Consulting Services

Implementation Best Practices

Implementation Best Practices

Project success requires setting a clear vision, having a well-thought-out plan and solid communication. By aligning the future of our product with your company goals, we can help establish a solid foundation for success. Our thorough project management ensures successful completion and that all your goals have been met. Process change is critical to your long-term success as business needs change and technology evolves.

Deep CPM Domain Expertise

Deep CPM Domain Expertise

Our professional services team employs the deepest CPM domain experience and expertise in the market. Most of our services team members have over 15 years of experience delivering CPM solutions to the largest and most sophisticated customers in the world.

Proven Approach

Proven Approach

OneStream Software experts combine business and technical expertise and consider both your short-term and long-term goals and ensure your organization is taking full advantages of what the OneStream platform can provide. We customize your project plan, leveraging our proven methodology and guide you to maximize your investment.

Modular Scope – Start anywhere with your project – Planning, Management Reporting or Consolidations

Prototyping – A picture says a thousand words, seeing the application early in the process ensures it meets your needs and minimizes risk

Defined Roles and Responsibilities – Our detailed plans define each step of the process, so you know what to expect and when.

Knowledge Transfer – Our focus is ensuring that you understand the application and design so you and your team can maintain the solution easily

Flexibility – Our methodology aligns with Agile or Waterfall approaches

Leverage Prior Work – Our team utilizes templates and examples from our combined 100+ years of CPM implementation experience

Customer Communication – Scheduled and clear communications ensure you have complete project status updates each step along the way

Delivering 100% Customer Success

“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”

Richard N. Burton

McCain Foods

Featured Resources

Blog Post

What Is Long-Range Planning, and Why Does It Matter?

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White Paper

Exploring Value Realization with OneStream

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The New CFO Imperative: Unifying ESG & Financial Reporting

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Analyst Report

2023 Gartner Magic Quadrant for Financial Planning Software

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Contact OneStream Consulting Services

You can request additional information by emailing OneStream Software at training@onestreamsoftware.com.

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