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Now is the Time to Build a Centre of Excellence (CoE)
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain Finance teams face increasing pressure to deliver faster closes, sharper forecasts, and deeper insights while managing complex systems like ERP, EPM, RPA tools, and BI platforms. Despite these challenges, many teams still rely on tribal knowledge…
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July CommunityCast and Badge Opportunity
Can you believe it? It's July, and that means we're already halfway through the calendar year. We hope your year is going well, and we hope Community has played a part in it🙂. Here are your one-minute, Community updates: It was great to see your one-word B14 favorites last month. 🤩 @Helmut Heimann @Nico Weber @Akrem…
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Redefining Planning with AI Agents: The Future of Continuous Planning Starts Now
In today’s world, disruption is constant--economic shocks, supply chain volatility, and fast-evolving markets have made agility a survival skill. Traditional, periodic planning simply can’t keep up. At Board, we believe the answer is AI-powered continuous planning, a future where decisions are faster, insights are sharper,…
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3 Q's with Akrem Abdelhafidh, Senior EPM Consultant
Featuring: Akrem Abdelhafidh, Senior EPM Consultant In this installment of Community 3 Questions, we sat down with Akrem Abdelhafidh of XB4 Consulting to get his thoughts on Board 14 and its exciting features, some pointers on how to ensure success in Board, and Akrem's favorite 'This vs. That' when selecting a formula or…
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June 2025 Economic Outlook
The U.S. economy is entering a more vulnerable phase — and the CPG industry is right in the middle of it. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher unpacks the latest data and what it means for your business strategy. Here’s what’s changing: ✅ Tariff-driven inflation is expected to rise…
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Monthly Customer News Update - June 2025
As diverse as our customer base, we have content just as manifold in this packed June edition of your customer news. Enjoy reading, watching, or taking part in our interactive contents: Are you #BoardAndProud? Best practice: Win big with external data Make smarter people decicions BARC Planning Survey 25 Transformational…
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In my role as a Board developer, these are the things I focus on!
Author: Umesh Bugata is a Community Captain and Senior Software Engineer at Wipro. When I look back on my journey as a developer, the key areas that I focus on are my technical skills and soft skills and maintaining a balance between them. These include having sound technical knowledge of the tool, good understanding of…
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Why the Future of Planning Isn’t Just AI—It’s Collaborative, Comprehensive, and Continuous
Author: David Marmer, SVP, Product at Board Global events have made "severe disruption" the new normal, profoundly reshaping work, consumer behavior, and supply chains. With constant financial uncertainty and frequent supply chain shocks, adaptability and robust planning are no longer just good practices but essential for…
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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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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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🎉 We Have Our Board Champions Social Media Challenge Winners! 🏆
Our Exclusive Board Champions Challenge, #BoardAndProud (ending June 30), was all about fun, creativity, and sharing the Board spirit on LinkedIn – and wow, you delivered! 💥 👏 Congratulations to our winners: @Aelys Saux - Andros @Fabian Höfner - Villeroy & Boch @Bart Scott - CFO Solutions @Andrea Del Pero - Bios Management…
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U.S. Stagflation and the Eurozone: What’s at Stake?
When Natalie Gallagher, Principal Economist at Board, visited Board Beyond DACH, we seized the opportunity to sit down with her for a high-level conversation about the U.S. economy’s current trajectory—marked by rising inflation, slowing growth, and policy uncertainty—and how these trends are already sending ripple effects…
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8,000 Members, One Powerful Community
We’ve just hit an exciting milestone of 8,000 Board Community members! Whether you’re new or you’ve been around since the beginning through all phases of the Community, we’re thrilled to have you here for all the knowledge, updates, and innovation. Community is here for you—the Board ecosystem—to provide a hub for insight,…
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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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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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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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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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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…
