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Higher Education

Unify Planning

Unify Planning

Model any program type or tuition plan with one platform for finance and beyond. Sophisticated and flexible modeling across the entire institution eliminates silos of data, spreadsheets and software to get everyone on the same page.

Enable Insights

Enable Insights

Leverage pre-built global drivers for salary, benefits and payroll taxes by title, geography, and salary band for real-time, dynamic planning.

Increase Collaboration

Increase Collaboration

Reduce the cost of and risk of deploying disconnected spreadsheets or silos of software including data movement, data replication, license costs, upgrades and maintenance.

Satisfied Customers

UPS
Costco
Pella
Capital One
KLM
Toyota

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

  • Budgeting, Planning and Forecasting

    Intelligently support top-down, bottom-up, driver-based planning, rolling forecasting and scenario analysis.

    • Improve user adoption and data entry by leveraging dynamic web forms or the comfort of Excel® to instantly create or update the plan or forecasts.
    • Dynamically visualize the impact of planning decisions on financial performance and margins with “What-if” driver-based planning.
    • People Planning, Capital Planning, Sales Planning, Cash Planning and Free Form Planning offer maximum flexibility while optimizing financial performance and analysis.
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  • Financial Data Quality

    Increase confidence in financial and operating results with powerful data integration, validations, certifications and audit trails.

    • Direct integration with available drill back built for any open ERP, including Ellucian Banner, Workday, Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more.
    • 100% transparency and audit trails for data, metadata and process change visibility from report to source.
    • Drill down, drill back and drill through capability to transactional details, including journal entries.
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  • Streamline reporting and financial close by delivering critical insights for financial, statutory and management stakeholders across the institution.

    • Automated data loading, reconciliation and reporting across any data source. Pre and post load validations immediately identify errors of data quality issues.
    • In-system reporting and analysis with Microsoft Excel® integration delivers rapid financial and operating results to leadership and managers with the ability to drill down and drill through to transactional details for rapid answers.
    • Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream content for a rich reporting experience.
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Higher Education Resources

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Case Study

State University

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Solution Brief

Solution Brief: Higher Education

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Resource

Increasing Higher Education Institution Financial Reporting Confidence

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Resource

Conquering Data Management in Higher Education Financial Reporting

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Solutions Exchange

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