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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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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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In Case You Haven't Heard... A Proper Introduction to OneStream XF

If you’ve been shopping around for an EPM solution or stay relatively informed of the goings-on in the industry, chances are you’ve heard about OneStream XF. This corporate performance management solution was created by Bob Powers, the inventor of Oracle Hyperion Financial Management (HFM), and Tom Shea, the founder and inventor of Oracle Hyperion Financial Data Quality Management (FDM).

If you didn’t know about the founders already, or if that’s the only thing you know, then this is the blog post for you. We’ll explain why the OneStream platform was developed and what’s different about it. Spoiler alert: core CPM capabilities, including financial consolidation, planning, and account reconciliations, live in one application for a simplified user experience.

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