OneStream APAC: Accordion Rolling Forecast Complete Demo and Implementation

Описание: BDA Accordion Rolling Forecast: OneStream APAC Demo and Overview
Join Jason Karber (Managing Director APAC, Black Diamond Advisory), Kim Andrews (Senior Account Manager, OneStream Software), and Dinesh Krishna (Architect, BDA Melbourne) for a comprehensive demonstration of Black Diamond's innovative Accordion Rolling Forecast solution built on the OneStream platform.

What is Accordion Rolling Forecast?
The Accordion Rolling Forecast is Black Diamond's unique approach to modernizing planning and forecasting that "builds in and out, expands and contracts" like an accordion. This solution combines budget, forecast, and long-range planning processes into one unified view, providing complete visibility across current and future fiscal years.
Black Diamond Advisory Global Leadership:

World's largest OneStream consulting firm with 120+ experts globally
5x Diamond Partner status (highest OneStream accreditation level)
100+ implementations across automotive, energy, financial services, healthcare, manufacturing
Founded 2019 with operations in US, Canada, UK, Australia
True OneStream specialists focused 100% on platform implementations

OneStream Platform Excellence:
100% Customer Success Commitment:

1,100+ customers globally with 100% referenceable under NDA
Built on 100% Microsoft technology with Azure hosting
90% of support tickets resolved within 40 minutes
Visionary leadership from Hyperion financial management inventors

Unified Platform Advantages:

Single application replacing multiple point solutions
One database, metadata, security, and user interface
Integrated workflow across all financial processes
Marketplace solutions for rapid deployment

Traditional vs Accordion Forecasting Evolution:
Traditional Forecasting Limitations:

"Paper map" approach with static annual operating plans
Heavily manual processes prone to errors
Excel dependency with linking and version control issues
Limited visibility beyond current year remainder

Rolling Forecast Improvements:

Real-time updates like GPS navigation
Eliminates white space with complete next-year visibility
Year-over-year and quarter-to-quarter analysis capabilities
Integrated budget and forecast linkages

Accordion Methodology Benefits:

Complete two-year visibility at all times
Driver-based planning with exception management
Linked forecast, budget, and LRP processes
90% automation with 10% manual adjustments

Live Demo Highlights:
Stream Map Navigation:

User-friendly fishbone diagram for process guidance
Connected planning across all OneStream modules
Revenue, cost of sales, compensation, capital asset planning integration
Flexible screen sizing and accessibility options

Scenario Management Automation:

One-click roll forward functionality
Automated actual data population and forecast recalculation
Archive, copy, lock/unlock scenario capabilities
Eliminates IT dependency for routine tasks

Driver-Based Planning:

Separate driver sets for forecast vs budget calculations
Historical trends and seasonality integration
Override capabilities with visual indicators
Intelligent recalculation maintaining original logic

Advanced OneStream Features:
Cell-Level Intelligence:

Cell history tracking with user and timestamp details
Annotation and notes capabilities for change documentation
Calculation details showing formula behind each number
Color coding for calculated vs overridden data

Extensible Dimensionality:

Different detail levels for forecast, budget, and LRP
Top-down and bottom-up planning approaches
Department-specific allocation and push-down targets
Flexible granularity based on planning horizon

Push-Down Target Functionality:

High-level LRP calculations with growth percentages
Corporate-to-department allocation capabilities
Real-time impact visualization across organizational levels
Integrated planning across forecast, budget, and LRP

Technical Architecture:

Single OneStream cube with multiple planning scenarios
Relational integration for enhanced performance
Workflow-controlled processes across platform
Marketplace solution deployment capabilities

APAC Team Expertise:

Jason Kapoor (Managing Director) - Sydney
Christian (Sales) - Regional coverage
Dinesh Krishna (Architect) - Melbourne
Yaaku (Console/Planning) - Perth/Sydney
Ananya (FP&A specialist) - Sydney
Sonic (Console implementations) - Sydney

Perfect for:

Organizations seeking to modernize Excel-based planning
Companies requiring integrated budget and forecast processes
Teams wanting driver-based planning with flexibility
Organizations needing real-time rolling forecast capabilities
Companies seeking to eliminate manual planning inefficiencies

Transform your planning from static annual budgets to dynamic, real-time forecasting with BDA's Accordion Rolling Forecast solution.
Contact Information:
Jason Kapoor and Christian available for personalized consultations and APAC implementations.