Board adaptor

Governed delivery patterns for Board data preparation, transformation, validation, and target-ready outputs.

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Elfware helps programmes prepare and deliver the data structures Board needs using governed mappings, validation logic, orchestration patterns, and evidence-led delivery assets. This reduces manual rework and gives planning programmes a controlled data starting point.

What it accelerates

Target-ready outputs for Board data structures
Source-to-target mapping patterns
Validation and control checks
Orchestration for repeatable delivery runs
Sign-off evidence for delivery governance
Rapid adaptor stand-up for programme-specific source systems

How it works with elfware

The controlled non-determinism model applied to Board:

1Profile source structures: understand data models, hierarchies, and dimensions available from source systems
2Define Board-ready mapping logic: design transformation rules, handle exceptions, and define data validation criteria
3Build repeatable transformations and validations: code-printed transformation logic and validators run deterministically at every rehearsal
4Produce governed outputs for load or integration: validated data prepared for Board load or downstream integration
5Support rehearsal and sign-off with evidence: objective pass/fail evidence at each stage gives the programme confidence in data accuracy and readiness

AI boundary: AI never processes customer data; it supports mapping and delivery configuration only. When AI assists with code generation, the output is reviewed, QA'd, and verified in test runs before deployment to any system.

Where Elfware fits in your programme

Elfware runs the migration mechanics for this application, including extraction or target-load patterns, mappings, transformations, validations, reconciliations, and sign-off evidence. We work alongside your SI, implementation partner, and BAU teams so the programme starts with governed assets early, while functional design and operational ownership stay where they belong.

This reduces data unknowns early, shortens rehearsal cycles, and removes avoidable manual scripting from the migration stream.

Source vs target usage

As a target (planning and budgeting platform)

Preparing and delivering data to Board for planning, budgeting, and forecasting programmes. Data typically sourced from ERP systems, finance systems, and master data platforms.

Entity hierarchies: cost centres, profit centres, business units, organisational structures
Dimension hierarchies: product hierarchies, geography hierarchies, customer hierarchies
Chart of accounts: GL accounts, account hierarchies, account dimensions
Planning parameters: budget drivers, allocation bases, planning assumptions
Actuals and forecast data: financial actuals, forecasts, and rolling projections
Master data and time dimensions: currencies, time dimensions, version mappings, baseline definitions

Typical artefacts delivered

Data mapping specifications

Governed mapping documents covering source structures, transformation logic, and target Board data formats.

Transformation patterns

Repeatable transformation logic for hierarchy flattening, version handling, and multi-dimensional data preparation.

Orchestration and scheduling

Data flow sequences ensuring correct data domain ordering and dependency management across feeds.

Validation logic and control checks

Deterministic validators checking data completeness, accuracy, and consistency before handoff to Board.

Evidence and sign-off packs

Objective pass/fail evidence confirming data accuracy and readiness at each stage of the programme.

Interfaces and data domains

Domain	Typical entities	Cadence	Notes
Entity hierarchies	Cost centres, profit centres, business units, organisations	Full + delta	Hierarchical structures validated for circular references and integrity
Dimension hierarchies	Product, geography, customer hierarchies	Full + delta	Multiple hierarchy versions and effective dating supported
Chart of accounts	GL accounts, account hierarchies, account types	Full + delta	Account codes validated against Board segment structures
Planning parameters	Budget drivers, allocation bases, planning assumptions	As defined	Driver mappings to source data validated before use in planning models
Actuals and forecasts	Financial actuals, budget versions, forecast versions	Monthly/quarterly	Multi-version support for rolling forecasts and scenario planning
Master data	Currencies, time dimensions, version definitions	Full + delta	Time dimensions aligned to Board calendar and planning periods

Common risks and how we mitigate them

Complex multi-dimensional hierarchies

Adaptor handles hierarchy flattening, parent-child validation, and version management with audit trails.

Data quality issues from source systems

Pre-transformation validators identify and report issues objectively so programmes can address them at source.

Time dimension and calendar alignment

Data orchestration ensures time dimensions are correctly mapped to Board calendar before delivery.

Version and scenario proliferation

Adaptor manages version hierarchies and maintains version relationships through transformations.

Data accuracy for planning models

Pre and post transformation validators confirm data completeness and accuracy with objective evidence at each stage.

Multiple source systems

Adaptor consolidates from multiple sources with deduplication and golden-record resolution logic.

Frequently asked questions

What do you need to start?

Clarity on which planning domains are in scope for your Board programme (budgeting, forecasting, planning), the target data structures Board needs, and access to source system data that will feed the programme.

How long to first prototype?

Typically 2 to 3 weeks from kick-off to a working prototype demonstrating data extraction, mapping, validation, and preparation for Board-ready load.

How do governed patterns reduce risk?

Validated transformations and control checks run deterministically on every data run. Objective pass/fail evidence is produced at every rehearsal, giving the programme objective visibility into data quality.

Do you support multi-dimensional planning data?

Yes. Board adaptors handle multi-dimensional data with hierarchies, versions, time dimensions, and scenario structures required for budgeting and forecasting.

What about source data quality issues?

Pre-transformation validators catch data quality issues early. Issues are reported objectively so the programme can address them at source rather than through manual workarounds.

How does the on-request engagement work?

Board adaptor engagements are initiated during the Discover or Decide phase. Elfware works with your SI and implementation partner to define scope, stand up the adaptor, and hand over governed delivery assets for the programme to run rehearsals and cutover.

Need an adaptor for a different application?

We can stand up new adaptors quickly using the same code-printed delivery model, validator stack, and evidence patterns used across the library.

Get in touch to discuss a new adaptor

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