Omkareshwar ProductionsDo not scale drawing · if in doubt, ask
Drawing no.OT-2026-01
Sheets1 & 2
Scale1 : 1
RevD · 2026
Drawing title

Omkareshwar
Tripathi

OneStream Architect · Manager, India delivery

Drawn byOmkareshwar TripathiO. Tripathi

OT-2026-01Sheets 1 & 2Scale 1 : 1Rev D · 2026

DisciplinePlatform architecture — OneStream EPM & agentic AI
StatusApproved
CertificationOneStream Certified Professional — Core Platform Architect (2026)
LocationGreater Noida, IN

Schematic: source systems flow through an integration rule into a OneStream cube, out to reports in under a minute and a close that lands on time.

Fig. 01 — General arrangement · financial close platform

FIG. 01 of 4 — General arrangement · financial close platform

OneStream architect, 5 years across 4 roles. I make financial-close systems faster, connected, and AI-assisted — certified Core Platform Architect (2026).

20×Faster reports
60×Faster metadata
1→7Team built
16+Projects shipped
View the work ContactRésumé PDF
How to read this sheet blue = system built green = the result red Δ = the improvement amber = AI work

Sheet 1 — section A—A

OneStream

Details 1–17 · clients by industry only Scale as noted

Five years of OneStream delivery — each detail below is a real engagement, clients named by industry only. Read the green line first: that is what changed for the people using the system.

Detail 1 · N.T.S.

About · the path so far

Five years in OneStream, across four roles

Five years, four roles, one platform

Started 2021 as a OneStream analyst at Accenture — retail and FMCG engagements. Moved product-side as an EPM developer at Logitech. Took a Canadian contract with Performance Analytics Corporation on a loyalty platform. Manager at Archetype Consulting since 2023 — leading India delivery and a portfolio of concurrent client engagements.

1 role4 roles
Read the detail
Detail 2 · N.T.S.

AdTech / data-connectivity SaaS

Metadata automation, 60× faster

Metadata cycle: 2 hours → 2 minutes

Replaced a full metadata reload — every member rebuilt on every run — with a caching layer and selective updates that only touch members whose relationships actually changed, cutting the cycle from ~2 hours to under 2 minutes and slashing compute.

~2h< 2 min
Read the detail
Detail 3 · N.T.S.

Mining

Report execution from 20min to under 1min

Cut a 20-minute report to under a minute

Cut a heavy forecasting-plus-annotations report from ~20 minutes to under a minute — an FDX query pre-identifies which members actually hold data so the report skips OneStream's pull-everything-then-suppress overhead, and annotations are served from a cached globals object instead of round-tripping the database on every render.

~20 min< 1 min
Read the detail
Detail 4 · N.T.S.

Retail

Real-time OneStream–PDI integration over SIC

Finance pulls live ledger data instead of waiting for a file

Connected OneStream to the client's PDI general ledger over SIC so trial balance, store attributes, and anything else could be pulled on demand instead of moved on a schedule — and made OneStream the authoritative home for per-store attributes, holding them as entity text properties backed by an audited table that a simple CSV upload keeps current.

scheduled file moveslive SIC pull
Read the detail
Detail 5 · N.T.S.

Retail

Bank reconciliation, days to seconds

Bank reconciliation: 2–3 days → seconds

Built a per-department reconciliation system inside OneStream that matches general-ledger transactions against the bank's, and lets a department lead click any line item to pull its detail live from PDI over SIC — turning a 2–3 day, multi-person query chase into a few seconds of self-service, with per-department security and a rolling 13-month data window.

2–3 daysseconds
Read the detail
Detail 6 · N.T.S.

Consumer brands

Google Drive to OneStream, connector-free

Files load straight from Drive — no connector licence

Connected Google Drive with OneStream — a OneStream Extensibility rule pulls the latest file from Drive and drives the Import/Validate/Load API directly, running unattended, on demand, or on a schedule, with each brand's load processed in parallel.

no direct linkconnector-free ingest
Read the detail
Detail 7 · N.T.S.

Global clinical research organisation (CRO)

Revenue Recognition across cube and relational

One revenue number, one approval trail

Built a custom Revenue Recognition model that merges OneStream cube data with relational tables through a custom data adapter, supporting reverse calculations and role-based approval workflows.

split sourcesunified RevRec
Read the detail
Detail 8 · N.T.S.

Oilfield services major

Oracle EBS to OneStream subledger bridge

Ledger loads run themselves, overnight and on demand

Stood up reliable Oracle EBS ↔ OneStream pipelines covering GL, subledger, and transactional data with automated scheduling and validation, plus the SIC Server infrastructure end-to-end.

manual loadsscheduled auto-loads
Read the detail
Detail 9 · N.T.S.

Records management / govtech firm

NetSuite to OneStream, REST API direct

No more manual exports — the ledger syncs itself

Replaced manual CSV exports with a direct NetSuite ↔ OneStream connection over REST API — a connector business rule pulls the GL, an Extensibility rule automates it, and the task scheduler keeps it running so finance always works against the latest data.

manual exportREST direct
Read the detail
Detail 10 · N.T.S.

Manufacturing

Inforgl ↔ OneStream over REST, with a shared-script library

One shared script instead of a formula on every member

Pulled Inforgl GL data into OneStream over a direct REST connection, then made the application maintainable: member formulas and confirmation rules moved into a shared backend script of referenced functions, and report formatting driven by shared header/cell parameters so deliverables stay consistent system-wide.

per-member formulasshared script
Read the detail
Detail 11 · N.T.S.

Global diversified holding company

Local culture format for RCM & TXM marketplace solutions

Every region reconciles in its own local format

Implemented a solution to translate the RCM & TXM marketplace solutions into local culture format — applied on top of OneStream's Reconciliation Control Manager (Account Reconciliation) and Transaction Matching marketplace solutions so each region's accountants work in their own local culture conventions.

US onlylocal culture
Read the detail
Detail 12 · N.T.S.

Logitech · consumer electronics

Generic clear utility + Excel cube-view tooling

Finance clears and submits straight from Excel

Built a generic clear utility that wipes any intersection — including stored/imported data, which OneStream natively won't — plus cube-view connections and submission macros in the Excel surface, and fixed a slow dashboard by collapsing many spreadsheet components into one.

clears calc data onlyclears any intersection
Read the detail
Detail 13 · N.T.S.

Global loyalty / membership platform

Dynamic Cube Views + XFBR-driven formatting for stakeholder reporting

Reports reshape themselves when the business changes

Built dynamic Cube Views and Template Cube Views that auto-adapt to dimensional changes, plus customised Cube View extenders and Dashboard XFBR rules, and a generic parameter solution that drove formatting behaviour from sophisticated row-name suffixes.

manual upkeepself-adapting
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Detail 14 · N.T.S.

Retail / FMCG

GL Planning + simulated-ML price/volume forecasting in OneStream

Planning and forecasting moved out of spreadsheets

Built a GL Planning module with custom business-rule computations on input and review forms, a simulated-ML model that forecasts price and volume from historical patterns entirely inside OneStream, and an integration feeding the workforce cube into the planning cube.

spreadsheet planningin-platform
Read the detail
Detail 15 · N.T.S.

ONECommunity

Two ONECommunity blog posts, one became #3 most-viewed in five months

#3 most-viewed post on the practitioner blog in five months

Published two technical blogs on the ONECommunity practitioner blog — the Event Handlers post climbed to the third most-viewed within five months of publication — written for the corners of OneStream the public docs barely cover: the workflow event-handler lifecycle, and loading XML/JSON instead of just flat or delimited files.

0Top 3
Read the detail
Detail 16 · N.T.S.

Archetype · apprenticeship

The Archetype OneStream Apprenticeship Bootcamp

New joiners project-ready in two weeks

Archetype runs a two-week apprenticeship — the Archetype OneStream Apprenticeship (AOA) Bootcamp — that takes someone entering the field with no OneStream background, often from a different industry, and gets them project-ready. Working with the team, I helped build the curriculum and design the end-to-end capstone, and I led the core hands-on sessions: loading data, building reports, and building dashboards.

no OneStream backgroundproject-ready
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Detail 17 · N.T.S.

Archetype · OneStream consulting

Scaling Archetype's India practice from one to seven

Grew the team from 1 to 7 engineers

Grew Archetype's India delivery practice from a single contributor to a seven-person team over three years — owning hiring end to end, mentoring through code reviews, pairing, and problem-solving, and introducing the development and collaboration best practices that let the team scale.

17
Read the detail

Record of issue

Revision History

5 years · 4 roles All revisions approved

Four roles, one platform: an analyst at a global consultancy, a developer in-house, a solo contractor across time zones, and now a manager leading India delivery. Each revision is a change to the same drawing.

RevDateDescription of changeApp’d
Δ A2021OneStream Analyst — AccentureFirst issue. First close survived — learned the platform where it runs at scale.✓
Δ B2022EPM Developer — LogitechProduct side of the table. Owned the platform in-house, not as a visitor.✓
Δ C2022–23Contract Consultant — Performance Analytics Corp., CanadaSolo accountability across time zones, remote, end to end.✓
Δ D2023–Manager — Archetype ConsultingLeading India delivery — practice grown 1 → 7 engineers.Current
Fig. 05 — Team growth, India delivery, 2023 → 2026
1 → 7 engineers, hired and mentored7×

Sheet 2 — section B—B

Agentic AI Engineering

Details 18–19 · new work Scale as noted

New work: agentic AI engineering with Claude — tooling, adoption inside a consulting practice, and this website itself, which was drawn and built the same way.

Detail 18 · N.T.S.

OneStream / EPM consulting practice

Bringing Anthropic Claude + a local-DB toolchain into a consulting practice

Claude wired into how the practice actually works

Championed AI adoption across a OneStream consulting practice — paired Anthropic Claude with local database-driven architectures to reduce operational cost, sharpen troubleshooting, and lift developer productivity, while shipping PoC demos that helped the sales team open new conversations.

manual workflowsAI-assisted
Read the detail
Detail 19 · N.T.S.

Live exhibit — this very website

Designed and built with Claude Code

A blank page to a shipped site, agent-assisted end to end

The page you are reading is the specimen: drawn, dimensioned and shipped with Claude Code as a working demonstration of agentic engineering — diagrams, copy, tests and all.

blank pagewhat you're reading

Signature block

Approval & Contact

Response < 24 h, IST All channels monitored

Building a close system, speeding one up, or bringing AI into your practice? Any channel below reaches me directly.

WhatsApp+91 99997 99307Emailer.omkareshwar.renu.tripathi@gmail.comLinkedInlinkedin.com/in/omkareshwartripathiGitHubgithub.com/omkareshwar-tripathi

OneStream Certified Professional
Core Platform Architect — class of 2026
Greater Noida, India · replies inside 24 h IST