OneStream implementation

Effective management of company finances and performance based on a cloud platform

Comprehensive solutions in the area of ​​financial management offered by PwC using the OneStream system make these processes more automatic, intuitive and effective, and operation in this area is easier than ever before.

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The OneStream platform will unlock the potential of the organization

OneStream is a technology used for integrated enterprise performance management, enabling planning, budgeting, forecasting, financial consolidation and reporting in one place.

The OneStream platform is an advanced solution that allows the integration of many departments and processes almost as quickly as changes currently taking place in the digital world. It does not matter whether the implementation starts with financial consolidation, budgeting or reporting. Thanks to the modular solution concept, it is possible to start the implementation of the platform from any area, allowing for flexible selection of subsequent steps and business processes.

The OneStream platform in particular supports the financial, controlling and planning functions of global organizations, easily adapting to the specific nature of their activities in almost every industry and enabling the integration of IT solutions previously existing in these organizations. Thanks to OneStream technology in the cloud, work in many teams scattered around the world becomes unified, based on the same procedures and patterns.

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OneStream is one technology with unlimited possibilities

Benefits of implementing OneStream improving the efficiency of enterprise operations:

Unification of distributed IT solutions and replacing them with one, unified platform for diverse processes and areas of the organization

Lowering expenditures related to maintaining or developing distributed solutions

Standardization and optimization of various planning challenges

Minimizing the time needed for manual, repetitive activities – more opportunities for analysis and creating added value

Making processes more flexible and improving their agility in terms of IT changes and maintenance

Dynamic development of subsequent solution modules, while reducing the costs of their implementation and maintenance

Unique features of OneStream enabling business development and evolution:

ikona zarządzania danymi

OneStream's financial data quality management software feature is designed to ensure the accuracy, consistency and reliability of your financial data. This is crucial to making informed business decisions and maintaining compliance with regulatory requirements.

The most important benefits and capabilities offered by this feature: integration, verification, data management and transformation, workflow automation, audit, advanced analytics and reporting, scalability and performance, and access to the user community.

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OneStream's AI financial forecasting feature uses advanced artificial intelligence and machine learning techniques to streamline your financial planning and forecasting processes.

By leveraging OneStream's AI Financial Forecasting Software, your organization can achieve more accurate, timely and insightful financial forecasts. This capability provides a strategic advantage by enabling you to make more informed decisions and respond more efficiently to changing business conditions.

One application that allows, among others, performing: financial consolidations, reporting, budgeting, planning, forecasting and data validation

Scalability and a wide range of functionalities that improve work in aspects such as automation of repetitive activities, data validation or planning work requiring an extensive work structure (workflow)

Extensive possibilities of integrating various data sources and their subsequent validation within the solution - a wide range of communication methods with other systems or environments

The innovative and unique Extensible Dimensionality® functionality allows you to use any level of data aggregation, depending on the requirements of a specific department or process - matching business needs and increasing application flexibility

Knowledge exchange platforms such as “MarketPlace”, “PartnerPlace”, “OpenPlace” and “Support Portal” that enable users to access information and support from experienced consultants

Ready-made solutions in response to current user needs:
Thanks to "Solution Exchange", users can use over 75 ready-made solutions based on real cases, which accelerates the implementation and development of new modules in the organization

OneStream implementation: one platform supporting many areas

Modern analytical and planning solutions, in order to meet the constantly growing requirements placed on them in a dynamically changing environment, cannot focus their attention solely on financial departments, where they usually have their origins. OneStream, thanks to its universal functionalities, can be used in almost every aspect of an enterprise's operation, enabling effective work of planning teams.

Human Capital planning (Workforce/People Planning)

Take advantage of ready-made global metrics for pay, benefits and payroll taxes to plan dynamically based on diverse data sources. Joint development of a plan related to employment, changes in remuneration and its components becomes simple thanks to the possibilities of interaction between participants in the platform.

ESG Reporting & Planning

The OneStream platform, with a dedicated ESG reporting and planning solution, enables data collection, consolidation and analysis. Additionally, data validation and certification functions and the ability to attach attachments to workflow make it easier to incorporate unstructured information. Combining modules minimizes the time and costs of data preparation, and interactive dashboards automate report generation.

Sales and Operations (S&OP)

OneStream can be used not only as a platform for aggregation and calculations, but also to create alternative scenarios and identify factors that have the greatest impact on key KPIs. Its functionalities work well in this aspect, allowing you to appropriately adjust the level of planning aggregation and combine aggregated data with other modules.

Why is it worth starting OneStream implementation with PwC?

PwC Polska is the OneStream implementation partner.


Our team consists of practitioners with over 10 years of business experience in the area of ​​controlling and transformation of financial processes. The strategic partnership with OneStream additionally expands our competences in the area of ​​EPM, allowing us to effectively implement this solution, ensuring optimal process architecture and transfer of knowledge and competences in the form of training tailored to the needs of employees.

PwC has a global team of specialists in the Americas and EMEA to support the needs of our clients, including EPM COE specialists in India and China focused on OneStream implementations. The PwC Polska team provides strategic advice on system development and optimization.

Experience and expertise

Global network and local understanding

Comprehensive services

Individual approach

Innovation and modern technologies

Trust and reputation

How can we help with OneStream implementation?

Thanks to the practical experience of our experts in financial departments and knowledge of the best market practices in the area of ​​transformation of reporting and financial consolidation processes, as well as project management methods, we will provide you with effective support at every stage of implementation.

Each of these stages is crucial for the successful implementation of the OneStream tool and ensuring that the system meets all customer requirements and brings the expected business benefits.

We support our clients in financial transformation and process analysis, starting from development strategy, selection of appropriate tools, through technology implementation and maintenance.

The OneStream implementation process includes several key stages:

Assessment and planning

We conduct a requirements analysis to identify business goals, technical specifications and organizational needs of the client. We check whether the IT infrastructure and teams are prepared for implementation and develop a detailed schedule of activities, resources and budget. We assign specific priorities and time frames to individual stages of the project.

Designing the solution

PwC designs the structures of the OneStream solution, tailored to the client's specific requirements, and ensures the correct system architecture. We are responsible for creating business models, such as budgeting, planning and financial consolidation. We also design mechanisms for data integration with ERP, CRM systems and other data sources.

Configuration and development

At this stage, we set the basic system parameters, such as account hierarchies, organizational structures, and workflows. We implement custom functions and scripts to meet specific customer requirements. We create intuitive end-user interfaces tailored to specific needs.

Testing

We perform unit tests on individual system components to ensure they work as expected. Through integration tests, we check the interoperability of OneStream with other systems and data sources. We also conduct final tests with key users to confirm that the system meets business requirements.

Training and documentation

We prepare and conduct training for employees to provide them with appropriate skills in using the OneStream platform. We also provide training for technical teams in system management, maintenance and administration. We provide detailed technical post-implementation and operational documentation for the end user of the application.

Implementation (Go-Live)

We are responsible for transferring and validating data from existing systems to OneStream, as well as switching operations to the new system. We provide full technical support during the first days after implementation. We control the use of IT resources and the system load during the standard work of all users of the solution.

Post-implementation support

We constantly monitor system performance and optimize its operation. We provide ongoing technical support and solving potential problems. We implement new functions and system updates as business needs evolve. If necessary, we make changes to previously developed functionalities.

How can we help with OneStream implementation?

Thanks to the practical experience of our experts in financial departments and knowledge of the best market practices in the area of ​​transformation of reporting and financial consolidation processes, as well as project management methods, we will provide you with effective support at every stage of implementation.

Each of these stages is crucial for the successful implementation of the OneStream tool and ensuring that the system meets all customer requirements and brings the expected business benefits.

We support our clients in financial transformation and process analysis, starting from development strategy, selection of appropriate tools, through technology implementation and maintenance.

The OneStream implementation process includes several key stages:

Assessment and planning

We conduct a requirements analysis to identify business goals, technical specifications and organizational needs of the client. We check whether the IT infrastructure and teams are prepared for implementation and develop a detailed schedule of activities, resources and budget. We assign specific priorities and time frames to individual stages of the project.

Designing the solution

PwC designs the structures of the OneStream solution, tailored to the client's specific requirements, and ensures the correct system architecture. We are responsible for creating business models, such as budgeting, planning and financial consolidation. We also design mechanisms for data integration with ERP, CRM systems and other data sources.

Configuration and development

At this stage, we set the basic system parameters, such as account hierarchies, organizational structures, and workflows. We implement custom functions and scripts to meet specific customer requirements. We create intuitive end-user interfaces tailored to specific needs.

Testing

We perform unit tests on individual system components to ensure they work as expected. Through integration tests, we check the interoperability of OneStream with other systems and data sources. We also conduct final tests with key users to confirm that the system meets business requirements.

Training and documentation

We prepare and conduct training for employees to provide them with appropriate skills in using the OneStream platform. We also provide training for technical teams in system management, maintenance and administration. We provide detailed technical post-implementation and operational documentation for the end user of the application.

Implementation (Go-Live)

We are responsible for transferring and validating data from existing systems to OneStream, as well as switching operations to the new system. We provide full technical support during the first days after implementation. We control the use of IT resources and the system load during the standard work of all users of the solution.

Post-implementation support

We constantly monitor system performance and optimize its operation. We provide ongoing technical support and solving potential problems. We implement new functions and system updates as business needs evolve. If necessary, we make changes to previously developed functionalities.

Make an appointment for a demonstration of the capabilities of the OneStream platform

Write to us

Katarzyna Podgórna

Managing Partner, People Partner, PwC Poland

+48 519 504 681

Email

Andrzej Olesiński

Senior Manager, PwC Poland

+48 519 505 826

Email

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