Prospect Workshops are designed for OneStream prospects.
Navigate through a simple Workflow viewing some of OneStream’s key Workflow concepts. The second part of this workshop introduces some key OneStream reporting tools so attendees can gain an appreciation for what is possible. It allows attendees to explore how reports are built, where reports are stored, and how they are used in OneStream.
Monday, April 17 | 9 AM – 4 PM
Prospect Workshop Agenda
7:30 – 8:30 AM
OneStream Basics - Navigation
9 – 9:30 AM
Data Load and Enrichment
9:30 – 10:30 AM
Consolidations in OneStream
10:30 AM - NOON
NOON – 1 PM
Planning in OneStream
1 – 2:30 PM
Reporting In OneStream
2 – 4 PM
Introductory Workshops | Getting Started with OneStream
Introductory Workshop is designed for OneStream customers looking to gain more exposure to functional concepts within OneStream.
There are no prerequisites required, however, this workshop focuses on functional administration and reporting within OneStream. The workshop introduces some key OneStream functionality so attendees can gain insight to Reporting, Dashboarding, Excel Add-in, and Metadata through guided exercises.
40 attendee limit. Offered to Existing Customers or Partners only.
Monday, April 17 | 9 AM - 4 PM
Getting Started with OneStream Workshop Agenda
Getting Started with OneStream Room: Woodrow Wilson B
Instructor: Sam Richards
Advanced Workshop is designed for seasoned OneStream users looking to gain more exposure to specific concepts and tips and tricks for any OneStream application.
The Advanced Workshops are best positioned for attendees who have had some level of training and experience with these OneStream features. New users or those without OneStream experience will benefit more from the Prospect or Getting Started with OneStream Workshops.