Tech Talks: An Architect's Perspective - Design Principles replay now available
The August edition of Tech Talks, An Architect's Perspective - Design Principles is now available for replay. On this episode, Nick Bolinger joins Tom Linton and Matt Kerslake to discuss the sound design principles that make up the CPM Blueprint and how those concepts can be used for training, reference and the start of a global-friendly design. The link below will expire on 9/18 so watch now! You can always watch this episode and all Tech Talks on Navigator as part of your Passport subscription. https://thoughtindustries-1.wistia.com/a/uwemw9pm43z15cu
Level Up with OneStream: September Training Courses You Can’t Miss
Building Dashboards We have two Building Dashboards courses running September 9-11: one in EMEA (British Summer Time) and one in North America (Eastern Time Zone). Our Building Dashboards course was totally revamped earlier this year, and it’s ready for you to dive in! Get that practical dashboard experience under your belt so you’re prepared for whatever comes your way. When: September 9-11 Where/Time Zones: BST and EST Building Dashboards Course Agenda Getting Started with OneStream (GSWO) + OneStream Administration (OSA) New to OneStream? We’ve got you! Our combo course, Getting Started with OneStream (GSWO) + OneStream Administration (OSA), will give you the foundation you need to get started. Explore core concepts and develop your administrator competencies in this 4-day instructor-led training. When: September 15-18 (North America) and September 16-19 (EMEA) Where/Time Zone: EST & CET Getting Started with OneStream Course Agenda OneStream Administration Course Agenda Register Now You can find these courses, in addition to many others, by logging into OneStream Navigator from your main OKTA page and navigating to Instructor-Led Training at the top of your page. You can also log in and then click THIS LINK (since Navigator is behind SSO, you’ll need to log in first before accessing the link). Don’t forget, if you are a Navigator Passport subscriber, you receive a 25% discount on all instructor-led training! Didn’t get your discount code yet? Tag me (@MartineS) in the comments below and I'll hook you up. Not a Passport subscriber? Reach out to your OneStream Customer Success Manager for additional opportunities to save on instructor-led training before the end of the year.Course Announcement: OneStream Architecture: Design Decisions
OneStream Global Education Services is excited to announce the new OneStream Architecture: Design Decisions course available now as an Instructor-Led Training. Course Description This instructor led course is tailored for consultants who are looking to expand their design decision-making skills or are pursuing to become architects in the future and are working with OneStream applications. It tackles common design challenges and equips participants with skills for informed design decisions that enhance performance, flexibility, and user-friendliness. Students will engage in instructor-led sessions, practical use cases, role-play, and collaborative activities to gain hands-on experience in developing and justifying design proposals. The course focuses on requirements gathering, guiding design principles, and key areas for effective application design (such as Extensibility and Data Units). Participants will also learn to communicate the trade-offs and benefits of design choices to customers, ensuring they can advocate for optimal solutions effectively. Delivery Types Instructor-Led Training Availability Customers Partners Employee Who Should Take This Course? The OneStream Architecture: Design Decisions course is designed for consultants with considerable OneStream knowledge who aim to enhance their design decision making skills, balance performance and user-friendliness, and effectively advocate for optimal solutions. The ideal student for this course: Has experience and working knowledge of concepts such as Extensibility, Cubes, and Data Integration as it will be needed to ask customers the right questions. Are proactive problem-solvers who seek to understand the trade-offs and benefits of different design choices to optimize OneStream implementations. Are eager to engage in interactive learning environments, leveraging group discussions and roleplay to refine their design skills. Duration Instructor-Led Training (ILT): 1 day Prerequisites Prior to taking this course, you should have: Completed the First Project Readiness Learning Path or possess equivalent knowledge. Completed the OneStream Architecture: Designing an Application course or possess equivalent knowledge. At least 2-3 years of software implementation experience in the financial software industry, including 2-3 years of experience with the OneStream software. Micro Credential Upon completion of this course a micro credential will be issued. Course Schedule Date Modality Time zone September 12, 2025 Virtual Eastern September 25, 2025 Virtual BST October 2, 2025 Virtual Eastern October 9, 2025 Virtual BST November 4, 2025 Virtual Eastern November 10, 2025 Virtual GMT December 2, 2025 Virtual Eastern December 8, 2025 Virtual GMT Dates and times are subject to change. Please visit OneStream Navigator for the latest schedule. Important Links Register via OneStream Navigator: OneStream Architecture: Design Decisions Course Description PDF Pricing and Learning Paths PDFCourse Announcement: OneStream Solutions: SensibleAI™ Forecast Foundations
OneStream Global Education Services is excited to announce the newly updated OneStream Solutions: SensibleAI™ Forecast Foundations course available now On-Demand. Course Description This self-paced eLearning course provides a foundational overview of OneStream’s SensibleAI™ Forecast solution. Participants will learn about benefits and business use cases of SensibleAI™ Forecast for creating time-series models for forecasting. Learners will review the process used to create and complete a SensibleAI™ Forecast model build process from creation to generating predictions. Delivery Types On-Demand Availability Customers Partners Employee Who Should Take This Course? This course is intended for those who are interested in learning about implementing OneStream’s SensibleAI™ Forecast solution. Duration On-Demand (OD): 6 Hours Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Introduction to OneStream or OneStream Essentials: Getting Started with OneStream Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Course Description PDF Pricing and Learning Paths PDFCourse Announcement: OneStream Essentials: OneStream Administration
OneStream Global Education Services is excited to announce the newly updated OneStream Essentials: OneStream Administration course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course has been designed to build on the topics learned in the OneStream Essentials: Getting Started with OneStream course. Using an existing application, the course will help develop administrator competencies for modifying core platform artifacts (such as dimensionality, workflow, data sources, and transformation rules) and troubleshooting skills for a variety of common issues. The course content has been created assuming that it will be used by an OneStream administrator as a supplemental resource to any design documentation provided by a consultant. Content has avoided, where possible, a Planning or Consolidation focus as these topics will be dealt with in other courses and learning resources. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is intended for those who are early in their OneStream journey and responsible for administering OneStream applications. The program level of this course is basic. Duration On-Demand (OD): 13 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) Class Course Description (PDF) Pricing and Learning Paths PDFNew Course & Updates: Introduction to OneStream and Getting Started with OneStream
OneStream Global Education Services is excited to announce the release of the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but have been updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream quickly: Introduction to OneStream. What is Happening? Getting Started with OneStream (Free) is now Introduction to OneStream (Free). Our Premium On-Demand and Instructor-Led Training courses include new content that has been streamlined and updated for OneStream 8.5 and beyond. The change to our flagship lineup better aligns with our two unique audiences: Business End Users and Technical Users. Business End Users: Introduction to OneStream (Free) OneStream 8.5 and beyond Demo Videos Included Micro Credential 4 Hours On-Demand only All users are welcome to take this course, but Technical Users must complete the Getting Started with OneStream course as part of the First Project Readiness learning path Technical Users: Getting Started with OneStream Premium On-Demand & Instructor-Led Training (Paid) OneStream 8.5 and beyond Includes Interactive Labs and a dedicated section for Administrators 7 CPE Credits for On-Demand / 8 CPE Credits for Instructor-Led Training Micro Credential Additional Technical Content 6 Hours for On-Demand / 1 Day for Instructor-Led Training Prerequisite for follow-on OneStream Administration course and beyond Part of the First Project Readiness learning path When Does This Change Happen? The new Introduction to OneStream (Free) and updated Getting Started with OneStream courses are available starting July 9, 2025. Who Is This For? Business End Users – Need to know that the free course has been revamped and has a new name. Technical Users – Need to know that existing courses have been streamlined and updated for OneStream 8.5. What Happens to Getting Started with OneStream (Free)? This course will remain on OneStream Navigator and new and existing customers can register for the course any time between now and July 31, 2025. At that time registration will be closed. Anyone who has registered for the course will see the course in their “Activity” dashboard and will have until September 30, 2025, to complete the course. At that time, the course will be retired for all learners. What Is Different Between the old Getting Started with OneStream (Free) and the new Introduction to OneStream (Free)? The free version of Getting Started with OneStream was essentially a leaner version of the paid course, lacking interactive labs but retaining technical content. Introduction to OneStream has all updated content (for OneStream 8.5 and beyond) and eliminates some of the more advanced technical content, making it easier for Business End Users to complete the course and earn a micro credential. Introduction to OneStream’s new streamlined content only takes four (4) hours to complete – half the time required by Getting Started with OneStream (free). What Now? Enroll in the new On-Demand courses today, or register for an upcoming Instructor-Led Training by visiting OneStream Navigator.Coming Soon: Getting Started with OneStream & Introduction to OneStream Courses
Global Education Services will release the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses on July 9, 2025. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but will be updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream quickly: Introduction to OneStream. What is Happening? Getting Started with OneStream (Free) will soon be Introduction to OneStream (Free). Our Premium On-Demand and Instructor-Led Training courses will include new content that has been streamlined and updated for OneStream 8.5 and beyond. The change to our flagship lineup better aligns with our two unique audiences: Business End Users and Technical Users. Business End Users: Introduction to OneStream (Free) OneStream 8.5 and beyond Demo Videos Included Micro Credential 4 Hours On-Demand only All users are welcome to take this course, but Technical Users must complete the Getting Started with OneStream course as part of the First Project Readiness learning path Technical Users: Getting Started with OneStream Premium On-Demand & Instructor-Led Training (Paid) OneStream 8.5 and beyond Includes Interactive Labs and a dedicated section for Administrators 7 CPE Credits for On-Demand / 8 CPE Credits for Instructor-Led Training Micro Credential Additional Technical Content 6 Hours for On-Demand / 1 Day for Instructor-Led Training Prerequisite for follow-on OneStream Administration course and beyond Part of the First Project Readiness learning path When Does This Change Happen? The new Introduction to OneStream (Free) and updated Getting Started with OneStream courses are available July 9, 2025. Who Is This For? Business End Users – Need to know that the free course has been revamped and has a new name. Technical Users – Need to know that existing courses have been streamlined and updated for OneStream 8.5. What Happens to Getting Started with OneStream (Free)? This course will remain on OneStream Navigator and new and existing customers can register for the course any time between now and July 31, 2025. At that time registration will be closed. Anyone who has registered for the course will see the course in their “Activity” dashboard and will have until September 30, 2025, to complete the course. At that time, the course will be retired for all learners. What Is Different Between the old Getting Started with OneStream (Free) and the new Introduction to OneStream (Free)? The free version of Getting Started with OneStream was essentially a leaner version of the paid course, lacking interactive labs but retaining technical content. Introduction to OneStream will have all updated content (for OneStream 8.5 and beyond) and eliminate some of the more advanced technical content, making it easier for Business End Users to complete the course and earn a micro credential. Introduction to OneStream’s new streamlined content will only take four (4) hours to complete – half the time required by Getting Started with OneStream (free). What Now? Keep an eye on the Community Blog for the official launch announcement coming July 9. 2025. Until then, let us know your questions in the comments below.Introducing the OneStream Essentials: Writing Financial Calculations Course
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Writing Financial Calculations course available now as On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is designed as a comprehensive foundation for OneStream consultants and administrators, focusing on the critical area of financial calculations. Drawing on the learner’s existing familiarity with OneStream, this course builds a foundation of knowledge and skills related to analyzing, editing, writing, and troubleshooting financial calculations. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is for OneStream consultants and administrators seeking foundational knowledge and skills in financial calculations. Duration On-Demand (OD): 13 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream [ On-Demand or Instructor-Led Training ] OneStream Essentials: OneStream Administration [ On-Demand or Instructor-Led Training ]; OR OneStream Essentials: Implementing OneStream [ On-Demand or Instructor-Led Training ] Before beginning this course, you should possess: Knowledge of financial concepts and basic math including basic arithmetic and percentages Foundational skills in VB.Net or C# Familiarity with Object-Oriented programming concepts such as classes and objects Micro Credential Upon completion of this course a micro credential will be issued. Important Links Course Description PDF Pricing and Learning Paths PDF Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) ClassIntroducing the OneStream Essentials: Building Dashboards Course
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Building Dashboards course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is the starting point for anyone who needs to create or maintain dashboards in OneStream. In this highly practical learning experience, learners will acquire essential skills to work with an array of dashboard use cases, including dashboards for reporting, dashboards for customizing the OneStream user interface and dashboards to build solutions. This course is the foundation for more advanced content in future courses. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is designed for anyone starting their journey in building or maintaining dashboards in OneStream. This includes administrators, power-users, or any individual responsible for developing dashboards, to enhance their existing library, and troubleshooting current dashboards. Duration On-Demand (OD): 18 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream [ On-Demand or Instructor-Led Training ] OneStream Essentials: Building Basic Reports [ On-Demand or Instructor-Led Training ] In addition to the course prerequisites above, all attendees must be proficient in concepts such as: navigating OneStream, Cube Views, Dimensionality, and basic Member Filters and Expansions. Micro Credential Upon completion of this course a micro credential will be issued. Important Links Course Description PDF Pricing and Learning Paths PDF Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) ClassAnd the winner is...
:party_popper::trophy: Attention, valued customers! We're thrilled to announce that we've won the prestigious Computer Education Management Association - CEdMA Enterprise Impact Award for 2024! :sports_medal: This isn't just a win for us—it's a win for you. It reaffirms our commitment to delivering top-notch training that drives real results for your organization. This award validates the quality and effectiveness of our training offerings, showcasing our ability to deliver tangible outcomes for your team. It means that when you invest in OneStream’s training, you're investing in excellence. Thank you for trusting us to help you succeed. Let's continue this journey together and strive for excellence every step of the way!
