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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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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

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

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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

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
March 05, 2020

BOARD BI & CPM TOOL

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

Board goes further

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