<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=94228&amp;fmt=gif">

Join OneStream & CompIntelligence for a CPE Event!

Thursday, December 12th | Columbus, OH

You're Invited!

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!

Event Details

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.
  • Questions – 10 minutes

Reserve your spot now

OneStream’s Unified Financial Intelligence and Extensible Model allow Melrose to deliver maximum value to corporate reporting along with operational value to each diverse business unit. OneStream’s Guided Workflows and powerful consolidation and reporting engine offer a turn-key solution to business users and a lower TCO for group reporting. Jason Care | Group Systems Manager, Melrose PLC

Melrose Shortens the Close, Improves Visibility with OneStream

Learn how Melrose PLC replaced multiple Hyperion applications with OneStream XF for management reporting, statutory reporting, and cash flow forecasting. Find out how they streamlined the close process while improving management visibility and audit controls. Read the Case Study