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Case Study: Unified & Efficient Platform to Better Manage Consolidation & Financial Planning
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Client: Large Private Home Builder
Shea Homes selected CompIntelligence as their OneStream implementation partner after recognizing the need for a more unified and efficient platform to better manage consolidation and financial planning. Since implementation of both features, Shea Homes experienced many improvements including elimination of multiple platforms, automation of manual workarounds and reconciliations, and increased transparency of data and financial reporting.
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Case Study: Improved Processes for Consolidations, Budgeting, Planning & More
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Client: Financial Solutions
Antares selected CompIntelligence as their OneStream implementation partner after recognizing their need for a tool that could calculate loan-specific properties and balances of the financial statements, and the need for improved executive reporting. Additionally, they were looking to improve their processes when it came to consolidations, budgeting, planning, and more. Antares has experienced many improvements including the ability to quickly and accurately calculate and report on items that previously took days or hours to complete. 
- CompIntelligence has been providing us with outstanding client services for many years in supporting our Hyperion systems. They are all wonderful people with exceptional skills who really care about their clients and do whatever it takes to keep them happy. Any company would be lucky to have them on their team!
- Lauren Winston, CPA
Assistant Controller
Brookfield Office Properties
- CompIntelligence’s approach is not a “cookie cutter approach”; they sit with you and formulate a strategy that is specific to your requirements. Their careful attention to detail, and guided approach, is something that I cannot put a price on
- Tammy Lassiter CPA | Controller
Axel Johnson Inc.
- Chris did an amazing job on this custom training class. We found it far more useful running a training class custom to our app vs. the group training session some of us have taken in the past. We are already looking forward to with Chris on a level 2 class in the future.
- Custom OneStream Cube Views & Books Class Attendee
- Loved how as we went through the exercises, we went through a preview and did the exercises on our own. I really liked the reinforcement. I look forward to more customized training options once we get up and running.
- OneStream Project Team Training Class Attendee
- Best training of this type I've had. Certainly didn't feel like a full day. Super trainer, perhaps the best I've come across!
- Custom OneStream Actuals Workflow Class Attendee
- Mike was a fantastic trainer. Spent just enough time on each subject. Classed moved along each day without feeling like we were there for 8 hours. PDF with exercises was amazing. Whomever put that together should be recognized. Never hit a step that wasn't laid out perfectly.
- Public OneStream Application Build for Administrators Class Attendee
- Excellent instructor, explained concepts in context of use cases. Pacing was great and easy to understand.
- Public OneStream Application Build for Administrators Class Attendee
- Thanks Wayne! We learned a lot and enjoyed your class. You strike a good balance of going through the materials at a good pace (giving us time to digest and addressing our answers the best way you can) and making it lively as well considering it's fully virtual (including all the dad jokes!). I also appreciated you walking us through before each exercise - we needed to ask that same format on day 2 in our previous ABA training so glad your format is already our preferred (it's effective).
- Public OneStream Level 2 Reporting Class Attendee
- Transform your Financial Reporting with OneStream
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We will share how Antares was able to replace their manual Excel-based processes with automated, efficient solutions. This resulted in significant time savings and improved visibility and accuracy of their data. With help from implementation partner CompIntelligence, Antares was ultimately able to develop a true single-source platform built to brow with the needs of the organization.
- Home Builders Webinar
- CompIntelligence shares the story of the Shea Homes OneStream implementation, which has:
- ■ Improved their consolidation and forecast processes
- ■ Streamlined their workflow and data collection
- ■ Provided enhanced reporting
- Cash Flow Made Easy in HFM
- The best HFM applications have the least amount of rules. Learn how to create virtually maintenance free cash flow within HFM while providing complete audit and visibility into every number and allow for ease of adjustments and topsides. This design simplifies the most complex cash flow reporting with a minimal rule set that does not need to be touched again. Join one of our premier rules experts and design leads in he world to learn how to implement this approach and satisfy the most ardent demands for flexibility and transparency in your cash flow reporting at all levels of your organization.
