Analyst Report

Gartner® Magic Quadrant™ für Financial Planning Software

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OneStream wurde im Gartner Magic Quadrant 2022 für Financial Planning Software als Leader ausgezeichnet.

Gartner definiert Finanzplanungssoftware als das entscheidende Instrument, das es Unternehmen ermöglicht, ihre unternehmensweiten Finanzplanungs-, Forecasting- und Budgetierungsprozesse zu steuern. Sie bietet den Finanzabteilungen die Möglichkeit, die Finanzstrategie des Unternehmens über alle drei Abschlüsse hinweg (GuV, Bilanz und Cashflow) zu planen und zu analysieren. Eine solche Software bietet wichtige Funktionen zur Modellierung, Kollaboration, Analyse und Ergebnis-Berichterstattung, und erleichtern dem Anwender die Bereitstellung und Kontrolle der finanziellen Ergebnisse.

Der Gartner Magic Quadrant Report für Financial Planning Software bietet informative Einblicke in die neuesten Markttrends, die führenden und kommenden Anbieter, sowie die wichtigsten Bewertungskriterien für Softwareanbieter. Laden Sie den Gartner-Report (auf Englisch) herunter und erfahren Sie mehr über:

  • Die neuesten Markttrends im Bereich Finanzplanung
  • Die wichtigsten Anbieter und wie sie positioniert sind
  • Warum OneStream zum “Leader” ausgezeichnet wurde
  • Best Practices bei der Evaluation und Auswahl eines Anbieters

 

Gartner Magic Quadrant für Financial Planning Software, Regina Crowder, Farrah Watson and Matthew Mowrey, 24. November 2022 

 

Disclaimer: 

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. 

GARTNER and Magic Quadrant  are a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.


Analyst Report

Gartner® Magic Quadrant™ per il software di pianificazione finanziaria

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Analyst Report

OneStream è stato nominato leader nel Magic Quadrant 2022 di Gartner nella categoria dei software di pianificazione finanziaria.

Gartner definisce il software di pianificazione finanziaria come lo strumento chiave che consente alle organizzazioni di gestire i processi di pianificazione finanziaria, previsione e budgeting in tutta l’azienda. Il software di pianificazione finanziaria consente alle organizzazioni finanziarie di pianificare e analizzare la strategia finanziaria dell’azienda in tutti e tre i bilanci (profitti e perdite, stato patrimoniale e flussi di cassa). Supporta funzionalità di modellazione, collaborazione, analisi e reporting delle prestazioni, che migliorano la capacità dell’utente di gestire efficacemente le performance finanziarie.

Questo rapporto Magic Quadrant di Gartner sui software di pianificazione finanziaria fornisce informazioni preziose sulle ultime tendenze del mercato, sui fornitori leader, sui fornitori futuri e sui criteri di valutazione chiave dei fornitori.

Scarica il rapporto Gartner se vuole saperne di più:

  • Quali sono le ultime tendenze del mercato della pianificazione finanziaria?
  • Chi sono i fornitori chiave e come sono posizionati.
  • Perché OneStream è stato nominato leader.
  • Le migliori pratiche per valutare e selezionare un fornitore

Quadrante magico di Gartner per i software di pianificazione finanziaria, Regina Crowder, Farrah Watson e Matthew Mowrey, XX settembre 2022

Disclaimer: 

Gartner non approva alcun fornitore, prodotto o servizio descritto nelle sue pubblicazioni di ricerca e non consiglia agli utenti di tecnologia di scegliere solo i fornitori con le valutazioni più alte o altre designazioni. Le pubblicazioni di ricerca di Gartner contengono le opinioni dell’organizzazione di ricerca di Gartner e non devono essere interpretate come dichiarazioni di fatto. Gartner declina tutte le garanzie, espresse o implicite, in relazione a questa ricerca, comprese le garanzie di commerciabilità o di idoneità per uno scopo particolare.

GARTNER e Magic Quadrant sono un marchio di fabbrica e di servizio di Gartner, Inc. e/o delle sue affiliate negli Stati Uniti e a livello internazionale e sono utilizzati qui con il permesso. Tutti i diritti riservati.

 


Analyst Report

Gartner® Magic Quadrant™ para Software de Planificación Financiera

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Analyst Report

OneStream es nombrado líder en el Cuadrante Mágico de Gartner 2022 dentro de la categoría de software de planificación financiera.

Gartner define el software de planificación financiera como la herramienta clave que permite a las organizaciones gestionar sus procesos de planificación financiera, previsión y presupuestación en toda la empresa. El software de planificación financiera permite a las organizaciones financieras planificar y analizar la estrategia financiera de la empresa en los tres estados financieros (pérdidas y ganancias, balance y flujos de caja). Soporta capacidades de modelado, colaboración, análisis e informes de rendimiento, todo lo cual mejora la capacidad del usuario para gestionar eficazmente el rendimiento financiero.

Este informe del Gartner Magic Quadrant sobre software de planificación financiera proporciona información valiosa sobre las últimas tendencias del mercado, los proveedores líderes, aquellos que están por venir, y los criterios clave de evaluación de los proveedores.

Descarga el informe de Gartner para si te interesa conocer: 

  • Cuáles son las últimas tendencias del mercado de la planificación financiera.
  • Quiénes son los proveedores clave y cómo se sitúan.
  • Por qué OneStream ha sido nombrado líder.
  • Las mejores prácticas para evaluar y seleccionar un proveedor

El Cuadrante Mágico de Gartner para software de planificación financiera, Regina Crowder, Farrah Watson y Matthew Mowrey, XX septiembre 2022 

Disclaimer: 

Gartner no respalda a ningún proveedor, producto o servicio representado en sus publicaciones de investigación, y no aconseja a los usuarios de tecnología que seleccionen sólo a los proveedores con las calificaciones más altas u otra designación. Las publicaciones de investigación de Gartner consisten en las opiniones de la organización de investigación de Gartner y no deben interpretarse como declaraciones de hecho. Gartner renuncia a toda garantía, expresa o implícita, con respecto a esta investigación, incluyendo cualquier garantía de comerciabilidad o idoneidad para un propósito particular.

GARTNER y Magic Quadrant son una marca registrada y una marca de servicio de Gartner, Inc. y/o sus afiliados en los Estados Unidos y a nivel internacional y se utilizan aquí con permiso. Todos los derechos reservados.

 


Analyst Report

Gartner® Magic Quadrant™ para Software de Planeaciónn Financiera

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Analyst Report

OneStream es nombrado líder en el Cuadrante Mágico de Gartner 2022 dentro de la categoría de software de planificación financiera.

Gartner define el software de planificación financiera como la herramienta clave que permite a las organizaciones gestionar sus procesos de planificación financiera, previsión y presupuestación en toda la empresa. El software de planificación financiera permite a las organizaciones financieras planificar y analizar la estrategia financiera de la empresa en los tres estados financieros (pérdidas y ganancias, balance y flujos de caja). Soporta capacidades de modelado, colaboración, análisis e informes de rendimiento, todo lo cual mejora la capacidad del usuario para gestionar eficazmente el rendimiento financiero.

Este informe del Gartner Magic Quadrant sobre software de planificación financiera proporciona información valiosa sobre las últimas tendencias del mercado, los proveedores líderes, aquellos que están por venir, y los criterios clave de evaluación de los proveedores.

Descarga el informe de Gartner para si te interesa conocer: 

  • Cuáles son las últimas tendencias del mercado de la planificación financiera.
  • Quiénes son los proveedores clave y cómo se sitúan.
  • Por qué OneStream ha sido nombrado líder.
  • Las mejores prácticas para evaluar y seleccionar un proveedor

El Cuadrante Mágico de Gartner para software de planificación financiera, Regina Crowder, Farrah Watson y Matthew Mowrey, XX septiembre 2022 

Disclaimer: 

Gartner no respalda a ningún proveedor, producto o servicio representado en sus publicaciones de investigación, y no aconseja a los usuarios de tecnología que seleccionen sólo a los proveedores con las calificaciones más altas u otra designación. Las publicaciones de investigación de Gartner consisten en las opiniones de la organización de investigación de Gartner y no deben interpretarse como declaraciones de hecho. Gartner renuncia a toda garantía, expresa o implícita, con respecto a esta investigación, incluyendo cualquier garantía de comerciabilidad o idoneidad para un propósito particular.

GARTNER y Magic Quadrant son una marca registrada y una marca de servicio de Gartner, Inc. y/o sus afiliados en los Estados Unidos y a nivel internacional y se utilizan aquí con permiso. Todos los derechos reservados.

 


Ingeteam


About Ingeteam

Ingeteam is an international technology company specializing in the conversion of electrical energy. Its technological development in power and control electronics (inverters, frequency converters, controllers and protections), rotating electrical machines (motors, generators and Indar motor-pump units), systems (integration of electro-mechanical and automation engineering) and operation and maintenance services, enables it to offer solutions for the wind, photovoltaic, hydroelectric and fossil generation sectors, the metal processing industry, the shipbuilding industry, railway traction and the electricity grid, including substations covering transport and distribution, that are always looking for more efficient energy generation and consumption.

Ingeteam operates worldwide and has permanent sites in 24 countries, employing more than 4,000 people. Its activity is structured based on R&D&I, in which it invests more than 5% of its turnover annually. For more information, please visit Ingeteam.com.

“Ingeteam is a very dynamic company, hence the need for a more powerful and flexible platform that is easier to manage.”

– Aitor Barrondo, Global Accounting, Audit & Controlling Director, Global Accounting, INGETEAM

Download the Case Study
 

The Challenge

Ingeteam made the decision to implement a new financial consolidation and reporting solution, replacing the previous one based on Oracle Hyperion Financial Management (HFM) and Essbase, due to the need to deal more efficiently with situations such as the dynamism required by the recurrent business mergers, acquisitions and splits. Additionally, Ingeteam required improved visibility and traceability of data for reporting, and an improved method to providing scalability in the reporting models established for the legal and management purposes.

Ingeteam needed to optimize the company’s existing data model, which had become complex and contained many analytical dimensions, some of which were obsolete or had been reused for the new reporting purposes required. The financial user team also needed more autonomy in the management of processes and master data. It was time for Ingeteam to streamline finance processes and empower the enterprise with insights and agility

Selection Process

The process of selecting a new consolidation and reporting solution was proposed by Ingeteam from the outset as a joint project of the Management Systems and Administration & Finance Departments. Together, these teams analyzed various corporate performance management (CPM) platforms.

The participation of its partner Nova was also agreed as fundamental from the outset, due to its high degree of knowledge of Hyperion/HFM and expertise in the industry. When OneStream was initially presented, there was a lack of references in the market, which was a challenge for Ingeteam, who would be the first implementation of financial consolidation in Spain with OneStream. But as a OneStream certified partner, Nova’s passion and focus was exciting for Ingeteam and the company’s needs for future evolution.

According to Aitor Barrondo, Global Accounting, Audit & Controlling Director at Ingeteam, “Ingeteam is a very dynamic company, hence the need for a more powerful and flexible platform that is easier to manage. After several sessions of contrasting needs with the potential of OneStream, Ingeteam were sure that they could achieve what they needed with OneStream and Nova, and they could also incorporate complementary solutions through the OneStream MarketPlace at no additional cost.”

A Modern CPM platform

For Ingeteam, OneStream has enabled the redesign and simplification of processes, the unification of data management and the automation of unnecessary manual processes.

Data analytics has been dramatically simplified as well. Previously users required IT skills to analyze large volumes of data and extract historical data, with great difficulty in tracing the loaded file. With OneStream, users can independently analyze the information and view the source of the data at their convenience and with ease.

From the OneStream MarketPlace, the consultancy team is helping Ingeteam to find new applications and capabilities to leverage. The MarketPlace will allow Ingeteam to extend their investment with targeted solutions that can be downloaded, configured and deployed within minutes.

“Thanks to the OneStream MarketPlace Parcel Service application, Ingeteam is able to launch all the reports for the month in just a few seconds, generating 90 documents in a few minutes, with all the KPIs of the Scorecard, for each entity, business, sector and segment. This is something that previously required the maintaining of a host of Excel templates, version management, and customizing the members that made up each structure, in a manual and inefficient process”, states Barrondo.

Benefits Obtained

Through OneStream, Ingeteam now has a user friendly online system that integrates the contents of the individual consolidation packages (details of annual accounts), for their use and integration in the Global Consolidation Package. This is a major benefit by avoiding the transfer of information in parallel processes and systems.

In addition, financial consolidation processes have been simplified, with a significant reduction in consolidation adjustments, given the large volume of transactions and balances between Ingeteam entities, and between its business units.

Monthly calculations of the different target scenarios, forecasts and the extrapolation of the monthly reporting have been integrated and standardized, avoiding external calculations that were previously performed in Excel. Through the project, it has been possible to build a secure, efficient, robust data management infrastructure that can be extended to the data warehouse.

From an analytical perspective, the data visibility has improved thanks to the dashboards developed. Ingeteam has reduced the manual maintenance of structures, integrating the master data management with its systems for agile and automatic maintenance of the client structure. A very important aspect for users has been the customization of access to information based on the different user profiles. Their analytics are more advanced and they are more aware of the potential and improvements that OneStream has brought to their daily lives.

About the Implementation Partner

Founded in 2007, Nova is a consultancy services company focused on Enterprise Performance Management and Data Analytics, based in Spain, and working on big companies of all economic sectors. Nova has a very deep knowledge of financial processes around performance measurement, financial reporting, and automatization through technology. The Nova consultancy team is very skilled, both on finance and technology fields, with proven expertise in EPM. Nova has been a OneStream partner since 2019.

For more information, please visit nova-praxis.com.

Download the Case Study


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Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!
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Analyst Report

Financial Decision-Makers Outlook October 2022

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Analyst Report

Hanover Research Financial Decision-Makers Outlook October 2022

The Hanover Research Financial Decision-Makers Outlook for October 2022, sponsored by OneStream Software, is based on a survey of over 650 finance executives in North America and Europe. It highlights how the economic disruptions of recent years have impacted businesses, what financial decision makers’ outlook is for the global economy in 2023, their approaches to DEI and ESG initiatives and planned technology investments.

Download the report to learn how financial leaders are planning for 2023 and how they are investing in cloud-based planning, analytics, AI and machine learning technology to increase efficiency and business agility


Signode


About Signode Industrial Group

Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers. The company is a pioneer in the industrial packaging sector with a long history of customer-focused innovations in materials, processes and automation technology that have revolutionized the sector. For more information, please visit Signode.com.

“With OneStream we’ve experienced improved automation, especially with our Price/Cost and Product P&L cubes. We’ve improved our processes by allowing local users to edit transformation rules, which in return has reduced required administrative support. The local users have improved visibility into the data by using drill back to trial balance function and mapped trial balance reports. But beyond all, we now have a single CPM platform for all of Crown/Signode which has improved data integrity, security, and controls while providing customization for different divisions of the business.”

– Michael Wright, VP Financial Systems and FP&A, Signode Industrial Group

Download the Case Study

 

The Challenge

Headquartered in Tampa, FL, Signode Industrial Group is the Transit Packaging Division of Crown Holdings, Inc. employing over 8,000 people and operating at a revenue of $2.5B annually. With 80+ manufacturing facilities across 6 continents, Signode has over 50 ERP systems and was using Oracle HFM, FDM and Essbase to tackle complex financial operations. But unfortunately, these fragmented legacy products could not keep up with Signode’s growing requirements.

“Our version of HFM was very old, the performance of HFM was poor, and dimensionality wasn’t being used properly,” said Michael Wright, VP Financial Systems and FP&A at Signode Industrial Group. “We had to centralize all mapping changes for trial balance submissions into HFM, rather than allowing the local teams to manage their mappings. With so many ERPs, it took a great deal of time, and was significant work to accomplish.”

According to Wright, there was a manual process to extract data from HFM and load and calculate it in Essbase. This also meant that there was frequently a data latency issue between HFM and Essbase. The end-to-end solution was very complicated, required significant centralized support, and was an inefficient use of time for both the employees and the support staff. These are just a few of the many factors that contributed to Signode’s finance transformation project.

Making the Move to OneStream

To kick off the evaluation process, Signode initially met with Oracle, but upgrading from HFM to Oracle FCCS was going to be a very costly and time-consuming project. So, the company moved on to evaluate Host Analytics and Tagetik, before making their final selection with OneStream.

“During this process, we were acquired by Crown Holdings, who was still on Hyperion Enterprise,” Wright explained. “We selected OneStream because it had the all-in-one license approach, the flexibility we required for both Crown and Signode, plus strong customer references.” The combined Crown and Signode teams
implemented OneStream to replace both company’s legacy applications.

Implementing a Modern CPM Solution

While many people were involved with the design and implementation, OneStream and implementation partner, Nova CPM, were the two consulting teams that supported the project. There was a core team of internal resources that were heavily involved in all phases of the project and additional business resources were brought in for testing and UAT.

Signode went live with financial consolidation in April of 2020 and completed Phase 2 in Q1 of 2021. Wright explained, “In our second phase, we created a ‘Product P&L’ reporting cube that allocated costs to the various product lines in order to evaluate profitability by each of our 40+ product lines.”

During implementation, the project team really learned a lot more about how different divisions use data to run and understand their business. Today Signode has approximately 180 users in OneStream with 80-90% of those users working from Accounting and Finance departments. Signode also has users from Tax, Internal Audit, Treasury, and Corporate Development.

OneStream for Financial Consolidations & Reporting

On a monthly basis, Signode’s 100+ business units submit a variety of financial information, including trial balances as well as supplemental data such as volumes, headcounts, and AR aging. Controllers submit their trial balance multiple times during close to meet preliminary deadlines and review data. With OneStream, the local controllers can make any necessary updates to their transformation rule tables during the close.

“Supplemental data is submitted through a variety of forms, and there are multiple submission deadlines, depending on the data set,” said Wright. “To achieve this, we’ve structured the submission nodes and workflow channels so we can lock subsets of the data during close. OneStream’s ability to lock/unlock specific data sets for specific entities is huge for us. We’ve eliminated one FTE related to system administration and for our Business Unit Controllers we’ve reduced the time spend on data submission each month by 30%.”

From a consolidations and reporting perspective, the business units operate with approximately 25 different currencies with significant intercompany activity. For IC eliminations, Signode uses OneStream’s automatic elimination for AR/AP, sales, interest, and dividends which saves time and manual effort. “We use Cube Views and Dashboard reports out of OneStream, plus the Excel Add-In feature,” Wright added. “Many users prefer that approach because they can create highly customized reports, and leverage their familiarity with Excel.”

Benefits of OneStream

Signode’s budget and forecast process now utilizes OneStream as well. Wright explained, “Officially, we have three forecasts that we complete throughout the year, however, each of the forecast periods usually have a ‘pre-forecast’ scenario as well. We have setup OneStream to have scenarios that represent all combinations of actual months to forecast months. For Signode we were able to reduce our forecasting cycle by approximately 2 days.”

A big benefit to the company has been using OneStream in the cloud. The team no longer has to worry about connecting to different Crown/Signode networks to access the platform. This was not the case with HFM, where users had to be in network or VPN to access it. Additional benefits include faster system performance and more frequent refreshes of data.

“With OneStream we’ve experienced improved automation, especially with our Price/Cost and Product P&L cubes,” said Wright. “We’ve improved our processes by allowing local users to edit transformation rules, which in return has reduced required administrative support. The local users have improved visibility into the data by using drill back to trial balance function and mapped trial balance reports. But beyond all, we now have a single CPM platform for all of Crown/Signode which has improved data integrity, security, and controls while providing customization for different divisions of the business.”

Future Plans

The Signode CFO was very pleased with the outcome and recommended the OneStream solution to his peers. While Crown’s Americas division has already implemented Account Reconciliations, Signode is currently working to implement the AMCO Lease Accounting Solution. It will be replacing an Excel based lease template, which has significant challenges and frequently experiences versioning challenges.

Wright added, “OneStream gives the customer a lot of flexibility to design the application to meet their needs, while also allowing for additional enhancements over time with lower incremental costs. You can always build off your foundation.”

About the Implementation Partner

The Nova Team of Experts have on average 15–20+ years of experience in finance, accounting, data, and operations. At Nova, we understand the complexities of large corporations and we know how to lead and get things done, because many of us have been in your shoes! That gives us unique perspective, practical insights and problem-solving capabilities for you to leverage. We are accounting and finance professionals who have spent the second half of our careers in performance management technology. We are pleased to be partnered with the best visionary company on the market, OneStream Software. For more information, visit NovaCPM.com.

Download the Case Study


Featured Posts

Arch Capital Group Conquers Account Reconciliations with OneStream
View Post
English – Exploring Value Realization with OneStream
View White Paper
English – The New CFO Imperative: Unifying ESG & Financial Reporting
View White Paper
English – Dresner Advisory 2022 Wisdom of Crowds® Enterprise Performance Management (EPM) Market Study
View Analyst Report

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

Ingeteam


Acerca de Ingeteam

Ingeteam es una empresa tecnológica internacional especializada en la conversión de energía eléctrica. Su desarrollo tecnológico en electrónica de potencia y control (inversores, convertidores de frecuencia, controladores y protecciones), máquina eléctrica rotativa (motores, generadores y grupos motor-bomba Indar), sistemas (integración de ingeniería electro-mecánica y de automatización) y servicios de operación y mantenimiento, le permite ofrecer soluciones para los sectores de generación eólica, fotovoltaica, hidroeléctrica y fósil, industria de la transformación de metales, naval, tracción ferroviaria y red de energía eléctrica, incluidas las subestaciones abarcando el transporte y la distribución, buscando siempre una generación y un consumo energético más eficiente. Ingeteam opera en todo el mundo y cuenta con establecimiento permanente en 24 países, empleando más de 4.000 personas. Su actividad está estructurada sobre la base de I+D+i, invirtiendo en la misma anualmente más del 5% de su cifra de negocio. Para obtener más información, visite Ingeteam.com

“Gracias a la aplicación Parcel Service del MarketPlace de OneStream, Ingeteam es capaz de lanzar en pocos segundos todos los reportes del mes, generando 90 documentos en pocos minutos, con todos los KPI del Cuadro de Mando, para cada entidad, negocio, sector, segmento, algo que anteriormente obligaba a mantener multitud de plantillas excel, gestión de versiones, y personalizar los miembros que formaban cada estructura, en un proceso manual y poco eficiente”

– Aitor Barrondo, Global Accounting, Audit & Controlling Director en Ingeteam

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Desafío

Ingeteam tomó la decisión de implantar un nuevo software de Consolidación y Reporting, en sustitución del anterior basado en Oracle HFM y Essbase, motivado por la necesidad de afrontar de manera más eficiente situaciones como el dinamismo requerido por las recurrentes fusiones, adquisiciones y escisiones de negocios. Adicionalmente el reporting requería mejorar la visibilidad y trazabilidad del dato reportado, dando escalabilidad en los modelos de reporting establecidos para los Perímetros Legal y Gestión. Por ello, era necesario optimizar el modelo existente de datos, que se había vuelto complejo y en el que residían muchas dimensiones analíticas, algunas de las cuales estaban obsoletas o habían sido reutilizadas para los nuevos fines de reporting requeridos. El equipo de usuarios financieros necesitaba mayor autonomía en la gestión de los procesos y de los datos maestros. Un reto adicional muy importante era la falta de referencias en el mercado, al ser la primera implantación de Consolidación en España con OneStream.

Proceso de selección

El proceso de selección de un nuevo software de reporting y consolidación lo planteó Ingeteam desde su inicio como un Proyecto conjunto de los Departamentos de Management Systems y Administración & Finanzas, analizándose diferentes Plataformas de CPM. También desde un principio se acordó como fundamental la participación de su partner Nova, por su alto grado de conocimiento de Hyperion/HFM así como del dinamismo exigido por Ingeteam y de las necesidades de evolución futura planteadas. “Después de varias sesiones de contraste de necesidades, y de las potencialidades de OneStream, Ingeteam tenía claro que aquello que necesitaban lo podían alcanzar con OneStream y Nova, y además podrían incorporar soluciones complementarias a través del MarketPlace”, destaca Aitor Barrondo.

Una plataforma de CPM moderna

OneStream ha permitido rediseñar los procesos y simplificarlos, unificar la gestión del dato y automatizar procesos manuales innecesarios. La analítica del dato se ha simplificado, antes los usuarios requerían del área de IT para analizar gran volumen de datos y extraer datos históricos, con gran dificultad para trazar el fichero cargado. Con OneStream los usuarios son autónomos para analizar la información y visualizar el origen del dato. Desde el MarketPlace el equipo de consultoría ayuda a Ingeteam a encontrar nuevas aplicaciones y funcionalidades para mejorar.

Beneficios obtenidos

Mediante OneStream, Ingeteam dispone de un sistema online que integra los contenidos de los Paquetes de Consolidación (detalle de cuentas anuales) individuales, para su explotación e integración en el Paquete de Consolidación Global; evitando la transferencia de información en procesos y sistemas paralelos. Los procesos de consolidación se han simplificado, con una reducción importante de ajustes de consolidación, frente al gran volumen de operaciones y saldos entre entidades de Ingeteam, y entre sus Unidades de Negocio.

Se han integrado y homogeneizado cálculos de la mensualización de los distintos escenarios Objetivo, Previsiones, y la extrapolación del reporting del mes, evitando cálculos externos que antes se realizaban
en Excel. A través del proyecto se ha logrado construir una infraestructura de gestión del dato, segura, eficiente, robusta, y extensible al DWH. Desde la perspectiva analítica ha mejorado la visibilidad del dato
gracias a los Dashboards desarrollados. Ingeteam ha reducido el mantenimiento manual de estructuras,
integrando la gestión de maestros con sus sistemas para un mantenimiento ágil y automático de la estructura de clientes. Un aspecto muy importante para los usuarios ha sido la personalización de los accesos a la información conforme a los distintos perfiles de usuario, han avanzado en su analítica y son más conscientes del potencial y la mejora que OneStream ha traído a su día a día.

Acerca del partner de implantación

Nova es una empresa de consultoría especializada en la transformación digital de los procesos de Finance Performance Management, con una visión 360° centrada en los datos, la integración y la automatización. Optimizamos los procesos de Planificación Financiera, Consolidación, Analítica y Reporting, y los automatizamos con soluciones de software como OneStream. El mayor valor de Nova es su equipo de consultores expertos, que aportan su probada experiencia en compañías internacionales de diversos sectores, y traducen las necesidades en soluciones tecnológicas combinando conocimiento funcional y técnico. Con más de 15 años en el mercado, estamos centrados en la satisfacción total de las empresas para las cuales trabajamos.

Para obtener más información, visite nova-praxis.com

Acerca de OneStream Software

OneStream Software proporciona una plataforma financiera inteligente líder en el mercado que reduce la complejidad de las operaciones financieras. OneStream libera el poder de las finanzas unificando los procesos de gestión del rendimiento corporativo (CPM), como la planificación, el cierre y la consolidación financiera, la elaboración de informes y el análisis a través de una única solución extensible. Proporcionamos a el negocio información financiera y operativa para que pueda tomar decisiones más rápidas y fundamentadas. Todo ello en una plataforma en la nube diseñada para evolucionar continuamente y escalar con su organización.

La plataforma de Finanzas Inteligentes de OneStream puede ampliarse fácilmente con más de 50 soluciones del MarketPlace de OneStream. Estas soluciones descargables están totalmente probadas y optimizadas para la plataforma OneStream. Permiten a los clientes ampliar fácilmente el valor de su inversión para satisfacer las necesidades cambiantes de las finanzas y las operaciones. Para más información, visite OneStreamSoftware.com

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Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!