Board Primary Use Case

Budget Officer at a government with 201-500 employees
We use it for budget development and revenue forecasting, and it's performing quite well right now. There have been some minor hiccups, not with the BOARD platform itself, but it's just the learning, getting familiar with the product, and the end-user accepting the application. In a government organization, there has been some struggle to get people to use the tool, versus what they've used before. I don't think it's the learning curve, because the way New Brain designed the application for us, it's fairly user friendly. I think it's more of a hesitancy to stop inputting things on Excel spreadsheets and then inputting things into the BOARD software itself. We're only about a year and a half into it, and what I'm finding is that they kept both. They've kept their Excel sheets. So they are doing double entry. They're were doing entry into Excel as well as entry into the BOARD system, because they didn't quite trust the application yet. Now that we're in year two, the second budget season with the system, they've stopped using some of those Excel spreadsheets. They're relying more on the BOARD application itself. View full review »
Sujata Telang
BI Developer at a healthcare company
I use BOARD mainly for the analysis of data for planning. Our business is mainly to do with tissue donors. We do a lot trending via charts and data to see what kind of information we get and how we are doing. I also work with sales and different kinds of modes of sales, which helps us identify the ways we're doing direct orders, regular consignments. I cater to different departments like planning and the complaints department. Then I also take care of the users who use the Capsules on a daily basis. I also handle tickets for people if they have any issues with BOARD. I translated a lot of Excel files, charts and trending for bimonthly calculations, into BOARD. View full review »
Rebecca Jackson
Strategy and Performance Analytics Director at a government
The primary use is called "Track Stat". It's our performance management system that we use at the city of Fayetteville. We use that to capture data throughout the city and report our progress to the Citizens' Council and managers. It's performing very well. We're very happy with the ease and the flexibility of the solution. We've had very, very few issues in terms of launching the application, and the issues that we did have were really like access and user errors. Other than that, I can't think of another software solution that we've managed at the city that went as well as BOARD has. View full review »
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Bob Gill
Principle Architect at a tech services company with 51-200 employees
We use BOARD to show scorecards for each business unit. As part of the finance team, we can control the numbers showing on each dashboard and update selected business unit KPIs as our strategies change from year-to-year. We also use it for tracking services hours as a consultancy. We also implement the product for clients, primarily solutions for finance, around financial reporting, making it easier to close the books every period, annual reporting, also board and narrative reporting. It's performing very well. View full review »
Rich Wojcik
Director of FPNA at a healthcare company with 51-200 employees
We have brought the solution to be the "one" solution and are using it in all aspects of finance in terms of reporting, forecast budgeting, modeling, and score cards. We are also using it for analyticals and "what-if" scenarios/situations. One of the things that we asked for it to do was provide ease of use and it has accomplished that. Also, it was an easy implementation, and it has been a huge success. View full review »
System Controller at a hospitality company with 10,001+ employees
Mainly with our sales forecasting, cost-center budgeting, and financial reporting. We implemented last September, and had some startup issues, but that's normal. Since we ironed those out, it's been working pretty well. We went live with our 2018 sales forecast. We're just starting our first revision of that annual budget. There is a little bit of work to get that going, but that seems to be working well. And we're getting in the various reporting for the different business uses. So, so far, so good. View full review »
Bernie Lucido
Senior Business Analyst at a government with 1,001-5,000 employees
Budgeting. It's performing very well. View full review »
BI Developer at a retailer with 201-500 employees
Our primary use case is corporate reporting. We are implementing it in phases. We did finance, then we did what we call our direct consumer group. Now, we are working on our production case goods (inventory). For the most part, it is performing okay. I am having some performance problems with the data. We are going back to all the transactions by day. Therefore, we might need to have a little help from our consultants with this at some point. We have not yet spoken with technical support about this issue as it is a brand new problem. View full review »
Financial Analyst at a energy/utilities company with 201-500 employees
We use it across our entire business. We use it for financial data, we use it for inventory data, we use it for sales data, we use it for inventory transaction data. We actually use it across all those platforms. It's performing very well. View full review »
Finance Manager at a manufacturing company with 10,001+ employees
Currently, we use it for our sale forecasting and our supply chain planning. We have been with BOARD for about a year now, and there is still a lot for us to learn. We want to take it to the next level, and use it for our budgeting and predictive analytic capabilities, therefore having a more integrated usage across our organization. View full review »
Letisia Romero
Financial Analyst at a government with 1,001-5,000 employees
We use BOARD for financial statements. It is performing great. My managers love it. It is easy for them to look at their budget and review their expenses at budget time so they can know what to budget for the following year, but also to keep track of their expenses during the year and not go over their budgets. View full review »
Helen Ong
Sales Operations Specialist at a non-tech company with 11-50 employees
Our primary use for BOARD was initially to report income statements and other P&Ls to our executive team, which was our phase one of implementing BOARD. Our phase two would be uploading from external data, then analyzing the external data with the internal data. It has been going great, but there is still a lot to learn (a lot of training) that we can get from BOARD because our company is pretty small. We do not have a team dedicated to BOARD because it is a full time job if you are deciding to develop it from the ground up. We would need to allocate more time into something like that. Right now, we are not using the product to its fullest potential. View full review »
Consultant at a financial services firm
Our primary use case is for forecasting and budgeting. We budget capital expenditures, the full P&L financial statement. We have our top-level VPs enter their driver rules and then Finance goes on the back-end and calculates the gross margin impact of that. We capture operational expenses down to the vendor level. We also do all of management reporting. The performance has been great so far. View full review »
Tommaso Chierchia
Senior Consultant at a tech vendor with 201-500 employees
We are a supply chain software provider. We have been using BOARD to create a collaborative platform for users to modify and make edits. This is the primary use case, along with our clients. Also, the flexibility has been great and the performance has been optimal. View full review »
Leeza Mathews
Manager MIS at a healthcare company with 1,001-5,000 employees
We use it for a few different things: * Our budget * Sales reporting * Performance tracking for some of our operations' groups. In the last year or two, we have seen a ramp up of usage. Other than some performance issues, we have been having some pretty good success with the product. View full review »
Kit Chan
VP of Professional Services at a tech services company with 1-10 employees
We have two primary use cases: * Visualizations and dashboards. * Budgeting, planning, and forecasting. Relative to other products that I have worked with, it works quite well. Obviously, there is a little bit of organization that is required. However, overall, it runs quite well. View full review »
Carlos Artieda
Manager Of Financial Planning And Analysis at a healthcare company with 51-200 employees
Our primary use case for BOARD is sales analysis, as well as financial planning, analysis, and budgeting. We are also highly leveraging the CPM portion, as well as the BI tools that BOARD provides. So far, it is performing extremely well. We are very happy with the new updates and new releases. We have had very good support. View full review »
Michael Tsang
Senior Consultant at a tech vendor with 201-500 employees
We started using BOARD as part of a solution. We're developing using BOARD to go into implementation for our customers. In terms of performance, it's still pretty new to us. It's good. We know BOARD is very powerful, but there is a big learning curve that we still have to get through. View full review »
Consultant at a consultancy
The primary use case is developing a demand planning/collaboration platform. It's performing well. View full review »
Jonathan Marcer
Business Transformation Manager at a tech services company with 201-500 employees
We implement the solution. We have about 50 customers, mainly around budgeting, planning, or supply-chain orientated. In terms of its performance, our customers are very happy. View full review »
We use this solution in several ways, including: * We develop data modeling for customers. * Internally, we use it to monitor and control company performance. * We create demonstrations for potential new customers. * We create dashboards that permit us to find and understand inefficiencies, which can then be improved. View full review »
Paul Wyatt
Senior Business Data Analyst at a real estate/law firm with 10,001+ employees
Our business is the management of external client property portfolios. We use BOARD to provide clients with the ability to easily manage and maintain their property holdings. View full review »
Muskan Jhingan
Principal Architect at a tech services company with 1-10 employees
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. View full review »
Find out what your peers are saying about Board International, Tableau, Qlik and others in Business Intelligence (BI) Tools. Updated: September 2019.
366,090 professionals have used our research since 2012.
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