Revolutionary OneStream Planning: Accordion Rolling Forecast Live Demonstration скачать в хорошем качестве

Revolutionary OneStream Planning: Accordion Rolling Forecast Live Demonstration

A comprehensive demonstration of our innovative Accordion Rolling Forecast solution - a modern approach that combines budget, forecast, and LRP processes into one unified OneStream planning system. What is Accordion Rolling Forecast? The Accordion Rolling Forecast revolutionizes traditional planning by combining three separate processes (current year forecast, next year budget, and long-range planning) into one integrated view. This driver-based solution provides full two-year visibility with the option to extend to five years for comprehensive strategic planning. Key Solution Advantages: Unified Planning Process: Combines budget and forecast at the same level of detail Driver-Based Forecasting: Uses historical actuals and growth drivers for trending Exception Management: Accommodates different forecasting needs by department/model Rolling Visibility: Full current and next fiscal year view at all times Integrated Architecture: Part of BDA's comprehensive utility bundle Black Diamond Advisory Credentials: World's largest OneStream-only boutique consulting firm (5x Diamond Partner) 80+ lead architects with OneStream certification 150+ successful OneStream project implementations Global presence: US, Canada, Europe, APAC, South Africa, India Specialized in complex FP&A solutions and global consolidations Core Technology Foundation: Built on BDA's utility bundle featuring: Code optimization and backend management tools Metadata management capabilities Dashboard and report creation utilities Task editing and scenario management Performance optimization features Traditional vs Accordion Forecasting: Traditional: Separate current year forecast, next year budget, and LRP processes Simple Rolling: 12-month rolling view with visibility gaps Accordion Rolling: Full two-year view combining current and next fiscal year LRP Extension: Optional five-year strategic planning capability Live Demo Highlights: Streamlined Workflow: Customizable homepage with process visibility Stream map showing all forecasting steps Preparation, income statement, capital planning, and compensation integration Task-by-task guidance for completion Push Down Targets: High-level target setting for long-range planning Departmental allocation visibility by expense category Growth percentage modeling across fiscal years Integrated target distribution methodology Operational Expense Planning: Driver-based forecasting with multiple trending methods Task, entity, and department dropdown navigation Method and rate columns for flexible planning approaches Rolling forecast view with actual and forecast periods Advanced Forecasting Methods: Zero-based budgeting capabilities Trailing average options (3, 6, 9, 12 months) Headcount-based planning methodologies Prior period and year-over-year growth analysis Percentage of revenue planning Custom driver configuration options Interactive Planning Features: Read-only actuals with forecast period flexibility Input override capabilities with calculation preservation Cell detail pane showing user change history Multiple user collaboration with audit trail Save-triggered calculation processing Scenario Management: Archive different forecast versions easily Weekly, monthly, or custom scenario creation Version control with working scenario methodology Comparison capabilities across forecast methods Rolling scenario management (0+12, 1+11, 10+2, 11+1) Integration Capabilities: Compensation planning module integration Capital planning solution connectivity Automated data feeds between modules Consolidated view with drill-down visibility Cross-functional planning coordination Flexible Planning Approaches: Bottom-up detailed forecasting Top-down strategic planning Mixed methodology support Customizable model configuration Department-specific planning rules LRP Functionality: High-level long-range planning interface Account grouping level visibility Calculated starting points with override capability Five-year strategic view option Percentage-based growth modeling Perfect for: Finance teams requiring integrated planning processes Organizations seeking to modernize forecasting approaches Companies needing detailed and strategic planning capabilities OneStream customers wanting enhanced planning functionality Teams requiring collaborative forecasting with audit trails Transform your OneStream planning from traditional separated processes to modern integrated forecasting with the Accordion Rolling Forecast solution. Contact Information: Jason Kapoor (Managing Director APAC) and Christian Anders (Sales Representative) available for consultation and implementation discussions.