EPM Advisory

OneStream architecture and advisory.

Our team provides OneStream XF architecture and implementation advisory — unified CPM platform design, financial consolidation, planning, and reporting for organisations adopting or expanding OneStream.

What our team delivers
OneStream XF platform architecture and design
Financial consolidation model design
Planning and forecasting solution build
Reporting and dashboard architecture
Data integration and connector design
MarketPlace solution evaluation and implementation
OneStream model optimisation and performance tuning

“OneStream XF is one of the most capable unified CPM platforms available. Its power is also its complexity — without strong architecture thinking from the start, implementations grow difficult to maintain. Our team brings the EPM experience and FP&A depth to design OneStream solutions that last.”

Our approach

OneStream XF's unified architecture — where consolidation, planning, reporting, and data management run on a single platform and a single data model — is its key advantage over legacy EPM platforms. But realising that advantage requires careful architectural design. Our team helps organisations design OneStream solutions that fully leverage this unification.

Financial consolidation is often the starting point for OneStream implementations. Our architects design consolidation models that handle complex group structures, intercompany eliminations, currency translation, and statutory reporting requirements — with the governance and audit trail finance and external reporting teams require.

Planning on OneStream requires a different approach to dimension design compared to Workday Adaptive Planning or Oracle EPM. The unified model means planning and consolidation share metadata — a design constraint that our architects manage carefully to avoid complexity downstream.

OneStream advisory is available as a standalone engagement or alongside Workday Adaptive Planning work — for organisations running a multi-platform EPM environment or evaluating their CPM landscape. Our team provides architecture-first guidance on whether OneStream is the right fit, and how to implement it correctly if it is.

Related services

Ready to discuss your planning architecture?

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Let’s talk about your OneStream needs.

Our architects will assess your current environment and give you a clear, honest view of what needs to change.