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Andy Jorgensen - PeerSpot reviewer
Chief Revenue Officer at MindStream Analytics
MSP
Top 20
Customer satisfaction and data integration shine in multinational consolidations
Pros and Cons
  • "OneStream XF is advantageous because it provides one product that can do everything; users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup."
  • "There are longstanding challenges with OneStream XF, particularly around the technical aspects that require scripting skills, typically managed by finance departments."

What is our primary use case?

The primary use case for OneStream XF is that it excels in multinational consolidations, which is why large companies choose to purchase it. There are numerous different uses, including budgeting and planning, cash flow, forecasting, and traditional BI-style ask-and-answer functionality that is now available. Although there are many uses, multinational consolidations remain the primary application.

How has it helped my organization?

OneStream XF's reporting features significantly enhance analytics and decision-making. They provide traditional BI capabilities that allow me to query source systems with siloed data to perform detailed analysis, such as comparing budget versus actual sales figures. This capability helps me investigate discrepancies by customer or product type, facilitating deeper analysis without switching to other systems.

What is most valuable?

The best features of OneStream XF are threefold. The first is Extensible Dimensionality, which allows for different levels of detail depending on the task. When budgeting for 2026, Extensible Dimensionality enables detailed breakdowns of supplies into specific items such as printer paper and magic markers. When actuals arrive, that level of detail isn't necessary. This flexibility in collecting and reporting data is a significant advantage.

OneStream XF is advantageous because it provides one product that can do everything. Users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup.

OneStream XF shows a strong commitment to customer success. While 100% satisfaction is unrealistic, OneStream XF puts in substantial effort to ensure clients are successful, which contrasts sharply with experiences from companies such as SAP.

OneStream XF's data integration capabilities with ERP and HCM systems are excellent, thanks to its history. The founders of OneStream XF were the creators of Upstream, which specialized in data integration. When they developed OneStream XF, they implemented that expertise, making it excel at data integration.

What needs improvement?

There are longstanding challenges with OneStream XF, particularly around the technical aspects that require scripting skills, typically managed by finance departments. While AI advancements might help in simplifying these processes, they haven't evolved enough to solve all user needs.

The cost of ownership can increase due to the need for specific technical knowledge, and implementing OneStream XF can be challenging if your existing team lacks those skills. Often, organizations must engage a consulting company to ensure efficient setup, which adds to implementation costs.

For how long have I used the solution?

I have had experience with OneStream XF since they were founded, which was approximately 2010 or 2011.

How are customer service and support?

The support from OneStream XF is phenomenal, rated as a 10. Unlike recent experiences with other customer support systems that involve frustrating bot interactions, OneStream XF ensures connection with knowledgeable human representatives.

How would you rate customer service and support?

Positive

What other advice do I have?

While OneStream XF helps eliminate data silos, no single product can accomplish this completely. The rise of cloud computing has led to various data silos, even as organizations try to share information at higher levels. Payroll data often comes from outsourced systems, such as ADP, which can create silos as detailed employee data may not be integrated into OneStream XF. Similarly, CRM systems such as Salesforce often house data that remains siloed.

The cost of OneStream XF stands on the high end, which may pose difficulties for smaller companies. It's definitely geared more towards larger corporations that are accustomed to managing significant expenses.

I deal with many different clients, primarily in banking, pharmaceuticals, and consumer products. In banking, OneStream XF helps clients customize financial structures within their regulatory requirements. In the pharmaceutical industry, it handles complex scenarios with medications that come in different sizes or doses. While budgeting might be simplified, actual sales figures can be tracked across various sizes such as 30-day or 90-day supplies. The banking sector has more fixed limitations, making it harder to achieve that level of granularity.

Overall, OneStream XF receives a rating of 8 out of 10. There are both advantages and disadvantages involved, and while there are enough drawbacks to prevent a perfect score, the issues aren't significant enough to warrant a lower rating.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
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HCM Consultant at a healthcare company with 10,001+ employees
Consultant
Top 20Leaderboard
Simplified integration boosts efficiency while manual processes remain a challenge
Pros and Cons
    • "The disadvantages of Infor CloudSuite are related to Absence Management. There are too many setups for users to establish absence plans, formulas, and calculations."

    What is our primary use case?

    I usually recommend Infor CloudSuite for retail, mall development, healthcare, and manufacturing.

    What is most valuable?

    The employee interface, specifically the UI, is one of the most valuable features in Infor CloudSuite. Infor OS enables us to plug in third-party payroll and third-party applications. The latest talent acquisition where workflow can be defined in the UI itself by functional consultants without IPA interventions is beneficial.

    I would assess the impact of Infor CloudSuite's industry-specific features on my organization's operational efficiency as very good from the organization's perspective.

    After implementing Infor CloudSuite, I have seen numerous improvements in the UI space. They have simplified the navigation. The navigation has become very easy, starting with administrator navigation and simplified menus. It is becoming simpler with every CU, which is positive.

    What needs improvement?

    The disadvantages of Infor CloudSuite are related to Absence Management. There are too many setups for users to establish absence plans, formulas, and calculations. It is not straightforward and is too deeply embedded. It is very easy in Lawson itself, but in Infor CloudSuite, it is more complicated for users.

    On the benefit side, there is no auto-enrollment for Absence Management. When there is a new employee, they are not auto-enrolled. You need to enroll them every time. If you want to change an employee to a different benefit plan, you need to do it manually. It does not work according to the eligibility group. It will just give you the details, requiring manual enrollment.

    For the next release to make Infor CloudSuite better, I would want to see improvements in Absence Management and auto-enrollment.

    For how long have I used the solution?

    I have been working with Infor CloudSuite for almost 11 years.

    How are customer service and support?

    The technical support has improved significantly. When I started with the Manila team in the early days, it was average, but now the support is very good.

    I would rate their technical support eight out of ten.

    How would you rate customer service and support?

    Positive

    Which solution did I use previously and why did I switch?

    I have not previously worked with different solutions or any competitors of Infor CloudSuite since I started with Infor CloudSuite and only know this solution.

    What about the implementation team?

    Implementation of Infor CloudSuite takes approximately six months to one year, depending on the company. Each company has a different methodology to implement. For a small company with 1,000 to 2,000 employees maximum, it takes six months. If the organization has high strength and more processes in project management, with two CRPs, two SIT, and two UAT, it extends to eight months. In the Middle East region, it typically takes less than six months.

    What other advice do I have?

    I have not utilized the predictive analysis capabilities of Infor CloudSuite.

    Infor CloudSuite's ability to integrate with third-party applications and existing legacy systems is good. There are some issues with ION, but within Infor applications, it works well. For third-party applications, we have used SFTP connections successfully. Seamless connections can be made with the Infor Cloud support.

    My experience with the implementation of Infor CloudSuite is good. We could capture 70 to 80% of customer needs.

    Workday and Oracle are currently moving faster in the market. This assessment is based on consultant requirements. The job opportunities for Infor CloudSuite consultants are limited. In India, Oracle and Workday are performing well in the market.

    Infor needs to improve their marketing strategy. Other Infor products such as Infor LN and Infor M3 are performing well. It would be beneficial for Infor to pitch HCM to those customers with attractive discounts to capture market share. Customers transitioning from on-premises or Lawson to Infor CloudSuite should not face high charges. The migration from Lawson to Infor CloudSuite should be treated as a migration project rather than a new implementation.

    I have also worked with Infor ION, which is a good tool for integration purposes, though only Infor consultants can work on it. My company uses ION for integration, and I receive positive feedback from the technical team. I personally work with CloudSuite and an older on-premises system.

    I rate Infor CloudSuite eight out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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