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Terry Ledet

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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 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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Cornering the OneStream XF MarketPlace

We’ve already introduced you to OneStream XF and talked about how everything you need for CPM — financial consolidation and reporting; planning, budgeting, and forecasting; and account reconciliations — is available on one platform.

OneStream is a truly unique and innovative tool, which means it has some significant differences from the solutions you’re probably familiar with. One of those differences is the XF MarketPlace — one reason why OneStream has been called a trendsetter by industry leaders.

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I Can Do Everything in One CPM Platform? Understanding OneStream XF

Posted by Terry Ledet   |   Data Integration,   |   OneStream

If you’ve been living in the Hyperion world, you’re used to having several EPM applications that require integration. Too often, improper integration results in an environment that’s difficult or time consuming to manage, applications with errors, and an organization that lacks confidence in the EPM system they’ve invested resources and capital in.

The experts at OneStream feel your pain — that’s why they’ve developed an all-in-one CPM platform with financial consolidation reporting, account reconciliations, and planning, budgeting, and forecasting. Understanding the challenges faced by finance professionals, the OneStream XF founders set out to increase the quality of financial data and to optimize financial reporting and analysis.

In this blog post, we’ll discuss what it truly means to have a unified performance management platform.

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