Board Intelligent Planning: 2-week Assessment


Get more with your investment in Board with Quisitive’s Intelligent Planning Assessment program.

Quisitive’s Board Intelligent Planning Assessment program offers a comprehensive two-week engagement to enhance your organization’s financial planning and analysis (FP&A) processes using the powerful Board Intelligent Planning platform. During this assessment, our team of corporate performance management (CPM) experts will review your existing processes, provide guidance on best practices, and develop a tailored solution design to meet your specific needs. By building a strategy for streamlining operations, fostering collaboration, and leveraging accurate data, this assessment empowers leaders and enterprises to make informed decisions and achieve better business outcomes.

Why Board?

Plan smarter, drive business outcomes, and lead transformation.

The Board Intelligent Planning platform is a cutting edge solution designed to revolutionize financial planning and analysis (FP&A) processes for organizations of all sizes. With its comprehensive suite of features, seamless integration with Microsoft Dynamics, and powerful analytics capabilities, Board empowers businesses to streamline budgeting, forecasting, and planning operations.

Recognized by Gartner with over 3,000 customers worldwide, Board is the #1 decision-making platform offering budgeting, forecasting, scorecards, & advanced analytics for any size business.

  • Budgeting Planning & Forecasting
  • Reporting
  • Scorecarding & Dashboarding
  • Financial Consolidation
  • Profitability Modelling & Optimization
  • Analysis & Simulation

Assessment Timeline:

  1. Discovery Sessions (Days 1-5):
  • Collaborative working sessions with subject matter experts, decision-makers, and stakeholders.
  • Thorough review of your current FP&A processes, pain points, organizational goals, and dependencies on Microsoft Dynamics and other operational systems.
  • In-depth understanding of your unique requirements and challenges.
  1. Current Process Assessment and Review (Days 6-9):
  • Our team prepares a comprehensive written assessment, highlighting areas of improvement.
  • Actionable recommendations are provided to address identified pain points and enhance efficiency.
  1. Fit Gap Analysis (Days 10-14):
  • Conducting a thorough fit gap analysis based on the actionable recommendations.
  • Identification of areas where the Board Intelligent Planning platform can deliver significant change and improvement.

What’s Included:

Fit Gap Analysis Report: Detailed report outlining the gaps between your current processes and the capabilities offered by the Board Intelligent Planning platform.

Platform Deployment and Configuration Roadmap: Comprehensive roadmap customized to your organization’s requirements, providing clear steps for deploying and configuring the Board Intelligent Planning platform effectively


  • Optimized Financial Planning and Analysis: Streamline FP&A processes, reduce manual effort and enhance accuracy.
  • Enhanced Collaboration: Foster collaboration and data sharing across departments and stakeholders, enabling a unified approach to decision-making.
  • Accurate and Up-to-Date Data: Leverage real-time data accuracy for informed decisions and business growth.
  • Improved Efficiency: Boost productivity and efficiency with the user-friendly interface and advanced features of Board Intelligent Planning.
  • Actionable Insights: Gain valuable insights and monitor key performance indicators through comprehensive reporting, score carding, and dashboarding capabilities.
  • Expert Guidance: Benefit from our team’s expertise to align financial planning processes with industry best practices.


Quisitive’s Board Assessment is competitively priced between $20,000 and $30,000, based on the complexity and scale of your organization’s requirements. This investment ensures a tailored solution design and roadmap to unlock the full potential of the Board Intelligent Planning platform.

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