Budgeting, Planning, and Forecasting with Board

Drive accuracy, efficiency, and cohesion across budgeting, planning, and forecasting activities with an integrated approach that connects strategy, operations, and finance

With Finance departments under increasing pressure to provide detailed business insights for strategic decision-making, there is no room for disjointed approaches to planning. Forward-thinking Finance functions are moving to an Integrated Business Planning (IBP) approach, connecting strategic, operational, and financial plans with available resources and transforming themselves into agile and responsive teams with the ability to support business growth. Board supports the entire budgeting, planning, and forecasting process in a unified solution, overcoming the challenges associated with disparate spreadsheets to deliver a truly connected approach.

Board for Financial Planning and Analysis (FP&A)

Replace your traditional FP&A approach, affected by spreadsheet plastering and disconnected multi-point systems, with one centralized solution that integrates data from multiple sources, including transactional and legacy systems, ensuring one version of truth for financial planning and reporting.

  • Time horizons

    Integrate your long-term planning with the annual budget, quarterly revised budgets, and short term forecasting activities in a unified environment, guaranteeing accuracy and auditability throughout the process with validation criteria and custom workflow approvals

  • Revenues and expenses

    Accomplish revenue and expenses planning with ease by taking a top-down or bottom-up approach with the ability to propagate changes across multiple dimensions and hierarchies and drill down to the lowest level of detail, helping you identify what’s driving the numbers

  • Capital employed and financing

    Easily acknowledge capital requirements and financing needs, finetuning balance sheet planning in terms of capex, net working capital, and net financial position planning

  • Cash generation

    Understand corporate cash generation capabilities, conceiving cash flow planning and monitoring all factors affecting cash position

  • Value creation

    Use native simulation capabilities to figure out how the variation of key value drivers affects corporate value creation

Board for Financial Planning and Analysis (FP&A)

Board for Strategic Planning

Link strategy to value creation with strategic planning capabilities which enable finance professionals to detect more valuable initiatives and ensure proper capital allocation.

  • Measurable initiatives

    Transform your strategic planning process by cascading high level strategic lines down into measurable initiatives

  • Economic impact of initiatives

    Define the impact in terms of revenue growth, profitability contribution, and capital efficiency enhancement for each initiative

  • Initiatives shortlisting

    Shortlist more significant initiatives in terms of their impact on corporate value creation

  • Capital allocation for initiatives

    Optimize capital allocation across shortlisted strategic initiatives before you commit

Board for Strategic Planning

Board for Operations Planning

Easily set up your operations planning, connecting end-to-end corporate processes from supply chain to sales & marketing, finding the most efficient and economical combination of resources to achieve key business goals with the ability to plan and adjust in real time.

  • Sales planning

    Work out the most efficient way to run your driver-based projections for top line figures, integrating all inputs and insights coming from the sales and marketing departments

  • Supply chain planning

    Cascade demand planning in production, warehouse, distribution & logistics, and procurement planning

  • HR planning

    Identify correlations between staffing levels and sales or operational output, helping you identify where reallocation or recruitment could help boost productivity

  • Interdepartmental integration

    Drive a collaborative approach between departments by creating visibility over the interaction between performance in one area and its effect on another

Board for Operations Planning

Customer story – KPMG Germany

KPMG video teaser

Underpinning a digital transformation effort within the Finance department, Board has enabled KPMG to achieve a fully integrated approach to budgeting, planning, forecasting, profitability analysis, and reporting.

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Explore more of Board’s finance capabilities

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Profitability Analysis, Performance Management, and Analytics

Make more-informed decisions with the ability to analyze profitability and performance, to simulate the effect of key value driver changes on your business results, and to exploit insights from data using sophisticated analytical tools.

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Financial Closing, Financial Consolidation, and Lease Accounting

Make light work of closing, consolidation, and lease accounting activities in a compliant, workflow-driven environment.

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Statutory Reporting, Disclosure Management, and Management Reporting

Exploit the advantages of a single environment to accomplish reporting tasks and disclosure duties.

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