Board

Board

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Top Rated
TRUE
Score 8.5 out of 10
Top Rated
TRUE
Board

Overview

What is Board?

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.
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Recent Reviews

Board review

6 out of 10
January 30, 2023
Business problems that Board addresses in my organisations are: Difficulty in managing and tracking multiple projects and tasks at the …
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Board detailed review.

6 out of 10
January 25, 2023
Board is a really functional online forum to have any kind of discussion and threads, which is pretty organized. You get to meet people …
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Great Financial Planning Tool

10 out of 10
October 10, 2022
We have mainly used the Board application to get insight and perform some financial planning in my institution. I find it to be very …
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Simple and efficient BI tool

7 out of 10
September 19, 2022
Board is a great BI solution that help us in many situation like monitor, plan and summarize financial or economic view of a enterprise.<br…
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Great solution for BI and CPM!

9 out of 10
August 24, 2022
We used to use a number of custom BI solutions in our sales department. That was a painful scenario, with lots of accesses to different …
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How Board Differs From Its Competitors

Unified BOARD Platform

Using a single, integrated platform like Board that provides both Business Intelligence (BI) and Corporate Performance Management (CPM) capabilities offered me several benefits over using two separate solutions. Some of these benefits include:
-Data Consistency: Having a single platform for both BI …
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Unified BOARD Platform

allows users to create boards, where they can add tasks, set due dates, assign team members, and track progress. It also provides reporting and analytics capabilities to help managers and leaders understand how their team is performing and where improvements can be made
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Unified BOARD Platform

Before We are using the Board platform we were using 2 different Services from 3rd party company’s services. But Now we are getting Business intelligence & CPM service from the Board platform at a time with a single price.Even we are providing many clients services everyday by using the multi …
Continue reading

Unified BOARD Platform

Board is a really powerful tool which supports both BI and CPM, which is quite rare. Both the tools have their own formatting and data input output. It becomes a hazel to manage them individually. But with the help of Board it can easily be achieved smoothly. The integration is also pretty …
Continue reading

Unified BOARD Platform

Having a single integrated platform it's definitely better as it provides a greater ROI (Return-On-Investment) since the data integration work needed is only done once. Not to mention that it's easier to adopt one single service rather than multiple different services.
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Unified BOARD Platform

Couple of solutions always form a better outupts. But if Board is providing BI & CPM in a single integrated platform, the platform will get simplified and users can access easily and get all the benefits at one place. The idea is unique and approachable for the startup businesses interms of …
Continue reading

Unified BOARD Platform

One source of truth which leads to less time wasted reconciling differences between data points from 2 * separate systems. Single source of truth also ensures and maintains the executive teams confidence in the business systems.
The right people have the right data at the right time to enable good …
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Unified BOARD Platform

Our primary use case with Board was to use its Data consolidation capabilities from a variety of data sources and then visualize the same to generate real-time insights. So have the most exposure to only BI capabilities of the platform and had no/very limited exposure to CPM capabilities provided …
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Unified BOARD Platform

Avoiding two separate tools where one tool can suffice needs for both BI and CPM capabilities is the best part of using Board. It helps us save costs in terms of a separate CPM tool due to Board being an integrated platform acting as a single solution for two separate problems.
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Unified BOARD Platform

It's simply much easier to make better-informed business decisions. I wasn't part of the company when they were using 2 different platforms but from what I have been told the difference is immense. The data are analyzed and then decisions are taken on what will happen next on the same platform. …
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Unified BOARD Platform

It is quite cost-effective in a way to integrate both platforms together. The integration of the platforms also makes data interaction easier, thus making it a more faster, reliable and cost-effective platform. The users also save a lot of time in training as they have to train employees in a …
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Unified BOARD Platform

It helped us reduce the cost of having to pay for two different products. Board successfully fulfills the work of two different products in only one product.
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Unified BOARD Platform

It makes the process easy and smooth. This is all in one package software that takes care of the data part and also performance metrics which goes in parallel.
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Unified BOARD Platform

It helps to bring everything under one roof and ensure performance is better tracked on this platform. This can be done by ensuring users work towards their business goals by building application that help track important KPI for growth and performance. This can help create build customizable …
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Unified BOARD Platform

We still used another platform with Board so I can't speak to only using Board in a large enterprise. I do believe that supplementally, Board was valuable. We had a full on CRM system we paired with this because users preferred Board Reports.
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Unified BOARD Platform

I really liked the multiple solutions integration of having business intelligence tools and anything we needed to have them measured in one place. Both from a time-cost effective ratio to the organization of not having to log in to a variety of websites or applications made work-life much easier. …
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Unified BOARD Platform

When using BI integrated with CPM software, it directly reduces the cost of licensing, training, and operators. It eliminates the time taken to exchange data manually between those two systems. Furthermore, an integrated system is faster, more reliable, and easy to work with than two separate …
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Unified BOARD Platform

As we were able to extract both BI and CPM, over time we were able to understand that financial tool has its edge on being just financial reporting, we were able to transfer knowledge to the Hiring team, Talent team in improving and upskilling the team as a whole. We were able to understand where …
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Unified BOARD Platform

Both features in one solution reduce the cost for two separate products and it's also easy to work in one single product rather than different products.
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Unified BOARD Platform

If we are being honest, the cost is the single driving factor for our organization to go for an integrated platform. Business Intelligence and Corporate Performance management solutions are both critical for organizational success. However, procuring two such solutions can be a burden on our costs …
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Unified BOARD Platform

BI helps me to decide the best decision and CPM monitors my progress based on these decisions so when I use a single integrated platform the decision is easier to take and follow up and everything that entails this decision is in one place.
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Unified BOARD Platform

Having BI and CPM capabilities in one tool is a great advantage with Board. The finance team advantages more from this unified capability. As it can directly map the reports to performance with given data.
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 47 features
  • Report sharing and collaboration (93)
    8.7
    87%
  • Customizable dashboards (97)
    8.6
    86%
  • Drill-down analysis (100)
    8.4
    84%
  • Formatting capabilities (98)
    8.2
    82%

Reviewer Pros & Cons

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Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Board, and make your voice heard!

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Pricing

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What is Board?

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

16 people want pricing too

Alternatives Pricing

What is Budgyt?

Budgyt is a platform made to simplify business budgeting. With built-in functions designed for data integrity, team collaboration, and scenario planning & analysis, Budgyt presents what the vendor describes as an optimized budgeting experience that rids users of complex, error-prone spreadsheets…

What is PlanGuru?

PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.

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Product Demos

Coca-Cola & Board: Supply Chain Finance Transformation
03:21
Board Integrated Planning at Puma: a transformative journey
04:24
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.5Avg 8.1

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

8.4Avg 8.4

Report Output and Scheduling

Ability to schedule and manager report output.

8.6Avg 8.3

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for pattern and outliers and the ability to represent the data visually.

8.6Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

8.8Avg 8.8

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8.4Avg 7.8

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.8Avg 8.5

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

8.5Avg 8.3

Financial Reporting and Compliance

Financial statements and regulatory filings

8.5Avg 8.5

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

8.6Avg 8.0

Integration

Ability to integrate with external applications

8.7Avg 8.5
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Product Details

What is Board?

Board is a Decision-Making platform that aims to empower people from more than 2,000 companies worldwide to have a transformative impact on their business by deploying Planning, Predictive Analytics and Business Intelligence applications on a single unified platform. Board allows companies to explore and leverage their data to produce a complete view of business information, gain actionable insights, and achieve full control of performance across the entire organization. With Board, organizations can manage and control their entire decision-making process from goal setting down to operational execution through the ability to analyze, simulate, plan, and predict.

The vendor states that global enterprises such as H&M, BASF, Burberry, Toyota, Coca-Cola, KPMG, and HSBC have deployed end-to-end decision-making applications at a fraction of the time and cost associated with traditional solutions. Board International was founded in 1994 and has now 25 offices around the world and a global reseller network. Board has been implemented in over 100 countries.

Board Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Integration with R or other statistical packages
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics
  • Supported: Support for Machine Learning models
  • Supported: Pattern Recognition and Data Mining
  • Supported: Integration with R or other statistical packages

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Mobile Application
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Board Screenshots

Screenshot of PlanningScreenshot of Sales PlanningScreenshot of ProfitabilityScreenshot of GeomapScreenshot of ForecastScreenshot of Financial PlanScreenshot of Executive StrategyScreenshot of Board Financial Consolidation

Board Videos

Customer Ivan Evstatiev, Senior Manager, Planning & Performance Management at Coca-Cola European Partners, shares his experience of bridging the gap between Finance and Operations through the implementation of driver-based planning and forecasting. Learn more here: https://www.board.com/en/coca-cola-eu
Stefano Damani, Head of Program Portfolio Management at Puma, explains how the fashion retailer has fully transformed its planning, reporting, and analytics processes thanks to Board. The platform has enabled the global organization to effectively collaborate, from target sett...
 Show More

Board Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAmericas, Europe, Middle East, Asia Pacific
Supported LanguagesEnglish, Italian, German, French

Frequently Asked Questions

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.

Wolters Kluwer CCH® Tagetik, Anaplan, and OneStream are common alternatives for Board.

Reviewers rate Management reporting highest, with a score of 9.1.

The most common users of Board are from Mid-sized Companies (51-1,000 employees).

Board Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)70%
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Comparisons

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Reviews

(1-25 of 103)
Companies can't remove reviews or game the system. Here's why
Samara Mohideen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Board software help my businesses solve a variety of problems related to data management, decision-making, and performance management. Some of the specific problems it addresses include:
- Disconnected systems: Board's software provides a single, integrated platform for enterprise performance management, business intelligence, and analytics, which helps to eliminate data silos and improve the flow of information across my organization.
- Lack of visibility into key performance metrics: The software allows my businesses to easily access, analyze, and visualize key performance metrics, giving me a better understanding of our operations and performance.
  • Financial Planning and Analysis
  • Dashboarding and Reporting
  • Data integration
  • Interface could be more intuitive
  • More advanced analytical features could be included
The main reason Board suited me well is because this software provides advanced analytics capabilities, such as predictive modeling, big data integration, and machine learning, which can help me and my team make more informed, data-driven decisions. Also, Board's software is designed to handle such complexity and provide flexibility to adapt to my changing business needs.
Board has very strong data source connectivity capabilities. It can easily integrate with a wide variety of data sources, including ERP systems, databases, spreadsheets, and more, to provide a single, unified view of my organization's data. The software includes pre-built connectors to popular data sources such as SAP, Oracle, Microsoft, and many more. This allowed me to connect to their existing data sources and bring all the data into the platform in a matter of minutes. The software also allows for data to be integrated from various sources, including cloud services like Salesforce, Google Analytics, and Tableau.
Using a single, integrated platform like Board that provides both Business Intelligence (BI) and Corporate Performance Management (CPM) capabilities offered me several benefits over using two separate solutions. Some of these benefits include:
-Data Consistency: Having a single platform for both BI and CPM ensures that the data being used for analysis and reporting is consistent and accurate. This eliminates the need to manually combine data from different sources and reduces the risk of errors.
- Improved Data Governance: A single integrated platform can provide a more robust data governance framework, ensuring that data is properly managed and protected throughout my organization.
January 30, 2023

Board review

Score 6 out of 10
Vetted Review
Verified User
Business problems that Board addresses in my organisations are: Difficulty in managing and tracking multiple projects and tasks at the same timeInefficient communication and coordination among team members
  • visibility into team performance and progress
  • dentifying and addressing bottlenecks and delays
  • communication and coordination among team members
  • Integrations: While Board may have some integration capabilities with other tools, it may not integrate with all the tools that an organization is using
  • Customization
  • Mobile App: Board may have a web-based interface that is accessible from any device, but some users may find that the mobile app experience is lacking in terms of features or usability.
the app may not have all the same features as the web version, or the user interface may not be as intuitive.
integrations: While Board may have some integration capabilities with other tools, it may not integrate with all the tools that an organization is using. For example, there may not be an integration with a specific CRM or accounting software that an organization is using.
allows users to create boards, where they can add tasks, set due dates, assign team members, and track progress. It also provides reporting and analytics capabilities to help managers and leaders understand how their team is performing and where improvements can be made
Md Khandoker Alif | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Board is the perfect package of our digital data maintaining platform for our business operation.We have millions of users data analysis program for marketing, financial ROI, accounting maintaining, financial due diligence purpose. We are using it for our business growth calculation according to our previous turnovers & loyal users of our own business satisfied clients. Board help us to reduce server cost because it has been integrated with cloud services.

  • Cloud data analysis services for business & corporate user's maintaining purpose
  • Data driving from one format to another format within a minutes without any data analysis experience.
  • Financial data validation process, analysis services, making the annual reports are providing according to our business operation demand.
  • Board Cloud services have to providing with multiple devices from local & multi Cloud environment zone with Shortest DNS record
  • Need to integrate with many other Microsoft 360 services with customaization data Model
  • I also missing the 2Mfa authentication security & own server configuration based software data syncing between Board room & AWS cloud services.
Board is very easy process to manage for Highly data analysis services operating system.We are also using it for our millions users behaviour tracking purpose & providing the best feedback after analysis the proper demand from Board data driven. Board is ready to get many intelligence data validation process with Cloud services experience for us.It's smart planning data analysis services giving us the tremendous growth according to our business operation demand.
Board platforms easily transform our old Excel data sheet into new smart business planning according to our customaization data model & forecast purpose. Even we can output our business data analysis reports according to our business decision & publishing with another format of Microsoft Office services. Realtime data analysis modeling & easy validating authenticity intelligence is reducing the working hours & efforts.
Before We are using the Board platform we were using 2 different Services from 3rd party company’s services. But Now we are getting Business intelligence & CPM service from the Board platform at a time with a single price.Even we are providing many clients services everyday by using the multi integration platform.
January 25, 2023

Board detailed review.

Score 6 out of 10
Vetted Review
Verified User
Board is a really functional online forum to have any kind of discussion and threads, which is pretty organized. You get to meet people who are experts in their fields to share their knowledge. The learning section is also really good, with multiple-level plans to ease the learning curve required to gain confidence on Board.
  • DIscussions Threads.
  • Notify if you receive response on your question.
  • Learning section.
  • The UI is really basic and can be improved.
  • It is really had to find right threads at times.
  • Ability to attach various documents to the threads.
Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
Board is really a powerful tool to use, it can easily understand data from various sources, both structured and unstructured which makes our lives much easier. The ability to generate reports and have a detailed audit trail is an addon. It can output reports in multiple formats as well and the dashboard is really informative to the management to make a wise decisions.
Board is a really powerful tool which supports both BI and CPM, which is quite rare. Both the tools have their own formatting and data input output. It becomes a hazel to manage them individually. But with the help of Board it can easily be achieved smoothly. The integration is also pretty straight forward.
Marco Carnevali | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
We used Board as a way to integrate big data sources (coming from CSV files) in a single place in order to collect better analytics and forecasting that could drive our business decisions.
  • Visualise large amount of data
  • Automations
  • UI
  • Dashboard not always intuitive
  • Hard to integrate
  • Pricing
Board is really suited for companies that includes a data-science team with a large amount of data they can work with. In this case Board can really help maintaining, visualising and use large datasets. In the contrary if the team is small and the knowledge of data-science and big-data is limited than Board might be a little bit to overwhelming and pricy
There are good resources online on how third party data can be connected although it's not always easy and require some knowledge.
Having a single integrated platform it's definitely better as it provides a greater ROI (Return-On-Investment) since the data integration work needed is only done once. Not to mention that it's easier to adopt one single service rather than multiple different services.
Score 7 out of 10
Vetted Review
Verified User
Implementing Board has been a really easy process and it has provided a seamless user experience so far. It has really helped us in improving the data analysis and reporting processes. Also, offer support in the corporate decision-making processes by providing accurate analysis. Board increased our overall business performance and productivity.
  • It offers customized report and data analysis
  • Provides data visualization feature which helps us to analyze and review the user data
  • It also gives important business insights which automatically impacts our business decisions
  • User interface can be improved
  • Pricing structure is very costly
  • Provide more features on the platform
The platform helps us in achieving our business goals and predict problems and solve them with data analysis.
Gopi Krishna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The Board helped us to get to discover very important insights that driven for a successful business decisions. We can drive the digital transformation. Our organization utilized the top features like performance management and business intelligence. We earlier face some of planning issues for the actionable items. After shifted to Board, we identified the difference. Thanks to it.
  • Smarter planning
  • Complexities simplification
  • unique solution provider
  • Pricing details should be provided according to the business
  • support team should be quick
  • Should be little affordable
I started using Board from my previous organization and there our planning and analyst team are faced difficulty in order to drive the business. At that point, we came to know about the Board and gave a try for lead transformation. This enabled the opportunities and discovered solutions which the company faced challenges at the time of planning and execution.
We can expect the best and Tailored intelligent solutions for any business requirement. Board unique concept will more helpful more to the start ups and mid level organanizations. The services they are offering and the outcomes for a business is getting is really awesome. Even mid level companies are also can drive good engagement.
Couple of solutions always form a better outupts. But if Board is providing BI & CPM in a single integrated platform, the platform will get simplified and users can access easily and get all the benefits at one place. The idea is unique and approachable for the startup businesses interms of growing their capabilities.
Score 10 out of 10
Vetted Review
Verified User
Board is being used extensively within the finance team to manage all reporting, quarterly budgeting, and to enable the monthly balance sheet reconciliation process.
Board also allows the creation of dashboards for each level of the business from business unit manager up to executive. This enables the sharing of information and financial results immediately. Each executive within the business has a dashboard to manage their own individual KPI's.
The security flexibility within the system allows you to create multi levels of access to ensure the right people have access to relevant data.


  • Allows business unit managers see their results when they are live.
  • Allows drilldown capability and full transparency into all revenue and costs.
  • Enables the business to make decisions on relevant and live data.
  • Board is a one-stop shop for all data points within the organisation.
  • Transitioning to Board 11 has taken time.
  • The column nature of the structure in Board can limit flexibility if you are recreating old reports. However, this gives you a blank slate to create new Board reports.
  • The overnight load from the systems into Board can sometimes fail. This is likely to do with the amount of data we are loading every night.
Having conversations with business unit managers about their financial performance. When I started at my current company, we finished my first month end process for May on the 23rd of June. This is far too late to be having meaningful discussions with the business unit managers about financial performance. Board has enabled process improvement to help us achieve a 4-day month-end turnaround. This means the business unit managers are seeing their live financials on the 5th day of the month, giving them ample time to address poor financial performance.

Labour costs account for 70% of our revenue, a typical problem in Australia. We have created a labour cube within Board to drive a daily variance analysis on our labour. This allows the finance team to have daily discussions with business unit managers who are overspending. This has been a quantum leap forward for our business and has enabled the business to manage the largest cost quiet effectively.

I am yet to find a situation where Board cannot manage a specific problem. The ability to link data and bring the correlations of the data points together within the system has been a game changer for me for my own professional development, and for the business
We have linked multiple data systems and data points from a wide range of sources.
Once your system has an API - Board can manage it.
One source of truth which leads to less time wasted reconciling differences between data points from 2 * separate systems. Single source of truth also ensures and maintains the executive teams confidence in the business systems.
The right people have the right data at the right time to enable good decisions to be made quickly.
Shahbaz Hussain Khan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Board is a highly unique, effective tool regarding setup and implementation because we can configure a database from scratch easily, and by conducting predictive analysis on our database, we improve results in our organization. Board, as a business intelligence tool, helps our organization to predict problems before they happen by providing faster analysis and intuitive dashboards. In this way, Board helps our organization with data-driven business decisions making.
  • Due to top-notch customer support and helpful, knowledgeable staff, integration with our databases was smooth
  • Using spreadsheets to visualize reports, web-based data entry engines, and clearer insights helped a lot for an effective budgeting process
  • Sometimes the software is not so quick during report creation activities. I wish this tool is more flexible and so quick during the creation of reports
  • Although we can easily set up a database from scratch, I would like more advanced documentation on database design
This platform provides every company with various tools for visualization analysis to improve their organization. With Intelligent Planning, an array of data points and visual analytics improve our organization's forecasting feature for allocating future financial growth accurately. BI tools are very beneficial for our organization because your organization discovers patterns and forecasts future patterns.
Score 8 out of 10
Vetted Review
Verified User
Fidelity being a Financial Services organization and Mutual Fund manufacturing and distribution company, uses Board for two prominent use cases: 1. Financial Statement Reporting for Regulatory Needs for Europe and UK Business 2. Used by the Quality Assurance team to track Quality metrics which can be drilled down to monitor the performance of any specific team/individual. Quality Team has its data coming in from various sources (like excel, Jira, etc.), which is visualized and used to obtain insights using Board.
  • Board can handle huge amounts of data. It provides the cloud database and Premise Database choice to the customers/users.
  • Easy connectivity/integration to a variety of data sources like Excel, CSV, Oracle, SQL, etc.
  • Variety of Reports and data visualisation capabilities.
  • Missing Inbuilt scheduler for tasks. Need to import tasks.
  • Should support multiple pricing models as per company size.
  • Security/Authentication process and structure is a bit complex to figure out.
Suited for faster onboarding for a variety of teams who might be technical/non-technical if they are looking for a low volume of data from a limited no of data sources for visualization. Not Suited for completely non-technicals folks/teams who want to build reports from sophisticated databases.
It worked well with Excel/CSV, Microsoft connectors, as well as Oracle-based data sources, and we faced very little to no data mismatch/sync issues. Data sync in the case of dynamic/frequently updated sources was near real-time.
Our primary use case with Board was to use its Data consolidation capabilities from a variety of data sources and then visualize the same to generate real-time insights. So have the most exposure to only BI capabilities of the platform and had no/very limited exposure to CPM capabilities provided by it; hence it would be hard to comment on the same.
AC Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It helps our team do deep analysis and data quality refinement for the churn rate prediction in the High Networth Individual project. We can further do reporting and analysis and are able to do forecasting using Board for our refined data set. We further share these detailed reports with operations teams/customer relationship teams to retain our HNI customers by cross-selling them relevant products or offering them proactive solutions to prevent churn.
  • Standardisation of data from various disparate sources.
  • Depth of analysis and ability to drill down and up to get a high-level and low-level picture of analyzed data.
  • Variety and customisations in Reporting.
  • Quite challenging to work and place various different objects, even after using align for report designers.
  • Error messages are vague at times requiring additional efforts to find the root cause of the problem.
  • Learning curve for someone new to platform.
Most appropriate for the following nature of scenarios/business use-cases: Producing data for analysis in an easy and fast way. Creating management dashboards to provide visibility of the business trend or any specific visualization. Building accurate consolidated reports which allow for decisions to be made with future projections also accessible.
Used with CSV, Excel, and MySQL-based data sources.
Avoiding two separate tools where one tool can suffice needs for both BI and CPM capabilities is the best part of using Board. It helps us save costs in terms of a separate CPM tool due to Board being an integrated platform acting as a single solution for two separate problems.
Score 10 out of 10
Vetted Review
Verified User
We have mainly used the Board application to get insight and perform some financial planning in my institution. I find it to be very helpful when generating reports, which always come in great detail and high quality. My supervisors are always content with such reports.
  • High Quality Reports
  • Financial Planning
  • Product Support
  • User-Interface
  • Ease of use
  • Update procedures
  • Error description
I would definitely recommend Board in most financial planning applications as it offers the best features out there compared to other products. Despite having a nice UI, Board is not that easy to use, especially for new users. This being said, it would be better to start with a simpler solution, then switch to Board when possible.
Score 7 out of 10
Vetted Review
Verified User
Board is a great BI solution that help us in many situation like monitor, plan and summarize financial or economic view of a enterprise.<br>He is very powerfull because we can create some workflow to automate somes tasks.
  • Reporting
  • Powerfull analysis
  • Create your own dashboard
  • Customer support
  • Connecting to API
We worked with Third Party consultant and build database, it was very easy to create every kind of report regarding revenues, cost, margin... With smart click you can trough the data and analyze every single feature. Furthermore, it's perfect for Budgeting and Forecasting."
Ability to merge data from disparate sources
You can use one feature at the begin and after you can use the second one you are ready and you don't need to pay more.
Score 9 out of 10
Vetted Review
Verified User
We used to use a number of custom BI solutions in our sales department. That was a painful scenario, with lots of accesses to different data, ugly interfaces and data visualisations, every now and then it would have just not worked at all due to some disruption of service. Now, with Board, all of that is a thing of the past.
  • Great BI solution
  • Great, user-friendly, UI
  • Fast-loading solution
  • N/A, it just works!
I would recommend Board for all companies that want to scale up and move from custom BIs to the state of the art of business intelligence and corporate performance management.
I would not recommend it for companies below 50 employees or something like that, or companies with a GMV below 3-4 millions USD / year.
August 19, 2022

Board is just GREAT!

Christos Socratous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Board helps us look at all of the data and make better and more informed business decisions regarding our company's future. It allows us to consolidate in record time between all of our departments. That's the most important of this software if you ask me. Engineering, Marketing, and Finance all come together.
  • Consolidation between different sectors of the company.
  • Helps us plan for the future with clear data.
  • Our HR is using it to report on employee performance.
  • The UI could be more up to date.
  • Not as fast and smooth as they claim it to be. Still not that bad.
  • I don't think its features are as advanced as it claims to be.
It's been very good when all departments of the company had to pitch in data/information for a specific business decision. My company had to have input from Marketing, Sales, Engineering, Customer Support, and accounting in order to decide on what kind of development was next needed for our platform.
Although data source connectivity is not my area of expertise what I can say is that it's been very simple and easy to have access to and put together data from different sources. I'm in marketing so for example when we are creating advertisements we look at data from all departments and thus far its been done with ease.
It's simply much easier to make better-informed business decisions. I wasn't part of the company when they were using 2 different platforms but from what I have been told the difference is immense. The data are analyzed and then decisions are taken on what will happen next on the same platform. Minimizing mistakes makes everything faster and more profitable.
Score 9 out of 10
Vetted Review
Verified User
The Board BI tool provides all the information about the needs of the company, which includes predictive analytics and data manipulation to make different types of reports that can be of great help for the company when making proactive decisions. Customer support is excellent; the support representative on site was very knowledgeable and had no difficulty integrating with our database. It has a great capacity to process large unstructured data files from internal/ external sources. Data can be manipulated in various ways to produce different types of powerful reports. The user-friendly interface made the visualization easy to create. The import of Masterdata from ERP was constant and seamless.
  • With Board, we have reduced the use of excel, ensuring more accurate and faster information.
  • Easier to streamline all of our logics and processes.
  • Board helps u to collect our internal numbers and create the reports required by management.
  • Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
  • We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.
Board provides capsule dashboards for our users, customized by individuals. It also allows analysts to create live excel files for repeated reports. Productivity is improved because we are spending less time collating data and more time reviewing it. Board, we cannot delete entities. We have to go through a major expansion and restructure, so we have all these dead entities we are stuck with.
There is no programming knowledge required for the user. Standard reports are defined and simplify everyday tasks, adapting you to your daily life more easily. System analysis based on historical data is available. The collected data allow for temporary assessments based on established criteria from different data sources. The functions are easy and very customizable, and a data structure is highly valued by us.
Vishesh Koul | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Board is a Business Intelligence tool with the help of which we configure and analyze our data to get market insights which helps tremendously in determining the organization's needs. We also use Board's different features like fetching reports which are to be sent to the counterparts and stakeholders for various meetings.
  • It has the ability to handle large amounts of data. Board provides the cloud database which ensures faster deployments and greater security.
  • The customers have both the choices either On-Premises or On Cloud since Cloud is more popular nowadays I would recommend Cloud to opt for.
  • The users can get along with Board quite easily because of it's easy to use UI and Drag & Drop features.
  • The complex calculations of reports is done so easily and quickly with the help of inbuilt functions.
  • There is less learning content about Board on free platforms which can be increased just like other products have currently.
  • The updates for On-Premise and Cloud should be in sync both should receive updates from time to time.
  • It has all the features and functionalities to make it a powerful tool, need to look into the pricing side of it.
It has the ability to handle complex and heavy data, its built-in functions are capable to perform complex calculations with ease. The Drag and Drop feature makes it more user-friendly. The support base is also appreciable and approachable. The pricing part needs to be looked into to make it more affordable and competitive in the market. Also there should be easily accessible learning platform.
Board can be integrated with almost all data sources which are the most usable data sources in any organization like Excel, Oracle, etc. Thus, on the connectivity part there is no major hurdle as such. The connectors/plugins can used to pull/import data for using it to generate reports etc.
It is quite cost-effective in a way to integrate both platforms together. The integration of the platforms also makes data interaction easier, thus making it a more faster, reliable and cost-effective platform. The users also save a lot of time in training as they have to train employees in a single tool instead of two.
Tapas Chandra Paul | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The world is changing. So keep pace with the times. That's the rule. This platform is not just a board, it is a decision-making room. It is a one-stop solution platform. It is a platform where all kinds of decisions can be made. It is a 100% coding-free platform. It is movable.
  • It has drag-n-drop interface facility.
  • Analysis and business planning can be done very easily.
  • This platform has strong dashboard.
  • It is all in one decision making platform.
  • It has a great report analysis tool.
  • This platform has a large system of integrations. With which very fast model planning, reports can be generated.
Board is our virtual leader. It has a predictive analysis system facility. This platform is a one-premises platform. It has been converted into multilingual. It uses the powerful Hatmya 5. Which I can easily call user-friendly. The data connectivity system has been added very well. It uses mathematical formulas like Excel.
There is only one reason I can find for the rating. It is a powerful cloud-based virtual board platform where all kinds of decisions can be taken sitting down.
Board is very different from everyone else. Its importance for our business is immense.
Score 10 out of 10
Vetted Review
Verified User
Board helped our organization to monitor the performance of our company. It helped us to create the required workflows that are needed for the satisfaction of the customers. It creates a great field for planning and analysis of performance management. We were able to track the budget and finances with Board. It gave us all the useful reports to maintain control of the organization.
  • Easy to deploy.
  • Real time tracking.
  • Visualization dashboards.
  • Analytics and performance tracking.
  • Integration with several CRM and ERP tools.
  • Customer service.
  • Tutorial for beginners.
  • Pricing
Board comes in handy for organizations that have a lot of data to display. It helps with creating budgets and tracking finances. It converts complex data to understandable reports. It can also be integrated with several CRM and ERP tools easily.
Board successfully gathers the data and provides our organization with useful reports. The reports can be easily integrated with other CRM and ERP tools.
It helped us reduce the cost of having to pay for two different products. Board successfully fulfills the work of two different products in only one product.
Score 9 out of 10
Vetted Review
Verified User
Board is what you need to shoot up your business. A complete package that handles the data part which also leads to better performance metrics. For us, seeing the data with proper graphs/stats was an issue, which Board is able to solve in a very easy and efficient way. Also the dashboard is very powerful to display the data in the most informative form.
  • Presenting and interpreting data with reports and attractive dashboards.
  • UI UX is very good and easy to navigate which makes it easy or user-friendly.
  • Fast and stable, the performance of the board i.e. loading time is very smooth.
  • The app can be integrated with the web browser.
  • Overall customer experience can be improved by making it fast response and more available.
Board is best for the scenarios when your company has a lot of data and you want to visualize it, see it in attractive reports and make sense of that data. In such cases Board is very good. On the other hand, if you are dealing with less data or stats then Board will be less favorable because it has a certain learning curve.
It is very easy to integrate data sources into Board. Core business. Its ability to collect data from multiple sources, easily feed to Board is very useful.
It makes the process easy and smooth. This is all in one package software that takes care of the data part and also performance metrics which goes in parallel.
Score 8 out of 10
Vetted Review
Verified User
As part of central Cloud Business Office(CBO), I handle FinOps and responsible for evangelising about public cloud optimisation to Engineering groups. We use Board as BI platform to aggregate cost data from all the major cloud providers (GCP, Azure, AWS) and then do cost review with different business units. This tool helps us optimize our public cloud spend. Creation of org level reports is very easy and it is being used heavily to do forecasting and budgeting for the IT spend.
  • Data imports from various aggregators is super easy with easy roll-ups.
  • The UI is super simplistic and dashborad/report creation is very good.
  • Their customer support is really good and it's a Saas Platform with quick and easy deployment.
  • Recently we have started using their analytics feature for forecasting and making purchase decision for reservations. So far so good.
  • Data modelling is a bit of hassle and more documentation will be helpful.
  • It would be great to have actionables configured right of the dashboard. The idea is to look at report and take an action right there (eg: sending email or Slack notification)
  • The integration with Office 365 leaves a lot to be desired.
Board is well suited to get data from multiple data sources and create dashboards for quick forecasting and decision making. i.e. it's a BI platform and does a very good job of making data appear more coherent and easier to understand.

The product doesn't have its own intelligence or recommendation system. Hence if you have a specific use-case for it, you probably would like to consider other standard tools in market which do more than what a BI tool can.
We can plug-in wide variety of data sources - starting from Relational databases to even warehouses. We have sufficient connectors/plug-ins available.
Having a single source of truth always help. We have had tried Azure BI and it was a very complex tool to set-up.
Score 9 out of 10
Vetted Review
Verified User
Board has helped monitor and visualize performance of the organization on various metrics that are important for organizations growth. It helps create the workflow required to create application customized for the needs of the organization. It helps to maintain planning and analysis application that can measure various KPI required for companies performance management. It helps run predictive analytics algorithms that help forecast numbers, revenues and growth. It helps to set various business rules required for proper functioning of various business processes and even enter logics. It helps to create customizable dashboards and reports that can be tracked by senior level management to see performance of various business processes and take firm level business decisions as needed. Overall, it is ease to use, provides self service customized workflows for users to work on and visualize performance of various digital assets.
  • Predictive analytics and performance tracking
  • creating real time tracking and visualization dashboards
  • integrate with various CRM tools and ERP applications to upload data into its database
  • easy to deploy and install
  • low cost of maintenance
  • costly for low architectural complexity organizations
  • requires training to use model and use of functionality
  • connectors requires to connect to various data sources
It helps to run advance business intelligence and ensure analytical insights are provided into performance of systems and business processes. It can be used to load data from Microsoft Dynamics, office 365, google drive to ensure various hierarchies, tables and codes are automatically discovered by Board. It provides holistic view of all visualization including charts, graphs, tables, timelines and spark lines for all metrics.
It is easily able to connect to various data sources on cloud or on premises. This includes excel, spreadsheets, office 365 documents, databases including oracle, sql and even MS access. It can join data from various sources to form tables based on various keys and help prepare datasets for various data models used for analysis and machine learning projects.
It helps to bring everything under one roof and ensure performance is better tracked on this platform. This can be done by ensuring users work towards their business goals by building application that help track important KPI for growth and performance. This can help create build customizable planning and stimulation application in real time.
Score 9 out of 10
Vetted Review
Verified User
I got to use this Board as a consultant with a company. The UI for Board is really well done, and configuration is not too complicated if you are used to system configurations. You can quickly analyze types of files and get useful reports out of this. We helped implement this for the technology teams at an energy client, helping us get a clearer image on budget and spend. Overall, I would use this product again and recommend this to other customers. I found it more intuitive than other systems where you would have to manually create these reports with consultants.
  • Reporting
  • Analytics
  • Data Management
  • Integration
  • Better Demos for Self Learning Online
I think this is a great platform that can supplement other enterprise platforms your company has. Board's strength is definitely in it's easy to use analytical capabilities, we found it's strength in users being able to adapt it quickly.
I didn't see the backend that much, but overall, I had no issues with the data sources.
We still used another platform with Board so I can't speak to only using Board in a large enterprise. I do believe that supplementally, Board was valuable. We had a full on CRM system we paired with this because users preferred Board Reports.
Score 9 out of 10
Vetted Review
Verified User
Board was used as we were searching for a platform to help my team and me analyze and forecast sales data to find the best avenue for investments. As a company that needs to fund hotels, I had to measure the variety of channels between bank loans, investment raising, and brand partnerships to see which was most feasible and yielded the best ROI.
  • HUGE data loads
  • I can throw files directly onto the page without needing to dig through the "open" search window
  • Analytics is displayed in great visual graphics
  • Initial implementation is tedious (I get its necessary, but still...)
  • Layout design is tricky too
  • My experience with customer service took forever
As with any data analytics platform, you need to have large amounts of quantifiable and RELIABLE data for the system to make valid recommendations. I would suggest large-scale projects and analytics. If you want something smaller scale, there are probably better-suited platforms and applications. Having a dedicated team to solely manage the platform is best too. Not for the small team settings.
It is very intuitive in the manner in which data is input and from where it can be drawn. The way it compiles data and the way its team can help you find exactly the analytics and metrics you wish to prepare is great. I said it's best for larger companies before, but it can work for small-scale projects too, I suppose.
I really liked the multiple solutions integration of having business intelligence tools and anything we needed to have them measured in one place. Both from a time-cost effective ratio to the organization of not having to log in to a variety of websites or applications made work-life much easier. The combination of reporting and sales/forecast analytics came in very handy. Instead of relying on a human perspective for forecasting, it offers better growth predictions in more quantifiable measures.
Nabin Poudel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our software company has been using Board to make smart decisions driven by historical data analysis, simulation, and forecasting. It has helped us quickly develop roadmaps for our products, identify the key market, time for product lunch, and most effective marketing channels to be used. Board gives complete visibility of our financial aspects in real-time with customizable and interactive reports in a single dashboard. It has allowed us to plan the budget efficiently, and run simulations against provided benchmark data and market trends. Its cloud-based service can easily import big data sets and generate insightful visualizations in no time.
  • Easy to import and map historical financial data
  • Comes with a fast and reliable cloud platform
  • Consolidated view of all the financial processes
  • Real-time dashboard with insightful visualization and interactive simulation
  • Board can improve on its documentation and tutorials for beginners
  • It should provide faster support to the tickets
  • Not suitable for government offices due to privacy concerns
Board is a cloud-based financial planning software suitable for growing companies that deal with retail customers. It can help any business plan its budget most effectively on the basis of its historical data. It also offers benchmark data and trends you can rely on to make product roadmaps and sales plans. It may not be suitable for small startups and organizations due to expensive licensing and a steep learning curve.
I want to give Board 10 out of 10 in terms of its ability to connect with various data sources. This is because it offers a dedicated data connector module that can pull data from either private relational databases or cloud datastores.
When using BI integrated with CPM software, it directly reduces the cost of licensing, training, and operators. It eliminates the time taken to exchange data manually between those two systems. Furthermore, an integrated system is faster, more reliable, and easy to work with than two separate systems.
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