The Performance Edition
AI, Forecasting, CX Insights & Outlook
Welcome to the first Board newsletter of 2026. This edition focuses on performance: accelerating cycles, improving forecast confidence, and turning intelligence into action across finance and operations:
You’ll also find practical learning resources, an upcoming webinar about the Office of Finance Board Agents, and a few important product updates.
Warm regards,
Sandra
Head of Customer Marketing
Performance Vision
How AI and continuous planning raise the bar for results
Part 2: Agentic AI Moves from Vision to Performance
Agentic AI is evolving from promise to measurable impact. In Part 2 of our Market Guide, discover how focused AI agents drive outcomes across FP&A, consolidation, merchandising, and supply chain.
Dive into Part 2
The Rise of Agentic AI in Finance: From Automation to Autonomy
Explore how finance teams can advance from reactive workflows to autonomous, insight-driven decision-making powered by emerging AI agents.
Read more
Lessons from the Leading Edge: Successful Delivery of AI & GenAI
A fresh industry study examining what separates successful AI transformations from stalled initiatives. Practical lessons, real-world benchmarks, and the critical success factors leaders need to turn AI investments into operational results.
Get the Study Insights
Take on Board: Customer Experience Report 2025–2026
This year’s Customer Experience Report brings together your feedback, our response, and what’s next. See how over 1,200+ survey answers, and 3,000+ business reviews and meetings translated into concrete changes across the platform, AI (Signals, Foresight, Agents), services, Academy, Community, and our partner ecosystem – plus what we’re prioritizing for 2026.
Get the report
Economic Outlook
The January 2026 US Manufacturing Outlook points to a two-speed manufacturing environment, with durable goods outperforming and nondurables under margin pressure. Inventory corrections and tariff uncertainty continue to impact near-term conditions, with improvement expected in the second half of 2026.
Watch now
Performance in Action
What high-performing planning looks like in real organizations
Zentiva Accelerates Month-end Close by Two Days
By unifying planning, consolidation, and reporting on Board, Zentiva shortened its monthly close, raised data transparency, and empowered both HQ and local teams with a single, trusted source of truth.
See how Zentiva did it
Hamilton Bright Improves Forecasting and Consolidation
Automating 60% of FP&A processes, 70% more time to do analysis, and reducing errors by 30% are impressive numbers and the results of a process replacing manual work with automation at the leading full-service field marketing agency in the Benelux.
What's the secret?
Perform Smarter in 2026
(On-demand) Insights to sharpen planning and execution
Finance Transformation with Board Agents
Get a firsthand look at how Board Agentsare reshaping finance transformation — automating analysis, supercharging planning, and turning agility into competitive edge. These AI-driven assistants help teams monitor trends, simulate scenarios, and surface insights you actually care about (not just charts).
Join the webinar to
- See how AI Agents support FP&A, forecasting, and continuous planning
- Understand what smarter, faster decision making looks like in action
- Stop reacting — and start predicting with confidence
Your spot to step into the future of finance
Inside the Crystal Ball: Five Transformative FP&A Trends for 2026
Featuring customer EBSCO, this session explores the forces shaping FP&A performance this year and how leading teams are adapting.
Watch the session
Inside Retail Planning Transformation: Lessons from Charles Tyrwhitt
Discover how Charles Tyrwhitt modernized retail planning and improved responsiveness using Board.
Watch the transformation story
Product & Community
What’s new in the platform and how your peers are working with it
Board 14.5 is Available
Highlights include Datasets as a new semantic layer, improvements to Procedures and Integrated ALM, and a smoother experience in Presentations. Administrators now have centralized views for Send To configurations and subscriptions, while Flex Grid users benefit from new row styling options, including double borders.
Learn more
Product Update: GCR is now FCR
We’ve updated the name of GCR (Group Consolidation & Reporting) to FCR (Financial Consolidation and Reporting) to better reflect how finance teams use Board today. This is a name change only. Nothing changes in your setup, data, access, or roadmap. You’ll simply see the new name in the product and documentation.
Learn more
Integrating Board and Scribe: A Smarter Approach to Planning Documentation
See how teams simplify process documentation and improve consistency using Board together with Scribe.
See how the integration works
Center of Excellence Tip
Avoid date-time substitution formulas in backup custom paths to increase stability in automated workflows.
Apply the expert tip
Looking Ahead
Board Beyond events are returning, and the first dates are now live. Check what’s coming up in your region and don’t miss the opportunity to connect, learn, and exchange with the Board community.
Mark your calendar
The future isn’t a date—it’s a direction.Thanks for moving forward with us.
