OneStream Software is an independent US-based CPM software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB. The vendor started developing and building the platform in 2008 as an R&D company before transforming into an operational company in 2012. OneStream is headquartered in Rochester, Michigan, USA and currently has eleven offices in the United States, Europe and APAC with more than 1,000 employees worldwide.
OneStream was developed with the intention of creating a single platform which enables a unified approach to support all the various CPM processes and information streams in organizations. The platform integrates financial consolidation and close, planning, budgeting and forecasting, reporting, analysis and financial data quality management in one single application. The OneStream MarketPlace provides productivity and business solutions that allow customers to extend the platform with additional capabilities, such as predictive analytics, account reconciliations, transaction matching and specialty planning solutions. All OneStream-developed MarketPlace solutions are fully supported and available free of charge to active customers. OneStream is available for deployment in the Microsoft Azure cloud.
The solution is ideally suited to mid-sized to large enterprises across all industries who require a unified, robust and complete CPM solution. The vendor employs a direct sales model alongside its partner network to support customers with implementation services. According to the vendor, 900 customers currently use OneStream and the company is in a period of strong growth.
OneStream is a financial consolidation and planning platform with built-in financial data quality functionality that focuses on supporting the full range of corporate performance management. Its proprietary in-memory financial analytic engine with built-in financial intelligence (e.g., supporting complex financial consolidations) uses ROLAP storage in Microsoft SQL Server. Customers can create company-wide consolidated financial results statements and plans at subsidiary or group level. In addition, Extensible Dimensionality® provides the ability to extend the account and other dimension structures to support both corporate and line-of-business financial and operational planning and reporting in one single solution. Moreover, OneStream provides fully supported operational planning solutions in its MarketPlace that feed into the financial model including workforce, capex, cash, sales and project planning.
OneStream also integrates functionality for BI and analytics. For individual, flexible (ad hoc) reporting and analysis, a reporting studio, spreadsheet interface or Excel add-in are included. Interactive dashboards can bring key financial and operational metrics together by combining tables, charts, graphs and other visualizations.
User & Use Cases
51 percent of OneStream users are planning users – significantly below the survey average of 64 percent – reflecting the fact that OneStream is essentially an integrated platform that unifies several CPM processes in one single application. This is also reflected in the area of planning use cases and other use cases. Customers leverage OneStream mainly for financial planning (80 percent). Here, planning takes place at different aggregation levels. OneStream is particularly used for budgeting (80 percent) and forecasting (48 percent). Besides planning, customers mainly use OneStream for ad hoc query (83 percent), standard/enterprise reporting (67 percent) and financial consolidation (53 percent). Many respondents plan to use it for strategic planning (72 percent), operational planning (48 percent) and forecasting (48 percent) in the future.
OneStream targets mid-sized and large companies across all industries. 68 percent of our sample of OneStream customers come from large companies (more than 2,500 employees) with a median of 120 users (including 50 using planning functionality), but the mean of 433 users (163 for planning) indicates there are also several larger implementations.
Current vs. planned use (planning use cases)
Current vs. planned use (besides planning)
Percentage of employees using OneStream
Planning users (as a percentage of all users)
Total number of users per company
Planning users per company
Company size (number of employees)
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