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BOARD BI & CPM TOOL
Updated March 05, 2020

BOARD BI & CPM TOOL

Gaurav Suri | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

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.
  • 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
  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.

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
6.3
Pixel Perfect reports
6
Customizable dashboards
7
Report Formatting Templates
6
6.7
Drill-down analysis
7
Formatting capabilities
6
Report sharing and collaboration
7
5.8
Publish to Web
8
Publish to PDF
5
Report Versioning
5
Report Delivery Scheduling
5
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
5.0
Responsive Design for Web Access
5
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

Using Board

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.

Evaluating Board and Competitors

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.

Board Implementation

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.
  • Implemented in-house
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

Board Training

  • 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.

Board Support

Overall support from BOARD has been great so far. New version rollout or usual technical assistance board support team has been swift and helpful.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Support cares about my success
Quick Initial Response
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
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.

Using Board

  • Faster reporting, analysis or planning.
  • More accurate reporting, analysis or planning.
  • Better business decisions.
  • Improved data quality.
  • Improved operational efficiency.
ProsCons
Like to use
Easy to use
Technical support not required
Well integrated
Quick to learn
Convenient
Feel confident using
Familiar
None
  • ETL
  • Dashboard
  • procedures
  • workflows
Yes - We haven't been using its mobile capabilities