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Platforms and Technology : Corporate Performance Manager
Corporate Performance Management

Modernize Finance to Drive Profitability and Improve Performance with OneStream Software

You need access to integrated information and insights to drive profitability. This requires a performance management strategy and platform that gives you historical data, current results, and predictive analytics.

We provide quantitative insights on performance and critical details about how your organization is performing. OneStream gives you powerful tools to improve the speed, flexibility, and accuracy of planning, budgeting, and consolidation cycles. Together, these improve decision-making, allow a quicker response to threats and opportunities across the enterprise, and enable your organization to perform at its best.

Financial Process Optimization 

As a leader, you want actionable insights faster. Do you have the personnel, systems, data, and business processes to deliver? Our senior CPM advisors can provide the deep perspective and insights to define the right strategy for your organization with a Financial Process Optimization engagement, which includes:

Review of more than 70 CPM business process and focus areas

  • CPM maturity assessment
  • Peer comparisons and industry best practices
  • Detailed findings on Financial Consolidation and Close, Budgeting and Forecasting, Internal and External Reporting, Tax Provisioning, and Profitability Analytics
  • Opportunities ranked for value and effort

Is Your CPM Solution Ready for a Move to the Cloud? 

Cloud-based CPM suites offer advantages such as pre-built solutions, integrated business processes, scalability, and cost control. Better still, you don’t have to relinquish control over your data.

OneStream leverages Microsoft Azure to provide a secure, reliable, and scalable environment for your most trusted financial data.

Our cloud readiness assessment determines whether a cloud solution makes sense for your business. We will:

  • Conduct an on-premises vs. SaaS comparison
    • Prepare a high level look at current and future state
      • Show 5-year total cost of ownership (licensing, consulting, hosting, training, and support)
        • Demonstrate migration (or conversion) time to value

Business Performance Insights at Your Fingertips 

OneStream delivers dynamic information to multiple stakeholders with lower maintenance for Finance and IT. Empower your workforce by enabling team-based narrative reporting, accurate financial statements, and powerful profitability analytics.

Keep a Competitive Edge with OneStream

Maintaining up-to-date applications, including cloud-based solutions, can be the most effective way to meet the latest accounting and reporting regulations, or manage change that comes with acquisitions and divestitures.

Before any upgrade, your finance and IT management teams need to answer:

  • Will leadership see the value?
    • Will users adopt the new features?
      • How quickly can it be done?
        • Does the latest release align with overall IT strategy?
          • Is it compliant with third-party vendors?
          • Our OneStream advisors and technical experts will put you on the right course if you are considering an upgrade, consolidation, or spin-off of your CPM systems.

Guarantee the Lights Are Always On

SupportNet is our comprehensive and fully configurable service for OneStream applications.

We don’t use large call centers or offshore facilities. All SupportNet engineers are dedicated, U.S.-based experts with many years of client consulting experience. Our high-touch approach means you’re not just a number in a queue - you’ll know your technician by name.

With SupportNet, you have a pool of highly skilled resources available to respond quickly to incidents or questions. Or, leverage on-demand hours when your internal staff is stretched thin. Best of all, our technicians will be familiar with your environment, so there’s no ramp-up time required.

OneStream Authorized Training Provider

We are one of only three OneStream authorized training providers in the US and deliver instructor-led training from our state-of-the-art training facilities in Houston, TX and are expanding to other locations. If virtual training is your preference, we have this option, too!

What Our Students Say: 

“The best training session that I have participated in.” 
“Instructor provided many real-world examples that made the lessons clear and understandable.” 
“Instructor was amazing. Clear, concise, and patient.”

We’re Partnered with Tech Giants to Bring You Quantitative Insights 

You need a solid CPM strategy and the right CPM technology platform to drive profitability. Our partnerships ensure you have the right tools to succeed.

Gold-Certified Award-Winning Microsoft Partner

As a Gold-Certified, award-winning Microsoft partner and National Solution Provider (NSP), we're recognized experts for delivering strategic solutions across the Microsoft Cloud.

We combine our strong relationship with Microsoft and our years of experience on Azure to deliver you business solutions that help you achieve your goals.

Are You Ready to Better Understand and Manage Your Business Performance?