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Excel Workbook: Best Practices and Steps
Author: Eugen Melnic, FP&A Manager and Community Captain We all know that Excel is often the source of business frustration and confusion that leads to the start of a successful transformation through the power of Board. Excel can also be the end point too, as once the business data and processes are in Board, business…
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2025 June Badge of Impact and CommunityCast
It's June, and time is flying by! We're keeping it simple this month with your updates in under a minute, and the opportunity to earn your June badge in (about) one word or less. Here we go… Thank you to last month's badge earners @Nico Weber and @Karry Schupp 👏👏. It was fun reading about Board's 'Force' multiplier. May…
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Board 14 Upgrade Logs
Hello everyone! Keith Crosslin here. I’m a Board Customer Success Manager for Board Switzerland. Often, when I talk to customers about the possibility of upgrading to Board 14 (B14), they ask me what other customers are saying about it. To answer that question, I interviewed three Swiss customers who shared their…
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Monthly Customer News Update - May 2025
We’ve been busy behind the scenes, and we’re thrilled to share some big, exciting updates with you today: Board 14.3 is coming Get a sneak peek What's happening in the US market? Watch our economic outlook Need a best practice? Check out the customer stories by Kraft Heinz, Iren Energia, and Dr. Beckmann How mature is your…
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US Economic Outlook: May 2025
The outlook for 2025 has shifted dramatically. In this month’s 10-minute report, Board Principal Economist Natalie Gallagher explains how policy changes are reshaping the macro landscape—and why businesses need to rethink their assumptions. Highlights in this month’s report include: Growth projections have been downgraded,…
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3 Q's with Fethi Zerara, FP&A Consultant
Featuring: Fethi Zerara, FP&A Consultant and Community Captain Learning how to use Board is a journey but one that can yield truly incredible results. This installment of the Community 3 Questions series is a conversation with one of our more experienced members, Fethi Zerara, as he shares his thoughts on the Board…
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Board 14.3 is here!
We are pleased to announce that the Board 14.3 release is here! 🚀 The new Board 14.3 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.3 proudly introduces new improvements to the Flex Grid Object, including the additions of Data Entry, a Detail By-like feature…
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New Course Launch: Go To Market: FP&A Solutions
We’re excited to announce the launch of our new eLearning course: Go To Market – FP&A Solutions! This course is designed to equip you with the knowledge and tools to confidently position and sell our FP&A solution. Whether you're generating leads, delivering demos, supporting customers, or enabling partners, this course…
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The importance of documentation for long-term success: Deployment documentation
Author: Lucas Charello is a Community Captain and Senior Board Consultant at Kiwika. Hello, Community! My name is Lucas Charello, and I’ve been working at Kiwika for almost three years as a Senior Board Consultant and Project manager. Today, I’m excited to bring up a big topic that is sometimes overlooked: The importance…
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2025 May Badge of Impact
May is here and with the start of a new month we're very excited to share with you a new video series called CommunityCast. In this series, we'll be providing a quick round-up of recent updates in one minute or less—ranging from new content, programs, technical and structural updates to Community, and so much more! Stay up…
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Board Certification Update
The response to the Developer Certification opportunity has been solid. Over 120 customers have already completed the exam, with 84 passing the first attempt. We're happy to share that the exam will continue to be FREE for customers until at least June 30. Register for the exam today in Academy. Prerequisites are…
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What’s New in our Board Knowledge Base
What’s New in our Board Knowledge Base To help you get the most out of your experience, this guide explains how to navigate our updated Knowledge Base, understand version-specific content, and get familiar with updated terminology. Whether you're new or returning, here’s everything you need to know to quickly find accurate…
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Board Foresight and Board Signals: Here are the Answers to your Questions!
After the overwhelming response to our launch webinar presenting Board Foresight & Board Signals, we received numerous great questions from you. To ensure you get the answers you need, our experts Michelle Green, @David Marmer, and @Richard Wagner have come together to address your queries. These are the topics that they…
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Welcome Q2 Community Captains!
We’re happy to add four amazing new Community Captains to the expanding mix of knowledge sharers in our growing Community! This quarter, we welcome Board experts that are ready and willing to step up and give back—contributing to success pathways for those using the Board platform every day. You may have already seen…
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Be a key player in Board's evolution - and be in with a chance to win an amazing prize!
Our Board Customer Survey is still open, but time is running out! It closes this Friday (April 24 2025), so don't miss out on this opportunity to make your voice heard. Why should you take the survey? Direct Impact: Your feedback directly influences our product roadmap, service improvements, and overall customer…
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Monthly Customer News Update - April 2025
Dear Customer, here is the lastest edition of our customer bulletin—April's food for thought for excellent planning, one confident decision at a time: AI, Predictive Forecasting, & Enhanced Collaboration—2025 Trends in Enterprise Planning We met "The FP&A guy" for a 360-degree view of FP&A Customer Stories: BASF…
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Moving forward with an insider's lookback
Author: Nicolas CHIGROS, Community Captain—I've been a developer at Board for over a decade, starting my journey with Board 8. During this time, I had the privilege of being mentored and trained by the remarkable and inspiring Andrea Masiero. Today, I’d like to take a moment to highlight some of my favorite features that…
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April 2025 Economic Outlook
Our ongoing economic outlook series provides a monthly, data-driven analysis of the US economy, offering objective insights into key trends and developments that shape our economic trajectory. As a thought leadership piece, it reflects the expertise of our team of economists, who closely monitor and interpret economic…
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Customer Success: Enabling strategic pathways to drive optimal results
Today we’re talking to Kristine Young, award-winning APAC customer success manager (CSM). Kristine’s unique perspective comes from first being a customer who implemented Board for retail and wholesale planning and reporting, transitioning to a consultant with the Board professional services team, and now working as a Board…
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New course version: B14 Level 200
B14 Level 200: Building a Planning Solution in Board, will be updated and available for learners in Board Academy on Monday, April 18. This course is designed for those who have completed Level 100 and it has been restructured into three distinct parts, approximately five hours each: Part 1: Learn how to work with…
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Put your questions about Board Foresight and Board Signals here - by April 17
Such an exciting time! Your enthusiasm for our new Board Foresight and Board Signals products is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. Especially in those volatile times we are seeing. Board Foresight leverages over 5 million datasets and advanced…
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3 Q's with Kevin Kowalski, Solution Architect
Featuring: Kevin Kowalski, Soultion Architect and Community Captain Solution Architects play a key role in the Board ecosystem. Listen in as Kevin shares a view into his role, who makes a good candidate for the team—and here more about an upcoming Tech Friday learning opportunity in France. Quick reference: 0:33 A day in…
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‘Run as administrator’ feature: What you need to know
Featuring: Community Captain Björn Reuber, Product Support Tech Lead, Board In my 15 years as a Board support tech lead, one of the most misunderstood features I’ve experienced is the ‘Run as administrator’ option for selections. Many people mistakenly believe that it will apply only to the entities mentioned in the step,…
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Your 2025 Gartner® Magic Quadrant™ for FCCS - See how Gartner evaluates Board
We have big news to share! Board has been recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions (FCCS). We believe this recognition underscores our commitment to delivering exceptional experiences for end-to-end, enterprise planning that includes financial…
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2025 April Badge of Impact
Happy April! This month's Badge of Impact focuses on Board's incredible Academy and the wealth of knowledge that can be gained from it. Our Academy is your go-to resource where you can find courses to enhance your skill and expertise to get results from Intelligent Planning with Board, and we'd love to get your feedback on…
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Spring forward with a Board Community refresh!
Spring is a season for change, and the Board Community is all about it! We’ve listened to your feedback and given the Community a refresh, making it even easier to navigate, find content, and stay connected. Check out what’s new: Threaded discussions: Deeper conversations, improved engagement The Platform and Academy…
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Missed the presentation of Board Foresight and Board Signals? Or still have questions?
Thank you to everyone who joined our webinar yesterday! We were excited to introduce our latest products, Board Foresight and Board Signals. Your enthusiasm for these innovative tools is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. In case you have missed…
