Workboard
WorkBoard provides an AI-driven enterprise strategy execution and OKR platform, combining a System of Record for strategy/goals/execution with proprietary Chief of Staff and Leadership Coach AI agents, sold to Fortune 100/Global 100 enterprises via direct sales and Microsoft/Workday co-sell channels.
- Company typePrivate
- Founded2014
- HeadquartersRedwood City, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Workboard does
WorkBoard provides an enterprise strategy execution and OKR (Objectives and Key Results) management platform, marketed as WorkBoardAI. The platform combines a continuously updated System of Record for strategy, goals, people, and work with proprietary AI agents — the Chief of Staff Agent and Leadership Coach Agent — that automate operating cadence tasks including OKR drafting, scorecard generation, MBR/QBR pre-reads, daily focus lists, meeting agendas, kudos drafting, and SBI-framed feedback. The platform integrates with 20+ enterprise systems including Salesforce, HubSpot, Jira, Azure DevOps, Workday, Microsoft Teams, Copilot, Snowflake, Power BI, and others, and operates on Microsoft Azure infrastructure. Underlying technical assets include a knowledge graph linking Jira items, key results, and team dependencies, a natural-language chat assistant named 'Luisa', a W.AI MCP Server for external AI assistant interoperability, a W.AI Analytics Studio (Power BI-authored), and a W.AI Private Data Lake pushing normalized data into customer-private Snowflake instances.
The company's business model is anchored on enterprise SaaS subscriptions sold primarily through direct enterprise sales to Fortune 100/Global 100 buyers, supplemented by co-sell relationships with Microsoft and Workday (both investors as well as customers), availability on the Microsoft Azure Marketplace, and professional services for implementation and OKR program deployment. Pricing is quote-based on enterprise deployment scope with annual billing cadence; a usage-based 'Interaction Credits' layer monetizes MCP Server agent invocations on top of the base subscription. The customer base spans 20% of the Fortune 100, 3 of the Fortune 10, and 10 of the Global 100, with named logos across aerospace and defense (Boeing, Viasat, BAE Systems), financial services (Capital One, State Street, Experian, AssetMark), healthcare (Elevance Health, DaVita, BCBS, UnitedHealthcare), consumer goods and industrial (3M, Mars, Magnum Ice Cream, AO Smith, Albemarle, Avery Dennison), technology (Cisco, Microsoft, Workday, Red Hat, Infobip, Q2, 8x8), automotive (Renault), energy (Vestas, Dominion Energy), and other verticals.
Founded in 2014 and headquartered in Redwood City, California, WorkBoard has raised approximately $141.6 million across multiple rounds including a $75M Series D led by SoftBank Vision Fund 2 in May 2021. The company acquired Quantive in May 2025 to expand its strategy execution footprint, and maintains enterprise-grade security certifications including SOC 2 Type 2, ISO/IEC 27001, and GDPR compliance. Headcount is reported at 251-500 employees, and the company remains privately held.
Workboard firmographics
Firmographics- Name
- Workboard
- Legal name
- WorkBoard Inc.
- Website
- https://workboard.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- WorkBoard provides an AI-driven enterprise strategy execution and OKR platform, combining a System of Record for strategy/goals/execution with proprietary Chief of Staff and Leadership Coach AI agents, sold to Fortune 100/Global 100 enterprises via direct sales and Microsoft/Workday co-sell channels.
- Ownership category
- akta.pro rank
Workboard industry classification
Industry- Product category
- Enterprise Strategy Execution & OKR Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI), Employee Onboarding & Offboarding Administration (BPAAAIAA), Payroll Software & Payroll-as-a-Service (SaaS) (BPACAIAB)
Keywords
Where Workboard is headquartered
LocationHeadquarters
- HQ city
- Redwood City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Workboard business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Enterprise SaaS Subscription (WorkBoardAI platform): Recurring subscription to the WorkBoardAI strategy execution & OKR platform, sold to large enterprises (Fortune 100/Global 100). Includes platform subscription plus usage of AI agents (Chief of Staff, Leadership Coach). MCP server consumption uses 'Interaction Credits', indicating usage-based charging layered on top of the subscription. Available for purchase through Microsoft Azure Marketplace.
- Agent-tier API licensing / Interaction Credits: Agent-tier API licensing for the MCP Server, with 'Interaction Credits' consumed when external AI assistants invoke WorkBoardAI agent skills or read/write data. Requires active WorkBoardAI platform subscription — usage-based upsell on top of base subscription.
- Professional Services: Implementation, onboarding, and advisory services to deploy OKR programs and AI agents at enterprise scale (listed as a 'Solutions' offering alongside the platform).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription — quote-based, sold via direct sales and Azure Marketplace |
| Usage-based | Pay-as-you-go | Usage-based add-on — Interaction Credits for MCP Server agent invocations |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels7 records
Workboard product offering
Product offeringCore offering
WorkBoard operates WorkBoardAI, an AI-driven enterprise strategy execution and OKR platform that combines a continuously-updated System of Record for strategy, goals, and execution with proprietary AI agents (Chief of Staff Agent and Leadership Coach Agent). The platform automates OKR cycles, scorecards, weekly status reports, MBR/QBR pre-reads, meeting agendas, and leadership coaching workflows for Fortune 100/Global 100 enterprises, sold as a recurring enterprise subscription via direct sales and the Microsoft Azure Marketplace.
Product overview
WorkBoard offers WorkBoardAI, a single unified AI-driven Enterprise Strategy Execution & OKR platform centered on a System of Record for strategy, goals, and execution. The platform is composed of core modules including the WorkBoardAI System of Record, Chief of Staff Agent, Leadership Coach Agent, Data/Analytics & MCP (W.AI Analytics Studio, W.AI Private Data Lake, W.AI MCP Server), and Connectors & Integrations, layered with agent-driven workflows such as OKR Creation & Alignment, Status Report & MBR Prep, Daily Focus, Smart Meeting Agendas, Friday Kudos & Wins, Navigate Hard Conversations, Performance Analysis, Analyze Work Patterns, Personal Leadership Plan, and Team Dynamics Plan. The Quantive brand (acquired in 2025) is a trademark of WorkBoard Inc.
Differentiator
Problem solved
Functional benefit
Brands
- WorkBoardAI: AI-driven enterprise strategy execution and OKR platform; the primary product offering of WorkBoard Inc.
- Quantive
Products and services
- WorkBoardAI Platform AI-Driven Enterprise Strategy Execution & OKR Platform that combines a system of record for strategy, goals and execution with AI agents (Chief of Staff and Leadership Coach) to accelerate operating cadence, alignment, and accountability for large enterprises.
- Chief of Staff Agent An AI agent that helps managers create clarity and drive accountability by drafting OKRs, generating scorecards, weekly status reports, MBR/QBR pre-reads, daily focus lists, and smart meeting agendas.
- Leadership Coach Agent An AI agent that develops leaders with structured coaching, feedback and growth plans, including Friday Kudos, SBI-framed hard-conversation prep, performance analysis, personal leadership roadmaps, and team dynamics improvements.
- System of Record The foundational knowledge graph and single source of truth for strategy, goals, OKRs, team data, and execution context that powers WorkBoardAI's AI agents with prioritization, strategy awareness, team intelligence, and operating pattern understanding.
- Data, Analytics & MCP Suite of data products comprising W.AI Analytics Studio (custom analyses via Power BI), W.AI Private Data Lake (Snowflake integration), and W.AI MCP Server (MCP-compatible AI assistant connectivity) for leveraging WorkBoardAI strategy and performance data.
- Connectors & Integrations A library of native integrations that allow agents to gather insights from meetings, chat channels, projects, and CRM, and to update KRs from systems such as Microsoft Teams, Copilot, Workday, Salesforce, HubSpot, Jira, Azure DevOps, GitHub, GitLab, Rally, ServiceNow, Smartsheet, Asana, Monday.com, MS Planner, Power BI, Tableau, Excel, Google Sheets, Greenhouse, and Slack.
- Professional Services Implementation, onboarding and advisory services to deploy OKR programs and AI agents at enterprise scale, listed as a 'Solutions' offering alongside the WorkBoardAI platform.
Quantifiable outcome
- We are aligned 2x faster and 10x better now (Gruppo Sella).
- +2 more outcomes
Companies that use Workboard
Customer profileNamed customers34 records
Segments4 records
Ideal customer profiles2 records
Workboard technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration22 records
AI capability10 records
Feature8 records
Workboard partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered flagship, flagship (acquisition) and core.
- MicrosoftflagshipMicrosoft is described as a WorkBoard investor with joint sales, marketing and innovation efforts. WorkBoard can be purchased through the Azure Marketplace using committed Azure consumption credits, and customers get smooth connections to Microsoft apps plus the full Copilot and Teams user experience. WorkBoard was featured in Satya Nadella's Build keynote.
- WorkdayflagshipWorkday is described as a WorkBoard customer and investor with joint sales, marketing and innovation efforts. Workday itself uses WorkBoard for strategy execution; the partnership includes joint solution sales, syncing OKRs/goals/reviews to Workday, and what WorkBoard describes as the only certified integration for people organization. Workday is also a design partner in WorkBoard's Agent System of Record.
- Quantiveflagship (acquisition)WorkBoard acquired Quantive in May 2025 (announced 2025-05-28 via businesswire) to strengthen its strategy execution and OKR software advantage and accelerate innovation. Quantive is now listed as a WorkBoard Inc. trademark.
- SalesforcecoreSalesforce is listed among WorkBoard's pre-built enterprise integrations. WorkBoard agents pull CRM data (e.g., Salesforce) into insights and update key-result progress from CRM systems.
- HubSpotcoreHubSpot is listed among WorkBoard's pre-built enterprise integrations; supports CRM-driven key-result updates.
- SnowflakecoreSnowflake is both a pre-built integration partner and the destination for WorkBoard's W.AI Private Data Lake, which continuously pushes OKR, user, and strategy data into a customer-private Snowflake instance.
- Jira (Atlassian)coreJira is listed among WorkBoard's pre-built integrations; Chief of Staff and Coach agents check Jira progress, blockers and contributing work to assess OKR risk and recommend solutions.
- Azure DevOps (Microsoft)coreAzure DevOps is one of WorkBoard's pre-built integrations, enabling project/work data to inform OKR progress.
- Microsoft Power BIcorePower BI is the authoring tool used inside WorkBoard's Analytics Studio to publish custom analyses back into WorkBoardAI via Biz Reviews.
- Microsoft AzurecoreMicrosoft Azure is WorkBoard's hosting cloud infrastructure provider, providing enhanced network/perimeter protection, continuous security threat monitoring, multi-AZ deployments for high availability and failover, and ongoing data replication and backups.
Scale indicators8 records
Recent moves6 records
Expansion highlights7 records
Workboard competitors and assessment
Company assessmentBroad incumbents
- Microsoft Viva Goals: Microsoft Viva Goals (formerly Ally.io, which Microsoft acquired) is a broad incumbent competitor bundling OKR management into the Microsoft 365 / Viva / Copilot ecosystem. It overlaps directly with WorkBoard's product and is sold by the same Microsoft field that co-sells WorkBoard, creating channel and competitive overlap.
- Atlassian: Atlassian is a broad incumbent providing Jira and Atlassian Strategy (formerly Jira Align), which compete with WorkBoard on cross-team strategy alignment and workstream tracking, and is also an integration partner via Jira/Azure DevOps.
- Asana: Asana is a broad incumbent work management platform that increasingly adds goals, portfolios, and AI features overlapping with WorkBoard's strategy execution workflows. Asana targets a similar enterprise ICP and is a frequent alternative in the same deals.
- Monday.com: Monday.com is a broad incumbent work and project management platform with growing goals and AI capabilities, frequently evaluated alongside WorkBoard in enterprise operating-cadence deals.
- Workday (Adaptive Planning / Goals): Workday is a broad incumbent HCM/finance platform with native goal and performance management capabilities, as well as an investor and distribution partner of WorkBoard. Workday's own strategy/goals features overlap with WorkBoard's product, making it both a partner and a competitor.
Direct peers
- Betterworks: Betterworks is a direct peer in the enterprise OKR and performance management category, providing goal alignment, continuous feedback, and manager reviews with a similar Fortune 1000 customer focus as WorkBoard.
- Perdoo: Perdoo is a direct peer offering OKR and strategy execution software, with KPI management and goal alignment for mid-market and enterprise customers — directly competitive with WorkBoard's core OKR offering.
- Lattice: Lattice is a closely comparable direct peer, offering OKR/goal management alongside performance reviews, employee engagement, and 1:1s for mid-market and enterprise customers. It is the most cited alternative to WorkBoard in the OKR and performance management category.
- 15Five: 15Five is a direct peer combining OKR/goal management with continuous performance management, manager feedback, and employee engagement workflows targeting the same HR leader and business leader personas as WorkBoard.
- ClearPoint Strategy: ClearPoint Strategy is a direct peer in the strategy execution and reporting software category, used by enterprises to manage strategic plans, OKRs, and executive scorecards — closely aligned with WorkBoard's enterprise results management positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Workboard social profiles
Digital presenceWorkboard compliance and trust
Trust signalCompliance3 records
Workboard financial estimates
Financial estimateRevenue estimate
Valuation estimate
Workboard leadership team
Management profileNumber of profiles
Profiles8 records
Workboard subsidiaries and ownership
Company hierarchySubsidiaries1 record
Workboard funding detail
Funding detailFunding overview
Funding rounds6 records
Investors16 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Workboard M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Workboard
What does Workboard do?
WorkBoard operates WorkBoardAI, an AI-driven enterprise strategy execution and OKR platform that combines a continuously-updated System of Record for strategy, goals, and execution with proprietary AI agents (Chief of Staff Agent and Leadership Coach Agent). The platform automates OKR cycles, scorecards, weekly status reports, MBR/QBR pre-reads, meeting agendas, and leadership coaching workflows for Fortune 100/Global 100 enterprises, sold as a recurring enterprise subscription via direct sales and the Microsoft Azure Marketplace.
Is Workboard a public or private company?
Workboard is a private company. It is classified as venture growth investor backed and is currently operating.
When was Workboard founded?
Workboard was founded in 2014. It employs 101 to 250 people.
Where is Workboard based?
Workboard is headquartered in Redwood City, United States, in the North America region.
How does Workboard make money?
Three revenue lines are on record. Enterprise SaaS Subscription (WorkBoardAI platform) is the primary driver. The others are agent-tier API licensing / Interaction Credits and professional Services.
Who are Workboard's main competitors?
Broad incumbents on record are Microsoft Viva Goals, Atlassian, Asana, Monday.com and Workday (Adaptive Planning / Goals). Direct peers are Betterworks, Perdoo, Lattice, 15Five and ClearPoint Strategy.
Does Workboard have an API?
Yes. WorkBoard offers a W.AI MCP Server that enables any MCP-compatible AI assistant to connect directly to WorkBoardAI to read and display strategy and goals data, invoke WorkBoardAI agent skills, and write updates back — no custom integration required. It consumes Interaction Credits and requires an active WorkBoardAI platform subscription and agent-tier API licensing. Developer portal available at /developer. Developer documentation is at www.workboard.com/developer.
What industry is Workboard in?
Workboard's product category is Enterprise Strategy Execution & OKR Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms. Its NAICS code is 51821 and its SIC code is 7372.