Weāve recently started sharing a new type of post in the Board Community: Field Notes.
Field Notes are short, practical tips and lessons from Board experts who work directly on customer projects and implementations every day. They capture the things our teams learn in the fieldāfrom technical details that can save time when troubleshooting, to broader lessons that can help you prepare for a successful Board project.
The goal is simple: share real-world experience that you and your team can put into practice.
Our first Field Notes have already sparked some good questions and conversations, so if you havenāt seen them yet, here are two worth exploring.
1. How ready is your data?
In Field Notes: Why Data Readiness Matters More Than Ever, Rob Mole, Board Senior Consultant and Community Captain, explores an increasingly important question:
How ready is your data?
Successful planningāand trusted use of AIādepends on more than the models, workflows, and technology you build. It also depends on having data that people understand and trust.
Rob shares practical questions teams can ask early, including:
- Which source is authoritative?
- Who owns each critical dataset?
- Are business definitions consistent across teams?
- How is data quality measured?
- Can users explain where important metrics come from?
You donāt need perfect data maturity before starting a Board project. Understanding where the gaps are, however, can help you identify risks and priorities much earlier.
Why this matters: As AI becomes more involved in planning and decision-making, confidence in the output starts with confidence in the underlying data.
š Read Field Notes: Why Data Readiness Matters More Than Ever
2. Small technical details that can save time
In Field Notes: Practical Tips From Professional Services, Eric Laurin, Principal Solution Architect and Community Captain, shares several lessons from hands-on Board work that can easily fly under the radar.
For example, after restoring a data model following structural changes, reloading the model into memory helps ensure Board is working with the latest structure.
Eric also covers a useful detail around rounding values with INT(x), as well as what to expect when values from Double or Single cubes are loaded into an Integer cube.
These may be small details, but theyāre exactly the kind of lessons that can save time when configuring, restoring, or troubleshooting a solution.
š Read Field Notes: Practical Tips From Professional Services
š¬ Help us build the next Field Notes
One of the best parts of sharing these lessons is hearing what others have learned, too.
What practical lesson from working with Board would you share with the Community? It could be a configuration tip, a data lesson, something you wish you had considered earlier in an implementation, or a simple practice that saved your team time.
Share your experience in the comments. Your lesson might be exactly what another Board user needs.
