OneStream

Guided Workflow for Complex Planning and Approval Processes at #SplashNOLA

Drug Induced Liver Injury

OneStream Splash is just around the corner! We are looking forward to four days of best practices, product updates, networking and hands-on workshops with an estimated 1,200 finance and industry experts during May 14-17 in New Orleans.

I am proud to present at this year’s conference alongside our customer, Herbalife. Don’t miss our breakout session, “Guided Workflow for Complex Planning and Approval Processes ” where we will discuss how Guided Workflow can make your work life easier.

Onestream - Modern Accounting: How to Overcome Financial Close Challenges
Modern Accounting: How to Overcome Financial Close Challenges

Improvements in each of the following period-close core tasks can provide transformative change and are reviewed in this guide include closing the books and external reporting, periodic reconciliations, and managing the period-close process.

Get the Guide

In this session you will learn:

  • Best practice to setup workflow Security with multiple layers of the approval process
  • Best practice to setup complex workflow by utilizing different workflow profile types and workflow name
  • Design Guided Workflow Process for what-if analysis
  • Design Guided Workflow Process for top-side adjustment

Come see first hand a demonstration of the Herbalife Hyperion Workflow Process Overview, along with lessons learned, next steps, and more. Add our session to your agenda today!

Guided Workflow for Complex Planning and Approval Processes
Thursday, May 16 | 4:10 PM – 5:00 PM
Presenters: Neal Yeung & Celeste Qian
Topic: Workflow

Perficient is proud to be a gold sponsor this year at OneStream’s annual User Conference and Partner Summit. Visit us at booth #303 to meet with subject matter experts and thought leaders and learn how we’ve leveraged our extensive expertise in Corporate Performance Management to drive digital transformation for our customers.

Learn more about the other Perficient sessions at this year’s conference. 

 

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