Product: OneStream Training

📜 Overview of OneStream Training

🌟 OneStream Training is a comprehensive program that equips professionals with the knowledge and practical skills to master OneStream Training – a modern Corporate Performance Management (CPM) platform. Designed for finance, accounting, and business experts, this training focuses on helping organizations unify financial consolidation, planning, reporting, analytics, and data quality management within a single, extensible solution.

💼 With OneStream Training, companies can replace multiple legacy systems and spreadsheets, reducing complexity while improving accuracy, compliance, and efficiency. During the training, participants will gain practical experience in building workflows, managing data integration, designing reports, and leveraging the OneStream Marketplace to extend functionality.

📚 Modules in Detail – OneStream Training

1️⃣ 🏦 Introduction to OneStream Platform

• 📊 Overview of Corporate Performance Management (CPM)

• 🔗 OneStream Architecture & Components

• ⚙️ Navigation, User Interface & Extensible Dimensionality

2️⃣ 📂 Financial Consolidation & Close

• 🧾 Consolidation process & best practices

• 🔄 Intercompany eliminations & adjustments

• 🕒 Workflow management for faster close cycles

• ✅ Compliance, audit trails & reporting accuracy

3️⃣ 📈 Budgeting, Planning & Forecasting

• 📋 Creating budgets and rolling forecasts

• 🔮 Scenario modeling & predictive planning

• 📊 Driver-based planning techniques

• 🧮 Integration with financial & operational data

4️⃣ 📑 Reporting & Analytics

• 📊 Designing reports, dashboards & cube views

• 🔍 Drill-down, drill-through & ad-hoc analysis

• 📡 Real-time data visualization

• 📈 KPI monitoring & performance tracking

5️⃣ 🔗 Data Integration & Quality Management

• 🔌 Data sources, connectors & loading techniques

• 🗂️ Data validation, mapping & transformations

• 🔄 Data quality dashboards & error handling

• 🔒 Security, governance & compliance controls

6️⃣ 🛠️ OneStream Marketplace Solutions

• 🛍️ Overview of Marketplace extensibility

• ⚡ Pre-built business & productivity solutions

• 🔧 Adding and configuring marketplace applications

• 🚀 Leveraging apps for automation & advanced analytics

7️⃣ ⚙️ Administration & Configuration

• 👤 User roles, access control & security

• 🔧 Application configuration & workflows

• 🖥️ Maintenance, optimization & performance tuning

• 🛡️ Backup, recovery & environment management

8️⃣ 🎯 Advanced Topics & Best Practices

• 🚀 Financial modeling & advanced calculation rules

• 📊 Advanced reporting techniques

• 🌐 Cloud deployment & system integration strategies

• 🏆 Real-world use cases & industry scenarios

👩‍🎓 Who Should Attend?

• 📊 Finance Professionals (Accountants, FP&A Analysts, Controllers)

• 💻 IT/CPM Administrators & Developers

• 🏢 Business Managers & Decision Makers

• 🚀 Anyone aiming for a career in Enterprise Performance Management (EPM/CPM)

🎯 Why Choose OneStream Training?

✨ Unified CPM Approach – Say goodbye to fragmented systems.
✨ Future-Ready Skills – Be prepared for modern finance challenges.
✨ High Demand – OneStream expertise is sought after in global enterprises.
✨ Career Growth – Open pathways to roles like OneStream Consultant, CPM Specialist, or Financial Systems Manager.

👩‍🎓 Individual Training – OneStream Training

🌟 OneStream Individual Training is designed for learners who want personalized attention and a flexible learning experience. Whether you are a fresher stepping into the world of Corporate Performance Management (CPM) or an experienced professional aiming to upgrade your skills, this training mode ensures you receive focused guidance tailored to your goals. 🚀

During the sessions, you will gain hands-on practice, work on real-time case studies, and get the chance to interact directly with expert trainers for clarifying doubts and strengthening your concepts.

🏆 Benefits of OneStream Training

1️⃣ 🚀 Career Advancement

• 🎯 Gain in-demand skills for global job opportunities

• 🏅 Stand out as a certified OneStream professional

• 📈 Open career paths such as CPM Specialist, OneStream Consultant, or Financial Systems Manager

2️⃣ 📊 Enhanced Financial Expertise

• 🧾 Master financial consolidation & close processes

• 🔄 Learn budgeting, forecasting & planning techniques

• ✅ Improve accuracy, compliance & audit readiness

3️⃣ 💻 Practical Learning

• 🛠️ Work on real-world case studies & scenarios

• 📑 Build reports, dashboards & cube views

• ⚡ Experience live workflows, automation & integrations

4️⃣ 🌐 Business Transformation Skills

• 🔗 Understand enterprise-wide data integration

• 🔍 Gain expertise in data quality & governance

• 🚀 Learn to leverage OneStream Marketplace solutions for advanced analytics

5️⃣ 🕒 Efficiency & Productivity

• 🧩 Streamline complex finance processes into one platform

• 🔧 Automate manual tasks to save time

• 📡 Get real-time insights for faster decision-making

6️⃣ 🎓 Learning Flexibility

• 👩‍🎓 Choose between Individual or Corporate training modes

• 🕐 Flexible learning schedules (online)

• 🧑‍🏫 Personalized guidance & mentorship options

🏢 Corporate Training – Empower Your Team

🌟 OneStream Corporate Training is specially designed for organizations that want to upskill their finance, accounting, and IT teams with modern Corporate Performance Management (CPM) expertise. By choosing this training mode, companies can ensure their workforce is aligned with the latest tools, processes, and best practices to drive financial transformation, efficiency, and compliance. 💼

With customized programs, real-world case studies, and hands-on sessions, your team will be equipped to streamline financial consolidation, improve planning accuracy, and strengthen reporting capabilities – all within the powerful OneStream platform. 🚀

🏆 Benefits of Corporate Training

1️⃣ 🤝 Team Skill Development

• 📊 Build expertise in financial consolidation, planning & reporting across your team

• 🔧 Strengthen knowledge of data integration, automation & workflows

• 📡 Enable real-time analytics for business-critical decision making

2️⃣ 🎯 Customized Learning Experience

• 🧑‍🏫 Tailored training modules based on your company’s needs

• 🏢 Industry-specific case studies & examples

• 🕒 Flexible schedules for minimal disruption to business

3️⃣ ⚡ Boost Business Performance

• 🕒 Reduce financial close cycles with streamlined processes

• ✅ Improve accuracy, compliance & governance standards

• 📈 Enable faster and smarter decision-making

4️⃣ 🚀 Scalable Workforce Growth

• 🏅 Build a future-ready finance team

• 🌐 Standardize skills across multiple departments/locations

• 📊 Empower employees to handle complex CPM challenges with confidence

5️⃣ 💡 Long-Term ROI for Organizations

• 💰 Reduce costs by eliminating dependency on multiple legacy tools

• 🛠️ Improve efficiency with automation & self-service reporting

• 🌟 Gain competitive advantage through data-driven strategies

Training Modes We Offer

• Online Training – Learn from anywhere

• On-Site Corporate Training – At your company location