Course Outline

Introduction to OneStream for Government

  • Overview of OneStream and its capabilities designed to enhance financial management processes for government entities.
  • Understanding the corporate performance management (CPM) framework in the context of public sector operations.
  • Installation and setup procedures for OneStream XF tailored to meet the specific needs of government agencies.

Data Management in OneStream for Government

  • Connecting to data sources relevant to government financial systems.
  • Loading and validating financial data to ensure accuracy and compliance with public sector standards.
  • Data transformation and mapping techniques to align with government reporting requirements.

Financial Reporting and Analysis for Government

  • Creating financial reports using OneStream Report Studio, designed to meet the transparency and accountability needs of government entities.
  • Building interactive dashboards and visualizations to enhance decision-making processes in public sector organizations.
  • Utilizing analytics for variance analysis and performance tracking to improve fiscal oversight and management.

OneStream Workflow and Automation for Government

  • Understanding OneStream workflows and task management tailored for government operations.
  • Automating financial processes to increase efficiency and reduce administrative burdens in public sector agencies.
  • Scenario planning and forecasting tools to support strategic financial planning for government entities.

Advanced OneStream Features for Government

  • Leveraging OneStream Marketplace solutions to address specific needs of government agencies.
  • Integration with external financial and ERP systems to streamline data flow and enhance interoperability within the public sector.
  • Best practices for OneStream security and user management, ensuring compliance with government regulations and standards.

OneStream Certification Preparation for Government

  • Overview of OneStream certification options (OCP-FM, Implementation Consultant, etc.) tailored to the needs of government professionals.
  • Exam objectives and key topics relevant to financial management in the public sector.
  • Practice questions and exam preparation tips to ensure success for government employees seeking certification.

Best Practices for Financial Analysis in OneStream for Government

  • Optimizing performance in OneStream to meet the high standards of government operations.
  • Designing effective reports and dashboards that align with public sector reporting requirements.
  • Identifying common pitfalls and strategies to avoid them, ensuring robust financial management practices within government agencies.

Summary and Next Steps for Government

Requirements

  • Basic understanding of financial reporting and corporate performance management (CPM)
  • Familiarity with Excel or similar spreadsheet tools

Audience

  • Financial analysts for government and private sectors
  • Business intelligence professionals for government and private sectors
  • Finance teams looking to leverage OneStream for financial planning and analysis in both public and private settings
 14 Hours

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