Our Insights

Sam Wilson, CEO of 8x8, discusses strategy execution and why WorkBoard is essential to his success.

Hear AssetMark CEO Lou Maiuri discuss his role as pace setter, setting ambitious goals, and adapting strategic priorities quickly in a hyper dynamic world.

In this episode recorded live at Accelerate 2025, AO Smith CEO Steve Shafer joins Deidre Paknad to discuss how leaders keep strategy moving when markets shift faster than traditional planning cycles.

Companies that execute strategy very well do these 4 things as they implement WorkBoardAI. It's the source of higher clarity, purpose and progress.

The recurring theme in my CEO conversations so far this year is SPEED. Some say at the pace of change, some say at the pace of China; few believe they're executing or iterating on strategic ambitions fast enough. The cause is often internal ... and it's addressable.

Strategy is just a promise; execution is the proof.
Execution at speed may be the only competitive moat in an AI world.

The new AI Portfolio Analyst Agent lives across your portfolios, initiatives, projects, and the budget behind them. We also upgraded your existing AI Chief of Staff and Leadership Coach to do more for you directly from chat.

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WorkBoard is launching a new module: Strategic Portfolio Management (SPM). It's a separate addition to the strategy execution and OKR platform you use today and it's purpose-built for the PMO, portfolio teams, CFO's office, and finance leaders who need to plan, model, and manage portfolios of initiatives and investments in a faster, more connected way.

The WorkBoard MCP Server lets any MCP-compatible AI client such as Claude, ChatGPT, GitHub Copilot, Cursor, and more, connect directly to your WorkBoard data and take action on your behalf. You can now access nearly 60 tools across OKRs, KRs, KPIs, Scorecards, Meetings, Business Reviews, Action Items, and more.

Learn how OKRs help enterprises adapt to change, create radical clarity on priorities, and drive agile, aligned strategy execution at scale.

WorkBoard's Intelligent Enterprise platform embeds GenAI throughout to simplify strategy alignment and improve strategy execution. Use this eBook to start the conversation with executives and colleagues about the power and conveniences that generative AI and machine learning bring to strategy execution.

Building the strategy is rarely the problem — execution is. In financial institutions, complexity, fragmented systems, and slow operating rhythms often stall progress. This guide shows how WorkBoardAI helps businesses in the financial industry accelerate execution, connect strategy to outcomes, and drive impactful results.

AssetMark CEO Lou Maiuri discusses the CEO as pace setter, setting ambitious goals, and adapting strategic priorities quickly in a hyper dynamic world. Hear the role honest conversations have in accelerating results, how Lou uses WorkBoardAI himself, and how AI enables their team to reach higher.

A fireside chat with Stefano Corradino, Head of Execution Governance, Gruppo Sella at Accelerate EU 2025.

Presented by Allison Kinney, Head of Employee Experience, Metropolis at Accelerate 2025

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Help your organization adopt an OKR practice and take an active role in improving alignment, value measurement, and results velocity.

Develop domain expertise and leadership skills to establish your organization's Results Management function.