About This Book

Publication

Published in 2021 by OneStream Press.

Copyright (c) 2021 OneStream Software LLC. Al1 rights reserved. ISBN: 978-1-8382528-7-8

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About the Authors

Peter Fugere. Recognized as a leader within the consulting community, Peter has been working to deliver world-class Corporate Performance Management (CPM) solutions for the past 20 years. He has worked with Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle EPM Cloud Financial Consolidation and Close, Oracle Hyperion Financial Data Quality Management, Hyperion Enterprise, Upstream, SAP BPC (Business Planning and Consolidation) before leaving Oracle in 2012 to help build the OneStream consulting practice.

This work is dedicated to my wife, Courtney. I could not have wished for a better friend and companion. Her support, faith, and love keep me going.

Greg Bankston. A veteran of the consulting community, Greg started working with CPM solutions in the late nineties before moving into consulting with Hyperion Solutions. With exposure to multiple project management methodologies over the last 20 years, during which he has managed well over a hundred projects, Greg has developed a keen sense of where risks typically lie on projects, how to avoid them, and the quickest methods to ensure efficient success.

My chapter is dedicated to my wife, Clara. She left her country, a flourishing career as an architect, her family, friends, and everything she knew to start a new life with me. She is the strongest and bravest woman that I’ve ever known, and I owe the amazing life that we have together to her.

Eric Osmanski. Eric is a CPA who joined the OneStream Software services organization in 2014 to deliver revolutionary Corporate Performance Management (CPM) solutions. He is currently an Architect focusing on the design, development, and maintenance of OneStream applications for OneStream’s largest and most complex customers.

My chapter is dedicated to my wife, Marisa.

Jonathan Golembiewski. Jon Golembiewski is a Senior Architect on the OneStream Services team. Jon joined OneStream in 2013 as one of the first members of the Services Team. Jon’s experience stretches across both Consolidation and Planning projects. He has worked on projects in over 20 countries, including OneStream’s first customers in South Africa, Australia, Finland, and Norway. Jon has also helped build and deliver training for both customers and consultants. He has lived in Amsterdam and currently resides in Pittsburgh, Pennsylvania.

I’d like to thank my parents, Dave and Sandra, for giving everything they could to me. I could have never achieved success without you.

John Von Allmen. John Von Allmen is a CPA who has experience in Financial Reporting, Data Integration, and Consolidation Software. He worked for UpStream Software and Hyperion Solutions and then founded DataFusion Consulting. John has served many different roles at OneStream as a founder, from Consultant to Pre-Sales and Chief Financial Officer. He served as Chief Financial Officer until October 2019 and is currently a Vice President in the Architect Factory of OneStream Software.

This work is dedicated to my wife Elizabeth and my son Jack.

Todd Allen. Todd Allen has been with OneStream since it acquired its first customer. He has 20+ years of software industry experience in a variety of arenas, including traceability systems on factory floors, healthcare solutions, software startups, and implementation consulting services.

Along with his peers, he carries a deep passion for customer success and exceeding the status quo..!

This work is dedicated to my family (Wife – Betsy, Son – Jack, and Daughter – Savannah). Thanks for being patient, understanding, and supportive of our OneStream journey.

Nick Kroppe. Nick has a deep passion for enabling implementation consultants and customers, which he has been doing for over five years in his role at OneStream. Nick started out his OneStream career as an implementation consultant and has since grown into a technical guru focused on enabling the OneStream community. Nick currently works as the North America Remote Consulting Support Manager, and has worked with over 250+ customers in his OneStream career.

Nick dedicates his contribution to this book to his family and to all his colleagues that have helped him along the way in developing both as a OneStream professional and a better individual.

Chul Smith. Chul has over 20 years of Finance/IT experience using, maintaining, implementing, and supporting consolidation and finance systems as both client and consultant. He began working with OneStream in 2013 and, a year later, was hired to join their services team. Today, he’s one of only four Architects at OneStream and has been involved in over 50 projects.

To my wife, Tiffany, you enrich my life and inspire me every day.

To my mom, sister, and brother-in-law, you’re always there for me even though I’m terrible at keeping you in the loop. BTW, I’m co-co-co-writing a book!

To my dad, who sadly died before I started getting my life together (still a work in progress). To my Casseroller sisters and brothers, you help keep me sane.

Jody Di Giovanni. Jody Di Giovanni is the Director of Remote Consulting Support at OneStream Software, where she leads a team of highly skilled OneStream Remote Support Consultants that focus on customers’ post-go-live success and implementation build items. Jody came to OneStream in 2015 with experience in Accounting and Financial Systems, including one of the first OneStream implementations.

A huge thank you to my three beautiful and ever-supportive kids for their love, patience, and smiles that continue to inspire me every day. A shout-out to my RCS team, who amaze me day in and day out with your skills, and who are such an amazing group to work with. And last, but not least, thank you Tony, for teaching me not only OneStream, but to be a better person.

Jacqui Slone. Jacqui is the Director of Training at OneStream Software. In 2013, she began working at OneStream as a technical writer and from there moved over to the training department. She has spent most of her time at OneStream delivering training and developing course content for customers, partners, and employees. In 2019, she became the Director of Training and leads a global team of content developers and trainers.

I am forever grateful to the OneStreamers who opened the door and took a chance on the high school English teacher. You were always patient and made time for me even though I know you didn’t have either to spare. A big thank you to my family who always go above and beyond to support me even when I don’t deserve it. To the OneStream Training Department, thank you for your dedication, passion, and the incredible contribution you make each day. Lastly, thank you Starbucks Iced Coffee, for supporting me through each workday and work night.

Nick Blazosky. Nick joined OneStream in 2017 after spending his entire career in CPM consulting. He is proud to be one of the original members of the North American Pre-Sales team, and is currently configuring GolfStream and the vertical demo applications as the leader of the Demo Engineering Team. Nick lives with his wife and daughter in San Antonio, Texas.

This book is dedicated to all the mentors I’ve had along the way in the CPM space. If you have the chance to inspire and lift up young people starting their careers, I hope you can. First, I want to thank Tad Bowen for introducing me to Hyperion, giving me my first job in consulting, and for his continued guidance to this day. Thank you to my Marketsphere friends. I would be lost if it wasn’t for the great friendship and mentorship of Janie Villarreal and Satish Masina during my time in Houston and Darren Garett, who would let me ask all the “stupid” questions I wanted after work, trail running at the Umstead State Park. To the folks from my time at TopDown Consulting – Paul Hoch, Steve Davis, and Ricardo (“El Jefe”) Musquiz – I learned so much from your examples, it’s hard to put into words how thankful I was to work with the best in the business. It’d be hard to imagine my life without Tucker Pease, who I met at TDC and who vouched for me at OneStream. I owe Tucker so much as a mentor, constant source of encouragement, and friend. To Bill Lovelace, for taking a chance and bringing me into Pre-Sales, despite me coming from a consulting background and losing my laptop the first week on the job. Finally, to Roy Googin, who I instantly befriended, day one, drinking gin and talking about OneStream. Roy has been my mentor and friend at OneStream: a confidant and sounding board all-in-one. To everyone else who helped, listened, inspired, and challenged me, I wish I could list you all, but know that you are all appreciated.

Andy Moore. Andy works as the Director of Partner Enablement in North America, focusing his efforts on enabling colleagues, partners, and customers. Andy’s OneStream experience stretches over 5+ years with experience on over 100+ customers. Andy’s focus is not in just one area of OneStream but across the entire platform, focusing on providing companies with holistic designs that create value, enable growth, and which provide successful business transformations.

I’d like to dedicate my work in this book to my fiancé Kristen, my colleagues, friends, and family for continuously coaching, supporting, and believing in me, which has given me the drive to get to this point! I look forward to continuing my work at OneStream and giving back to the community that helped me get to where I am today.

Sam Richards. Sam joined the OneStream Software services organization in 2016 as a senior consultant when he decided to leave the world of corporate reporting. He has over ten years of experience in the Finance/IT field, and is currently an Architect at OneStream, focusing on the design and development of some of its largest and most complex customers.

I wouldn’t be able to accomplish what I have without the love and support of my wife, Candace Richards, and children Kinslee and Everly.

Terry Shea. Terry Shea is the Vice President of Analytic and Integration Solutions at OneStream. A well-known expert in the EPM space, Terry has over 20 years’ experience developing data integration and analysis solutions for hundreds of organizations of all sizes and across all industries, including some of the largest multi-national companies in the world. Terry is currently part of a team charged with developing OneStream expertise throughout the company/partner/customer ecosystem.

Dedicated to my wife and kids: Lauren, Kiera, Fiona, Dylan, and Meghan.

Shawn Stalker. Shawn Stalker joined OneStream in 2013 and serves as the Vice President of MarketPlace Development. Shawn has worked in the Corporate Performance Management (CPM) area for over 20 years, maintaining, implementing, and supporting consolidation and financial systems. He has worked on products such as Oracle Hyperion Essbase, Oracle Hyperion Financial Management, and OutlookSoft, before joining UpStream Software in 2006, where he helped to build their development and QA teams. Shawn worked at UpStream through acquisitions by Hyperion and then Oracle prior to joining OneStream, where he helped start the QA and MarketPlace teams.

To my children Nola, Keira, and Gavin, who will inherit this world and make it a better place.

Jeff Jones. Jeff joined OneStream Software in 2014 as a technical support engineer and currently serves as the Vice President of Customer Support. Since joining OneStream Software, he has been heavily involved in many large customer projects assisting with environment sizing and application performance tuning. His mission is to continue to strive for 100% customer success and to continue to provide the highest level of support to the OneStream customer base.

This work is dedicated to my wife, Erin. Her love and support are what keep me reaching my career goals and enjoying life.

Tony Dimitrie. Tony joined OneStream Software in January 2012 as employee #10. Tony dedicated his first year to OneStream’s first customer and did whatever was needed in order to make the partnership a success. This soon transitioned into being a Subject Matter Expert for customer implementations led by partners. Tony started the Implementation Support department, which can be identified as Remote Consulting Support (RCS) today. Tony has a wealth of OneStream product and organizational knowledge, which helps serve Tony in his current role as Vice President of Training & RCS.

To Jody, who drives me to be better each day, and my friends and family who have put up with my s*!t for years.

Errata

Despite best efforts, mistakes can sometimes creep into books. If you spot a mistake, please feel free to email us at [email protected] (with the book title in the subject line).

The errata page for this book is hosted at www.onestreampress.com/OneStreamFH