Posts Tagged ‘OneStream’

We are excited to welcome Kelly Reck to Perficient as the OneStream and Kyriba Partner Alliance Manager! The Partner Alliance Manager role is focused on the stewardship of our OneStream and Kyriba partnerships. Kelly joins our team with over a decade of Corporate Performance Management (CPM) experience and is excited to hit the ground running […]

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 […]

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 […]

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 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 […]

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 […]

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 […]

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 […]

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 […]

As mentioned in part one, the four types of data integrations are delimited file, fixed file, data management, and data connector. In this blog, I will explain how to set up a direct connect that will pull data into OneStream from an external data source without the need for a file. This article assumes that […]

In addition to releasing version 6.0 and 6.1.1. of OneStream XF this year, OneStream software continues innovating and enhancing MarketPlace solutions.  During the last two months approximately, one new solution, Cloud Administration Tools “CAT”, and three updates:  Account Reconciliations “RCM”, Task Manager “UTM” and Tax Provision “TXP” have been released.  This blog will feature CAT, […]

On my most recent client engagement, I was tasked with importing data into OneStream. Data integrations are a strength of OneStream, and there are several methods to load data into the system. The four types of data integrations are: delimited file, fixed file, data management, or data connector. My client required flat file and direct […]