Case Study
Alterra Mountain Company Transforms Capital Planning with OneStream and MindStream
Alterra Mountain Company operates a diverse portfolio of recreation, hospitality, real estate, food and beverage, and retail businesses. While earlier phases of its operations had already been implemented in OneStream, capital planning was still heavily dependent on offline spreadsheets.
Alterra Mountain Company needed a finance and reporting environment that reflected how the business actually operated, not just how the source system had originally been configured. That meant improving structure, reducing friction, and creating a workflow people could rely on.
MindStream Analytics approached the engagement with a focus on practical execution, making sure the solution improved day-to-day usability while also strengthening the long-term planning and reporting foundation.
The Challenge:
Alterra needed a more centralized and automated way to manage capital planning, incorporate updated actuals, and track project budgets across a large number of projects.
Capital planning still relied on manual Excel spreadsheets. This created unnecessary friction for the team and made it harder to move from raw data to useful insight.
Updated actuals were difficult to incorporate into budget categories efficiently. This created unnecessary friction for the team and made it harder to move from raw data to useful insight.
The company lacked a centralized system to track project budgets across thousands of projects. This created unnecessary friction for the team and made it harder to move from raw data to useful insight.
As demands for timely analysis and cleaner reporting increased, Alterra Mountain Company needed a more structured approach that could support both current needs and future growth.
The Solution
MindStream Analytics partnered closely with Alterra to design and refine a scalable capital planning solution inside OneStream.
Demonstrated a future-state vision to leadership and refined the solution through iterative collaboration. This change helped align the system more closely with business requirements and reduced dependence on manual workarounds.
Built a Direct Connect integration to move source data directly into the registry table without manual entry. This change helped align the system more closely with business requirements and reduced dependence on manual workarounds.
Created robust reporting and dashboards to track more than 3,000 projects over multiple years in one system. This change helped align the system more closely with business requirements and reduced dependence on manual workarounds.
Improved user experience and leadership visibility throughout the solution design process. This change helped align the system more closely with business requirements and reduced dependence on manual workarounds.
Rather than delivering a one-off fix, MindStream focused on building a cleaner operating model inside OneStream. That gave Alterra Mountain Company a solution that was easier to manage, easier to trust, and better suited for future reporting and planning needs.
Key solution components included:
The Result
The new solution gave Alterra better visibility, more timely reporting, and a scalable capital planning process that leadership quickly chose to expand across the organization.
Enabled better decision-making with real-time project budget, spend, and status information. In practical terms, that meant better visibility, faster turnaround, and more confidence in the information being used to support decisions.
Replaced manual spreadsheet work with a centralized and automated process. In practical terms, that meant better visibility, faster turnaround, and more confidence in the information being used to support decisions.
Improved reporting accuracy and timeliness through dashboards and direct data integration. In practical terms, that meant better visibility, faster turnaround, and more confidence in the information being used to support decisions.
Created a scalable foundation that can grow with Alterra’s future planning needs. In practical terms, that meant better visibility, faster turnaround, and more confidence in the information being used to support decisions.
Overall, the engagement helped Alterra Mountain Company move beyond short-term pain points and establish a more dependable framework for reporting, planning, and financial analysis over time.