Recent Blogs
Unlocking Maximum Value from Your OneStream Investment: A Modern Training Strategy for Every Team
3 MIN READ When organizations invest in OneStream, they’re not just adopting a platform — they’re stepping into a new way of working. But unlocking the true value of that investment requires more than features and functionality. It requires people who feel confident, skilled, and empowered to use OneStream to solve real business challenges. That’s why the most successful customers treat learning as a continuous journey, not a checkbox. They use a blend of training modalities — On‑Demand courses, virtual public instructor-led training, and private team training — to build momentum at every stage of adoption. And when you look closely, the magic isn’t in any one modality. It’s in how these learning experiences work together. A Learning Journey That Evolves as You Do Before Implementation: Planting the Foundation Long before the first workflow is built, teams benefit from grounding themselves in fundamentals. On-Demand learning becomes the perfect starting point here — a low‑pressure way for users to explore the basics, learn terminology, understand the interface, and get comfortable with the possibilities OneStream offers. This early familiarity pays huge dividends. It means kickoff meetings run smoother. It means fewer surprises later. And most importantly, it means your team enters implementation with shared language and confidence. During Implementation: Building Real Capability As implementation ramps up, the learning experience shifts from introduction to application. This is where teams often bring in live instruction — through virtual public instructor-led classes or through private training customized to the project. Live training gives users the space to ask questions, collaborate, and practice real scenarios with expert guidance. It accelerates alignment among administrators, power users, and project stakeholders. And when delivered privately, it becomes a focused workshop built around your business, your design choices, and your workflows. Blending public ILT, private ILT, and continued On‑Demand learning creates a rhythm of reinforcement — learn it, apply it, revisit it, deepen it. Go-Live: Turning Readiness into Confidence Go‑live isn’t the finish line — it’s the moment everything becomes real for your users. On‑Demand courses continue to serve as just‑in‑time refreshers for end users, while focused ILT courses help administrators sharpen the skills they’ll rely on daily. Teams often schedule private sessions around go‑live to reinforce workflows, validate processes, and help new users feel supported. This stage isn’t only about knowledge. It’s about confidence. And confidence is built through practice. Continuous Usage: Scaling Skill Across the Organization As your OneStream footprint expands, new goals emerge: onboarding new team members elevating reporting or dashboarding capabilities supporting new modules developing deeper administrator expertise preparing for upgrades or enhancements This is where Passport’s unlimited On‑Demand library becomes your engine for continuous learning. Your team can explore new topics, revisit past ones, and move at their own pace — while live ILT offerings supplement the journey when deeper, guided exploration is needed. The training plan becomes a living system: self‑paced learning for day‑to‑day growth, ILT for breakthroughs, and private sessions when your business is ready to tackle something bigger. Bringing It All Together: A Training Strategy That Works in the Real World Imagine stepping through your OneStream journey with a training program that grows with you: Your new hires start their first week with On‑Demand fundamentals so they’re not walking into the deep end. Your administrators join a virtual public ILT session to learn best practices directly from the experts and from peers in other organizations. Your project team gathers for a private 4‑day workshop that turns theory into hands‑on skill built around your actual design. Your end users return to Passport courses whenever they need a refresher — during month‑end, before auditor questions, or when exploring new reports. Your leadership trusts that your team isn’t just using OneStream — they’re mastering it. This is the story countless customers experience when they blend learning modalities intentionally. Each training type plays a role, but together they form a system that supports onboarding, accelerates adoption, and fuels long‑term success. The result? A confident, capable team. A smoother implementation. A platform that grows with your business. And a stronger return on your OneStream investment year after year. Want to Build Your Team’s Training Plan? Your Global Education Services Account Executive can help you design: A new-hire onboarding path A role-based curriculum for admins, power users, and end users A multi-year training roadmap aligned to your implementation A combined Passport + ILT + Private Training bundle tailored to your goals Reach out to your CSM to learn more.
The OneStream Podcast: Solution Series - CPMx IFRS now available!
1 MIN READ On this episode of The OneStream Podcast, Peter Fugere is joined by Aymar Doat to discuss CPMx IFRS. The pair talk about the differences from US GAAP and how OneStream has tailored it’s already successful CPM Express offering to accelerate implementations for EMEA customers.OneStream Workspaces and Assemblies is available today!
2 MIN READ It’s official — OneStream Workspaces and Assemblies by Jessica Toner and Eric Telhiard is now available. This book is your comprehensive guide to understanding and applying the Workspace architecture that’s reshaping the OneStream Platform. With practical examples, screen walkthroughs, and best‑practice strategies, you’ll learn how to design intuitive applications, streamline dashboards, centralize logic, and manage multi‑developer environments with confidence. If you’re a OneStream developer, admin, or architect, this resource will help you modernize your approach and build solutions that are more maintainable, scalable, and efficient. The next generation of OneStream development has arrived — and this book will help you lead the way. 👉 Get your copy now at OneStreamPress.com Meet the Authors Eric Telhiard Eric Telhiard is the Senior Director of Demo Engineering at OneStream Software. Since joining the company in 2020, he has played a pivotal role in shaping the demo development experience, leading vertical industry build initiatives, and driving innovation across the demo engineering organization. With more than 25 years in Corporate Performance Management (CPM), Eric has helped global organizations navigate complex planning, forecasting, and profitability challenges by crafting tailored, scalable solutions. Jessica Toner Jessica Toner is the Director of Vertical Demo Engineering at OneStream Software. She joined the OneStream Software services team in 2017, where she played a vital role in the successful implementation of OneStream’s inaugural Federal customer solution. In 2020, she shifted her focus to Partner Enablement as a Partner Engagement Manager, providing partner implementation support and project management for the OneStream Public Sector practice. In 2021, she advanced to the Presales organization as a Lead Solution Consultant, where she was responsible for managing and enhancing the Public Sector practice’s demo asset portfolio. Jessica currently oversees the architecture, development, and governance of all Vertical Demo Assets across the enterprise.OCS Reports & Dashboards Certification Prep Webinar
1 MIN READ Are you preparing to schedule your OneStream Certified Specialist (OCS) – Reports and Dashboards exam and looking for additional preparation? The OneStream Certification Program is pleased to announce our second Certification Prep Webinar for the OCS – Reports and Dashboards exam. Join us on Tuesday, March 31, 2026, at 11:00am ET for a 60-minute session led by OneStream experts. This webinar will review key topics covered on the exam and provide additional context to support your exam preparation. Topics Covered The session will focus on the following exam topics: Cube Views Dashboard Parameters Dashboard Components Additional related concepts Our Experts Presenting The webinar will be facilitated by the following presenters: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicky Baretta, Manager, Remote Consulting, OneStream Registration Register today to reserve your space. Missed the First Prep Webinar? The previous Certification Prep Webinar for the Reports and Dashboards exam is available on the Navigator site and can be used as an additional study resource.Pre-Order OneStream Workspaces and Assemblies Today!
1 MIN READ Whether you’re new to OneStream or a seasoned architect, Workspaces provide the tools to streamline customization and deliver more maintainable, scalable applications. This OneStream Workspaces and Assemblies book was written for developers, administrators, and technical users looking to confidently navigate the Workspace transition, understand its purpose, and apply it effectively within the framework of modern financial operations. Through guided examples, screen walkthroughs, and best-practice strategies, dive into the components and concepts behind Workspaces and how they elevate your OneStream development. You will explore how enhanced security, collaborative development tools, and streamlined deployment models can transform how solutions are delivered in your organization. Setting up and configuring Workspaces Centralizing logic with Assemblies and Assembly Services Reorganizing dashboards for cleaner UI management Navigating the new Dev‑to‑Prod lifecycle Converting legacy components into Workspace‑ready formats Strengthening collaboration, security, and maintainability Workspaces aren’t just another tool—they’re the gateway to a smarter, more connected way of developing in OneStream. Pre‑order today and be among the first to dive into the new OneStream development model. 👉 Reserve your copy at OneStreamPress.com
