July 2025 Customer Newsletter
July 2025 Customer Newsletter We're excited to bring you the OneStream customer newsletter in a new interactive format. Quickly jump to your favorite sections, bookmark the newsletter to reference later, and share with colleagues. This month we're introducing you to the new Productivity Pack, offering discounted pricing on Splash EMEA passes, sharing how Valeo achieved 96% faster data configuration and so much more! View Newsletter The July 2025 OneStream customer newsletter includes: Product Updates - Productivity Pack & System Diagnostics OneStream Splash - EMEA Registration Now Open Quick Tips - Import templates in ESG Reporting and Planning Solution Customer Story - Valeo achieves 96% faster data configuration Readiness Toolkit - Get the most out of your OneStream data in Power BI Solution Spotlight - Planning Upcoming Events, Webinars and User Group Meetings Blog - AI Talent Shortage in FinancePlatform Power Hour Webinar - Annual Operating Planning
July 31st: Platform Power Hour Webinar – Annual Operating Planning Join us on Thursday, July 31st at 10 AM ET / 4 PM CET to learn ‘5 Steps to Streamlining Annual Planning in OneStream’. In this session, we will: Outline the 5 key steps to streamline your AOP process, ensuring it remains relevant and flexible throughout the year. Explain how to automate tasks and leverage data-driven insights to enhance decision-making and performance. Provide a live demo of how you can implement continuous planning using OneStream. Answer your questions about Annual Operating Planning in OneStream. Can't attend? Register anyway and we'll send you a link to the recording.June 26th: Platform Power Hour Webinar - Genesis
Join us on Thursday, June 26 at 10 AM ET / 4 PM CET to learn how you can ‘Configure, Adapt, and Grow Without Limits’ using Genesis, a Plug-and-Play Architecture available in OneStream v9. In this webinar we’ll demonstrate how Genesis can help you: Easily design and deploy new financial and operational models, planning processes and reporting solutions Create highly curated and personalized dashboards, menus, and user experiences without code Modify existing dashboards to add additional reporting, analytics, and insights Incorporate AI into specific business workflows with AI Narrative Summarization and Commentary Can't attend? Register anyway and we'll send you a link to the recording.June 18th: ESG as a Strategic Imperative Webinar with BARC
As ESG Reporting becomes a top priority across organizations, finance teams are under pressure to deliver sustainability insights with the same accuracy and rigor as financial data. But how can you add ESG into your reporting process without adding complexity? Join OneStream and BARC for a discussion on how finance professionals can take the lead in ESG performance and compliance, using unified data and streamlined reporting. In this session, you’ll learn how to: How to align ESG and financial data into a single source of truth How to stay compliant with evolving regulatory requirements – without reinventing your process. In today’s complex environment, the ESG is more than a necessity—it’s your opportunity to lead. Own it. Register for this Webinar https://www.onestream.com/events/global-wbn-tl-esg-18jun2025/May 29th: Platform Power Hour Webinar - SensibleAI™ Forecast
Join us on Thursday, May 29 at 10 AM ET / 4 PM CET to learn how you can access SensibleAI™ Forecast from OneStream to produce fast, accurate, and transparent forecasts — without needing data science expertise. Webinar highlights: The challenges of traditional forecasting methods How SensibleAI Forecast transforms accuracy and speed Getting started with OneStream's no-code AI capabilities Why AI-powered forecasting is no longer optional Can't attend? Register anyway and we'll send you a link to the recording.April Cert Prep Webinar Announcement
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate (OCA) – Implementation Foundations exam! Join us on Tuesday, April 15, 2025, at 11:00am ET as OneStream's Chris Loran and David DeLise facilitate a 60-minute session on these exam topics: Transformation Rules Confirmation Rules Workflow Dimensions …and more! Our experts presenting will be: Chris Loran, Sr. Solution Consultant David DeLise, Consulting Services Register today to reserve your space today! https://onestreamsoftware.zoom.us/webinar/register/WN_gfjDcOKPSBuodABnlGjpEQ#/registrationCertification Prep Webinar for the OneStream Certified Professional (OCP) - Lead Architect exam!
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Professional (OCP) - Lead Architect exam! Join us on Tuesday, November 26, 2024, at 11:00am ET for a 60-minute session facilitated by a panel of experts from the OneStream Strategic Customer Advisory team on these exam topics: Cubes Workflow Data Collection …and more! Our panel members will be: Henning Windhagen, Principal SCA Technology Fred Lucas, Principal SCA Technology Albert Formenti, Principal SCA Technology Register today to reserve your space today!Webinar: OneStream Certified Associate - Implementation Foundations Exam Prep
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate - Implementation Foundations (OCA-IF) exam! Join us on Tuesday, April 23, 2024, at 11:00am ET as Tom Linton from Global Education Services facilitates this 90-minute session on these exam topics: Cube and Cube POV Dimensions Extensibility Workflow ...and more! Register in advance for this webinar: https://onestreamsoftware.zoom.us/webinar/register/WN_DbBv-YhpSD-SlHPuDyBVdA
