Jedox vs Board

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Our analysts compared Jedox vs Board based on data from our 400+ point analysis of EPM Software, user reviews and our own crowdsourced data from our free software selection platform.

Board Software Tool

Product Basics

Jedox is a solution that helps organizations optimize business processes such as budgeting and forecasting through efficient planning, analysis and reporting. Easy to set up and maintain, it has the flexibility to seamlessly integrate with other sources and be tailored to specific needs and industry requirements. Through intuitive user interfaces as well as mobile accessibility, employees of all technical skill levels can work with data on a self-service basis. It provides flexible deployment options, including SaaS, public or private cloud, on-premises and hybrid.

There are four pricing plans which fulfill the varying requirements of different organizations: Essential, Business, Professional and Performance. Suitable for companies of any size, it can help small and midsize businesses make the jump from spreadsheets to a method of more accurately and transparently planning for the future. It also assists global enterprises in centralizing and streamlining their operations for greater efficiency.
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Board Intelligent Planning Platform is a business planning tool that gives companies of all sizes resources to empower themselves and develop better, future-proof practices. It’s especially useful to businesses that have financial, supply chain, sales and operations, and merchandise and retail planning needs.

The software utilizes the Microsoft Azure cloud to give users access from any connected device and uses a low-code customization environment so even the least experienced programmer can optimize its workflow for whatever their company requires.

Pros
  • Easy to use interface
  • Collaborative planning
  • Data visualization tools
  • Flexible reporting options
  • Scalable for future growth
Cons
  • Limited free plan features
  • Can be expensive for large teams
  • Learning curve for advanced features
  • May not integrate with all software
  • Limited customization options
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$160 Monthly
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Tailored to your specific needs
$10,000 Quote-Based
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Tailored to your specific needs
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Windows
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Mobile
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Product Assistance

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24/7 Live Support
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24/7 Live Support

Product Insights

  • EPM and BI Together: Jedox simplifies operations by combining the insights of business intelligence with the strategy of enterprise performance management into one unified platform for integrated planning across the organization.
  • Leverage Existing IT: The platform makes sure that companies can protect the competitive advantages and investments made in their existing technologies. Its data integration connects out-of-the-box to many popular enterprise solutions. Jedox also allows analysts who are comfortable with Excel to bring their skills to Jedox with an intuitive, Excel-like interface, helping with user adoption.
  • Compare Targets to Performance: By incorporating reporting and planning, users can unify actuals with their budget confidently and accurately. Predictive and prescriptive analytics help businesses take proactive action with forecasting, as well as assist them in translating strategy into execution.
  • Improves Collaboration: Through its online platform, users can build reports, visualizations and dashboards together, and share data with other teams and entities within their organization. 
  • Scalability: The platform features innovative technologies like cloud computing, artificial intelligence and its multidimensional in-memory database, ensuring it is future-proof to scale up to thousands of users as businesses grow and move forward.
  • Real-Time Insights: Users can access up-to-date dashboards and personalized insights from any modern web browser or the mobile app on a self-service basis. Through this, the system eliminates the need to distribute, collect and process spreadsheets, as well as the arduous process of manual reconciliation.
  • Free Trial: Interested users can register for a 14-day free trial of the SaaS version, Jedox Cloud, which provides access to the full functionality of the platform and its add-ons in the Jedox Marketplace.
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  • No Experience Required: Users of any skill level can get into Board and immediately start optimizing their business planning with a comprehensive set of tools for business intelligence, performance management and predictive analytics. 
  • All-in-One Platform: Board provides the resources to handle everything from flat-file data to ERP, with a user-friendly interface that serves expert and beginner users alike. 
  • Adaptable Use Cases: Financial planning and analytics, accounting reporting and consolidation, supply chain planning and management, and merchandise and retail planning can all be handled and optimized using Board’s robust set of corporate and departmental modules. 
  • Customizability: Board gives businesses the ability to not only handle processes out of the box, but also to create custom workflows and modules for their specific needs. 
  • Self-Service Analytics: Gain insights into business performance, forecast trends and develop better strategies without sophisticated IT knowledge or assistance. 
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  • Data Integrations: The platform’s built-in integration tool, Jedox Integrator, uses extract, transform, load (ETL) processes to wrangle data. It creates a seamless integration for self-service connectivity, with more than 50 out-of-the-box connectors and more available for various databases, cloud data sources, ERP, CRM, BI and marketing systems. 
  • Excel Add-in: Jedox enables users who are more comfortable working in Excel to access the budgeting, forecasting, planning and analytical functionalities of the platform from the native Excel environment. Users can convert their spreadsheets into the solution, building on their existing knowledge of Excel. 
  • Pre-Built Business Content: The solution has a marketplace of pre-built application models and templates tailored for users from industries such as finance, sales, human resources and more. These models come with best-practice solutions to help users start exploring their data quickly.
  • Predictive Analytics: Jedox uses advanced in-memory modeling and artificial intelligence to help users circumvent the volatility of ever-changing data, running what-if scenarios, trend analysis and more. 
  • Data Governance: Jedox allows administrators to manage access to sensitive information at a granular level down to a single cell. It also provides role-based access, event-driven user interactions, audit logs and differentiated licenses for various user types.
  • Mobile App: Jedox has a native, touch-friendly app for iOS and Android systems that helps employees out of the office stay connected to their reports and analytics. The app supports sharing and offline access capabilities.
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  • Adaptable Platform: Board Intelligent Planning Platform can be deployed in a variety of ways depending on specific business needs, and utilizes a proprietary in-memory technology and HTML5 web platform to remain fast and usable regardless of how it’s deployed. 
    • Granular Security: A multi-layer security system provides full control over who has access to what information on a cell-by-cell basis.
    • Metadata Gateway: The software translates data sources into simple, easy-to-read views and imports data into its own format automatically.
  • Powerful Analytics: Board provides automatic and manual analytics features for users of all experience levels to make sense of data and inform future decisions. 
    • Drag-and-Drop Analysis: Build robust analyses from company financial data by simply dragging and dropping information into a visual environment, with built-in machine learning capabilities to handle the more difficult, technical side of analysis. 
    • Multidirectional Drilldown: Create drill paths in any direction, between reports or back to source systems for the most in-depth analysis possible. 
  • Robust Planning: Enter data and use it to determine future plans with Board’s complete set of ERP tools. 
    • Simplified Metrics: Users can create Excel-like formulas to define specific custom metrics and apply them to any of the software's databases. 
    • Real-time Adjustments: Change data metrics and models without affecting user operations. This gives businesses maximum control over planning and forecasting as events unfold. 
  • Business Modeling: Define workflows and onboard employees to ensure maximum organizational efficiency. 
    • Customized Rules: Create and customize boundaries and guidelines for their workflows. Users can also set criteria to help generate more precise predictions. 
    • Adaptive Aggregation: Flexible data aggregation can be performed at any time, automatically adapting data and metrics to new dimensions. 
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Product Ranking

#23

among all
EPM Software

#39

among all
EPM Software

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Analyst Rating Summary

90
83
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98
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87
82
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Revenue Planning
Sales Planning
Cash Management
Workforce Planning
Profitability Modelling and Analysis
Profitability Modelling and Analysis
Revenue Planning
Reports and Dashboards
Planning, Budgeting,and Forecasting
Sales Planning

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jedox
Board
+ Add Product + Add Product
Capital Expenditure Planning Cash Management Financial Consolidation And Reconciliation Planning, Budgeting,and Forecasting Platform Capabilities Profitability Modelling And Analysis Project Planning Reports And Dashboards Revenue Planning Sales Planning Workforce Planning 81 98 87 93 91 97 64 88 100 100 98 79 81 82 86 75 100 81 88 100 86 79 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
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25%
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User Sentiment Summary

Great User Sentiment 226 reviews
Great User Sentiment 804 reviews
88%
of users recommend this product

Jedox has a 'great' User Satisfaction Rating of 88% when considering 226 user reviews from 2 recognized software review sites.

89%
of users recommend this product

Board has a 'great' User Satisfaction Rating of 89% when considering 804 user reviews from 5 recognized software review sites.

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4.8 (2)
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4.4 (279)
4.41 (113)
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4.4 (113)
4.5 (134)
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4.6 (157)
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4.3 (232)

Awards

SelectHub research analysts have evaluated Jedox and concluded it earns best-in-class honors for Sales Planning.

Sales Planning Award

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Synopsis of User Ratings and Reviews

Excel Integration: Jedox seamlessly integrates with Excel, allowing users to leverage their existing spreadsheet skills and formulas while benefiting from enhanced data analysis and reporting capabilities. This familiarity reduces the learning curve and empowers users to quickly adapt to the platform.
OLAP Server: The integrated OLAP server enables efficient data analysis across multiple dimensions, empowering users to slice and dice information, drill down into details, and gain deeper insights from their data. This capability is particularly valuable for complex financial modeling and reporting tasks.
Web-Based Interface: Jedox offers a user-friendly web-based interface that allows access to reports and dashboards from anywhere with an internet connection. This accessibility promotes collaboration and facilitates data-driven decision-making across teams and departments.
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Collaborative Planning: Users praise Board's real-time collaboration features, enabling teams to work together seamlessly on plans and share updates instantly, boosting efficiency and alignment.
Flexible & Scalable: Many appreciate Board's adaptability to various planning needs, accommodating diverse data sets, departments, and future growth, making it a future-proof solution.
Data Visualization & Insights: Users value Board's robust data visualization tools, transforming complex data into clear dashboards and reports, aiding in informed decision-making and identifying trends.
Automation & Streamlining: Real user experiences highlight Board's ability to automate repetitive tasks and workflows, freeing up time for strategic work and analysis, improving overall planning efficiency.
Mobile Accessibility: Appreciations are shared for Board's mobile app, allowing users to access plans and data on the go, enhancing flexibility and real-time decision support.
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Steep Learning Curve: Many users find Jedox to be quite complex, especially those transitioning from simpler spreadsheet applications. The interface, while feature-rich, can feel overwhelming to new users due to the multitude of options and functionalities.
Performance Issues: Some users report experiencing slow performance, particularly when working with large datasets or complex models. This can hinder productivity and lead to frustration, especially for time-sensitive tasks.
Limited Mobile Functionality: The mobile app for Jedox has received criticism for its limited functionality compared to the desktop version. This can be a drawback for users who require on-the-go access to their data and models.
Cost: Jedox's pricing structure can be a barrier for smaller businesses or those with limited budgets. The cost of licenses and implementation services can add up quickly, making it a significant investment.
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Complex Calculations: Limited transparency in formula calculations, hindering troubleshooting and advanced analysis.
Macro Restrictions: Restricted macro functionalities might constrain automation and specialized workflows.
Navigation Challenges: Unintuitive interface layout and navigation, leading to user frustration and inefficiency.
Mobile Limitations: Limited mobile app functionalities compared to desktop version, restricting accessibility.
Restricted Dashboard Design: Limited design freedom for dashboards, impacting user preferences and visual clarity.
Scalability Concerns: Performance issues reported with large datasets, potentially hindering scalability for growing companies.
Opaque Pricing Structure: Lack of clear pricing information and complex licensing tiers, making cost estimation difficult.
Limited Support Availability: Reported challenges with timely and comprehensive support responses.
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Jedox has garnered a reputation for its robust data modeling capabilities and Excel integration, making it a popular choice for organizations with existing Excel-based processes. Users appreciate the familiar interface and the ability to leverage their existing Excel skills, reducing the learning curve and facilitating user adoption. The platform's strength lies in its ability to handle complex calculations and data manipulations, making it suitable for financial planning, budgeting, and forecasting tasks. However, some users find the interface outdated and less intuitive compared to modern cloud-based solutions. Additionally, while Jedox offers cloud deployment options, its on-premise roots can lead to challenges with scalability and accessibility for remote teams. When compared to competitors like Anaplan and Adaptive Insights, Jedox stands out with its powerful OLAP engine and Excel integration. This makes it a preferred choice for organizations that prioritize data analysis and manipulation capabilities. However, Jedox may fall short in terms of user-friendliness and collaboration features, where cloud-native platforms often excel. The platform's pricing structure, which can be complex and involve multiple components, is another factor that potential users should carefully consider. Ultimately, Jedox is best suited for organizations with strong Excel expertise and a need for advanced data modeling and analytical capabilities, particularly in finance and controlling departments.

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Board, an Intelligent Planning software, garners mixed reviews from users. While praised for its user-friendly interface and extensive customization options, some find its cost and scalability a concern. Let's delve deeper. Users appreciate Board's intuitiveness, making it accessible even to non-technical folks. Its flexibility allows tailoring the platform to specific needs, a boon for organizations with intricate planning processes or unique data demands. Additionally, Board seamlessly integrates with various data sources, simplifying information consolidation for insightful analysis. However, cost can be a barrier, particularly for smaller businesses, as Board can be pricier than competitors. Scalability concerns arise, with some users reporting performance issues when handling massive datasets. While powerful for basic planning, Board might lack the advanced features offered by competitors for highly technical users or complex scenarios. Board sets itself apart by emphasizing visually engaging and interactive reports and dashboards, aiding communication with stakeholders. Its robust mobile app empowers users to access and manage plans on the go, promoting flexibility and remote work. Ultimately, Board's strengths and weaknesses hold varying importance depending on your needs. Budget, data volume, desired features, and user requirements should be carefully considered when comparing Board to other Intelligent Planning software options. Remember, this is just a general overview, and thorough research tailored to your specific context is crucial before making a decision.

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