Daniel Ivanh Calcaneo Mendez's Linkedin Analytics

How to Select the Right CPM/EPM Tool: A Safe Route to Financial Agility Choosing a CPM/EPM platform isn't just a technical decision—it's a strategic one. 🚀 With so many options like OneStream Software, Oracle EPBCS, and Anaplan, how do you ensure you're on the right path? In this post, I share a 16-step checklist to help organizations: ✔️ Clarify strategic needs ✔️ Align stakeholders ✔️ Avoid costly missteps ✔️ Choose the tool that fits both current and future growth 🧠 Whether you're prioritizing AI-driven forecasting, real-time consolidation, or multi-entity scalability, this guide helps finance leaders make confident, informed decisions. 👇 Check out the full article and save it for your transformation roadmap: 🎯 Which step has been most critical in your tool selection journey? Let’s share and build toward better finance together. #FinanceTransformation #EPM #CPM #OneStreamSoftware #OracleEPBCS #Anaplan #SPLASH2025 #DigitalFinance #FPA #FutureOfFinance

💡 Topic 5 of 16: 77 Ways to Use OneStream in Finance – Series (5/16) Today, we’re going BIG. This list is meant to inspire you, help build your business case, and uncover value. 📘 Categorized for Clarity: Grouped into 7 key categories — so you can easily explore by priority or team. 🧩 1. Financial Consolidation & Close Legal Consolidation Management Consolidation Multi-GAAP Reporting (e.g. IFRS, US GAAP, MXN Norms) FX Translation / IAS 21 Intercompany Matching & Elimination Minority Interest Management Sub-Consolidations Journal Entries Currency Triangulation Audit Trail Reporting Task Manager Close Calendar Coordination Post-Close Commentary Collection Supplemental Data Collection Leasing (IFRS 16 / ASC 842) 📊 2. Financial & Operational Reporting Statutory Financial Reports Internal Management Reports Automated Board Books Interactive Dashboards Variance Commentary Report Certification Workflow KPI Tracking Scenario Analysis Real-time Report Bursting Report Distribution by Role Analytic Blend Reporting Excel Embedded Reports Narrative Reporting 📅 3. Planning & Forecasting Annual Budgeting Monthly Rolling Forecast Weekly Forecast Driver-Based Planning Scenario Planning What-If Modeling Zero-Based Budgeting CAPEX Planning OPEX Planning Profitability Planning Product Cost Planning Cash Flow Planning Working Capital Planning Tax Planning Workforce Planning People Planning / Headcount Bonus & Compensation Forecasts Operating Profit Forecasting FX Rate Forecasting Extensibility Planning ESG Planning (Scope 1, 2, 3) Budget vs Actual vs Forecast Alignment 🔌 4. Data Integration & Automation ERP Connectors (SAP, Oracle, NetSuite, etc.) Flat File Upload Automation API Integrations Workflow-Driven Data Collection OneStream Marketplace Solutions Audit-Ready Data Mapping Transformation Rules Source-System Drill-Back Dynamic Member Expansion External BI Tool Feeds (Power BI, Tableau) 🧠 5. Analytics & Insights Profitability by Channel / Region / Product BI Blend Analysis Cube View Charting Waterfall Charts Heatmaps Trend Decomposition Account Reconciliation Dashboards Variance Drivers Tree Data Quality Reporting Performance Indicators Visualization 🛡 6. Governance & Control Data Access by Role Security Audits Workflow Validation Journal Approval Processes Separation of Duties Enforcement End-User Training Guides Usage Analytics & Adoption Dashboards ✅ Final Word: Some of these use cases are out-of-the-box. Some require imagination, configuration, or expert support. But all 77 are real, achievable, and scalable. Want help turning this list into a tailored roadmap for your company? DM me — or drop a comment if you’d like to co-create a visual version of this list with me! 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN #OneStreamSoftware #FinanceTransformation #CPM #EPM #Splash2025 #DigitalFinance #UseCases #CFOAgenda

SPLASH Survival Kit 2025 🚨 Splash is coming… are you ready? 📦 SPLASH Survival Kit 2025 🧭 Topic 6 of 16 — #16TopicsToSplash2025 If it’s your first Splash or your fifth, this is the kit you didn’t know you needed. Packed with tips, tools, and (yes) caffeine strategies — so you can stay sharp, make connections, and not miss the sessions that could shift your career. 🎒 What’s Inside the Kit? ✅ Pre-Conference Game Plan ‣ How to pick the right sessions (based on your OS maturity) ‣ What to do before you even land — networking, demos, and strategy syncs ‣ Top 5 most underrated tracks to catch this year ✅ On-the-Ground Tips ‣ What to pack (laptop? tablet? charger? sneakers? YES) ‣ Where to refuel (coffee + quiet corners for recapping sessions) ‣ When to skip and when to lean in ✅ Post-Splash Power Moves ‣ How to turn session notes into action ‣ Who to follow, message, and partner with ‣ Building your post-Splash "OS Implementation Wishlist" 💡 Bonus: Top 3 Things People Regret NOT Doing at Splash Not scheduling 1:1s with partners or OS experts Only going to technical sessions (and missing strategy talks) Forgetting to document takeaways to share back home 📌 This post is part of my #16TopicsToSplash2025 series — practical, fun, and focused on helping you get the most out of Splash North America 2025. 🔜 Next up: “EPM Before ERP – OneStream Edition” 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN #Splash2025 #OneStreamSoftware #FinanceTransformation #DigitalFinance #CPM #EPM #ConferenceTips #SurvivalKit #TopVoice

EPM Before ERP – OneStream Edition – Series (7/16) Why wait 2 years to unlock value? 💥 Many organizations are stuck thinking they need to overhaul their entire ERP before they can modernize finance. But here’s the truth: “An EPM-first approach gives you agility now — without waiting for ERP deployment.” This post breaks down why EPM before ERP is becoming the new transformation standard — and why OneStream is built for this exact play. 🚀 Why EPM Before ERP? ERP upgrades can take 12–36 months, with significant costs, resource tension, and disruption risk. Meanwhile, EPM platforms like OneStream allow you to: ✅ Start gaining insights in weeks ✅ Deliver consolidated reporting even if your ERP data is fragmented ✅ Enable strategic planning while your ERP backend is still being built 💡 The Strategic Case ERP-Led TransformationEPM-First TransformationLong timeline to insightRapid value deliveryFragmented planning & reportingUnified across entities/systemsHigh cost before ROI showsMeasurable gains in < 6 monthsBack-office focusStrategic enablement 📊 What OneStream Unlocks Before ERP Is Ready Legal and Management Consolidation FX and Intercompany Elimination Rolling Forecasts Driver-Based Planning Profitability Modeling KPI Dashboards Scenario Analysis ESG & Workforce Planning Integration with existing ERPs, flat files, and CRMs Real-time data visualization with Analytic Blend 🧠 A Real-World Insight “EPM can bring strategic financial data consistently and periodically, while the ERP upgrade is still underway.” This means finance leaders don’t have to sit on their hands waiting — they can pilot, report, plan, and improve now. ✅ When EPM-First Makes Sense EPM should lead when: You have multiple ERPs across entities You're not sure which ERP you’ll choose yet You need faster insights than ERP timelines allow Planning, forecasting, and reporting are Excel-heavy You want proof of value before full IT investment 🎯 Bottom Line EPM before ERP isn’t a shortcut — it’s a smarter route. It gives finance a head start while ERP gets its act together. And when your ERP is finally ready, your EPM is already in full flight — integrated, trusted, and driving value. Full Article on: https://lnkd.in/gEuwMXzw 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN 🔜 Next Up: "OS as a Superhero" — a fun one, promise. #OneStreamSoftware #FinanceTransformation #EPM #ERP #DigitalFinance #CFOAgenda #Splash2025 #CPM #TransformationStrategy #TopVoice

OS as a Superhero – Series (8/16) 🦸 If OneStream had a cape… what kind of superhero would it be? This post is not just for fun (though it is fun). It’s a creative lens to understand the real-world powers of the OneStream platform — the kind that turn stressed-out finance teams into calm, confident decision-makers. Because if Excel is your trusty sidekick, then OneStream is your full-powered superhero. 🦸‍♀️ Superpowers of OneStream (OS) Here’s what makes OS the finance superhero every organization needs: 🛡️ Unifier of Universes Power: Combines planning, consolidation, reporting, and analytics into one platform. Hero Move: Saves teams from using 5+ disconnected tools. Translation: No more manual reconciliations between versions — just truth, one time, one place. ⚡ Lightning Integrator Power: Connects to ERPs, flat files, CRMs, HRIS — seamlessly. Hero Move: Loads and transforms millions of records faster than your Monday coffee. Translation: Data from anywhere, cleaned and ready — no IT ticket required. 🔮 Forecaster Supreme Power: Rolling forecasts, scenario planning, and driver-based models in real time. Hero Move: Sees what’s coming and helps you pivot. Translation: You’re never stuck with last quarter’s assumptions again. 🕶 The Invisible Auditor Power: End-to-end audit trails, controls, validations. Hero Move: Spots errors before they become problems. Translation: Audit season just got 50% less stressful. 🧠 The Logic Architect Power: Business rules that adapt to your models, entities, regions, and needs. Hero Move: Builds complex logic with low-code or no-code flexibility. Translation: Your apps work exactly how your business runs — not the other way around. 🧰 Supporting Cast (Marketplace Avengers) OneStream doesn’t work alone. It brings a team of specialized Marketplace solutions: Task Manager = The Planner Account Reconciliation = The Reconciler Thing Planning (CAPEX, People, ESG) = The Strategist BI Blend & Dashboards = The Visualizer Connector Solutions = The Integrator 🎯 So what’s the real message here? OneStream isn’t just software. It’s a platform with superpowers built for: ✅ Finance agility ✅ Enterprise resilience ✅ Transformation at your own speed It doesn’t replace your ERP — it amplifies your whole business ecosystem. 📌 What’s your favorite OneStream superpower? Drop it in the comments. 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN 🔜 Next Up: “AI Inside OneStream” – We’re going from superhero to superintelligence. #OneStreamSoftware #Splash2025 #DigitalFinance #FinanceSuperpowers #CFOAgenda #TransformationStrategy #EPM #CPM #TopVoice #FinanceFun

🚀 From Zero to Legend – your OneStream Software journey starts here. Whether you’re a newcomer or just feeling stuck in the basics, this guide will show you how to go from “What even is a Cube View?” to confidently driving value with OneStream like a pro. This post is for: ✅ Finance professionals entering the OneStream universe ✅ Teams adopting OneStream post-implementation ✅ Leaders who want to scale the platform’s value You don’t need to be a technical expert. You need the right roadmap. 🎯 The OneStream Growth Journey (5 Levels) Level 0: Observer 👉 You’ve heard of OneStream. That’s it. 🧭 Next Step: Learn the lingo — Cube Views, Workflows, Dimensions, and Dashboards. Level 1: Explorer 👉 You can navigate the platform, but don’t feel confident. 🧭 Next Step: Build a basic Workflow. Understand the data flow from Source to Cube. Level 2: Operator 👉 You’re using it for Planning or Close cycles but need help for custom tasks. 🧭 Next Step: Learn how to build Forms, create Dashboards, and manage Metadata. Level 3: Strategist 👉 You’re driving automations, building reports, and mentoring others. 🧭 Next Step: Learn Extensibility, get certified, and join community forums. Level 4: Legend 👉 You optimize processes, innovate use cases, and co-lead the finance vision. 🧭 Next Step: Build multi-solution applications and shape the roadmap with stakeholders. 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN #OneStreamSoftware #Splash2025 #FinanceTransformation #DigitalFinance #CPM #EPM #TopVoice #FromZeroToLegend

🚨 Save this post – your personal guide to Splash 2025 is here. Over the next month, I’ll be sharing 16 key topics that will get us ready to experience Splash North America 2025 like never before. Whether you're already working with OneStream Software, exploring CPM/EPM tools, or transforming your finance function, this series is packed with practical value, technical insights, and a touch of fun. Each topic will be posted right here on LinkedIn — and I’ll keep this post updated with direct links so you can access everything in one place. 📚 Your Index to the 16 Topics to Splash 2025 ✅ [1] Welcome to the Countdown → (Live) ✅ [2] How to Select the Right CPM/EPM Tool – (Live) ✅ [3] From Zero to Legend: Mastering OneStream – (Live) ✅ [4] Books About OneStream – (Live) 🔜 [5] 77 Ways to Use OneStream in Finance – April 21 🔜 [6] SPLASH Survival Kit 2025 – April 23 🔜 [7] EPM Before ERP – OneStream Edition – April 25 🔜 [8] OS as a Superhero – April 27 🔜 [9] AI Inside OneStream – April 29 🔜 [10] GAN AI – How to Take Advantage of It – May 1 🔜 [11] 10 Admin Secrets You Should Know – May 3 🔜 [12] Account Rec: OneStream's Underrated Power – May 4 🔜 [13] How to Talk to Your OS Crush – May 6 🔜 [14] Excel in OneStream – May 8 🔜 [15] OneStream Dictionary for Normal People – May 10 🔜 [16] CFO Agenda – OS Edition – May 12 📍Follow along, tag your team, and feel free to drop questions along the way. Let’s make this countdown to #Splash2025 insightful, collaborative, and worth every scroll. #OneStreamSoftware #FinanceTransformation #CFOAgenda #DigitalFinance #CPM #EPM #Onestream #TopVoice #SplashNorthAmerica

Los espero en el próximo webinar que explora cómo la Inteligencia Artificial está transformando el sector financiero. Organizado por PwC y OneStream, este evento está programado para el jueves 8 de mayo a las 10:00 AM (hora de México). Temas clave incluyen: -- Automatización de procesos y optimización de la toma de decisiones con IA -- Integración de IA sin código en plataformas financieras unificadas -- Mejora del análisis financiero, la planificación y el control con tecnologías de vanguardia También obtendrás información de casos de uso reales sobre proyecciones de flujo de efectivo, planificación de escenarios y modelado de impacto ESG. Además, aprende cómo los CFOs se están adaptando en la era de la IA para acelerar la transformación financiera. No te pierdas esta oportunidad de aprender de expertos de la industria y descubrir herramientas que pueden agilizar las proyecciones y mejorar la precisión del análisis financiero. Para más información y para registrarte, visita el sitio web de PwC o OneStream: Regístrate aquí. ¡Espero verte allí! #Finanzas #IA #Webinar #PwC #OneStream #TransformaciónFinanciera

Welcome to the Countdown – 16 Topics to Splash 2025 🚨 The countdown begins… In exactly 30 days, we’ll be stepping into Splash North America 2025, the premier global gathering of OneStream innovators and finance transformation leaders. To warm up, I’ll be sharing 16 key topics—technical, strategic, and sometimes a little fun—focused on: - OneStream Software use cases - Implementation best practices - AI integration - And the CFO mindset behind digital transformation Whether you're a consultant, finance lead, or just OS-curious, this series is your roadmap to make the most of #Splash2025. 🎯 Topic 1/16: Welcome to the Countdown Stay tuned — next post: “How to Select the Right CPM/EPM Tool” drops April 15. Let’s get Splash-ready. 🌊💥 #FinanceTransformation #PwCMexico #CFOagenda #Splash2025 #DigitalFinance #EPM #CPM #OnestreamSoftware #CountdownToSplash #TopVoice

🎉 Big news! PwC is thrilled to be a premier sponsor of OneStream Splash 2025 in vibrant Nashville, May 13–15! Come join us as we dive into the future of Corporate Performance Management. Swing by our booth to meet our amazing team and see how we're shaking up the finance world with OneStream. We can’t wait to see you there! 🌟 #PwC #OneStreamSplash2025 #FinanceTransformation #Nashville #Innovation #CorporatePerformanceManagement

📚 Topic 4 of 16: Books About OneStream – Series (4/16) Grateful for this signed copy! As a kid, it was all about a jersey signed by your favorite footballer — Now? It’s a OneStream book signed by the legend who wrote it Michael Malandra. 🙌📘 #Splash2025 #FinanceNerdGoals Save this post if you’re serious about mastering OneStream — because yes, there are books... and more than you think. Whether you're a finance leader, project sponsor, admin, or functional user, this guide will help you find the best reading materials to support your OneStream journey — from strategy to build to optimization. 🧠 Why Books Still Matter in 2025 In a world of demos, webinars, and AI-generated tutorials, books offer something rare: ✅ Structured learning ✅ Authoritative insight ✅ Real-world experience distilled These aren’t fluff reads — they’re your companions on the transformation road. 🔎 The Shortlist: Must-Read Books About OneStream 1️⃣ OneStream Planning: The Why, What & How By Jon Golembiewski 📘 2024 Edition 🎯 Focus: Integrated Planning, Forecasting 💡 Great for: Consultants, FP&A leaders 2️⃣ The OneStream Financial Close Handbook By Roy Googin, Jessica Toner, and Andrea Tout 📘 2024 Edition 🎯 Focus: Financial Close, Reconciliations 💡 Great for: Controllers, Close Teams 3️⃣ OneStream Administrator Handbook By Matt Ha, Eric Hanson, and Jannesa Zhang Technical Editors: Chul Smith and Eric Osmanski 📘 2024 Edition 🎯 Focus: Admin processes, troubleshooting 💡 Great for: Admins at all levels 4️⃣ OneStream Finance Rules and Calculations Handbook By Ryan Connors, Kelly Darren, Jessica McAlpine, Mike Malandra, Mike Queeney 📘 2024 Edition 🎯 Focus: Business Rules, API, logic models 💡 Great for: Technical Admins, Devs, Solution Architects 5️⃣ OneStream Advanced Reporting and Dashboards By Roy Googin, Jessica Toner, Andrea Tout Technical Editors: John Rodgers, Peter Fugere 📘 2024 Edition 🎯 Focus: Reporting UX, Dashboards, Cube Views 💡 Great for: Report designers, UX-focused builders 6️⃣ The OneStream Foundation Handbook By The Architect Factory Team (Peter Fugere, Greg Bankston, Eric Osmanski, Jonathan Golembiewski, and more) 📘 2024 Edition 🎯 Focus: Full-lifecycle implementation methodology 💡 Great for: Project leads, architects, platform owners 📌 Why it stands out: This is the definitive reference. Covering methodology, application design, data integration, performance tuning, and governance — it’s the closest thing to a OneStream “bible.” 7️⃣ OneStream for Executives: What Every Sponsor Should Know Unofficial – shared internally among finance transformation leaders 🎯 Focus: Strategic alignment, platform sponsorship 💡 Great for: CFOs, PMOs, transformation sponsors 8️⃣ Bonus: 📱 OneStream Academy 🎯 Focus: Learning paths, certifications 💡 Great for: Everyone — from beginners to architects 🔗 OneStream Academy 📚 Back to Index → [Link to Master Post] https://lnkd.in/gBjh8EvN