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Transforming Financial Organizations

AM specializes in delivering high-quality EPM solutions driven by our exceptional understanding of OneStream and proven delivery practices.

Our OneStream expertise includes system architecture and technical requirements gathering, system deployment, modernization, process automation, data management, data visualization, customer enablement (change management and training), operations and maintenance, and process and technology transformation. 

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Planning & Analysis

We are effective at rapidly deploying OneStream applications that build on / improve the current use cases of legacy solutions to improve agility, simplify reporting, and accelerates business insights.

Asset Management

Discovery engagements to determine the proper approach and toolset for their implementation, and the Optimization of their existing solution through assessment, recommendation, augmentation, improvement and optimization.

Advisory & Consulting

AM will take your vision and transform it into a best-in-class EPM solution. We have assisted our Customers with advisory initiatives that are focused on the best strategy for their enterprise. These initiatives have included the development of a Strategic Roadmap to implement EPM and Analytics.

Migration / Conversion

Our years of experience working with legacy EPM solutions like Oracle / Hyperion, SAP, Anaplan, Adaptive Planning and others coupled with our OneStream knowledge has resulted in significantly more efficient transitions to OneStream for our Customers.

Enablement

Our outcome-driven EPM approach for OneStream projects provides our customers with an industry partner that is agile, responsive, forward-thinking, and fully capable of reducing complexity and increasing transparency to deploy OneStream, increase analytical capabilities and enable informed decisions. 

Data Analysis and Visualization

Our team with collectively more than a century of EPM experience has worked with dozens of customers in both the federal government and commercial spaces to support their adoption of OneStream.

Strategy, Enablers, & Results

AM’s vision for operationalizing key financial processes relies on an optimized EPM operating model that is focused on strategy, enablers, and results. The strategic plan defines the mission statement, vision, goals, and objectives. Enablers are the various key elements associated with the operating model to ensure that the processes are optimized. Finally, the results are to measure whether the goals are met and to conduct root cause analysis to identify the cause of any problems that will be addressed.

OneStream Experience

AM is a OneStream Silver Partner focused on best-in-class EPM solutions.

Our team has proven expertise and a strong commitment to leveraging OneStream’s powerful platform for optimal results. 

Our partnership with OneStream is vital in delivering comprehensive, streamlined solutions that drive successful outcomes for our clients.

With our specialized knowledge and strategic approach, we ensure that every implementation maximizes efficiency and performance, positioning our clients for informed decisions and sustained success. 

Federal Experience

Our subject matter expertise around the Planning, Programming, Budgeting and Execution (PPBE) and Federal Civilian Financial Planning & Analysis (FP&A) processes has enabled AM to develop our OneStream Federal Budget Template, capturing our extensive OneStream techno-functional capabilities to standardize our solutions and mitigate risks that impede exceptional outcomes for our customers. 


Customer success stories include: 

 

  • Fully integrated planning solution that seamlessly supports a large Department of Defense agency’s PPBE processes.
  • Fully integrated Federal Civilian FP&A solution that includes Directional Planning, Budget Formulation, Budge Execution and Performance and Budget Monitoring.
  • Advanced Reporting and Dashboarding solutions to improve user experience.
  • Narrative Reporting to support the details / commentary associated with the various Budget scenarios improving user analysis, collaboration and approval.
  • Managed ongoing Operations & Maintenance activities and supported system updates resulting from user requests. 
  • Migrated / Converted Customers from prior solutions including Hyperion / Oracle, SAP, Custom solutions, Excel and others. 
  • Migrated agency from on-premise OneStream to Cloud / SaaS solution. 
Commercial Experience

Our experience working in a wide range of industries in the commercial space including Healthcare, Aerospace and Defense, Manufacturing, Banking, Insurance, Professional Services and others has resulted in a leading practice approach around the development of industry specific solutions within OneStream to facilitate the focus on key performance indicators and enable informed decisions. 


Customer success stories include: 

 

  • Financial Close solutions with multiple accounting standards, extensibility, complex ownership / joint ventures, and Cash Flow.
  • FP&A solutions that included scenarios for Budget / Plan, Forecast and Strategic Plan with varying amounts of frequency.
  • Integrated Planning solutions with several industry specific solutions, advanced workflow in operational areas.
  • Direct Connect integrations with Oracle, NetSuite, Workday, SAP and others.
  • OneStream MarketPlace solutions including Account Reconciliations, Transaction Matching, People Planning, Capital Planning, Thing Planning and others.
  • Advanced Reporting and Dashboarding solutions to improve user experience.
  • Migrated / Converted Customers from prior solutions including Hyperion / Oracle, SAP, Anaplan, TM1, Blackline, Adaptive Insights, Excel and others. 

Our EPM Leadership Team

Jeremy Fisher

Director of EPM Practice

David Luscombe

Director of EPM Practice

The AM Difference

Our team with collectively more than a century of EPM experience has worked with dozens of customers in both the federal government and commercial spaces to support their adoption of OneStream. 

Value Accelerators

AM understands the key capabilities successful OneStream initiatives deliver to the office of finance.  This knowledge is leveraged to facilitate productive requirements and design sessions.  Additionally, pre-built code and other OneStream content is leveraged as necessary to expedite the build, test, and deploy processes.

Key considerations include: 

  • Deep knowledge of FM functional processes guides design principles. 
  • OneStream expertise drives alignment of Solution Architecture with critical Organizational Objectives. 
  • Leverage pre-built content to accelerate development cycles. 
Extensible Models

A key feature of the OneStream platform is the concept of extensibility, which provides flexibility to deliver process and organization unit specific data models as required to support FM processes. Utilizing this capability is a must as it enhances performance, simplifies reporting and is a key driver for user adoption. 

Key considerations include:

  • Organizational Unit specific models that align to consolidated financial reporting structures 
  • Flexibility within data model to collect and report on financials at appropriate level of detail for each specific process  
  • Ability to perform variance analysis at lowest level of commonality across all data sets. 
Outcome Driven Analytics

AM understands that it is important for finance and operations teams to have access to both financial and operational insights for speed of thought reporting and analysis. Also, it is important to enable users to quickly assess trusted data in interactive dashboards that can be quickly configured and updated.

Key considerations include: 

  • Embed analytics to guide / inform Planning process decisions. 
  • Leverage variance analysis to drive action plans and enable transparency. 
  • Develop standard approaches including landing pages and wireframes to save time. 
  • Assess key dashboarding during foundational design to ensure that dimensionality aligns with reporting. 
Workflow / Security

OneStream utilizes a layered approach for security that is focused on four key areas that include workflow security, entity security, account security, and security roles. Our approach focuses on starting simple with a focus on users, roles, and groups and increase when to keep your data safe, and your business protected. 

Key considerations include: 

  • Standardized workflow but personalized for users. 
  • Focus on end-user experience that simplifies navigation. 
  • Manage and enforce quality and data processes. 
  • Fully document security approach and process to simplify administration. 
  • Actively monitor system settings and test access. 
  • Incorporate Cybersecurity protocols if needed. 
Data Integration

Data integration is a critical aspect of implementing your OneStream solution because the effectiveness of your various processes is fully dependent on getting timely and accurate financial and operating details from your source systems.

Key considerations include: 

  • Develop integration strategy that outlines the timing and automation requirements for your data sources. 
  • Pull data directly from your source systems using Direct Connect integrations with pre-built integration connectors. 
  • Include ability to drill to stage and drill to source that will simplify your ongoing analysis. 
  • Utilize out of the box OneStream capabilities like confirmation rules to ensure accuracy. 
Quality Assurance

AM’s quality assurance process ensures that all project activities and deliverables meet specified quality standards through vigorous reviews and continuous improvement initiatives. Our robust quality control measures will uphold the highest standards of excellence and strive for continuous enhancement of project outcomes.

Key considerations include: 

  • Embed a level of quality assurance in all aspects of your project starting with requirements. 
  • Ensure stakeholder engagement for complete assessment of quality. 
  • Rigorous testing approach including peer reviews to ensure the highest standards of quality. 
  • Controlled Release Management with package-based approach to ensure consistency. 

OneStream Federal Budget Accelerator

With our deep experience delivering innovative EPM solutions and our understanding of the various budget processes for the Federal Government, AM has developed a proven approach for the rollout of OneStream that enables efficiencies for an organizations strategic, operational and financial management practices. Ultimately, our OneStream Federal Budget Framework is a proven approach that saves time, lowers risk, and improves user experience / adoption.

Leverage Best Practices
  • Aligned with Business Objectives
  • Built for Operational Efficiency
  • Zero-Based & Driver-Based Planning
  • Scalable & Extensible Models
  • End-to-End Automation
  • Optimized System Architecture
  • Proven Implementation Frameworks
Create Unified Data Model
  • Integrated Planning & Budgeting
  • Program & Portfolio Management
  • Workforce & Resource Planning
  • Intelligent Allocations
  • Advanced Financial Modeling
  • Working Capital Optimization
  • Real-time Reporting & Dashboards
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User Experience Focus
  • Conversion-driven Landing Pages
  • Unified Interface & Tooling
  • Guided User Journeys
  • Contextual Training Modules
  • Embedded Real-time Analytics
  • End-user Enablement
  • Effortless System Management
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Contact Our EPM Team

Submit the form below to email our dedicated EPM Team and start a conversation about your project requirements. We’re here to listen, collaborate, and tailor solutions to meet your unique needs.

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