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From 50 Excel Spreadsheets to Real-Time Planning

Join Allie, Senior Director of Corporate FP&A at Generac, as she shares how they transformed their financial planning process using OneStream. Discover how this leading generator manufacturer eliminated weeks of manual work and gained unprecedented visibility into their business.

The brutal reality of their old process: “finger in the air hoping the wind hits it right” for anything beyond annual budgets. Sound familiar?

What actually changed:

  • Roster updates went from once yearly (50+ spreadsheets) to quarterly with granular detail
  • Long-range planning moved from Excel guesswork to real-time accordion forecasting
  • Compensation modeling now handles 60% of their OpEx automatically
  • When business turned south, they weren’t scrambling – they had the data they needed

The best part? Allie says she now takes for granted what used to be impossible. Her users went from confused about the system name to constantly asking “Can OneStream do this too?”

This is what real transformation looks like – not just new software, but fundamentally changing how finance operates. Perfect timing too, since they went live right before a business downturn and actually needed the agility.

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