Monthly Customer News Update - January 2024

Sandra Bartl

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Here are this month's highlights:

• Board recognized as a leader in the Gartner® Magic Quadrant™ for Financial Planning Software for the second year in a row 
• Using dummy entity elements for budgeting purposes
• Board CTO Nelson Petracek dives deep into AI in a podcast with BI or DIE

Happy new Year!

Sandra & Katie from Customer Marketing

Board named a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software

We are thrilled to share the news that for the second year in a row, Gartner® recognized Board as a Leader in the Magic Quadrant™ for Financial Planning Solutions. Gartner recognizes Board's strengths in the areas of data integration, workflow automation, and market responsiveness. 

To see why Board was named a leader and learn more about the strengths for which we were recognized, read the full report here.

Collaborating with customers like you to develop innovative projects, solve complex business problems, and create new features within the solution has allowed us to reach new heights. Thank you for helping us to achieve this win!

» Download the Report

Unified merchandise financial planning for all brands

The merchandise planning department at Betty Barclay implemented Board to unify planning for its brands/ markets/ channels, provide data for order planning, and replace more than 600 complex Excel spreadsheets. 

» Watch the Interview

Enhanced FP&A and financial consolidation

The finance team at Queensland Airports Limited (QAL) selected Board to streamline the planning process and serve as an all-in-one solution for forecasting, financial consolidation, and more. 

» Learn more

Dummy entity elements for budgeting purposes

In planning processes, sometimes it is necessary to manage new occurrences that don’t exist in real life yet, which means creating provisional elements in the master data that will serve only for planning purposes. To learn how, check out this Community article.

» Continue reading

2023 Board Customer Award Winners

As we wrap up an incredible year of transformative customer projects, we're excited to share with you the winners of the annual Board Customer Awards 2023. To learn more about these inspiring customers, check out the Community blog.

» Meet the Winners

Watch now! Board experts answer community questions

In December we talked with Gareth Giles Knopp and Gabriele Gallo about leveraging Board to its fullest, what great adoption looks like, and more. Our community members submitted excellent questions and there was no shortage of topics to discuss.   

» Watch the December session now and keep your eye out for future AMAs.

Using Gen AI for Successful Business Planning

In an insightful interview on the BI or DIE podcast, Nelson Petracek, Board Chief Technology Officer, dives into his thoughts about AI and how it can offer real business value for planners like you. (If you've ever wondered if AI will replace humans, this is the podcast for you!)

Nelson gets into the specifics of how AI can augment and improve your job, automate processes, and enable more analysis. 

» Listen now

Share your voice

We would like to invite you to participate in The BARC Planning Survey 24, the world's largest annual survey of planning and budgeting software users. 

For completing the survey you will:

• Enter a drawing to win one of ten $50 Amazon gift cards
• Receive 150 points in the Board Advocacy Program

The survey runs until February 11. Thank you so much for participating!

» Get started now