Board North — Where Strategy Meets AI
Digital
transformation that improves business performance
Board North helps businesses use AI, automation and data to increase sales, reduce costs, improve visibility and give teams back time.
We combine senior commercial, finance and technology expertise to identify where the biggest opportunities are — then help you implement them.
- Strategy
- AI
- Automation
- Data
- Training
No credible opportunity?
You don’t pay for the Digital Roadmap.
OUR APPROACH
We don’t start with the software.
We start with what you want to improve.
AI should not be implemented simply because the technology exists.
We look at where your business is losing time, money or opportunity — and identify where better processes, data and automation can create measurable value.
01
Increase Sales
Give sales teams better information, reduce administration and create more time to sell.
Improve prospecting, follow-up, CRM processes and real-time sales visibility so your team can focus on the opportunities most likely to drive growth.
02
Improve Finance
Reduce manual reporting and give finance teams faster access to the information the business needs.
Automate repetitive finance processes, improve forecasting and reporting, and turn financial data into clearer, faster decisions.
03
Reduce Cost & Improve Workflow
Remove unnecessary administration and make work flow more efficiently across the business.
Automate repetitive processes, improve accountability and use exception reporting to identify what needs attention — rather than spending time checking everything.
THE OUTCOME
What would better actually look like?
Less time chasing.
Automated workflows keep routine tasks moving.
Less time producing reports.
See the information you need without manually assembling it every time.
More time acting on the numbers.
Give people the information early enough to do something about it.
Better visibility.
See sales, financial and operational performance more clearly.
Fewer surprises.
Use exception reporting to highlight what isn’t happening, not just what is.
Lower operating costs.
Remove unnecessary manual work and duplication.
More time for valuable work.
Give experienced people their time back instead of burying them in administration.
HOW WE WORK
Business first.
Technology second.
Technology creates value when it solves the right problem.
Board North brings together senior expertise across commercial strategy, finance, data, process and technology so that solutions are designed around business outcomes rather than individual software products.
Commercially led
We look first at the commercial outcome: growth, cost, capacity, risk or better decision-making.
Senior expertise
Work directly with experienced finance, commercial and technology professionals rather than a junior implementation team.
Independent thinking
We are not tied to one technology platform. The solution should fit the problem — not the other way around.
Practical implementation
We help move from identifying the opportunity to actually changing the way people work.
DATA & INSIGHT
Create more value from your data
Your business already holds valuable data across systems, spreadsheets and documents. We help you make more of it.
Board North helps you extract, improve and structure your data, then turn it into meaningful analysis, reporting and insight. Using AI, automation and data analysis, we help identify trends, exceptions, risks and opportunities that support better decisions.
Step 1
Extract
Pull data out of the systems, spreadsheets and documents where it lives.
Step 2
Improve
Clean and structure it so it can be trusted and used.
Step 3
Analyse
Use AI and analysis to surface trends, exceptions, risks and opportunities.
Step 4
Act
Turn insight into reporting that supports better decisions.
VENDOR INDEPENDENT
We are independent of individual vendors.
We select technology based on your commercial objectives, existing environment, data maturity and expected return.
We work with the technology that best fits the business — not the other way around.
PowerBI
Fabric
Tableau
Snowflake
If we can’t identify a credible opportunity to create value, you don’t pay for the Digital Roadmap.
We believe Discovery should produce a clear reason to act.
If our assessment cannot identify credible opportunities for AI, automation, data or process improvement that provide a business case for progressing further, we provide your Digital Roadmap at no charge.
SO YOU EITHER LEAVE DISCOVERY WITH
A clear, costed route to improvement
or
You don’t pay for the roadmap.
TRAINING
Give your teams the skills to automate more themselves
Practical AI and automation training designed around the work your teams actually do.
Need something specific? We also design custom training around your systems, processes, data and business objectives.
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team. Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
SCI-TECH DARESBURY
Connected to innovation. Grounded in commercial reality.
Based at Sci-Tech Daresbury, Board North operates at the intersection of business, finance, data and emerging technology. We translate new capability into practical improvements that create measurable value.
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GET STARTED
Where could your business perform better?
If your team is spending too much time on manual work, struggling to get useful information quickly enough, or knows AI could help but isn’t sure where to start, we can help identify the opportunities worth pursuing.