WorkBoard Reviews & Product Details

WorkBoardAI is the enterprise system of record for strategy and execution, powered by AI agents. It helps organizations execute faster, smarter, and leaner by connecting long-range strategy to daily work and reinforcing disciplined operating rhythms across leaders and teams. Enterprises use WorkBoardAI to align priorities, raise operational capacity, and turn strategy into measurable outcomes with AI Chief of Staff and Leadership Coach agents embedded into the flow of work. WorkBoardAI customers include Boeing, Viasat, BAE Systems, 3M, A.O. Smith, Renault Group, Capital One, State Street, Experian, Elevance Health, DaVita, BlueCross BlueShield, Cisco, Workday, Red Hat, 8x8, UnitedHealth Group, Avery Dennison, Mars, Nordstrom, Vestas, Dominion Energy, Albemarle, and more. Business leaders use WorkBoardAI to: • Execute strategy faster, smarter, and leaner • Align multi-year priorities to quarterly OKRs • Raise organizational velocity without adding headcount • Replace status updates with decision-ready executive briefs • Automate operating cadence reporting and MBRs • Surface execution risks and cross-functional dependencies early • Increase certainty and predictability in performance • Strategize and optimize using AI grounded in real execution data WorkBoardAI gives business leaders a system of record for strategy and execution, with AI agents that reinforce alignment, accountability, and follow-through across the enterprise. HR leaders use WorkBoardAI to: • Build stronger leaders at scale with AI Leadership Coach agents • Increase manager effectiveness and coaching consistency • Align performance conversations to business outcomes and OKRs • Raise operational capacity across the management layer • Reinforce accountability, recognition, and feedback habits • Improve cross-functional alignment and team dynamics • Measure and demonstrate impact on business performance WorkBoardAI helps HR leaders strengthen leadership capability while embedding execution discipline into daily work. Leaders and teams rely on WorkBoardAI for effective execution: “We chose WorkBoardAI to drive strategy execution in a faster-changing world. Its AI will help us improve strategic clarity, focus, operational rigor, and coaching as we deliver on our vision.” - Peter Tur Kulve, Business Group President, Unilever "WorkBoard helps us stay focused. It’s the rhythm of the business that really helps us make sure we’re continuing to execute on our strategies.” - Steve Shafer, COO & President, A.O Smith “WorkBoard brought joy to our team! The AI experience is just magical, and it’s brought us closer together as a team and Product organization.” - Tiffany Christner, Chief of Staff Cloud Engineering, Boeing “Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce.” - Erik Huddleston, CEO, Aprimo “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 “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

Product Website

Seller

WorkBoard

Discussions

WorkBoard Community

Languages Supported

English

Overview by

David Chase

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

WorkBoard Integrations

(10)

Verified by WorkBoard

WorkBoard Media

WorkBoard Demo - Align & Adapt Strategy in real Time

Connect company, team, and individual objectives in one system of record so priorities stay aligned as conditions change. Shift direction mid-quarter with full visibility into dependencies and progress.

WorkBoard Demo - Automate Your Execution Rhythm

AI agents generate briefs, scorecards, and pre-reads for weekly staff meetings, MBRs, and QBRs — keeping leadership focused on decisions, not administration.

WorkBoard Demo - Get a Daily Focus Plan Powered by AI

Start each day with prioritized actions, follow-ups, and meeting prep generated from real progress data — ensuring execution stays connected to strategic outcomes.

Automate OKR drafting, scorecards, status reports, MBR/QBR prep, and cross-functional alignment so managers spend time driving decisions, not building slides.

Equip every manager with AI-powered coaching support — draft kudos, prepare 1:1 agendas, navigate hard conversations using SBI, and improve OKR quality with structured guidance tied to real work.

AssetMark CEO Lou Maiuri explains how WorkBoardAI helps the company align quickly, adapt continuously, and execute with the speed that drives competitive advantage.

GHX CEO Tina Murphy explains how AI amplifies her ability to spot emerging risk, prioritize effectively, and ensure her organization stays aligned and on track.

Speaking at Accelerate, Athena Murphy, VP of Business Execution and Chief of Staff to the CEO at Juniper, shares how shifting the focus away from the acronym enables teams to drive urgency, deliver value to the company, and stay motivated!

In one of the most traditional retail sectors, Summers Hutchings and the CarMax team drove a hugely successful digital transformation, dramatically changing the way their customers interact with them and buy cars.

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Maitri P.

Dentist

2/7/2026

"Centralized Goals, But Steep Learning Curve"

4/5

What do you like best about WorkBoard?

I like how structured, well planned, and clear WorkBoard is. Goals, targets, updates, and priorities are off my shoulders and easy to track in one place. Having everything in one place makes it easier to stay clear on priorities. Target updates and progress are well structured, so I don’t have to search through emails or spreadsheets, nor do I have to jot it all down. It helps keep discussions focused and ensures everyone is aligned on what needs attention. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

The interface can feel a bit complex at first, and it takes some time to get used to all the features. Making it beginner friendly would make it so easy. Review collected by and hosted on G2.com.

Rory T.

Strategic Initiatives Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

3/19/2025

"Transparency, Alignment, Collaboration"

5/5

What do you like best about WorkBoard?

Having WorkBoard implemented across our entire organisation has meant everyone is reporting their progress in one place; this gives global visibility of what teams are achieving (and also where they might be struggling), reducing the tendency for teams to operate in silos, encouraging collaboration and reinforcing the 'common goal' mentality.

As someone with administrator responsibilities in the platform, it's important for me to have easy access to effective technical support - we have a fantastic Customer Success Manager who understands the structure of our business, what our strategic goals are and will actively work with us to ensure we are getting the most out of WorkBoard. The online 'help' articles are comprehensive and thorough, and if we ever find we need to raise a support ticket, the response time is fast, usually within an hour, and the support engineers remain engaged until the issue is resolved.

Workstreams in WorkBoard have proven particularly useful, they are now used widely across the business, and not only for OKR related projects - in addition to allowing teams to easily report progress towards key results, they allow for easy collaboration and management of projects as well as providing clear ways to identify tasks that are stalled or at risk.

We're just starting to lean into the AI-generated team briefs - having a short bullet point summary of your team's progress including significant wins and off-track results automatically emailed at a scheduled time allows our leadership to go into meetings and project reviews fully informed with minimal effort.

WorkBoard's overall ease of use and the functionality it offers means it has become part of the standard day-to-day for a significant number of our team - an increasing number of meetings are taking place within WorkBoard and the ability to integrate OKR progress and workstreams directly into the agenda has been a game-changer for maintaining momentum through each quarter. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Although relatively minor, if I could make one change it would be to allow Admin users greater access to users' profiles to allow for more meaningful internal support with OKR setup and general troubleshooting; a 'log in as' function would be really useful. Review collected by and hosted on G2.com.

What problems is WorkBoard solving and how is that benefiting you?

As a global business with teams spread across the world, it can be difficult for everyone to feel aligned and involved when it comes to strategy and goal setting; rolling out a structured OKR programme got us a long way towards overcoming this issue - WorkBoard has taken it to the next level. Strategic business objectives are now visible to everyone, this visibility makes it far easier for teams to identify what they should be focusing on in a given period, and crucially, WorkBoard allows individuals to see directly the impact that their efforts are having on the achievement of these business goals - turning something which could otherwise seem a distant concept into a real and tangible target.

General OKR effectiveness has improved; with clearly communicated guidelines for publishing OKRs and submitting timely Key Result updates, everyone knows what's expected of them and when. It's straightforward to see what OKRs your upline team (VPs, Directors etc) has in place, so teams are able to easily create goals that not only support leadership, but also support overall business strategy.

When it comes to the process of setting quarterly OKRs, teams are finding that WorkBoard's in-built AI functionality helps to refine the focus of their Key Results; rather than replacing discussions around what and how to measure, Co-Author elevates the conversation, prompting teams to set goals that support upline teams and stretch them to success and rather than just checking boxes - the AI input has proven especially useful for teams who see their achievements not measured by traditional financial metrics.

Cross-functional collaboration is now far less challenging - when working on projects or Key Results that require input from different departments, 'dynamic teams' allow for a unified approach, putting everyone involved on the same page with shared Key Results and workstreams that give everyone full visibility of tasks that others are working on. Canvas functionality then allows teams (both dynamic and functional) to come together and actively share retrospective reviews and opinions on the results from the previous quarter, setting them up well for setting targets for the next. Review collected by and hosted on G2.com.

Jaclyn D.

Sales Enablement and Training Manager

Enterprise (> 1000 emp.)

3/13/2025

"WoBo, our strategic partner pushing us to execute seamlessly, transparently and effectively"

4.5/5

What do you like best about WorkBoard?

Makes it really easy for my users to organize team objectives and key results and update them weekly. Can tie back to company glass balls easily. Scorecards can curate the right information for the right person. Customer support and account managers are next level partners. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Scorecards/canvas can have bugs. Some UX opportunities for improvement in how we navigate and level up information for people. Make it easier for wobo admins to have more control and access. Need aha integration. Review collected by and hosted on G2.com.

What problems is WorkBoard solving and how is that benefiting you?

Workboard is solving the need for teams to have clear milestones and goals for each quarter. AND tying them back to company strategy. It is also solving the dependency/relationship/risk elevation for our teams and enhances transparency. Creates one space for updates with real-time accurate information. Review collected by and hosted on G2.com.

Verified User in Construction

Enterprise (> 1000 emp.)

3/29/2025

"Visibility & Transparency when Executing your Strategy"

4.5/5

What do you like best about WorkBoard?

WorkBoard provides us with a cloud-based platform to manage our Strategy Execution program. This gives us scalability, visibility to what's actually going on and transparency in terms of being able to see the progress being made. Being able to search across the platform gives us insights into who is doing what and the ability to realign teams. The platform also includes a GenerativeAI component that allows teams to accelerate their OKR creation process and streamline reporting out utilizing all the data in the platform. Scorecards allow leaders and teams to visualize their progress in a simple tabular format - "OKRs on a page". Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Sometimes flexibility can be a barrier to adoption. For seasoned users, knowing they can to get to the same place from multiple starting points in the platform, is an advantage. However, for new users that flexibility can be confusing and sometimes users do get lost. We have seen the tool (WorkBoard) complexity used as an excuse for not engaging with the OKR methodology. Review collected by and hosted on G2.com.

Milton D.

Manager, Talent Acquisition

Enterprise (> 1000 emp.)

10/4/2025

"Easy to track goals!"

4/5

What do you like best about WorkBoard?

We use it to track our OKRs and monitor their progress. It makes collaboration straightforward and simple. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

I haven't encountered anything noteworthy so far, but I should mention that my experience has been limited. Review collected by and hosted on G2.com.

Lisa A.

Horizontal Delivery HRBP

Small-Business (50 or fewer emp.)

3/13/2025

"Great experience with Workboard!"

5/5

What do you like best about WorkBoard?

Workboard is a wonderful tool that at its core helps to streamline work across teams for a cross-functional approach to strategy execution. Its super easy to use, we have had the best customer support experience with any and all questions and although there will always be a change mgmt component to any new tool, the ease of implementation has been leaps and bounds better than other tools the team has tried. I would definitely recommend Workboard to any team looking to get their strategy in a spot for better execution! Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Would love more reporting within the tool Review collected by and hosted on G2.com.

KAREN S.

Principal Project Manager

Enterprise (> 1000 emp.)

3/27/2025

"Transition from Viva Goals to WoBo"

5/5

What do you like best about WorkBoard?

WoBo is a comprehensive digital strategy execution management solution with superior functionality for OKR creation, entry, and management with check-ins, reflections, and resets. The Strategy alignment is non-existent in other OKR software. Integrations are easy and dependable. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Would like to see the Strategy alignment more integrated with OKR functionality. Review collected by and hosted on G2.com.

What problems is WorkBoard solving and how is that benefiting you?

My Organization's improvement efforts were not aligned with strategy. Many employees did not understand how their work contributed to the high level goals of the organization. WoBo helps us illustrate OKRs at every level and how the align or nest under the strategy and Level 1 Os to move the needle on a rapid cadence. Review collected by and hosted on G2.com.

Amol B.

Mid-Market (51-1000 emp.)

11/2/2021

"good for OKR, meetings ideas and agenda, but no AI intgration done."

3/5

What do you like best about WorkBoard?

OKRs and Meetings and concept of Action Items Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Sometimes there is downtime so its little irritating Review collected by and hosted on G2.com.

Response from David Chase of WorkBoard

edit

HI Amol, thank you for your review. Sharing some info on AI to help you out, we have been using AI across our platform for almost 5 years, and in September 2023 went to market with a series of Generative AI capabilities. You can learn more here - https://www.workboard.com/strategy-execution-genai/. WorkBoard platform is consistently above 99.99% uptime, details are available for customers when they log in. Best, WorkBoard!

See how WorkBoard improved

Mary B.

Senior Director

Enterprise (> 1000 emp.)

11/17/2021

"Single pane of glass for organizational alignment, transparency and radical clarity!"

4.5/5

What do you like best about WorkBoard?

When I first started using Workboard, I saw it as a tool to track my organization's OKRs. Shortly after, I realized how feature-rich the platform was and how it allowed my team to work efficiently and asynchronously in a distributed work environment. My team has radical clarity and focus on what's important this quarter and understands how their day-to-day work contributes to our broader priorities, strategy, and vision. My team has reduced the number of tools they use by 50%, leveraging Workboard functionality to complete tasks and outputs that drive our measurable outcomes. We have become more proactive, less reactive, and work better as a global, distributed team.

Lastly, the Workboard team themselves have been instrumental in guiding and coaching us on adopting and embracing OKR methodology and how best to leverage the platform for transparency and visibility. Thank you, Workboard, for the partnership and mentorship as we continue on our OKR journey. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

The things I dislike are geared more towards feature, functionality, and integration improvements across the platform. Some integrations such as MS Planner are a little basic; however, Slack, MS Teams, and Jira integration work well. The Workboard team is very responsive and values their customers' feedback to influence their product and services roadmaps. Customer success is the heart of their charter, ensuring their customers achieve desired outcomes while using their platform and leveraging their resources to shift to and embrace OKR philosophy. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

12/21/2021

"Workboard drives alignment, focus, and accountability at scale."

5/5

What do you like best about WorkBoard?

Workboard offers a modern SaaS solution combined with a world-class customer success team to help our teams understand the true meaning of OKRs, how to practice OKRs and how to use Workboard to drive the practice across all the business units at scale. For the first time, management can tell if the organization's priorities are well understood and executed across and deep into the organization by seeing how many teams are creating OKRs aligned to org OKRs. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

The percentage of OKR attainment calculation is not readily available and easily understood in the application platform. This comment is more of an area to improve than a dislike. Review collected by and hosted on G2.com.

What problems is WorkBoard solving and how is that benefiting you?

We are trying to move away from static documents showing the organization's priorities, and our progress made. By putting our organization's OKRs and all our teams' OKRs on Workboard, we demonstrate transparency and accountability to our colleagues and enable them to align to our OKRs to achieve greater results for the company. Review collected by and hosted on G2.com.