eXtended Planning & Analysis (xP&A)

Unify Financial and Operational Planning

Intelligently align Finance Planning & Analysis (FP&A), Operational Planning & Analysis (OP&A) and Artificial Intelligence/Machine Learning (AI/ML) to better enable collaboration, accelerate delivery and enhance enterprise agility while drive continuous planning and organizational performance through a unified, extended platform.

01
Enable Collaboration
Enable continuous collaboration and performance management using daily and weekly signaling, scenario planning and now with AI enabled forecasting.
02
Accelerate Delivery
Accelerate time to value and compose a solution designed for your business with pre-built Marketplace solutions for workforce planning, capital planning, cash planning, sales planning and more.
03
Enhance Agility
Rapidly develop new forecast scenarios based on historic and real-time data through built-in, predictive Auto AI and machine learning capabilities.

Key Features

Unified, Extensible Platform

Align financial and operational planning and reporting across the organization through a single, unified platform and user experience.

  • Provide a single version of the truth for actuals, plans, forecasts and scenario models.
  • Align summarized financial plans and forecasts to detailed operational plans and business models.
  • Quickly compare actual results to budgets and forecasts and drill-down into variances to understand causes and identify key risks and opportunities.

Purpose-Built Operational Planning Solutions

Create driver-based planning models and unify across profit & loss statements, balance sheet and cash flow plans and scenarios.

  • Expand human capital management with People Planning solution to enhance decision making and collaboration between finance and HR. Project the costs of new hires and changes for compensation, benefits, taxes, travel, and other related expenses.
  • Seamlessly tie capital assets to strategic, business and operation plans. Use the Capital Planning solution to streamline the planning of capital assets and related impact to depreciation, maintenance and insurance across.
  • Continuously align sales goals and financial plans. Leverage the Sales Planning solution to intelligently align customers, products, pricing and sales targets with financial plans.

Built-in Financial Data Quality

Integrate and validate data from multiple sources and make confident decisions based on accurate financial and operating results.

  • Integrate directly to any open GL/ERP, CRM, HCM and other systems with powerful pre-built connectors and drill-through capabilities.
  • Powerful pre- and post-data load validations and confirmations ensure the accuracy of financial and operating results.
  • 100% transparency and audit trails for data, meta data and process changes provides visibility from report to source.

Financial Signaling

Enable FP&A teams to leverage daily and weekly signals on working capital, controllable costs, sales pacing and other KPIs, and then blend it with higher velocity financial transactions and operational data from multiple sources to create dynamic visualizations.

  • Increase insight visibility across the enterprise with system surfaced metrics, called signals, about Corporate Finance, Operational Finance, Brand Finance and Sales Finance teams.
  • Enrich collaboration between finance team and business partners to propose actions ahead of month end to continually drive performance on an ongoing basis.
  • Maintain one source of truth for all data within the office of finance and lines of business – Organize operational data using financial hierarchies for consistent reporting and analysis.

Built-in Reporting and Analytics

Gain a single lens into financial and operating results with in-system reporting, dashboards, analysis, Microsoft Excel® and Office® integration.

  • Improve decision making and drive better results across the enterprise. Enable perspective reporting on both finance and operational planning from the same data. Answer any question in seconds.
  • Streamline insights and patterns across large integrated finance and operational data sets. Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations.
  • Leverage financial and operational data to enhance Self-Service, interactive dashboards offer executives, managers and business users the insight needed to make quicker and better decisions.

Customers We Work With


Related Solutions

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

Delivering 100% Customer Success

With impending growth and transition, we sought a solution that can support a program-driven planning process and complex calculations and modeling with the ability to expand. We had a very specific vision in mind, to not just to implement a more efficient and modern solution, but to immediately expand capabilities for commercial revenue planning and to monitor and manage the business while laying the digital foundation for future expansion. We wanted to make sure we were able to do the things we needed to do now and get set up for the future. Everything and anything is possible with OneStream. Dare to dream.
Alex Lee | Senior Director, Corporate FP&A

Related Resources

Inspiring Intelligent Finance: The Rise of XP&A
View Post
English – 5 Key Factors for Effective eXtended Planning & Analysis (xP&A)
View White Paper
English – 2021 Gartner Market Guide for Cloud XP&A Solutions
View Analyst Report
AI in FP&A – Enhanced Reporting in an XP&A World
View Post
All Resources

FAQ

As organizations take steps to inspire a data-driven, performance-based culture, Finance teams are redefining the mission of the Office of Finance by embracing the next evolution of processes and tools. The emergence of xP&A stands to transform traditional FP&A by extending collaboration with business partners and alignment of granular operational plans with financial goals. What does this mean?

  • The “lines” between operational and financial planning no longer exist.
  • Going forward, Finance teams will now be expected to serve as strategic business partners and help drive plans for Merchandising, Sales and Marketing, and Operations.
  • Finance must intelligently align these granular plans with the broader consolidated financial plans – and do it seamlessly and at scale.

CFO Drive defined XP&A as the idea that planning should go beyond traditional finance data to include the kind of data from all functions of the business that align with company goals. The key understanding what each function area is driving towards, how its goals contribute to the overall organization’s success, and then identify the data that measure each function area’s performance against its goals

Traditional FP&A

  • Annual Planning/Quarterly Forecasting
  • High-Level Financial Plan
  • Data Siloes & Disparate Systems
  • Top-Down/Bottom-Up
  • Dependent on Expertise of Planners

New xP&A

  • Continuous, Real-Time Planning & Forecasting
  • Granular Operational Models & Solutions
  • Unified Platform for Planning
  • Driver-Based Simulations, Scenario Planning
  • Augmented with Predictive Forecasting & AI/ML

According to Gartner, by 2024, 70% of new financial planning and analysis projects will become extended planning and analysis (xP&A) projects, extending their scope beyond the finance domain into other areas of enterprise planning and analysis. xP&A involves looking at more varied types of data to allow for greater visibility into operations and better organizational decision-making.

For organizations beginning their XP&A journey, now is the perfect time for Finance teams to conquer the complexities of their “connected finance” processes. To move away from siloed decision-making. And to respond rapidly and effectively to the pace of change around them.

An effective XP&A platform also requires a unique set of features to technically enable real-time collaboration between Finance and Operations leaders in order to optimize performance. Here are some of the key features to consider as part of the due-diligence process:

  • Extensibility: An extensible platform enables Sales, Product Management, Marketing and Operations to plan at a granular level, such as a business driver, while still adhering to a corporate standard for consolidated reporting.
  • Data Blending: Data blending aligns both cube and relational database technology to XP&A processes by enabling users to develop operational plans that dynamically impact financial statements in real-time.
  • Financial Data Quality: Financial data quality adds depth to variance analysis and business insights by providing transparency and drill-through back to source systems and guided workflows to ensure accuracy when moving data between source systems.
  • Purpose-Built Solutions for Sales, Operations and HR: These solutions generate value for business partners with specific solutions that capture plans at the opportunity level (Sales planning), by capital project (Operations) and with detailed human capital data (HR).
  • Flexible Reporting and Analysis: Once detailed plans are complete, Finance and business leaders can build scenarios, conduct sensitivity analysis and leverage dashboards to align financial and business plans for executive reviews.

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