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OneStream Blog

Your Questions, Answered: OneStream XF

Posted by Terry Ledet   |   OneStream

Whether you call it enterprise performance management (EPM) or corporate performance management (CPM), the industry is changing. A big part of that change is new technologies rising from the ranks and competing with the big names you’re used to hearing about.

Most of these new kids on the block are trying to integrate all your CPM processes on one platform. Which brings us to OneStream XF, the unified CPM platform that brings together your processes for planning and forecasting, financial close and consolidation, as well as financial reporting.

As a OneStream consulting and services firm, we get a lot of questions about the product. In this blog post, we’ll simplify things for you, answering the most frequently asked questions.

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Using Excel to Get the Most Out of OneStream

Posted by Terry Ledet   |   OneStream

Nothing will stop organizations from using Excel, and OneStream gets that. The XF Office Blend delivers a unique Microsoft Word, PowerPoint, and Excel reporting solution by combining Office content with OneStream XF for the best financial reporting experience.

In this blog post, we'll go through various ways to complete Excel data analysis and methods of loading data using Excel.

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3 Methods of Automating Cash Flow in OneStream

Planning is not one size fits all — organizations have a variety of techniques to choose from today based on their specific needs and strategy. Typically, modern planning processes include:

  • Seeding from other scenarios (such as actuals)
  • Combining scenarios for forecasts (i.e. actual and forecast)
  • Driver-based planning
  • Allocations of global expenses for profitability
  • “What if” scenario gaming/modeling
  • Machine learning

These processes can work in tandem with or within OneStream. To have a successful implementation with OneStream, first you need to understand your processes and which specialty planning solutions can help you improve those processes.

There are many other aspects you must consider during your implementation to make your life easier in the long run. In this blog post, we’ll specifically look at considerations for Cash Planning with OneStream.

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OneStream XF: Drill Through and Drill All the Way Back

Posted by Michelle Heath   |   OneStream

Whether you’re shopping around for an EPM solution or looking to switch over to a new solution — OneStream’s drill-through capability is the functionality you never knew you needed.

“Drill through” is something you probably hear a lot in the EPM space. In the world of finance, it’s especially important for you to see where numbers originated. OneStream has ensured this process is as easy as possible with its products.

In this blog post, we’ll cover how OneStream makes it easy to drill through and drill back by:

  • Shortening the number of clicks (to drill to the most relevant data)
  • Keeping everything on your source system
  • Configuring integrations for your needs
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The Latest Trends in EPM

Posted by Michelle Heath   |   OneStream

The market for financial EPM solutions is changing. There’s an undeniable shift to the cloud, where functionality can be easily updated and there are no upfront hardware or maintenance fees. You’ve probably heard all the benefits of migrating to the cloud. There’s also a new trend in the market — new players have joined the game, disrupting EPM technology with unified platforms.

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OneStream XF People Planning: What You Need to Know

Posted by Terry Ledet   |   OneStream,   |   OneStream XF MarketPlace

One of the perks that comes with choosing OneStream as a CPM platform is the growing number of free out-of-the-box solutions available for licensed customers within the XF MarketPlace. One of those solutions is People Planning.

People Planning allows you to plan for employee and contractor compensations, benefits, as well as travel and expenses. The solution gives you flexibility based on dashboards and SQL tables.

In this blog post, you’ll learn everything you need to know about People Planning with OneStream, including:

  • Why you should use People Planning
  • How to implement People Planning
  • Security with People Planning
  • Tips and tricks
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Assessment: Should You Move to a Unified CPM Platform?

 

Organizations with a unified CPM platform manage all performance management data and processes with the same application software.

The driving force behind the unified CPM platform is to bring the finance office together with one tool that has many functions, while solving problems like data inconsistency. Most EPM suites on the market require some sort of data integration solution — but with a unified CPM platform, integration is a given. All the tools on the platform share the same data and metadata, whereas many EPM suites continue to have data conflicts after the integration solution is implemented.

This all sounds great, but how do you know for sure if this is something your organization could benefit from? The following assessment will help you answer that question.

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Announced at Splash17: New & Improved OneStream Features, Product Roadmap

Posted by Terry Ledet   |   OneStream

OneStream Software, creator of the Microsoft-based unified CPM platform, just wrapped up its annual OneStream Splash user conference last week in Las Vegas. If you missed Splash or need a recap, read on and stay tuned for a series of new content from the CPM sessions.

In this blog post, we’ll give you an overview of the product announcements made at Splash — recent improvements, new features, and a sneak peek at what’s on the product roadmap.

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Account Reconciliation in the OneStream XF MarketPlace

Many businesses are still relying on manual methods to complete their account reconciliations — in fact, it’s almost two-thirds of corporations in the U.S. Using spreadsheets to complete your account reconciliations almost ensures inconsistent data and creates a major bottleneck in your monthly close cycle.

If you’re thinking about speeding up your account reconciliation process, but worried about integrating the tool with your source system — OneStream XF might be your solution. OneStream XF combines financial close and consolidation as well as planning and forecasting into one unified platform. Your account reconciliation solution can be downloaded straight from the XF MarketPlace — like downloading an app to your phone.

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How Can I Customize My OneStream Planning Solution?

In our last post, we introduced you to the feature that makes OneStream a CPM trendsetter: the XF MarketPlace. Diving a little deeper, this post will cover how to use the XF Marketplace to enhance your planning and forecasting capabilities.

The XF MarketPlace enables you to customize your OneStream planning solution with four specialty solutions, including:

  • People Planning
  • Capex Planning
  • Cash Planning
  • Thing Planning

OneStream’s specialty planning solutions are free to download for every OneStream customer, allowing you to implement your solution with ease. This blog post will go through each specialty planning solution to help you better understand the benefits of planning, budgeting, and forecasting with OneStream XF. With these solutions, you’ll be able to plan for everything from employee compensation to capital investments.

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