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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)
    6.6
    66%
  • Drill-down analysis (97)
    6.6
    66%
  • Formatting capabilities (95)
    5.8
    58%

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?

36 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

State Board Virgin Relaxer Demo and retouch for Cosmetology

YouTube

Flexure Gripper and Demo Board

YouTube

3 Best Software's to Create White Board Animation Videos !! Demo

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NEW Crayola Ultimate Light Board || Crayola Product Demo

YouTube
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Features

BI Standard Reporting

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

6.6
Avg 8.0

Ad-hoc Reporting

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

6.6
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

7
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.

6.6
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.

7.1
Avg 8.0

Financial Reporting and Compliance

Financial statements and regulatory filings

6.9
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.

7.3
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 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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
May 12, 2020

Board Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Currently, Board is used to propose navigable standard dashboards to the company management. By company management, I mean the Board of Directors, the district managers (in reference to the distribution of our branches in the area), and the division managers (in reference to the specialization sectors of our operators). The information that is proposed concerns sales, customer orders, supplier orders, purchases, the warehouse, holidays for employees, and credit control.
  • The first strong point is in the management of the dates, intended as comparisons between dates of different years.
  • The second strong point is data navigability (Drill).
  • The third strong point is the possibility of having users customize those reports and charts which they must access more frequently.
  • The definition of the time frame present in the different databases can be improved. It is not possible to move the initial year once entered, except through the intervention of a technician.
  • The display performance of the reports can be improved; in databases that have a lot of data and many dimensions of analysis (i.e. entities defined in cubes), there are significant performance decays.
  • The other parts that can be improved concern the implementation part of the cubes and entities present in the databases: they do not follow the rules of relational databases and do not have precise logic.
  • The creation of dashboards/graphics is not as immediate as some competitors (see Qlik, Infragistic Reveal, Analisys Services) in the sense that, without a course, one cannot achieve it independently.
Board is a good BI tool on the user side. I currently use version 10.1.2 and we have version 10.6 in the test environment (similar to 11.2 according to the technician) and in the latter there are significant improvements in terms of product performance and flexibility (having switched to HTML5 it is now compatible with all platforms). A decidedly negative point is the fact of having to rewrite practically what has already been developed to move on to the next versions in order to take advantage of the performance of the new database. I wonder: since they were the source and destination engines, why didn't they produce a conversion tool? There was the same problem from version 6 to version 7, while from 7 to 8 and from 8 to 10 we had to review all the capsules: is it possible to have to reinvest each time to review the same things in the same way?
Budgeting, Planning, and Forecasting (4)
62.5%
6.3
Financial budgeting
50%
5.0
Forecasting
60%
6.0
Scenario modeling
60%
6.0
Management reporting
80%
8.0
Consolidation and Close (7)
30%
3.0
Financial data consolidation
70%
7.0
Journal entries and reports
70%
7.0
Multi-currency management
N/A
N/A
Intercompany Eliminations
N/A
N/A
Minority Ownership
N/A
N/A
Local and consolidated reporting
70%
7.0
Detailed Audit Trails
N/A
N/A
Financial Reporting and Compliance (4)
75%
7.5
Financial Statement Reporting
80%
8.0
Management Reporting
80%
8.0
Excel-based Reporting
70%
7.0
Automated board and financial reporting
70%
7.0
Analytics and Reporting (6)
63.33333333333333%
6.3
Personalized dashboards
80%
8.0
Color-coded scorecards
80%
8.0
KPIs
80%
8.0
Cost and profitability analysis
70%
7.0
Key Performance Indicator setting
70%
7.0
Benchmarking with external data
N/A
N/A
Integration (3)
70%
7.0
Flat file integration
70%
7.0
Excel data integration
70%
7.0
Direct links to 3rd-party data sources
70%
7.0
BI Standard Reporting (3)
63.33333333333333%
6.3
Pixel Perfect reports
60%
6.0
Customizable dashboards
70%
7.0
Report Formatting Templates
60%
6.0
Ad-hoc Reporting (4)
52.5%
5.3
Drill-down analysis
80%
8.0
Formatting capabilities
70%
7.0
Integration with R or other statistical packages
N/A
N/A
Report sharing and collaboration
60%
6.0
Report Output and Scheduling (4)
N/A
N/A
Publish to Web
N/A
N/A
Publish to PDF
N/A
N/A
Report Versioning
N/A
N/A
Report Delivery Scheduling
N/A
N/A
Data Discovery and Visualization (3)
23.333333333333336%
2.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
70%
7.0
Location Analytics / Geographic Visualization
N/A
N/A
Predictive Analytics
N/A
N/A
Access Control and Security (3)
43.33333333333333%
4.3
Multi-User Support (named login)
70%
7.0
Role-Based Security Model
60%
6.0
Multiple Access Permission Levels (Create, Read, Delete)
N/A
N/A
Mobile Capabilities (3)
N/A
N/A
Responsive Design for Web Access
N/A
N/A
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
  • The distribution of certified data allowed a more immediate comparison without preliminary discussions on the veracity of the data.
  • Board allowed a simple approach to data navigation, increasing the use of the BI tool.
In truth, Board was not selected in place of the others. Board is the historical BI tool alongside Microsoft Analysis Services. As for Qlik Sense, it was purchased with 10 server version licenses to be able to support and possibly replace the Board because of the performance that should be better for the same size and analysis measures. As for Infragistic Reveal it will probably be the tool that allows you to distribute simpler business reports to a larger number of users: the sales force. This is because Reveal has an unquestionably more accessible cost/user for a large number of users both compared to Board and Qlik and, nonetheless, it connects directly to the Microsoft Analysis Services environment from which it inherits user profiling.
Reveal, Qlik Sense
25
They are the BoD, the heads of the commercial districts, the heads of the divisions and the administrative heads. The district managers supervise the stores and agents that cover the territory. The division managers oversee the technicians and salespeople who cover certain product sectors (such as automation, home automation, industrial plants, civil plants, alternative energy etc ...).
2
An AD that deals with identifying the dashboards to be implemented, checks them and explains the results to other users. A developer (me) who monitors and corrects any problems that may occur, also taking advantage of the Board assistance service and / or the partner companies that have followed the development.
  • Sales and customer orders
  • Purchases and supplier orders
  • Credit and staff management
  • The ability to navigate in nightmares by literally immersing yourself in the details of the data
  • The possibility of creating prospectuses extracted from the capsules for immediate data
  • The ability to compare different periods in a rather simple way.
  • Take advantage of access to the Server Board from each platform using the html5 base of the new version 11.2
Overall Board is a good BI tool. Once the nightmares, the entities, the procedures that feed the internal database and the institutional dashboards have been created, the use remains fairly simple even for less experienced users (who can have problems only for the printing phase, which is not very intuitive).
No
  • Product Features
  • Product Usability
  • Product Reputation

It was not I who decided to buy Board. He was already present in the company when I was hired in 2012. They then instructed me to deal with it from 2013 onwards along with all the rest of the products we use in BI. I met Board after the transition from version 6 to version 7 was made (it was not painless). Speaking with the administrator, I learned that the choice had been made towards Board because in that period it was one of the products that boasted the best specifications, brochures and graphics, and had a good reputation among users who used it in other companies. After the choice, investments were made which proceeded with the development through this product.

Today, after 7 years of experience, you have a different view of BI tools. There are certainly more inputs, also from other users, which concern the pros and cons of each instrument. Even reviews made by professionals through the sites have their importance, since they are the result of experience, often years, of the problems they find.

  • Third-party professional services
The Board project was developed in collaboration with Orange Company (Perugia branch). The first development was made before 2012 with the version of Board 6. Subsequently, the update was made to version 7, then also to version 8, always by the same company. At the same time as the transition to version 7, databases and capsules (brochures) were revised. The transition from version 8 to 10.1.2 was carried out with the support of a Novidis technician from San Benedetto del Tronto (AP) who allowed us to have a lower impact on the usual migration problems. Today we always turn to Novidis for any type of problem.
No
Change management was minimal
No substantial changes occurred as those who were able to use Board already had experience with the same data on Excel reports linked to the cubes of Microsoft Analysis Services. Surely the convenience of always having self-updating brochures, not having to intervene on the dates for comparisons and having all the main indicators and values ​​in a single screen, have brought significant advantages. In this phase, users were equipped with 27 "/ 32" monitors with 2K resolution, in order to have complete (or almost) complete control of the company in a single dashboard.
  • The main problem was user profiling
  • Another problem was the limitation of the dimensions (or entities) present in the individual Board info-cubes with respect to the analysis dimensions of the cubes present in the Microsoft Analysis Services environment.
  • Another problem was to make people understand the different ways of implementing sales data
The problem of user profiling in our context is certainly quite complex. The complexity is given by the fact that the company is divided territorially into logistic points of sale, but at the same time they are virtually divided into divisions (or specific implementation areas) and points of sale of competence. The same operator can have access to data at different logistic sales points, sales points of competence and divisions.
The only time I needed assistance was due to a problem in the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient.
Yes
The only time I needed assistance was due to a problem in the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient.
The only time I needed assistance was due to a problem in the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient.
  • Drill
  • Dashboard customization
  • Data selection
  • Definition of info-cubes
  • Definition of data acquisition procedures
  • Maintenance of cubes, entities and the database in general
Yes, but I don't use it
From a user perspective, Board is quite simple to use. You can evaluate the presentation of the data, the navigation, the configuration of the users, the selection of the data etc ... It would have a better rating if it were even more intuitive as regards the construction of a project, starting from the database, to the info-cubes, to entities, to data acquisition procedures from other servers.
Jeff Lynn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
BOARD is used primarily as a tool for P&L reporting and maintaining budget and forecast data. We also use it for some operational reporting and business planning (demand planning, census, etc).
  • BOARD is extremely flexible, you can structure your data and hierarchies however you like.
  • User-friendly: It's easy to bring new users up to speed quickly on their desktop and web client.
  • Hierarchy management. While hierarchies are extremely flexible, the tools to manage them are occasionally frustrating, you can't always sort by all headings.
  • Exporting and printing layouts and reports can be frustrating. In most cases, it's easier to export to Excel and then format in Excel vs. trying to print directly from BOARD.
BOARD is well suited when you want a solution that can work across a variety of use cases. It can be used for financial reports, planning, project tracking, and as a BI tool. It's a user-friendly solution that both beginners and power users can work with. Because of its flexibility, it's not well suited as an "off the shelf" solution. You will need to build frameworks for the solutions you require.
Budgeting, Planning, and Forecasting (5)
70%
7.0
Long-term financial planning
N/A
N/A
Financial budgeting
90%
9.0
Forecasting
90%
9.0
Scenario modeling
80%
8.0
Management reporting
90%
9.0
Consolidation and Close (7)
12.857142857142858%
1.3
Financial data consolidation
90%
9.0
Journal entries and reports
N/A
N/A
Multi-currency management
N/A
N/A
Intercompany Eliminations
N/A
N/A
Minority Ownership
N/A
N/A
Local and consolidated reporting
N/A
N/A
Detailed Audit Trails
N/A
N/A
Financial Reporting and Compliance (5)
70%
7.0
Financial Statement Reporting
100%
10.0
Management Reporting
90%
9.0
Excel-based Reporting
80%
8.0
Automated board and financial reporting
80%
8.0
XBRL support for regulatory filing
N/A
N/A
Analytics and Reporting (6)
36.666666666666664%
3.7
Personalized dashboards
80%
8.0
Color-coded scorecards
70%
7.0
KPIs
70%
7.0
Cost and profitability analysis
N/A
N/A
Key Performance Indicator setting
N/A
N/A
Benchmarking with external data
N/A
N/A
Integration (3)
93.33333333333334%
9.3
Flat file integration
100%
10.0
Excel data integration
100%
10.0
Direct links to 3rd-party data sources
80%
8.0
BI Standard Reporting (3)
N/A
N/A
Pixel Perfect reports
N/A
N/A
Customizable dashboards
N/A
N/A
Report Formatting Templates
N/A
N/A
Ad-hoc Reporting (4)
50%
5.0
Drill-down analysis
80%
8.0
Formatting capabilities
50%
5.0
Integration with R or other statistical packages
N/A
N/A
Report sharing and collaboration
70%
7.0
Report Output and Scheduling (4)
22.5%
2.3
Publish to Web
90%
9.0
Publish to PDF
N/A
N/A
Report Versioning
N/A
N/A
Report Delivery Scheduling
N/A
N/A
Data Discovery and Visualization (3)
N/A
N/A
Pre-built visualization formats (heatmaps, scatter plots etc.)
N/A
N/A
Location Analytics / Geographic Visualization
N/A
N/A
Predictive Analytics
N/A
N/A
Access Control and Security (4)
72.5%
7.3
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
N/A
N/A
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (3)
N/A
N/A
Responsive Design for Web Access
N/A
N/A
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
  • BOARD has allowed us to automate publishing monthly results to business partners. They can see their financial results without waiting for a batch to run or for partners to publish them via email. Thanks to robust security settings, Finance can ensure partners only have access to their departmental numbers.
  • BOARD has allowed us to move to a web-based forecasting/budgeting tool where we can move away from spreadsheets and into a live-entry model. It's eliminated versioning errors that can creep in when spreadsheet models are being traded back and forth.
Board had a very robust solution at a reasonable price when we were looking at moving away from a sunsetted version of our previous tool. It gave us the ability to quickly implement with our ledger system and the flexibility to develop additional solutions after the implementation.
  • Drill down to more detailed layers of information/data
  • User security controls
  • manipulation of cube outputs
  • Hierarchy management
  • error troubleshooting in excel add-in
Yes, but I don't use it
Overall, Board is easy to use and develop for. Users can quickly get up to speed and begin using with only a small amount of training. Generally, it takes longer to explain the data structure (our customization) than it does to explain the tool itself.

The most consistent challenge we run into is hierarchy management. New members have to be mapped to each level of an entity. While there is a "normalization" process, it often fails to map correctly or in rare cases can change custom mapping that was previously set up.
March 05, 2020

BOARD BI & CPM TOOL

Gaurav Suri | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
BOARD as the name suggests is a blank canvas. One can use it for traditional BI/MI reporting or to implement workflow driven corporate performance management. Here at L&Q we have been using it for a number of years primarily for our BI needs. However, recently we have started realizing its true potential with its CPM capabilities.
  • Easy to use procedures for workflow implementation.
  • Quick rollout time.
  • Attractive looking dashboards.
  • Smaller community compared to competition.
  • ETL function is not as strong as compared to other tools.
  1. BOARD is amazing for Planning, Budgeting and Forecasting.
  2. Implementing and managing scenario based calculations.
  3. Quick and easy to manage dashboards.
  4. Web and mobile capabilities.
Budgeting, Planning, and Forecasting
N/A
N/A
Consolidation and Close
N/A
N/A
Financial Reporting and Compliance
N/A
N/A
Analytics and Reporting
N/A
N/A
Integration
N/A
N/A
BI Standard Reporting (3)
63.33333333333333%
6.3
Pixel Perfect reports
60%
6.0
Customizable dashboards
70%
7.0
Report Formatting Templates
60%
6.0
Ad-hoc Reporting (3)
66.66666666666667%
6.7
Drill-down analysis
70%
7.0
Formatting capabilities
60%
6.0
Report sharing and collaboration
70%
7.0
Report Output and Scheduling (4)
57.5%
5.8
Publish to Web
80%
8.0
Publish to PDF
50%
5.0
Report Versioning
50%
5.0
Report Delivery Scheduling
50%
5.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security
N/A
N/A
Mobile Capabilities (3)
16.666666666666668%
1.7
Responsive Design for Web Access
50%
5.0
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
  • BOARD has played a vital role in automation within our organisation. All our stat accounts and management accounts are fully automated.
  • Helped business to move away from multiple spreadsheet culture to a single version of truth.
All systems offer few things that may or may not be unique to them. Opting for a solution is based on multiple factors, for us it was speedy development and rollout.
Microsoft Dynamics GP, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), SAP BusinessObjects Business Intelligence (BI) Platform
Big Data Engineering
4
People with SQL exposure and analytics mind set
  • Business intelligence
  • Finance and Budgetting
  • Regulatory Reporting
  • Budgetting and Resource planning has been real time saver for the business
  • Bespoke app development: Used for quick POC development
  • Pushing entire architechture to cloud based solution
Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution.
Yes
Originally BOARD was selected for its BI capabilities replacing SSRS and CorVU. CorVu was very clunky and tricky to use and required indepth L&D before any development and SSRS is very old tech and primarily useful for doing quick MI reports. Report and Dashboards created on SSRS lacked the wow factor and self-serving.
  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
Product Usability was the key factor for us while making our choice. Its easy and rapid deployment was the key selling point on a very short notice vendor was able to produce a POC for key bottlenecks faced at the time.
Considering technology is rapidly evolving, we would like to explore more on Big data capabilities and compare with peers. We would be more interest in future ideas vendors have for their product and how can we leverage those ideas to meet operational excellence in our wor stream.
  • Implemented in-house
No
Change management was minimal
Two-way communication is paramount.
Leadership: Organizational change management requires leadership.
Start from the top
training
  • Business providing clearly defined user stories to support development
At the time-limited user base or community did affect our development to some extent. Since we were learning while developing there are areas we could address to improve on performance.
  • in-person training
  • no training
Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth.
Learning Board is straight forward. I would recommend developing a BI solution for a start this should cover the majority of features on offer. Consider using Boards knowledge base and BOARD community for discussing question and ideas with other users.
Overall support from BOARD has been great so far. New version rollout or usual technical assistance board support team has been swift and helpful.
No
Being an early adopter has its own pros and cons. BOARD was exceptionally supportive of sharing ideas while initial development. For a brief initial period, we were provided with an inhouse consultant to advise and assist with the development.
  • ETL
  • Dashboard
  • procedures
  • workflows
Yes
We haven't been using its mobile capabilities
  • Faster reporting, analysis or planning.
  • More accurate reporting, analysis or planning.
  • Better business decisions.
  • Improved data quality.
  • Improved operational efficiency.
March 04, 2020

Board goes further

Score 10 out of 10
Vetted Review
Verified User
Incentivized
BOARD is used by management, administrative office and sales forces. Through the BOARD, you have access to all historical sales data and to all historical statistics. It is used in the analysis and budget insertion phase as well as in the analysis of purchases. another important area of use is market analysis and management control.
  • Simplicity of use
  • Execution speed
  • Scalability on the query function
  • Web interface
  • Client interface
  • Improve graphic creation
In my opinion there are no limitations on usage scenarios. I find it very elastic both in the reporting phase and in the data entry and analysis phase.
Budgeting, Planning, and Forecasting
N/A
N/A
Consolidation and Close
N/A
N/A
Financial Reporting and Compliance
N/A
N/A
Analytics and Reporting
N/A
N/A
Integration
N/A
N/A
BI Standard Reporting (3)
80%
8.0
Pixel Perfect reports
80%
8.0
Customizable dashboards
80%
8.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (4)
85%
8.5
Drill-down analysis
100%
10.0
Formatting capabilities
80%
8.0
Integration with R or other statistical packages
80%
8.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (4)
82.5%
8.3
Publish to Web
80%
8.0
Publish to PDF
80%
8.0
Report Versioning
80%
8.0
Report Delivery Scheduling
90%
9.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security
N/A
N/A
Mobile Capabilities (1)
80%
8.0
Responsive Design for Web Access
80%
8.0
  • A very high impact
  • SAP BusinessObjects Business Intelligence (BI) Platform
Simplicity of use, greater elasticity and better assistance
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Microsoft SQL Server, Talend Data Integration, SentinelOne, F-Secure Protection Service for Business, F-Secure Radar, Fortinet FortiGate, Liferay Digital Experience Platform (DXP), Microsoft Application Server, Red Hat Enterprise Linux (RHEL), VMware ESXi
60
It is used at all levels, product managers, management, commercial officers, operational managers
1
Knowledge db and minimum knowledge programming plus knowledge dwh
  • Budget management,
  • Sales analysis
  • Warehouse analysis
  • Marginality products
  • Budget analysis
  • Analysis of commercial officials visits by integrating Crm
  • Analysis of potential customers
  • Customer cluster analysis with historical series of external events
Great product
No
  • Product Usability
  • Product Reputation
  • Positive Sales Experience with the Vendor
Well made product, powerful and that does not require too many hw fixes.
I would do it the same way
  • Third-party professional services
www.mosaicnet.eu
Change management was a small part of the implementation and was well-handled
Involve the end user more
  • We have not encountered any particular problems
The support provided by mosaic was fundamental and the preparation of the management gave the additional boost
  • in-person training
Prepared supplier
better to provide a good initial training by trained personnel
The customization possibilities are very wide and well scalable, perhaps it could be useful to have a basic parameterization in order to facilitate the approach
A thorough analysis with all users to better evaluate the needs and an involvement of the management at the beginning of the project to better share the objectives
No - we have not done any customization to the interface
No - we have not done any custom code
none
No
Support is always present and people in the field are very experienced
Yes
Yes it has been solved exhaustively
With support in replacing the type of licenses
  • Interfaces
  • inserting filters
  • reporting
  • Integrations between cubes
Yes, but I don't use it
good ease of use, but everything can be improved
very fast and no integration problems
  • Crm
  • dwh
  • erp
Excellent integration with any system
not for now
  • ETL tools
no problem in the integration phase
No particular advice as we have not encountered any problems
no problem when negotiating
Always available to support in every choice and very prepared as well as present in the negotiation phase
licenses and cost
Rely on serious suppliers and create a good understanding with the commercial officer
Yes
NEno problem in upgrading. implementation was quick and easy. there have been several improvements especially in the web interface
  • Speed increase
  • web interfaces
  • Improvement of the web interfaces
No
No
February 04, 2015

COO

Mark Breznak | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Board Business Intelligence is being used for budgeting and data mining of revenue and projects.
  • Allows non technical people to find the results they are looking for
  • Speed of implementation
  • Multiple client choices web, apps office, and Client
  • None
Size of data was an important feature
Board allows write back with facilitates using it for budget reasons.
Board Business Intelligence is an integral part of our process.
15

Commissions, revenue analysis, resource analysis, budget and financial reporting.

1
Business and Database Skills
  • Budget
  • Corporate Performance
  • Reporting variable compensation
  • For Customers we have built inventory forecasting
  • Cash Flow Projections
  • performance reviews
  • resource planning
Yes
Jedox, business objects and Paris technologies
  • Price
  • Product Features
  • Product Usability
It is an all in one solution. Other products did not allow writeback capabilities. Many had add on products that were required.

Consider cost of ownership. The cost to run most products eclipses the initial cost to implement with previous products

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