Case Study: Cleaver-Brooks achieves faster, unified financial reporting and autonomous consolidations with OneStream Software

Cleaver-Brooks - Customer Case Study

Cleaver‑Brooks, a global boiler room products and systems manufacturer with operations across the US, Canada and Mexico, faced a slow, manually intensive financial close and budgeting process. Multiple product lines required unique accounting and reporting treatments, and legacy tools (IBM Cognos and spreadsheets) left the finance team dependent on IT and without timely, transaction‑level visibility for planning and analysis.

Cleaver‑Brooks implemented OneStream’s unified CPM platform—covering consolidation, reporting, budgeting, forecasting and People Planning—with fast integration to Great Plains and downloadable MarketPlace solutions. The result: business units can run their own closes, drill back to transactional data, and produce driver‑based forecasts much faster; management reporting that once took hours now completes in minutes, freeing finance to deliver higher‑value analytics and simplifying acquisitions and headcount/payroll planning.

Cleaver-Brooks

Michael Barfuss

Corporate Controller