How It Works
Working with Board North is designed to be clear, flexible and low risk.
We support leadership teams at different stages of growth, helping them bring clarity to data, decision-making and execution without forcing them into rigid programmes or long-term commitments.
You don’t need a fully defined brief. You just need a sensible starting point.
Value that pays back in how the business runs
The value of our work isn’t measured by activity delivered. It shows up in how the business feels to run.
Clearer reporting.
Faster decisions.
Less friction between teams.
Our focus is on building operating foundations that continue to deliver value long after the engagement itself.
Your next steps
We make getting started simple by building on what you already have.
Step 1: Assessment
We begin by understanding your business, your vision, and your existing data, systems and processes.
This allows us to identify what’s working, what isn’t, and where clarity is missing, without unnecessary disruption.
Step 2: CFO-led data & insight
Next, we deliver CFO-led data integration, KPIs, dashboards and reporting.
This creates a single, trusted view of performance, giving leadership teams greater confidence in decision-making.
Step 3: Process, automation, AI
From there, we introduce process improvement, automation and AI where they add genuine value.
The focus is on efficiency, clarity and better outcomes, without adding unnecessary risk or complexity.
We upskill senior finance leaders
Strong systems only work when people feel confident using them.
Structured workshops
We deliver structured workshops, online and in person, designed to build practical understanding of data, reporting, automation and AI.
Sessions focus on real scenarios finance leaders face day to day.
Bespoke in-house training
We provide tailored in-house training aligned to your organisation, systems and maturity level.
Training supports how your finance function actually operates, not how it looks in theory.
Fractional CFO & CTO support
We offer specialist fractional CFO and CTO support, giving senior finance leaders access to experienced expertise when it’s needed most.
This supports digital and financial transformation without the commitment of full-time hires.
Engagement models
Choose the level of support that fits your business and scale it as you grow.
Dedicated monthly team
A focused delivery team working alongside your business on a monthly basis, driving progress against clear priorities.
Best suited where continuity, accountability and momentum are essential.
Targeted fractional expertise
Extend your internal capabilities with specialist support such as data engineers, analysts or automation expertise.
Ideal when you need specific skills or additional capacity without permanent headcount.
Dedicated growth partner
Access senior finance leadership to guide growth, strengthen performance and support better decision-making.
Particularly valuable during periods of growth, transition or increased complexity.
We tailor our approach to what works for you
We create a clear roadmap together, then shape the engagement around what works best for your business.
You choose how you want to move forward. We agree priorities, pace and budget upfront, and manage delivery in a way that stays transparent and predictable.
The result is support that fits your goals, your resources and your way of working, without unnecessary complexity.
Dedicated monthly team to deliver specific goals and business growth
We act as a growth partner, working alongside your business with a dedicated monthly team focused on agreed priorities.
Your team may include specialists across data, reporting, automation and systems, all aligned to deliver outcomes, remove bottlenecks and maintain momentum.
This model works best where progress needs continuity, shared context and consistent follow-through over time.
Extend your internal capabilities with specific fractional support
When you need additional expertise or capacity, we can extend your internal team with targeted fractional support.
This might include data engineers, analysts, automation specialists or developers, brought in when needed and scaled back when priorities shift.
It’s a flexible way to access high-level capability without long-term commitment.
Have dedicated fractional CFO support to help grow your business
For some organisations, senior financial leadership is the missing link.
Our fractional CFO support provides experienced, commercially focused leadership to guide financial strategy, strengthen decision-making and support sustainable growth.
This option is particularly valuable during periods of scale, change or increased complexity, without the commitment of a full-time hire.
Start with clarity
Whether your immediate focus is data, reporting, automation or AI, the most effective starting point is understanding where you are today.
A short conversation can help clarify what’s holding the business back and what a sensible next step looks like.
Our Engine: The Board North Operating System (BNOS)
Every piece of work we do, from a focused project to ongoing fractional support, is underpinned by the Board North Operating System (BNOS).
BNOS provides a practical structure that sits around your existing ways of working, including EOS or similar frameworks, helping leadership teams move from intention to execution with greater clarity and consistency.
It’s designed to support traction and scale, without forcing a reset of what already works.
The BNOS is your blueprint for success:
- Strategy to Execution: We align strategic intent with clear priorities and time horizons, so long-term direction translates into day-to-day action.
- The Operating Rhythm: We establish a consistent rhythm of meetings and performance tracking, giving leaders reliable visibility and better decision flow.
- Accountability: We define clear priorities with agreed ownership, helping teams stay focused on what matters most without unnecessary pressure.
Are you ready to move forward with confidence?
If you’re unsure where clarity is missing or what support would help most, our 3-minute Traction Health Check is a simple way to gain perspective.
It highlights common friction points across data, decision-making and execution.
No obligation. No follow-up pressure. Just insight.
Want to know more?
If you’d like more detail on how we work, what engagement looks like in practice, or how support is structured, our FAQs are a good place to start.
They cover common questions around approach, commitment, flexibility and next steps, so you can explore at your own pace.