Are you a Planner or Solution Maker using Board for FP&A, Financial Consolidation & Close (FCCR), Supply Chain Planning, or Merchandise Planning?
The UX Research team is looking for customers to participate in a 60-minute remote research session to better understand how you create and utilize planning and reporting solutions with Board.
This is an open, conversational interview, where we learn about your day-to-day work, the challenges you face, and what helps you build successful planning solutions. Your feedback will directly influence how Board evolves and help us create a better experience for enterprise planning teams.
Who we're looking for
We're inviting users from Enterprises who are:
- 📊 Planners – users who analyze data, create reports, build forecasts, and support planning processes.
- 🛠️ Makers – users who design, develop, or maintain Board solutions for their organizations.
Session details
- 🗓 When: July 13 – August 21
- ⏱ Duration: 75 minutes
- 🌐 Format: Remote (MS Teams)
- 🎙 Moderator: Samanta Fink, Senior UX Researcher
- 📝 Observer: UX Designer, Product Manager, or Developer (depending on availability)
Why participate?
By sharing your experience, you'll help us:
- Improve the planning and reporting experience in Board.
- Better support enterprise planning workflows.
- Inform future product decisions across FP&A, FCCR, Supply Chain Planning, and Merchandise Planning.
- Ensure Board continues to evolve based on real customer needs.
If you're interested in participating, we'd love to hear from you!
Register
