We are a best-in-class OneStream Diamond Partner and OneStream Development Partner. We use our expertise and configurable solutions to drive program management, financial transformation, change management and process automation. We operate in the US, Canada, Europe, and key global markets.
Solutions for the most common objections and barriers to entry.
Dashboarding, 30 planning methods, user experience, and planning practice are transformed by a dynamic rolling forecast solution that lives in a configuration-centric environment. Implementations are faster, planning is easier, budgets, forecasts, and long range plans are more accurate – Accordion makes planning better.
A kit to jumpstart implementation – made of key artifacts: financial intelligence, dashboards/cube views, code, and admin tools. It’s configured to customers’ needs and ensures consistent delivery.
A flexible configuration that empowers planners and administrators by simplifying the process. Whether managing existing employees, transfers, or new hires and retirees, our guided and secure platform seamlessly integrates dynamic employee data with advanced calculations and sophisticated reporting—ensuring accuracy, efficiency, and peace of mind.
“Without Accordion this deal would not have been possible.”
“BDA’s demo solutions help bring planning to life for the client and will help close the deals faster.”
“BDA partnered and worked to align and demonstrate how the client solution aligned with the OneStream value study, increasing stakeholder buy-in for the next phase of the project.”
“Working with BDA on YouGov was immensely valuable to help the customer challenge a ridiculous service quote from a Tagetik partner. BDA worked to educate the prospect in terms of the real implementation effort involved, building trust. Without them, the deal could have gone either way.”
We use these case studies as highly effective social proof.
Industrial manufacturer implements a unified system for budgeting, planning, and forecasting.
Former EPM: Multiple
Technology and Integration: SAP, Workday, HFM/Excel, Power BI
Scope: : To provide world class engineered and elastomeric solutions for the global life sciences, empowering their associates to drive value for all of their stakeholders.
Large bank slowed down by manual uploads and JHA support.
Former EPM: Hyperion Essbase
Evaluated: Anaplan, OneStream, Oracle EPBCS, MS Excel
Technology and Integration: Jack Henry & Associates, Inc.
Scope: Planning, consolidation, tax, reporting and
analysis, account reconciliation, task manager, journal
integration
Coming soon!
Largest bioethanol producer sought to replace Hyperion HFM.
Former EPM: Hyperion HFM, Planning, Essbase, and Strategic Finance
Evaluated: OneStream and Oracle
Technology and Integration: Great Plains, UltiPro, EPIC, Maximo
Results:
Rapidly scaling entertainment technology company replaces slow manual processes with single source of truth and robust workflows.
Former EPM: Excel
Quote: “We’re very happy with the partnership with BDA. The team took time to understand our company, the challenges we face, and which features would be most beneficial. This helped us to complete the rollout within
budget ahead of schedule.”
Major restaurant retailer was bogged down with manual processes and disparate data sources. They implemented an automated, scalable solution on the OneStream platform.
Scope: Automate manual tasks, streamline financial planning, data integration
Results: 50% reduction in time to prepare forecast and budget
Retailer struggled with overcomplicated reporting structures and lack of trading partner data in the ERP. Offline Excel models were hindering regular forecasting efforts
Former EPM: BPC and Excel
Technology and Integration: Jack Henry & Associates, Inc.
Scope & Solution: Customized cost center allocations and constant currency functionalities, seamless ERP integration, automated translations, eliminations, and overrides.
Large bank slowed down by manual uploads and JHA support
We beat out Anaplan and Oracle
Financial services company needed automation and confidentiality
We beat out Oracle
Food service & hospitality company struggled with visibility
Convinced to move from Oracle
Vehicle manufacturer was slowed down by uncertainty
Convinced to move from Oracle
Energy company needed help unifying systems
Convinced to move from Oracle
Fast food holding company struggled to scale
Convinced to move from Oracle
Manufacturer needed transactional level detail and other visibility
We beat out Oracle
SAP BPC couldn’t handle manufacturer’s needs
We beat out Anaplan, Adaptive Insights, Prophix, Vena, Jedox
Large manufacturer had outdated consolidation solution
We beat out SAP
Chris Mazzeo
cmazzeo@blackdiamondadvisory.com
(732)620-6050
Kevin Moody
kmoody@blackdiamondadviory.com
(416)566-2578
Sherri Schaffroth
sshaffroth@blackdiamondadvisory.com
(919)324-5351
Terry Longhway
tlonghway@blackdiamondadvisory.com
(214)620-9635
Kevin Moody
kmoody@blackdiamondadviory.com
(416)566-2578
Alex Townend
atownend@blackdiamondadvisory.co.uk
+44 7495 567 793
Josh Leary
jleary@blackdiamondadvisory.com.au
Critical products and services that other partners can’t match.
Summit Services redefines managed services by providing continuous innovation, support, and enhancements after the initial go-live. Think of it as a dual threat of proactive enhancements and dedicated support.
“Summit Services has been an invaluable partner in our journey with OneStream implementations. Their team of platform experts guided us with proactive innovation and tactical insights, enabling us to extract maximum value and achieve remarkable business outcomes.” – DEXKO Global
Customers gain access to personalized coaching with an expert AND group training sessions with other peers. We constantly hear feedback of OneStream Admins feeling like they’re “on an island”. We created training and peer options for a weekly remedy to this common problem.
Note: all Black Diamond Advisory solutions are non-encrypted.
We will only work with OneStream Software because we believe that it is the future of digital finance and we are totally aligned with you on 100% Customer Success.
BDA Overview One Sheeter > Company Overview – One-Pager
Accordion One Pager Final > Accordion Rolling Forecast – One-Pager
BDA Expert Roundtable One Pager Final > Expert Roundtable – One-Pager
BDA CRI Case Study > Case Study – Insurance Industry – CRI
BDA Generac Case Study > Case Study – Manufacturing – Generac
BDA JDC Case Study > Case Study – Environmental Services – JDC
BDA POET Case Study > Case Study – Energy Oil and Gas – POET
Basecamp Rack Card Final > Basecamp Print Banner [Remove this]
Dashboards_GuidedReporting_CURO > Guided Reporting and Dashboards – CURO
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