Board EPM Health Check
Lift the bonnet on your Board planning solution.
As your organisation changes, your Board solution can gradually drift away from the way the business now plans, reports and makes decisions. New structures are added. Reporting requirements expand. Data volumes increase. Integrations evolve. Users change roles. Workarounds become part of the process.
Over time, this can affect performance, governance, usability and confidence in the planning process. The GK Horizons Board Health Check gives you a practical view of what is working, what is slowing you down, and what needs attention across performance, model structure, security, integrations, reporting and usability.
It helps you understand whether your Board solution is still set up to support how your organisation now plans, reports and makes better decisions.
Why You Might Need a Board Health Check
A Board solution is usually built for a clear purpose at a point in time. But organisations move on.
Structures change. Reports multiply. Users come and go. Planning cycles become more detailed. More data gets loaded. More calculations get added. Someone builds a workaround that becomes business-as-usual.
A Board Health Check may be worth considering if:
- Reports or planning screens are taking longer to load
- Budgeting or forecasting steps are becoming harder to explain
- Users are exporting to Excel to work around the system
- Data loads or scheduled tasks need more manual checking
- Roles, permissions or folder access have not been reviewed for some time
- Dashboards or reports no longer reflect how leaders want to view performance, or
- The system still works, but finance is working too hard to keep it moving.
A Health Check helps you understand whether the system needs a tidy-up, a tune-up or a more serious rethink.
What We Review
Our Board Health Check looks at what is working, what is slowing you down, and where practical improvements can strengthen performance, governance, usability and planning confidence.
1. Administration, Licences and User Access
2. Model Management and Structure
3. Performance and Maintainability
We review licences, users, roles, application profiles and folder security to confirm access is appropriate, licences are used effectively, and permissions still reflect how the business works today.
We review time ranges, entities, relationships, cubes, rules, procedures and naming conventions to identify where the model may have become too complex, too detailed or harder to maintain.
We look for the areas affecting speed and upkeep, including slow reports, long-running procedures, oversized cubes, unused objects, heavy calculations or processes that make Board harder to support.
4. Integrations and Automation
5. User Experience, Reporting and Dashboards
6. Architecture and Future Fit
We review data readers, drill-through and scheduled tasks to understand how data moves through Board, where manual checking can be reduced, and how reporting confidence can be strengthened.
We review planning screens, dashboards, reports and user guidance to see whether people can move through the process clearly and understand what the numbers are telling them.
We consider whether your current Board design still fits how your organisation plans and reports today, or whether the model needs a clean-up, tune-up or more serious rethink.
7. Feature Adoption and Future Opportunities
We assess whether newer Board features, improved dashboards, workflow, Microsoft Office add-ins or reporting enhancements could help reduce workarounds and lift more value from the existing solution.
What You’ll Receive
At the end of the Board Health Check, you receive a practical set of findings and recommendations that can be used to guide both immediate improvements and longer-term planning decisions.
Board Health Check Report
Prioritised Recommendations
Performance & Usability Improvement Plan
A structured report outlining what we reviewed, what we found, and where improvements can be made across administration, security, model management, integrations, performance, usability and feature adoption.
A clear view of which actions are urgent, which are quick wins, and which should form part of a longer-term roadmap.
Recommendations to improve speed, simplify user experience, reduce confusion and support better planning and reporting outcomes.
Governance and Security Review
Integration and Automation Opportunities
Future Architecture Considerations
A practical assessment of roles, users, permissions, folder security and database security to support stronger control and clearer ownership.
A review of where data movement, data readers, drill-through and scheduled tasks could be improved to reduce manual effort and strengthen confidence in reporting.
Where relevant, we identify whether your current Board design is still fit for purpose, or whether a future re-architecture should be considered.
Why GK Horizons
GK Horizons helps finance teams get more value from their planning, reporting and performance management solutions.
We bring hands-on experience across Board, Workday Adaptive Planning, Jedox, Acterys and Power BI, giving us a practical understanding of how planning solutions evolve after implementation. We understand that the issue is not always the platform itself. Often, the challenge is that the model, processes, integrations and governance have not kept pace with the organisation.
Our role is to help you understand what is working, what is slowing you down, and what needs to change so your Board solution can continue supporting better decisions.
GK Horizons brings over a decade of experience helping finance leaders across not-for-profit, government and commercial sectors configure planning and reporting capability that prioritises decision quality, time-to-insight and long-term value.
Book Your Health Check
Take the first step towards a faster, cleaner and more effective Board planning solution.
Complete the form and we’ll contact you to discuss your current Board set-up, the challenges your team is experiencing, and whether a Board Health Check is the right next step.
