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Drop-In Demos

New this year, there will be a classroom near the expo floor dedicated to short demos of various product features. Topic examples range from account reconciliation, specialty planning & reporting, task manager, security, office integration & more.

Drop-In Demos Schedule

10:30AM

10:30AM - 11:00AM

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.

Presenter: Kelly Darren

11:15AM

11:15AM -11:45AM

Guided Reporting

Building reports from scratch is far too time consuming for most end users. And completely pre-built reports for every possible need results in duplication of efforts and extensive maintenance overhead. Come see a demonstration and discussion of the answer to this problem. Guided Reporting provides the best of both worlds without the overhead.

Presenter: Charlie Harris

11:15AM

11:15AM -11:45AM

Extensible Docs

Have you been wondering how to leverage OneStream’s Extensible Docs? Well, wait no longer. In this session we’ll cover the configuration of Extensible Docs and how to get the most from this capability. Also, we’ll have stories from the field about the value of Extensible Docs to finance teams.

Presenter: Paul English

12:00PM

12:00PM - 12:30PM

OneStream XF Overview Demo

In this session get an overall view of how OneStream leverages the power of One by bringing together all the components of an EPM Solution into a single scalable application. Are you the OneStream expert, but you have brought people on your team who are getting their first exposure to OneStream? This is the perfect session to get them oriented in only 30 minutes.

Presenter: Rob Poirer

12:45PM

12:45PM - 1:15PM

Enhancing Predictive Analytics with Machine Learning and OneStream

Data Science and Artificial Intelligence is finding its way into traditional finance functions. Attend this session to see a live demonstration of how we compliment the forecasting and predictive analytics functions in OneStream through the use of Artificial Intelligence. There will be demonstrations of advanced Machine Learning tools and algorithms and OneStream working together to provide more insight into your forecasting processes.

Presenter: Taysols

2:55PM

2:55PM - 3:25PM

Excel Addin

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

Presenter: Nick Blazosky

2:55PM

2:55PM - 3:25PM

Dashboards

Experience the art of the possible with OneStream dashboard and reports. Dashboards are a great way to showcase all of your company's financials.

Presenter: Todd Renard

3:40PM

3:40PM - 4:10PM

Data Integration (Flat File & Direct Connect)

An overview of OneStreamXF integration through flat files and direct connect. The demonstration that will highlight the transparency, auditability, and basic set up associated with flat files and direct connect.

Presenter: Christine Kennedy

11:30AM

11:30AM - 12:00PM

Journals

This session is designed for those user who will need to make last minute adjustments, accruals or input data not found in source system, for example, during the close. We will highlight the following:The journal entry process in OneStream from creation, types, input, submission to posting and reporting. Finally wrapping up with drilling back to the entry to understand what the impact was on the final numbers.

Presenter: Len Romano

11:30AM

11:30AM - 12:00PM

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.

Presenter: Barry Downey

12:15PM

12:15PM - 12:45PM

B-Eye MarketPlace Dashboard & Mobile Reporting Solutions

B-Eye User Experience and Reporting Framework - delivers intuitive dashboards and reports that can instantly become printable books or mobile presentations.

Presenter: B-Eye

1:00PM

1:00PM - 1:30PM

Diagnostics 123

The Diagnostics 123 (OSD) solution provides a way for System Administrators to monitor and diagnose overall environment and task health and performance. This presentation will give an overview of the Diagnostics 123 solution and the features that are available within the solution.

Presenter: CT Brinkman

1:00PM

1:00PM - 1:30PM

Data Entry 123

In this short demo we will cover where Data Entry 123 is found in the Marketplace and why it is useful. We will then cover the three components that are necessary to set up Data Entry 123; Selectors, Calculations and Forms. Lastly, we will walk through a finished product and make some minor adjustments.

Presenter: Stephen Godfrey

3:20PM

3:20PM - 3:50PM

Advanced Consolidation

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.

Presenter: Christian Wetterwald

4:05PM

4:05PM - 4:35PM

Dynamic Calcs

During this session, we will 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.

Presenter: Christian Wetterwald

4:05PM

4:05PM - 4:35PM

Parcel Service

During this session, we will demonstrate how Parcel Service will provide report book and document distribution capabilities by allowing users to create document packages that can be shipped (or emailed or copied to a file share/portal) based on pre-defined distribution settings.

Presenter: Jim DePietto

8:45AM

8:45AM - 9:15AM

Task Manager

Take those Excel worksheets documenting start times, responsibilities and process descriptions for close, planning and reporting and breathe life into them with the OneStream Marketplace solution, Task Manager. You will see how easy it is to create and manage tasks, connect those tasks to your OneStream workflows with this powerful example of the OneStream platform.

Presenter: Eric Begg

8:45AM

8:45AM - 9:15AM

Document Management

In this session get an overall view of how the OneStream MarketPlace Task Manager solution leverages the power of the platform to extend reporting capabilities to cover document creation and collaboration. Using this area of Task Management finance reporting teams can leverage OneStream to begin to create documents with all benefits of Task Manager’s workflow and approvals.

Presenter: Matt Rodgers

9:30AM

9:30AM - 10:00AM

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.

Presenter: Roy Googin

9:30AM

9:30AM - 10:00AM

Allocations

Come see how easy it is to perform driver based allocations inside of OneStream Smart CPM.

Presenter: Todd Renard

10:15AM

10:15AM - 10:45AM

People Planning

In this demonstration we will explore the OneStream Marketplace solution “People Planning”. In particular we will observe how employees information can be maintained, what the solution calculates and how it is possible to extend it with additional calculations. To conclude we will see how data can seamlessly integrate with financial models and how OneStream drill back functionality can support this process.

Presenter: Tommaso Sandi

10:15AM

10:15AM - 10:45AM

Thing Planning

Learn all about this thing called “Thing”. We will discuss use cases, the end-user experience, configuration, and the behind-the-scenes workings of the Thing Planning Market Place Solution, and how it leverages OneStream’s unique Relational Blending technology.

Presenter: Roy Googin