OneStream Software Solution Brief: Task Manager

Visual Process Charts

Finance leaders are under pressure to continuously streamline and drive efficiencies within corporate performance management (CPM) processes such as the financial close and budgeting, planning & forecasting. Why? Because at sophisticated organizations, Finance teams now play a critical support role in helping drive operational and financial performance by sharing reports, creating insights and collaborating with business partners on key decisions. And now, as the global workforce shifts toward working remotely, Finance must take steps to fully virtualize key processes to ensure consistency while empowering operational leaders to navigate through unprecedented levels of uncertainty. Unfortunately, many Finance leaders still rely on spreadsheets and/or fragmented CPM tools to manage their financial close and planning processes, making it difficult and increasingly challenging to track the status of key tasks and due dates of a remote, global team.

Integrated Messaging Notifies Teams

Role and Task Security

Data Entry & Other Forms

Integration with Other Solutions

Visual Process Charts provide managers with real-time visibility into the status of key processes, tasks, due dates and dependencies.

How Do You Manage the Financial Close and Planning Processes?

Do you have real-time, visualization capabilities for tracking close and/or planning deliverables, task owners and project plans across global stakeholder groups? Can you align and unify role-based tasks directly into key financial close or planning processes? Are you able to proactively communicate and collaborate with task owners on upcoming deadlines and alert managers to overdue tasks?

Purpose-Built Business & Productivity Solutions

Reduce TCO By Eliminating Multiple, Connected Finance Applications

Increase ROI As Business Needs Evolve

OneStream’s™ Task Manager from the OneStream MarketPlace™ helps Finance leaders organize and manage processes across functions and streamline critical financial close and planning processes.

Other Key Features Include the Following:

—Victor Ordaz | Corporate Controller Director GRUPO TRAXIÓN

Task Manager is a critical factor in organizing and streamlining our monthly close by providing a standardized, repeatable and actionable process plan within OneStream’s unified platform. We see significant time-savings with our OneStream users being able to quickly see and act upon their tasks while our managers have constant visibility into key milestones and tasks.”

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Integrated messaging notifies team members to upcoming deadlines and alerts managers to overdue tasks. It also ties messages and email notifications to specific tasks with date and time stamps.

Role and task security drives accountability with strict segregation of duties and aligns tasks and task groups with workflows in OneStream.

Flexibility & Control – Develop and plan task workflows rapidly with the OneStream user interface your teams already know. OneStream’s Task Manager solution can be applied to any workflow – financial close, budgeting, planning, forecasting and others. Enhanced Collaboration – Message and notify team members about upcoming deadlines and enable users to provide commentary on task status. Provide post task-based messages to users and tie messages to specific tasks with date and time stamps. Align email notifications and user comments to task status. Improve Accountability – Maintain role and task security with assigned ownership of tasks and segregation of duties. Tasks and task groups are linked to workflows in OneStream XF to drive accountability and alignment of key tasks directly into financial close and planning processes.

Lead at Speed with OneStream Task Manager

The OneStream Intelligent Finance platform unifies financial consolidation, planning, reporting, analytics and data quality for sophisticated organizations. The OneStream MarketPlace™ provides 50+ downloadable business and productivity solutions that allow customers to easily extend the value of their intelligent platform to quickly meet the changing needs of finance and operations.

OneStream's Intelligent Finance Platform and MarketPlace

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Addressing the Challenges

OneStream works with hundreds of organizations around the globe to unleash finance teams by streamlining and unifying all aspects of the financial close, planning and other processes. Here are a few examples of these customer successes stories:

West Bend saved two days per month by replacing spreadsheets with OneStream for the financial close, including the use of Task Manager to revitalize a labor-intensive and error-prone month-end close process including complex allocations and cash-flow reporting.

West Bend

Key Benefits Include:

Analyze capacity utilization by location based on required hours vs. available production hours

Allocate detailed labor plans by location to financial plans in 5/4/4 calendar format

Create employee-level plans by department using global drivers for position type, benefits, travel and taxes

Eliminated spreadsheets for headcount planning; reduced process from one week to 20 minutes

Leverage 30+ employee-level drivers based on department, job level, geography for compensation and benefit calculations

Source employee-level details from Workday to plan for over 1600 employees centrally within Human Resources

Key Benefits Include:

Traxion replaced spreadsheets with OneStream to reduce the financial close to two days by leveraging Task Manager to provide visibly into financial close processes and tasks across 32 entities.

Traxion

Deliver additional CPM solutions, templates, tools and content with a simple download, similar to downloading an app to an iPhone®.

Eliminate the noise of technical complexity and allow you to start solving your business problem on Day 1.

50+ solutions available, including advanced analytics, planning, productivity and financial close and reporting solutions.

Visit OneStreamSoftware.com or call us at +1.248.650.1490

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Lead at Speed with OneStream's Intelligent Finance Platform

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OneStream's Intelligent Finance Platform

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OneStream Task Manager

DOWNLOAD THE SOLUTION BRIEF

OneStream Task Manager

TEMPLATE ONLY

Assist with the target setting process to support Strategic Planning and/or Annual Operating Plans (AOP) Create baseline predictive forecast scenarios for comparison against bottom up, internal forecasting from divisional finance or operational business partners Automatically seed new forecasts with predictive models for AOP and rolling forecasts Easily adjust baseline predictive forecasts with known changes in the business, such as adding or removing customers, plant shutdowns, new acquisitions, etc.

Key Use Cases for Predictive Analytics 123 Include:

Addressing the Challenges

Analyze capacity utilization by location based on required hours vs. available production hours

Create employee-level plans by department using global drivers for position type, benefits, travel and taxes

Allocate detailed labor plans by location to financial plans in 5/4/4 calendar format

Key Benefits Include:

Solenis achieved more timely and accurate financial reporting by deploying OneStream, including Task Manager, to more than 140 users to replace SAP GL and Excel® spreadsheets for financial consolidation and reporting.

Solenis

Organize and Manage Workflow Processes Across Functions and Streamline Critical Processes

Task Manager

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OneStream XF’s Capital Planning Solution Streamlines the Planning of Capital Assets and Their Related Expenses Including Depreciation, Maintenance and Insurance

Capital Planning

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XF MARKETPLACE SOLUTION BRIEF

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OneStream.com Sales@OneStreamSoftware.com

362 South Street Rochester, MI 48307-2240 Phone: +1.248.650.1490