Case Study
Foley Products Optimizes Reporting and Growth Readiness with OneStream
Foley Products, a major player in cement manufacturing, wanted to move beyond an Excel-based actual management reporting process and better integrate data from multiple systems. MindStream Analytics helped modernize reporting with OneStream.
The Challenge:
Foley needed a more integrated reporting tool that could combine financial and operational data while reducing manual processing and supporting future expansion.
Actual management reporting was heavily dependent on Excel and manual processing.
Key data was spread across multiple source systems, making reporting more complex.
The business wanted deeper analysis that combined trial balance, backlog, quoting, production, and sales data.
The Solution
MindStream implemented OneStream to unify multiple data sources, automate loads, and create a more operationally rich reporting environment.
Key solution components included:
Integrated multiple data sources into OneStream for more seamless reporting.
Established a direct connection for Titan and Maestro system data.
Transitioned reporting processes from Excel into OneStream with internal admin adoption.
Automated scheduled GL and subledger loads and blended financial data with operational metrics.
The Result
The new OneStream environment gave Foley stronger reporting capabilities today while also preparing the company for future expansion and multi-company growth.
Reduced manual data entry and processing effort.
Improved integration of financial and operational reporting.
Expanded management reporting capabilities with richer analysis dimensions.
Created a stronger platform for future growth and scalability.
Why move reporting from Excel to OneStream?
Moving reporting from Excel to OneStream helps reduce manual effort, improve consistency, and create a more scalable reporting process.
What is direct system integration?
Direct system integration connects source systems to reporting or planning tools automatically, reducing manual data movement and errors.
What is subledger reporting?
Subledger reporting uses detailed transaction-level data from areas like AR, AP, or inventory to support more granular analysis.
Why combine operational and financial data?
Combining operational and financial data gives leadership a fuller view of business performance and supports better decision-making.