---
title: OneStream Implementation Success Stories | CompIntelligence
description: CompIntelligence partners with leading companies to implement OneStream, enhancing financial processes, reporting, and planning for improved efficiency and data visibility.
---

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- Consulting
- Software
- Customer Success
- Resources
- [About](https://www.compintelligence.com/about-us)

[Contact Us](https://www.compintelligence.com/case-studies-compintelligence#quote-popup)

- [OneStream](https://www.compintelligence.com/onestream)
  
    - [CPM Express](https://www.compintelligence.com/cpmx)
    - [SensibleAI™](https://www.compintelligence.com/onestreamsensibleai)
    - [Financial Close to Report](https://www.compintelligence.com/financial-close-consilidation)
    - [FP&A](https://www.compintelligence.com/fp-a)
    - [Education](https://www.compintelligence.com/education)
    - [Managed Services](https://www.compintelligence.com/corporate-performance-management/managed-services/)
    - [ESG](https://www.compintelligence.com/esg)
  
  
  
  
  
  
  [Equity Compensation](https://www.compintelligence.com/equity-compensation)
  
    - [Recruiting & Staffing](https://www.compintelligence.com/equity-compensation/recruiting-staffing)
    - [Advisory Services](https://www.compintelligence.com/equity-compensation/advisory-services)
    - [Equity Accounting](https://www.compintelligence.com/equity-accounting)
    - [Managed Stock Plan Services](https://www.compintelligence.com/managed-stock-plan-services)
    - [Technical Services](https://www.compintelligence.com/equity-compensation/technical-services)
  
  
  
  
  
  
  
  
  CompIntelligence provides comprehensive consulting solutions for both OneStream Software and Equity Compensation, backed by decades of experience and best-in-class technology. Our expert team has a proven track record of success. Empowering customers to achieve greater efficiency, accuracy, and scalability is our passion. Schedule a call with us today so we can get you on the right path.

- [CompAnalytics](https://www.compintelligence.com/companalytics)
  
  
  
  
  
  [CompXchange](https://www.compintelligence.com/hr-payroll-integration)
  
  
  
  
  
  [ESOP](https://www.compintelligence.com/employee-stock-ownership-plan)

- Customer success
  
    - [Testimonials](https://www.compintelligence.com/testimonial)
    - [Client Roster](https://www.compintelligence.com/client-roster)

- [Resources](https://www.compintelligence.com/case-studies-compintelligence#quote-popup)
  
    - [Blogs](https://blog.compintelligence.com)
    - [Webinars](https://www.compintelligence.com/webinar-listing)
    - [Case Studies](https://www.compintelligence.com/case-studies-compintelligence)
    - [Careers](https://www.compintelligence.com/careers)
    - [Help Desk](https://support.compintelligence.com/support/login)

![Screenshot 2026-06-18 115206](https://www.compintelligence.com/hs-fs/hubfs/Screenshot%202026-06-18%20115206.jpg?width=490&height=476&name=Screenshot%202026-06-18%20115206.jpg)

![Untitled (1200 x 644 px) (4000 x 644 px)](https://www.compintelligence.com/hs-fs/hubfs/Untitled%20(1200%20x%20644%20px)%20(4000%20x%20644%20px).png?width=2000&height=322&name=Untitled%20(1200%20x%20644%20px)%20(4000%20x%20644%20px).png)

#### 5 Workforce Compensation Pitfalls Planning Pitfalls

Labor is often a company's largest operating expense. Yet workforce planning remains one of the most difficult areas to forecast accurately. Why?

Because compensation data is often fragmented across HR, payroll, finance, equity, and spreadsheets, making it difficult to understand the true cost of...

[Download](https://www.compintelligence.com/case-studies-compintelligence#formid-1)

<https://www.compintelligence.com/hubfs/Download_5%20Workforce%20Compensation%20Pitfalls_Lead%20Magnet%20(1).pdf>

![](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%207546780%20(2).svg)

## Download Case Study

![Terex OneStream Implementation](https://www.compintelligence.com/hs-fs/hubfs/Compintelligence%202024/Images/Frame%201597883495%20(4).png?width=661&height=520&name=Frame%201597883495%20(4).png)

![layer1](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/layer1.svg)

#### Terex OneStream Implementation

Terex Corporation, a global manufacturing company, implemented OneStream with CompIntelligence to replace their fragmented financial consolidation, budgeting, and planning systems (including Oracle Hyperion). Their OneStream implementation provided a single, unified Corporate Performance Management...

[Download](https://www.compintelligence.com/case-studies-compintelligence#formid-2)

<https://www.compintelligence.com/hubfs/Case%20Studies/OneStream%20Terex%20Case%20Study_08.21.23.pdf>

![](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%207546780%20(2).svg)

## Download Case Study

![Antares Capital OneStream Implementation](https://www.compintelligence.com/hs-fs/hubfs/Compintelligence%202024/Images/Frame%201597883495%20(3).png?width=610&height=386&name=Frame%201597883495%20(3).png)

![antares-capital](https://www.compintelligence.com/hs-fs/hubfs/Compintelligence%202024/Images/antares-capital.png?width=193&height=76&name=antares-capital.png)

#### Antares Capital OneStream Implementation

Antares Capital, a financial services company, partnered with CompIntelligence for their OneStream implementation. They sought a tool to calculate loan-specific financial data and improve executive reporting. Their OneStream implementation streamlined financial consolidation, budgeting, financial...

[Download](https://www.compintelligence.com/case-studies-compintelligence#formid-3)

<https://www.compintelligence.com/hubfs/Case%20Studies/Case%20Study_Antares_9.9.24%20(FOR%20WEBSITE).pdf>

![](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%207546780%20(2).svg)

## Download Case Study

![Ares OneStream Implementation](https://www.compintelligence.com/hs-fs/hubfs/Compintelligence%202024/Images/Frame%201597883495%20(5).png?width=661&height=520&name=Frame%201597883495%20(5).png)

![g36245](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/g36245.svg)

#### Ares OneStream Implementation

Ares Management Corporation, a global alternative investment manager in the financial services industry, partnered with CompIntelligence to implement OneStream for improved Assets Under Management (AUM) reporting. Their OneStream implementation automated AUM roll forwards, replaced complex Excel...

[Download](https://www.compintelligence.com/case-studies-compintelligence#formid-4)

<https://www.compintelligence.com/hubfs/Case%20Studies/Case%20Study_Ares_9.9.24%20(FOR%20WEBSITE).pdf>

![](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%207546780%20(2).svg)

## Download Case Study

![Shea Homes OneStream Implementation](https://www.compintelligence.com/hs-fs/hubfs/Compintelligence%202024/Images/Frame%201597883495%20(6).png?width=661&height=520&name=Frame%201597883495%20(6).png)

![image 11 (1)](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/image%2011%20(1).svg)

#### Shea Homes OneStream Implementation

Shea Homes, one of the largest private homebuilders in the U.S., partnered with CompIntelligence to implement OneStream to replace their complex forecast and planning tools. Their OneStream implementation streamlined the financial planning process, improved data visibility and financial reporting,...

[Download](https://www.compintelligence.com/case-studies-compintelligence#formid-5)

<https://www.compintelligence.com/hubfs/Case%20Studies/Case%20Study_Shea%20Homes_9.9.24%20(FOR%20WEBSITE).pdf>

![](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%207546780%20(2).svg)

## Download Case Study

## Let's stay in touch!

[![compintelligence](https://www.compintelligence.com/hubfs/Compintelligence%202024/Images/Group%20263.svg)](https://www.compintelligence.com)

CompIntelligence helps you get the most value from your software investments and overcome financial performance and equity compensation challenges.

<https://www.linkedin.com/company/compintelligence/>

<https://twitter.com/compintelepm>

##### Consulting

###### [OneStream](https://www.compintelligence.com/onestream)

- [Financial Close to Report](https://www.compintelligence.com/financial-close-consilidation)
- [FP&A](https://www.compintelligence.com/fp-a)
- [Education](https://www.compintelligence.com/education)
- [Managed Services](https://www.compintelligence.com/corporate-performance-management/managed-services/)
- [ESG](https://www.compintelligence.com/esg)

###### [Equity Compensation](https://www.compintelligence.com/equity-compensation)

- [Recruiting & Staffing](https://www.compintelligence.com/equity-compensation/recruiting-staffing)
- [Advisory Services](https://www.compintelligence.com/equity-compensation/advisory-services)
- [Managed Stock Plan Services](https://www.compintelligence.com/managed-stock-plan-services)
- [Technical Services](https://www.compintelligence.com/equity-compensation/technical-services)

##### Software

###### [CompAnalytics](https://www.compintelligence.com/companalytics)

- [HR Payroll Integration](https://www.compintelligence.com/hr-payroll-integration)
- [Total Rewards Portal](https://www.compintelligence.com/total-rewards-portal)
- [Grant/Bonus Recommendation](https://www.compintelligence.com/grant/bonus-recommendation)
- [ESOP](https://www.compintelligence.com/employee-stock-ownership-plan)

##### Customer Success

- [Testimonials](https://www.compintelligence.com/testimonial)
- [Client Roster](https://www.compintelligence.com/client-roster)

##### Resources

- [Blogs](https://blog.compintelligence.com)
- [Help Desk](https://support.compintelligence.com/support/login?__hstc=233546881.231e1af04f43a17143ca0443b7e85de5.1738920051440.1740545380132.1740562083843.46&__hssc=233546881.71.1740562083843&__hsfp=2021807260&hsCtaTracking=3cf04be3-3773-4a22-81a6-d0dfecffbee9%7Cf9eebd7a-4353-47f1-bd1c-61996e75d42a)

##### About

- [About us](https://www.compintelligence.com/about-us)

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