Dotwork vs Board
An enterprise planning platform for financial, supply chain and retail planning, with business intelligence built in.
Board combines planning and business intelligence for finance and operations, with multi-currency, rolling forecasts and machine-learning forecasting. Dotwork's planning is tied to the operating model, carrying benefits and return beside the cost and connecting plans to the strategies, capabilities and AI they fund.
At a glance
Enterprise planning
Board
Operating model
Dotwork
Usually runs alongside Dotwork
Dotwork connects to it and puts its data in the context of the whole enterprise.
The short version
What each is built for.
Board
Board is an enterprise planning platform that combines planning, analytics and business intelligence in one product. It is used for financial planning and analysis, integrated business planning, supply chain and retail planning, and offers machine-learning forecasting and AI assistance.
- Financial planning, budgeting and forecasting
- Integrated business planning across finance, sales and supply chain
- Reporting and analytics in the same product as planning
- Machine-learning forecasting
Dotwork
Dotwork is an AI-native enterprise operating platform built on the Enterprise Operating Model: one live, graph-based model that connects strategy, capital, work, technology and AI across the enterprise. In planning, it ties technology and investment budgets to benefits and return and to the strategy, capability and cost records the plan is about.
- Planning technology and investment spend against the strategies and capabilities it serves
- Keeping benefits, revenue and return, including NPV, IRR and payback, beside the plan
- Collaborative grid planning with cell history and conflict-safe concurrent editing
- Carrying the same cost to strategy, capability, architecture and AI
The core difference
How Dotwork and Board approach the problem.
Board is a planning and analytics platform that finance and operations teams configure for their own processes. Dotwork is an operating model whose planning sits on the same records as cost, strategy, capabilities and AI.
Context
Board's context is the planning and reporting model a customer configures across finance and operations. Dotwork's context is the operating model, where plans are tied to strategies, investments, capabilities, applications and teams.
Decisions
Board supports planning and performance decisions across finance, sales and supply chain. Dotwork supports decisions about technology and investment funding: what it serves, what it costs to run and what it is expected to return.
Time
Board supports rolling forecasts and machine-learning forecasting alongside budgeting cycles. Dotwork supports plan-versus-actual variance and seeding plans from prior plans or actuals, but does not run rolling or statistical forecasts.
Change
Board changes through the models and screens its customers and partners configure. Dotwork changes by extending a reference operating model with the customer's own objects, fields and relationships.
Architecture and data model
Side by side.
Board is the broader planning and analytics engine across finance and operations, and leads on forecasting and currency. Dotwork's planning is shaped by its data model: a plan line belongs to the same graph as the strategy, capability and cost records it affects.
| Dimension | Board | Dotwork |
|---|---|---|
| Core data model | A multidimensional planning and analytics model configured by the customer | A graph of strategy, investment, capability, application, team, cost and AI records |
| Forecasting | Rolling forecasts and machine-learning forecasting | Plan-versus-actual variance; no rolling or statistical forecasting |
| Currency | Multi-currency planning | No multi-currency planning today |
| Reporting | Business intelligence and reporting in the same product as planning | No-code dashboards, tables and pivots over the operating model |
| Benefits and return | Financial and operational plans configured by the customer | Benefits, revenue and return, including NPV, IRR and payback, on each investment |
| Link to the operating model | Links set through the customer's own model design | Plans tied to strategy, investment, capability, cost and AI records |
The role of AI
Where the AI gets its context.
Both bring AI to planning. Board's AI strengthens forecasting and analysis inside the planning model; Dotwork's AI reaches across plans, cost, strategy and architecture on one graph.
Board
Board offers machine-learning forecasting and AI assistance within its planning and analytics platform.
Dotwork
Dotwork's assistant answers questions across the whole operating model, including plan values once they are published, and its agents can create and update Dotwork records with optional human review. An MCP server, enabled per site, gives outside AI tools access to the same graph.
A fair comparison
Where Board is strong — and where Dotwork is different.
Where Board is strong
- It combines planning, business intelligence and analytics in one product.
- It covers financial planning and integrated business planning, including sales, supply chain and retail planning.
- It supports multi-currency planning, rolling forecasts and machine-learning forecasting.
- Customers and partners can configure planning models and screens to fit their processes.
Where Dotwork is different
- Planning carries benefits, revenue and return, including NPV, IRR and payback, on the same records as the investment.
- Plans are tied to operating-model records, so a plan line connects to the strategy, investment and capability it funds.
- Carries the same cost to strategy, capability, architecture and AI, on one graph.
- Starts from a reference operating model aligned to the TBM Taxonomy, rather than a blank model.
Choosing
Which fits your situation.
Choose Board when
- You want planning and business intelligence in one product
- You plan across finance, sales and supply chain
- You need multi-currency, rolling forecasts or machine-learning forecasting
Board fits finance and operations teams that want planning, forecasting and business intelligence on one configurable platform.
Choose Dotwork when
- Plans must carry benefits and return beside the cost
- Investment plans need to trace to strategies, capabilities and architecture
- You want technology planning on the same model as allocated cost and AI spend
Dotwork fits technology, transformation and portfolio leaders whose plans have to show what they fund, what return they expect and which strategies and capabilities they change.
The bottom line
Choose Dotwork when you want to connect the enterprise across systems and silos — with a lower total cost of ownership.
One operating model across strategy, capital, work, technology and AI, instead of another tool to integrate, reconcile and maintain alongside Board.
FAQ
Questions buyers ask.
Can Dotwork and Board be used together?+
Yes. Board can stay the planning and reporting platform for finance and operations, and Dotwork loads the technology and investment figures it needs onto strategy, capability and AI records. The integration is scoped with each customer.
Does Dotwork do rolling or statistical forecasting?+
No. Dotwork supports plan-versus-actual variance and seeding a plan from a prior plan, actuals or a trend, but it does not run rolling forecasts or statistical forecasting. Board leads there.
Does Dotwork support multi-currency planning?+
Not today. Board supports planning in multiple currencies, while Dotwork's planning works in a single currency.
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