Workboard integration & automation experts
We can help you automate your business with Workboard and hundreds of other systems to improve efficiency and productivity.
What you can automate with Workboard
Workboard is an enterprise strategy execution platform that helps organisations align goals, track objectives and key results (OKRs), and coordinate work across teams. It gives leadership visibility into progress against strategic priorities and helps managers connect daily work to broader company goals. For businesses running OKR programmes or trying to improve strategic alignment, Workboard is a powerful tool — but its value multiplies when it is connected to the systems where work actually gets done. The disconnect between strategy platforms and execution tools is a common frustration. OKRs live in Workboard, but task completion happens in Jira, Asana, or Monday.com. Revenue targets are tracked in Workboard, but the underlying data sits in your CRM. Progress updates require someone to manually pull numbers from one system and enter them into another, which means dashboards are always slightly out of date. Our system integrations team at Osher connects Workboard with your project management tools, CRM, financial systems, and data warehouses so that OKR progress updates automatically based on real work being completed. Our automated data processing specialists build the data pipelines that keep Workboard metrics accurate without manual reporting effort. If your team is spending more time updating Workboard than acting on the insights it provides, our business automation specialists can automate the data flow and give you strategy dashboards that reflect reality in real time.
Workboard FAQs
Frequently Asked Questions
Common questions about how Workboard consultants can help with integration and implementation
How it works
We work hand-in-hand with you to implement Workboard
As Workboard consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Workboard with integrate and automate 800+ tools.
Step 1
Understand Your OKR Framework
We review how your organisation uses Workboard — which objectives and key results are tracked, how progress is currently measured, and where manual data collection slows down the reporting cycle.
Step 2
Identify Source Systems
We determine where the data behind each key result actually lives. This might be your CRM for revenue metrics, your project management tool for delivery milestones, or your analytics platform for engagement numbers.
Step 3
Design Data Pipelines
For each key result, we map the data flow from the source system to Workboard — including any aggregation, calculation, or transformation logic needed to produce the metric Workboard requires.
Step 4
Build the Integrations
Our team configures the API connections and automation workflows that move data from your operational systems into Workboard. Each pipeline includes validation checks to ensure data accuracy before it updates your OKRs.
Step 5
Verify Metric Accuracy
We compare the automated metrics in Workboard against the source data to confirm accuracy. This includes testing edge cases like partial periods, retroactive adjustments, and scenarios where source data might be delayed.
Step 6
Deploy and Iterate
After launching the automated data feeds, we monitor metric accuracy and pipeline reliability. As your OKR framework evolves each quarter, we adjust the integrations to reflect new objectives and data sources.
Get in touch
Ready to automate Workboard?
Tell us what you want Workboard to talk to and we’ll map out the build, the cost and the payback.
Transform your business with Workboard
Get in touch for a free consultation to see how we can automate your operations with Workboard.
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