WorkBoard review

WorkBoard is the heaviest option on this list and is aimed at large enterprises that run strategy as a formal operating system. Its OKR module connects long-range strategy outcomes to team OKRs and supports other frameworks, including OGSM, Play to Win and Hoshin Kanri. Scorecard and business review automation prepares monthly and quarterly business review materials, and a Chief of Staff agent keeps leaders informed. The strategic portfolio management module adds demand intake, initiative management, planning and prioritization, budget planning and roadmap reporting, with a Portfolio Analyst agent, and the talent module ties individual goals and performance conversations to strategy. WorkBoard's footer lists Quantive as a WorkBoard trademark, and quantive.com now leads to WorkBoard, so former Quantive buyers will find the product here. There are no published prices; the pricing page leads to a demo request. Small and mid-sized leadership teams will get started faster and cheaper with Perdoo, Tability or Mooncamp.

Who it is for

Large enterprises that run OKRs alongside portfolio and budget planning

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• OKRs plus OGSM, Play to Win and Hoshin Kanri frameworks
• Scorecard and business review automation
• Strategic portfolio management with budget planning and roadmaps
• Chief of Staff, Portfolio Analyst and Leadership Coach agents
• Talent module that aligns company and individual goals

Strengths and weaknesses

• Strength: Covers strategy, OKRs, portfolios and budgets in one platform
• Strength: Automates monthly and quarterly business review materials
• Strength: Quantive is now a WorkBoard trademark, so former Quantive buyers land here
• Weakness: No published prices; the pricing page leads to a demo request
• Weakness: Built for large organizations, which is more than a small leadership team needs
• Weakness: No free plan or self-serve trial listed

Key facts

• Frameworks: OKRs, OGSM, Play to Win, Hoshin Kanri
• Agents: Chief of Staff, Portfolio Analyst, Leadership Coach
• Pricing: Demo and quote only
• Quantive: A WorkBoard trademark

Where it ranks

WorkBoard is No. 10 in our Best OKR Software verdict.