OneStream™ Implementation Services

Our deep corporate performance management (CPM) software domain expertise is a difference maker when it comes to understanding the sophisticated requirements of enterprise customers.

We deliver efficient and maintainable SmartCPM™ solutions because your success is the only option.

OneStream Software has a corporate culture that promotes fanatical customer service and support.  We are driven by our mission to deliver 100% customer success and that every customer is a reference.  We will provide you a name and phone number for every customer so you can learn from them how the OneStream XF platform, along with our services and support team, deliver new-found agility, efficient processes, and reduced cost of ownership.  This allows them to spend less time managing data and systems and more time getting back to business.

Our professional services team employs the deepest CPM domain experience and expertise in the market.

With this experience, we learned that the only way to simplify the complexities we saw our customers facing was to start over and create a truly Unified Financial Platform for financial consolidation, reporting, corporate budgeting and forecasting, data quality management and financial analytics that could be extended to meet multiple finance needs without all the technical complexity. 

Standard Implementation Methodology

The majority of our services team members have over 15 years of experience delivering CPM to the largest and most sophisticated customers in the world including direct CPM system implementations for 25 of the Fortune 100. This experience in handling some of the most sophisticated customers in the world allows us to bring a standard implementation methodology that has proven to be successful and repeatable.

Proven Approach

OneStream Software experts combine business and technical expertise and take into account both the short term goals and future of what the OneStream platform can provide your organization. We customize your project plan, leveraging our proven methodology and guide you to maximize your investment.

  • Budgeting and Planning
  • Consolidations
  • Account Reconciliation
  • Tax and Tax Provisioning
  • Roadmap Planning
  • Process Improvement
  • Program Management

Implementation Best Practices

Project success requires setting a clear vision, having a well-thought-out plan and solid communication. By aligning the future of our product with your company goals, we can help establish a solid foundation for success.

Our thorough project management ensures successful completion and that all your goals have been met. Process change is critical to your long-term success as business needs change and technology evolves.

Keys to Project Success

  • Clearly Defined and Communicated Project Goals – Align the Stakeholders
  • Key Stakeholder Participation and Approval
  • Finance and IT Involvement throughout Entire Project
  • Clearly Defined, Reviewed, and Approved Application Design
  • Ownership and Accountability for Project Tasks
  • Thorough Quality Assurance and Testing
  • Communication of Company-wide Benefits
  • Proper Administrator and End User Training


Our core philosophies & focus points:

Modular Scope – Start anywhere with your project – Planning, Management Reporting or Consolidations

Prototyping – A picture says a thousand words, seeing the application early in the process ensures it meets your needs and minimizes risk

Defined Roles and Responsibilities – Our detailed plans define each step of the process, so you know what to expect and when.

Knowledge Transfer – Our focus is ensuring that you understand the application and design so you and your team can maintain the solution easily

Flexibility – Our methodology aligns with Agile or Waterfall approaches

Leverage Prior Work – Our team utilizes templates and examples from our combined 100+ years of CPM implementation experience

Customer Communication – Scheduled and clear communications ensure you have complete project status updates each step along the way

There would never be a OneStream XF without the experience of developing and implementing HFM and FDM for hundreds of the most sophisticated customers in the world.