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Drop-In Demos

Thursday, 19 September
12:10 – 14:00

Drop-In Demos are short demos of various product features. Topic examples range from account reconciliations, specialty planning & reporting, task manager, security, office integration & more.

The demo schedule can be found below!

Drop-In Demos Schedule

Agenda

19 September

12:10

12:10 – 12:40

Workflow

During this session we will explain the OneStream Concept of Workflow and its various attributes and capabilities, such as configuring Forms, Journals and Inter-company and further aspects of Data Quality such as Confirmation Rules and Certification.  We will then discuss how the Workflow can be used to not only guide the end user but also to monitor the status of any process. Demo is approximately 30 minutes.

Presenter: Barry Downey

12:10

12:10 – 12:40

Advanced Consolidation & Dynamic Calculations

During this session, we will show, how to set up an application for advanced consolidation and how to use the OneStream’s Reporting Compliance Marketplace application to perform advanced consolidation tasks (IC-Profit, Investment, and capital) with automatically generated journals based on transactional details. We will also discuss the pros and cons of stored and dynamic calculations and show use cases for dynamic calculations i.e. currency conversion, aggregation consolidation of entities and text, cashflow, and more. Demo is approximately 30 minutes.

Presenter: Christian Wetterwald

12:10

12:10 – 12:40

Administrators Solution Tool

During the session we will showcase a set of functionalities to support administrators and power users in easily creating, maintaining and managing member formulas and drill down formulas, including the ability to quickly observe which formulas are used for different scenario types and periods. Demo is approximately 30 minutes.

Presenter: Tommaso Sandi

12:50

12:50 – 13:20

Forecasting

In this demo we will see the Forecasting Process in Onestream, how to organise Forecast tasks, use the Workflow, organise Versions, and how the Forecast can be seeded automatically with Actual data, together with the possibility of projecting the forecast using automatic, predefined forecast methods, manually, or both, as preferred. Demo is approximately 30 minutes.

Presenter:  Vicky Vargas

12:50

12:50 – 13:20

Operational Modeling

During this session we will present some examples of how OneStream can be used to model flexible Operational Planning processes through the use of simulation, what if analysis, scenario seeding and driver based calculations. Demo is approximately 30 minutes.

Presenter: Tommaso Sandi

12:50

12:50 – 13:20

Account Recs

This live demo will walk the users through the OneStream Reconciliation Solution.  The session will start with reconciliation creation from data integration and  will continue with the preparation of reconciliations from both the preparer and approver perspective.  The session will conclude with an overview of the reconciliation dashboard and reporting capabilities. Demo is approximately 30 minutes.

Presenter: Kelly Darren

13:30

13:30 – 14:00

Excel Add-in

Topics Covered: Classic Excel or Spreadsheet Ad Hoc analysis, Starting from a CubeView and creating a quick view and Drill Down, Drill back, Extensible dimensionality. Demo is approximately 30 minutes.

Presenter: Nick Blazosky

13:30

13:30 – 14:00

Long Range Planning

In this live demonstration, we will explore a OneStream application that has been configured to perform high-level, long-range planning and forecasting, with line-by-line user-selected planning methodologies and drivers, integrated Income Statement, Balance Sheet, and Cash Flow statements, and flexible, easy to use what-if and sandboxing functionality. Demo is approximately 30 minutes.

Presenter: Stephane Ribault