Expand Planning Across the Enterprise with OneStream Unifying ESG and Financial Reporting

Conclusion

Customer Benefits

ONESTREAM’S AI-POWERED PLATFORM FOR ENTERPRISE PLANNING

CHALLENGES IN EXPANDING PLANNING BEYOND FINANCE

GROWING ENTERPRISE COMPLEXITY DEMANDS UNIFIED PLANNING

CONFRONTING THE SILOS OF ENTERPRISE PLANNING

Expand Planning Across the Enterprise with OneStream

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In today’s rapidly changing and increasingly complex business environment, CFOs and finance leaders are expected to deliver more than just accurate budgets and forecasts — they’re expected to drive strategy, guide operational decisions, and respond with agility to market shifts. Yet for many organizations, planning remains fragmented and reactive. Disconnected spreadsheets, siloed departments, and outdated tools limit the ability to align strategic, financial, and operational goals. As a result, valuable time is spent reconciling numbers instead of shaping business performance.

To lead with confidence, finance must unify planning across the enterprise — enabling smarter decisions, faster course corrections, and greater collaboration between Finance and the business.

CONFRONTING THE SILOS OF ENTERPRISE PLANNING

In a fast-moving and unpredictable business environment, agility and alignment across the enterprise have never been more critical. Yet many organizations still rely on fragmented, finance-centric planning processes that don’t extend across departments. Instead, sales, human resources (HR), operations, and supply chain teams often operate in silos — using spreadsheets or disconnected tools — and thus adopt disjointed plans misaligned with financial goals.

That disconnect, in turn, stifles cross-functional collaboration, delays strategic execution, and limits the ability to anticipate and respond to change. To lead with agility, finance leaders must not only modernize planning processes but also expand them beyond the walls of the finance function. Doing so means enabling the enterprise to plan as one — driven by data, unified by platform, and empowered by artificial intelligence (AI).

driven by data

UNIFIED by platform

empowered by ai

GROWING ENTERPRISE COMPLEXITY DEMANDS UNIFIED PLANNING

Today’s enterprises are more complex than ever. Global operations, hybrid business models, and constant market shifts require organizations to adapt quickly and plan continuously. However, as complexity grows, so does the challenge of aligning plans across departments and ensuring they roll up into a cohesive enterprise view.

Disconnected planning processes often span multiple tools and systems — each with its own data definitions, assumptions, and timelines. Accordingly, forecasting headcount in HR, inventory in operations, or pipeline in sales becomes increasingly difficult to reconcile with corporate financial plans.

THE RESULT?

Wasted time, inconsistent data, and missed opportunities to act. Enterprise leaders thus need a unified planning platform that breaks down functional silos and aligns strategic, financial, and operational goals in real time. With a unified platform, teams are freed from manual effort to instead focus on value creation and performance improvement.

CHALLENGES IN EXPANDING PLANNING BEYOND FINANCE

Slow Response to Market Disruption

Time Spent Reconciling Instead of Strategizing

Inability to Link Operations to Financial Impact

Inconsistent Forecasts and Assumptions

Lack of Visibility into Business Drivers

Disconnected Functions, Disjointed Plans

When external factors such as inflation, supply chain shifts, or demand changes occur, siloed planning processes hinder the ability to pivot quickly. A lack of real-time scenario modeling and unified forecasting limits the organization's ability to respond with speed and confidence. For mid-sized to large enterprises, expanding planning across the organization requires more than just spreadsheets and disconnected point solutions. Today’s leading corporate performance management (CPM) platforms offer a unified approach. Under that approach, financial and operational planning, data integration, built-in intelligence, and enterprise-wide collaboration are all in a single solution. These platforms are purpose-built to unify planning processes across finance, sales, operations, HR, and supply chain — eliminating silos and aligning teams around a single version of the truth. With built-in workflow, security, and auditability, the platforms enable organizations to plan with confidence and scale. Modern unified CPM platforms such as OneStream also empower users with intuitive reporting, dashboards, ad-hoc analysis, and scenario modeling. With these features, stakeholders at all levels can move beyond reactive planning toward more proactive, data-driven decision-making.

Executive planning meetings are often consumed by aligning and explaining different versions of the truth across departments. Instead of focusing on decisions that drive growth and resilience, teams spend time validating data and debating assumptions.

Planning an operational change — such as increasing manufacturing capacity or shifting inventory levels — often happens without finance understanding the full financial implications. Without the ability to model operational scenarios with financial drivers, decisions lack strategic context.

Sales forecasts and pipeline projections are often built in isolation and lack transparency to finance, creating a disconnect. As a result, mismatches in demand planning, resource allocation, and cash flow projections occur — weakening confidence in the overall forecast.

Finance teams operating in siloed systems struggle to understand what’s truly driving variances in revenue, cost, or margin because critical operational data lives outside those systems. Without transparency into business drivers, organizations are left reacting to outcomes instead of proactively shaping them.

Sales, operations, HR, and supply chain departments often operate with their own planning tools, timelines, and assumptions. Due to the lack of integration across functions, the resulting plans conflict with financial goals — undermining alignment, agility, and overall performance.

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Let’s take a more in-depth look at each challenge.

ONESTREAM’S AI-POWERED PLATFORM FOR ENTERPRISE PLANNING

OneStream delivers a unified, AI-powered, and extensible platform that transforms enterprise planning into a strategic advantage. Built for the Office of the CFO, OneStream unifies financial and operational planning across the organization. Unified planning eliminates disconnected tools and enables cross-functional alignment through a single, intelligent platform.

The platform features embedded AI and machine learning built specifically for finance teams. All within the core platform, these capabilities automate workflows, detect anomalies, analyze variances, and generate predictive insights, without requiring external data science tools. This technology helps teams reduce manual effort, improve forecast accuracy, and accelerate decision cycles. OneStream integrates data from enterprise resource planning (ERP), customer relationship management (CRM), human capital management (HCM), and other systems. Through integration, OneStream ensures a single source of truth — supporting accurate forecasting, agile scenario modeling, and confident decision-making across finance, sales, HR, operations, and more. Planning thus becomes a dynamic, enterprise-wide capability.

The platform features embedded AI and machine learning built specifically for finance teams. All within the core platform, these capabilities automate workflows, detect anomalies, analyze variances, and generate predictive insights, without requiring external data science tools. This technology helps teams reduce manual effort, improve forecast accuracy, and accelerate decision cycles. OneStream’s extensible architecture also allows organizations to scale planning capabilities as their business evolves. As a key enabler of this extensibility, the OneStream Solution Exchange provides access to over 75 downloadable solutions developed by OneStream, partners, and the user community. These solutions can be quickly configured and deployed to address evolving planning needs — without introducing technical complexity.

For example, organizations can do the following:

Use Thing Planning for free-form modeling of products, SKUs, or project plans.

Manage long-term investments with Capital Planning

Improve go-to-market alignment with Sales Performance Management from InfinitySPM

Expand planning into HR with Workforce/People Planning

Solutions Exchange

Partner Solutions

OneStream Solutions

Community Solutions

OneStream Solutions

Financial Close & Consolidation

Account Reconciliations Transaction Matching Tax

Financial Planning & Analysis

Strategic Planning Rolling Forecasting Scenario Modeling

Operational Planning & Analysis

Demand Forecasting by SML Workforce Planning ESG Planning & Reporting

OneStream Platform

Core Services

Data Integration & Quality, Security, Developer Tools

AI Services

ML, Predictive Analytics, Generative AI

Analytic Services

Financial, Operational, Transactional

Platform Graphic

These purpose-built solutions help unify planning across the enterprise while maintaining governance, security, and performance. With OneStream, organizations gain a comprehensive, agile, and scalable planning platform. Those gains ultimately empower leaders to anticipate change, align strategy and execution, and drive performance across every corner of the business.

Customer Benefits

OneStream equips chief financial officers (CFOs) and financial planning and analysis (FP&A) leaders with a unified, intelligent platform that transforms enterprise planning into a strategic driver of performance. By aligning financial and operational plans, streamlining forecasting processes, and embedding AI across the platform, OneStream helps finance teams lead with confidence.

Support business growth and transformation by extending planning into new areas with downloadable solutions from the OneStream Solution Exchange, without adding IT burden or siloed tools.

Scalable and Future-Ready Finance Platform

React faster to changing business conditions by quickly adjusting plans and modeling scenarios without compromising governance or data integrity.

Increased Agility in Planning and Forecasting

Move beyond lagging reports with real-time data, predictive analytics, and AI-powered forecasting, giving finance leaders the foresight needed to guide the business proactively.

Accelerated, Insight-Driven Decision-Making

Unify planning across finance, sales, HR, and operations to ensure alignment with corporate goals, driving more consistent execution and better visibility into performance drivers.

Enterprise-Wide Alignment and Visibility

CONCLUSION

Schedule your demonstration now to learn how OneStream can help you unleash the value of finance, empower the enterprise with insights and prepare your organization for the future.

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Organizations that have adopted OneStream to unify planning, forecasting, and analysis across finance and operations have achieved greater alignment, visibility, and control over performance.

By eliminating planning silos and replacing disconnected tools with a single, intelligent platform, these organizations are making faster, more informed decisions. Those decisions are, thanks to OneStream, grounded in trusted data and strategic insight. Most importantly, the organizations gained the agility and resilience needed to adapt to evolving business conditions, empower cross-functional collaboration, and drive enterprise-wide value.

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