Case Study: Service Express achieves streamlined budgeting and unified FP&A with Board

Automating key processes and increasing the efficiency of budgeting and reporting

Service Express is a third‑party maintenance provider for mission‑critical data center hardware, founded in 1993 and serving thousands of customers worldwide. The finance team’s budgeting and executive reporting relied on multiple Excel spreadsheets and about 25 functional budget owners, which led to errors, confusion and lengthy budget cycles—prompting the company to look for a centralized, enterprise solution.

Service Express selected the cloud‑based Board decision‑making platform as a single source of truth, replacing spreadsheets with unified planning, BI and analytics. The move streamlined budgeting and reporting, improved visibility and control, enabled rolling forecasts, and automated revenue and headcount targets. After an acquisition, the flexible platform was quickly adapted to new processes (office expansion, headcount planning, approval queues), delivering significant time savings for FP&A.

Service Express, Inc.

Chad Botbyl

Senior Business Intelligence Analyst