OneStream implementation & advisory services

Our EPM experts will work side by side with you to implement the OneStream platform, from creating designs that are future ready to enable your strategic vision, building in an iterative approach, and providing real-time knowledge transfer all along the way. We leverage our deep accounting, finance, and technology expertise to help you optimize all areas of Enterprise Performance Management, including:

Close, Consolidation, and Reporting:

• Intercompany eliminations and managing complex legal entity structures
• FX Translation
• Automating the Statement of Cash Flows
• Multi-Basis Accounting (GAAP, IFRS, Stat)
• Close Process Management

 Planning, Budgeting & Forecasting:

• Predictive Analytics
• Workforce (People) Planning
• Real-time, Rolling Forecasting

Financial Signaling:

• Building Self-Service Reports, Dashboards
• Costing and Profitability Analysis
• Building daily, weekly insights into your data

Continuously improve EPM and FP&A processes within OneStream through ongoing support, health checks, and technical adjustments from a team of hands-on experts. Services include:

• Knowledge transfer and updates to the reporting module
• Adjustments to consolidation and close workflows
• Data integration fine-tuning
• Maintenance
• EPM readiness 

Our team will assess your current OneStream platform and identify areas for you to maximize your investment, based on industry-leading practices. From enhancing your reporting capabilities, enabling new Marketplace features, or helping performance-tune the application, we can help you future-proof your platform to meet your strategic goals. Areas of support include services such as:

• Incorporation of consolidation in your monthly cycle
• Reporting module builds
• Data integration enhancements
• Rapid deployment of new applications