Limited Launch Access
The Harmony Unleashed™ AI Assistant is now available for professionals leading enterprise performance management and financial transformation initiatives. Each subscription includes four months of full access from the date of activation.
This exclusive release expands upon the AI-driven methodologies and implementation intelligence introduced in the Harmony Unleashed™ book—delivering a more comprehensive, interactive, and applied experience through the OpenAI ChatGPT platform.
Participants gain full access to the assistant’s capabilities—including strategic guidance, system design expertise, and architecture-level support for business-rule logic creation, solution frameworks, and design blueprints spanning every phase of the implementation lifecycle.
Your Dedicated Implementation Consultant, Available 24/7
The Harmony Unleashed™ AI Assistant is an advanced AI-powered implementation consultant designed specifically for enterprise performance management and financial transformation projects.
Built on OpenAI's platform and trained on decades of real-world implementation expertise, this intelligent assistant serves as your always-available expert advisor throughout your financial management transformation journey.
While the assistant provides general EPM guidance applicable across platforms, it is specifically configured with deep expertise in OneStream Software's unified extensible financial platform, covering the latest platform capabilities and best practices.
Upon Purchase
Your Harmony Unleashed™ AI Assistant purchase includes a downloadable PDF with the access URL for the application on OpenAI's ChatGPT platform. A ChatGPT account (free or paid tier) is required to access the AI Assistant.
Who Benefits
- Chief Financial Officers & Finance Leaders Strategic guidance on transformation planning, organizational change management, technology selection, and achieving enterprise consistency while maintaining business unit autonomy.
- System Administrators & Implementation Teams Technical support for system configuration, data architecture design, dimensional modeling, business rule creation, and platform-specific implementation details.
- Consultants & Transformation Leaders Best practices for client engagements, proven methodologies for complex implementations, validation logic development, and industry-specific financial management insights.
What It Does
Strategic Transformation Guidance
- Enterprise performance management strategy development
- Organizational readiness assessment
- Technology platform evaluation and selection
- Change management framework guidance
- ROI analysis and business case development
Technical Implementation Support
- System architecture and design recommendations
- Data collection sequencing strategies
- Dimensional management and hierarchy design
- Business rule creation and validation logic
- Integration architecture planning
- Performance optimization techniques
Software-Specific Expertise While applicable across enterprise performance management platforms, the AI Assistant is specifically configured with deep expertise with OneStream Software, providing detailed guidance on:
- Application configuration and setup
- Metadata structure design
- Calculation engine optimization
- Workflow automation
- Reporting and analytics development
Real-Time Problem Solving
- Troubleshooting technical issues during implementation
- Answering specific configuration questions
- Providing code examples and testing protocols
- Offering alternative approaches to complex challenges
- Validating design decisions against best practices
Industry-Specific Insights Tailored guidance for financial management challenges across multiple industries including manufacturing, healthcare, financial services, retail, technology, and professional services.
How It Works
The Harmony Unleashed™ AI Assistant operates through OpenAI's ChatGPT platform, providing conversational, context-aware responses to your questions and challenges. Unlike generic AI apps or GPT's, this specialized tool understands:
- The complete Harmony Unleashed™ methodology
- Enterprise performance management best practices
- Complex financial consolidation and forecasting requirements
- Distributed financial management principles
- AI-augmented implementation approaches
Key Capabilities
Provides expert guidance, best practices, configuration recommendations, design patterns, code examples, methodology advice, and strategic direction—empowering you to implement solutions effectively within your own environment.
- Comprehensive Coverage Every aspect of financial transformation from initial assessment through post-implementation optimization, including strategic planning, technical architecture, data management, business logic development, testing protocols, and user adoption strategies.
- Instant Expert Access No waiting for consultant availability or scheduling delays. Get immediate answers to urgent questions during critical implementation phases.
- Consistent Methodology All guidance aligns with the proven Harmony Unleashed™ system, ensuring coherent implementation across all project phases and team members.
- Continuous Learning The assistant stays current with evolving best practices, platform updates, and emerging implementation techniques.
- Cost-Effective Expertise Reduce dependency on expensive consulting hours for routine questions and technical guidance while maintaining access to expert-level knowledge.
What the AI Assistant Does NOT Do
To ensure clarity about the AI Assistant's role in your implementation, it's important to understand its boundaries:
- Direct Software Execution The AI Assistant does not run OneStream software, execute consolidations, or process data within your environment. It provides expert guidance on how to design, configure, and troubleshoot your systems, but you or your team perform the actual implementation work.
- Privacy & Non-Retention The AI Assistant does not store, retain, or learn from your conversations. Guidance is based on refreshed best practices, not your data.
- Confidential Data Handling The AI Assistant does not accept, store, or process sensitive company data as part of its operations. While it can help you design secure data governance approaches and recommend best practices for handling confidential information, maintaining data security and compliance remains your organization's responsibility.
- Vendor Support Replacement The AI Assistant does not replace official OneStream Support or your consulting partner for hands-on troubleshooting within your specific environment. For issues requiring direct access to your system, vendor support tickets, or emergency production fixes, engage your official support channels.
Getting Started - Limited Launch Access
Access to the Harmony Unleashed™ AI Assistant is available exclusively through the Limited Launch Access program:
- Ensure you have an OpenAI ChatGPT account (free or paid tier)
- Visit https://conikersystems.com/harmonyu
- Purchase your single-use Launch Access license
- Receive a downloadable PDF with your personalized access link
Example Use Cases
- How should I sequence data collection across our global entities?
- What's the best approach for managing inter-company eliminations in a distributed model?
- Help me design dimensional hierarchies for our product structure
- Provide a testing strategy for our financial consolidation logic
- What change management approaches work best for finance transformation projects?
- How can AI accelerate our metadata design process?
- Generate sample business rules for revenue recognition across multiple currencies
Privacy & Security
The Harmony Unleashed™ AI Assistant operates within OpenAI's security framework. Users should follow standard data privacy practices and avoid sharing confidential company information, proprietary data, or sensitive financial details in conversations.
Disclaimer
Harmony Unleashed™ AI Assistant is an independent consulting and educational resource. It is not affiliated with, sponsored by, or endorsed by OneStream Software LLC or any of its affiliates. Any references to OneStream® or other third-party products are for descriptive and nominative purposes only. Users should consult their own advisors and the official documentation of OneStream Software for authoritative product guidance.
Note to Participants
This limited release provides private, time-bounded access for individual professionals and organizations evaluating advanced AI-driven implementation techniques. At the conclusion of your licensed access period, Coniker Systems™ may invite select participants to extend access or transition to future enterprise editions.