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Workboard

Score7.3 out of 10

14 Reviews and Ratings

What is Workboard?

Workboard from the company of the same name in Redwood City, California is an objectives and key results (OKR) software tool.

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Product Demos

Who Buys & Uses Workboard

Gain Visibility and Alignment Almost Instantly

Use Cases and Deployment Scope

We use Gtmhub as the strategic planning framework for our marketing efforts. LifeOmic is a multi-faceted software company with products that span D2C, B2B and enterprise. Gtmhub supports the visibility and alignment of our marketing efforts to ensure we achieve our overarching company goals. We use it across our demand generation, product and content teams.

Pros

  • Aligning to overarching goals
  • Relatively simple to use UI with a great recommendation engine as you are building OKRs
  • A lot of support resources for the product as well as for orgs implementing OKRs for the first time

Cons

  • Sometimes can lag a bit - not a deal breaker but an opportunity to be a bit more zippy

Most Important Features

  • Connecting objectives and sub-objectives
  • The whiteboard funtionality is useful for planning
  • Inline feedback of OKR creation to make sure things are measurable/tangible and progress oriented

Return on Investment

  • Better visibility and support across the team
  • Much easier to maintain than a spreadsheet
  • High completion rate of tactics to support goals

Other Software Used

Wrike, Vidyard, HubSpot Marketing Hub

KOAN make the achievement of a Team's WHY? Statement and OKR's a reality!

Use Cases and Deployment Scope

  • [Koan] is currently being used in the SPAR Central Office Logistics Department.
  • [Koan] is used to focus the work and effort of a small team supporting the wider Logistics function in SPAR.
  • [Koan] is used as part of the OKR (Objectives and Key Results) to support the WHY? Statement of the department.
  • [Koan] keeps the team focused on the key issues that must be addressed and focused on every quarter.

Pros

  • Ease and simplicity of use of the software.
  • Willingness of the KOAN team to support and address questions and queries.
  • Flexibility in the usage and tracking of the OKR methodology.
  • Ensure that there is "one version of the truth" that is up to date and available for all team members.

Cons

  • Able to contrast and compare quarterly results over a 12 month period.
  • More graphical approach to show progress made and results achieved.
  • Ability to add free form questions with radio buttons to assist in gathering evaluations or assessment on a particular team issue.

Most Important Features

  • Cost Effectiveness
  • Flexibility of Use
  • Ease of Use

Return on Investment

  • Keep the team focused on what must be done on a quarterly basis.
  • The weekly reviews assist in tracking progress
  • It is very easy to use and it has become part of the "team habits"

Project management in Workboard

Pros

  • Project management at higher level - includes tasks assignment, visual representations of the project status and deadlines
  • Increases the team members' sense of ownership - especially for people that are not used with or exposed to dedicated project management tools like Microsoft Project is.
  • User collaboration - which in turn reduces the communication via email
  • Increases the efficiency of the meetings - by quickly going through the action items and updating the task progress in the tool itself
  • Support has been outstanding so far

Cons

  • We have seen some slowness of the User Interface sometimes
  • It is not as straightforward to use for beginners. People need to be trained to benefit from the whole features of Workboard
  • On a personal note, I am used to more advanced project management tools, like Microsoft Project, I especially like their timeline view, shared resources, gantt chart etc.
  • With adding more and more features, it tends to be more complicated and harder to be used by non software development people. In my view this is the biggest advantage that Workboard has at the moment.

Return on Investment

  • Using Workboard improved the project management for non software projects, like finance, HR or supply chain.
  • It increased the people's sense of ownership, making them think about results and deliveries on time.
  • It made project status reports easier.
  • Reduced communication via email.
  • Eliminated the usage of out of sync Excel files, offline tracking of action items.

Alternatives Considered

Microsoft Project Server and Microsoft Project

Fast and seamless OKR tracking!

Pros

  • Setting clear goals and OKR's.
  • Tracking against deliverables.
  • Reporting.

Cons

  • There's a bit of a ramp time to using the service.

Return on Investment

  • Amount of time saved for managing goals had allowed us to spend more time on goal setting and tracking.