Powerful but challenging
September 12, 2018

Powerful but challenging

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with BOARD

We purchased BOARD with an immediate need to have a system for budgeting and forecasting with hopes of expanding its use into other areas of the business. BOARD helped us improve our budgeting and forecasting builds.

Pros

  • The drag and drop reporting capability is great.
  • The database structure is flexible and easy to understand.

Cons

  • Training, training, training. They need ongoing user training available for all functions of the software. User manual is good but not enough.
  • Availability of consultants. They seem to be understaffed, and when you need to have some work done, you may need to wait.
  • As our prior method for budgets and forecasting was in Excel, we had no where to go but up.
Well suited for standard reporting and analytics. They struggle somewhat when you do not follow the norm.

Board Feature Ratings

Budgeting, Planning, and Forecasting ()
Not Rated
Consolidation and Close ()
Not Rated
Financial Reporting and Compliance ()
Not Rated
Analytics and Reporting ()
Not Rated
Integration ()
Not Rated
7.0
Customizable dashboards
7
6.0
Drill-down analysis
5
Formatting capabilities
5
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
8
7.3
Publish to Web
8
Publish to PDF
8
Report Versioning
7
Report Delivery Scheduling
6
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
6.0
Responsive Design for Web Access
6
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
6

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