WorkBoard
4.0 out of 5 starsRatings and Reviews 1 Rating
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What is WorkBoard?
To realize an audacious vision, it is essential to embrace ambitious thinking, maintain a sense of urgency, and cultivate sharp focus. WorkBoard accelerates your mobilization efforts effectively. Our OKR software and expert guidance are designed to expedite your business's growth. By seamlessly aligning and iterating on strategic priorities and OKRs across the organization, teams can flourish regardless of their work environment. Additionally, with automated business reviews, insightful dashboards, and strategic meeting agendas, you can weave OKRs into the fabric of your operational processes. To further enhance your journey, our specialized services and professional certification programs will ensure that you implement OKRs correctly from the outset, leading to quicker and more impactful results. This comprehensive approach empowers organizations to adapt and thrive in a dynamic business landscape.
What is VisionSync?
Most strategic plans are approved with care and then tracked in spreadsheets, slide decks and email threads. VisionSync gives that plan a home where the work actually gets done. It is strategic planning software built for strategy execution, designed for higher education, health care, government, nonprofits, chambers of commerce and organizations running one plan across many departments.
Start with your plan exactly as it was approved. You choose the framework and the names for each level, and you can run as many plans as you need, each with its own fiscal or calendar year and review cycle. Department, college and unit plans connect to the institutional goals they support.
Every strategic initiative has a single owner and a clear target for each review period. When an update is due, owners get a reminder by email and in-app (Microsoft Teams and Slack reminders are in beta) that links straight to a personal workspace showing only their items. Posting an update takes one screen: progress, status and a short comment explaining what changed.
Leaders see the whole picture without chasing anyone. Progress rolls up to the goals above, heatmaps show every department against every goal, and any number clicks through to the person, date and comment behind it. Board and leadership reports are built from the same live updates, and initiatives can be tagged to accreditation criteria, grants or standards for evidence reporting.
PulseIQ, an optional planning AI in beta, answers questions about the plan and summarizes each initiative in real time using only your own data, which is never used to train AI models. Security includes SSO, role-based access and encryption in transit, and accessibility is aligned to WCAG 2.2 AA and Section 508. Implementation, training and support are included for every customer.
Integrations Supported
Microsoft Teams
Slack
Adobe Marketo Engage
Asana
Azure DevOps
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
API Availability
API Availability
Has API
Pricing Information
$588.00/year/user
Free Version
Free Trial Offered?
Pricing Information
Access is priced monthly by seat bracket, with seats counting all logins, including view-only users. Annual or multi-year terms apply. Implementation and training carry a one-time, tier-based fee; optional SSO/SAML setup has a separate one-time integration fee. Nonprofit and public-sector rates, plus education discounts, may apply.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
WorkBoard
Date Founded
2013
Company Location
United States
Company Website
www.workboard.com
Company Facts
Organization Name
StraightEdge Innovations, LLC
Date Founded
2023
Company Location
United States
Company Website
visionsync.com
Categories and Features
Collaboration
Calendar Management
Document Management
Project Management
Real Time Editing
Task Management
Video Conferencing
OKR
Goal Management
KPIs
Progress Tracking
Performance Management
360 Degree Feedback
Customizable Templates
On-going Performance Tracking
Self-Appraisals
Skills Assessments
Task Management
Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
To-Do List View
Categories and Features
Strategic Planning
Dashboard
Goal Setting / Tracking
KPIs