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OneStream CPM Express puts a mid-market close on a pre-built model.

OneStream (EPM software) sells CPM Express with the model, the report pack and the workflow already built to a standard pattern. Constancia, an EPM consultancy, checks whether your group fits the pattern first.

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OneStream at a glance

Covers
Planning, financial close and consolidation, reporting and analytics.
Data in
Direct integration to Oracle, SAP, Microsoft, IBM, Infor, Workday, Databricks and Snowflake.
Our record
58 implementations over 35 years.
  • FedRAMP Rev. 5
  • ISO 27001:2022
  • SOC 1
  • SOC 2
  • GDPR

OneStream CPM Express is a pre-configured edition of the OneStream platform for the financial close and consolidation of a mid-market group. The model arrives already designed, and the project fits the group's entities and accounts into it.

Arrives with
A consolidation model, a standard report pack and a close workflow built to 1 pattern.
Suits
A group whose entities, ownership and chart of accounts sit close to that pattern.
Outgrown when
The third request in a quarter needs a workaround the standard model was never built to take.

CPM Express saves the design phase, and the saving depends on how standard your group is.

CPM Express takes the design step out of a OneStream implementation, for a mid-market group that needs a working close by a fixed date. On a full build the design of the data model takes the largest share of the calendar, and here somebody has done it already.

Constancia has done 58 OneStream implementations over 35 years, and in the survey we tell a group whether the standard model will take its structure. The answer is written down before the group buys the edition.

Where 2 entities carry a minority interest and 1 reports in a second currency, the standard pattern bends. Each bend is a change the shipped documentation no longer describes, and the third bend usually costs more than a design would have.

CPM Express arrives with 5 things already built to 1 pattern.

The 5 are what a group is buying instead of a design phase. OneStream's own documentation holds the current contents of the edition, and the survey checks every row here against it.

  1. 01

    The data model

    The entities, accounts, periods and ownership arrive on a standard structure that takes your names and codes.

  2. 02

    The consolidation

    Currency translation, intercompany eliminations and ownership adjustments run on the standard rules from the first close.

  3. 03

    The report pack

    A set of standard statements and schedules comes with the edition, and the group adds its own reports on top.

  4. 04

    The close workflow

    Task lists, approvals and sign-offs arrive as a standard calendar that the group renames to match its own.

  5. 05

    The upgrade path

    The full OneStream platform sits underneath, so a group that outgrows the edition extends the model it already has.

A group that fits the pattern goes live without a design phase, and 1 that bends it in 3 places pays for the bends later.

A group suits CPM Express when its structure has 4 features.

  1. 01

    1 chart of accounts, or close to it

    The entities book to the same accounts, or a mapping to the group chart already exists and has an owner.

  2. 02

    Ownership with few exceptions

    The subsidiaries are wholly owned or nearly so, and the minority interests and joint ventures fit on 1 page.

  3. 03

    A date a standard model can meet

    A first audit, a funding round or a new CFO's first year-end sets a date that a design phase would put at risk.

  4. 04

    A finance team that will run it

    1 named person in finance takes the administration from go-live, because the edition is built to be run by the group.

A group whose structure bends the pattern in 3 places is served better by a full build, and the survey says so in writing.

4 signs show a group has outgrown CPM Express, and any 1 of them is worth a conversation.

The move to the full platform keeps the model the group already runs. The cost of moving late is the rework on the bends, which is why noticing the first sign early pays.

  1. 01

    Requests that need a workaround

    The third change in a quarter that the standard model resists is the clearest sign the pattern no longer fits the group.

  2. 02

    An acquisition of a different shape

    A standard pattern absorbs a similar entity in a month and an unusual one in a design phase.

  3. 03

    A plan that moved back to spreadsheets

    Where the forecast has left the platform because it would not fit, the group runs 2 systems and pays for 1.

  4. 04

    A number nobody explains without opening the model

    A standard pattern bent far enough stops being standard, and the shipped documentation stops being true.

2 questions people type alongside CPM Express, answered by a firm that implements it.

Is OneStream an EPM or CPM?

OneStream is both, because EPM (enterprise performance management) and CPM (corporate performance management) name the same category of software. OneStream uses CPM in the name of this edition and EPM elsewhere, and the platform underneath is the same.

Which companies use OneStream?

Constancia describes the groups we have built for by their structure, and names a client where we hold its permission.

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