BOARD Features

BOARD

The #1 decision-making platform

4.51/5 (113 reviews)

BOARD Feature Summary

  • Ad hoc Analysis
  • Ad hoc Reporting
  • Balanced Scorecards
  • Budgeting, planning & forecasting
  • Business Analysis
  • Business intelligence
  • CPM
  • Configurable Workflow
  • Customizable Reporting
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Demand Forecasting
  • Demand Planning
  • Drag & Drop Interface
  • FP&A
  • Financial consolidation
  • Machine learning forecasting
  • Performance management
  • Planning Tools
  • Predictive analytics
  • Profitability analysis
  • Reporting & analysis
  • Scorecarding
  • Self-service analytics
  • Simulation models
  • Strategy management
  • Trend analysis
  • workflow management

BOARD Features In Depth

Planning Processes

BOARD helps businesses combine their planning processes with budgets, forecasts, reports, and scorecards. Using workflows, security, audit trails, and versioning mechanisms, organizations are able to increase the control and efficiency of the planning process.

Click onto the Sales Plan Console to get a better view of where your company is at. You can used advanced tools like “what-if analysis” and “goal seeking” to manage various scenarios. With the automatic allocation of changes, you can modify data at all levels of aggregation and distribute those changes automatically.

Predictive Analytics

Predictive analytics tools enable organizations to simulate various future scenarios and then make important decisions based on what they uncover. Businesses that use BOARD’s predictive analytics tools should be better able to make predictions and plan for the future.

When you use BOARD’s self-service platform, you’re capable of embedding predictive analytics into your decision making process. BOARD’s Enterprise Analytics Modeling is a module that integrates advanced and predictive analytics, allowing you to uncover deeper insights about the sustainability of your business.

Reporting

Using BOARD, professionals can generate virtually any type of corporate report, with both ad hoc and managed reporting tools. This includes everything from basic spreadsheets, all the way to detailed booklets with three-dimensional graphs and generation animations. Generating these reports is something that any user can do with just a few clicks.

BOARD’s business intelligence reporting tools combine traditional reporting functions with Performance Management application tools, making it possible for you to make decisions based on a single, collaborative information base. Your account can be setup to allow for an unlimited number of report authors and consumers, and completed reports can be exported in multiple formats.

Self-Service Analysis

BOARD offers self-service drag-and-drop analysis. An intuitive user interface enables users to quickly generate their own reports and analyses without needing any help from an external IT developer. Users can also adjust their own layouts with the same drag-and-drop tools.

In order to build your own reports and analyses, you’ll need to click from your interactive dashboard to the main control console. The control console is where you’ll make administrative changes to your account. Once you’ve opened a screen containing a dataview, you’ll want to enter the “edit” mode to start adjusting the layout of your data.

Competitor Feature Comparison

"What If" Scenarios
Access Controls/Permissions
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts / Escalation
Asset Management
Audit Management
Audit Trail
Authentication
Benchmarking
Budgeting/Forecasting
Cash Management
Charting
Configurable Workflow
Consolidation/Roll-Up
Cost Analysis
Currency Conversion
Customizable Dashboard
Customizable Reports
Customization
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Demand Forecasting
Drag & Drop
Event Triggered Actions
Financial Analysis
Financial Management
Financial Reporting
Forecasting
General Ledger
Geographic Maps
Goal Setting / Tracking
HTML5 Technology
Heatmaps
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Mobile Alerts
Monitoring
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Language
OLAP
Offline Access
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Profitability Analysis
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Rules-Based Workflow
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Security Auditing
Strategic Planning
Supply Chain Management
Trend / Problem Indicators
Trend Analysis
Version Control
Visual Analytics
Widgets
Workflow Management
Learn moreCompare App
"What If" Scenarios
Access Controls/Permissions
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts / Escalation
Asset Management
Audit Management
Audit Trail
Authentication
Benchmarking
Budgeting/Forecasting
Cash Management
Charting
Configurable Workflow
Consolidation/Roll-Up
Cost Analysis
Currency Conversion
Customizable Dashboard
Customizable Reports
Customization
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Demand Forecasting
Drag & Drop
Event Triggered Actions
Financial Analysis
Financial Management
Financial Reporting
Forecasting
General Ledger
Geographic Maps
Goal Setting / Tracking
HTML5 Technology
Heatmaps
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Mobile Alerts
Monitoring
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Language
OLAP
Offline Access
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Profitability Analysis
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Rules-Based Workflow
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Security Auditing
Strategic Planning
Supply Chain Management
Trend / Problem Indicators
Trend Analysis
Version Control
Visual Analytics
Widgets
Workflow Management
Learn moreCompare App
"What If" Scenarios
Access Controls/Permissions
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts / Escalation
Asset Management
Audit Management
Audit Trail
Authentication
Benchmarking
Budgeting/Forecasting
Cash Management
Charting
Configurable Workflow
Consolidation/Roll-Up
Cost Analysis
Currency Conversion
Customizable Dashboard
Customizable Reports
Customization
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Demand Forecasting
Drag & Drop
Event Triggered Actions
Financial Analysis
Financial Management
Financial Reporting
Forecasting
General Ledger
Geographic Maps
Goal Setting / Tracking
HTML5 Technology
Heatmaps
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Mobile Alerts
Monitoring
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Language
OLAP
Offline Access
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Profitability Analysis
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Rules-Based Workflow
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Security Auditing
Strategic Planning
Supply Chain Management
Trend / Problem Indicators
Trend Analysis
Version Control
Visual Analytics
Widgets
Workflow Management
Learn moreCompare App

Mobile apps

iOS App


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Requires iOS 8.0 or later. Compatible with iPad.

BOARD Feature Reviews

25 reviewers had the following to say about BOARD's features:

Kim P.

Our clients use BOARD for Forecasting and Financial Reporting

2015-12-02

Pros

The combination of Performance Management and BI in the one tool makes BOARD very flexible and our clients use it for many application.

Cons

Not a lot, if anything it is not as easy to get data in for quick ad-hoc reports but that is going to be fixed in BOARD 10.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering BOARD

Make sure you consider Data Integration and data entry capability. A great dashboard with inaccurate data is not that great and reports without simple things like comments can be hard to understand.

Source: Software Advice
Helpful?   Yes   No
Read more
Nikki S.

Best all in one BI tool ever created

2019-02-13

Quick data analysis tools for reporting and forecasting, easy to use.

Pros

User friendly interface, fast report creating capabilities, amazing ease of use, all in one tool and so far the best forecasting and budgeting tools I have seen.

Cons

There aren't enough data filtering options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Alejandro L.

We have used the cloud service for more than a year for our main report activity.

2017-12-21

Easy reporting, fast implementation, easy to expand, easy to manage.

Pros

User friendly, fast learning curve, drill down capacity to analyze the data, lots of connector with almost any data source.

Cons

The lack of online training, and the need of some users to change their mind and get used to the interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cory L.

Business Analytics at your fingertips

2019-08-06

Pros

Understanding what your data means to your organization is key to knowing where you coming from and where you are going.

Cons

As anything, especially biz analytics it takes time to get the info in so that the tool can do what it is designed to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Brendan J.

A cost effective way of reporting data from SAP and many other sources

2015-02-26

Pros

It improved performance with access to real time feeds of data from SAP on demand and reduced times to build and run reports.

Cons

Since we implemented the BOARD product, we have seen a quantum improvement in the speed and flexibility of our reporting.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering BOARD

Understand your business requirements. Get vendors to demo with your real data and pilot some reports. Ask them how they differentiate themselves from their competitors, understand the licensing model, and ensure onshore support is available. For us BOARD could actually demo the SAP integration via the BOARD SAP Connector, which can run existing SAP queries, ABAPs and SAP data sources.

Source: Software Advice
Helpful?   Yes   No
Read more
Rahul J.

One of the best BI tool in market

2018-11-19

The tool uses a multi dimensional functionality which helps retrieve the data faster for reports and forms, which increases the performance .

Pros

Efficient in reporting, dash-boarding and planning/budgeting.

Cons

Only disadvantage I found about this tool is it can be installed on Windows only.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Janos F.

User-friendly tool with good capabilities

2015-12-04

Pros

Good performance on processing data/serving up reports, user-friendly interface, does not require programming knowledge, just a good understanding of the data and relationships, easy to find inconsistencies in data (if any).

Cons

There hasn't been any major issue with the product or the vendor so far.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering BOARD

Data quality is critical. Also provide values for all the records as BOARD does not work well with "null" values.

Source: Software Advice
Helpful?   Yes   No
Read more
Max P.

Board has helped us trim time off our monthly close process and engage more with stakeholders

2017-12-20

Faster reporting with more flexibility, more reports, more engagement from stakeholders due to increased communication around pertinent and timely information.

Pros

Board is great at merging useful data from multiple outside sources including Accounting software, Payroll, time and attendance, and even scheduling software.

Cons

With every flexible system there is a degree of maintenance and Board is no stranger to that maintenance. Unless you keep up with it, it can become overwhelming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Julien F.

powerful easy-to-use solution for simple reports. When it's a bit more complicated, training needed

2018-01-12

Pros

Easy management of the security profil Possibility to import datas from different souces

Cons

Initial creation of all cubes and entities is a little bit difficult for non initiated person. A formation is needed

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Berkeley C.

Many more house of the week on hand now to use it more productively sense we got this software

2018-04-25

Pros

The drag and drop ability to build complex dashboards, charts and reports makes it easy for any staff members to analyze data.

Cons

Error messages can be pretty vague at times, requiring additional effort to determine the actual source of the problem at hand.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Francesco D.

Verified Reviewer

#1 BI & CPM Tool

2016-06-28

I am defentively acknowledged that Board MIT is the best tool outhere: unique platform (IT skill huge savings), easy to use (fast adoption across the departments), fully functional on dashboarding, reporting, analisys, analytics, what-if and what-for scenarios (save tons of money and time).

Pros

Easy to use, complete, scalable, desireable for business orchestration.

Cons

The platform in itself is an instrument. To gather the best out of your investment you have to run a proper partner selection. Software Houses add lower value respect to business oriented consultants

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering BOARD

It's the first must have tool for data & knowledge driven C-Levels looking after outreaching their business goals.

Source: GetApp
Helpful?   Yes   No
Read more
Ole H.

Deviation Analysis and Budget Planning with Board - worldwide

2015-04-10

Pros

- The aggregated data allows ad hoc evaluations according to defined criteria across different data sources

Cons

- Data quality is only as good as they are maintained in the source systems (obviously)

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering BOARD

- Upfront a clear picture of what the objective and focus of the tool shall be in the final outcome. - A concept with a defined reporting agenda. - A good integration into the root source systems is a must.

Source: Software Advice
Helpful?   Yes   No
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Barbara M.

Very good product, easy to use and to implement, with great functionalities useful for business

2018-01-05

I made the user independent in its own job for control and planning and gave to the management the visibility of the trend of business with simple dashboards

Pros

It was easy and fast to create a lot of dashboard and reports with a very large amount of data so that final users can do analysis of the business in few time.

Cons

There's only one thing I have noticed: in a dashboard containing a summary table it's not possible to place the sum of the columns in the first row but only at the end and this is not helpful in case of a large number of rows.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Zoe L.

Excellent all in one platform

2019-10-07

We facilitate the decision process to executives thru the analysis of their data and the development and deployment of Business Intelligence solutions. we also help them monitor their performances and analyze their customers behaviours with clustering and machine learning algorithms.

Pros

I used board during one of my mission and was amazed by all it's features, i liked best : - The fact that it is all in one - The predictive analysis - Analysis and planification on same platfrom - All-in-one Tool - Processing speed - Responsive technology - The possibility to use excel like formulas

Cons

The UI could be better, also needs a good internet speed else it can lag from time to time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Luca S.

quick and easy to implement

2020-07-30

Easy to learn to use, quick to create reports with graphs and useful objects to represent information, fast and stable

Pros

easy to set up database, easy to draw reports, perfect connections with Oracle, db2, Microsoft SQL.good performance both with client version and with web.

Cons

toolkit logic never allows you to use code that would make small changes faster, they can improve some objects like cockpits

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tim B.

Impressive features and functionality but requires much configuration

2017-03-17

Pros

Excited to see how well it integrates with all of our various data sources

Cons

With the complexity that comes with so many features and functionality it will require time to acquire skills necessary to become proficient

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Gabriel M.

BOARD is our reporting for company figures and our budgeting workflows. Using since 2010.

2017-12-21

Company budget that includes workflows and complex allocation and distribution of cost is possible with this software as well new reporting capabilities helps to receive tuned information.

Pros

From version 10 Predictive tool has been included as well functions inline per column calculation.

Cons

Sometimes dataentry si too estrict. Predictive tool called BEAM licence is too high.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Yatish M.

Very intuitive and responsive

2017-08-18

Good to have.

Pros

Good response time to refresh data 2. Ease to use by business people 3.

Cons

Not sure how the data security of the organization's will be taken care by this tool and underlying dashboards.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
James L.

Board Partner and User

2015-03-02

Pros

These capabilities included: 1) the product must be easy to setup and configure and not require lengthy project implementation timelines; 2) the product must be able to empower the end users to create dynamic visualizations to support the needs of their business; 3) support for the analytics must not require an army of developers or technical personnel to maintain the application Many of our customers are mid-market companies that can't afford large expensive reporting solutions, but still require the quality and usability factors that users get from the more expensive off the shelf products.

Cons

There is some redundancy in the product, which at times can and will require users to have to repeat a formula on multiple reports instead of making the change once and all the reports get updated.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering BOARD

My biggest recommendation for any company looking into BI solutions is to first figure out what it is you are trying to accomplish. Set some goals and objectives, and document your pain points. From their you can build a list of capabilities that will address the needs of the company. Once this is complete, work with different vendors to evaluate each of the tools against the needs of the organization. Creating a scoring system with weighted averages is always recommended as some capabilities are more important than others. At the end, when you are through, compare the scoring you should have a conclusion that will support a direction for your company. Our evaluation of products included 14 vendors, and we spent three months going through this process prior to selecting Board. 14 vendors is a lot to look at, and some companies will want to keep the list to a smaller number say around 4 to 6. I would also recommend reviewing some of the materials from research companies like Gartner and Forrester. They have done some analysis based on specified capabilities, and can provide additional insight into your review.

Source: Software Advice
Helpful?   Yes   No
Read more
Lionel L.

We have chosen Board 7 months ago, after pitching Board, Tagetik, Adaptive Insights and IBM

2018-01-08

we managed to produce our reporting more quickly, we have improved the quality of our planning and we will now dedicated new developments to increase our productivity

Pros

We appreciate the quality of the integration team and their understanding of our issues.

Cons

Some dashboards could be more user friendly, even if the web access is more user friendly than the standard version

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
William R.

Robust software with a lot of potential

2017-03-20

Pros

Can link to multiple databases to extract data and making the data usable for management.

Cons

Better manuals would allow users to build more functionality in shorter time with less frustration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
David L.

Very quick reporting!

2015-02-25

Pros

Once the data is in BOARD, it's really amazing how quickly one can turn out a new report.

Cons

There may be some room for improvement with allowing a user to set and hold some specific settings (e.g. - date ranges, categories, etc.)

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering BOARD

Our parent company already had Board, so we did not really do any kind of evaluation. We had only looked at one other BI solution, and it was very expensive compared to Board.

Source: Software Advice
Helpful?   Yes   No
Read more
Robert R.

Excellent solution for analytics and BI/CPM solutions

2015-05-29

We have used Board since 1997 and found it to be an outstanding solution that allows a real focus on the value of insight and analytics, as opposed to more traditional flat enterprise type reporting.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Marc D.

Glad having this excellent software

2018-09-12

We are very glad, having this excellent software as our reporting tool.

Pros

Different sources as base; easy to implement tailored reports for every different kind of user; communication between users within BOARD; having reports as favourites (presentation); easy to use/ navigate available in web browser

Cons

It doesn't work offline properly print outs are not that nice (unfortunately neccessary) export to Excel as flat table not possible from web browser

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Brian Z.

Board is a fantastic product

2017-03-28

Pros

Ease of set-up and use Very quickly can create dashboards and reports Integrates with excel seamlessly Regular updates each year to expand capability

Cons

Nothing of note; support is excellent; on-site consultant were very knowledgeable; integrated very easily with our databases

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more