Switching to OneStream’s finance platform opens up several advantages for your business — from better forecasting to more unified reporting. But, of course, you want the transition to be a smooth one, free of hiccups. In this article, we’ll walk you through the process of implementing OneStream so you know exactly what to expect.
Kick-Off
This is where you learn what to expect during the implementation process. You’ll learn about the OneStream process, from top to bottom. Together, we will help you identify and discuss key project factors, explore timelines, and set goals.
Strategy
We collaborate with your company’s finance and account teams to take a deep dive into your organization. We take a look at your current processes, resources, constraints, and success metrics to help ensure that you get the most out of your investment.
Design
After carefully considering your needs, HollandParker’s implementation team will walk you through what their approach will be and how they will meet your organization’s specific needs. Meanwhile, we’ll develop and define a training plan for you and your team to be properly equipped to use the software.
Build
HollandParker will establish your data and start building out your agreed user interface, sharing demos, and refining your platform. During this process, we will provide regular updates to ensure the build stays on schedule and lives up to your expectations.
Testing & Training
When both the data loading and UI build are completed, our team will conduct User Acceptance Testing (UAT) to ensure it meets all the necessary requirements before going live. We will also provide you with the proper tools to support your team with implementation:
- UAT scripts
- Training documentation
- Training application
- User and admin guides
- End user training
Going Live
Once everything has been thoroughly checked, verified, and tested, it’s time to make the switch and go live. Our experts will be by your side with support and technical expertise required to make sure it goes off without a hitch. We also offer ongoing training, as needed.
Your Implementation Checklist
Here are a few things you and your team can do to help ensure a smooth implementation process.
- Resource – A transition like this takes up a lot of time and resources. Make sure you have enough team members focused on the switch.
- Training – Processes and terminology can vary across the industry. It’s important to ensure your staff is aligned and on the same page.
- Data Quality – Don’t underestimate the time it takes to reconcile your data.
- Transparency – Communicate thoroughly with our team to ensure everything remains aligned and goals are met.
Closing
The whole implementation process could take anywhere from 6 to 18 months to complete, but that depends on project scope and system complexity. However, knowing what to expect already puts you further ahead on the journey to a stronger, more efficient financial system. If you’re ready to take the next step, schedule a call with our team.
