Implementation, model architecture, source-system integration, and ongoing optimisation for OneStream consolidation and planning environments.
Entity structure, elimination rules, intercompany matching, and currency translation, designed before any configuration begins, since these decisions are expensive to change after go-live.
Budgeting, forecasting, and operational planning models built on the same data model as consolidation, so finance never reconciles between two systems.
Management reporting and automated reconciliation workflows configured against your actual close calendar and entity structure.
ERP and GL feeds connected and reconciled into OneStream, with documented data lineage from source to report.
Parallel-run migration from an existing consolidation tool. Your old and new numbers proven to match before we cut over reporting.
Audits and rebuilds of underperforming OneStream models, plus ongoing support once your team is trained to run it independently.
We review your current systems, consolidation requirements, and close calendar to define exactly what the build needs to cover before any design work begins.
Entity structure, elimination rules, intercompany logic, currency translation, and planning model designed before any configuration begins. These decisions are expensive to change after go-live.
Fully documented implementation, finance team training, and reconciliation evidence before we close, built on the same zero-delta standard we apply to every EPM engagement.
Our architects bring hands-on delivery experience across OneStream, Workday Adaptive Planning, Oracle EPM Cloud, and Anaplan, which is what lets us move quickly on integration and data architecture decisions that span more than one system.
Entity structure and elimination logic design first, followed by intercompany matching rules and currency translation setup, then a parallel run against your existing close process until the numbers reconcile exactly. Only once that reconciliation is proven do we cut over reporting to the new platform. This sequencing is what prevents a close-cycle disruption during migration.
Yes, with proper migration planning. We treat this as a parallel-run exercise, building and reconciling the new consolidation logic against your existing process until it matches exactly, before cutting over reporting to the new platform.
Full documentation of the consolidation logic, reconciliation evidence against your prior close process, and a finance team trained to operate the platform independently. We also offer ongoing support for teams that want an architect on call as their requirements evolve.
Ready to scope your OneStream engagement?
Talk to our team →We’ll assess your current environment and give you a direct, architecture-led view of what to change and how.