Excellent BI Platform for visualising data from variety of Datasources.
October 28, 2022

Excellent BI Platform for visualising data from variety of Datasources.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

Fidelity being a Financial Services organization and Mutual Fund manufacturing and distribution company, uses Board for two prominent use cases: 1. Financial Statement Reporting for Regulatory Needs for Europe and UK Business 2. Used by the Quality Assurance team to track Quality metrics which can be drilled down to monitor the performance of any specific team/individual. Quality Team has its data coming in from various sources (like excel, Jira, etc.), which is visualized and used to obtain insights using Board.
  • Board can handle huge amounts of data. It provides the cloud database and Premise Database choice to the customers/users.
  • Easy connectivity/integration to a variety of data sources like Excel, CSV, Oracle, SQL, etc.
  • Variety of Reports and data visualisation capabilities.
  • Missing Inbuilt scheduler for tasks. Need to import tasks.
  • Should support multiple pricing models as per company size.
  • Security/Authentication process and structure is a bit complex to figure out.

Do you think Board delivers good value for the price?

Yes

Are you happy with Board's feature set?

Yes

Did Board live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Board go as expected?

I wasn't involved with the implementation phase

Would you buy Board again?

Yes

  • We had limited number of users with Board subscription so ROI needs were met.
  • We achieved Business Objectives for both Regulatory reporting and QA team dashboard/KPI needs.
  • We had a total of 8 dashboards and 3 different data sources connections with Board.
Suited for faster onboarding for a variety of teams who might be technical/non-technical if they are looking for a low volume of data from a limited no of data sources for visualization. Not Suited for completely non-technicals folks/teams who want to build reports from sophisticated databases.

Board Feature Ratings

Long-term financial planning
Not Rated
Financial budgeting
7
Forecasting
8
Scenario modeling
6
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
7
Detailed Audit Trails
7
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
6
XBRL support for regulatory filing
Not Rated
Personalized dashboards
8
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
8
Benchmarking with external data
8
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
8
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
9
Drill-down analysis
10
Formatting capabilities
8
Integration with R or other statistical packages
7
Report sharing and collaboration
10
Publish to Web
9
Publish to PDF
10
Report Versioning
8
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
9
Predictive Analytics
8
Multi-User Support (named login)
6
Role-Based Security Model
6
Multiple Access Permission Levels (Create, Read, Delete)
7
Single Sign-On (SSO)
7
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated