Challenge:        

  • 20 + year legacy consolidation system which was 12 Essbase cubes
  • Excel 50+ tab Workbooks for Planning and Forecasting
  • Extensive data movement jobs
  • Limited inhouse knowledge of their legacy solution with key employees’ retirement within sight

Solution:

  • Scenarios
    • Actual
    • Plan
    • Forecast
  • Chart of Accounts
    • Corporate COA
      • US/UK
    • Statutory COA’s
      • Austria/Germany
      • Spain
      • France
  • Direct Connect to two separate instances of Dynamics AX
  • Dynamic Cube and Entity assignment for SQL Where clause
  • 70 Workflows
  • Standard, Defined and Repeatable process
  • 15 Dynamic forms that populate the corresponding Entity & Department by Manufacturing site
Benefit:
  • Successfully migrated their planning process out of Excel spreadsheets and into OneStream 
  • Spends much less time checking formulas and manually linking files and more time on analysis of the key business drivers and planning scenarios
  • Leveraging detailed workflows and business drivers to standardize and seed various planning scenarios – creating focus on driving the business