Unified Planning, Reporting & Analytics

onestream.com

191 N. Chester Street Birmingham, MI 48009

Phone: +1.248.650.1490 sales@onestreamsoftware.com

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Advantage of Unified Business Planning & Analytics

Why is that important? Both are critical to helping Finance teams embrace detailed operational planning requirements AND empower enterprise-wide planning for the largest and most sophisticated organizations. And with a corporate mission dedicated to delivering 100% customer success, we couldn’t be prouder of the validation we receive from industry analysts and recognition based on feedback from our customers and partners around the globe.

OneStream’s unique approach makes it an ideal solution to support Finance-led operational planning.

Unified Business Planning Example Solutions

With the OneStream platform, you can achieve Finance-led operations by utilizing the following planning and analysis capabilities:

As the role of the CFO expands, so does the influence of the Finance function. Finance leaders are thus transforming from historical record keepers to a pivotal force of strategic decision-making – which requires harnessing the power of modern data, predictive analytics and financial expertise to steer the business. As a result, organizations are innovating their planning and corporate performance management (CPM) processes toward integrated business planning (IBP). IBP aligns financial and tactical goals across the organization to better execute business strategy.

Increasing market volatility and uncertainty are reshaping the future of Finance.

Connected Business Plans Are Not Unified

Unified Planning, Reporting & Analytics

Related Resources

Advantage of Unified Business Planning & Analytics

Unified Business Planning Example Solutions

Delivering Finance-Led Business Impact

Connected Business Plans Are Not Unified

TAKE FINANCE FURTHER.™

Finance teams are expanding their true potential as trusted business partners.

Extending into merchandise planning, global sourcing, sales, operations and marketing, Finance teams are working side by side with their business partners, developing insights and continually planning. The historical paradigm that operational planning and financial planning are two distinct processes is now obsolete. IBP is here to stay. When taking steps to modernize planning processes with CPM software, Finance leaders must consider several critical factors.

Traditional FP&A is now extending beyond the walls of Finance, ushering in a new approach known as IBP.

How?

Critical Capabilities

Financial Data Quality

For every organization and the people who run it, the importance of accurate financial statements and management reporting cannot be understated. Why? Because even the smallest error or misstatement in external reporting can materially impact investor confidence and cost CFOs their jobs.

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Planning, budgeting and forecasting in today's fast-changing global economy requires organizations to be agile – with the ability to respond quickly to new market opportunities or threats. Success requires the ability to set corporate targets or budgets, of course. But the ability to continually monitor performance and dynamically update planning assumptions and resource allocations on a periodic basis using dynamic planning techniques is also a necessity.

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Budgeting, Planning & Forecasting

During crisis management scenarios, CFOs often turn to macroeconomic indicators (e.g., GDP, oil prices and consumer health) to guide the path forward. But what happens when those macroeconomic cycles break down and external factors are themselves a source of uncertainty? Where do Finance teams turn then? The answer often lies with what CFOs know best – their data.

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Reporting & Analytics

The adoption of artificial intelligence (AI) and machine learning (ML) by the Office of Finance and Operations is a matter of when – not if. Both AI and ML will help Finance teams and business analysts analyze and correlate the most relevant internal/external variables that contribute to forecasting accuracy and performance across the Sales, Supply Chain, HR, and Marketing processes that comprise financial plans and results.

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AI Financial Forecasting

When developing plans to support IBP processes, Finance teams must not only empower operational teams with the ability to model and plan for their distinct requirements – but also do so with solutions that offer the financial intelligence, control and scale required for enterprise-wide planning.

Plan, report and analyze without compromise. That’s why sophisticated organizations across the globe are moving beyond connected planning and choosing OneStream’s unified platform for their CPM processes Because there’s no substitute for financial and operational models that naturally live and work together. As part of any vendor due diligence exercise, Finance teams must fully grasp how each of these key processes work together, how they are managed and who manages them. And of course, Finance leaders must get under the hood and speak directly to customer references to assess how they’re generating business value.

Delivering Finance-Led Business Impact

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further.

As the leading Enterprise Finance platform, OneStream unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the Office of the CFO to become a critical driver of business strategy and execution. What does that mean for your organization? We transform your business outcomes with faster, more accurate modeling and analysis of sales, workforce, demand forecasts and financial plans.

OneStream is different from connected planning platforms that force complexity on Finance teams.

We integrate your financial goals with detailed business plans to provide a single source of truth – aligning all teams with corporate objectives and enabling agile decision-making.

OneStream is a platform designed to continually evolve and scale with your organization without adding additional technical overhead.

If your CPM solution requires third-party or separate tools for financial data quality, your platform isn’t truly unified.

Use AI to forecast future demand across products, locations and geographies. For instance, integrate sales and marketing data with external factors for agile and accurate forecasts. By generating daily, weekly and monthly predictions, you produce enhanced business plans and gain critical insights for informed decision-making across the business.

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Demand Forecasting

Develop staffing plans aligned with financial goals, covering all staffing needs and locations. Plus, Finance and HR teams can model needs with top-down or bottom-up forecasts. Managers also gain insights into costs, retention, and improvements with user-friendly tools, ensuring decisions that boost workforce and financial health.

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Workforce Planning

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Sales Planning

Because connected planning tools have limited financial intelligence and require ongoing investment to manually move and reconcile data, manage master data and “connect” fragmented data models. With OneStream, Finance no longer needs multiple modules, cubes and third-party software to support key IBP processes.

Why?

How?

With a completely unified platform, OneStream naturally brings together key processes and technical enablers.

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