WorkBoard Inc., provider of the leading enterprise strategy execution and OKR platform, WorkBoardAI, today announced the launch of its Strategic Portfolio Management (SPM) solution, the market's first truly AI-native SPM. "The world has changed, and strategic portfolio management must as well – it must be outcome-centric, fast, smart, and easy to use or opportunities are lost," said Deidre Paknad, CEO and co-founder of WorkBoard, Inc. "Our new SPM solution and its Portfolio Analyst Agent give customers an end-to-end solution with the power, speed, and ease they need to execute brilliantly at the speed of AI."
WorkBoard launches first AI-native Strategic Portfolio Management solution with Portfolio Analyst Agent.
Users can iterate on scenario analyses conversationally and optimize outcomes across portfolios.
Integrates with Workday, Jira, Azure DevOps, Slack, and Teams out of the box.
Enterprise Knowledge Graph provides context and fact base for reliable agent outputs.
Customers can be live in a day with Portfolio Analyst Agent handling onboarding.
Trusted by 3M, AstraZeneca, Boeing, Capital One, Ford, and United Healthcare.
Enterprises invest billions each year on long-running initiatives and technology portfolios to achieve their strategic outcomes, but AI changes those potential outcomes, their velocity, and cost structure. Now, what took a year takes a month, and what was relevant is quickly made obsolete. Planning, adapting, and choosing tradeoffs all need to be faster and easier to seize the opportunities ahead. Legacy SPM systems were built in the early 2000s for project tracking, not for adapting to continuous change and delivering strategic outcomes. They are difficult to use by all but the trained experts.
With the release of WorkBoard's AI-native SPM system, customers get an outcome-centric, lightning-fast solution to deliver the most strategic outcomes. Users have conversations with a Portfolio Analyst Agent, a chat-first experience that eliminates learning curves and complexity so it's easy for anyone to iterate on open-ended scenario analyses conversationally, optimize outcomes across portfolios, manage investment financials with less complexity, drive the operating model efficiently, publish roadmaps and stakeholder dashboards effortlessly, and orchestrate across strategy, OKRs, initiatives, projects, and people in chat.
The new SPM solution is seamlessly integrated with WorkBoard's world-class OKR solution and with Workday, Jira, Azure Dev Ops, Slack and Teams out of the box. WorkBoard's new SPM solution and its robust strategy execution and OKR solution share a common Enterprise Knowledge Graph and agentic foundation. The Enterprise Knowledge Graph provides the context, fact base, and data the agents need to deliver reliable, consistent measures of success and status. The WorkBoard Agentic Foundation ensures agents follow appropriate permissions and restrictions, use facts and the knowledge graph instead of extrapolating, have common skills with customer-specific additions, can conduct internal and external research, execute within any WorkBoard context and via MCP to other systems, and understand customer brand and management principles.
About WorkBoard
WorkBoardAI provides the world's leading enterprise OKR solution and the only strategy execution system of record with generative and agentic AI to improve alignment, accountability, and transparency. Trusted by 3M, AstraZeneca, Avery Dennison, Blue Cross Blue Shield, Boeing, Capital One, Davita, Elevance, Ford, Mercedes Benz, State Street, United Healthcare, and others, WorkBoardAI makes it easy for organizations to align, measure, and drive their strategic priorities in a rapidly changing world. Investors include SoftBank, Andreessen Horowitz, M12 Microsoft's Venture Fund, Notable Capital, Workday Ventures, and others. WorkBoard is headquartered in Silicon Valley with offices across the US, Europe, and India.
