Leadership and data · Live demo
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
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Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Directors read the board pack at night or on a plane, and their questions arrive as emails to the CFO the day before the meeting. Simple lookups crowd out the questions that need real discussion.
How it works
- Reads the current board pack and the finance data behind it
- Answers questions in plain words, with the page and the source
- Keeps the pack confidential to the board and the executive team
- Passes questions of judgement, like whether a forecast is realistic, to the CFO
- Records every question and answer in the board portal Q&A log
What it connects to
- Caroline (board director)Page 9 says Managed Services margin fell three points in the third quarter. Why?
- AgentGross margin there was 31.2 percent in Q3, down from 34.1 percent in Q2. Two causes: 212 thousand dollars of one-off transition cost for the new Quenby Retail Group contract, and service desk contractor spend up 18 percent while two team lead roles were vacant.
- Caroline (board director)Will it recover in Q4?
- AgentManagement's forecast on page 11 puts it back at 33.5 percent, because the transition cost doesn't repeat and both team leads started in October. Whether that's realistic is one for Helen Marsh, the CFO. Shall I put the question to her?
- Caroline (board director)Yes, and ask for contractor spend by month.
- AgentDone. Helen has both requests, and her answer will go in the board portal Q&A log before the meeting.
Illustrative conversation. Names, numbers and details are made up.
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