In today’s business environment, unpredictability isn’t the exception, it’s the norm. Economic shocks, global disruptions, and relentless market changes demand more than traditional planning methods. Organizations must become faster, smarter, and more agile. 

At Board, we believe the answer lies in AI-powered continuous planning where intelligent Board agents bring real-time insight, adaptability, and automation to every step of the process. 

Why Traditional Planning Falls Short 

Planning was once a stable, periodic task. But now, business conditions change by the day. Supply chains shift, regulations evolve, and customer behavior is anything but predictable. 

Quarterly/Monthly reviews no longer cut it. 

Organizations need real-time insights and decision-making agility. That’s where Board agents come in, built to continuously: 

• Monitor internal and external signals 

• Detect emerging trends and risks 

• Simulate potential outcomes 

• Recommend optimal actions instantly 

Board’s AI strategy is anchored in three core capabilities: Monitor & Predict, Analyze & Simulate and Optimize.

 

 

These capabilities help Strategic, Financial, Commercial, and Supply Chain teams move from reactive to proactive, and from fragmented processes to a truly continuous planning cycle. 

At Board, we believe AI should serve business outcomes, not hype. Our approach is pragmatic and purpose-driven, focused on delivering tangible value to enterprises. This philosophy is reflected in our AI strategy, which is built on three core pillars: Planners, Solutions, and Platform.

AI for Real Planners, Real Workflows 

Every day, planners build forecasts, track variances, investigate root causes, and propose resource reallocations, all while navigating business goals, constraints, and evolving market signals. They must also regularly test new ideas across the organization. 

Our AI agents are purpose-built to support these tasks, adapting to the nuances of your business. 

Agents for planners 

Human interaction/review can happen at multiple points as needed:

 

 

 

Using natural language, planners can explore data, surface insights, test scenarios, and even execute actions—all while maintaining full control. 

The agents bring interpretation and reasoning to the table by identifying trends, flagging anomalies, and proposing actions based on both internal metrics and external signals. Once a course of action is validated with the planner, agents help execute it, reflect on outcomes, and refine the next cycle, always in a close loop with human guidance. 

Whether you’re an FP&A analyst optimizing margins, a merchandiser forecasting lift, or a supply chain planner managing disruptions, Board’s AI Agents work as intelligent collaborators to make planning faster, smarter, and more effective. 

AI-Powered Planning Solutions, Built on 25+ Years of Expertise 

We’ve embedded decades of enterprise planning experience directly into our platform. Our pre-configured, yet fully customizable, solutions span: 

• Financial Planning & Analysis 

• Merchandise Planning 

• Supply Chain 

• Workforce Planning 

 

Each solution allows agents to learn your specific business model, data structures, and reporting logic. This deep context-awareness means agents can immediately leverage what you have already built, whether it’s standardized dashboards and reports from Board’s preconfigured solutions or custom, tailor-made visualizations and KPIs developed for your unique processes. Rather than starting from scratch, the agent enhances and adapts to your existing planning assets, generating more relevant insights and faster recommendations.   

This context-awareness allows agents to generate insights, recommendations, and simulations that reflect your actual planning model, not a generic framework.  

👉 Explore our solutions for Financial Planning & Analysis, Consolidation and Reporting, Commercial Planning, Supply Chain Planning, and HR/Workforce Planning. 

A Future-Proof Platform for Agentic Planning 

Successful AI-driven planning depends on more than just algorithms. That’s why we built our platform to address four foundational needs that every successful agentic system must address:

 

 

 

1. Smart Business Data Access: An AI agent’s effectiveness is limited by the data at its disposal. The Board’s multidimensional semantic model exposes a unified, context-rich layer of both internal and external business information, allowing our agents to reason over that data and deliver precise, business-relevant insights. A key enabler here is the platform’s robust use of hierarchies, relationships, and cubes—these aren’t just technical metadata, but core mechanisms for mapping business structures, constraints, and interdependencies. Whether it’s aggregating revenue across product lines or linking operational scenarios to financial outcomes, the semantic model ensures agents interpret data in a way that mirrors how businesses reason about performance. This facilitates more accurate insights, more relevant root-cause analyses, and better contextual scenario simulations.
2. High-Performance Execution: Our in-memory engine enables real-time reasoning and analysis, allowing agents to deliver instant analysis and recommendations. The sparsity engine intelligently skips over irrelevant data combinations, significantly reducing computation time and memory usage without sacrificing accuracy. This high-efficiency foundation allows agents to perform real-time reasoning, run simulations, and deliver context-aware recommendations instantly, even across highly dimensional datasets.
3. Enterprise-Grade Security: In an agentic world, data governance is non-negotiable. Agents operate within the strict boundaries of our enterprise security model: role-based access, data layer protections, and full compliance controls to ensure your business data is secure and trusted. This guarantees that every action taken by an agent respects organizational policies, user permissions, and data confidentiality requirements.
4. Flexible, Scalable Architecture: Built on Microsoft Azure, our platform supports agile growth and integrates seamlessly with your tech ecosystem.

👉 Find us on Microsoft Azure Marketplace

From Vision to Reality 

Board’s agentic planning vision is not a concept or a theory, it’s already transforming businesses. 

Organizations are using our AI agents to: 

• Anticipate disruptions 

• Accelerate forecasts and review cycles 

• Turn planning into a proactive advantage 

By elevating human planners, not replacing them, our AI agents unlock productivity, improve insight quality, and free up time for strategic thinking. 

The Future of Planning Is Here 

Board AI Agents are the future of continuous planning: collaborative, contextual, and intelligent. Let’s build a better way to plan—together. 

➡️ Learn more and see how Board’s agents can transform your planning process.