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The focus of a boutique advisor, with the power of a big four, that’s what you get when you work with our OneStream practice team.
OneStream and PwC
Empowering Finance to Lead as a Strategic Coach to the Business
Imagine having your financials always reconciled, reporting at your fingertips, and insights ready when you need them most. In today’s fast-paced business environment, finance is expected to do more than report results. It’s expected to act as a coach to the business: guiding decisions, forecasting change, and shaping strategy.
At PwC, we offer an ideal combination: the tailored, high-touch service of a boutique advisor, delivered by a dedicated OneStream team, backed by the strength and scale of the global PwC network. This unique combination enables us to move quickly while solving complex challenges with the depth, governance, and reach that our clients need.
As OneStream’s only Strategic Partner, our alliance helps finance teams modernize and simplify complex processes like planning, consolidation, and reporting so finance leaders can shift their role from scorekeepers of the past to coaches for the future. Instead of spending time buried in transactional tasks, finance can focus on becoming agile, insight-driven advisors who help the business anticipate challenges, take advantage of opportunities, and make smarter moves in real time.
Whether you’re preparing for growth, managing risk, or driving operational efficiency, PwC’s industry knowledge and implementation expertise combined with OneStream’s scalable technology enable a smarter, more connected finance function. We don’t just deliver what you ask for—we challenge you to think bigger. Drawing on deep industry knowledge and lessons from past implementations, we push our clients to go beyond the immediate ask and create solutions that are bolder, more resilient, and built to drive long-term value.
Let's transform and innovate, together.
“As businesses look to Finance to do more, PwC is a strategic OneStream partner in helping Finance move from reactive reporting to forward-looking decision-making. Together, we enable Finance teams to unify essential planning and reporting functions, anticipate risk, and steer their businesses toward higher-confidence growth. PwC’s expertise unlocks the full value of the OneStream platform, empowering Finance leaders to predict what’s ahead, react faster with better insight, and create long-term strategic value across the enterprise.”
Stephanie Cramp | SVP, Global Alliances OneStream SoftwareFind the solution that suits your business needs
Explore solutions that help you solve your most pressing business challenges and further increase the capabilities of your existing OneStream implementation.
Case Studies
PwC has worked with companies around the world and across all industries on their OneStream implementations.
Here are a few examples of how we’ve helped.
Consumer sporting company
Challenge:
Enterprise-wide transformation driven by the CEO and CFO required full integration and standardization of ERP, planning, and reporting systems
Legacy process for data preparation for legal and management reporting was fragmented, uncontrolled, and disconnected
Data traceability from ERP to legacy system was severely limited by complex mapping rules that were inconsistently applied across entities
Historical data migration and transformation efforts were hindered by inseparable topside adjustments blended with imported data
How did we help:
Design: Redesigned the data model to streamline consolidation and planning processes
Build: Established automated ERP connections to replace manual data transfers and developed transformation rules to align data
Train: Support for change enablement through in-person training in Europe and the US. Worked closely with application owners and administrators, live reviewing the build throughout the project
Test: Confirmed consistent and reliable reporting outputs through testing of transformations and calculations
Data: Improved data integrity by placing data control in the hands of corporate, removing the ability for local accounting to adjust the data outside of the ERPs
How did it go?
Replaced legacy consolidation and planning systems
Improved transparency from source ERP to OneStream data model
Provided drill-through and standardized reporting from consolidated to GL data
Streamlined forecasting and planning with one integrated reporting environment
Centralized the data control and added controller certification to boost data accountability
Empowered over 300 users with timely, precise financial insights
Manufacturer of industrial and commercial cleaning equipment
Challenge:
Establish a platform for consolidation, planning and reporting to capture near-term value ahead of global S/4 HANA rollout
Regional differences in accounting and planning made it difficult for corporate to understand operational performance
Excessive flexibility in reporting resulted in lack of standardization
The existing data model was outdated and misaligned with reporting needs
How did we help:
Design: Led stakeholder sessions to define planning, consolidation, and reporting needs; expanded scope to include CAPEX and workforce planning
Build: Developed direct ERP connections and standardized input forms and reports to support ~150 users
Train: Delivered training to system administrators and end users to drive adoption
Test: Conducted SIT, UAT, and mock month-end close and 9+3 forecast runs to confirm process integrity
Data: Assessed four years of historical data to confirm consistency in financial statement mappings and calculations
How did it go?
Enabled consolidated financial and planning processes across entities using OneStream
Integrated with SAP S/4 HANA for reporting, capital, and workforce data collection
Established a unified data model and input forms for consistent variance analysis
Empowered business units with drill-down reporting, reducing the need to engage local teams
Improved visibility into business unit performance through standardized and automated reporting
Global automotive manufacturer
Challenge:
Varying levels of maturity across business units and regions
Lack of standardized processes, with inconsistent reporting requirements by stakeholder
Unique part and project structures per plant, increasing complexity
Heavy reliance on Excel and disconnected systems created manual inefficiencies
Limited automation and drill-down reporting capabilities
Excessive time spent on planning activities
How did we help:
Design: Facilitated global design workshops across NA, EU, and APAC to define business and technical requirements. Produced RTMs, design documents, and a harmonized data model
Build: Integrated multiple ERP systems with OneStream, creating standardized statistical templates and leveraging the Excel Add-in
Train: Delivered training sessions (virtual and in-person) for admins and end users, supported by materials and quick reference guides
Test: Conducted parallel testing alongside HFM legacy system and assessed new FP&A solutions through SIT and UAT
Data: Successfully loaded and assessed historical data and completed integrations
How did it go?
Faster and more streamlined budgeting and forecasting process
Common identifiers to harmonize and connect divisional data across groups, functions and systems
Improved consistency and transparency in FP&A processes
Established a single platform for financial planning, reporting, and analysis
Investment Bank
Challenge:
Disparate systems across the organization created inefficiencies.
Legacy EPM tools for consolidation, reporting, and reconciliation lacked integration and consolidation relied heavily on Excel.
Intercompany eliminations and journal management were lengthy and manual.
Data analysis was time-consuming and largely manual.
How did we help:
Design: Redesigned the data model to streamline consolidation and planning processes
Build: Utilized API Connector to pull in SAP data feeding actuals for Consolidations and Account Reconciliation. Built custom reports to track intercompany aging, unsub aging, etc.
Train: Conducted Admin and End User training sessions for 100+ users utilizing OneStream for Consolidations and Account Reconciliations.
Test: Conducted User Acceptance Testing providing extensive test scripts with relevant scenarios that end users and admins would encounter. Conducted parallel testing for close
Data Validation: Supported client IT to create automated validations to ensure SAP data flowed properly into OneStream based on the transformation rules applied
How did it go?
Data model was structured to incorporate all aspects of current and future phases, spanning across Consolidations, Account Reconciliations, Cost Allocations, FP&A, etc.
Automated the manual processes and system validation checks
Created processes and enabled tool functionality to reduce the manual data inputs
Standardized consolidation processes for a fully integrated company
Consolidated multiple substantiation tools across the Bank and Securities groups to a single Account Reconciliation module ensuring standard policies, procedures, and reports are utilized across the organization
Multichannel video programming distributor – A finance transformative journey
Challenge:
Following its separation from a broader parent company, the newly formed standalone company embarked on a finance transformation journey to streamline the management reporting process, reduce manual efforts and implement a common planning and reporting platform.
Desire to implement a standalone EPM system serving as a single source of truth
Interim process was manual and time intensive
Lack of data availability and self service capabilities available to end users
Insufficient level of detail in COA structure to identify revenue or expense at the product level
Unable to obtain financial and metric reporting to support product/activity based P&Ls
How did we help:
Across the span of four months, a diverse PwC team (US, AC, Talent Exchange) lead the implementation of the OneStream product through delivery of the following key areas:
Design - Conducted design sessions with key stakeholders to understand and develop the most efficient data structure to allow the distributor to report, budget, and manage the business
Build - Configuration of 13 dimensions, three sets of allocation business rules, custom allocations for 34 P&L line items, 25 custom built management reports (including four product P&Ls and reporting for subscriber metrics/KPIs)
Train - Hosted two onsite training sessions at client site to train 70+ end users and demo the platform
Test - Conducted UAT & SIT (53 cases) to ensure proper application functionality for end users and admins
Data validation - Validated ten months of historical data between legacy system and OneStream to ensure integrity and accuracy
How did it go?
By collaborating with an engaged FP&A team, the project was able to successfully Go-Live with OneStream, a tool that will help them efficiently plan and report using a single source of truth.
PwC helped develop a new allocation methodology within OneStream, which allowed them to generate product specific P&Ls with detailed revenue and functional expense data – addressing key pain points from the previous reporting.
The solution has decreased the repetitive and time intensive tasks required to generate accurate management reporting outputs so that they can drive effective decision making. Additionally, end users have greater access to transparent and real time financial data compared to the legacy process.
Commercial stage biotechnology company – Upgrading to a new EPM tool
Challenge:
This company was looking to upgrade from their timely and manual intensive offline excel close process to a new EPM tool with financial consolidation, account reconciliation and financial planning capabilities. The company was looking to address the following key business objectives driving need for change:
Develop a standard corporate data model created in OneStream and create a common view for finance (integrated CoA)
Promote consistency and provide additional visibility into operational expense reporting and trial balances
Develop automated integrations from S/4 HANA to pull data for account recs and financial consolidations with added drill back capability.
Leverage intercompany dimension to help achieve required elimination structures through consolidation methods, ownership structures and journal management
How did we help:
Across the span of four months, a diverse PwC team (US and AC) helped lead the implementation of the OneStream product through delivery of the following key areas:
Design - Conducted design sessions with key stakeholders to understand and develop the most efficient data structure to allow finance to efficiently close, report, budget and manage the business
Build - Configuration of an integration solution between S/4 HANA and OneStream, a unified OneStream chart of accounts, and a financial consolidation, account reconciliation, and financial planning solution
Train - Hosted two onsite training sessions for end users and various additional sessions for system admins and functional process owners. Training decks and other materials provided
Test - Conducted UAT & SIT (51 cases) to ensure proper application functionality for end users and admins
Data validation - Loaded and validated 22 months of historical data from SAP ECC and S/4 HANA to ensure integrity and accuracy
How did it go?
By collaborating with an engaged finance and accounting team, the project was able to successfully Go-Live with OneStream, a tool that will help them efficiently close and report using a single source of truth.
PwC helped develop a new OneStream application with dimensionality sourced from S/4 HANA for financial consolidations, account reconciliations and financial planning.
As a result of this implementation, they will utilize OneStream capabilities for consolidations of all entities. OneStream will be integrated with S/4 HANA. Applicable “Actuals” dimensions are to be mirrored from S/4 HANA to OneStream to support financial consolidations, account reconciliations, and reporting. Additionally, the client will leverage OneStream to aggregate financial planning data through input forms for reporting and variance analysis.
Northeast Utility provider – Modernizing technology and resources, and aligning to a cloud-based strategy
Challenge:
Legacy technology that was running out of vendor support and did not have a clear upgrade path
Limited internal resources with full knowledge of the end to end consolidation process and application configurations
Wish to become more modern and align with IT’s Cloud-based strategy
What did we help:
Design - leveraging existing relationships and understand of client data and processes was able to confirm requirements and adapt to leading OneStream design
Build - provided guidance on historical data archiving to meet regulators needs
Train - Hosted two onsite training sessions for end users and various additional sessions for system admins and functional process owners. Training decks and other materials provided
Test - Conducted UAT and SIT to ensure proper application functionality for end users and admins
How did it go?
By collaborating with an engaged finance and accounting team, the project was able to successfully implement a modern technology platform, allowing for the retirement of on-premise servers that had increased security risks.
PwC helped develop a technical architecture that facilitates an end-to-end automated data integration.
As a result of the implementation, they were able to use out of the box functionality and decreased reliance on custom rules to meet business needs.
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