Case Studies

Case Study: Unified & Efficient Platform to Better Manage Consolidation & Financial Planning

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

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.

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