Specialty Planning Solutions

Employee and contractor compensations, benefit, travel and expense planning come out of the box with our pre-built solution. Stop worrying about mechanics and begin solving your business problems on day one.

• Easier to add new plans, new hires and T&E scenarios
• No need to update the cube with every new employee or metadata change
• Combine comp and bonus groups for the ultimate flexibility
• Flexibility to handle the most complex comp, benefit or sales plans

OneStream XF’s Capital Planning solution streamlines the planning of capital assets and their related expenses including depreciation, maintenance, and insurance.

• Gain insight into the impact of capital decisions on financial results
• Easily manage all capital planning with simple end-user workflows
• Leverage operational insight for more consistency and accuracy in your plan
• Eliminate manual off-line spreadsheets with inconsistent processes and controls

Model the changes in cash by understanding the impact of all cash sources and uses including payables, receivables, investments, capital expense, financing and more.

• Model investments and expected returns
• Gain visibility to your cash and credit position including the impact of changes
• Powerful allocations for receivable and payable metrics
• Fully align income statements, balance sheets and cash flow statements
• Define models for multiple DSO and DPO scenarios

Plan sales at the opportunity level and create rolled-up forecasts that can be adjusted by management at the region, geography or corporate level – with full visibility back into the underlying details.

• Import, track and manage sales opportunities at the deal level
• Update key attributes such as revenue, type, costs, and deal stage
• View a summary of opportunities by stage, total pipeline, and periodic forecasts
• Roll-up sales forecasts by manager, territory, geography or industry
• Drill down into underlying deal level details
• Bi-directional pull and push direct integration available with SalesForce.com
• Adjust sales forecasts at the region, geography or corporate level

OneStream XF’s Thing Planning (think anything) leverages the pre-built model for planning on any business driver. Thing Planning use case examples include:

• Product line or SKU planning
• Project planning
• Services planning
• T&E planning