Situation
Winnebago Industries, one of North America’s leading motorhome manufacturers, faced mounting complexity in their financial operations following rapid growth through acquisition. Multiple business units operated on disparate ERPs and a patchwork of legacy financial systems—including Workday Adaptive for planning and Blackline for reconciliations—creating siloed operations and limited visibility into consolidated performance. At the corporate level, manual close and consolidation processes in Excel were time-consuming and error-prone, while business units lacked a cohesive approach to reporting and analytics. Leadership needed better insights into both individual business unit performance and consolidated operations to make confident strategic decisions. Beyond the immediate operational challenges, Winnebago was carrying significant technical debt across multiple point solutions and faced upcoming vendor renewals that didn’t align with their long-term vision. They needed a strategic partner to help them assess their current state, identify priorities, and chart a clear path forward for finance transformation.
Our Solution
We began with a 7-8 week advisory engagement to conduct a comprehensive process assessment and develop a Finance Transformation Roadmap Strategy. Working closely with Winnebago’s leadership, we identified critical business challenges, reassessed existing processes, and designed a multi-phased approach that would deliver value incrementally while building toward a unified finance technology platform. The roadmap centered on implementing OneStream as a single, integrated solution for close and consolidations, FP&A, and account reconciliations—eliminating the fragmented point solution landscape. In Phase 1, our team partnered with Winnebago to enable business unit and corporate consolidation, planning, and reporting capabilities in OneStream. We built automated data integrations from their diverse ERP systems, created operational reporting in local charts of accounts for business units while maintaining a global consolidated view at corporate, and accelerated FP&A functionality to avoid an upcoming Workday Adaptive renewal. Throughout the implementation, we served as player-coaches, transferring knowledge and building internal capability while delivering the technical solution. The partnership extended into Phase 2, where we’re implementing account reconciliation and transaction matching, enhanced analytics for daily sales and dealer inventory, task management capabilities, and deeper expense reporting—targeting a Blackline renewal avoidance in 2025 while continuing to enhance decision-making capabilities.
Stakeholders
Our Clients
Our Solution Team
Achievements
The transformation delivered immediate operational improvements and positioned Winnebago for sustained competitive advantage.
Improved Profitability
Customer Engagement
Employee Satisfaction
Revenue Growth
Beyond Phase 1, Winnebago is positioned to consolidate four legacy technologies into OneStream over a strategic 2-year program, reducing technical debt, vendor complexity, and total cost of ownership. The ongoing partnership demonstrates the value of starting with advisory strategy before technology implementation—ensuring every solution directly addresses prioritized business challenges. With future phases planned for cash flow management, advanced planning capabilities, lease accounting, and AI-powered profitability analytics, Winnebago has a clear roadmap for continuous finance evolution.
