OneStream Managed Services

OneStream meets all of your CPM needs on one platform, preventing the data inconsistency and integration issues that typically come with implementing enterprise solutions. And you don't need to worry about infrastructure support, either. OneStream has that taken care of through a hosting offering baked in to the cost of the platform. 

So, why does OneStream need support? As with any technology, there are still tasks that need to be completed on a regular basis. Whether these tasks fall on your internal team or a support services provider (like US-Analytics), they must be done to keep your processes running smoothly. 

OneStream Tasks You Should Offload

Your application requires periodic maintenance and updating — recurring activities that need to be completed on a scheduled basis, whether daily, weekly, or monthly. Your managed services team can work with you to schedule the frequency and dates of completion for these tasks and perform them for you.

Once you get set up with a managed services ticket portal, you can also open tickets as unanticipated issues arise. Having a managed services team in place provides peace of mind with experts on call who will jump in to resolve anything you're struggling with.

See how a Houston-based deepwater drilling company offloads their OneStream tasks: View the Case Study.

Opening Period/Close Period

✓ Start new period in Global POV

✓ Lock prior period workflows

✓ Launch priming transformations and/or rules (refresh actual data and copy to current forecast)

✓ Update security read to write (write to read for prior forecasts)

✓ Update parameters, forms, and dashboards

Quarterly Environment Assessment

✓ Review logs for errors and evaluate

✓ Process and performance recommendations based on log review and evaluation

✓ Purge logs

✓ Provide reports for internal and external audit

Other Scheduled Tasks for Consolidations

✓ Manual metadata updates as needed

✓ Manual transformation rule(s) updates as needed

✓ Security additions, deletions, etc.

Preparing for Next Budget Season

✓ Add new SubVars for ease of future forecast processes

✓ Update planning forms – dynamically shift based on SubVars

✓ Update business rules

✓ Update mapping package

Adding Locations & Hierarchy Changes

✓ Update metadata management and deploy to OneStream XF

✓ Verify process management status if new metadata if for entity

Year-end PBC Audit Support Tasks

✓ Recreate current year submission file, including necessary screenshots

✓ Download journals, zipping, and send directly to auditor

Seed and Maintain Annual Forecast Scenarios

✓ “Pre-seed” forecast periods with budget

✓ Update forms, cube views, and dashboards for forecast periods after budget is rolled in each year

✓ Load actual for forecast scenarios monthly

Quarterly Environment Assessment

✓ Review logs for errors and evaluate

✓ Process and performance recommendations based on log review and evaluation

✓ Purge logs 

Provide Metadata and Data Load Support

✓ Manual metadata “Extensible Dimensionality” updates as needed

✓ Manual transformation rule(s) updates as needed

Other OneStream XF Planning Tasks

✓ Update parameters for forms, cube views, and rules

✓ Refresh data to see forecast

✓ Security additions, deletions etc.

Preparing for Next Budget Season

✓ Update parameters, forms and dashboards

✓ Update rules

✓ Verify security group assignment

✓ Process one-time data calculation to seed budget

Dimensionality Changes

✓ Add new accounts, entities, or user defined dimension members such as cost centers or departments

✓ Verify no impact or quantify the impact to existing hierarchies (checking for historical data intersections)

✓ Assign appropriate text values, workflow channels, properties, and security

✓ Update cube views for new dimensionality members

A good OneStream managed services provider should be flexible enough to offer you multiple options to meet the needs of your platform. But first, you must decide what those needs are and how best to address them. Certain jobs and functions can be automated — others cannot. Let’s review some of your options.

Reactive Approach

After getting set up with a managed services ticket portal, you will open tickets as issues arise. Having an issue with an allocation not working correctly? User having an issue inputting into a cubeview? These are examples of unforeseen needs you will need an experienced OneStream support services team to assist with and resolve.

Since you can’t predict the future, it’s difficult to anticipate how many issues will come up on a monthly basis, but if history is any indication it will probably occur at a critical time. When scoping out your OneStream support services needs, some factors to keep in mind are:

• The number of users
• The number of environments you need supported (e.g. Production, Test, Disaster Recovery)
• Any future plans to enhance your applications (e.g. adding the cash flow dimension to your platform)

Your OneStream support services provider can help you determine your needs and the length of time required to resolve these issues. Having a managed services team in place is an insurance policy providing piece of mind that no matter how complex your issue appears to be, they will jump in and get you back on track.

Proactive Approach

Your OneStream platform requires periodic maintenance and updating — recurring activities that need to be completed on a scheduled basis, whether daily, weekly, or monthly. Your OneStream managed services team can work with you to schedule the frequency and dates of completion for these tasks and perform them for you.

Scheduled tasks can be entered into the managed services ticketing system, and your OneStream service delivery manager will receive a notification when each task is due to be completed. You can also choose to be notified when each task is completed to help you sleep better.

Your Level of Support

A thorough scoping session with your OneStream managed services partner will help you determine your mix of support needs and whether they can be scheduled (proactive) or not (reactive). Identify the recurring activities for your OneStream platform and work with your managed services partner to have them scheduled. You should also consider allowing for unscheduled monthly tasks.