Black Diamond Advisory and Preferred Strategies Partner to Provide Industry Leading CPM Solutions through OneStream and Power BI

Black Diamond Advisory and Preferred Strategies Partner to Provide Industry Leading CPM Solutions through OneStream and Power BI

Combined Experience of Industry Experts Offers Enhanced Reporting and Analytics to further Customers Financial Transformation Journey

Soquel, CA,  June 6, 2023 – Black Diamond Advisory and Preferred Strategies are pleased to announce a new strategic partnership aimed at providing their clients with the most advanced Corporate Performance Management (CPM) analytics solution available using OneStream and Power BI. Under this partnership, the two organizations will work together to leverage their collective expertise to deliver innovative solutions to unlock OneStream data with Power BI. Black Diamond is the leading Digital Finance provider of OneStream implementation and optimization services, while Preferred Strategies is a recognized leader in Power BI and Azure analytics.

“We are excited to partner with Preferred Strategies and combine their expertise in Power BI and analytics with our expertise in OneStream implementations,” said Randy Werder, CEO of Black Diamond Advisory. “Together, we will build customizable reporting solutions that enable our clients to gain deeper insights and make smarter decisions.”

This partnership represents a significant step forward for both firms, as they continue to expand their offerings in the OneStream community. The combined expertise of Black Diamond and Preferred Strategies will enable clients to achieve greater success in their Financial Transformation journey by leveraging the capabilities of Power BI with data from their OneStream implementations.

“The Black Diamond Advisory team’s vast expertise working with OneStream implementations makes them a key business partner for us,” said Todd Wilson, CEO of Preferred Strategies. “We look forward to working with them to help OneStream customers unlock their data with Power BI and accelerate their data-driven journey.”

With Black Diamond Advisory and Preferred Strategies’ new offering, Power BI for OneStream, customers will be able to experience visually appealing and user-friendly out-of-the-box financial reports, KPI’s, and dashboards that fully integrate with Microsoft 365 (Office) products like Excel, Teams, and PowerPoint.

About Black Diamond Advisory

Black Diamond Advisory is the largest global OneStream Software consulting firm in the world. As a OneStream Diamond Partner, the company offers financial transformation, advisory, change management and process automation services. Focused on serving chief financial officers (CFOs), our experts have extensive OneStream Software implementation experience and a proven track record of delivering successful large-scale projects. Black Diamond Advisory operates globally with offices in the U.S., Canada, EMEA, and APAC. We are committed to customer success and remain engaged with clients throughout their entire transformation journey to ensure the greatest value is derived from the investment. We only work with OneStream Software because we believe that it is the future of digital finance, and we are 100% aligned with them on Customer Success.

About Preferred Strategies

Preferred Strategies helps companies turn their enterprise data sources into a trusted and powerful analytical model to get the right information to the right people at the right time. By leveraging the latest Power BI and Azure technologies, we provide modern data architectures designed to expand with your organization’s data footprint. We built the QuickLaunch analytics platform for companies who have realized they need to replace their legacy reporting tools and move to a modern analytics platform. QuickLaunch offers an automated, secured, centralized data foundation providing a single source of truth and a foundation for advancing your data-driven journey.


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