Tech Talks After Hours: CPMx IFRS

Join Aymar Doat and Tom Linton as they explore CPM Express IFRS; a productized implementation accelerator that delivers a pre‑configured, unified financial consolidation and planning foundation with an IFRS emphasis requiring minimal configuration to rapidly improve time‑to‑value.

Key Topics Covered

• CPM Express purpose: an accelerator that reduces time to value by providing a pre-configured implementation template built on Genesis UI, the financial closing and consolidation solution, and Solution Exchange — designed as a project starting point, not a modification tool for existing implementations
• Blueprint as the foundation: a collection of best practices and design suggestions from OneStream's distinguished architects that underpins CPM Express; originally delivered as a GAAP offering, now extended with an IFRS flavor to address the distinct needs of IFRS-reporting organizations
• GAAP vs. IFRS distinctions: the IFRS offering includes nuances and configurations not required for GAAP customers — this session focuses specifically on those IFRS-specific elements
• Core offering plus flexible add-ons: CPM Express has a core implementation covering fundamentals, with optional add-on modules including people planning, transaction manager, and others depending on the client's needs
• Phased vs. parallel implementation: implementers can choose between a phased or parallel rollout approach depending on the organization's readiness and project constraints
• Key implementation benefits: improves time to value, simplifies the implementation project, provides a known and predictable deliverable, and reduces technical debt by establishing guardrails and best-practice structure from the outset
• Crowdsourced development model: CPM Express evolves based on feedback from the field — future releases are expected to incorporate suggestions from partners and customers, continuously improving the offering over time
• Pre-mapped account structure for cash flow: the solution ships with accounts already mapped to source accounts and flow categories, eliminating significant manual configuration; Excel export/import is available for bulk editing with version rollback capability
• Effective from/to date functionality: account and behavior configurations support effective dating, giving implementers flexibility to manage changes that take effect at a specific point in time
• Cash flow dashboards: the solution includes standard reports plus dedicated dashboards for cash flow reconciliation — a direct drill view allows users to open individual cash flow accounts and trace the amounts flowing into them
• Reusability of components: certain components such as the cash flow solution can be extracted from CPM Express and imported into other existing applications, making them useful as inspiration or as standalone accelerators beyond the full CPM Express context
• Training and enablement: a three-day hands-on training course is available for implementers and administrators, covering Genesis, the landing page experience, and detailed exercises across the CPM Express IFRS solution