Turn FinanceComplexity intoClarity.

Challenge — Planning data loads for Retail Banking, Wealth Management, and Treasury took up to five hours to run, with FP&A analysts manually intervening at nearly every step of the cycle.

Approach — Our OneStream specialists redesigned the data load and reporting architecture, replacing iterative member scripts with automated pipeline logic and rebuilding Cube Views for enterprise-scale data volumes.

Result — Planning data load time dropped from five hours to thirty minutes, with single-click automation eliminating manual intervention across the full planning cycle.

Challenge — The legacy Hyperion build was undocumented, difficult to staff, and increasingly at risk of failure during a live close — but the business could not tolerate a disrupted reporting cycle during the transition.

Approach — We re-platformed metadata, consolidation logic, and historical data natively in OneStream, running the new environment in parallel against live Hyperion results for two full close cycles before cutover.

Result — The organization moved onto OneStream with a fully validated parallel run, retired its legacy Hyperion licensing, and closed on schedule throughout the transition.

Challenge — The internal team lacked bandwidth to both maintain the existing OneStream environment and deliver a new budgeting workflow before the fiscal year-end deadline.

Approach — eData Advisory embedded two senior OneStream consultants directly into the client's team for a fixed engagement window, working under the client's own project management and toolset.

Result — The new budgeting workflow launched on schedule for year-end, and the client released the augmented capacity once the peak season concluded — no long-term headcount added.