Learn how AIT, a WilliamsMarston Company, advised a portfolio company on financial reporting automation and the implementation and optimization of OneStream, enabling the organization to achieve greater clarity, control, and scalability.
Read the Case StudyCase Study
Fast-Growing Beverage Manufacturer Transforms Financial Reporting & Planning with OneStream
Learn how AIT, a WilliamsMarston Company, helped a fast‑growing, family‑owned beverage manufacturer replace manual Excel‑based processes with a unified financial reporting and planning platform to deliver accurate, real‑time insights across products, customers, and operations.
The Challenge
The existing environment presented several obstacles that hindered financial accuracy, speed, and insight.
Financial reporting relied heavily on large Excel files that manually pulled data from multiple ERP and CPM sources, increasing the risk of errors, limiting governance, and slowing close and reporting cycles. The incumbent CPM solution, Prophix, lacked the automation, drill‑down functionality, and flexibility required to support driver‑based planning for a dynamic, product‑centric business.
Planning cycles were particularly resource‑intensive, requiring days of preparation due to manual data handling, complex spreadsheets, and limited system integration. As growth accelerated, leadership needed a modern platform that could unify financial and operational data, support detailed planning across the organization, and provide accurate, real‑time insight into performance.
The Solution
AIT designed and implemented a comprehensive OneStream solution that unified the company’s financial and operational processes while enabling scalable reporting and planning capabilities.
OneStream was deployed as a single source of truth to support consolidations, management and external reporting, cash flow reporting, sales and operational planning, capital planning, and workforce planning.
The solution automated the ingestion of actuals from Databricks and standardized data mapping to ensure that future ERP or system changes could be accommodated seamlessly. AIT delivered flexible, driver‑based planning models tailored to the organization’s operational complexity, including sales and volume planning by customer, SKU, and site, as well as capital and workforce planning.
Enhanced drill‑down capabilities allowed finance and operations teams to analyze performance by product, customer, site, and cost center, representing a significant improvement over spreadsheet‑based analytics. Consolidated financial statements, including cash flow reporting, were fully automated, eliminating manual preparation and freeing the finance team to focus on value‑added analysis and decision support.
OneStream Solutions Delivered
Consolidations & Reporting, Cash Flow, Sales and Operational Planning, Capital Planning, People Planning, and AIT Accelerators
Consolidations & Reporting, Cash Flow, Sales and Operational Planning, Capital Planning, People Planning, and AIT Accelerators
The Result
Following the OneStream implementation, the beverage manufacturer achieved significant and measurable improvements in processing and decision making.
S&OP processing time was dramatically reduced, accelerating by approximately 143x – from 12 hours to just 5 minutes – representing a 99.3% reduction. This improvement gave Finance faster and more reliable access to both financial and operational data, significantly enhancing reporting accuracy and increasing confidence in forecasts.
With manual consolidation and spreadsheet management eliminated, the finance team was able to shift its focus from tactical data processing to strategic decision‑making. Real‑time insights across products, customers, and locations now support more informed planning, while a scalable financial platform provides a strong foundation for continued growth and future system integrations.
THE TEAM RESPONSIBLE
Ready for clear guidance and powerful outcomes? Reach out to the team today.
Meet the Entire Team
Ryan Diehl
Partner – OneStream Practice Leader
Ryan brings more than 17 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation, planning and reporting environments.
Before joining WilliamsMarston, Ryan was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ryan was a Senior Director at Alvarez & Marsal where he advised clients in the Energy and Distribution industries on financial close consolidations, budgeting and forecasting transformations, long‑term strategic financial modeling, and improved end‑of‑period and SEC reporting processes. He has deep experience managing enterprise financial software implementations, including OneStream XF, SAP BPC, and Hyperion Planning, Essbase, and Hyperion Financial Management.
Ryan is a Certified Public Accountant in the State of Texas and is a OneStream Certified Professional (OCP) – Lead Architect R1.
Ryan holds a Master of Science in Finance from Texas A&M University and a Bachelor of Business Administration degree in Accounting from Texas A&M University.
Ben Novak
Partner – OneStream Practice Leader
Ben brings more than 18 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation and reporting environments.
Before joining WilliamsMarston, Ben was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ben held roles in management consulting and corporate finance, focusing on financial reporting, close management, budgeting and forecasting, and broader FP&A initiatives. Throughout his career, he has driven a meaningful impact through process improvement and standardization initiatives, system implementations, and cost reduction projects.
Ben is a OneStream Certified Professional (OCP) – Lead Architect R1 and serves on the OneStream Partner Advisory Board. He has led more than 120 OneStream projects for over 50 clients across a wide range of industries and company sizes, delivering functionality including consolidation, annual budgeting, rolling forecasting, long range planning, people and capital planning, account reconciliation, transaction matching, task manager, close manager, guided reporting, parcel service, and more.
Ben holds a Bachelor of Science in Business Administration from the University of Missouri.
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