Strategic Finance
Do you need to improve your strategic financial planning and modeling?
- Strategic financial plans are not currently aligned with long term goals
- Lack of understanding of the path needed to achieve goals
- Limited automation results in a manual and disconnected process
- Cumbersome scenario planning and simulation process
- Lack of insights in value creation businesses
Increase Operational Insights
Gain agility in planning, budgeting and forecasting and align operational plans with financial goals and plans to accelerate insights, decision making & predict with confidence
Reduce Risk
More complete audit trails on data, metadata process and rules with Guided Workflows that protect users
What if Scenarios
Analysts can manage their own scenarios to understand the impacts of different plan versions and their underlying assumptions.
Built in Treasury Planning
Treasury planners can make better decisions regarding the capital structure. How best to plan for new debt issuances and existing debt repayments as well as dividends.
There is a Better Way Forward...
Developed in OneStream, Inplenion’s OneStream Solution for Strategic Planning uses a “cash flow” model approach which is commonly used in strategic planning and financial analysis. These models include operational value-drivers to help build the P&L and Balance Sheet. The balance sheet “balances” itself on cash or debt and a cash flow statement is created from the P&L and Balance Sheet movements.
OneStream manages time-consuming tasks often encountered in strategic financial modeling including model updates (accounts, products, time), data imports, report creation, translations, and consolidations. Combined, these features simplify the strategic modeling set-up and management, so your focus is on plan development and analysis and not systems and data management.
Strategic Finance Capabilities
OneStream as a platform, combined with Inplenion’s Solution logic, offers a robust and structured system in which to manage your company’s strategic plan with the following key capabilities:
- Data imports – OneStream’s native data integration tool manages connecting to external data sources and how the data imports
- Reporting – OneStream’s BI dashboards provide an advanced environment in which to create reports and graphs for more insightful analysis.
- Business Consolidation Tasks – Financial consolidations, currency translations, and intercompany transaction matchings are standard, robust features in OneStream
- Drill Down – Each account can be “drilled” into, showing the underlying accounts building the calculation.
- Extensible Dimensionality – Develop business-centric models around the primary group chart of accounts. This powerful feature in OneStream enables individual businesses to expand the overall group’s account structure for their business needs.
- All in a unified platform designed to continually evolve and scale with your organisation.
Increase Operational Insights
Gain agility in planning, budgeting and forecasting and align operational plans with financial goals and plans to accelerate insights, decision making & predict with confidence
Reduce Risk
More complete audit trails on data, metadata process and rules with Guided Workflows that protect users
What if Scenarios
Analysts can manage their own scenarios to understand the impacts of different plan versions and their underlying assumptions.
Built in Treasury Planning
Treasury planners can make better decisions regarding the capital structure. How best to plan for new debt issuances and existing debt repayments as well as dividends.
