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Board OverviewUNIXBusinessApplication

Board is #1 ranked solution in top Financial Performance and Strategy Management tools, #1 ranked solution in top Sales Performance Management tools, #1 ranked solution in top Financial Close Software, #4 ranked solution in top Business Performance Management tools, #8 ranked solution in top Reporting Tools, and #13 ranked solution in top Business Intelligence Tools. IT Central Station users give Board an average rating of 10 out of 10. Board is most commonly compared to Microsoft BI:Board vs Microsoft BI. The top industry researching this solution are professionals from a computer software company, accounting for 37% of all views.
What is Board?

BOARD International - headquartered in Switzerland - is a leading global provider of software for improving business results through better decision making. By unifying Business Intelligence and Corporate Performance Management into a single product, BOARD enables companies to achieve a shared vision of their performance across the entire organization, and thus a single version of the truth.

BOARD provides seamless solutions for • Reporting & Analysis • Budgeting, Planning & Forecasting • Profitability Modelling & Optimization • Simulation & What-if-Analysis • Scorecarding & Strategy Management • Financial Consolidation. Based on visual modelling, BOARD has enabled global companies to deploy BI and CPM applications without a single line of code in a fraction of the time and cost associated with traditional solutions.

Buyer's Guide

Download the Business Intelligence (BI) Tools Buyer's Guide including reviews and more. Updated: November 2021

Board Customers

Coca-Cola, Puma, Desigual, Ricoh, KPMG, H&M, Groupe SEB

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Pricing Advice

What users are saying about Board pricing:
  • "It is not the cheapest product on earth, but you get so much. It provides good value for money."

Board Reviews

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Sumanth NR
Senior Software Engineer at Simbus Technologies
Real User
Top 20Leaderboard
Integration with SAP has helped with process optimization, with all data and reports in one place

Pros and Cons

  • "The most valuable features are the reporting and the charts. The reporting functionality is handy for aggregation, when it comes to planning. That ability is fascinating and our users are very happy with it. The charts and the reporting allow our users to see all the data and to see how things are going this year or in the COVID situation. They're seeing everything. Instead of having to check data line by line, they're seeing it in a graph and they're seeing it in charts."
  • "Some of our users are still using an MS Office add-in for Excel for certain calculations, and when they export from Board, some of the values, some of the totals and column names, are not coming through into Excel."

What is our primary use case?

We use it for retail budgeting and assortment planning. Our company is mainly focusing on fashion retail. And we are also now focusing on vendor forecasting to provide predictive analyses.

We are a Board partner in India. One of our clients is Bestseller, a fashion retailer. We are doing projects for them on retail budgeting and planning. We recently completed their assortment planning project and we have had good feedback.

How has it helped my organization?

The integration with SAP has helped with process optimization. Before, users were using Excel for planning. First they had to go to SAP, extract the data, and plan everything in Excel. Then, for reporting, they were using another tool where they would have to select the reports and send them to senior managers. But now, SAP is integrated with Board, so they get the data in Board, they do the planning in Board, and all the reports are in Board. There is no need to send reports via email to senior managers. And once the reports are approved, everything goes through automatically. It has made things easy for them. It has cut many steps from their activities.

Using Board has reduced costs for our clients because they would have to get an SAP license for each of their users. There is only one license for the Board SAP integration. So users can just use the Board license and cut down on licenses for SAP. And because they were using an additional reporting tool, that has also been cut down. They have even been able to cut down on Office, because there is no more Excel. Everything is in Board.

What is most valuable?

The most valuable features are the reporting and the charts. The reporting functionality is handy for aggregation, when it comes to planning. That ability is fascinating and our users are very happy with it. The charts and the reporting allow our users to see all the data and to see how things are going this year or in the COVID situation. They're seeing everything. Instead of having to check data line by line, they're seeing it in a graph and they're seeing it in charts. The reports are very useful here when it comes to aggregation. They want to see things at the regional or store level, or on the complete city level.

The forecasting is happening and the reports are sent to senior levels, like the CEO and managers. It's one solution, so that users don't have to go to other software to see any of their data. All the data is in one system, making it a one-stop system and solution for end-to-end planning. There is no need for a multiple software solution. The data, reports, and planning are there in Board, so there is no need to go to SAP or any other third-party ERP system. That's because Board is integrated with all the ERP solutions. Users are able to keep on using Board, making the planning seamless, with no need to go here and there.

What needs improvement?

We're using version 10.6 and small things are improved in 10.7 and even more in Board 11. Board 11 is much better. 

There is room for improvement when it comes to how users see the data. Most clients are comfortable with MS Office and Excel. Something like 70 percent of Board, when it comes to data entry, is like Excel, where they can use Tab or formulas, etc. But if they want to freeze data—imagine the data contains 20 columns or 30 columns—they need to scroll. The freezing option is there, but it is not in the control of users. It is in the control of our technical team. We need to configure it and freeze it, but the end-user can't freeze the data view to a particular column. That option is there in Excel, where they can freeze things and scroll and see what the values are. So most users are asking for the option to be able to freeze things. 

Also, some of our users are still using an MS Office add-in for Excel for certain calculations, and when they export from Board, some of the values, some of the totals and column names, are not coming through into Excel.

In addition, when it comes to speed and memory, we recommend our users use an 8 GB RAM machine. When loading certain large quantities of data, it is taking 4 to 5 GB of memory. We're still analyzing this but we have raised a ticket to find out why it's taking up so much memory.

Finally, it should be very friendly. The UI should be more attractive.

For how long have I used the solution?

I have been working with Board for the past year. It has been very good learning Board as a powerful BI tool. Our team has made good progress. We recently finished the Board certification, so all of our team got the Practitioner certificate. We are looking toward the consultant certificate, which we are scheduled for in the next month.

What do I think about the stability of the solution?

As I mentioned elsewhere, sometimes users are finding that the memory use is high.

Stability-wise, there are no issues. 

We do get some error messages in the client, messages that we have raised tickets about with their support team. They are just a warning, they are not corrupting, but they give end-users the wrong impression. We have started correcting those. Apart from that, there are no stability or performance issues.

What do I think about the scalability of the solution?

It's scalable because anything can be built with Board when you build it from scratch.

We have a very small team. We have around 15 licenses. Around five to six people are developing complete solutions for our customers. On the customer side, we have 150 licenses in the Board production environment.

How are customer service and technical support?

Board's technical support is very good.

Which solution did I use previously and why did I switch?

Our clients started with Board. They didn't replace any solution, other than Excel.

How was the initial setup?

The initial setup is very simple, whether it's the installation of Board, license management, user installation, Windows installations, or if you want a cloud installation. Even the cloud administration console and the web server installation and the MS Office add-on installation are very simple. There are no problems involved with installation of Board.

For one server it did not take more than two to three hours and it was only me involved in the setup.

For deployment I use the Board Transporter tool. We have three environments: development, QA, and production. We're following Agile methodology. We first deploy it in our IT environment, then QA, then production. Transporter makes things very simple. However, I'm not sure that the Transporter tool will work on Windows clients. For Windows clients the Transporter 10.6 version was very problematic. Then we installed a web server. When our client was installed we then logged in to the client and there was the Transporter package and we started using that.

What other advice do I have?

Go with the latest version. Even my customers should have done so. If you're a new customer going with Board, go with the latest cloud version, always. The latest version is always best and it will solve most of the issues.

If our customers are happy, we are happy. If Board is making things simpler for our users, we'll be getting more licenses and we can suggest that users use more features of Board. It is making life and their work simpler. That is very good and that is the main objective for us.

Which deployment model are you using for this solution?

On-premises
Disclosure: IT Central Station contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner
Chang Geng
Junior Consultant at a tech services company with 10,001+ employees
Consultant
Top 20Leaderboard
Helped to integrate planning processes across our customer's organizations

Pros and Cons

  • "By using Board we can do a lot of free analysis. We can change the layout of a table and even the end-user can change the layout of a table. And in Board 11.2 you can save the layout. That's very useful for the customer, it's a very good function."
  • "What could be better is the manual... nowadays, most people use a web client, but on the Board manual website, a lot of the information is only about the Windows client. If they could update that, it would be helpful."

What is our primary use case?

Our end user is a chemical industry company, and they did a lot of reports in Excel. We use Board to create reports automatically, instead of with Excel.

How has it helped my organization?

Before we used Board for our customer, they would share the same Excel sheets each in different departments. It was highly inefficient. They needed to wait until other people finished their parts. And it was not easy to catch the newest information in the Excel sheets. After we provided Board to the customer, they were able to put all their planning information in Board and get the newest information from it.

In addition, it has helped to integrate planning processes across our customer's organizations. For example, people from accounting, HR, and production are able to check other departments' information. While it hasn't improved the accuracy of the planning information, as the ERP system is quite accurate, the fact that we can let people from different departments check the information quickly helps them see accurate data.

It also provides us with faster access to information than we had before.

What is most valuable?

By using Board we can do a lot of free analysis. We can change the layout of a table and even the end-user can change the layout of a table. And in Board 11.2 you can save the layout. That's very useful for the customer, it's a very good function. We use this functionality to achieve free analysis.

Another feature is the Procedure environment. It's not a new function, but it's a big function within Board. By using Procedures we can modify the data in a lot of ways. We don't just collect data from the ERP system and show the data to the customer. We can also modify the data. We can do a lot of data entry and also do a lot of deep analysis, by evaluating the data. One of my colleagues has even used the dataflow, the Procedure environment, to build a booking system for making reservations.

What needs improvement?

What could be better is the manual. When I first used Board, I checked the Board manual all the time. It's a website, boardmanual.com, and there is a lot of information on this website about how to use Board and the meaning of each construct. Nowadays, most people use a web client, but on the Board manual website, a lot of the information is only about the Windows client. If they could update that, it would be helpful.

For how long have I used the solution?

I have been using Board for half a year.

What do I think about the stability of the solution?

In the beginning, Board 11.2 was not stable, but after the patch was released, it became stable. Now it's really stable.

What do I think about the scalability of the solution?

The scalability is great. Our customer is a global company, so in the near future we may need to expand the solution to the branches.

How are customer service and technical support?

I get support from Board's headquarters every week. I get the answers from them. We go through the troubleshooting together and sometimes they are able to answer quickly, in that meeting. But if they cannot give me the answer directly, they will ask colleagues, and I will get the answer in two weeks. It's acceptable.

Which solution did I use previously and why did I switch?

There are a lot of reasons that our customer switched to Board. Their previous solution, in terms of functionality, was really limited. It just scanned the data from the ERP system and showed the data in a table. In Board, we can create a lot of reports and do free analysis by changing the layout of the table. We can also send a graph or table to other people or download them. Board has more functions that the customer uses, compared to what they had before.

How was the initial setup?

It's really easy to set up. It's just check, check, check, connect the folder, and finish. If you have already downloaded the software from the website, it only takes about five or 10 minutes to set up Board.

Of course, we also set up the access authority of each person. Different people have different access which determines whether they are limited in checking information in the solution.

While we're not involved in the maintenance side of things, it would probably take two or three people to maintain the solution.

In our company there are 10 people who use Board. In the future, we expect our customer will have 1,000 people in Board. Users would be the leaders of each department, such as the production team, the accounting department, and the sales department.

What was our ROI?

One of the reasons we chose Board is because the performance to cost ratio is high. And we did not only use Board to replace Excel, we also replaced a Japanese BI tool called Dr. Sum.

And if you use SAP and other BI tools, you may need to do a lot of add-on development. That takes a lot of money. But with Board, we don't do a lot of add-ons to collect the data. We just use Board Connectors to get the data from the ERP system. That also saves money.

Finally, a company can improve its productivity and save time with Board.

Which other solutions did I evaluate?

With Board you can do a lot of data entry, and by using the Procedure environment you can make complex reports. But with Tableau you can only show the data that was collected. It doesn't have as much functionality.

What other advice do I have?

With Board I have learned how to deal with the master data and how to think about workflow, dataflow. and the structure of the cube.

Which deployment model are you using for this solution?

On-premises
Disclosure: IT Central Station contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Find out what your peers are saying about Board International, Tableau, Microsoft and others in Business Intelligence (BI) Tools. Updated: November 2021.
554,382 professionals have used our research since 2012.
DL
Manager at a tech services company with 501-1,000 employees
Real User
Top 5Leaderboard
A complete platform with prebuilt applications, good scalability and value for money, and a toolkit for no-code development environment

Pros and Cons

  • "It is very easy to use. It has got what they call a toolkit, which is a no-code development environment. You can develop a whole solution with it because it is a complete platform. There is a lot of online material that can be used as a reference. You can help yourself while developing a solution. There are some prebuilt applications in the platform environment. You can very easily customize and integrate these applications. It also has flexible scaling of machine resources, which is really great."
  • "It can have more functionality for narrative reporting. They should also improve their training courses, which are currently very lightweight. When you get into more complex things, it is quite difficult to figure out what you're supposed to do, and you have to look at a lot of videos before you actually understand, which is a bit frustrating. Their training can be more comprehensive."

What is our primary use case?

It can be used for business intelligence, predictive planning, financial consolidation, integrated planning, budgeting and forecasting, strategy execution, and management. It can be deployed on the cloud or on-prem.

What is most valuable?

It is very easy to use. It has got what they call a toolkit, which is a no-code development environment. You can develop a whole solution with it because it is a complete platform. There is a lot of online material that can be used as a reference. You can help yourself while developing a solution. 

There are some prebuilt applications in the platform environment. You can very easily customize and integrate these applications. It also has flexible scaling of machine resources, which is really great. 

What needs improvement?

It can have more functionality for narrative reporting. They should also improve their training courses, which are currently very lightweight. When you get into more complex things, it is quite difficult to figure out what you're supposed to do, and you have to look at a lot of videos before you actually understand, which is a bit frustrating. Their training can be more comprehensive.

For how long have I used the solution?

I have been using this solution for one year.

What do I think about the stability of the solution?

It is stable.

What do I think about the scalability of the solution?

Its scalability is good. Because of the agreement that they've got with Microsoft Azure, they monitor the performance and scale automatically. If more processing power is required, they just add it. You don't have to worry about that, and you also don't have to pay extra. 

In terms of usage, we started with four or five people. We currently have about 30 users, and we will use it for more areas of the business.

How are customer service and technical support?

Their support was good. They got back to us and helped us immediately. I can't complain.

Which solution did I use previously and why did I switch?

We have used Power BI and Cognos.

How was the initial setup?

We use it in the cloud, so we didn't have to install anything. It took two days to get our environment provisions up and running. 

What's my experience with pricing, setup cost, and licensing?

It is not the cheapest product on earth, but you get so much. It provides good value for money.

What other advice do I have?

I would rate Board a nine out of ten. In general, it is a surprisingly good tool.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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Muskan Jhingan
Principal Architect at Clear Insight
Real User
Top 20Leaderboard
Information is easily accessible and clear

What is our primary use case?

I have been using BOARD for the last four years to create financial reports, create budget scenarios, perform budget cycle, run consolidations, create dashboards and visualizations. BOARD provides in-depth insight to enable users in their decision-making process. Taking data and making it easily readable/ready-to-use.

How has it helped my organization?

BOARD helps by providing access to all sources and data.  Changes can be made easily by the users themselves.  The reports are easy to play around with.  Management can customise the filters as per their requirement.

What is most valuable?

Easy to install User-friendly Data presentation is great Many features and tools to choose from Information is easily accessible and clear.

What needs

What is our primary use case?

I have been using BOARD for the last four years to create financial reports, create budget scenarios, perform budget cycle, run consolidations, create dashboards and visualizations. BOARD provides in-depth insight to enable users in their decision-making process. Taking data and making it easily readable/ready-to-use.

How has it helped my organization?

  • BOARD helps by providing access to all sources and data. 
  • Changes can be made easily by the users themselves. 
  • The reports are easy to play around with. 
  • Management can customise the filters as per their requirement.

What is most valuable?

  • Easy to install
  • User-friendly
  • Data presentation is great
  • Many features and tools to choose from
  • Information is easily accessible and clear.

What needs improvement?

  • More visualization could be brought in
  • More customization of data in regards to specific user requirements.

For how long have I used the solution?

Three to five years.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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