Revolutionary OneStream Planning: Accordion Rolling Forecast Live Demonstration

Описание: A comprehensive demonstration of our innovative Accordion Rolling Forecast solution - a modern approach that combines budget, forecast, and LRP processes into one unified OneStream planning system.

What is Accordion Rolling Forecast?
The Accordion Rolling Forecast revolutionizes traditional planning by combining three separate processes (current year forecast, next year budget, and long-range planning) into one integrated view. This driver-based solution provides full two-year visibility with the option to extend to five years for comprehensive strategic planning.
Key Solution Advantages:

Unified Planning Process: Combines budget and forecast at the same level of detail
Driver-Based Forecasting: Uses historical actuals and growth drivers for trending
Exception Management: Accommodates different forecasting needs by department/model
Rolling Visibility: Full current and next fiscal year view at all times
Integrated Architecture: Part of BDA's comprehensive utility bundle

Black Diamond Advisory Credentials:

World's largest OneStream-only boutique consulting firm (5x Diamond Partner)
80+ lead architects with OneStream certification
150+ successful OneStream project implementations
Global presence: US, Canada, Europe, APAC, South Africa, India
Specialized in complex FP&A solutions and global consolidations

Core Technology Foundation:
Built on BDA's utility bundle featuring:

Code optimization and backend management tools
Metadata management capabilities
Dashboard and report creation utilities
Task editing and scenario management
Performance optimization features

Traditional vs Accordion Forecasting:

Traditional: Separate current year forecast, next year budget, and LRP processes
Simple Rolling: 12-month rolling view with visibility gaps
Accordion Rolling: Full two-year view combining current and next fiscal year
LRP Extension: Optional five-year strategic planning capability

Live Demo Highlights:
Streamlined Workflow:

Customizable homepage with process visibility
Stream map showing all forecasting steps
Preparation, income statement, capital planning, and compensation integration
Task-by-task guidance for completion

Push Down Targets:

High-level target setting for long-range planning
Departmental allocation visibility by expense category
Growth percentage modeling across fiscal years
Integrated target distribution methodology

Operational Expense Planning:

Driver-based forecasting with multiple trending methods
Task, entity, and department dropdown navigation
Method and rate columns for flexible planning approaches
Rolling forecast view with actual and forecast periods

Advanced Forecasting Methods:

Zero-based budgeting capabilities
Trailing average options (3, 6, 9, 12 months)
Headcount-based planning methodologies
Prior period and year-over-year growth analysis
Percentage of revenue planning
Custom driver configuration options

Interactive Planning Features:

Read-only actuals with forecast period flexibility
Input override capabilities with calculation preservation
Cell detail pane showing user change history
Multiple user collaboration with audit trail
Save-triggered calculation processing

Scenario Management:

Archive different forecast versions easily
Weekly, monthly, or custom scenario creation
Version control with working scenario methodology
Comparison capabilities across forecast methods
Rolling scenario management (0+12, 1+11, 10+2, 11+1)

Integration Capabilities:

Compensation planning module integration
Capital planning solution connectivity
Automated data feeds between modules
Consolidated view with drill-down visibility
Cross-functional planning coordination

Flexible Planning Approaches:

Bottom-up detailed forecasting
Top-down strategic planning
Mixed methodology support
Customizable model configuration
Department-specific planning rules

LRP Functionality:

High-level long-range planning interface
Account grouping level visibility
Calculated starting points with override capability
Five-year strategic view option
Percentage-based growth modeling

Perfect for:

Finance teams requiring integrated planning processes
Organizations seeking to modernize forecasting approaches
Companies needing detailed and strategic planning capabilities
OneStream customers wanting enhanced planning functionality
Teams requiring collaborative forecasting with audit trails

Transform your OneStream planning from traditional separated processes to modern integrated forecasting with the Accordion Rolling Forecast solution.
Contact Information:
Jason Kapoor (Managing Director APAC) and Christian Anders (Sales Representative) available for consultation and implementation discussions.