Planning, budgeting, and forecasting—oh my!

Becoming a true partner to the business is easier said than done. It requires automating manual tasks, integrating data from across the organization, learning from it, and using it to drive decision making. It’s also about focusing more on analysis and less on creating reports, so you’re sharing valuable insights with all who can benefit from them.

Successful corporate performance management (CPM) programs address the people, processes, controls, and greater technology landscape of your organization. We’re sharing our tips on how you can achieve better visibility and scalability and deliver real-time financial and operational insights with a best-in-class solution like OneStream.

Our top 6 success factors of technology implementation

Implementations of best-in-class financial technology are what we do best. With hundreds of successful projects to our name, we know what it takes to get systems up and running—and where organizations might start to see losses on their investments.

We’re recapping the key success factors on the blog.

Sample OneStream implementation roadmap

Undergoing a large technology change can be daunting. In our experience, it’s much more manageable to break it down into 3 phases. Explore the phases and what it might look like in a real implementation in our sample roadmap.

Case study: Closing and embedding controls

When a manufacturing and distribution company came to us, their model of acquisitive growth left them with over 180 active business entities spanning 40+ ERPs. This complex environment made it hard to gain visibility into real-time status and financials, and they relied heavily on Excel for their consolidation process.

Read the full case study to see how OneStream helped.

PLP's journey to OneStream

We helped Preformed Line Products (PLP) make the leap to OneStream from inefficient, Excel-based reconciliation processes. We dove into tangible takeaways of implementation, lessons learned, plans for platform expansion, and more in a webinar.

Watch it here.

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