Please join OneStream software and CompIntelligence for a FREE 3-hour CPE event in Columbus, OH on Thursday December 12, 2019 from 12-3pm at the AC Hotel (Valencia Room) located at 6540 Riverside Drive, Dublin, OH 43017.
Come learn how OneStream has achieved 100% customer success in delivering world-class corporate performance management (CPM) solutions and why 75% of their customers moved from Oracle Hyperion, SAP or IBM to OneStream. Below is our event agenda.
Doors open at 11:30am and lunch will be provided so please feel free to come early.
We look forward to seeing you!
When: Thursday, December 12
Where: AC Hotel - Valencia Room
Address: 6540 Riverside Drive, Dublin, OH 43017
Time: 12:00 PM to 3:00 PM
- OneStream Overview & Discussion – 20 minutes
- Reporting & Analysis – 30 minutes
- Guided reporting, MSFT Office Integration (Excel, Word, PowerPoint), close and planning dashboards, BI dashboards, and data blending (blend financial and operational data)
- Data Management & Data Submission – 20 minutes
- Load, map, and validate data from sources via files, data integration/ direct connect to source systems, forms, and journals
- Task Management & Guided Workflow – 20 minutes
- Managing, monitoring, and guiding end-user experience through tasks and guided workflows
- User workspaces/dashboards
- Actuals – 30 minutes
- Intercompany, currency, drill to source data, drill across reports, close activity management and monitoring, data certification and sign-off, audit trails and financial controls, ownership
- Planning – 30 minutes
- Budgeting, Forecasting, Setting Drivers, Variance Reporting, Excel or Form data plan data collection, People Planning and Capital Planning overview, guided workflow for submission, review, and approval
- Other Focused Topics – 20 minutes
- Cash Flow
- OneStream Market Place solutions: Account Reconciliation, Tax Provisioning, etc.