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 thriving in this volatile landscape. Confidence in data, forecasts, and decisions must keep pace with global realities to accelerate business performance.
That’s why the future belongs to companies that don’t just plan—but continuously plan.
At Board, we enable this future by helping organizations connect strategy, finance, and operations with AI-powered, continuous planning that’s always on and always in context.
Our "Reimagining the Planner Experience" launch today introduces a vision for self-service, connected, and augmented planning. We’re unleashing three significant advancements, highlighted by a new high-performing user experience and continuous planning fueled by automated macroeconomic insights. This post will further explore how AI collaboration is poised to solve pressing business challenges within this reimagined experience.
The Real Planning Challenge
Every organization plans across three key areas:
- 🎯 Strategic Planning & Modeling
- 💰 Financial Planning & Analysis (FP&A)
- 📦 Commercial & Supply Chain Planning
But here’s the problem: Most companies only do one well. The rest remain siloed, reactive, and misaligned.
Our solution? A unified platform powered by Board Agents—AI-driven, persona-based agents that augment human expertise, collaborate across key areas, and align to the way a business is organized.
Why Simply Accessing AI Isn’t Enough
Let’s be clear: Accessing AI ≠ Adopting AI.
Most vendors are focused on the technology, embedding AI tools without real business context. They’re checking the “AI” box without transforming their business or how decisions are made.
Board takes a different approach. We enable true AI adoption by helping business leaders work with AI directly in their core planning processes—with agents that bring together reasoning and automation in context, mapping to different vertical domains aligned to our solution areas: Financial Planning and Analysis (FP&A), Consolidation and Reporting, Commercial Planning, Supply Chain Planning and HR and Workforce Planning to support decision-makers, not replace them.
Introducing Board Agents: AI That Works With You
Board Agents are both user and AI-driven. The Agents are persona-based and aligned to our solution areas, down to the use case level with in-domain expertise and are Board Aware. This is what makes them unique:
🤝 Collaborative Intelligence: Agents can interact with each other across teams, creating true cross-functional planning. Agents enhance human decision making, they don't replace it.
✅ Contextual AI: They interpret both internal and external data.
➡️Board Aware: Understanding your unique data structures, security, and relationships.
🔍 Persona-Based: Whether it’s a CFO, Merchandise Planner or a Supply Chain Manager, responses and tasks are tailored and performed with in-domain expertise.
🚀 Agentic Capabilities: They simulate scenarios, analyze risks, and recommend actions—all while keeping humans in control to make the decision.
This is Agentic capabilities in action. Not a tool. A true business partner setting you squarely on the path to Agentic AI.
Continuous Planning Comes to Life
Our platform powers three critical continuous planning tasks—all guided by Board Agents:
1. Monitor & Predict
Focus on combining real-time internal and external data to discover the most dependent relationships to foresee performance shifts to respond in an agile manner.
2. Analyze & Simulate
Leverage AI insights to unravel root causes and model “what-if” scenarios to recommend the best action-oriented path for success.
3. Optimize
Empower businesses to make the best decisions under real-world constraints to improve the likelihood of positive outcomes.
Planning Backed by Expert Economists
Unlike others, we don’t just import data—we curate it. Our in-house economists deliver expert-curated external data, connecting the dots between real-time economic indicators, industry-specific trends and internal series data to identify key metrics that best determine your performance. This gives your team the power to forecast accurately, continuous plan and make confident decisions—even in uncertainty.
The Human is Still the Hero
We believe that the decision-maker should always remain in control.
Board Agents don’t replace your team—they enhance, expand and augment them. They help your teams work smarter, align faster, and make confident decisions—together.
And this is just the beginning.
Final Thought
The future of planning isn’t about tools—it’s about continuously planning and making aligned and confident decisions.
It’s not just about AI—it’s about AI in context, AI aligned to your organization structure, and AI working with your people. With agentic capabilities, Board Agents are redefining how humans and machines collaborate.
At Board, we’re building a future where continuous planning is a competitive advantage—and where AI empowers every decision-maker to make confident and aligned decisions.
Ready to join us? Let’s talk.
