CLIENT SUCCESS
Fortune 500 Global Agribusiness and Food Company
COMPANY SNAPSHOT
For almost two centuries, this company has been a world leader insourcing, processing, and supplying oil, seed and grain products and ingredients.
REVENUE
EMPLOYEES
os USERS
ONESTREAM SUCCESS STORY
Implemented OneStream Solution to support the financial close, consolidations, & external reporting processes, plus analysis & reporting on internal management financial data, with all becoming “book of record”. Additionally implemented global driver-based workforce planning.
CHALLENGES
- Organization evolving to a completely new financial management view
- Lacked standardization
- Needed single system for external excel processes, multiple applications & reporting tools
- Desire to leverage OneStream platform to improve management, reporting, and analysis of Bunge workforce
- Lacked efficiencies in financial analytics –including close & consolidation, management reporting, forecasting and FP&A processes.
Legacy CPM
Oracle HFM
Oracle FDMEE
ZBB – Cognos TM1 / Driver Excel Based Model
Financial Consolidation and External Reporting, Management Reporting, Account Reconciliation, Cash Flow, People planning processes, calculations, and reporting, Zero-Based Budgeting
OUTCOMES
Standardization
Standardized tool & centralized processes drives efficiency, improves data integration, improves reporting & analysis, brings integrity to month-end close process.
Automated Cash Flow
Drives business efficiencies in cash flow generation & analysis to eliminate hundreds of monthly manual adjustments.
ZBB & Budget Versioning
Zero-Based Budgeting process allowing input into 8,000+ potential Cost Centers. In addition, a new budget versioning for rapid driver changes, for“what ifs”, and to analyze changes throughout the budget development cycle
Workflow Process Improvements
OneStream’s work stream features are leveraged to guide users from data submission to certification & drive consistent, transparent processes.
Equity Redesign
The redesigned equity reporting helps to better align with external reporting requirements.
Workforce Planning
Global, flexible workforce planning implementation for 23K+ employees, 4KCC, across 40+ currencies with ability to run simulations and change drivers. Integrated with ZBB for, full SG&A reporting.
Fortune 500 Global Agriculture, Food, and Industrial Products Company
COMPANY SNAPSHOT
Multinational family-owned corporation focused on food, agriculture, financial, and industrial products and services. Operating in 20 countries and delivering to over 120 markets.
REVENUE
EMPLOYEES
FINIT CLIENT
ONESTREAM SUCCESS STORY
Deployed one unified OneStream application that includes integratedConsolidation and Planning processes allowing for governed andconsistent Management Reporting and analytics to enable key strategicreporting for 1400 initial users.
CHALLENGES
- Complex legacy application (including homegrown).
- Extremely complex equity/investment landscape.
- Significant number of leadership departures including 3 Planning workstream leaders and 2 key project sponsors.
- Major initiative, “Cargill 2030”, announced Fall 2024.
- OneStream became enabler of Cargill 2030 financials.
- Significant reorganization (and restatements) required leading to earlier go-live date and increased visibility among Cargill leadership.
- New organization not identified until December 2024 causing ambiguity in requirements and process. Widespread entity updates still occurring through March 2025.
Legacy CPM
Close & Consolidations –SAP FC10
Planning – Anaplan
Supplemental Schedules –K2 Hub
Mgmt Reporting – PowerBI
OneStream Solutions
One unified OneStream application with 5 cubes leveraging vertical and horizontal extensible dimensionality for Enterprise-specific reporting needs. Additional solutions include use-cases for Finit IMS dashboard, Allocation Manager, and enhanced COE reporting.
OUTCOMES
Monthly Financials
Movement from quarterly to monthly consolidated financials. Eliminates manual effort to understand and analyze monthly financials allowing for quicker, more informed business decisions.
Consistent Master Data
Close & Consolidations and Planning leverage same master data components enabling accurate data comparisons and enhanced Management reporting.
Currency Analysis
Translation of book (local) currency and functional currencies to USD facilitating FX impact calculations and ability to assess impact of FX fluctuations on prior Actual and forecasted amounts.
Automated Allocations
Large subset of 4300+ previously manual allocation entries automated inOneStream via Allocation Manager and data uploads.
SG&A Driver Based Models
Leverage HR FTE data to predict SG&A related costs in Forecast cycles. Dollar and percentage adjustment functionality as business clean up HR FTE reporting to ensure accuracy.
Complex Schedules
Footnote, disclosure, and additional supplemental data immediate availability allows for quicker remediation and increased accuracy of reported data by collecting in OneStream and removing data sync between systems.
Fortune 500 Global Manufacturer of Construction and Mining Equipment
COMPANY SNAPSHOT
Founded in the early 20th century, this company has become one of the world’s top names in construction manufacturing and mining equipment as well as off-highway diesel and natural gas engines.
REVENUE
EMPLOYEES
COUNTRIES
ONESTREAM SUCCESS STORY
Following the kickoff of the Oasis program after Splash 2023, Caterpillar successfully went live with Phase 1 of its OneStream transformation onAugust 4, 2025. The go-live delivered Legal Entity and ManagementClose & Consolidation capabilities for one of the world’s largest public companies, establishing a scalable foundation for FP&A, Tax, and advanced analytics.
CHALLENGES
The program required delivery at extreme enterprise scale, with stringent internal and external audit requirements and complex security and control needs. Caterpillar’s accountable reporting model demanded significant data movement between originating businesses and reporting units, annual resets of beginning balances, and recurring restatement of accountable views. The team navigated large volumes of data, frequent dimensional changes, inter company complexity, and the need to replace highly manual legacy processes while ensuring precision down to a $0.00 reconciliation.
Legacy CPM
SAP BCS and BPC to accommodate independent Legal Entity and Management closes.
OneStream Solutions
Close execution in a unified platform sharingmasterdata and data seamlessly for Legal Entityand Management close and consolidation
OUTCOMES
Enterprise Enablement
Successfully implemented Legal Entity and Management Close & Consolidation with a robust cube and dimensional model designed to support future FP&A,Tax, and financial analysis expansion.
Closing Efficiency Gains
Centralized dashboards for dataintegration, journal actioning, andreconciliation improved transparency,reduced manual effort, and streamlinedclose processes across the enterprise.
AI & Analytics Enablement
Successfully launched SensibleAI Forecasting for the Earth moving business unit and connected OneStream to PowerBI, enhancing analytics while leveraging existing investments.
Innovative Automation Delivered
Custom-built solutions mechanized thousands of legacy tasks, reduced allocation complexity, automated security provisioning, enabled cube-to-cube journal processing, and dynamically managed large-scale dimensional changes.
Audit-Ready Controls
Delivered consolidated audit reporting(OSCAR) combining multiple audit tables into a single reporting framework, meeting Go/No-Go requirements for both Caterpillar and external auditors.
Optimized for Long-Term Partnership
Global, flexible workforce planning implementation for 23K+ employees, 4KCC, across 40+ currencies with ability to run simulations and change drivers. Integrated with ZBB for, full SG&A reporting.
Fortune 500 Global Media and Telecommunications Company
COMPANY SNAPSHOT
A global media and technology company with two primary business segments: Connectivity & Platforms and Content & Experiences.
REVENUE
EMPLOYEES
OS USERS
ONESTREAM SUCCESS STORY
Comcast’s OneStream implementation is a multi-phased program providing a succession of solutions, beginning with Corporate consolidation and external reporting. Based on that success, the platform was extended to segment management reporting, transaction matching, and master data management.
CHALLENGES
- A business segment restructure was announced mid-project; the application design enabled a fast-pivot to new and evolving requirements
- The OneStream implementation required increased metadata and process alignment, leading to an enterprise master datainitiative
- Foreign currency translation, expanded account, product, line of business, and legal entity detail resulted in complex data reconciliation.
Legacy CPM
Oracle HFM
Oracle Essbase
Trintech
OneStream Solutions
Financial Consolidation, External Reporting, Management Reporting, Transaction Matching, Cash Flow Automation, Master Data Management
OUTCOMES
Corporate Consolidations
The OneStream platform began with replacement of HFM for Corporate consolidations and external reporting, with expanded detail, insight, and flexibility.
Foreign Currency
Expanded legal entity and foreign currency detail, enabling FX and constant currency analysis for an increasingly global business.
Smart Integration Connector
One of the first implementations of SIC for integration with Oracle EBS, SAP, and Oracle Fusion.
Cash Flow
The consolidation foundation was leveraged to extend the platform and standardize and automate the Cash Flow reporting process
Management Reporting
OneStream was able to quickly provide a management reporting solution following a significant segment restructure.
Transaction Matching
One of the first implementations of OneStream Transaction Matching implementations, with complex custom reporting requirements.
Fortune 500 Global Beverage Alcohol Company
COMPANY SNAPSHOT
A leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy.
REVENUE
EMPLOYEES
OS USERS
ONESTREAM SUCCESS STORY
The CBI OneStream journey replaced SAP BFC and BPC, portions of Ana plan and many excel models optimizing Financial Close and Consolidation and Reporting functionality and improving Financial Planning and financial processes. Statutory reporting for Mexico was included provide a framework for statutory reporting for other jurisdictions.
CHALLENGES
- Legacy systems BFC & BPC were challenging due to lack of flexibility, user-friendliness,reporting capability, posed many integration issues, and presented challenges to wholistically view and manage their corporate performance management processes.
- Foradditional functional processes, CBI used tools such as Blackline for account reconciliation/task management, Anaplan, and numerous disparate excel models for operational planning which created additional integration issues as well as increased technical debt.
- Desire to move Excel based and manual activities onto a unified platform.
- The company is organized into two very distinct lines of business segments with very different needs that requires considerable change management to gain user engagement and adoption.
Legacy CPM
SAP BPC and BFC
Blackline
Anaplan
Microsoft Excel
OneStream Solutions
OneStream platform with multiple cubes (fiscal year, calendar year, extensibility), Cash Flow Automation, Constant Currency Analysis, Automated I/C functionality, Statutory Reporting, Account Reconciliations, Task Manager, Productivity Toolkit, ACM, Price/Volume/Mix, Tax Optimization Solution, SKU Level Product Standards, Driver Based Planning, and Long Range Planning
OUTCOMES
Unified & Scalable Platform
Developed a single unified data model and structure for multiple business segments to leverage across C&C, Planning, and operations. Provided a solid foundation for future platform enhancements to deliver further value and eliminated technical debt.
Account Reconciliations
Provided multi-currency account reconciliation functionality within OneStream including AR, AP, and Fixed Asset sub ledger (balance check) reconciliations. Enabled auto-approve capability using thresholds to enable an increasingly efficient process.
SKU Level Product Standards
Enabled the development of SKU level product standard costs in OneStream. Extended the OneStream platform to incorporate “recipes” (ie, BOMs) and other product cost components. These standards are then fed back into SAP for transactional processing and to the OneStream coreplanning model for planning cycles. Also enabled “what-if” scenario analysis.
SKU Driver-Based Planning
Extended the OneStream platform to ingest detailed SKU level volumes, prices, and standard costs. This comprehensive (richer/deeper) model will help drive key business strategies, including potential investment and divestiture decisions.
Legal Entity Modeling & Transfer Pricing (Optimizing ETR)
Finit transformed tax planning by implementing a unified legal entity planning model across major stakeholder groups. Enabled Effective Tax Rate optimization and visibility using OS allocations for Transfer Pricing.
Cash Flow Automation
Provided calculation of cash flow metrics and the collection of appropriate adjustments to automate the cash flow statement and eliminate the current manual Excel model.
Fortune 500 Global Membership Warehouse Retailer
COMPANY SNAPSHOT
Global membership club/retailer, dedicated to bringing their members quality merchandise at a great price while creating a pleasurable shopping experience.
REVENUE
EMPLOYEES
WAREHOUSES
ONESTREAM SUCCESS STORY
Replace Oracle for consolidations and iSeries/Excel for budget and forecasting; provide every Costco Warehouse GM in the world access to OneStream to manage their P&L, submit plans, and analyze their business by drilling to transaction detail.
CHALLENGES
- Financial consolidation is conducted in an aging HFM/FDMEE platform with offline P&L hierarchy definitions required to produce required management reports
- Budget and Forecast are captured in iSeries “green screens” or Excel and routed to HFM for reporting
- Disconnected, manual processes
- Lack of visibility to detailed transaction data to analyze the business locally
- No access to world-class CPM tools for International locations
Legacy CPM
Oracle HFM
Oracle FDMEE
OneStream Solutions
Consolidated OneStream application that generates external and internal financial statements for local, regional, and corporate reporting, Role-based dashboards to facilitate simple, intuitive input and review of financial data (with drill to detail) for every Warehouse GM
in the world
OUTCOMES
Streamlines P&L Format
Redesign metadata and account hierarchies to simplify numerous P&L formats being managed offline
Improved External Financial Reporting
- Complete cash flow solution available for the first time in OneStream
- Statutory reporting added for Puerto Rico and Canada Liquor (and kick-started statutory cube for Costco’s completion)
- Quarterly estimate process refinedand further automated
Internal to External Walk
Provide the ability to “walk” from anInternal P&L to an External P&L with clear visibility to reporting differences
Global Planning Solution
First globally deployed financial application at Costco to enable every location to input, report, and analyze their Actual, Budget, and Forecast data
Role-Based Dashboards
Unique role-based dashboards that get people “back to work” by allowing them to focus on discrete tasks to be completed in a simple, intuitive interface
Drill to Detail
Deliver single-click drill to transaction detail in a data lake from either base or parent locations, accounts, or departments
Fortune 500 Global Building Technology and Industrial Company
COMPANY SNAPSHOT
Building technologies – Fire HVAC Security Equipment and Controls
REVENUE
EMPLOYEES
FINIT CLIENT
ONESTREAM SUCCESS STORY
Phase 1 OneStream implementation focused on close & consolidations, budget and forecast, and the replacement of Trintech for Account Reconciliation. In addition, integrated data from over 120 ERP and source systems.
CHALLENGES
- Numerous legacy systems & cost of maintaining multiple platforms
- Data security issues
- Complexity of data flows and workflows
- Time consuming month-end close cycle
- Different reporting structures across fragmented applications
- Complicated ARM account reconciliations processes and workflow
- Key management ops reports with data indifferent systems; no single source of the truth.
Legacy CPM
Oracle
HFM, Essbase,
FDM, and ARM;
Blackline; SharePoint;
Trintech; K-Helios;
Excel
OneStream Solutions
Financial consolidations & external reporting, Daily sales solution, Global budgeting, planning, & forecasting, Account reconciliation, Statutory reporting
OUTCOMES
Close & Consolidation
OneStream supports the financial close & consolidation and external reporting processes as well as the analysis and reporting on internal management financial data.
Budget & Forecast
Deliver enhanced and improved budget and forecast data collection and reporting capabilities, moved from quarterly to monthly, rolling forecast.
Data Movement
Streamline data flows and movement by leveraging the OneStream platform. Includes integration with 120+ source ERP Instances.
One Source of the Truth
Solution replaces legacy systems with aunified CPM cloud solution that is easier to administer, maintain and own
Standard Reporting
Enhance the reporting experience of users with data visualization and a rich reporting experience. Real-time close monitoring.
Account Reconciliation
All formerly disparate reconciliations migrated to OS. 22K reconciliations between 1,700 users
Fortune 500 Global Chemical Company
COMPANY SNAPSHOT
A leader in the global chemical, fuels, and advanced polymer solution mfg. industry, producing products in 55 sites across 17 countries and selling in 100.
REVENUE
EMPLOYEES
OS USERS
ONESTREAM SUCCESS STORY
Implemented numerous OneStream models/cubes and Marketplace Solutions to facilitate Commercial Segment Forecasting, Profitability Management Reporting, Fixed Cost Budgeting and Reporting, People Planning, IT Spend Planning, and a co-developed Budget and Forecast Allocations engine, process, and report solution.
CHALLENGES
- Extensive library of complex planning models and calculations with a complete lack visibility into the underlying components; this eroded users’ trust of system-based models and calculations, resulting in manual, offline calculations, models, and reports.
- Heavy reliance on manual compilation of multiple, monthly, 100+ page management report packages.
- Offline files and limited control over sensitive data used in the manual, Excel-based people planning process.
- Critical resource turnover between the Design and Implementation phases and during project.
- Complex, outdated, and inefficient allocations processes. Inefficient data movement / processing, resulting in limited data availability.
Legacy CPM
12+ SAP BPC / BW modelsand offline planning andreporting solutions
OneStream Solutions
OneStream XF Platform, 6 Models / Cubes created or updated (Profit Center [updated], Summary Profit Center, Cost Center, 3 Allocation Cubes), People Planning, Thing Planning, Application Control Manager (ACM), and [co-developing] AllocateIt Marketplace Solutions, Extensible Documents and Dashboard Reporting in the world
OUTCOMES
Efficient Driver-based Models
Analyzed 75+ models, aligned on creating 8, remainder to be submitted via a standard XFD process. Provides an efficient foundation for system-delivered driver-based models.
Clear, Traceable Calculations
Removed the “black box” that was SAPBPC w/excellent coding hygiene and the requisite knowledge transfer for 1,000+simple to complex calculations leveraged for planning
Integrated PPT / Dashboard RPT
Leveraged “Extensible Document” reporting solution to integrate into management reporting PPT’s, saving hundreds of hours of manual report generation, copy, and paste time each month during forecast
System-Based People Planning
Moved from the legacy Excel-based people planning to an API-integrated, swiftly-calculating, and secure people planning solution
Reduced Technical Debt
Moved from 12+ legacy BPC/BW, and offline models, to an integrated platform allowing for legacy system decommissioning and reduction in technical spend/debt
Improved Data Availability
Removed various “hops” took through legacy CPM solutions moving from an over night data loading and consolidation process to multiple daily consolidations+ ad-hoc capability
Fortune 500 Global Financial Technology and Market Infrastructure Company
COMPANY SNAPSHOT
A global technology company that provides software, analytics, data and services to its clients. Along with the US, this company operates eight exchanges throughout Europe.
REVENUE
EMPLOYEES
OS USERS
ONESTREAM SUCCESS STORY
Comprehensive OneStream Implementation including applications for Consolidation, People Planning, Revenue/Expense Planning, Allocations , Account Reconciliation and Revenue Recognition.
CHALLENGES
Significant effort to update and transition multiple modules of Hyperion to OneStream. Approach was essentially a “big bang”, cutting over new capabilities in OS each month from Feb 2023 to June 2023. Finit resources assisted Nasdaq Financial Systems team with Testing support while the client team implemented an organizational realignment in the existing Hyperion system and then in OneStream. This was achieved with only a minor delay in timeline. Hundreds of global end-users were trained in custom, instructor-led Zoom sessions prior to go-live. Project timeline was aggressive, considering the significant amount of data and functionality that was reimagined.
Legacy CPM
10+ Hyperion applications, including HFM, Planning, Profitability Mgmt, Essbaseand FDMEE
OneStream Solutions
Multiple purpose-built cubes, meeting full financial management requirements, An early adopter of AllocateIt, Future phases include ACM and additional automation
OUTCOMES
Transparent Allocations Process
Innovative Technology Business Management (TBM) methodology enabled by Finit’s AllocateIt solution.
Compensations Model Realized
OneStream People Planning solutiono ffers never-before access to compensation actuals and planned information – enabling a CEO initiative
Data Management Automation
Finit’s market-leading data management capabilities enable a sophisticated end-to-end process for data seeding and movement – enabling users to focus on analysis vs mechanics
GAAP & Stat Financials
Now, GAAP and Stat financial results reside in one unified system.
Single Source of Plans
Single OneStream platform now provides a single location for plans including People, Revenue, Expense, Project and Product data
Fortune 500 Global Aerospace and Defense Company
COMPANY SNAPSHOT
A global aerospace & defense conglomerate.
REVENUE
EMPLOYEES
FINIT CLIENT
ONESTREAM SUCCESS STORY
Global implementation of the OneStream platform to over 2,000 finance users across RTX’s segments. Delivered significant technology and process transformation in support of the financial close, consolidation, planning, and internal & external reporting processes.
CHALLENGES
- Significant legacy system landscape encompassing over 35 distinct appswith significant clean up efforts required involving many decision makers
- Impactful re-orgs & cross-segment business alignment changes during theimplementation
- Significant change management effort due to a global user base withdiverse processes and technology landscape
Legacy CPM
Oracle HyperionFinancial Management(HFM)
Planning/Essbase
FDM
OneStream Solutions
- Financial Close, Sub-Consolidation &Consolidation
- Global budgeting, planning & forecasting
- Internal & External Reporting for Legal,Management, and Measurement
- Significant data integration with OS
- Simplified administration
OUTCOMES
Unified Platform
OneStream unified many distinct data models into a global platform, reducing data movement and increasing the timing of when data is available and visible for analysis.
Finance Data Standards
OneStream represents RTX’s Finance Data Standards in a consistent way while addressing both Corporate and Segment / Business unit requirements.
Data & Security Governance
Replacement of homegrown solutions within OneStream for security and data governance change requests and approvals which reduced risk and simplified administration.
Continuous Actual -> Forecast
Continuous seeding of Actual data to the Forecast scenario was configured, driving process efficiency and accelerated forecasting for financial planners.
Enhanced Reporting
Enhanced the financial reporting experience with interactive reporting and simple yet powerful drill down capabilities with Finit’s DrillIt Partner-Place solution.
Enabled Finance Team
Removed various “hops” took through legacy CPM solutions moving from an over night data loading and consolidation process to multiple daily consolidations+ ad-hoc capability