Best practices for OneStream implementations.
Finext performed the first OneStream implementations in the Netherlands (and Europe) and we are a OneStream Platinum partner. Since the start we have performed many implementations at many different clients. Some of our lessons learned are based on our experience with OneStream implementation projects and can be found below.
Think about the future, don't live in the moment or think only about elevator and shift projects
While in some cases elevator and shift is a good option, it should not be the default approach when implementing a new EPM tool. OneStream is much more sophisticated than your current (read: old) EPM solution, the full capabilities of the OneStream platform must be utilized, and this requires a different approach than just copy/paste.
Together, we assess your current processes and challenges and discuss your current and future requirements in workshop sessions. Based on these workshops, we create an integrated design tailored to your organization, using all the capabilities of the OneStream platform.
Thinking about the future also means not limiting yourself to the processes your current EPM solution supports. Think big and create a roadmap (you don't have to implement everything at once). At the beginning of the design phase, we will discuss and challenge your roadmap to ensure that the integrated design will also support future needs without a redesign.
Performance, performance, performance.
Performance is a mix of many factors, but ultimately it comes down to what the end user experiences and/or expects when using the system. During design and implementation, we will make technical and functional choices that affect performance. OneStream is a cloud solution and is easily scalable, but.... smart decisions about how to set up the OneStream solution are an important factor in how the system will perform. Together we will discuss and decide what elements in your process are critical, what information is critical and design a system that performs according to your expectations.
Don't just think about the end user, involve him!
User acceptance of the new platform is what ultimately makes the project successful. This means engaging users from start to finish and always considering usability throughout the project. We believe it is crucial to involve end users in show & tell sessions during implementation. This is the best way to involve the end-user community while gathering valuable feedback from end users on all parts of the application before testing or go-live begins.
Another great way to involve your support organization (administrators) is our co-build approach. Together we build the entire application, you learn on-the-job and are directly involved in setting it up. This also makes the handover at the end of the project much smoother.
Of course, the above points are just a sampling of our experiences and best practices. We would be happy to discuss your specific situation and requirements.
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