WorkBoard is an AI-native OKR and strategy execution platform with AI agents that align enterprise teams, portfolios, and goals to measurable results.
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Marketing
Pricing
WorkBoard does not publish pricing publicly; it is sold via custom enterprise quotes obtained by booking a demo with sales.
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Last updated
August 6, 2026
AI AgentsEnterpriseAITeam Management
WorkBoard is an AI-native strategy execution and OKR (Objectives and Key Results) platform built for large enterprises. It combines an Enterprise Knowledge Graph with three purpose-built AI agents — a Portfolio Analyst Agent for scenario modeling and bottleneck detection, a Chief of Staff Agent that orchestrates OKRs and operating cadence, and a Leadership Coach Agent that helps managers prepare 1-on-1s and assess performance against results. The platform unifies strategy, OKRs, portfolios, initiatives, projects, people, and spending into a single system of record, and automates recurring work such as meeting materials, scorecards, and quarterly business reviews. WorkBoard is used by large, complex organizations including Boeing, Viasat, BAE Systems, 3M, Capital One, Cisco, and Workday across defense, finance, healthcare, and technology sectors to align teams around strategic priorities and give every manager AI-assisted support for goal-setting and performance conversations.
Key Features
Strategy & OKR Management — Connect strategy to measurable outcomes and align OKRs enterprise-wide with precision tracking.
Strategic Portfolio Management — One unified view spanning strategy to execution across outcomes, OKRs, portfolios, initiatives, projects, people, and spending.
AI-Powered Operating System — Automates meeting materials, scorecards, and quarterly business reviews with strategy-centric guidance.
Three AI Agents — A Portfolio Analyst Agent runs scenario modeling and surfaces bottlenecks, a Chief of Staff Agent orchestrates OKRs and operating cadence, and a Leadership Coach Agent preps 1-on-1s and assesses performance.
Talent Management — Aligns individual goals to strategy, ties performance reviews to outcomes, and tracks skills against demonstrated results.
Enterprise Integrations — Connects to Microsoft Teams & Copilot, Workday, Salesforce, Jira, Power BI, and other enterprise systems, with setup claimed in under a minute.
Pros & Cons
Pros
Purpose-built AI agents (Portfolio Analyst, Chief of Staff, Leadership Coach) automate scenario modeling, OKR orchestration, and 1-on-1 prep
Enterprise Knowledge Graph unifies strategy, OKRs, portfolios, projects, and people data in one system of record
Broad integration catalog spans Microsoft Teams/Copilot, Workday, Salesforce, Jira, Power BI, and more, with claimed sub-one-minute setup
Workday-certified integration keeps goals and performance reviews synced with core HR systems
Proven at scale with large enterprise customers such as Boeing, 3M, Capital One, and Cisco
Cons
No public pricing is available; buyers must book a demo to get a quote, which slows evaluation
Enterprise Knowledge Graph and multi-agent architecture are geared toward large organizations, likely overkill for small teams or startups
Heavy integration surface (Workday, Salesforce, Jira, etc.) suggests a longer implementation and change-management effort than lightweight OKR tools