Category: Partners

CFO Solutions LLC Secures OneStream Software’s Diamond Partner Level Status

OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe

Amherst, Massachusetts, September 23, 2022 – Today, CFO Solutions, a trusted advisor in corporate performance management, is pleased to announce they have become a Diamond level OneStream implementation partner. As a Diamond partner, OneStream recognizes CFO Solutions’ commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.

OneStream provides an Intelligent Finance Platform for the modern enterprise that simplifies and aligns corporate performance management processes such as financial consolidation, reporting, planning and analytics. OneStream’s platform can easily be extended with over 50 financial close, planning and analysis, and productivity solutions.
CFO Solutions' OneStream Diamond Partner News

“We are ecstatic to have reached OneStream Software’s highest partner level, Diamond status. The CFO Solutions team’s hard work is a testament to the outstanding results we reach for our clients. We are proud of our continued growth and commitment to excellence in working with OneStream to deliver creative and well-designed solutions that solve our customers’ unique business challenges.” -Shaun Zeldes, Partner, CFO Solutions

“We are thrilled to announce CFO Solutions LLC has achieved Diamond level partner status,” said Stephanie Cramp, senior vice president, global alliances of OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions LLC new partner status is a reflection that more companies are turning to OneStream’s unified solution to simplify their financial processes and increase operational insights.”

CFO Solutions is made up of over 80+ consultants across the United States and the United Kingdom. Their extensive knowledge covers Budgeting, Planning, Forecasting, Management Reporting, Implementation, Process Modeling, Software Evaluation, Financial Consolidation, Data Warehousing, Data Integration, and more. CFO Solutions works across numerous industries, including manufacturing, pharmaceuticals, finance services, biotechnology, retail, healthcare, public sector, insurance, aerospace, CPG, and hospitality.


CONTACT:

Elizabeth Schirk
484-901-9908
Elizabeth.schirk@cfosolutions.com

About OneStream Software

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.

OneStream is an independent software company with over 1,000 customers, 200 implementation partners and 1,200 employees, our primary mission is to deliver 100% customer success. To learn more visit www.onestream.com.

About CFO Solutions

Founded in 2005, CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM), Corporate Performance Management (CPM), and Business Intelligence (BI) products and solutions. We help clients define processes, determine the right technology solution, create a solution roadmap, and implement the vision. Cfosolutions.com

 

CFO Solutions Secures OneStream Software’s Platinum Partner Level Status

OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe

Amherst, Massachusetts, January 19, 2022 – Today, CFO Solutions, a trusted advisor in corporate performance management, is pleased to announce they have become a Platinum level OneStream implementation partner. As a Platinum partner, OneStream recognizes CFO Solutions commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.

OneStream provides an Intelligent Finance Platform for the modern enterprise that simplifies and aligns corporate performance management processes such as financial consolidation, reporting, planning and analytics. OneStream’s platform can easily be extended with over 50 financial close, planning and analysis, and productivity solutions.

“Our team is delighted to continue to work with OneStream and are extremely optimistic about the future as we expand our partnership. OneStream’s unified platform approach to CPM is a perfect match for our team’s approach to offer creative well-designed solutions that solve our customers’ unique complex business challenges.” – Sean Souza, Senior Partner of CFO Solutions

“We are thrilled to announce CFO Solutions has achieved Platinum level partner status,” said Stephanie Cramp, senior vice president, global alliances of OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions new partner status is a reflection that more companies are turning to OneStream’s unified solution to simplify their financial processes and increase operational insights.”


CONTACT: Elizabeth Schirk, elizabeth.schirk@cfosolutions.com, Marketing Coordinator

About OneStream Software

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.

OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB.

With over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.

About CFO Solutions

Founded in 2005, CFO Solutions is a professional services firm specializing in Corporate Performance Management (CPM) and Business Intelligence (BI) products and solutions. We help clients define processes, determine the right technology solution, create a solution roadmap, and implement the vision.

Workiva Extends Value of Cloud Platform with Launch of New SaaS Marketplace

Workiva Marketplace debuts with both Workiva-built and partner offerings that simplify complex reporting and compliance problems

AMES, Iowa–(BUSINESS WIRE)– Workiva Inc. (NYSE:WK), today launched The Workiva Marketplace, filled with more than 140 Workiva-built and partner templates, services and 60 no-code connectors that streamline existing processes and solve new business problems all within the Workiva cloud platform’s connected and secure ecosystem.

The Workiva Marketplace’s offerings include: process checklists, carefully organized and linked reports, style guides, perfectly formatted presentations, and more. Accounting, audit, financial planning & analysis, financial services, and legal teams can easily add templates or connectors directly into an existing Workiva workspace and optimize workflow with process automation, practical examples, and industry best practices.

Comments on the News :

  • “There is an enormous opportunity for organizations to scale their business operations efficiently and cost effectively by leveraging Workiva’s connected ecosystem,” said Julie Iskow, COO of Workiva. “The Workiva Marketplace allows users to find tools, templates, connectors and applications that make using our platform faster and easier. It also easily connects customers with our trusted, best-in-industry consulting and technology partners and can extend the value of our platform for our users.”
  • “For years, corporate accounting and financial reporting teams have operated separately due simply to the nature of data collection and reporting processes, and this can lead to a myriad of complications at the end of the reporting period,” said Mike Whitmire, CEO & Co-founder of FloQast. “Using FloQast’s direct API connector available in The Workiva Marketplace, accounting and finance teams automate and accelerate the financial close and disclosure process, bridging the gap between them, which adds value by providing greater visibility into the close and reconciliation process, and enabling a more accurate and efficient reporting process.”
  • “As a partner, Clearview Group is thrilled to join Workiva for the launch of the new Marketplace,” said Scott Freinberg, Director of Advisory Services at Clearview. “Clients and partners will now be able to more efficiently access industry-leading templates and tools to transform their processes and technology. Workiva consistently works to enhance their products and services for their customers, and we could not be more honored to partner with them on this initiative.”
  • “I am really impressed with the variety of templates and connectors available in the new Marketplace, especially with SOX, Internal Controls, and Management reporting,” said Trevor Harris, SOX Manager of NXP Semiconductors. “I like that the Marketplace is easy to navigate and that my team can easily incorporate these industry best practices immediately. The time savings alone from not having to start at square one is going to be priceless. This will really let me do more with my data inside the Workiva platform.”

Workiva Marketplace Innovators :

Partners are extending the use of the platform with mutual clients by creating new services and solutions on top of the Workiva platform that solve customers’ unique business challenges.

Argyle, BlackLine, Business Wire, CFO Solutions, Clearview Group, Column5 Consulting, Fastpath Solutions, F.H. Black & Company Inc., FloQast, Keyrus Consulting, OneCloud, Planalytix, PwC, Sentieo, and Trintech are among the Workiva partners that played a crucial role in the launch of the Marketplace by contributing meaningful templates, services and content that is readily available for customers to add to their workspaces and use.

Workiva has a strong partner ecosystem, with over 200 industry-leading business and technology advisory firms that are available to assist customers as they expand their use of the Workiva Platform.

Read the full press release here

CFO Solutions Secures OneStream Software’s Gold Partner Level Status


OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe

Boston, Massachusetts, May 25 2021 – OneStream Software today announced CFO Solutions has become a Gold level implementation partner. As a Gold partner, OneStream recognizes CFO Solutions’ commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.

OneStream provides a unified platform that simplifies and aligns financial consolidation, planning, reporting, analytics and financial data quality.  OneStream eliminates the risk and complexity of data integration, validation and reconciliation between multiple products, applications or modules, and makes non-integrated CPM suites are a thing of the past.

“Our team is delighted to continue to work with OneStream and are extremely optimistic about the future as we expand our partnership.  OneStream’s platform approach to EPM is a perfect match for our team’s approach to offer creative well-designed solutions that solve our customers’ unique complex business challenges.” – Sean Souza, Senior Partner of CFO Solutions.

“We are thrilled to announce CFO Solutions has achieved Gold level partner status,” said Stephanie Cramp, Senior Vice President of Global Alliances at OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions new partner status is a reflection that more companies are turning to OneStream’s Intelligent Finance solution to simplify their financial processes and increase operational insights.”

CONTACT: Elizabeth Schirk, elizabeth.schirk@cfosolutions.com, Marketing Coordinator

About OneStream Software

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.

OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB.

CFO Solutions and OneStream announce Gold Partnership. Business women happy and excited, shaking hands celebrating new partnershipWith over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.

About CFO Solutions

Founded in 2005, CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM) and Business Intelligence (BI) products and solutions. With hundreds of EPM implementations across multiple industries, we offer a full suite of advisory and implementation services for Finance.  We help clients define new processes, determine the right technology solution, create a solution roadmap, and implement the vision.