Workboard

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.

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

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

• Enterprise OKR platform
• Strategy execution software
• AI goal management
• Performance management software
• Business review automation

Headquarters

HQ city

Redwood City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion4 records

Distribution channels5 records

Marketing channels7 records

Core 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

Named customers34 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration22 records

AI capability10 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered flagship, flagship (acquisition) and core.

• MicrosoftflagshipStrategic or Co-development PartnerMicrosoft 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.
• WorkdayflagshipStrategic or Co-development PartnerWorkday 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)Strategic or Co-development PartnerWorkBoard 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.
• SalesforcecoreTechnology or IntegrationSalesforce 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.
• HubSpotcoreTechnology or IntegrationHubSpot is listed among WorkBoard's pre-built enterprise integrations; supports CRM-driven key-result updates.
• SnowflakecoreTechnology or IntegrationSnowflake 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)coreTechnology or IntegrationJira 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)coreTechnology or IntegrationAzure DevOps is one of WorkBoard's pre-built integrations, enabling project/work data to inform OKR progress.
• Microsoft Power BIcoreTechnology or IntegrationPower BI is the authoring tool used inside WorkBoard's Analytics Studio to publish custom analyses back into WorkBoardAI via Biz Reviews.
• Microsoft AzurecoreTechnology or IntegrationMicrosoft 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

Broad 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

• Xx.com/WorkboardInc
• Facebookfacebook.com/workboardInc
• LinkedInlinkedin.com/company/workboard-inc-

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds6 records

Investors16 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Workboard