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Posts Tagged ‘cpm’

Splash 2024

OneStream Splash 2024 Las Vegas – Let’s Meet

Splash, OneStream’s annual Global User Conference and Partner Summit, takes place May 20-23 in Las Vegas! OneStream is expecting 2,300+ attendees to converge on Las Vegas for four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. Perficient is proud to be a Splash sponsor […]

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Identifying & Deletion of Orphan Members in OneStream via simple Excel hacks

Background Orphan members in OneStream are the members with no parent. Due to this, they are bit difficult to locate using Search Hierarchy feature, since technically they do not sit anywhere in hierarchy. They even do not get captured in grid view. Sometimes, an organization might want to delete them as they are no longer […]

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Unlocking Success: The Benefits of a Corporate Performance Management Solution

In today’s dynamic and competitive business landscape, organizations strive to achieve optimal performance and drive growth. To stay ahead of the curve, businesses need a comprehensive and efficient system to manage and enhance their performance. Enter Corporate Performance Management (CPM) solutions—a powerful tool that empowers organizations to align their strategies, measure progress, make data-driven decisions, […]

Top 5 Benefits for deploying a COE

Introduction: Centers of Excellence (CoE), also called “Center of competency” is a multidisciplinary team that includes executive sponsors, key stakeholders, finance representatives, business teams and technical implementation teams. They are fast becoming an integral part of Finance service’s delivery model. Why is CoE important? A 2020 BCG research showed that 70% of digital transformations fall […]

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Capital Expenditure Planning, Art and Science

In today’s inflationary business landscape, using funds for Capital Expenditures requires a cautious posture. Optimizing how well capital is planned and allocated is a crucial driver of shareholder value and competitive advantage. It is part art and part science, a complex process to master in the office of finance. The science may be straightforward; however, […]

Salesforce for Financial Services

How to Query & Extract data from OneStream metadata XML using XPath & XSLT

Background OneStream supports exporting metadata into XML file for backup and restore purpose (via menu Application > Tools > Load/Extract). This blog covers technique to extract this information from metadata XML using technology named XSLT (eXtensible Stylesheet Language Transformation), which can read XML hierarchy & extract information from it.   Tools Required Microsoft Visual Studio […]

How to Make Digital Transformation Gains in 2019 - Perficient

2023 Initiatives for the CFO & CIO

2023 is going to be a challenging year for CFOs. Rising inflation (and interest rates), labor shortages and workplace transformations, continued supply chain complications, and increasingly complex and controversial external reporting requirements are all just a few of the major obstacles facing organizations in the new year. With so many issues at the doorstep and […]

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New OneStream and Informatica Alliance Manager: Juliette Collins

At Perficient, it’s our people who make a difference, and we’re excited to introduce the newest addition to our team. Meet OneStream and Informatica Partner Alliance Manager, Juliette Collins! With over twenty years of sales and relationship management experience, Juliette is using her expertise to build meaningful bonds and drive even bigger, better Perficient partnerships. […]

Azure Databricks

Key Features Recently Made Available in Oracle Enterprise Data Management

The most recent release of new features for Oracle Enterprise Data Management contain some great capabilities. Continue reading below to find out more!   Viewpoint Querying The ability to search for nodes within Oracle EDM has been greatly enhanced with the recent addition of Viewpoint Queries. Now, users can easily find nodes within a viewpoint […]

Important April Updates for Oracle EPM Cloud Customers

BETTER DATA MOVEMENT ACROSS APPLICATIONS Smart Push is a Forms feature available in Planning, Financial Consolidation and Close, and Tax Reporting which permits the movement of data from one cube to another. This movement, or push, occurs instantaneously during execution (click here for options on configuring when the push occurs). Smart Push uses Data Maps […]

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Kurt Mayer, CPM Solutions Architect, Earns Design Learning Path Certification from OneStream

The OneStream Design Learning Path provides students with access to metadata, workflow, and rules design-related courses. Using a variety of interactive tools, students can navigate through a series of lessons and activities that enable them to comprehend the key elements of a project’s design phase. Students that have earned this certification have demonstrated the knowledge […]

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OneStream Hands-On Workshop Earns High Marks

We are so excited to have partnered with OneStream for our first in-person workshop ‘Drive Better Business Decisions Through FP&A’, on December 15th. Led by a certified OneStream instructor, attendees gained valuable insight into a market leading, corporate performance management platform through hands-on learning. Attending a webinar or watching a demo can’t compare to navigating […]

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