us-analytics.png
Get a Quote
blog-Hero.jpg

OneStream Blog

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.

Read More

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
Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

Subscribe to Email Updates