sense to all employees. I also love that the team at WorkBoard are so helpful. Review collected by and hosted on G2.com.

What do you dislike?

It isn't as intuitive as I'd like, so there is a bit of a learning curve. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I drive my team crazy with ideas of new ways to do things, new initiatives, or new products to offer. Setting a limited number of truly "key" results provides clarity and focus for my team. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Grants all employees with visibility into company-wide OKRs. Review collected by and hosted on G2.com.

What do you dislike?

As a daily user, I haven't experienced any pain points or come across anything I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If your organization is on the market for a software platform that will enable company-wide change management, visibility and alignment surrounding ORKs or as a project management tool then look no further. WorkBoard is the answer! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The leadership teams I've worked with to help set up and manage their OKRs have noticed a huge increase in productivity, achieving/exceeding their OKRs and become fluent in their knowledge of OKRs across all business units. Review collected by and hosted on G2.com.

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AI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

We have seen significant, measurable results and improvement from integrating WorkBoard in our organization. It helped unlock incredible potential within our teams and allows us to work cross functionally to drive business performance. The WorkBoard tool is the powerhouse that enables us to perform workstreams, schedule meetings and action items, and even create running business reviews in a few minutes that is beautifully presentable to our executive team. What is the most valuable to me is the support that we’ve received from Regina, Sameera and Alex, who have all been incredibly hands on with our team in providing customized training and on-going support to drive adoption. Thank you to the entire WorkBoard team for this amazing and continued partnership. Review collected by and hosted on G2.com.

What do you dislike?

There were multiple training that was required and would have preferred just 1 total training. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Alignment and showing business results. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It's very helpful to see everyones goals at a high level and where they align. Review collected by and hosted on G2.com.

What do you dislike?

It's starting to sync better with current tools, however, it's another tool to learn and use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Seeing high level goals and gaining better alignment. Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Key results provide clarity on the focus efforts and quantity success to achieve right outcomes Review collected by and hosted on G2.com.

What do you dislike?

It is getting tough to agree on the right messaging on the OKRs. Although these provide clarity, come up with them will take a lot of time and it will be challenging. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Getting to know the website & portal. It looks like a great system, but still new with it. Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I love how easy it is to engage and interact with the data, and we can take ownership of our team's behavioral outcomes through the Biz reviews and spider chart. Review collected by and hosted on G2.com.

What do you dislike?

I wish we can play animations in the slides of the Biz review Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Ask for a demo and speak to Deidre Paknad. She will make the time to answer your questions. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It keeps our team accountable. I love the community calls with pro tips, best practices. Our CSM and Executive Coach have been a storehouse of knowledge in terms of setting strong OKRs, teaching us the methodology and helping us to navigate through the platform. I feel they are invested in our success. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Certain people with titles can write OKRs. Review collected by and hosted on G2.com.

What do you dislike?

There is to much to you can do on the tool and feels overwhelming. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take the training courses. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I have not officially started using it to solve problems but the hope is to get alignment from top to bottom. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Learning how other entities utilize Workboard Review collected by and hosted on G2.com.

What do you dislike?

Time duration of the calls during the business day. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Achieving long and short term goals. Workboard has brought much more transparency across our organization Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

i like that you can be flexible in how you measure KRs and can tie alignment up and down the department. Review collected by and hosted on G2.com.

What do you dislike?

it's slow and hard to update things easily from the main team workspaces. i also wish the Full Alignment Report: Next Level Alignment was editable.

if a department has many teams you can only see the full alignment in the Next Level Alignment. each department and team workspaces are separate from each other. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

i would ask your WB customer service team for as much guidance as possible in the beginning when setting up OKRs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

getting more aligned as an organization with what we are working on and why. better transparency across the whole department. Review collected by and hosted on G2.com.

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AI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like the ease of use and the transparency. I can now see how my goals align with the organization all the way to the CEO. Review collected by and hosted on G2.com.

What do you dislike?

Performance can be slow. This can be embarasing during meetings with Execs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

My company is moving towards a growth mindset. The benefits is the transparency and alignment. Workboard also helps everyone focus. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Workboard tool is designed to align with our Leadership and our teams OKR's. Review collected by and hosted on G2.com.

What do you dislike?

When first beginning to use Workboard there were allot of next steps that were to be used, but once you get to know the tool and use it daily it is very easy to use. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I feel that Workboard will help you as an individual grow and strive to align with leadership and team. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It helps each team member align with there managers, teams and company OKR's. Which will provide for more of streamlined company and truly become as ONE Team. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It really helps me organize my most important tasks, track my progress against those tasks and it provides a great platform to communicate with my team. Review collected by and hosted on G2.com.

What do you dislike?

There have been a few very Minor (emphasis) technical glitches. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Just staying on task with some of our most important Objectives. WoBo has really helped us focus on the right things. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Daily we use the workstreams and the meeting components. THe OKR component is something used about 1x per month. Review collected by and hosted on G2.com.

What do you dislike?

The meeting components and the ties to workstreams feel like an afterthought. Not as strong as it could be. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Centralized our meeting agendas notes and actions Review collected by and hosted on G2.com.

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AF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Lots of options to roll-up and mirror data minimizing duplication of entry and providing a variety of options for visibility and input Review collected by and hosted on G2.com.

What do you dislike?

Can sometimes feel a bit overwhelming and not fully intuitive given the number of options provided, especially for infrequent users. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We're able to track our OKR setting and tracking process E2E, which has enable us to move to an OKR model quickly and easily. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Nothing I can think of. OKRs are a very good thing for a company but if you want acceptance and adoption, you must spoil your employees with something that's easy to use and provides value. Review collected by and hosted on G2.com.

What do you dislike?

UI is the worst I've ever seen. The navigation is a total mess and I find myself clicking around just trying to do the simplest things. I guess the app has never been used by the people that created it. I hope we're gonna cancel our contract with them soon and use a tool that's actually working. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

OKRs are a very good thing, but if you implement them in your company, don't disgruntle employees with a terrible user experience. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking OKRs Review collected by and hosted on G2.com.

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Senior Staff Technical Program Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

WoBo enabled us to align on business results, and it changed the culture of our division to be more outcome oriented. It also helped us close the accountability gap by increasing transparency in our progress towards the Key Results. It is a great tool for aligning and collaborate on Objectives and Key Results. Review collected by and hosted on G2.com.

What do you dislike?

It would be great if WoBo allowed for read-only licenses. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

OKR Alignment

OKR Tracking Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Ease of use, ability to do a presentation inside of workboard. Review collected by and hosted on G2.com.

What do you dislike?

Not much in general. Add more helpful tips. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking organization objectives and key results. Able to track the progress and showcase it to leadership Review collected by and hosted on G2.com.

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IA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Promised traceability and accountability for activities.

Faster strategic decisions Review collected by and hosted on G2.com.

What do you dislike?

Convincing the value before making the investment Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Develop a OKR frame of mind first Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Create an OKR culture Review collected by and hosted on G2.com.

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Workboard