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How Can I Customize My OneStream Planning Solution?

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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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People Planning

Adding People Planning to your OneStream XF platform will allow you to easily plan for employee compensations, benefits, travel, and expenses. This out-of-the-box solution makes it easy to add new hires, develop new plans, and create T&E scenarios.

You’re also given the flexibility to handle complex comp, benefit, and sales plans, as well as combine comp and bonus groups. You can also create exception plans for every unique plan.

Capex Planning

Many organizations focus on the wrong aspects of capex planning, like considering the cost more than the benefit or ignoring performance of previous investment projects. OneStream XF’s Capex Planning Solution will give you the space to understand various aspects of capex planning, including depreciation, maintenance, and insurance.

All of your capital investments will be easy to plan with simple end-user workflows and the ability to see the financial results of all decisions. This solution also eliminates the inexact process of spreadsheets, giving you more consistent data and control.

Cash Planning

The Cash Planning solution gives you the ability to see the impact of every change to all cash sources, including:

      • Payables
      • Receivables
      • Investments
      • Capital expense
      • Financing

This solution gives you a clear picture of what your investments look like as well as your expected returns. All of your cash planning will cohesively come together with fully aligned income statements, balance sheets, and cash flow statements.

Thing Planning

OneStream’s Thing Planning solution enables you to plan for any business driver, including:

      • Project planning
      • Sales planning
      • Operational planning
      • Product line planning

With Thing Planning, you’re able to bring finance and operations together, giving you strong insights into your business to make better choices.

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US-Analytics is a full-service OneStream consulting firm. To ensure end-to-end coverage of your technology, we provide a complete range of services: process and advisory, infrastructure, implementations, upgrades and migrations, training, and managed services.

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