Consolidation Starter Kit

You will benefit from the acceleration of solution delivery and reduction of time to value vs. starting from scratch. As the core financial consolidation rules are more standardized across industries, it is a great asset to leverage proven pre-built rules and focus on your specific requirements in the areas of data sourcing, transformations, process workflows or required data model dimensionality. This will shorten the time of change, reduce the disruption and drive cost efficiency.

We will leverage our Starter Kit as the functional application environment for clarifying and defining ultimate scope, driving ideas and thoughts and allowing CFO's team a real "touch and feel" on how the modernized and automated Close & Consolidation practice may work for you, based on your base data. This is critical for leading your teams towards change and guiding them on where true opportunities and improvements exist. This leads to minimizing the gap of misunderstanding, engagement of your team faster and achieving more significant improvements and value than initially thought.

Starter Kit has been developed over last several years and contains features used by several organizations. For our customers, adopting and enhancing a pre-built content reduces the risks by leveraging already proven calculation and consolidation models for core functionalities. As the core must work well, we jointly focus on your specific needs, requirements and process design.

There is never one size fits all. Some organizations aim to transform their Close & Consolidation processes in CPM from spreadsheets, other aim to streamline complex reporting requirements or replace outdated EPM software with modern solution. Also, maturity of the organization differs in terms of people experience, process complexity or technological landscape. We aim to tailor our approach, services and solutions to stick to your DNA and reality while leading the change management and adoption to industry best-practices pre-built within our Starter Kit as the core must work for all. Within the Close & Consolidation area, adopting to best-practices is usually simpler, smarter and more meaningful.

With OneStream CPM platform, we are highly flexible and scalable with our solutions. Most of the workflow, process, data sourcing, integration & transformations, reporting or calculation requirements can be easily tailored to your needs. We are able to support both simpler requirements of mid-size groups or the most complex diverse and fast-changing reporting and multi-GAAP consolidations of the largest customers.

Yes, absolutely. Going through our Consolidation Starter Kit already in the early phase of the project allows us and your team to much better imagine and define target operating model and process requirements incl. all anticipated improvements. As we are pretty flexible with changes, we aim to run a project in hybrid agile iterative approach by enhancing and re-configuring features on the fly.

Yes. OneStream CPM platform has unique capabilities to manage all corporate performance processes within a single application. By implementing Close & Consolidation solution, you are ready to extend OneStream platform with budgeting, planning or ESG non-financial reporting easily.