What is Board?
Flexible, fully web-based planning and EPM platform with a tightly integrated system architecture of proprietary multidimensional in-memory data processing technology, modeling environment, and front ends. Unified financial and operational planning, close and consolidation, and business intelligence on a single platform.
Self-description of Board
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Board BARC Review & Rating
This section contains our independent analyst views on Board.
Provider and product description
Founded in 1994, Board employs 625 people worldwide. Its European headquarters and software development are located in Chiasso, Switzerland. Board also has a regional headquarters in Boston, Massachusetts, offices around the world, and a global network of over 150 partners. More than 2,000 customers worldwide use Board to implement planning, enterprise performance management (EPM), and analytics projects. In 2019, the company’s ownership changed when Nordic Capital acquired a majority stake to support continued international expansion. In 2024, Board acquired Prevedere, a provider of global data sets and predictive AI planning solutions.
Board provides a modern enterprise planning platform that unifies financial planning, close and consolidation, reporting, and operational planning, enabling continuous integrated business planning (IBP). The scalable platform helps organizations discover insights that drive business decisions, unifying strategy, finance, and operations through continuous, agile planning to achieve performance control. Board combines platform capabilities (integration, security, etc.), planning and automation, AI and predictive analytics, and reporting and collaboration into a no-code solution that allows business power users to build custom applications. The vendor serves a broad range of industries with particularly strong adoption in retail, manufacturing, consumer packaged goods, and financial services.
Board offers a combined product consisting of a front end and a proprietary multidimensional in-memory data processing engine optimized for high-performance, multi-entity enterprise planning and financial consolidation workloads, delivered in a tightly integrated architecture. The product provides a consistent, technically homogeneous environment for administration, development, and utilization, with tightly integrated front and back ends. Board is data agnostic and supports data integration through its own integration framework and numerous certified API connections. It is available in the cloud (using Microsoft Azure) and on premises.
At its core, Board is a flexible, web-based platform for building custom EPM applications. It provides intelligent planning capabilities and unifies reporting and analysis, predictive and advanced analytics, and financial close, consolidation, and reporting (FCCR) in a single enterprise planning platform. It offers a rich portfolio of visual objects, ranging from data views and custom controls to advanced charting techniques. For planning, forecasting, and simulation use cases, Board provides powerful, comprehensive functionality. Users can create and customize a wide range of applications that bring together financial and operational data. Board and its partners are highly focused on extending the platform with prebuilt business content. In 2024, the vendor established a solutions division comprising five specialized teams: FP&A, FCCR, Merchandise Planning, Supply Chain Planning, and HR/Workforce Planning. These domain-focused teams are dedicated to continuously delivering industry accelerators, packaged applications, and preconfigured content to reduce time-to-value and standardize best practices while maintaining flexibility. Additionally, Board and its partners offer solutions for specific domains and industries.
AI-enabled planning and decision support is a strategic pillar of Board’s platform. Starting in Q1 2026, Board embeds agentic AI directly within planning workflows through domain-specific, persona-based AI agents, predictive modeling, anomaly detection, and scenario optimization with human oversight and governance built in. Its flexible capabilities focus on natural language interaction and conversational querying, automated predictions, anomaly detection, intelligent insights, and agentic assistance. These capabilities are further augmented through Board’s own functionality, integration with R and Python models, and third-party ML services, such as Microsoft Azure ML and Azure OpenAI services. Prevedere, now Board Foresight and Board Signals, enriches Board’s predictive analytics and analytical AI capabilities by correlating expert-curated global economic data with internal business data to improve predictive accuracy and by embedding external data into predictive models. Board Agents provide an intelligent suite of domain-specific AI agents that support planning decisions across finance, the supply chain, and merchandising. Board Agents work with Board Foresight to support continuous predictive analysis and scenario planning.
Strengths and challenges of Board
BARC’s viewpoint on the product’s strengths and challenges.
Strengths
- Flexible, fully web-based planning and EPM platform with a tightly integrated system architecture of proprietary multidimensional in-memory data processing technology, modeling environment, and front ends. Unified financial and operational planning, close and consolidation, and business intelligence on a single platform, reducing reconciliation effort and ensuring one governed version of the truth across finance and operations.
- Graphical, no-code development environment that allows business power users to create custom EPM applications, including planning, forecasting, simulation, reporting, dashboarding, analysis, predictive and advanced analytics, financial close, consolidation, and reporting.
- Comprehensive planning, budgeting, and forecasting capabilities for all planning approaches (top-down, bottom-up, mixed). Customers can address different workflow-based planning topics on a common platform with different levels of aggregation (e.g., strategic, financial, and operational planning) for an integrated business planning approach.
- Complementary, comprehensive BI and analytics capabilities are available for dashboards, reporting, and analysis. Board includes a rich portfolio of visual objects, as well as integration with Microsoft Office 365 and Microsoft Power BI. The platform offers AI-augmented planning and decision support with domain-specific, persona-based AI agents.
Challenges
- The Board platform has a comparatively low level of prefabrication, and many implementations are customized based on customer requirements, which is a real strength of the product. However, according to this year’s Planning Survey, the product’s extra flexibility can result in longer implementation project timelines than those of competitors.
- Historically, Board’s strength in flexibility led to highly tailored implementations. As customer demand has shifted toward faster time-to-value, Board has expanded its portfolio of preconfigured applications and industry accelerators. Continued investment in solution packaging aims to balance flexibility with implementation speed.
- Board is a highly flexible and comprehensive platform. Due to its breadth of functionality and configurability, successful implementations benefit from experienced design governance and solution best practices. Board continues to expand its solution content and guided configuration frameworks to simplify deployment and adoption. The product's flexibility and rich functionality can make it quite complex for inexperienced users to implement and build intricate applications for custom solutions.
- According to feedback in this year’s survey, some customers consider the product to be more expensive than competing products, and ‘rising costs’ is a problem encountered by 33 percent of the Board users surveyed. A number of customers indicate cost sensitivity when expanding to additional use cases.
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Board User Reviews & Experiences
The information contained in this section is based on user feedback and actual experience with Board.
The information and figures are largely drawn from BARC’s The BI & Analytics Survey, The Planning Survey, The Financial Consolidation Survey and The Data Management Survey. You can find out more about these surveys by clicking on the relevant links.
Summary of user review highlights from Board
What users like about Board and where the product scores best in a user comparison.
Why users buy Board and what problems they have using it
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Full user reviews and KPI results for Board
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- Get independent information on software solutions, market developments and trends in data, analytics, business intelligence, data science and corporate performance management.
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Individual user reviews for Board
Number of employees
Industry
Source
What do you like best?
Board is very flexible when it comes to customization and reliable in data management.
What do you like least/what could be improved?
I think the data visualization aspect could be stronger.
What key advice would you give to other companies looking to introduce/use the product?
Prepare data with good criteria.
How would you sum up your experience?
Very reliable and flexible tool.
Number of employees
Industry
Source
What do you like best?
Transparenz und Konsolidierung der Daten, Simulationsfähigkeit der Daten und Prognosen, Reportingfähigkeiten und deren Visualisierung, sowie Anpassungsflexibilität.
What do you like least/what could be improved?
Performance und Geschwindigkeit, Chat innerhalb von Board.
What key advice would you give to other companies looking to introduce/use the product?
Zeit und Energie in die Analyse und Definition der Anforderungen investieren, damit die Entwicklung und Bereitstellung der Anwendung schnell und reibungslos erfolgen kann. So wird das Projekt zum Erfolg.
How would you sum up your experience?
Vom POC über die Implementierung bis hin zur langfristigen Betreuung und Kommunikation mit Board und unserem Implementierungspartner Celver sind wir rundum zufrieden. Nahezu alle Anforderungen zur Weiterentwicklung unserer Anwendung konnten zielführend und zeitnah umgesetzt werden. Für das Unternehmen ist es ein absoluter Benefit im gesamten Planungsumfeld.
Number of employees
Industry
Source
What do you like best?
Board est un outil facile à prendre en main et qui répond à de nombreux besoins. L'agilité est également l'un des grands points forts de l'outil, car il permet l'intégration de nouveaux besoins sans remettre en cause le modèle de données.
What do you like least/what could be improved?
Certaines fonctionnalités semblent parfois un peu contre-intuitives, notamment dans la réalisation des écrans.
What key advice would you give to other companies looking to introduce/use the product?
L'important est de bien maîtriser son besoin avant de commencer un projet et d'y aller étape par étape. Le côté agile de Board permet justement d'adapter l'outil aux besoins de l'entreprise de manière rapide. Il ne faut pas paralléliser trop de choses en même temps.
How would you sum up your experience?
Board est un excellent produit, répondant aux besoins des utilisateurs et permettant de traiter de nombreux sujets de planification et de reporting, tant financiers que non financiers.
Number of employees
Industry
Source
What do you like best?
Flexibilität, Individualisierungsmöglichkeiten, Back-End Inhouse möglich mit entsprechendem Training, Planungsmöglichkeiten/Split & Splat, Multidimensionale DB, Drill-Möglichkeiten.
What do you like least/what could be improved?
Technisch sowie hinsichtlich der Beratung alles bestens. Natürlich wünscht man sich die ein oder andere Funktion, z. B. eine Tabelle mit integrierbarer Grafik.
What key advice would you give to other companies looking to introduce/use the product?
Wenn Themen wie Planung, bzw. komplexere Planungsworkflows im Fokus stehen, auf jeden Fall Board wählen. Allerdings sollten vor der Implementierung alle dafür notwendigen Prozesse im Vorfeld geprüft und angepasst werden.
How would you sum up your experience?
Ein verlässlicher Partner mit breiter Expertise in Planung, ausgeprägtem Branchenwissen und natürlich hoher Kompetenz im Bereich Planung & Finance. Das Tool kann relativ schnell beherrscht werden, es bietet viele Möglichkeiten, was eine gewisse Komplexität mit sich bringt. Es ist jedoch absolut tauglich, um mittel- bis langfristig den Großteil von Projekten in-house lösen zu können.
Number of employees
Industry
Source
What do you like best?
The ability to create a solution for almost any business case, as the software truly allows developers to implement any good idea. Implementation speed and tool flexibility are also key features that help achieve predefined targets.
What do you like least/what could be improved?
The attention required by the system administrator to manage and maintain control over the entity/relationship model. In particular, cleaning up unwanted entity members (accidentally loaded from various data sources) is always a tricky task, even though it has been simplified in the most recent versions of the software.
What key advice would you give to other companies looking to introduce/use the product?
Be sure to invest enough time in the analysis and design phases of your application. Adjustments and fine-tuning are always possible, but the clearer the ideas are before the implementation phase, the better.
How would you sum up your experience?
I think Board is a great planning tool: flexible and stable at the same time, suitable for any industry and department, simple for users, and not too complex for developers.
Number of employees
Industry
Source
What do you like best?
Solution no-code (pas besoin de service IT pour la maintenir). Excellente capacité à agréger et désagréger des données. Gestion intelligente et économique de la mémoire, même sur des bases de données avec un grand nombre de dimensions.
What do you like least/what could be improved?
Les données de traçabilité sont disponibles, mais pas facilement exploitables.
What key advice would you give to other companies looking to introduce/use the product?
Bien sélectionner les consultants pour le premier projet (et les garder !). Développer rapidement des compétences internes (simples à acquérir) sur le produit. Bien documenter.
How would you sum up your experience?
Produit smart.
Number of employees
Industry
Source
What do you like best?
Ease of use.
What do you like least/what could be improved?
Price of extra users.
What key advice would you give to other companies looking to introduce/use the product?
Don't hesitate to buy it. Possibilities of Board are endless.
How would you sum up your experience?
Fast and easy to use product. Would 100% recommend it to anyone.
Number of employees
Industry
Source
What do you like best?
Performance und Flexibilität.
What do you like least/what could be improved?
Detaillierte Monitoring-Tools als Standardlösung anbieten.
What key advice would you give to other companies looking to introduce/use the product?
Beginnen Sie nicht mit dem komplexesten Projekt, sondern starten Sie mit einem einfachen, um die Funktionalität und Möglichkeiten besser zu verstehen und auszuschöpfen.
How would you sum up your experience?
Ein starkes Planungs- und Analyseprodukt, das sämtliche Individualitäten eines Unternehmens abbilden kann.
Number of employees
Industry
Source
What do you like best?
Flexibilité, look and feel, et nombre de cas que l'on peut traiter.
What do you like least/what could be improved?
Les prix augmentent régulièrement, et dans certains cas, de manière assez significative. La négociation contractuelle est difficile, et l'éditeur s'engage peu dans son contrat. Le Customer Success est inexistant et pousse à augmenter la consommation (plateformes plus coûteuses).
What key advice would you give to other companies looking to introduce/use the product?
Vérifiez bien les tarifs et les conditions tarifaires. Définissez clairement vos processus et utilisez les inducteurs pour simuler. Avec Board, tout est possible, mais plus on ajoute de la complexité ou de l'incohérence, plus le coût de paramétrage augmente et plus la solution devient difficile à maintenir.
How would you sum up your experience?
Le produit est vraiment splendide, mais l'équipe France se comporte de plus en plus comme des flibustiers. Le risque est de perdre la confiance des clients et des partenaires.
Number of employees
Industry
Source
What do you like best?
Performance & Flexibilität.
What do you like least/what could be improved?
Teilweise sehr aufwändige Administration im Hintergrund.
What key advice would you give to other companies looking to introduce/use the product?
Nur weil man die Möglichkeit hat, ganz flexibel jede Sonderlocke in den Planungsprozess einzubauen, muss man das nicht tun. Die hohe Flexibilität wird dann zum Nachteil.
How would you sum up your experience?
Board ist eine sehr gute Planungssoftware mit hervorragender Performance und Flexibilität. Da es keinen Standard mitbringt, besteht jedoch die Gefahr, bei der Implementierung zu viele Sonderfälle einzubauen, was die Übersichtlichkeit verringert und die Fehleranfälligkeit erhöht.
Number of employees
Industry
Source
What do you like best?
Design moderne, flexibilité, convivialité (user-friendly), et création de rapports par glisser/déposer.
What do you like least/what could be improved?
Format cube et non SQL, archivage/log, navigation entre les capsules via des boutons standards.
What key advice would you give to other companies looking to introduce/use the product?
Bien définir ses besoins et les processus à intégrer. Préparer les données pour l'intégration.
How would you sum up your experience?
Board répond aux besoins de notre entreprise et permet d'envisager l'évolution des usages, l'augmentation du nombre d'utilisateurs et de filiales.
Number of employees
Industry
Source
What do you like best?
Easy to use and modify without any programming skills.
What do you like least/what could be improved?
The flexibility in creating and modifying graphs and the report formatting.
What key advice would you give to other companies looking to introduce/use the product?
To spend the right time in defining the requirements of the project together with the Board business partner.
How would you sum up your experience?
It's good.
Number of employees
Industry
Source
What do you like best?
Hohe Flexibilität. Integration von Reporting und Planung - und eventuell perspektivisch Konsolidierung.
What do you like least/what could be improved?
Dynamische Spaltenüberschriften - z. B. das jeweiligen Planungsjahr. Bessere Kommentierungsfunktionen. Automatische Aufsummierung von Werten, wenn man in Berichten Zellen markiert (wie bei Excel - auch z. B. mit Mittelwertfunktion).
What key advice would you give to other companies looking to introduce/use the product?
Ausreichend Zeit und Ressourcen in der Implementierungsphase bereitstellen.
How would you sum up your experience?
Überwiegend gut. Alle Kernanforderungen konnten bis jetzt umgesetzt werden. Allerdings ist das zugrundeliegende Datenmodell sehr komplex. Berechnungen und Selektionen können mitunter etwas länger dauern.
Number of employees
Industry
Source
What do you like best?
Support ist gut erreichbar & hat auch immer eine Lösung für ein Problem.
What do you like least/what could be improved?
Bugs, die nicht nachvollziehbar sind & auch externe Dienstleister zum Verzweifeln bringen. Mehr Möglichkeiten / Funktionen auch wieder für OnPremise-Kunden zur Verfügung stellen.
What key advice would you give to other companies looking to introduce/use the product?
Board sollte unbedingt mit einem vorgelagerten DWH betrieben werden, auf welches Board dann zugreift.
How would you sum up your experience?
Sehr gemischt. Das System funktioniert so manches Mal einwandfrei (vor allem seit den letzten Updates 12.x). Allerdings gibt es immer wieder mal kleine Bugs, die in langem Austausch mit dem Board-Support geklärt werden können.
Number of employees
Industry
Source
What do you like best?
Planungsfunktionalitäten, einfache Administration, begleitend Workflow und stark in Analyse & Reporting, An-/Einbindung anderer Systeme z.B. Karten.
What do you like least/what could be improved?
Spezifische Anpassungen gehen nur über Community, wenn nicht genügend Likes dann keine Umsetzung.
What key advice would you give to other companies looking to introduce/use the product?
Zeit für Vorarbeit und Pflichtenheft einplanen, User Experience sehr wichtig, Anwender und Fachbereiche mitnehmen, Schulung mit einplanen, Historisierung als Thema ernst nehmen.
How would you sum up your experience?
Wir sind noch in der Umsetzung.
Number of employees
Industry
Source
What do you like best?
The ease with which the knowledge and skills needed to administer the software can be learned without any specific background.
What do you like least/what could be improved?
Data visualization for dashboards and integration with IBCS standards.
What key advice would you give to other companies looking to introduce/use the product?
If you are retail industries, I highly recommend the use of Board to move efficiently through the ongoing and growing complexity of daily operations.
How would you sum up your experience?
Positive or very positive on all fronts, more than 70 percent of my work time is based on using Board.
Number of employees
Industry
Source
What do you like best?
Flexibilität, Funktionen.
What do you like least/what could be improved?
Beschränkte Funktionen, Limitierungen bei Darstellung, Grafiken/Diagrammen.
What key advice would you give to other companies looking to introduce/use the product?
Sorgfältige Auswahl der Implementierungspartner / Berater, gute Ausbildung der Projektmitarbeiter.
How would you sum up your experience?
Einführung gelungen, aber nicht reibungslos.
Number of employees
Industry
Source
What do you like best?
Integration Benutzeroberfläche und technischer Datenbankunterbau. Weboberfläche. Geschwindigkeit.
What do you like least/what could be improved?
Schlüsselfertige KI-Integration mit der Azure Cloud.
What key advice would you give to other companies looking to introduce/use the product?
Interessierte, fähige Mitarbeiter finden und zum Developer ausbilden / befähigen-
How would you sum up your experience?
Gerne weiter so.
Number of employees
Industry
Source
What do you like best?
Flexibilität, Konfigurierbarkeit.
What do you like least/what could be improved?
Kein undo button.
What key advice would you give to other companies looking to introduce/use the product?
Prozessklarheit für den geplanten Einsatz. Keine Standardsoftware = Vor und Nachteil.
How would you sum up your experience?
Wichtig war der Implementierer Celver!!!
Number of employees
Industry
Source
What do you like best?
Flexibilität, schnelle Anpassungsfähigkeit, userfriendly.
What do you like least/what could be improved?
Performance.
What key advice would you give to other companies looking to introduce/use the product?
Viel Zeit in die Konzepte investieren, da Board sehr flexibel ist.
How would you sum up your experience?
Richtige Software für unbestimmte Zeiten.
Number of employees
Industry
Source
What do you like best?
Von allen Systemen, die ich in 20 Jahren kennengelernt habe, bei weitem das Beste.
What do you like least/what could be improved?
Es ist kaum möglich, Mitarbeiter mit Board-Wissen zu finden, auch Dienstleister sind Mangelware und sehr teuer.
What key advice would you give to other companies looking to introduce/use the product?
Ausreichend interne Ressourcen und Mitarbeiter einzuplanen, das Tool ist mächtig, aber muss beherrscht werden.
How would you sum up your experience?
Im Großen und Ganzen sehr positiv und zufriedenstellend.
Number of employees
Industry
Source
What do you like best?
The fact that, thanks to its high flexibility and relatively low complexity, it can be used to create almost any kind of CPM application, allowing companies to potentially use the software in any department to satisfy any need. Tools developed in Board are able to meet very specific requirements and therefore can really help organizations to better support their daily business and to improve their strategic and operative processes. If properly carried out, a Board project will certainly provide a true added value.
What do you like least/what could be improved?
The price increase of Board licenses in the last years is in part justified by all the recent improvements, but at the same time it could still be perceived as an obstacle for a company wanting to launch new CPM projects.
What key advice would you give to other companies looking to introduce/use the product?
Board is really flexible and allows companies to set up CPM tools following a custom made approach. For this reason, it is more than important to have a very clear idea of the desired target of any Board project. Processes must be well defined before actually starting to move them in Board, and therefore companies must invest all the needed time in the analysis phase. The role of external consultants and of internal resources is strategic and makes a real difference.
How would you sum up your experience?
Board is a very good tool that has improved a lot in the last years in all aspects, reaching a top-class level in its market. This was made possible thanks to a wise product strategy that aimed to solve all the long-time issues as well as to introduce new features both for developers and end users.
Number of employees
Industry
Source
What do you like best?
Réactivité des équipes de l'éditeur, ils proposent des événements clients assez régulièrement et font progresser les utilisateurs grâce à des formations très intéressantes. Outil facile à prendre en main (que ce soit pour un admin ou pour un user) et qui permet de faire tout ce qu'on souhaite y faire. Interface esthétique.
What do you like least/what could be improved?
Avoir un peu plus d'éléments de personnalisation pour rendre le visuel de nos écrans métiers plus agréables à utiliser. Amélioration des interfaces admin afin de mettre plus de commentaires
What key advice would you give to other companies looking to introduce/use the product?
Bien préparer les données en amont, quel que soit le logiciel choisi. Si les données est propre à l'arrivée, le rendu final sera excellent. Bien préparer son cahier des charges. Idéalement, avoir une ressource interne capable de développer ses propres outils afin de ne pas être dépendant à 100% d'un prestataire. Trouver un bon intégrateur qui va réussir à former les équipes.
How would you sum up your experience?
Très satisfait !
