Board and Microsoft Foundry Collaborate to Elevate Enterprise Planning
In a strategic move to accelerate intelligent planning across large organizations, Board has announced a collaboration with Microsoft Foundry to embed Agentic AI into its core Enterprise Planning Platform. This partnership aims to deliver an intelligent suite of domain-specific, enterprise-ready AI agents that can assist finance, operations, and strategy teams with faster, more accurate decision making.
The integration of Agentic AI—agents designed to understand, reason, and act within specific business contexts—builds on Board’s reputation as a leading enterprise planning platform. By leveraging Microsoft Foundry’s robust data, security, and cloud capabilities, Board is enabling a more scalable and governable AI fabric that can operate across planning cycles, scenario modeling, and performance management.
What Agentic AI Brings to Enterprise Planning
Agentic AI refers to purpose-built agents that can autonomously perform tasks, synthesize insights, and collaborate with human planners. In an enterprise planning setting, these agents can:
- Prepare and update financial forecasts by drawing from live data sources.
- Run scenario analyses and generate recommendation-ready insights for leadership teams.
- Assist in operational planning, including supply chain, workforce, and capacity planning.
- Ensure governance and compliance through auditable decision trails and role-based access.
By embedding these capabilities within Board’s planning environment, organizations gain a more responsive, data-driven planning cycle. Teams can iterate faster, test more scenarios, and align cross-functional plans with strategic objectives.
Security, Governance, and Compliance
Security and governance are core to any enterprise AI initiative. The Board-Foundry collaboration emphasizes robust data protection, access controls, and traceability. Enterprises retain control over data residency and privacy policies while benefiting from AI-assisted insights that are auditable and compliant with internal controls and external regulations.
Operational Impact and Use Cases
Early pilots show that Agentic AI can shorten planning cycles by automating repetitive tasks, highlighting risks, and recommending optimized financial and operating plans. Common use cases include:
- Automated forecasting and variance analysis for quarterly planning.
- Scenario planning for macroeconomic shifts, with AI-provided sensitivity analyses.
- Integrated finance and operations planning (FiOps) to synchronize budgets, demand, and capacity.
- Strategic portfolio planning with AI-guided investment and divestiture recommendations.
For executives, the combination of Board’s planning capabilities with Microsoft Foundry’s data ecosystem creates a more cohesive, trustworthy planning environment. Decision-makers gain access to actionable intelligence while retaining human oversight where it matters most.
What This Means for the Future of Enterprise Planning
The Board-Microsoft Foundry collaboration signals a broader shift toward agent-based planning in the enterprise. As AI agents become more domain-aware, planners will rely on them to handle routine tasks, surface deeper insights, and guide strategy in near real-time. The result is a more agile planning process capable of navigating complexity with greater confidence.
As enterprises adopt this architecture, integration with existing ERP, CRM, and data lake ecosystems will be critical. The partnership emphasizes interoperability, enabling organizations to leverage their current tech stack while benefiting from AI-driven enhancements that optimize planning accuracy and speed.
