OneStream offers both centralized live classroom with a live remote option and onsite private options for beginner and advanced training. These focus heavily on the tools and practices required for implementing OneStream. The target audience includes administrators and implementation consultants.
See the OneStream Class Comparison Chart for additional information about our live classroom training options.
OneStream Navigator is our premier online content portal that provides both introductory and advanced level material for users of all levels. OneStream Navigator delivers the information needed on demand, which enables the OneStream community to learn both the OneStream Platform and MarketPlace solutions via a self-serve approach. This Learning Management System (LMS) is available free of charge for those OneStream Administrators and Implementation Consultants who attend the Application Build or the Power User Reporting Class.
Application Basics is a high-level introduction to key OneStream concepts and can be viewed at your convenience in OneStream Navigator. The goal of this course is to give the entire project team a view of what OneStream can do from a functional standpoint, something we call The Art of the Possible. Application Basics provides a deep dive demo followed with explanations on how the application is built and designed. It also gives a pointer to resources that will help you during your OneStream implementation and after.
End-User Training Packs are provided by OneStream via the MarketPlace for all implementation services consultants and partners. These training packs are customizable for any customer’s application and represent best practices for training end users and administrators on workflow, report creation, data analysis and application management.
Looking for end-user training? OneStream partners Keyteach and CompIntelligence offer standard and customized end-user training for OneStream worldwide. Visit their web sites for more information.
The suggested learning paths, broken out by role and subject matter will help guide you while developing your team’s training plan.
OneStream Administrators are involved with various aspects of the application design and build and are responsible for maintaining the system upon going live. OneStream Implementors are the application architects and are responsible for the design, build, test and go-live for a variety of industries and business processes.
OneStream Power Users design and maintain reports in OneStream. This role requires specific OneStream training courses as it pertains to advanced reporting concepts, but does not require the same level of application detail as the administrator. See the Course Descriptions below for more details on a specific course including objectives, agenda and prerequisites.
The training calendars highlight upcoming classroom training by region, timeframe and topic.
OneStream Foundation Classes
Getting Started with OneStream • Building Basic Reports • Building Basic Dashboards • Implementing OneStream • First Project Readiness Learning Path • Application Build for Administrators • Designing an Application
Advanced Level 2 Classes
Level 2 Account Reconciliations • Level 2 BI Blend • Level 2 Financial Planning • Level 2 Reporting • Level 2 Rules • Level 2 Specialty Planning
Advanced Level 3 Classes
Class Comparison Chart
OneStream Training Locations
Fort Lauderdale, FL • Birmingham, MI • Manchester, UK • Amsterdam/The Netherlands (Coming Soon!)
NA – Authorized Training Partners
CompIntelligence – Stamford, CT • HollandParker — Austin, TX • HollandParker — Phoenix, AZ • Perficient – Houston, TX • Perficient – Anaheim, CA
EMEA – Authorized Training Partners
AMCO Solutions Amsterdam/Schiphol • AMCO Solutions Copenhagen • AMCO Solutions Stockholm • Keyteach – London • Sonum International – Johannesburg • Sonum International – Paris • Sonum International – The Netherlands
APAC – Authorized Training Partners
LATAM – Authorized Training Partners
Please email [email protected]
Please refer to the cancellation schedule listed below. If you cannot attend a training class, you are permitted to send another employee from your company at no additional charge or choose to have a credit made to your account to use towards a future class. All cancellations, substitutions, and modifications are completed via our online registration system.
14 or More Days
No charge; full refund
50% of fees charged
Under 7 Days
Full fees charged; no refund
Training Signup & Pricing Policy