An Affordable solutions with many possibilities
April 16, 2019

An Affordable solutions with many possibilities

William Riggs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with BOARD

We brought this into the utility department to help managers and the director in making management decisions. We have provided instant access to reports and data that they need to manage their job and staff. We have expanded the software to use for budgeting and forecasting and have plans to expand to other uses and areas in the department.

The city has just purchased BOARD to start using in the budgeting process for the city. They also have plans to expand to help provide reports to other departments and City Council.
  • Financial Reports: In the past it would take us about 1 1/2 days to prepare manager financial reports and then several hours to provide the detail as needed. These reports were only issued monthly. Currently staff have the ability to run financials any time they need them and then drill down to see the detail of the expenses. This has freed up around two days of work for financial staff.
  • Budget forecasts and projections. We have the ability to pull financial reports for several years to review the expenditures and revenues. This has aided in better projections and forecasts and we can then monitor budget to actual during the year. In the past this was done by downloading data by year to excel spreadsheets.
  • We have limited staff and training has been very limited. During the time of installation the City was going through financial troubles and many of the training times were cancelled due to mandated meetings and training. Better user manuals would be helpful
  • We have found great savings in time. Also we have better decision making abilities with updated data
When looking for a BI platform we evaluated several different vendors. BOARD was originally selected as best value. What we have found is an amazing software with so many possibilities. We have only scratched the surface of what it can do.
Budgeting, financial reporting, forecasts and KPI.

Board Feature Ratings

Long-term financial planning
10
Financial budgeting
9
Forecasting
10
Scenario modeling
9
Management reporting
9
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
10
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
Personalized dashboards
10
Color-coded scorecards
10
KPIs
9
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
10
Excel data integration
9
Direct links to 3rd-party data sources
10
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Drill-down analysis
10
Formatting capabilities
6
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated