About · the path so far
Five years in OneStream, across four roles
Five years, four roles, one platform
Before: 1 roleAfter: 4 rolesChange: 5 yrs · 4 roles
All work
The full ledger
Five years of OneStream delivery and a new line of agentic AI work. Clients are named by industry only. Read the green line first: that is what changed for the people using the system.
Oilfield services group
Oracle X-Ray: every OneStream balance, traced to the invoice
Any balance traced to its source invoice in three clicks
Before: manual Oracle searchAfter: 3 clicks to invoiceChange: to the penny
AdTech / data-connectivity SaaS
Metadata automation, 60× faster
Metadata cycle: 2 hours → 2 minutes
Before: ~2hAfter: < 2 minChange: 60×
Mining
Report execution from 20min to under 1min
Cut a 20-minute report to under a minute
Before: ~20 minAfter: < 1 minChange: 20×
Retail
Real-time OneStream–PDI integration over SIC
Finance pulls live ledger data instead of waiting for a file
Before: scheduled file movesAfter: live SIC pullChange: real-time
Retail
Bank reconciliation, days to seconds
Bank reconciliation: 2–3 days → seconds
Before: 2–3 daysAfter: secondsChange: days → seconds
Consumer brands
Google Drive to OneStream, connector-free
Files load straight from Drive — no connector licence
Before: no direct linkAfter: connector-free ingestChange: connected
Global clinical research organisation (CRO)
Revenue Recognition across cube and relational
One revenue number, one approval trail
Before: split sourcesAfter: unified RevRecChange: single approval flow
Oilfield services major
Oracle EBS to OneStream subledger bridge
Ledger loads run themselves, overnight and on demand
Before: manual loadsAfter: scheduled auto-loadsChange: zero-touch
Records management / govtech firm
NetSuite to OneStream, REST API direct
No more manual exports — the ledger syncs itself
Before: manual exportAfter: REST directChange: scheduled + on-demand
Manufacturing
Inforgl ↔ OneStream over REST, with a shared-script library
One shared script instead of a formula on every member
Before: per-member formulasAfter: shared scriptChange: single source
Global diversified holding company
Local culture format for RCM & TXM marketplace solutions
Every region reconciles in its own local format
Before: US onlyAfter: local cultureChange: global
Logitech · consumer electronics
Generic clear utility + Excel cube-view tooling
Finance clears and submits straight from Excel
Before: clears calc data onlyAfter: clears any intersectionChange: incl. stored data
OneStream accelerator · multi-language finance teams
Language Translator: one set of OneStream dashboards, every user in their own language
Every user sees the same dashboards in their own language
Before: English onlyAfter: each user's languageChange: 1 build
Global loyalty / membership platform
Dynamic Cube Views + XFBR-driven formatting for stakeholder reporting
Reports reshape themselves when the business changes
Before: manual upkeepAfter: self-adaptingChange: config → none
HFM → OneStream migrations
HFM Metadata Explorer: read a legacy HFM application in a browser tab
Legacy HFM metadata readable in a browser, nothing uploaded
Before: raw text extractAfter: searchable treeChange: 0 uploads
OneStream admin tooling
Log Finder: every forgotten log line and API call in a OneStream app, in one search
Every forgotten log line and API call found in one search
Before: open every rule by handAfter: one searchChange: 1 click
Retail / FMCG
GL Planning + simulated-ML price/volume forecasting in OneStream
Planning and forecasting moved out of spreadsheets
Before: spreadsheet planningAfter: in-platformChange: unified
ONECommunity
Two ONECommunity blog posts, one became #3 most-viewed in five months
#3 most-viewed post on the practitioner blog in five months
Before: 0After: Top 3Change: #3 / 5 months
Archetype · apprenticeship
The Archetype OneStream Apprenticeship Bootcamp
New joiners project-ready in two weeks
Before: no OneStream backgroundAfter: project-readyChange: 2 weeks
OneStream / EPM consulting practice
Bringing Anthropic Claude + a local-DB toolchain into a consulting practice
Claude wired into how the practice actually works
Before: manual workflowsAfter: AI-assistedChange: step-change
OneStream consulting practice
OneStream Debugger: a Claude Code plugin that traces any OneStream rule step by step
Any OneStream rule traced and replayed step by step
Before: guess and re-runAfter: step-by-step replayChange: logic intact
Archetype · OneStream consulting
Scaling Archetype's India practice from one to seven
Grew the team from 1 to 7 engineers
Before: 1After: 7Change: 7×