OneStream’s annual User Conference and Partner Summit known as Splash, is just around the corner – May 23-26 in San Antonio, Texas! Attendees can expect four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. If you are unable to attend Splash in person, OneStream has a virtual experience just for you. Perficient is proud to be a Splash sponsor and we’re counting down the days until we see you in-person at Henry B. Gonzalez Convention Center, or virtually online.

We are excited to be one of the Hands-On-Workshops sponsors at this year’s show. These workshops will take place on Monday, May 23rd and are designed to give valuable insight into OneStream through hands-on learning by OneStream experts. There are workshops for attendees unfamiliar with OneStream as well as experienced professionals looking to increase their skill set – literally something for everyone. Workshops fill up quickly, so secure your seat today.

Make sure to stop by Perficient’s booth to meet with subject matter experts and thought leaders and learn how we’ve leveraged our extensive expertise in Corporate Performance Management to drive digital transformation for our customers. Our CPM practice is part of the broader Perficient, a leading digital consultancy serving customers throughout North America with domain expertise in a wide array of technology platforms. If you have needs beyond CPM, we can help.

Perficient has achieved Diamond level partner status within the OneStream partner network, the highest level in the partner ecosystem. This represents the exceptional work of Perficient’s OneStream specialists and commitment to 100% customer success. In addition to having attained Diamond status, Perficient is one of only three OneStream Authorized Training partners in the United States. We deliver instructor-led training from our state-of-the-art training facilities in Houston, TX and are expanding to other locations.

We are excited to announce three great sessions at this year’s conference, two selected for the in-person presentation line-up and one virtual session. The official schedule is now available! Learn more about Perficient sessions including:

Rule Writing: When to Use a For Each Loop? Not as often as you think. (in-person)
Wednesday, May 25, 10:15 AM – 11:15 AM  |  Room 221 (A-B)Aside from limiting calculations to Base Entity and Local Currency (appropriate in most cases), using For Each loops is the second most common mistake rule writers make.  The functions may execute successfully but may come with a performance hit.  In this presentation, we will review the performance of functions using For Each Loops for Data Unit Variables and for Account Type Variables.  We will present alternate approaches and demonstrate the performance improvement by reducing the number of For Each Loops.

Right-Time Finance: Design Strategies for Weekly Planning Cycles (in-person)
May 25, 11:30 AM – 12:00 PM  |  Room 303Increasingly we see disruptions to the ordinary business cycle (Covid-19, Log4j, shipping delays).  Finance leaders need to collect data more frequently.  Traditional planning cycles do not adequately address these needs.  Informal Flash reporting and weekly planning cycles are frequently employed by customers outside of their CPM solution.  Increasing the cadence of the planning cycles requires careful consideration and intentional design.  Join us to review and discuss some road-tested approaches to Right-Time Finance.

Zero-Based Budgeting Leveraging Thing Planning and Relational Blending (virtual)Join BMC Software and Perficient as members of the project team present the path from Excel-based data collection to OneStream. A discussion will occur of how MarketPlace solution, Thing Planning, was implemented to accumulate Zero Based Budgeting data as well as the utilization of relational blending and cube data to enable reporting. The team will review how the solution was integrated into the existing application leveraging prior development of Expense and Workforce as well as customizations to Thing Planning to enhance the end-user experience.

If you’re not able to attend the event, but would like to learn more about any of the topics listed above or more about our OneStream practice, please reach out to us.