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Propriety Group

About Propriety Group

Propriety Group is a strategic performance management partner helping finance and operational leaders turn data into decisions. We combine financial planning expertise, data strategy, and technology delivery to help organisations plan smarter, execute faster, and evolve with confidence.

Board and Propriety Group Partnership

Through our partnership with Board, we deliver intelligent EPM ecosystems that unify planning, reporting, and analytics. Our approach goes far beyond implementation, we advise, counsel, and recommend at every stage, ensuring clients invest in solutions that truly deliver the outcomes they want and need.

We support leaders step by step to achieve their near- and long-term strategic goals helping them adopt or adjust their approach as their business evolves. Every engagement is built on measurable results: improved forecast accuracy, faster decision cycles, and stronger strategic alignment across finance and operations.

Our PG Care programme provides ongoing optimisation and innovation support, from deep diagnostics, UX enhancements, and process efficiency reviews to dedicated helpdesk services and quarterly business value reviews. This ensures every Board platform remains fast, trusted, and ROI-positive preventing drift, maximising adoption, and keeping business strategy front and centre.

Industry Expertise

With expertise across Legal, Financial Services, Professional Services, Hospitality, and Manufacturing, our consultants understand the complexity of modern enterprises. Together, Board + Propriety Group empower organisations to connect strategy with execution and turn data into measurable growth.

Specialty

We specialise in building intelligent, connected planning ecosystems that grow in value over time. Our experts don’t just implement , we advise, guide, and optimise. Through our PG Care framework, we deliver EPM diagnostics, licence value checks, and continuous enhancement programmes that align technology with business goals.

Each engagement includes proactive system tuning, tailored training, and governance, ensuring clients evolve their planning capability as their business changes.

With Board, we turn forecasting and performance management into a true strategic advantage, driving confident decisions, faster insight, and long-term business impact.

Joint Customers

OC&C
Lore Group

  • Partner Category Consulting, Implementation
  • Countries Served United Kingdom, United States
  • Industries Served (Discrete) Manufacturing, Agriculture & Farming, Automotive, Banking & Finance, Chemicals, Construction, Consumer Packaged Goods, Distribution & Wholesale, Education, Entertainment, Government & Public Administration, Healthcare, Housing & Real Estate, Insurance, Logistics, Make-To-Order Manufacturing, Metals, Mining, No Profit, Oil & Gas, Pharmaceutical, Professional Services, Publishing & Media, Research, Retail, Telecommunications, Textile, Tourism & Hospitality, Transportation, Utilities
  • Solution Expertise Board Foresight and Signals, Board XPA/IBP, Financial Close & Consolidation, Financial Planning & Analysis, HR/Workforce Planning, IT Planning, Marketing Planning & Analytics, Merchandise Planning, S&OP Supply Chain Planning, Sales Perfomance Management

Propriety Group Overview Brochure

Download the brochure

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