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 […]
OneStream – Table Views Part 2 of 2
In Part 1 of 2 Table Views, I demonstrated the data querying functionality of Table Views and stated that in Part 2 of 2 I would demonstrate how to update the data that was queried which is the subject of this blog. If you have not read Part 1 please do so before proceeding as […]
Technical Consultant Shares Why He Got into OneStream Consulting
What is your role at Perficient? In my role as a technical consultant, I work directly with clients that have chosen OneStream to fulfill their corporate performance management (CPM) needs. I collaborate with our knowledgeable Perficient project team to identify solutions to address client pain points and discuss a possible MarketPlace solution. When we have […]
New OneStream Partner Alliance Manager: Kelly Reck
We are excited to welcome Kelly Reck to Perficient as the OneStream Partner Alliance Manager! The Partner Alliance Manager role is focused on the stewardship of our OneStream partnership. Kelly joins our team with over a decade of Corporate Performance Management (CPM) experience and is excited to hit the ground running as a new member […]
[Webinar] Aligning Spend and Business Goals with Zero-Based Budgeting in OneStream
Since coming to prominence in the 1970s, zero-based budgeting (ZBB) has pivoted from being a rigid discipline solely for cost containment to one of several approaches to link expenditures to measurable (and justifiable) initiatives. OneStream makes it easier than ever to add ZBB into the financial planning cycle. By blending highly summarized financial data with […]
OneStream Authorized Training
We are a OneStream Authorized Training partner with state-of-the-art facilities in Houston, Texas, and expanding to other locations. Courses are delivered by our experts, who bring real-world OneStream project experience to the classroom. We train clients to use OneStream XF and provide advanced-level training to the OneStream partner community. “Instructor provided many real-world examples that […]
Let’s Meet at OneStream Splash in Orlando
OneStream’s annual User Conference and Partner Summit known as Splash, includes four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe! OneStream is planning for an in-person event with a virtual option, so if you prefer not to travel, you can still benefit from attending. […]
Perficient Reaches OneStream Diamond Level Partner Status
Perficient is excited to announce that we have achieved Diamond level partner status within the OneStream partner network. As the highest level in the partner ecosystem, this represents the exceptional work of Perficient’s OneStream specialists and commitment to 100% customer success. With over two decades of experience in implementing CPM solutions, Perficient is dedicated to […]
[Webinar Recording] OneStream: How to Transform Finance with a Unified Platform
On November 11, John O’Rourke, VP of Product Marketing and Communications for OneStream, and Saju Philips, Director at Perficient, hosted a webinar: How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics. In this webinar we showcase OneStream Software’s market-leading CPM 2.0 solution, the OneStream XF SmartCPM platform. Saju and John outlined […]
How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics [Webinar]
Today’s uncertain environment has caused the Office of the CFO to think outside typical business parameters and seek investments in finance capabilities that enable the bold moves needed to become more agile during times of ambiguity. The first step in becoming a more agile finance organization requires transforming the people, processes, and technologies. OneStream is […]
CPM Data File Batch Functionality
Both OneStream and Oracle EPM cloud provide the data file batch functionality to load the data. The common ground is that they both need a specific file name format, others are different. For OneStream, here are the steps: Create batch processing extender business rule. Batch file processing is executed by creating an Extender Business […]
External Content with OneStream
One of the capabilities of OneStream XF is the ability to present data not loaded to a cube. In this blog, I will discuss how to add a hyperlink to a report and render an invoice. The GolfStream application will be utilized to document and demonstrate this functionality. For individuals familiar with GolfStream, the Houston […]