Sensible Machine Learning (ML)

Data Science for FP&A

Unleash the power and sophistication of Data Science across Finance and Operations.

01
Unleash
Unleash the power of AI across enterprise planning processes by accelerating time to value for ML forecasting at a fraction of the cost of traditional methods.
02
Empower
Empower enterprise planning processes with scalable AI purpose-built for Finance, Operations and Data Science teams to build, deploy and consume time-series models inside of OneStream.
03
Evolve
Evolve enterprise planning processes by making ML forecasting easy for FP&A and operational analysts. Break down the traditional barriers of embracing AI/ML and enrich organizational collaboration.

Key Features

Time Series ML Forecasting for FP&A

Provides FP&A and Business Analysts with a guided experience to build, deploy and consume time-series ML models all in a single, unified platform.

  • Pre-built systematized processes and infrastructure conquer the traditional complexities of disparate development tools.
  • Automated state of the art data science process and techniques that are typically done manually by teams of data scientists.
  • AI Engine automatically adapts to generate the best forecast possible for the training data provided.

Auto-Generate Thousands of Demand Forecasts

Break down the traditionally high barriers with time series machine learning models at scale to optimize planning across the enterprise.

  • Create thousands of daily and/or weekly demand planning ML forecasts across products and locations.
  • Capture business intuition to inform models and increase model performance rather than relying on generalized “top-down” models.
  • Unify and align demand plans with driver-based sales, material costs inventory, and labor plans across the P&L, Balance Sheet and Cash Flow.

Continuous Model Monitoring & Retraining

Increase forecast accuracy and performance by leveraging ML scenarios across reports, visualizations, forms and dashboards.

  • Reduce forecast bias with ML scenarios, compare against human forecasting to drive better dialogue and collaboration.
  • Monitor model health and performance over time; built-in model retraining ensures continuous forecasting and scenario analysis.
  • Drill-back and back testing capabilities create transparency, trust and confidence in budgets, plans, and forecasts.

Featured Resources

English – Sensible Machine Learning
View Solution Brief
English – Sensible ML
View Video
English – 5 Key Factors for Effective eXtended Planning & Analysis (xP&A)
View White Paper
English – A Practical AI Strategy for FP&A – Setting the Foundation for Success
View White Paper
All Resources

Delivering 100% Customer Success

The ability to quickly generate driver-based forecasts is essential to adapting to our changing business conditions. Incorporating AI into our planning and forecasting through the OneStream Sensible ML solution accelerates the forecasting process and further elevates it through more accurate ML data-driven forecasts.
Melanie Hermann | Finance Process & Systems

FAQ

No. Use of Sensible ML does not require in-house data scientists or someone who understands machine learning.

Sensible ML is designed to provide the most sophisticated forecast from the historical time series data supplied
customers. Here are a few examples of how Sensible ML can be applied across various planning processes
and use cases:

  • To support strategic planning processes, many organizations create 3 or 5-year (or more) forecasts to provide greater clarity of vision and roadmap to support intent of the company, identify strategic choices, ensure clear direction and drive competitive growth.
  • To help model strategic plans, organizations may share 5 years of monthly history or 60 historical data points with Sensible ML.
    • Using these 60 data historical data points, Sensible ML will create a statistical forecast model using a single variable (e.g., univariate model) for deployment across OneStream.
  • To support Annual Operating Planning (AOP) or forecasting processes, organizations typically require their lines of business to translate “top-down” financial goals into granular, “bottom-up” monthly plans across product categories, sales channels and customers which can result in hundreds of forecasts.
  • To help model granular bottom-up plans for the AOP or forecasting, organizations may share 150-250 historical monthly data points with Sensible ML.
    • Using these 150-250 historical monthly data points, Sensible ML is capable of:
      • Ingest and enrich the source data with external macro-economic data.
      • Automatically generate features and select the most influential variables for modeling.
      • Automatically compare and contrast predictive models such as ARIMA / SARIMA methods in the model arena.
      • Automatically cycle through and surface the highest performing model types across all forecast targets for deployment across OneStream.
  • To support daily or weekly Demand Planning and/or Sales & Operations Planning (S&OP), organizations typically require their demand planners, business analysts and/or finance business partners to create granular, product and location level forecasts aimed to guide tactical staffing, procurement, logistics and inventory management decisions.
  • To help model daily or weekly demand plans, organizations may share 250+ historical data points with Sensible ML.
  • Using 250+ historical data points, Sensible ML will unlock the full potential of advanced ML modeling capabilities including:
    • Ingest and enrich the source data with external macro-economic data.
    • Incorporating unique business intuition related to events, promotions, and holidays that are known to influence forecasts through Sensible ML’s event builder.
    • Automatically generate features and selecting the most influential variables for modeling.
    • Automatically compare and contrasting ML methods in the model arena.
    • Automatically cycle through and surface the highest performing model types across all forecast targets for deployment across OneStream.

It could be if you are a OneStream SaaS customer in retail or CPG manufacturing with a use case that matches the current capabilities. Sensible ML provides time series forecasting capabilities with a strong focus on daily, weekly and monthly demand planning and other use cases for FP&A and operational teams across manufacturing, retail, consumer product goods (CPG) and other industries. Based on the amount of historical data provided, Sensible ML can provide a range of predictive or ML models that are ready to be leveraged across your organization and in virtually every industry.

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Thing Planning

OneStream Thing Planning (think free-form modeling) provides the ultimate flexibility to plan at the granular, business driver level while dynamically. aligning to the financial model. Thing Planning use case examples include:
  • Product line or SKU planning
  • Project planning
  • Unconstrained demand forecasting
  • Sales & operational planning (S&OP)

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!

Cash Planning

Create top-down and bottom-up cash forecasting by understanding the impact of all cash sources and uses including payables, receivables, investments, capital expense, financing and more.
  • Align daily and weekly signals on bookings and receipt activity to cash forecasts.
  • Unify cash-flow forecasting with capital planning, people planning and other MarketPlace solutions.
  • Fully align cash flow models across long-range plans, rolling forecasts and other P&L and Balance Sheet scenarios.
  • Define models for multiple working capital scenarios including DSO, DPO and DIO business drivers.

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!

Predictive Analytics 123

Predict with Confidence

Create, maintain and deploy predictive models across financial and operational planning processes.

01
Create Predictive Models
Automatically generate forecasts from over 10 built-in predictive model types. Eliminate reliance on separate systems, spreadsheets or non-finance resources.
02
Remove Bias
Create predictive models for forecast validation, seed baseline forecasts and focus on business value.
03
Increase Collaboration
Share insights and collaborate using OneStream’s reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Key Features

Predictive Modeling Administration

Target select datasets, define forecast duration and define scenario types.

  • Administer predictive models for any data within OneStream Cube Views.
  • Create unique forecasts for long range planning, rolling forecast and annual planning.
  • Define target forecast scenarios for use within various planning processes.

Automatically Generate and Visualize Forecasts

Conquer the complexity of generating predictive models without data science expertise.

  • Choose from over 10 built-in forecast methods or automatically generate the highest performing models.
  • Model type includes Simple Moving Average, Exponential Smoothing, Seasonal Additive, ARIMA, SARIMA, Holts- Winters.
  • Visualize predictive models vs. history for trend analysis.

Deploy Across OneStream

Leverage predictive models within OneStream forms, reports and dashboards.

  • Assist with the target setting to support strategic planning, budgeting and rolling forecasting.
  • Create baseline predictive forecast scenarios for comparison against bottom’s up forecasts from operational business partners.
  • Seed forecasts and plans with predictive models; enable users to focus plans such as adding or removing customers, plant shutdowns, new acquisitions, etc..

Related Solutions

Extend your planning capabilities with additional, downloadable solutions from the OneStream Marketplace™.
Planning Solutions
People Planning
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Planning Solutions
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All Resources

Related Resources

The Power of Driver-Based and Predictive FP&A
View Post
English – Advanced Analytics
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English – Interactive Solution Brief: Leading at Speed with Predictive Analytics 123
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English – Unified Planning, Reporting & Analytics
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MarketPlace

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!

Sales Planning

Plan Your Go-To-Market Strategy

Intelligently align customers, products, pricing and sales targets with financial plans in a unified data model and user experience.

01
Empower Managers
Manage territories, set quota and sales targets at the speed of the business while driving performance.
02
Model Plans
Extend financial plans with pre-built drivers based on regional and territory financial targets to create dynamic sales plans down to the prospect or rep level.
03
Increase Collaboration
Collaborate and communicate results using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Key Features

Manage Top-Down or Bottom-Up Plans and Scenarios

Plan sales at the opportunity level and create rolled-up forecasts that can be adjusted by management at the region, geography or corporate level.

  • Import, track and manage sales opportunities at the deal level with direct integration available with SalesForce.com.
  • Easily update plans with changes to territory assignments, quotas or key account owners.
  • Plan and model opportunities by stage, total pipeline, and periodic forecasts.

Align Sales Plans with Financial Plans and Forecasts for Effective XP&A

Develop fully integrated business plans within a fully unified and intelligent platform.

  • Dynamically calculate the impact from sales plans and scenarios across the P&L, Balance Sheet and Cash Flow.
  • Eliminate planning silos and conquer the complexity from fragmented spreadsheets and processes.
  • Empower business partners with pre-built forms and workflows to create standardized, defined and repeatable planning processes.

Deploy Across OneStream

Align plans through all planning and forecasting processes within OneStream.

  • Unify sales forecasts by manager, territory, geography or industry with revenue plans.
  • Align new rep assignments and hiring scenarios with People Planning, run what-if scenarios and understand the impact to the financials.
  • Drill-back from financial reports and dashboards back to granular sales plans for full transparency and auditability into underlying operational plans.

Related Solutions

Extend your planning capabilities with additional, downloadable solutions from the OneStream Marketplace™.
Planning Solutions
People Planning
View Solution
Planning Solutions
Capital Planning
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Planning Solutions
Predictive Analytics 123
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MarketPlace

Delivering 100% Customer Success

Dril-Quip was looking to roll out a company-wide, 18-month rolling driver-based forecast, where every quarter each departmental manager could enter their various global drivers to help pre-populate revenue, salary, depreciation and expenses. OneStream was able to provide a unified platform to help implement financial, sales, capital and people planning. Pre-populating the forecast for users provides more time for departments to analyze their data, make any necessary adjustments, and provide variance comments.
Trevor Ashurst | Manager for Financial Planning & Analysis and Investor Relations

Related Resources

English – Unified Planning, Reporting & Analytics
View eBook
Embracing the New Digital Finance Era with XP&A
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English – Budgeting, Planning and Forecasting
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English – 2021 Gartner Market Guide for Cloud XP&A Solutions
View Analyst Report
All Resources

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!

Capital Planning

Manage Capital Investments

Streamline the planning of capital assets and related impact to depreciation, maintenance and insurance across the P&L, Balance Sheet and Cash Flow Statement.

01
Empower Managers
Enable departmental-level fixed asset capital planning and accountability while providing a better control environment across the organization.
02
Create Plans
Leverage pre-built global drivers by asset class to standardize useful life assumptions and depreciation calculations.
03
Increase Collaboration
Share insights and collaborate using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Key Features

Create Granular, Bottom-Up Plans and Scenarios

Extend financial plans with dynamic, agile plans for new projects and existing fixed assets within a seamless user experience and without IT involvement.

  • Import existing assets and accumulated depreciation expense from leading ERP systems.
  • Dynamically calculate maintenance, insurance and depreciation by asset class for P&L and Balance Sheet impact.
  • Easily add new projects or assets and manage existing fixed assets.

Dynamically Align With Financial Plans and Forecasts

Plan at the granularity line managers require while understanding the impact of new capital projects on financial results.

  • Calculate maintenance, insurance and depreciation by asset class for P&L and Balance Sheet impact.
  • Increase insights into construction in process (CIP) and finished goods as assets move through the internal supply chain.
  • Collaborate with business partners in real-time to develop integrated business plans.

Complete Foreign Exchange and Cash Flow Deploy Across OneStream

Align plans through all planning and forecasting processes within OneStream.

  • Integration with other OneStream planning solutions including Cash Planning.
  • Drill-back from financial reports and dashboards back to Capital Planning for full transparency and auditability into underlying operational plans.
  • Build workforce planning requirements directly into key planning and forecasting tasks and workflows.

Customers We Work With


Related Solutions

Extend your planning capabilities with additional, downloadable solutions from the OneStream Marketplace
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People Planning
View Solution
Planning Solutions
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Predictive Analytics 123
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MarketPlace

Delivering 100% Customer Success

“By implementing capital planning in OneStream, it provided a more consistent way for global regions to manage their fixed assets rather than in Excel. Additionally, corporate is able to leverage OneStream Capital Planning to set global useful life drivers to ensure depreciation is consistently calculated in accordance with company policy.”
Robert Thompson | Manager, FP&A & IR

Related Resources

How Dril-Quip Unified and Streamlined Reporting and Planning with OneStream
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English – Interactive Solution Brief: Conquering Complexity in Capital Planning
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English – Aligning Operation Plans with Financial Goals
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English – Budgeting, Planning and Forecasting
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All Resources

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!

People Planning

Plan For All Aspects of Human Capital

Solution Brief
Model and develop workforce plans by using drivers and dynamic calculations to project the costs of new hires and changes for compensation, benefits, taxes, travel, and other related expenses.

01
Empower Managers
Easily plan for new hires and changes for compensation, benefits, taxes, travel and other related expenses required for extended planning & analysis (XP&A).
02
Model Plans
Leverage pre-built global drivers for salary, benefits and payroll taxes by title, geography, and salary band for real-time, dynamic planning.
03
Increase Collaboration
Share insights and collaborate using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Key Features

Create Granular, Bottom-Up Plans and Scenarios

Empower managers to develop and manage their employee and travel plans within a seamless user experience and without IT involvement.

  • Import existing employee information from leading HCM systems.
  • Add new hires, transfers by title, grade and rate.
  • Update plans with expected merit increases, promotions and other compensation changes.

Dynamically Align with Financial Plans and Forecasts

Extend plans for the granularity line managers require while understanding the impact of hiring and staffing decisions on financial results.

  • Pre-built data entry forms, rules, calculations, reports and dashboards.
  • Leverage pre-built global drivers for salary, benefits and payroll taxes by title, geography and salary band.
  • Collaborate with business partners in real-time to develop integrated business plans.

Deploy Across OneStream

Align plans through all planning and forecasting processes within OneStream.

  • Integration with other OneStream planning solutions including Cash Planning.
  • Drill-back from financial reports and dashboards back to People Planning for full transparency and auditability into underlying operational plans.
  • Build workforce planning requirements directly into key planning and forecasting tasks and workflows.

Customers We Work With


Related Solutions

Extend your planning capabilities with additional, downloadable solutions from the OneStream Marketplace™.
Planning Solutions
Sales Planning
View Solution
Planning Solutions
Capital Planning
View Solution
Planning Solutions
Predictive Analytics 123
View Solution
MarketPlace

Delivering 100% Customer Success

By combining operational and financial plans, we can accurately budget for our manufacturing needs and correctly match the required capacity with our anticipated production and revenue targets. Plant Controllers are able to enter Labor and Production drivers, and OneStream automatically calculates manufacturing absorption and labor variances for true capacity planning.
Michael Barfuss | Corporate Controller

Related Resources

English – People Planning
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English – Webinar | Carlyle’s Conversion from Oracle ARM to OneStream Account Recons
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English – Video | OneStream People Planning Overview
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English – Unified Planning, Reporting & Analytics
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All Resources

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!

Planning, Budgeting and Forecasting

Unify Financial and Operational Planning

Learn More
Intelligently align eXtended Planning and Analysis (xP&A) across Sales, Marketing, Supply Chain and FP&A with flexibility and control. Collaborate with data-driven insights and signals to drive continuous planning and performance management across the entire organization in a unified, intelligent platform.

01
Improve Agility
Manage and govern global FP&A while providing the agility for line of business partners to model operational drivers for extended business plans —all within the same unified solution and user experience.
02
Predict with Confidence
Instantly seed budgets and forecasts with powerful predictive models without technical expertise.
03
Accelerate Planning
Manage rolling forecasts and scenario plans to continually analyze how sales, production, price and labor affect profitability and future plans.

Key Features

Strategic Planning and Modeling

Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.

  • Pressure-test assumptions and flex key value drivers to evaluate impact on financial results.
  • Analyze alternative what-if scenarios and funding options on key liquidity, profitability, debt covenants, capital structure and more.
  • Quickly analyze the sensitivity of your cost structure, revenues, or capital structure to external drivers such as commodity prices and evaluate FX and interest rate exposure.

Agile Planning and Scenarios without Compromise

Intelligently support top-down, bottom-up, driver-based planning, rolling forecasting and scenario analysis.

  • Simplify the entry of planning revisions with dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.
  • Guided Workflows, advanced spreading and allocations speed data collection and entry.
  • Extensible Dimensionality® enables support of corporate, line of business and granular operational plans in a single solution.

Extended Planning & Analysis (XP&A) and Integrated Business Planning

Extend planning and analysis across the organization, collaborate with business partners and align granular operational plans with financial goals.

  • Drive performance, governance, and simplify financial and operational planning with a unified user experience.
  • People Planning, Capital Planning, Sales Planning, Cash Planning and Free Form Planning offer maximum flexibility while optimizing financial performance and analysis.
  • Dynamically visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning.

Predictive Analytics

Download Predictive Analytics 123 from the OneStream Marketplace, configure and deploy predictive models across planning processes.

  • Administer, create and maintain predictive models without technical or data science expertise.
  • Automatically generate high performing predictive forecasts leveraging more than 10 built-in model types including Holt-Winters, Exponential Smoothing and ARIMA.
  • Deploy and incorporate predictive models across the OneStream platform including workflows, all planning processes, reports and dashboards.

Customers We Work With


Related Solutions

Extend your planning capabilities with additional, downloadable planning and forecasting software solutions from the OneStream MarketPlace™.
Planning Solutions
People Planning
View Solution
Planning Solutions
Sales Planning
View Solution
Planning Solutions
Capital Planning
View Solution
Planning Solutions
Predictive Analytics 123
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MarketPlace

Industry Recognition


Gartner Peer Insights Customers’ Choice

Buying an enterprise IT solution is no simple task; get advice from others who have been there! Read our clients’ feedback on Gartner Peer Insights and see why we were named a Customers’ Choice in 2021 Gartner Peer Insights ‘Voice of the Customer’: Cloud Financial Planning & Analysis Solutions!

Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

We Are Rated On
Financial Planning Software
As of November, 2022

Delivering 100% Customer Success

On the planning side, we were previously preparing budgets manually via Excel®, which consolidating would take two weeks. But with OneStream it’s done in two hours. Each entity puts their budgets in one system to create consolidated budget packages. Now during budget meetings, the CEO sees the same budget packet for each company, which makes interpreting the data much easier. We have balance sheet, cash flow, CapEx — all of that by division and all in the system, so it is very easy to create reports that are consistent, which makes a huge difference in time savings for executives.
Amy Funari | System Administrator

Related Resources

Workforce Planning: A Critical Success Factor for XP&A
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5 Key Factors for Effective eXtended Planning & Analysis (xP&A)
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English – A Practical AI Strategy for FP&A – Setting the Foundation for Success
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English – Video | How Howden Group Replaced Anaplan With OneStream for Financial Consolidation, Reporting and Planning
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Planning, Budgeting and Forecasting helps establish goals, objectives and resource allocations for the enterprise. Accordingly, conquering the process is critical to ensuring a strong partnership and alignment between Finance and Operations regarding plans for hiring, for making capital investments and for meeting revenue, expense and profit objectives.

The process is about more than just creating an annual budget or annual operating plan (AOP), though. To be effective, the process must align strategic planning with financial and operational planning and granular business drivers. Moreover, in today’s volatile and often disruptive economic environment, leveraging agile planning techniques — such as driver-based rolling forecasts on a quarterly, monthly or more frequent basis — is quickly becoming the norm.

As with the financial close and consolidation process, the processes involved in planning, budgeting and forecasting can be straightforward in a small business. But in a mid-sized to larger enterprise with multiple divisions, locations and operations around the globe, the process can become daunting. It’s not uncommon for the annual budgeting process in a large enterprise to consume 3–5 months of the year when setting targets, collecting budget submissions from managers, consolidating and reviewing the results, and then iterating the process until alignment is achieved and the final budget is approved.

Most annual budgets are obsolete shortly after they’re created. Thus, most organizations have implemented some form of a rolling forecast to revisit and update budget assumptions on a quarterly, monthly or more frequent basis depending on the nature of the business.

Some forecasting processes extend to the end of the current fiscal year, for example 3 months of actuals and 9 months of forecast. But a true rolling forecast extends for 4 quarters or more, beyond the end of the fiscal year. This approach helps organizations see further into the future and, in many cases, has reduced reliance on the annual budget or even completely eliminated it.

Comparatively, using spreadsheets and email to support the budgeting process in a small enterprise can be viable. But in a larger enterprise with hundreds or thousands of departments, cost centers and managers participating in the process, the spreadsheet approach becomes unwieldy. Leading organizations have thus adopted purpose-built planning, budgeting and forecasting software applications designed to manage the complexity of these processes. These applications include built-in workflow, process management, data entry forms and spreading functions. Some software vendors also offer specialized applications for specific tasks, such as headcount planning, capital planning, project planning and sales planning.

There’s one caveat here, though. The use of fragmented software products for strategic, financial and operational planning still often introduce complexity due to the need to move and reconcile data between applications. This fragmented approach also creates the need to maintain and upgrade multiple planning software products. Leading organizations are instead adopting unified platforms that support and align planning processes across the enterprise. Also known as “unified business planning” solutions, these platforms streamline and simplify the planning process, reduce complexity and increase agility — empowering CFOs and Finance teams to lead at speed.

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!