Implement. Optimize. Rescue.
Three engagements, one standard: a OneStream platform your finance team runs without us. Every engagement is scoped to your close calendar and your org — not pulled from a playbook.
Implement
Full-cycle OneStream delivery — from application design through go-live — for financial consolidation, close, planning, and reporting. Built around your close calendar, not a generic template.
- Application design: dimensions, cube architecture, and business rule development
- Workflows and cube views shaped around how your team actually closes
- Data integration, connector setup, and ETL pipeline configuration
- Parallel close testing, UAT, and production deployment with hypercare
Optimize
For teams whose platform works, but slower and messier than it should. We tune performance, clean up consolidation rules, and redesign planning and reporting so the platform earns your team's trust back.
- Performance tuning and consolidation rule cleanup
- Budget and forecast model design with driver-based planning
- Reporting and variance analysis redesign for close and FP&A
- Workflow automation to replace manual handoffs and reconciliation
Rescue
Independent assessment and remediation for stalled or failed implementations. You get an honest read on what's broken — design, data, rules, or delivery — and a concrete plan to fix it. No discovery theater, no 40-slide deck.
- Current-state assessment: application design, data quality, and process mapping
- Prioritized remediation plan with measurable milestones and a clear definition of done
- Hands-on remediation and re-launch, or handoff documentation your team can execute
Not sure which engagement fits?
Start with a working session on your current close and planning process. We'll tell you plainly what we'd change — and whether you need us at all.