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.
Planning is much better with Board
Board App Review, Highly Recommended for Your Search of CPM & BI tool
Board review
Board really provides tremendous business growth for early-stage startup company’s founders & teams.
Board detailed review.
Best Forecasting and Analytics Tool
Tailored Business Planning & Solutions Provider Application
Board - reporting, budgeting and effective data sharing instantly
Grow Your Organization with Board
Excellent BI Platform for visualising data from variety of Datasources.
Board: Perfect BI and Forecasting Platform with reporting capability.
Great Financial Planning Tool
Simple and efficient BI tool
Great solution for BI and CPM!
Board is just GREAT!
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
- Report sharing and collaboration (90)7.474%
- Customizable dashboards (94)6.666%
- Drill-down analysis (97)6.666%
- Formatting capabilities (95)5.858%
Reviewer Pros & Cons
Pricing
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
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Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 6.6Pixel Perfect reports(81) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 6.6Customizable dashboards(94) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 6.6Report Formatting Templates(87) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 6.6Drill-down analysis(97) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 5.8Formatting capabilities(95) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 6.6Integration with R or other statistical packages(67) Ratings
Integration with the open-source R predictive modeling environment.
- 7.4Report sharing and collaboration(90) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 6.6Publish to Web(80) Ratings
- 7.4Publish to PDF(88) Ratings
- 6.6Report Versioning(81) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 7.4Report Delivery Scheduling(79) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
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.
- 6.6Pre-built visualization formats (heatmaps, scatter plots etc.)(73) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 7.4Location Analytics / Geographic Visualization(67) Ratings
Location analytics is the visualization of geographical or spatial data.
- 7.4Predictive Analytics(65) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
- 7.3Pattern Recognition and Data Mining(1) Ratings
Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.
Access Control and Security
Access control means being able to determine who has access to which data.
- 7.4Multi-User Support (named login)(73) Ratings
Named model access means that users have access based on name and password.
- 7.4Role-Based Security Model(70) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 6.6Multiple Access Permission Levels (Create, Read, Delete)(73) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 8.1Single Sign-On (SSO)(70) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 5.8Responsive Design for Web Access(73) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 5.7Mobile Application(58) Ratings
A dedicated app for iOS and/or Android.
- 5.8Dashboard / Report / Visualization Interactivity on Mobile(69) Ratings
In-app dashboard reports and data visualization.
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
- 7.3Long-term financial planning(75) Ratings
3-5 year financial plan with cashflow.
- 7.4Financial budgeting(79) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 6.6Forecasting(76) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 8.1Scenario modeling(72) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 7.4Management reporting(78) Ratings
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
- 8.1Financial data consolidation(71) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 6.4Journal entries and reports(72) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 7.4Multi-currency management(62) Ratings
Ability to handle foreign currency conversions during consolidation.
- 7.4Intercompany Eliminations(63) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 7.4Minority Ownership(57) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 6.6Local and consolidated reporting(69) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 6.5Detailed Audit Trails(66) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 7.3Financial Statement Reporting(73) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 6.6Management Reporting(77) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 6.6Excel-based Reporting(74) Ratings
Ad hoc or formatted reports using MS Excel.
- 7.4Automated board and financial reporting(71) Ratings
Tools to help automate creation of regulatory reports such as SEC filings and board books.
- 6.5XBRL support for regulatory filing(51) Ratings
Support for the XBRL standard reporting format for exchanging financial data.
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 7.4Personalized dashboards(79) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 7.4Color-coded scorecards(75) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 6.6KPIs(77) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 7.4Cost and profitability analysis(73) Ratings
Cost and profitability analysis provides data for business decision making.
- 7.4Key Performance Indicator setting(72) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 7.3Benchmarking with external data(63) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 7.3Flat file integration(77) Ratings
Integration of flat files like text documents and comma separated files
- 7.4Excel data integration(76) Ratings
Ability to integrate directly with Excel data.
- 7.3Direct links to 3rd-party data sources(72) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Competitors
- Tech Details
- FAQs
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
Board Video
Board Competitors
Board Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | Apple iOS, Android, Windows Phone |
Supported Countries | Americas, Europe, Middle East, Asia Pacific |
Supported Languages | English, Italian, German, French |
Frequently Asked Questions
Board Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 30% |
Enterprises (more than 500 employees) | 70% |
Comparisons
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Reviews and Ratings
(230)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
-
Use the self-hosted version of Board instead of the cloud version, as it provides more control and flexibility in managing the platform.
-
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.
-
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
- 9.1Likelihood to Renew7 ratings
- 9.1Availability1 rating
- 9.1Performance1 rating
- 7.7Usability5 ratings
- 8Support Rating3 ratings
- 7.3In-Person Training2 ratings
- 7.2Implementation Rating3 ratings
- 9.1Configurability1 rating
- 9.1Product Scalability1 rating
- 9.1Ease of integration1 rating
- 9.1Vendor pre-sale1 rating
- 9.1Vendor post-sale1 rating
- 9Data Visualization1 rating
- 6.6Data Sources98 ratings
- 6.6Data Sharing and Collaboration90 ratings
Reviews
(1-18 of 18)Board detailed review.
- 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.
- 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.
Experience with the all in one Solution board.
- 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 - A Go-To BI Tool
- 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.
Power BI and CPM tool
- 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.
Really Great UI/UX to help with Adoption
- Reporting
- Analytics
- Data Management
- Integration
- Better Demos for Self Learning Online
- 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
Powerful Business Intelligence Tool
- Board used for financial budgeting and forecasting of my organization and decision-making process
- Board is used for making decisions on our services, such as student feedback, staff feedback, and how our service needs to be improved, calculated by the features using Board
- Board is used for creating management reports.
- Improve the user interface for more simple way.
- Database designing is a bit hard so it's better to improve this part.
- Better to improve the security features of the product such as role management.
Board - Powerful BI tool to facilitate decision making process
- Board makes data summary easy - It makes comprehensive reports with great visuals.
- Board makes navigation is easy for users - it has abundant training materials to help you get started.
- With Board security is easy to set up and maintain for the organization - the support staff also provides great assistance for implementation and resolves other issues.
- Database design is hard and needs more material to explain how to design [a] database step by step.
- The online help should be updated with the latest versions (including full web) as well as an enhancement of the e-learning platform.
Wonderful Business Reports Distribution and Data Collection Package.
- Its performance management ability is fantastic.
- Simple content management on Cloud services.
- Visualizing of business data is excellent.
- The deployment on Cloud to the new users.
- Learning the advanced Board configurations.
- The processing of large business data.
You should definitely give Board a try!
- We have been able to obtain a greater representation and a global standard of the reporting and a successive decrease of the realization times. We are now able to graphically represent even complex data, making them easily representable to the senior board with more clarity and analytical feedback.
- We have been able to deliver real-time data to the staff which resulted in better communication and an amazing productivity increase. We have also been able to improve the organization of our data system with this system, which allows us to save a lot of time while generating reports.
- The use of Drill is really excellent. This caters to our need for the conversion of all the reports that we had developed over a period to Board.
- The documentation for modes in Data readers is inadequate and requires more work. There are several other areas where the documentation more work and more use case-related examples and their descriptions.
- There are instances in which the changes in a single formula results in a massive mess. The formula feature could be improved to a greater level.
- The error and the logging information could be improved and made more human friendly.
Transforming your Business process digitally
- It offers extensive tools for documents and reporting.
- Easy to navigate different functionalities.
- Data can be readily synced on the cloud.
- For first time users, it be complicated to use in the initial period.
- Is little expensive for small enterprises.
- The learning curve is steep, training tools can be improved.
Designed to offer a combination of analytics, predictive modeling and simulation to a wide variety of industries
- The extensive language capabilities facilitates multi-lingual reporting
- Predictive analytics and data modeling
- Turns numbers into charts, tables, maps, and graphics
- It's a cumbersome task to drill down into layers of configuration
- It's a vast and complex system therefore it involves a steep learning curve
- Better manuals on how to use the program should be provided
- [The] connection between monitoring and reporting features, Enables for parallel activities between many chiefs or supervisors, who are responsible for both organizational outcomes.
- Data management capabilities such as extracting and importing data, preparing different action models according to data, storing and diversifying data with special machine learning features.
- Ability to work with large data without downfalls in software workload.
- Effective customer support.
- Ease of use seems confusing while working with different currencies [especially] during projects [in] different countries.
- Moving to the Board was really hard, hope Board would develop integrations with emails and spreadsheets.
- Bugs in [the] interface during remote control, during pandemic it made it hard to solve problems.
- The software fosters transparency, through significant cost evaluations, and analysis of revenue streams.
- Also, decision-making is based on live data evaluation, through the advanced analytical base.
- Board collects and merges data from diverse sources, and this leads to solid performance.
- The training videos are quite inadequate, and they should be detailed enough to improve the business learning curve.
- Board has many dimensions, which forces us to take longer to read and conceptualize a huge database.
- Finally, Board support team takes slow moves to reach us when we contact them.
- The simplicity of the Board platform allows any employee to become proficient in the use and processing of data, and the reports generated by the Board platform save an organization time and money.
- It is extremely efficient to integrate and transfer databases, as well as coordinate operations and generate reports.
- Reviewing the archives of previous reports and comparing them with current information is also very useful.
- This platform does have shortcomings in terms of mobile experience.
- As it has many functions, learning the software will take some time for new users.
BOARD BI & CPM TOOL
- 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.
- BOARD is amazing for Planning, Budgeting and Forecasting.
- Implementing and managing scenario based calculations.
- Quick and easy to manage dashboards.
- Web and mobile capabilities.
Board is a robust CPM & BI tool...Tech Savvy Required.
- Board has some nice visuals and has an interesting way of working with its data model
- The CPM portion where Board allows you to enter data and store it is particularly useful
- Board also has a nice online web based user interface
- Board's data readers and data model are somewhat more complex than advertised as "out of the box" to implement. You need more training than other tools such as PowerBI and Tableau
- Board's training materials (on demand video) are well put together but costly and don't address all the details you'd like them to. The social blogs also address some topics but don't cover materials particularly well.
- The look and current feel for Board on the desktop version looks a bit outdated (Office 2007 themed). I'm aware this will change in the coming months.