OneStream Overview. A modern platform for corporate performance management

Transcription

1 OneStream Overview A modern platform for corporate performance management 1

2 We now live in a different era phone CPM system..better CRM

3 Agenda 1 OneStream Overview 4 Customer Success 2 Problems We Solve 5 Next Steps 3 Key Advantages 6 Q&A

4 100% Customer Success Domain Experts Product Services Support Partners Bob Powers - HFM Inventor Hyperion VP R&D Tom Shea - FDM Inventor Founded UpStream

5 100% Customer Success Modernize With a Unified SmartCPM TM Platform ONE Application delivering multiple solutions OneStream XF Platform Financial Consolidations Reporting Analytics Data Quality XF MarketPlace Solutions Account Reconciliations People Capex +40 additional Solutions On-Premise or Cloud Deployment 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 5

6 100% Customer Success Simplify Simplify Use Simplify Adoption Simplify Maintenance Workflow, Task Manager, Excel Familiarity One Thing to Learn, Contextual Video Training Maximum Re-use, Extensible, Single Technology Single Unified System Where All Metadata and Data Live Together 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 6

7 100% Customer Success Extend Extend Your Investment and Accelerate Insights with the XF MarketPlace Productivity Tools Specialty Close and Reporting Guided Reporting, Postal Service, Hyperion Migration People, Capex, Cash, Sales, Thing Account Recons, Close & Disclosure, Compliance 40+ Solutions Download Configure Deploy 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 7

8 100% Customer Success Leadership 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 8

9 100% Customer Success World-Class Support Fast Resolution 90% under 1 day Immediate Responsiveness 6 min avg. Embedded Diagnostics/ One Solution Direct Link to Development

10 100% Customer Success 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 10

11 Large Hyperion Replacements $4B & 5K Employees in 16 Countries $3.7B & 1.2K Employees in 23 Countries $35B & 88K Employees in 130 Countries $7.5B & 28.6K Employees in 19 countries HFM HFM & FDM HFM (11 Total Apps) HFM FDM & HSF FDM FDM Essbase Essbase FCM Essbase Essbase HSF DRM & DRG HSF Blackline DRM HPCM OBIEE DRG OBIEE Orchestra EBX5 $25.5B & 47K Employees HFM FDM Essbase Deploying to 123 Agencies, first is HUD $2.5B & 20K Employees $2.3B & 1.6K Employees $7.3B & 22K Employees $ 13B USD & 490k HFM FDM Deploying to 123 Federal Agencies HFM FDM Essbase ARM FCM HFM FDM BO ARM FCM HFM FDM Blackline HFM & FDM IBM TM1 Black Line Essbase Tableau

12 CPM 1.0 Fragmented, Hard to Manage LR Forecasting Profitability Budgeting Profitability Retail Oil & Gas Account Reconciliation Account Recs Financial Reporting Long Range Long-Range Management Reporting Workforce Operational Transportation CF Forecasting Retail Oil & Gas Transportation Management Reporting Management Consolidation Financial Reporting & & Reporting Consolidation Account Reconciliations Statutory Consolidation Tax Tax XBRL Data Quality/ Integration IFRS / Local GAAP CapEx Budgeting & Forecasting APAC EMEA Americas The Integrated SUITE

13 Modernize With Our SmartCPM TM Platform One Product One Application Multiple Solutions Maximize Reuse 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 13

14 Deploy Your Way Flexibility - move between On-Premise & Cloud Guaranteed resources and performance Upgrade on your time frame - under 2 hours 3x local redundancy 35 days to the minute 99.5% uptime guaranteed OneStream Cloud Services Increase or decrease resources on-demand Ability to own your application and data 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 14

15 Key Advantage: Extensibility Products Customers Tax People Capital Profitability Financial Corp Consolidation & Reporting Division Reporting Dept. Reporting Project EMEA UK 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 15

16 Key Advantage: Extensibility Net Sales Net Sales Net Sales Net Sales Operating Sales Operating Sales Operating Sales Operating Sales IC Sales Third Party Sales Management Rev. Management Rev. Returns & Allowance Other Outside Sales OEM Sales Subassembly Part Sales IC Sales Services Revenue Event Revenue IC Sales Returns & Allowances Services Revenue Event Revenue Corporate Events Non-Corp. Events Returns & Allowances Other Outside Sales IC Sales Other Outside Sales Returns & Allowances Other Outside Sales

17 Key Advantage: Relational Blending Because Not all Data Belongs in a Cube OneStream combines Analytic, Stage, Relational, and Source transactional data in One Model: Let the data live where it belongs Simple end user experience Full auditability with all relational data naturally connected to analytic data Drill-down and through to transaction details More efficient analytic model for better performance 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 17

18 Relational Blending: Use Case Specialty Relational solution that leverages a register to retain granular detail Static cube elements can be delivered in register Optimized for dynamic or potentially unknown data quantity Data Blending Specialty tables populate the Cube, drill-back from Cube to detail tables Cube Standard dimensionality Driver-based but consistent 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 18

19 Simplify and Align Consolidation,, Reporting and Data Quality Integrated Financial Data Quality Advanced, Global Financial Consolidation & Reporting Extensible Solution for at Corporate and BU Levels Flexible Reporting, Dashboards and MS Office Integration Drill-Through to Transaction Details 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 19

20 Extend Your Investment and Accelerate Insights with the XF MarketPlace Financial Close and Reporting Account Reconciliations 40+ Solutions Specialty People Productivity Tools Guided Reporting Close Manager Disclosure Management Compliance Solutions Capital Cash Sales Postal Service Task Manager Hyperion Conversion 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 20

21 Get Back to Business with OneStream XF Modernize Simplify Extend Reduced Costs of Ownership Eliminate Point Solutions Support Corp and BU Needs Gain Flexibility and Agility in IT Eliminate Manual Steps and Accelerate Reporting, Standardize on a Single, Global CPM System and Process Improve Confidence in Financial Results and Forecasts Deploy New Applications Rapidly, and at Low Costs Spend More Time on Analysis Accelerate Business Insights

22 Contact Us: LinkedIn: onestream-software

23 Appendix 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 23

24 Customer Success

25 Customer Success

26 Customer Success

27 Customer Success Former Oracle / Hyperion

28 Customer Success Former Oracle / Hyperion

29 Customer Success Former Oracle / Hyperion

30 North American Partners Platinum Gold Silver Alpine Consulting Partners

31 Global Partners Platinum Gold Silver

32 Large Hyperion Replacements HFM (11 Total Apps) FDM Essbase HSF OBIEE Orchestra EBX5 HFM & FDM & HSF Essbase FCM DRM & DRG HPCM OBIEE HFM FDM Essbase HSF DRM DRG HFM FDM Essbase Blackline HFM FDM Essbase CheckFree HFM FDM Deploying to 123 Federal Agencies HFM FDM Essbase ARM FCM HFM FDM BO ARM FCM HFM FDM Blackline HFM & FDM IBM TM1 Black Line Essbase Tableau 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 32

33 Key Advantage: Relational Blending 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 33

34 Relational Blending: Use Case High level data flow diagram People example Payroll Source System Excel Extract file from Source with Employee Detail People Register Financial Cube Relational Blending Stage data provides greater granularity of Plan data Relational register combines elements of tabular and cube data Aggregate Cube data blended seamlessly with relational Plan detail 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 34

35 Relational Blending: Use Cases People Capital Cash Thing Project Expense Details Travel Expense Sales Forecasting Marketing Campaign Revenue Projections SKU Level Revenue & Profitability Analysis Daily Hotel Room Rate Charge Analysis Consolidation Details and Automatic Journal Generation Intercompany Profit Elimination 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 35

36 OneStream XF Architecture OneStream XF MarketPlace Solutions Productivity Tools Metadata Builder Postal Service Actor Workspace Snippet Editor Close and Reporting Close Manager Task Manager Disclosure Management Guided Reporting Specialty CAPEX CASH PEOPLE SALES THINGs Account Reconciliations Oracle/Hyperion Migration TAX Provisioning (coming in 2018) Reporting Compliance - Lease Accounting - Revenue Recognition Reporting and Analytics Cube Views Reporting Studio Dashboards Ad-Hoc Analysis Advanced Analytics MS Office Blend OneStream XF Platform Fin. Consolidation Eliminations Allocations IC Matching Currency Journals Partial Ownership Strat. Budgeting Forecasting Data Entry Templates Excel Input Advanced Data Management Dimensional Model Extensible Dimensionality Relational Blending Drill-Down, Drill-Through Time-based Hierarchies Business Rules/Calculations Finance Objects Journals Allocations FX Rates Certification Questions Foundation Security Logging Apps Mgmt System Tools User Experience Windows App Web Browser Excel Add-In HTML5 Mobile Workflow Profiles Financial Data Quality Stage Database Guided Workflows Data Transformation/Mapping Validations Drill-Through to Source Flat files Excel Import ODBC, REST API s, Web Services Register Direct Connectors 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 36

37 Smart Cloud For CPM 2.0 Cloud Objectives Upgrades/ Support Portability Disaster Recovery Up Time/ Redundancy Security Performance Integration Comprehensive Upgrades At Your Convenience 100% Same Solution & License Simple to Move RPO: 35 Days up to the Minute RTO: SLA is 24 Hours 99.9% + 3X Local, 1X Remote FedRAMP Moderate Soc 1 &2 You Control, Pay for Consumption 100% Client References Direct Connect/ Drill Cloud to Cloud or On-Premise Competitors Comprehensive Upgrades at Vendor s Convenience Different Solutions & Licensing Not Portable Your Responsibility / Daily Best Efforts Varies No Other CPM Vendor FedRAMP Moderate No Guarantee Competing with All Others File Transfer Often w/ Technical 3 rd Party

38 OneStream Your Way Purchase Options Perpetual $9,000 per user, you own 20% Support One License all Solutions Often Capitalized Deployment Options On-Premise MSFT SQL Enterprise Single Technology Stack Could deploy w/ AWS or other 3 rd party Subscription $300 per user/ month One License all Solutions Often Operating Expense OneStream XF Cloud Consumption and Management Fee Added Microsoft SQL Azure 100% Managed by OneStream

39 Market Leadership OneStream Software has been recognized as a Visionary in the Magic Quadrant report for Cloud Financial Corporate Performance Management for its completeness of vision and ability to execute. As a leader, OneStream s breadth of functionality across strategic and financial operations competes well against top vendors in either of these camps. Cloud FCPM Magic Quadrant Report 2017 CPM Value Matrix February /23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 39

40 Market Leadership OneStream s breadth of functionality across strategic and financial operations competes well against top vendors in either of these camps. CPM Value Matrix February /23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 40

41 Extend Your Investment and Accelerate Insights with the XF MarketPlace Specialty Workforce Capex Cash Sales Close & Reporting Account Recons Close Manager Disclosure Management Compliance 40+ Solutions Productivity Tools Task Manager Postal Service Guided Reporting Hyperion Conversion 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 41

42 Extend Your Investment and Accelerate Insights with the XF MarketPlace Specialty Close & Reporting Productivity Tools Workforce Account Recons Task Manager Capex Close Manager Postal Service Cash Disclosure Management Guided Reporting 40+ Solutions Sales Compliance Hyperion Conversion 5/23/2018 Copyright 2018, OneStream Software, Inc. All rights reserved. 42