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BOARD - CPM&BI in a unique customizable platform
Updated March 03, 2020

BOARD - CPM&BI in a unique customizable platform

Pietro Di Cino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

BOARD is the unique platform for sales, cost and investment monitoring and planning. It solve the problem to unify various platform and to centralize the data management into controlling department. It is used as CPM and BI, in terms of CPM we speed up the processes of budget, forecast and 3-years plan in the 3 dimensions (economic-patrimonial-financial). The best enforcement is made by the split & splat logic and by the possibility to plan by scenarios.
  • Data visualization and data entry one single screen.
  • Split & splat data entry with hierarchical logic.
  • Lots of data retrieved from different sources in little time.
  • Workflow easy and robust in terms of confirmation and monitoring.
  • Data security - i.e. As of today is not possible to define "only read" a portion of a cube.
  • Definition of password by the end-user for restricted access to some screen or execute some procedures.
  • Self-retrieval of data from different database (as of now it is mandatory to extract cube from database 1 and re-load to database 2).
  • Less time to retrieve data and means more time to analyze it.
  • Standardization of report means much more time to make comments.
  • Many planning environments allows more attention to planning.
We used Talentia for 2 years for yearly budget and forecast but is not possible to make drillable reports, it is not possible to plan in split & splat mode, it is not possible to retrieve data in a fast way as BOARD assure, it is not possible to modelize by scenarios and, above all, without a consultant is not possible to be independent in terms of maintenance and development.
WELL SUITED: Complex planning with multiple users, data retrieved in short time, modelization with multiple scenarios. Dashboard and data presentation in a fast and really really "fashionable" way!
LESS APPROPRIATE: Board is a CPM-BI platform, not an ERP or a file-repository. When BOARD has been implemented, a common error is that we want to do all company activities into BOARD. This is a wrong choice!

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
9.0
Pixel Perfect reports
8
Customizable dashboards
10
Report Formatting Templates
9
9.0
Drill-down analysis
10
Formatting capabilities
8
Integration with R or other statistical packages
8
Report sharing and collaboration
10
7.8
Publish to Web
8
Publish to PDF
6
Report Versioning
7
Report Delivery Scheduling
10
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
8.0
Responsive Design for Web Access
9
Dashboard / Report / Visualization Interactivity on Mobile
7

Using Board

150 - various:
sales;
marketing;
supply chain;
operations;
CEO;
AFC;
HR.
5 - 2 IT employee with informatic degree;
3 controller with economic degree
  • sales
  • AFC
  • supply chain
  • nohing to say
  • integration with WMS
  • Integration with SUCCESS FACTOR (SAP)
Board run very well in my organization and in the future I hope we can stop development and we use data for improving decision processes

Evaluating Board and Competitors

Yes - TALENTIA and COGNOS BI
we replace these 2 products because they can not be managed in a fast and internal way and they are not able to retrieve data from different sources.
  • Product Usability
  • Existing Relationship with the Vendor
we need a product that can easily show data and allow users to make dataentry in the same platform.
no, because the vendor assit us in a long-run relationship