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End-to-End
OneStream Advisory & Implementation Services

EXPLORE ONESTREAMCONTACT US
400+
EPM/CPM Projects
100%
Referenceable Customers

20+

Avg. Years of Experience

Gold
OneStream Partner

Our Mission

What We Do

Aptelligence, a OneStream Partner founded by finance and technology professionals, is dedicated to helping our clients maximize their OneStream investment.

We believe success begins with one key element: Strategy

While the execution of milestones is critical, aligning Strategy before Execution ensures that every solution is in sync with a broader, holistic strategy, ultimately delivering maximum value.

Our mission is simple – “Maximize Your OneStream Investment”

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Our Services

New to OneStream Customers

Leverage the depth of experience of our team to help you determine the best CPM roadmap for your organization.

  • Advisory / Roadmap
  • Implementation
  • Online Implementation Estimate
  • QuickStream – Rapid Prescribed Implementation

 

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Existing OneStream Customers

Get the most out of your OneStream investment knowing that our consultants are solving problems and prioritizing issues.

  • Health Checks
  • Upgrades
  • Enhancements
  • Managed Services

 

Industries

Financial Services

We work with clients that have a balance sheet focus, regulatory reporting needs, complex entity structures, focused strategic planning processes, and other specific needs.

High Technology

We help organizations implement solutions to help them manage the economic ups & downs of the high-tech industry with OneStream.

Manufacturing

Manufacturing organizations closely manage financial results with detailed revenue planning, people planning, capital planning, overhead cost planning, and detailed variance analysis.

Services

We work with airlines, hotels, restaurants, and other services organizations with needs around heavy multi-site operational metrics reporting, long-term planning, and capital planning.

Healthcare

We understand the unique needs of healthcare reporting, budgeting, financial analysis, and strategic planning.

Not-for-Profit

Not-for-profit organizations benefit from planning, reporting & financial close efficiency including multi-year grant reporting.

Higher Education

We work with clients that have a balance sheet focus, regulatory reporting needs, complex entity structures, focused strategic planning processes, and other specific needs.

Aerospace & Defense

We help A&D organizations implement solutions to help them control costs with OneStream. Solutions include project-based planning of revenue and costs.

Insurance

Insurance organizations manage third-party agents and report on key policyholder statistics with OneStream.

Construction

Commercial construction organizations and homebuilders benefit from flexible tools to plan and analyze long-term plans, project profitability, and ROI.

Retail

Retailers manage merchandising, stores, distribution, warehouse, home office and capital spending with OneStream.

Real Estate

Real estate investors benefit from planning, reporting & financial close efficiency including property reporting.

Experience

* This is a partial list of clients our consultants have experience working with

Case Studies

Irresistible Foods Group

Irresistible Foods Group is a family of authentic food & beverage brands that are beloved by their consumers for its irresistible products, uniquely connected through its shared values, and sold in the Perimeter.

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ICU Medical

ICU Medical products are designed to prevent bloodstream infections and protect healthcare workers from exposure to infectious diseases or hazardous drugs.

Twist Bioscience

Twist Bioscience is a public biotechnology company based in South San Francisco that manufactures synthetic DNA and DNA products for customers in a wide range of industries.

Lamps Plus

Lamps Plus, Inc. is a privately held corporation that designs, manufactures, and sells portable lighting, fixture lighting, furniture, home décor items and a variety of other related products.

Services

  • New OneStream Customer
  • Existing OneStream Customer

Who We Are

  • Company Overview
  • Milestones
  • Management Team
  • Consulting Team

OneStream

  • Explore OneStream
  • Hands-On Workshop
  • CPM Express