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

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.

6.7
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 7.7

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 8.3

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 73)
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Score 10 out of 10
Vetted Review
Verified User
Using Board, teams can automate the planned tasks, activities such as creating, scheduling, assigning, task management, projecting, forecasting and budgeting. It provides analytics and reports. This BI tool is very good product that is user friendly and easy to use. <br><br>It has great features with a great service support. You can create reports so quickly with data visualization.
  • The Customer service support is exceptional.
  • The product understands & adapts your need so quickly.
  • Data models for business intelligence can be created quickly and easily with BOARD's BI solution
  • Works well for financial budgeting & goals setting
  • Works slow with heavy data.
  • formatting gets changes while exporting to excel.
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
Business problems that Board addresses in my organisations are: Difficulty in managing and tracking multiple projects and tasks at the same timeInefficient communication and coordination among team members
  • visibility into team performance and progress
  • dentifying and addressing bottlenecks and delays
  • communication and coordination among team members
  • Integrations: While Board may have some integration capabilities with other tools, it may not integrate with all the tools that an organization is using
  • Customization
  • Mobile App: Board may have a web-based interface that is accessible from any device, but some users may find that the mobile app experience is lacking in terms of features or usability.
the app may not have all the same features as the web version, or the user interface may not be as intuitive.
Md Khandoker Alif | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Board is the perfect package of our digital data maintaining platform for our business operation.We have millions of users data analysis program for marketing, financial ROI, accounting maintaining, financial due diligence purpose. We are using it for our business growth calculation according to our previous turnovers & loyal users of our own business satisfied clients. Board help us to reduce server cost because it has been integrated with cloud services.

  • Cloud data analysis services for business & corporate user's maintaining purpose
  • Data driving from one format to another format within a minutes without any data analysis experience.
  • Financial data validation process, analysis services, making the annual reports are providing according to our business operation demand.
  • Board Cloud services have to providing with multiple devices from local & multi Cloud environment zone with Shortest DNS record
  • Need to integrate with many other Microsoft 360 services with customaization data Model
  • I also missing the 2Mfa authentication security & own server configuration based software data syncing between Board room & AWS cloud services.
Board is very easy process to manage for Highly data analysis services operating system.We are also using it for our millions users behaviour tracking purpose & providing the best feedback after analysis the proper demand from Board data driven. Board is ready to get many intelligence data validation process with Cloud services experience for us.It's smart planning data analysis services giving us the tremendous growth according to our business operation demand.
Gopi Krishna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The Board helped us to get to discover very important insights that driven for a successful business decisions. We can drive the digital transformation. Our organization utilized the top features like performance management and business intelligence. We earlier face some of planning issues for the actionable items. After shifted to Board, we identified the difference. Thanks to it.
  • Smarter planning
  • Complexities simplification
  • unique solution provider
  • Pricing details should be provided according to the business
  • support team should be quick
  • Should be little affordable
I started using Board from my previous organization and there our planning and analyst team are faced difficulty in order to drive the business. At that point, we came to know about the Board and gave a try for lead transformation. This enabled the opportunities and discovered solutions which the company faced challenges at the time of planning and execution.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Board is being used extensively within the finance team to manage all reporting, quarterly budgeting, and to enable the monthly balance sheet reconciliation process.
Board also allows the creation of dashboards for each level of the business from business unit manager up to executive. This enables the sharing of information and financial results immediately. Each executive within the business has a dashboard to manage their own individual KPI's.
The security flexibility within the system allows you to create multi levels of access to ensure the right people have access to relevant data.


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

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

I am yet to find a situation where Board cannot manage a specific problem. The ability to link data and bring the correlations of the data points together within the system has been a game changer for me for my own professional development, and for the business
Score 8 out of 10
Vetted Review
Verified User
Fidelity being a Financial Services organization and Mutual Fund manufacturing and distribution company, uses Board for two prominent use cases: 1. Financial Statement Reporting for Regulatory Needs for Europe and UK Business 2. Used by the Quality Assurance team to track Quality metrics which can be drilled down to monitor the performance of any specific team/individual. Quality Team has its data coming in from various sources (like excel, Jira, etc.), which is visualized and used to obtain insights using Board.
  • Board can handle huge amounts of data. It provides the cloud database and Premise Database choice to the customers/users.
  • Easy connectivity/integration to a variety of data sources like Excel, CSV, Oracle, SQL, etc.
  • Variety of Reports and data visualisation capabilities.
  • Missing Inbuilt scheduler for tasks. Need to import tasks.
  • Should support multiple pricing models as per company size.
  • Security/Authentication process and structure is a bit complex to figure out.
Suited for faster onboarding for a variety of teams who might be technical/non-technical if they are looking for a low volume of data from a limited no of data sources for visualization. Not Suited for completely non-technicals folks/teams who want to build reports from sophisticated databases.
AC Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It helps our team do deep analysis and data quality refinement for the churn rate prediction in the High Networth Individual project. We can further do reporting and analysis and are able to do forecasting using Board for our refined data set. We further share these detailed reports with operations teams/customer relationship teams to retain our HNI customers by cross-selling them relevant products or offering them proactive solutions to prevent churn.
  • Standardisation of data from various disparate sources.
  • Depth of analysis and ability to drill down and up to get a high-level and low-level picture of analyzed data.
  • Variety and customisations in Reporting.
  • Quite challenging to work and place various different objects, even after using align for report designers.
  • Error messages are vague at times requiring additional efforts to find the root cause of the problem.
  • Learning curve for someone new to platform.
Most appropriate for the following nature of scenarios/business use-cases: Producing data for analysis in an easy and fast way. Creating management dashboards to provide visibility of the business trend or any specific visualization. Building accurate consolidated reports which allow for decisions to be made with future projections also accessible.
Score 10 out of 10
Vetted Review
Verified User
We have mainly used the Board application to get insight and perform some financial planning in my institution. I find it to be very helpful when generating reports, which always come in great detail and high quality. My supervisors are always content with such reports.
  • High Quality Reports
  • Financial Planning
  • Product Support
  • User-Interface
  • Ease of use
  • Update procedures
  • Error description
I would definitely recommend Board in most financial planning applications as it offers the best features out there compared to other products. Despite having a nice UI, Board is not that easy to use, especially for new users. This being said, it would be better to start with a simpler solution, then switch to Board when possible.
Score 9 out of 10
Vetted Review
Verified User
We used to use a number of custom BI solutions in our sales department. That was a painful scenario, with lots of accesses to different data, ugly interfaces and data visualisations, every now and then it would have just not worked at all due to some disruption of service. Now, with Board, all of that is a thing of the past.
  • Great BI solution
  • Great, user-friendly, UI
  • Fast-loading solution
  • N/A, it just works!
I would recommend Board for all companies that want to scale up and move from custom BIs to the state of the art of business intelligence and corporate performance management.
I would not recommend it for companies below 50 employees or something like that, or companies with a GMV below 3-4 millions USD / year.
Score 9 out of 10
Vetted Review
Verified User
The Board BI tool provides all the information about the needs of the company, which includes predictive analytics and data manipulation to make different types of reports that can be of great help for the company when making proactive decisions. Customer support is excellent; the support representative on site was very knowledgeable and had no difficulty integrating with our database. It has a great capacity to process large unstructured data files from internal/ external sources. Data can be manipulated in various ways to produce different types of powerful reports. The user-friendly interface made the visualization easy to create. The import of Masterdata from ERP was constant and seamless.
  • With Board, we have reduced the use of excel, ensuring more accurate and faster information.
  • Easier to streamline all of our logics and processes.
  • Board helps u to collect our internal numbers and create the reports required by management.
  • Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
  • We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.
Board provides capsule dashboards for our users, customized by individuals. It also allows analysts to create live excel files for repeated reports. Productivity is improved because we are spending less time collating data and more time reviewing it. Board, we cannot delete entities. We have to go through a major expansion and restructure, so we have all these dead entities we are stuck with.
Vishesh Koul | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Board is a Business Intelligence tool with the help of which we configure and analyze our data to get market insights which helps tremendously in determining the organization's needs. We also use Board's different features like fetching reports which are to be sent to the counterparts and stakeholders for various meetings.
  • It has the ability to handle large amounts of data. Board provides the cloud database which ensures faster deployments and greater security.
  • The customers have both the choices either On-Premises or On Cloud since Cloud is more popular nowadays I would recommend Cloud to opt for.
  • The users can get along with Board quite easily because of it's easy to use UI and Drag & Drop features.
  • The complex calculations of reports is done so easily and quickly with the help of inbuilt functions.
  • There is less learning content about Board on free platforms which can be increased just like other products have currently.
  • The updates for On-Premise and Cloud should be in sync both should receive updates from time to time.
  • It has all the features and functionalities to make it a powerful tool, need to look into the pricing side of it.
It has the ability to handle complex and heavy data, its built-in functions are capable to perform complex calculations with ease. The Drag and Drop feature makes it more user-friendly. The support base is also appreciable and approachable. The pricing part needs to be looked into to make it more affordable and competitive in the market. Also there should be easily accessible learning platform.
Score 9 out of 10
Vetted Review
Verified User
Board is what you need to shoot up your business. A complete package that handles the data part which also leads to better performance metrics. For us, seeing the data with proper graphs/stats was an issue, which Board is able to solve in a very easy and efficient way. Also the dashboard is very powerful to display the data in the most informative form.
  • Presenting and interpreting data with reports and attractive dashboards.
  • UI UX is very good and easy to navigate which makes it easy or user-friendly.
  • Fast and stable, the performance of the board i.e. loading time is very smooth.
  • The app can be integrated with the web browser.
  • Overall customer experience can be improved by making it fast response and more available.
Board is best for the scenarios when your company has a lot of data and you want to visualize it, see it in attractive reports and make sense of that data. In such cases Board is very good. On the other hand, if you are dealing with less data or stats then Board will be less favorable because it has a certain learning curve.
Score 9 out of 10
Vetted Review
Verified User
Board has helped monitor and visualize performance of the organization on various metrics that are important for organizations growth. It helps create the workflow required to create application customized for the needs of the organization. It helps to maintain planning and analysis application that can measure various KPI required for companies performance management. It helps run predictive analytics algorithms that help forecast numbers, revenues and growth. It helps to set various business rules required for proper functioning of various business processes and even enter logics. It helps to create customizable dashboards and reports that can be tracked by senior level management to see performance of various business processes and take firm level business decisions as needed. Overall, it is ease to use, provides self service customized workflows for users to work on and visualize performance of various digital assets.
  • Predictive analytics and performance tracking
  • creating real time tracking and visualization dashboards
  • integrate with various CRM tools and ERP applications to upload data into its database
  • easy to deploy and install
  • low cost of maintenance
  • costly for low architectural complexity organizations
  • requires training to use model and use of functionality
  • connectors requires to connect to various data sources
It helps to run advance business intelligence and ensure analytical insights are provided into performance of systems and business processes. It can be used to load data from Microsoft Dynamics, office 365, google drive to ensure various hierarchies, tables and codes are automatically discovered by Board. It provides holistic view of all visualization including charts, graphs, tables, timelines and spark lines for all metrics.
Score 9 out of 10
Vetted Review
Verified User
I got to use this Board as a consultant with a company. The UI for Board is really well done, and configuration is not too complicated if you are used to system configurations. You can quickly analyze types of files and get useful reports out of this. We helped implement this for the technology teams at an energy client, helping us get a clearer image on budget and spend. Overall, I would use this product again and recommend this to other customers. I found it more intuitive than other systems where you would have to manually create these reports with consultants.
  • Reporting
  • Analytics
  • Data Management
  • Integration
  • Better Demos for Self Learning Online
I think this is a great platform that can supplement other enterprise platforms your company has. Board's strength is definitely in it's easy to use analytical capabilities, we found it's strength in users being able to adapt it quickly.
Score 10 out of 10
Vetted Review
Verified User
The tool has been enormously used to maximize key functionalities by the Sales and Human Resource team to automate sales processes mostly involving Salesforce application working on both Hiring and Compensation team to balance the talent team with the right package to be provided at the same time sticking with company's compensation mantras and helping the Recruiting partners and other 3P employees to not worry about sales quotas. We were able to reduce our dependency on compensation planning as the tool does analytics and drive output on without losing the right candidates.
  • Automation of operations
  • Integration with third part applications such as Salesforce
  • Dashboard analytics and storage of critical data
  • Easy and intuitive to use application
  • Requires extensive technical knowledge to use the application
  • Integration may go wrong sometimes
  • Not a mature product
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.
Score 9 out of 10
Vetted Review
Verified User
Board is used in many aspects of our organization. We are a higher education-based company and we use Board for learning, data management, student feedback, processes, and financial reporting process.
  • 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 is best suited for business intelligence and decision-making process and also for creating management reports.
Score 9 out of 10
Vetted Review
Verified User
We were in need of a reliable reporting tool that had to process and analyze how our services were performing among our clients. We needed it to be intelligent enough in terms of forecasting so that we were able to make better budgeting decisions and plan finances. We hired a financial consultant, and he had suggested going with Board, and when we did, it changed our game completely. Ever since, we have been able to better manage and monitor our budgets, cash flow, etc. The analysis and self-service reporting capabilities that Board provides have been a game-changer in helping us optimize our financial planning.
  • The user interface is intuitive and easy to navigate
  • You don't need programming knowledge to create dashboards which is a great flex for non-technical users
  • You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly
  • The financial forecasting that Board provides post-analysis is truly reliable
  • The support turn-around time for critical issues could be improved a bit. We had to wait a few days for a couple of critical issues to be solved.
  • The cost is a little bit on the higher end of the spectrum. This could be a deal-breaker for startups and small companies.
  • Apart from a few minor issues, there isn't much to dislike about Board. It's a reliable platform that does the job of enabling better decision-making.
Well Suited: Most of the time, creating budgets and planning finances from an organization level can be messy and involve a lot of intense discussions. Board does the job well and behaves like a funnel that converts raw and complex data to beautiful, meaningful, and actionable reports. Ever since our purchase, it has been a major player in the growth of our business.

Less Appropriate: I really can't think of a situation where I would not recommend Board to a business that wants to thrive, but as I've mentioned in the dislikes, the cost is a bit high, and that could be a dealbreaker for startups and small companies.
Jason Terrick | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
One of the functions that Board has optimized within our management has been the expansion of our possibilities when performing data recovery as it's easy to visualize the information within the Board platform. For this reason, we are quite satisfied with our user experience as it has helped us to broaden our work horizons.
  • Board adapts quickly to the services that we integrate to our work, so being a software that we can manage through tools such as an API, with which we generally cover integrations with certain services, we get a better quality of work to make specific operations, for example, planning, although this is only with certain services, as it happens to be with Basecamp.
  • Board does not have a library that is useful for the administrative management of the work extensions we use, which keeps quite limited the ease with which we can interconnect the work with the work done in other planning services, and at the same time also limits the number of plugins we can use when working, so we emphasize that its ability to connect is very good, as discussed in the previous section, but only with some services.
Board is undoubtedly very good when it comes to carrying out the administration of dashboards where the information handled can be removed or attached to one or more extra files to extend the management. This leads to high-quality interactive reports which serve to make the work more dynamic and varied.
Score 8 out of 10
Vetted Review
Verified User
Board is a great BI tool that enables us in decision-making. It's easy to import raw data into the system to run analysis and generate effective reports. It also lets users build interactive dashboards based on the generated reports for better understanding to cater to business stakeholders and other non-technical users. It is easy to develop planning around the reports generated by this tool. It saves a lot of time and helps us in better decision-making.
  • Generating reports from multiple sources.
  • Creating interactive dashboards.
  • Planning
  • Automating regular task models.
  • Should deliver regular updates.
  • Needs 3D modelling implemented.
  • Faster report generation with bulk data.
Board excels at creating reports based on multiple resources. It's fast, secure, and reliable. It can also be automated based on existing models. It shines more in creating interactive dashboards, which helps to make understand our raw data to our product owners more easily. It needs to have more templates to choose from.
Roseli Ferreira | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Easy creation of any marketing content and the intelligent capabilities for the predictive data analytics production and easy collecting multiple data insights through other marketing platforms using Board integration functions is the best. Content management through Cloud services and easy real-time data analytics obtaining and even Board offers the best marketing functionalities through many marketing and social media platforms.
  • Marketing of multiple content.
  • Gathering the effective sales data insights.
  • Content migration and predictive data analytics are excellent.
  • Professional user is required to deeply configure the Board Cloud functionalities.
  • Importing multiple marketing content as a new user.
  • Deployment process takes time to complete.
The predictive analytics and marketing reports that Board helps generate are excellent and easy on sales data management and also sales pipeline management. We were able to gather multiple contents through the Board data sources connectors and the data visualization is effective. The Cloud performance with Board features is excellent on time management, and sales operations streamlining, and also the resource planning capability through Board functionalities is productive.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Board for budgeting and forecasting and also to create financial statements. Self-service Analytics, Planning, Forecasting, and Predictive Analytics. All of Board’s functionality is completely unified and shares the same metrics, data, and view of customers, products, and markets. It is a unique Decision-Making Platform that helps you achieve your goals and make a difference in your business.
  • Create meaningful graphs.
  • Presentation.
  • Analysis.
  • Backward support for version upgrades.
  • Training can be improved to explain the logic behind type of implementation.
  • Keep current licensing model.
It's an excellent tool for data presentation and intelligent data gathering. Board enables you to make better business decisions by driving digital transformation across your organization. Seamlessly link strategy, finance, and operations to eliminate data silos, provide complete visibility of performance, and deliver invaluable insights. In a single, user-friendly environment, Board unifies all your business data to create a single point of truth and provides everything you need to leverage it.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Board helps to make better judgments regarding negotiations and issues that arose within our organization. It covers all aspects, including management control and finance. In addition, the software provides simple solutions without the need for external assistance - it is a comprehensive system. The software is also notable for its predictive analysis, benchmarking, trend indicators, and profitability analysis capabilities.
  • 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.
Board has the ability to process large files of unstructured data from internal/external sources. It provides advanced and professional analytics which helps data manipulation in various ways to get different types of impactful reports. Board BI is easy to integrate with spreadsheets, ERP, and other programs. Board is excellent software and does what the software promises - the Database can be made less complicated for enhancing the user experience.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Board provides a unique user experience, where we can utilize next-gen forecasting and reporting solutions to make the best and most effective business decisions. Board provides its users a one-stop-shop for BI (Business Intelligence), BA (Business Analytics ) and overall Project Management. Budgeting and Forecasting are what Board excels in.
  • Dynamic Report Dashboard..
  • Business Simulations based on Predictive Analytics.
  • I am not really sure.
Board is fantastic when it comes to merging data from a legacy system and new Cloud-Based sources. Online analytical processing (OLAP) I would say is the best in Board. All these points can be fed into a single Processing Unit to generate common and unified Metadata with an accurately defined data hierarchy..
Audrey Pablo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Quantitative analytics easy production and very powerful data visualization tools provided by the Board. Getting started with Board features was an easy process [that] took a very short time and within no time I was able to process various business operation[s] through the Board functionalities. Board allows us to easily manage our business data across the Cloud services.
  • Easy budgeting on Board capabilities.
  • Account access control is well managed through Board.
  • Quality data management services via Cloud services.
  • Deep manipulation of Board tools is very tricky.
  • Full Board configuration may required a full experienced Engineer.
  • Data transfer across different websites.
Board was [a] very easy platform for the sales reporting and coordination for the other marketing teams from various places. The drop and drag buttons are very reliable and [have] time management capabilities which allow quick production of content management services on Cloud services and easy transferring multiple data through Board secure channels.
December 13, 2021

Board Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Board ERP solution across the organization. It is used by Directors and Senior Management for top-level information for decision making. We have information held in various systems from the accounting system, and 3 POS systems. We needed some way of consolidating financial and product information. Board allowed us to do this.
  • It allows us to combine different data sources in one place.
  • We can set various access levels so users can see only what we want them too.
  • Allows us to build different screens and dashboards for different departments
  • Some functions are not so intuitive, such as the use of formulas.
Board is good for rolling out screens and dashboards to a wide audience.
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