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Empower SeamlessAdoption

Rolling out a new application requires more than just technical expertise – it demands a thoughtful and strategic approach to change management. Ensuring the successful adoption of OneStream means preparing your users for the transition, addressing their concerns, and equipping them with the tools and knowledge they need to thrive. At CompIntelligence, we help you foster user confidence and engagement by delivering tailored training, clear communication, and ongoing support, paving the way for a smooth implementation and long-term success with OneStream.

User AdoptionThroughout Implementation

Training with OneStream isn’t a one-time event – it’s an ongoing process that supports you at every critical stage of your OneStream implementation. At CompIntelligence, we’re with you every step of the way, providing tailored support and guidance to help you navigate each milestone on your journey to success.

The CompIntelligence Education practice "CompTraining" was launched 11 years ago from our roots in Oracle Hyperion. Today, we are the leading Global Authorized OneStream Training Partner delivering public classes on behalf of OneStream. We offer real-world applications with hands-on exercises, field-experienced instructors, and live instructor-led training delivered virtually or on-site.

Course(s)

Audience

Initiation
Core Team Training

CI Project Team Training

Core Team involved in the Implementation

Requirements & Design
Administrator Training

OS Public GSWOS + Administration

1-3 Named Admins

Iterative Build
Design Custom Training

OS Public GSWOS + Administration

1-3 Named Admins

Frame (6)

Sample of ourCustomClasses

For CPE credits, our custom training process aligns each user's role with their work and data, ensures Day 1 of Go-Live readiness, and includes comprehensive manuals with flexible delivery options.

2 Days - 16 CPE Credits

Project Team Training
  • 1. Expose the Project Team to OneStream concepts
  • 2. Learn key concepts and terminology
  • 3. Prepare for your design sessions
  • 4. Make timely and educated decisions about the design of your solutions

1 Day - 8 CPE Credits

Consolidation Workflow for Interactive Users

Materials & Exercises are built on your application

  • 1. Class replicates your month-end close processes
  • 2. Easy transition for End Users
  • 3. Retrieve your data with XFGetCell formulas

1 Day - 8 CPE Credits

Budgeting/Forecasting Workflow For Interactive Users

Materials & Exercises are built on your application

  • 1. Class replicates your month-end close processes
  • 2. Easy transition for FP&A Team
  • 3. Analyze forecast data using QuickViews
  • 4. Create Reports using XFGetCell formulas

1 Day - 8 CPE Credits

Reporting Using Spreadsheet Add-In

Materials & Exercises are built on your application

  • 1. Teach all users to write their own reports
  • 2. Explore ad-hoc reporting with QuickViews
  • 3. Reporting with XF Retrieves

1 Day - 8 CPE Credits

Creating Cube Views & Books

Materials & Exercises are built on your application

  • 1. Create a Team of savvy report writers
  • 2. Leverage templates to create cubes views
  • 3. Build dynamic reports using substitution variables and parameters
  • 4. Enhance reports with calculations and formatting

1 Day - 8 CPE Credits

Converting SmartViews to XF Retrieve Workshop
  • 1. Understand the relationship of your OneStream dimensions to HFM
  • 2. Learn to build XFGetCell
  • 3. Formulas in OneStream
  • 4. Easily convert your HSGetValue worksheets to XFGetCell formulas

Ready to take your OneStream
Adoptionto the next level?

Contact Us

OneStream Public Classes taught byCompIntelligence

As the first authorized training partner with the largest, most experienced team in North America, our consultants are recognized as leading educators nationwide.

March 2025

Course

Location

Date & Time

Price
fi_154697-1

OneStream Essentials: Building Basic Reports Instructor Led
fi_535188

CompIntelligence Virtual NA,

Mar 18th 2025 11:00AM (UTC-04:00 / EDT)

$2880
View Details
April 2025

Course

Location

Date & Time

Price

OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led
fi_535188

CompIntelligence Virtual NA,

Apr 1st 2025 09:00AM (UTC-04:00 / EDT)

$3840
View Details

Level 3: Dashboards Instructor Led
fi_535188

CompIntelligence Virtual NA,

Apr 14th 2025 10:00AM (UTC-04:00 / EDT)

$1920
View Details

OneStream Essentials: Building Basic Reports Instructor Led
fi_535188

CompIntelligence Virtual NA,

Apr 22nd 2025 10:00AM (UTC-04:00 / EDT)

$2880
View Details
May 2025

Course

Location

Date & Time

Price

Spanish Delivery-OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led
fi_535188

CompIntelligence Virtual NA,

May 5th 2025 10:00AM (UTC-04:00 / EDT)

$3840
View Details

OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led
fi_535188

CompIntelligence Virtual NA,

May 19th 2025 11:00AM (UTC-04:00 / EDT)

$3840
View Details
June 2025

Course

Location

Date & Time

Price

OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led
fi_535188

CompIntelligence Virtual NA,

Jun 9th 2025 11:00AM (UTC-04:00 / EDT)

$3840
View Details

OneStream Essentials: Building Basic Reports Instructor Led
fi_535188

CompIntelligence Virtual NA,

Jun 16th 2025 11:00AM (UTC-04:00 / EDT)

$2880
View Details

Level 2: Specialty Planning Instructor Led
fi_535188

CompIntelligence Virtual NA,

Jun 23rd 2025 10:00AM (UTC-04:00 / EDT)

$1920
View Details

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