There’s nothing more rewarding than hearing excitement from our customers. For Merche Boronat, Director of FP&A at TD SYNNEX, gaining visibility and control through a streamlined, automated planning process was a true turning point. 

A bit of background: TD SYNNEX is a global IT distributor with a presence in over 100 countries, supporting more than 150,000 customers across sectors with the help of 23,000 team members. When Merche described what their planning process looked like before implementing Board, the contrast was striking. 

During a recent conversation hosted by Board, Merche Boronat, Director of FP&A at TD SYNNEX, shared how her team overcame systemic planning challenges and transformed their workflows. From process inefficiencies to improved visibility and control, her insights reveal the real-world impact of modernizing enterprise planning with Board. 

Here are four takeaways from our conversation:

From Manual to Modern: Implementing Continuous Planning

Before implementing Board, TD SYNNEX faced significant challenges in consolidating plans across over 100 countries. The process was heavily reliant on Excel, email, and even snail mail, making it difficult to account for varying local currencies and nuances. Now with Board, planners can now submit and approve plans that are continuously updated and automatically synchronized with the central system.

This shift provides a real-time, dynamic view of progress, allowing central decision-makers to react quickly with accurate, up-to-date insights. The integration of historical data further enriches the planning process, enabling the central team to communicate more effectively with regional teams. This seamless, continuous loop of planning ensures that all teams stay aligned and responsive, facilitating quick decision-making and a fully integrated, efficient planning cycle.

Security and Flexibility at Scale

Board’s granular security and approval levels are a true game changer. Planners across different regions can work according to their unique workflows—whether by vendor, product, or reporting line—while central teams have individual regional oversight. Tasks are clearly flagged and assignments can be automated, making the process both faster and more secure.

Essentially, this flexibility empowers planners to work without the limitations of clunky, manual systems, and to meet the demands of real-time expectations. The result is greater consistency, time savings, and more capacity to focus on what matters most: making better, more impactful decisions.

“It has brought flexibility and efficiency to all of our operations… and especially the planning cycles.” — Merche Boronat

Empowering Local Teams with Scenario Planning

Board gives local planners the autonomy to model multiple scenarios, from best case to worst case and everything in between, without duplicating effort or building new models. This capability helps regional teams stay aligned with central strategy while remaining responsive to local market conditions.

Consolidation and Customization Without IT Bottlenecks

One of the most impressive aspects of TD SYNNEX’s implementation is that it’s almost entirely managed in-house, by just two (yes 2) non-developer team members. Board’s flexible and user-friendly architecture allows quick updates and iterations, with the ability to respond rapidly to ideas from planners across the 100+ countries they serve. This has led to faster innovation, better adoption, and a highly personalized system that evolves with the business.

Changes and disruptions are inevitable. Being able to identify, shift, adapt and proceed are where companies can fumble and fall behind. Merche mentioned being able to 100% personalize the platform, making it truly a system built to power TD SYNNEX’s unique needs.

TD SYNNEX’s journey with Board is a clear example of how the right technology can streamline operations and empower planners with real-time data, scenario planning, and flexible configuration.

As Merche shared, this isn’t just about better planning, Board “allows total flexibility” in the continuous planning cycle.  Catch up on the full conversation, watch now. 

See how this works in your organization. Request a demo.