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Board

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

TrustRadius Insights

BOARD is a versatile software that has been used by users across various departments and industries to meet their business intelligence, …
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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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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 48 features
  • Report sharing and collaboration (90)
    7.4
    74%
  • Customizable dashboards (94)
    6.7
    67%
  • Drill-down analysis (97)
    6.7
    67%
  • Formatting capabilities (95)
    5.9
    59%

Reviewer Pros & Cons

View all pros & cons
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Pricing

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N/A
Unavailable

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?

34 people also want pricing

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What is Kepion Planning?

Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver…

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Product Demos

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Features

BI Standard Reporting

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

6.7
Avg 8.1

Ad-hoc Reporting

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

6.7
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

7.1
Avg 8.2

Data Discovery and Visualization

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

7.2
Avg 7.6

Access Control and Security

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

7.4
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.7
Avg 8.0

Budgeting, Planning, and Forecasting

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

7.4
Avg 8.3

Consolidation and Close

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

7.2
Avg 8.1

Financial Reporting and Compliance

Financial statements and regulatory filings

7
Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.3
Avg 8.0

Integration

Ability to integrate with external applications.

7.4
Avg 8.3
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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 Video

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

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 Scenario modeling and Single Sign-On (SSO) highest, with a score of 8.2.

The most common users of Board are from Enterprises (1,001+ 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 and Ratings

(230)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

BOARD is a versatile software that has been used by users across various departments and industries to meet their business intelligence, reporting, and planning needs. Users have found BOARD to be a valuable tool for consolidating data, generating reports, and making better-informed business decisions. It has been effective in a range of use cases, such as traditional BI/MI reporting, CPM capabilities, financial calculations, budgeting, forecasting, and sales analysis.

One of the key advantages of BOARD is its ability to import raw data and run insightful analysis, allowing users to generate well-structured reports. This enables teams to build interactive dashboards for a better understanding of the data and cater to non-technical users. The software also offers easy planning around the generated reports, saving time and aiding in better decision-making.

Another notable feature of BOARD is its integration with other marketing platforms, allowing users to collect multiple data insights effortlessly. The powerful data visualization tools offered by BOARD enable users to create visually appealing reports and quantitative analytics easily. Additionally, it serves as a front end for ERP systems and provides reliable analytics combination software.

Users have praised the ease of getting started with BOARD features and its user-friendly interface that simplifies various business operations. The software is highly regarded for its stability and quick workflow in generating visualizations. Its versatility makes it popular among different departments within an organization, including finance, sales, logistics, marketing, customer service, IT management, and human resources.

Overall, BOARD has proven to be an invaluable tool for organizations looking to consolidate their data, analyze performance metrics, create impactful reports and dashboards, streamline financial processes, enhance decision-making capabilities, automate tasks, forecast and budget effectively. With its comprehensive functionalities and user-centric approach, BOARD helps organizations improve productivity, optimize resource allocation, achieve business goals through improved business intelligence strategies.

Easy to Use and Intuitive Interface: Users found the software to be highly intuitive and easy to use, with a user-friendly interface and quick access to reports. Many reviewers stated that the software was straightforward to navigate, making it easy for users of all levels of technical expertise.

Drag and Drop Feature for Data Analysis: The drag and drop feature was highly praised by users for making data analysis easier. Several reviewers mentioned that this feature allowed them to build complex dashboards without the need for extensive programming knowledge or coding skills.

Automation Capabilities: The software's automation capabilities were highly regarded by users as they saved time and improved efficiency. Many reviewers appreciated the automated functions for generating reports, which eliminated the need for manual processes and increased productivity.

Smaller Community: Some users have mentioned that the community for this software is smaller compared to its competition, limiting opportunities for collaboration and support. They have expressed concerns about the availability of resources, forums, and user-generated content specific to this software.

Weak ETL Function: Several reviewers have stated that the ETL function of this software is not as strong as other tools in terms of performance and capabilities. Users have faced challenges in data extraction, transformation, and loading processes. They have reported slower processing times, limited functionality for complex transformations, and difficulties with handling large datasets.

Lack of Regular Updates: Many users have expressed their disappointment with the lack of regular updates from the software provider. This has led to a stagnant feature set and an inability to take advantage of new advancements in technology. Users have mentioned missing out on bug fixes, performance improvements, and new features that could enhance their experience with the software.

Users commonly recommend Board based on their experiences with the platform. Here are the three most common recommendations:

  1. Use the self-hosted version of Board instead of the cloud version, as it provides more control and flexibility in managing the platform.

  2. Before making a purchase decision, try out the trial version of Board to get acquainted with its features and assess its suitability for your specific needs.

  3. To effectively use Board, leverage the available videos and guides provided by the platform to learn how to maximize its functionalities.

Overall, users find Board to be a valuable tool that offers flexibility, functionality, and affordability. They appreciate its ability to centralize data, automate processes, generate reports, and create dashboards that executives find useful. Whether for budgeting, data analysis, or decision-making, Board is recommended by users across a range of industries and company sizes.

Attribute Ratings

Reviews

(1-25 of 100)
Companies can't remove reviews or game the system. Here's why
Ellen Caroline Murphy Dixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This tool is the most appropriate for the finance department of any company; it is the one that manages to improve planning, control, and, in general, all aspects related to finances. Board is a highly recommended solution. It has to improve some aspects such as PDF export, but without a doubt I recommend it because it is the ideal tool for our department.
Score 10 out of 10
Vetted Review
Verified User
Being a sales & Marketing Manager, I support the budgeting & targets for sales representatives as well as account production data.Board helps me in creating reports so quickly with effective data visualization.

You can quickly see results and make a wide variety of reports, tables and graphs with it.
January 30, 2023

Board review

Score 6 out of 10
Vetted Review
Verified User
the app may not have all the same features as the web version, or the user interface may not be as intuitive.
Md Khandoker Alif | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
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.
January 25, 2023

Board detailed review.

Score 6 out of 10
Vetted Review
Verified User
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.
Marco Carnevali | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
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
Gopi Krishna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Shahbaz Hussain Khan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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
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.
AC Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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
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."
Score 9 out of 10
Vetted Review
Verified User
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
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Vishesh Koul | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Nabin Poudel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
The tool is not only a Business Intelligence and Analytics tool but also helps us in measuring the performance of Team and Corporate at the same time helping the Human Resource Department to track the team performance based on timesheets, tickets, and expenses by the cost center. This is highly interactive and gets updated in real-time allowing us to hot-link the charts on PPTs, slides, emails, and other rich editors. The tool sometimes gets highly dependable if you want a low-code tool to manage your BI and data analysis.
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