List of OneStream XF SmartCPM Customers
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Since 2010, our global team of researchers has been studying OneStream XF SmartCPM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased OneStream XF SmartCPM for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using OneStream XF SmartCPM for Financial Consolidation and Close include: Ingram Micro, a United States based Distribution organisation with 23500 employees and revenues of $48.00 billion, Endeavour Group, a Australia based Retail organisation with 30000 employees and revenues of $8.08 billion, Cimpress plc, a Ireland based Professional Services organisation with 15000 employees and revenues of $2.89 billion, EFG International, a Switzerland based Banking and Financial Services organisation with 3114 employees and revenues of $1.70 billion, Team Industrial Services, a United States based Professional Services organisation with 5200 employees and revenues of $1.10 billion and many others.
Contact us if you need a completed and verified list of companies using OneStream XF SmartCPM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cimpress plc | Professional Services | 15000 | $2.9B | Ireland | OneStream Software LLC | OneStream XF SmartCPM | Financial Consolidation and Close | 2020 | Archetype Consulting |
In 2020, Cimpress plc implemented OneStream XF SmartCPM to consolidate financial close and reporting across its global brands. The deployment targeted the Financial Consolidation and Close function and replaced SAP BPC, with the program launching in February 2020 and going live with the November 2020 close in Dundalk, Ireland. The engagement centralized finance and consolidation processes to create a single platform for group close and statutory reporting across brands.
Implementation centered on OneStream XF SmartCPM core consolidation and reporting capabilities, with subsequent phases expanding module usage into planning and account reconciliations. Configuration emphasized unified chart of accounts mapping, consolidation rules and intercompany elimination logic, together with reporting models to support group and statutory rollups. Planning and account reconciliation functionality were staged in later phases to extend the platform beyond close to broader financial planning and control.
Archetype Consulting served as the system integrator on the program and executed the build and go live activities. The deployment achieved a reduction in data load times reported in the case study, from about four hours to five minutes after cutover, improving consolidation orchestration and data processing. The platform was positioned to handle close cycle orchestration for multi brand consolidation within the Financial Consolidation and Close scope.
Rollout followed a phased approach with an initial finance and consolidation focus for month end close, followed by phased expansion into planning and reconciliations in phases two and three. Governance adjustments concentrated on centralized process ownership for the month end close and standardized reporting across sites, anchored on OneStream XF SmartCPM and supported by Archetype Consulting.
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EFG International | Banking and Financial Services | 3114 | $1.7B | Switzerland | OneStream Software LLC | OneStream XF SmartCPM | Financial Consolidation and Close | 2017 | n/a |
In 2017, EFG International implemented OneStream XF SmartCPM to modernize budgeting, planning and forecasting within its Finance organization, classified under the Financial Consolidation and Close category. Inplenion provided the process design and implementation services for the OneStream XF SmartCPM platform, targeting a matrixed firm with local entities across multiple jurisdictions and decentralized planning workflows.
The deployment emphasized OneStream XF SmartCPM functional capabilities for unified budgeting, planning and forecasting, including driver based planning, standardized validation and workflow orchestration to support multiple budget iterations. Configuration work focused on centralizing planning logic and control points while enabling business unit specific plans to feed a consolidated planning model, reflecting standard Financial Consolidation and Close functional patterns.
Operational scope centered on EFG’s global finance teams and local entity planners, addressing the challenge of coordinating corporate cost initiatives and maintaining alignment between legal entity structures and business unit plans. The implementation reduced reliance on Excel based distributed workbooks by consolidating planning artifacts into OneStream XF SmartCPM and establishing a single platform for plan orchestration.
Governance and process changes were part of the engagement, with Inplenion delivering process design to enforce standardized validations, approval workflows and plan controls across entities. The stated objective of the OneStream XF SmartCPM deployment was to modernize the planning process and replace Excel driven budgeting, planning and forecasting with a unified Financial Consolidation and Close platform.
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Endeavour Group | Retail | 30000 | $8.1B | Australia | OneStream Software LLC | OneStream XF SmartCPM | Financial Consolidation and Close | 2025 | n/a |
In 2025, Endeavour Group implemented OneStream XF SmartCPM. OneStream XF SmartCPM was introduced as the enterprise Financial Consolidation and Close application to replace SAP Business Planning and Consolidation and to centralize group consolidation and reconciliation workflows.
The implementation scope focused on OneStream Consolidation, Account Reconciliation, and ESG capabilities, with configuration workstreams for intercompany elimination logic, statutory consolidation rules, and account reconciliation automation. Project governance placed the OneStream deployment within the OneEndeavour program, with the Endeavour Group Project Finance lead managing the OneStream implementation alongside the S4HANA ERP Core Finance stream.
Integration work explicitly addressed data exchange between the new SAP S4HANA finance environment and OneStream XF SmartCPM, establishing mappings and an integration layer for general ledger, subledger and master data handoffs to support consolidated reporting and ESG disclosures. Operational coverage targeted group finance and project finance teams in Australia, aligning close schedules and reconciliation ownership across corporate finance functions.
Delivery was positioned in a design phase with implementation preparation running in parallel to the S4HANA program, using program-level coordination to sequence account reconciliation and consolidation cutovers. Governance emphasized project management oversight, configuration controls, and process alignment between ERP transactional finance and the Financial Consolidation and Close application to ensure consistent close and disclosure workflows.
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Ingram Micro | Distribution | 23500 | $48.0B | United States | OneStream Software LLC | OneStream XF SmartCPM | Financial Consolidation and Close | 2021 | Bart & Partners |
In 2021, Ingram Micro implemented OneStream XF SmartCPM in Microsoft Azure for Financial Consolidation and Close. The global finance program targeted consolidation, budgeting, and profitability capabilities and was managed by the internal Financial Systems & Processes team, supplemented by consultants from Bart & Partners. The implementation covered the companys global finance organization and focused on standardizing reporting and planning workflows across regions and business units.
OneStream XF SmartCPM was configured to deliver unified financial consolidation, budgeting, and profitability analysis within a cloud-hosted Microsoft Azure architecture. The deployment centralized data stores and calculation processing to enforce consistent consolidation rules and to support iterative budgeting cycles, while leveraging the SmartCPM framework for extensible profitability modeling and allocation processing. Configuration emphasized allocation engines and automated data refresh orchestration consistent with Financial Consolidation and Close functional workflows.
Operational coverage included consolidation, budgeting, and profitability reporting for Ingram Micros finance organization, with the Financial Systems & Processes team retaining program governance and Bart & Partners providing implementation consulting and configuration services. The Azure deployment supported improved orchestration of refresh jobs and allocation runs, enabling more granular management reporting.
Governance remained with the internal Financial Systems & Processes team, which managed rollout sequencing and ongoing process ownership, while Bart & Partners assisted with delivery and configuration. OneStream XF SmartCPM materially shortened allocation and run times from hours or overnight to roughly 10 to 20 minutes and enabled faster, more granular profitability and management reporting.
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Team Industrial Services | Professional Services | 5200 | $1.1B | United States | OneStream Software LLC | OneStream XF SmartCPM | Financial Consolidation and Close | 2016 | n/a |
In 2016, Team Industrial Services implemented OneStream XF SmartCPM to consolidate financial close and reporting across many acquired entities. The selection in March 2016 led to a cloud deployment and a production go live in November 2016, placing the project squarely within the Financial Consolidation and Close category.
The implementation centered on OneStream XF SmartCPM consolidation and reporting capabilities, with configuration of consolidation logic, reporting orchestration, and close process automation. The finance implementation automated cash flow and close processes and explicitly achieved 85% automated cash flow, demonstrating heavy use of cash flow automation and close orchestration functionality.
Operational scope covered multiple acquired entities across Team Industrial Services global operations, and the system was used by corporate and divisional finance teams to centralize close and statutory consolidation workflows. Governance and process changes shortened delivery timelines and shifted finance team activity away from manual data gathering toward value added analysis, reflecting a restructuring of close and reporting workflows following the OneStream XF SmartCPM deployment.
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