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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 …
Continue reading

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 …
Continue reading
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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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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

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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

(1-25 of 100)
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Ellen Caroline Murphy Dixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Board is being used as a tool for control, reporting, and planning in the finance and accounting department to improve all of our planning. Board is a tool that manages to improve our workflow with robust data monitoring. The reports are very intuitive and easy to read, which facilitates our performance.
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.
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
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.

January 25, 2023

Board detailed review.

Score 6 out of 10
Vetted Review
Verified User
Board is a really functional online forum to have any kind of discussion and threads, which is pretty organized. You get to meet people who are experts in their fields to share their knowledge. The learning section is also really good, with multiple-level plans to ease the learning curve required to gain confidence on Board.
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.
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.


Shahbaz Hussain Khan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Board is a highly unique, effective tool regarding setup and implementation because we can configure a database from scratch easily, and by conducting predictive analysis on our database, we improve results in our organization. Board, as a business intelligence tool, helps our organization to predict problems before they happen by providing faster analysis and intuitive dashboards. In this way, Board helps our organization with data-driven business decisions making.
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.
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.
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.
Score 7 out of 10
Vetted Review
Verified User
Board is a great BI solution that help us in many situation like monitor, plan and summarize financial or economic view of a enterprise.<br>He is very powerfull because we can create some workflow to automate somes tasks.
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.
August 19, 2022

Board is just GREAT!

Christos Socratous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Board helps us look at all of the data and make better and more informed business decisions regarding our company's future. It allows us to consolidate in record time between all of our departments. That's the most important of this software if you ask me. Engineering, Marketing, and Finance all come together.
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.
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.
Score 10 out of 10
Vetted Review
Verified User
Board helped our organization to monitor the performance of our company. It helped us to create the required workflows that are needed for the satisfaction of the customers. It creates a great field for planning and analysis of performance management. We were able to track the budget and finances with Board. It gave us all the useful reports to maintain control of the organization.
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.
Score 8 out of 10
Vetted Review
Verified User
As part of central Cloud Business Office(CBO), I handle FinOps and responsible for evangelising about public cloud optimisation to Engineering groups. We use Board as BI platform to aggregate cost data from all the major cloud providers (GCP, Azure, AWS) and then do cost review with different business units. This tool helps us optimize our public cloud spend. Creation of org level reports is very easy and it is being used heavily to do forecasting and budgeting for the IT spend.
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.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Board was used as we were searching for a platform to help my team and me analyze and forecast sales data to find the best avenue for investments. As a company that needs to fund hotels, I had to measure the variety of channels between bank loans, investment raising, and brand partnerships to see which was most feasible and yielded the best ROI.
Nabin Poudel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our software company has been using Board to make smart decisions driven by historical data analysis, simulation, and forecasting. It has helped us quickly develop roadmaps for our products, identify the key market, time for product lunch, and most effective marketing channels to be used. Board gives complete visibility of our financial aspects in real-time with customizable and interactive reports in a single dashboard. It has allowed us to plan the budget efficiently, and run simulations against provided benchmark data and market trends. Its cloud-based service can easily import big data sets and generate insightful visualizations in no time.
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.
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