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White Paper: Integrated Business Planning

Driving Business Action with Agility

Global enterprises are operating in a new world.  Uncertainty from Brexit, US–China trade and fear of the next recession are impacting demand in ways not yet understood.

Business leaders also face new complexities and challenges in meeting customer expectations – adding risk to financial plans.  In response, organizations are innovating their planning and corporate performance management (CPM) processes towards integrated business planning (IBP) to align financial and tactical goals across the organization and and better execute business strategy. 

This white paper highlights:

  • Major goals and objectives for integrated business planning
  • Today’s major business planning challenges
  • Critical requirements for an effective IBP platform
  • Transformation stories and case studies

Also, check out our companion white paper titled Integrated Business Planning Gets Unified with OneStream.

We now have a unified system that is giving us significantly improved access to our data with flexibility in reporting and analysis. We also have significantly more transparency, visibility and control over our business. We could not be happier with the unified OneStream XF solution and the powerful integration capabilities. The system is fast, powerful and lets us get to any transaction in seconds. Tim Foley | former Controller at AAA Life Insurance

AAA Life Insurance Speeds Financial Close, Improves Visibility and Transparency with OneStream

Learn how AAA Life Insurance implemented OneStream to support all their financial consolidation, reporting, budgeting and analysis needs. Find out how they are able to drill down from OneStream XF calculated or consolidated numbers all the way back to their transactional ERP system to get rapid answers to critical questions. Read the Case Study