Assess OneStream software for use as annual financial reporting tool. Determine design and scope for the implementation project.
Phase I of the AFR Software Replacement project is the execution of loading data, defining workflows and building reports.
Our project partners are Excel Global Partners (EGP) and Black Diamond Advisory.
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January 2022
Pre-Phase I Kick-off -
April 2022
Design Document Signed, Phase I Begins -
July 2022
Validate FY 2021 AFR Reports in OneStream -
September 2022
Pilot FY 2022 AFR in OneStream -
July 2023
Open FY 2023 AFR Processing to All Members