Our On-Demand OneStream Support service is designed for organizations that need expert, reliable assistance for their day-to-day platform operations. We provide a flexible and cost-effective solution for managing the essential tasks that keep your OneStream application running smoothly, allowing your internal teams to focus on higher-value strategic initiatives.

Whether you need to address a user request, troubleshoot a minor issue, or implement a simple enhancement, our certified consultants are ready to help. We specialize in providing rapid, targeted support to ensure your application remains a powerful and trusted resource for your finance team.

Key Service Capabilities Include:

• Reporting & Analysis: Development and modification of essential reports and cube views to provide clear, actionable insights for your stakeholders.

• Business Rule Management: Writing, debugging, and optimizing simple business rules to automate calculations, validate data, and streamline your financial processes.

• Data Integration Support: Managing and troubleshooting straightforward data integrations from source systems to ensure timely and reliable data flow within the platform.

• Metadata & Hierarchy Management: Efficiently handling requests for metadata updates, dimension hierarchy changes, and other application structure modifications as your business evolves.

• Dashboard & Visualization: Designing and building clear, intuitive dashboards and data visualizations to enhance user experience and provide at-a-glance analytics for key decision-makers given already created datasets.

Our Advanced Development & Optimization service is for organizations looking to extend their current application with new features and capabilities. We go beyond standard functionality to solve your most complex challenges, ensuring you maximize the return on your investment and empower your team.

Our expert-led services focus on four key areas:

• Advanced Dashboard Development: We specialize in crafting bespoke dashboards, architected from the ground up for long-term maintainability, scalability, and practical business use. Our expertise also extends to diagnosing and resolving issues within existing complex dashboards, restoring functionality and enhancing performance. All of our solutions leverage the latest OneStream technologies—including Workspaces, Assemblies, and Genesis—to ensure your dashboards are both powerful and future-proof.

• Complex Business Rule & Automation: Tackle your most sophisticated calculation and automation challenges. We write and refine complex business rules to handle advanced logic in all contexts of OneStream (complex dashboard rules, finance rules, etc.)

• Performance Analysis & Optimization: Ensure your application runs at peak efficiency. We diagnose and resolve performance bottlenecks to fine-tune your application's architecture delivering a faster, more reliable experience for users where possible.

• Robust System Integrations: We architect and build seamless integrations between OneStream and your other critical enterprise systems.

Go beyond basic functionality and transform your internal staff into a world-class, self-sufficient OneStream team. Our Team Enablement & Mentorship Program is a strategic partnership designed to elevate your team's skills, align your organizational structure with your goals, and create a sustainable internal practice for long-term success and innovation. This is an investment in your people and the future of your platform.

Our Program Focuses on Three Core Pillars:

1. Targeted Skill Development for Individuals & Teams
   We accelerate the learning curve by providing hands-on coaching and mentorship tailored to your team's specific needs. Through one-on-one sessions, group workshops, and guidance with your real-world projects, we elevate both functional and technical expertise in areas such as advanced business rule logic, insightful dashboard design, performance tuning, and data integration best practices.

2. Strategic Team Gap Analysis & Roadmap
   Where are you now, and where do you need to be? We partner with your leadership to define your ideal future state for an internal OneStream team. We then conduct a comprehensive assessment of your current structure, roles, and skill sets. The result is a clear, actionable roadmap outlining the steps required to bridge the gap through targeted training, hiring, or role realignment.

3. Establishing Your Internal Center of Excellence (CoE)
   Turn scattered knowledge into a durable, strategic asset. We guide you in establishing a centralized knowledge base and the foundations of an internal Center of Excellence. This includes creating development standards, documenting best practices, building a repository of reusable code snippets, and establishing governance frameworks to ensure quality, consistency, and efficiency for years to come.

Key Outcomes:

• Increased Self-Sufficiency: Reduce reliance on external consultants for daily operations and future development.

• Higher Quality & Consistency: Ensure all development adheres to proven standards and best practices.

• A Clear Path Forward: Gain an organizational blueprint for hiring, training, and growing your internal talent.

• Enhanced ROI: Maximize the long-term value of your OneStream investment by empowering your own team to innovate and optimize.

Accelerate Your OneStream Practice with AI-Powered Partner Enablement

In today's fast-paced ecosystem, OneStream Partners need to onboard developers and start delivering value faster than ever. Our new AI-Powered Partner Enablement service is designed to revolutionize your development lifecycle, transforming your team into a high-efficiency powerhouse from day one.

We provide a comprehensive, turn-key solution that equips your team with a cutting-edge development framework, seamlessly integrating Artificial Intelligence to optimize and accelerate every phase of your OneStream projects.

Our unique offering includes:

• Targeted Internal Documentation: We don't just provide generic guides. We work with you to adapt and target your own internal standard documentation for OneStream development, ensuring consistency and adherence to your best practices right from the AI-assisted setup.

• AI-Agent Development Techniques: Move beyond traditional development. We introduce your team to powerful development techniques using custom-trained AI Agents. These agents assist with code generation, metadata management, and quality assurance, drastically reducing development time and potential for error.

• Environment Setup: Our service includes the complete, automated setup of a standardized development environment, pre-configured with the necessary tools and AI integrations, allowing your team to bypass setup hurdles and focus immediately on development.

• Specialized AI-Augmented Training: We empower your developers with hands-on training focused specifically on leveraging this new AI-driven workflow. This isn't just OneStream training; it's training on how to develop for OneStream with AI. A core component of this training is instilling best practices for code management, rigorous testing, and safe deployment protocols. We ensure your team understands how to utilize AI tools responsibly, minimizing risk and preventing unintended consequences in live client environments, ensuring your team is confident, competent, and safe.