Change Management
Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We j...
Forum Discussion
Hello!
We set up policies around items important to us to track plus what our auditors require, otherwise most everything is available via audit tables or audit reports inside OS. For ex:
- Master data updates are mostly completed through ACM with some exceptions that are tracked with manual approvals against an audit report out of OS.
- BR changes, "key" CV changes, Marketplace tool updates, security updates, among other things I'm sure I'm forgetting require approval which are stored in a folder for auditor review.
- OS platform upgrades require documenting change ticket in our service now system.
- Regular day-to-day activities do not require approval. We've defined these as transformation rule updates, data management updates, dashboard updates, etc.
There's likely a level of change you'll have to determine as a company to determine what gets tracked and what doesn't to strike a good balance between risk and tracking time spent/wasted.