Please join OneStream Software for a FREE 3-hour CPE event in Irving, TX on Tuesday, February 25, 2020 from 12 PM - 3 PM.
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.
Doors open at 11:30am and lunch will be provided so please feel free to come early.
When: Tuesday, February 25th
Where: Microsoft Office - Dallas, TX
Address: 7000 State Highway 161, Building LC1 Irving, TX 75039
- 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