Monthly Customer News Update - Summer 2024

Sandra Bartl

Goodbye Manual, hello Knowledge Base

Summer is here (at least for those in the Northern Hemisphere)! And while we grab our kids, pets, tents, swimwear, hiking boots, or whatever else we consider necessary to enjoy the season, we wanted to share some quick reads and helpful videos to keep you up to date:

• FP&A Trends E-Book: Transformative Power of AI
• Goodbye Board Manual (hello Knowledge Base)
• Multichannel marketing planning at OTTO Group
• How SHARK is improving S&OP efficiency
• Secure your $25 voucher by writing a review

Enjoy these resources—and your summer!

Sincerely,

Sandra from Customer Marketing

E-Book: The Transformative Power of AI

Artificial Intelligence may be the buzzword of the year. But it’s already having a profound impact across multiple industries. A recent survey of finance leaders found that 8% were early adopters—but 61% were planning to implement AI soon, so the business landscape is poised for significant change. 

• See how teams can integrate AI/ML into traditional tools.
• Get best practices for overcoming barriers to adoption.
• Explore use cases such as revenue forecasting and customer retention that can impact your bottom line.

Get your copy

Goodbye Manual, hello Knowledge Base

We are excited to introduce the new Board Knowledge Base, which features a brand-new user interface and enhanced experience. The Board Knowledge Base replaces the traditional Board Manual from version 14 onward, serving as a comprehensive support center with a wealth of resources that extend far beyond standard documentation.

Check it out

- - - - - - - - - - - - - - - - Retail news - - - - - - - - - - - - - - - -

Elevating Multichannel Marketing Planning at OTTO Group

Marketing craved a solution that would not only expedite planning but also free them from tedius number crunching. They needed a platform that allowed them to translate marketing strategies into actionable budgets and data-driven decisions.

Read more

- - - - - - - - - - - - - - - - S&OP news - - - - - - - - - - - - - - - -

Improving Sales & Operations Planning efficiency at SHARK

SHARK, a global leader in motorcycle racing helmets, faced challenges due to complex global supply chains. To address these challenges, SHARK used Board to integrate sales, manufacturing, finance, and logistics functions. This resulted in improved decision-making, inventory management, and production capacity planning to better anticipate supplies and production and avoid overstocking or shortages.

Watch the video

- - - - - - - - - - - - - - - - Community news - - - - - - - - - - - - - - - -

What makes a great Board developer?

Adrian Alzona, former Director of Information Technology of the Rossdown Group of Companies, shares five personality traits to look for in a candidate when planning to expand the Board team.

Learn more

How to loop procedures

When developing business logic in Board applications it sometimes becomes necessary to perform calculations individually for each Member of an Entity. In Board, this can be achieved through different means. This document is to review different methods of “looping” and their use cases.

Learn more

- - - - - - - - - - - - - - - - Advocacy news - - - - - - - - - - - - - - - -

Leave a review and receive $25

We invite you to leave a brief review on G2Crowd about your experience with Board. Your feedback not only helps people like you make better technology decisions, but for a special time you can also receive $25 (or equivalent) as a thank you. Take a few minutes to write your review.

In addition, you can claim 150 advocacy points for your feedback. Connect with customer_marketing@board.com for details.

Write your review

- - - - - - - - - - - - - - - - Academy news - - - - - - - - - - - - - - - -

The final installment of the series, Level 300: Expanding Board in Your Organization (Part 2 of 2), is ready for learners. In Level 300 Part 2, learners will continue with the same solution from Part 1, where they expanded the planning solution into other departments of the sample customer’s business. Then they will add advanced security features, system administration roles, and user access settings.

Learn more