Course Outline

Introduction to OneStream for Government

  • Overview of OneStream and its capabilities for government operations
  • Understanding the corporate performance management (CPM) framework in a governmental context
  • Installation and setup of OneStream XF for government agencies

Data Management in OneStream for Government

  • Connecting to data sources for government financial systems
  • Loading and validating financial data for accuracy and compliance
  • Data transformation and mapping to support governmental reporting requirements

Financial Reporting and Analysis for Government

  • Creating financial reports with OneStream Report Studio tailored to governmental needs
  • Building interactive dashboards and visualizations for enhanced transparency
  • Using analytics for variance analysis and performance tracking in government agencies

OneStream Workflow and Automation for Government

  • Understanding OneStream workflows and task management for efficient governmental operations
  • Automating financial processes to streamline government workflows
  • Scenario planning and forecasting for budgeting and resource allocation in government

Advanced OneStream Features for Government

  • Using OneStream Marketplace solutions for specialized government applications
  • Integration with external financial and ERP systems used by government agencies
  • Best practices for OneStream security and user management to ensure data integrity and compliance

OneStream Certification Preparation for Government

  • Overview of OneStream certification options (OCP-FM, Implementation Consultant, etc.) relevant to government roles
  • Exam objectives and key topics specific to governmental financial management
  • Practice questions and exam preparation tips for government professionals

Best Practices for Financial Analysis in OneStream for Government

  • Optimizing performance in OneStream for efficient government operations
  • Designing effective reports and dashboards to support governmental decision-making
  • Common pitfalls and how to avoid them in a government setting

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
  • Finance teams looking to leverage OneStream for financial planning and analysis in their organizations, including those for government agencies
 14 Hours

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