IDEX Hyperion-to-OneStream case study

Presenter: | Feb 9, 2021

Learn how IDEX unified their financial & operational data on a single, scalable platform designed for future growth

See how a large global conglomerate, with 40+ decentralized and very different business units (BUs), leveraged the power of the OneStream Platform to replace both HFM for consolidation and Essbase for external reporting & profitability analysis for 400+ users in a single, scalable platform.

Learn how IDEX unified their financial and operational data, which previously was split between three different systems, on a single, scalable platform designed for future growth.

BU independence is critical to the IDEX culture. So, the key to success was to enable BUs to maintain independent decision-making and processes, while empowering the company with an effective corporate reporting tool.

In this webinar, you’ll also learn how Finit helped IDEX leverage OneStream to:

  • Enable segregation of duties and ensure data quality – Preventing Double Certification
  • Ensure that BUs have flexibility to choose their preferred level of detail for their different rollups, enabling them to walk earnings between actual, plan and forecast – PBIT Walk/Bridge/Variance Analysis
  • Allow adaptable views of data, with or without acquisitions and divestitures – Organic Reporting
  • Store and aggregate variance explanations and comments in OneStream for future analysis replacing the manual Excel weekly forecast process – Commentary

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