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Consulting Services

Delivering 100% Customer Success

We deliver efficient and maintainable solutions because your success is the only option.

Key Capabilities

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

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.

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.

Our Core Philosophies & Focus Points:

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

Keys to Project Success

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 | Vice President & Controller
“The OneStream platform is the foundation with which our company has accelerated the digital transformation of accounting and FP&A. The combination of OneStream’s platform, MarketPlace solutions & guided implementation assistance from OneStream Services has enabled us to effortlessly shorten the close processes and perform analysis that simply wasn’t feasible prior to our implementation. OneStream has had a positive impact throughout our global finance team.”
Rob Miller | Finance Director

Featured Resources

What Is Long-Range Planning, and Why Does It Matter?
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English Exploring Value Realization with OneStream
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English The New CFO Imperative: Unifying ESG & Financial Reporting
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English Dresner Advisory 2022 Wisdom of Crowds® Enterprise Performance Management (EPM) Market Study
View Analyst Report
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Contact OneStream Consulting Services

You can request additional information by emailing OneStream Software at [email protected].
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