Centene, a large multi-line managed care organization, was looking to modernize and streamline its corporate performance management (CPM) applications. Centene had to move data between platforms multiple times during the close process so that close data could be fully consolidated and made available for reporting. This process had numerous challenges and inefficiencies that Centene wished to improve upon so that they could provide a more streamlined and more transparent process to the functional teams that leverage consolidated financials in their systems for reporting and analysis. Centene chose OneStream XF for global and US consolidations, currency conversion, eliminations, and ownership percentage. Michael Vannoni, director, financial systems solutions discussed the migration to OneStream XF including: -Factors leading to the selection of OneStream XF -Details of the solution design -Benefits realized with global consolidation implementation -Future planned enhancements

1. PERFICIENT + ONESTREAM DELIVER
Centene’s Financial Transformation
Journey: A OneStream Success Story

2. 2
Speakers
Michael Vannoni
Director, Financial
Systems Solutions
Centene
John O’Rourke
VP of Product
Marketing and
Communications
OneStream
Software
Charles Ramirez
Director, CPM
Practice
Perficient
Celeste Qian
Lead Business
Consultant
Perficient

3. 3
Agenda
About Perficient
About OneStream
Why OneStream XF
Centene Success Story
Q&A

4. 4
AT-A-GLANCE
Perficient Profile
Alliance partnerships
with major tech
vendors
Multiple vendor &
industry tech and
growth awards
Global delivery
centers in China,
India and Mexico
Dedicated
solution
practices
35
Global Locations
$565M
2019 Revenue
1997
Founded in
~4,500
Colleagues
~90%
Repeat Business Rate
PRFT
Public, NASDAQ

5. 5
~4500
Employees
WE ARE
Global in Our Delivery
We have office locations across North America and fully owned
global and domestic delivery centers around the world.
Allentown, PA
Ann Arbor, MI
Atlanta, GA
Boston, MA
Bozeman, MT
Cedar Rapids, IA
Charlotte, NC
Chicago, IL
Columbus, OH
Dallas, TX
Denver, CO
Detroit, MI
Fairfax, VA
Fargo, ND
Houston, TX
Irvine, CA
Lafayette, LA
Milwaukee, WI
Minneapolis, MN
New York, NY
San Francisco, CA
Seattle, WA
St. Louis, MO
Toronto, ON
Washington, D.C.
North America
Latin America
Mexico City, Mexico
Medellin, Colombia
Bogota, Colombia
Cali, Colombia
Chennai, India
Nagpur, India
Bangalore, India
India
Hangzhou, China
China
Oxford, UK
Novi Sad, Serbia
Europe

6. 6
Transformand modernize your corporate performance
management processes in the cloud or on premises with the
next-generation capabilities of OneStream XF. We’ll help
you become a forward-looking, data-driven organization by
consolidating your financial close, planning, and reporting
processes on a unified platform. Our ready-to-deploy
templates and tools will accelerate your time-to-value.
18+ Industries We Serve
• Consumer Markets
• Energy / Oil & Gas
• Financial Services
• Healthcare
• Manufacturing
Solution Expertise
Years of Experience
CPM Projects
Customer Success Rate
1000+
100%
What Our Students Say:
“The best training session that I
have participatedin.”
“Instructor was amazing.Clear,
concise, and patient.”
OneStream Authorized
Training Provider
Platinum Partner
Managed
Services
Profitability
and Cost
Financial
Reporting
Planning, Budgeting
and Forecasting
Strategic
Modeling
Transfer
Profit
Account
Reconciliations
Financial Close and
Consolidation

7. About OneStream

8. 8
OneStream at a Glance
ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

9. 9
OneStream + Perficient

10. 10ONESTREAM SOFTWARE | ALL RIGHTS RESERVED
Modernize and Simplify With Our SmartCPMTM Platform

11. 11
Extend With the OneStream XF MarketPlace
XF MarketPlace
50+ Solutions Available
Account Recons
Tax Provision
People Planning
Task Manager
ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

12. 12
Why OneStream?
Function-Forward Advanced Technology Reduced TCO
ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

13. 13
Why OneStream?
Function-Forward Advanced Technology Reduced TCO


ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

14. 14
Why OneStream?
Function-Forward Advanced Technology Reduced TCO




ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

15. 15
Why OneStream?
Function-Forward Advanced Technology Reduced TCO






ONESTREAM SOFTWARE | ALL RIGHTS RESERVED

16. Centene Success Story

17. 1717
About Centene
Centene Corporation is a leading multi-national healthcare enterprise that is
committed to helping people live healthier lives.
Centene offers affordable and high-quality products to nearly 1 in 15 individuals
across the nation, including Medicaid and Medicare members (including the
Medicare Prescription Drug Plan) as well as individuals served by the Health
Insurance Marketplace and the TRICARE program.
• Affordable and high-quality products to nearly 1 in 15 individuals across
the nation
• 23+ million managed care members
• 50 states and three international markets
• 69,700 employees

18. 18
Current State Challenges
• Decentralized Consolidation Process
Multiple platforms required to capture, transform, share, calculate, and cycle data prior to final consolidated results
reported
Multiple reporting platforms sharing data and updating at different times making validations complex
Off-line calculations required for some JE input created bottlenecks in the close process
• Planning Functionality in Hyperion Planning / Essbase
• Over 60K Employees in Workforce Planning
• Circular Data Movements between technologies with timing issue
PeopleSoft
Host Analytics
Hyperion
External GLs

19. 19
Centene’s OneStream Journey
Global and US Consolidation
• Chose Perficient for Global and US Consolidations
• Global & US Consolidations implementation went live Jan-2020
• Replaced Host Analytics and some PSFT functions (Currency
Conversion, Ownership%, Reporting)
• Built data integration with PeopleSoft, Spain Cube, Hyperion, and
external GLs
Phase2

20. 20
Phase 2 – Application Framework
Cubes
• Spanish Dimensions and core US
Dimensions in place
• Created new dimensions to support
Global and US Consolidations
• Data Type
• Book Code
Dimensionality
• Spain – In place as part of Phase I
• Global – Created for Global and US
Consolidations
• Finance - Framework in place to
support People Planning and future
use for Planning
• International Reporting - Created to
provide Spanish entities in US COA for
reporting

21. 21
Phase 2 Consolidation Design
SystemizedConsolidation
• Centralized Consolidation process from
PeopleSoft and Host
• Currency conversion
• Historical rates overrides
• Auto-calculate CTA
• Auto-calculate non-controlling interest

22. 22
Phase 2 Consolidation Design
GuidedWorkflow
• Streamlined process by functional
area (i.e., Corporate accounting,
Tax, International)
• Centralized certification and
auditing capabilities

23. 23
Phase 2 Consolidation Design
Channels for MultipleDataLoads
• PeopleSoft central load with
corporate adjustment data
• Local TB load
• Adjustment period data load
• Backout data load for new
acquisitions

24. 24
Phase 2 Consolidation Design
Eliminations
• Future scheduled go-live as GL
Re-class Project is in progress to
allow auto-eliminations
• Utilized Analytic Blend
functionality provide affiliate
details for International analysis
− Self-service and easy for
configuration
− Pivot, drag and drop GL level data

25. 25
Phase 2 Consolidation Design
Standardized Reporting
• Use of row and column set templates for financial
statements
• Consistency across functional areas with ability to
quickly deploy reports
• Utilized the Parcel Service from the XF MarketPlace
Solution to distribute reports and books
Analysis
• Use of drill-down to the details loaded in Data
Management
• Ad-hoc analysis via Excel add-in

26. 26
Phase 2 Consolidation Design: Current State
Circular Data Movements to be Improved
• Multiple Data Sources
− PeopleSoft (Circular Data Movements)
− Spain Cube
− Navision
− EBS
• Multiple Data Sets
− Actual
− Consolidation Actual
− Forecast/AOP
PeopleSoft
Host
Hyperion Planning
Torrejon
Ribera Salud
Actuals
Consolidated Actuals
Consolidated Actuals
Budget/Forecast
Actuals
Actuals

27. 27
Phase 2 Consolidation Design: Future State
One Direction DataMovement
• Multiple Data Sources
− PeopleSoft ( One Direction)
− Spain Cube
− Navision
− EBS
• Multiple Data Sets
− Actual
− Consolidation Actual
− Forecast/AOP

28. 28
Acquisition Completed at Go Live
• WellCare acquisition completed at go live
• Centene Teams completed the implementation
Created metadata and mappings of external GL to Centene COA
Configured workflow and security
Loaded and validated data
Created reports

29. 29
Phase II − Business Outcomes
Improved standardized reporting by
providing consistency across functional
areas and enabled users to perform
financial reporting and ad hoc analysis
from one platform
Reduced reliance on manual processes
during the close such as historical rates
overrides, non-controlling interests,
and cash flow
Provided extensible configurations that
can quickly incorporate acquisitions and
reorganizations

30. 30
Formula for Success
• Flexibility and
control with FSS
and business
• Higher-level
organization
• Long history with
knowledge of CPM
• Building dynamic
design
• Adaptability to
changing
requirements
• Unified Cloud
CPM Platform
• Simplified
upgrades and
maintenance
• Extensible
application
• On-time and
on-budget
• Optimized process
• Scalable
• Data transparency
• Centralized
reporting
ChangeManagement Perficient OneStream Project Success

31. 3131
Collaboration: Centene + Perficient
• Centene’s team worked alongside Perficient, building reports, workflows,
channels, rules
• During go live, Centene completed an acquisition of WellCare
• The Centene team was able to integrate WellCare doing the mappings and
validations themselves
• Perficient provided guidance and support when needed
• Our preferred method is not to just hand over an application

32. 32
What’s Next
• People Planning (Go-Live in August)
• Account Reconciliations & Task Manager
• Planning
− 200+ planners
− Multiple models
• Allocations
− Average of 1.5 million allocations per
month
− Current analysis phase to discuss
standardization

33. Questions