The Better Habits Edition
Small ways to make Board easier to use, manage, and improve.
This month’s edition is about the small habits that make Board easier to use, manage, and trust every day. From quick learning resources and access checks to better screen design and peer examples, these are practical updates your team can act on now.
Best,
Sandra
Head of Customer Marketing
INSPIRE
What’s Shaping Planning Now
AI and the Future of Enterprise Planning
As AI becomes part of planning, trust, context, governance, and human oversight matter more than ever. This CPO Perspective explores what organizations need to make AI useful for real planning decisions, not just faster answers.
Watch the Series
FP&A Roles in the AI Era
AI is changing what FP&A teams are expected to do, from producing numbers to shaping better business decisions. Join this webinar to explore how five key roles — Analyst, Data Scientist, Architect, Storyteller, and Influencer — are evolving, and how finance leaders can redesign their teams for stronger planning, sharper insights, and greater business impact.
Register now
What IFRS 18 means for finance teams
IFRS 18 will change how organizations structure the income statement, communicate business performance, and manage reporting transparency. Join Board and Genpact on 5 November to explore the new requirements, practical implementation considerations, and the role of technology in supporting consolidation, reporting, and planning.
Register now
APPLY
Better Planning in Practice
How Hawes & Curtis Connected Merchandising and Finance
Hawes & Curtis moved beyond Excel-heavy reporting and legacy systems, cutting Monday reporting from 2.5 hours to less than 10 minutes while giving merchandising and finance one shared view of retail performance.
Watch the Video
Board AI: Real World Customer Examples
See how Board customers are using AI in real workflows, from variance analysis and reconciliation to forecasting and demand planning, with concrete examples from finance and operations teams already putting it to work.
How Board AI is being used
ENABLE
Make Board Even Easier to Use
Learn Everyday Board Tasks Faster with BoardBytes
BoardBytes are short, practical videos designed to help users refresh simple tasks quickly, with new topics planned based on Community input.
Explore BoardBytes
Build clearer Board Applications with Board Screen Design
The new Board Screen Design guidance gives Board makers practical UX/UI standards for structure, hierarchy, readability, spacing, and component sizing.
Learn more
See our Operational Agents in Action
Two October webinars show how Board Agents can help planning teams surface risks earlier, understand what changed, and compare response options across connected workflows. Join the Merchandiser Agent session on 21 Oct or the Supply Chain Agent session on 22 Oct.
Register for the Webinars
Best Practice: Cube Maintenance Strategy
Over time, large applications can accumulate historical data, zero-value tuples, and obsolete sparse combinations that affect cube size and performance. This best-practice article explains when to use Clear Cube, Optimize, and Extract-Clear-Reload as part of a stronger maintenance strategy.
Read the Guide
Admin Notes 1: IP Allows-List
For Board Cloud customers using IP allow-listing: please ask your IT or network team to review the latest update and make any required changes before 1 November 2026. This helps avoid access issues for users connecting to Board from restricted network environments.
Learn more
Admin Notes 2: Installers
If you use an on-premise deployment, please note the updated process for accessing Board software installers. B12 and B14 installers remain available in Community, while B15 versions and patches now require a Board Support ticket.
Learn more
ENGAGE
Share What Works
Show us a Board Dashboard Worth Stealing Ideas from
What makes a dashboard genuinely useful? Sometimes it’s a smarter layout, a clearer KPI view, a better chart choice, or one small design tweak that makes everything easier to understand. Share a dashboard, KPI view, design tip, or before-and-after that could inspire another Board user. You’ll help the Community and earn the September badge.
Share your best
Progress often starts quietly, in the small changes teams keep coming back to.
