OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

In the final episode of our Splash 2026 recap series, we bring the major OneStream announcements together and discuss what they mean for finance teams evaluating their CPM roadmaps. This episode focuses on practical next steps after Splash, including how current customers can extend the value of their OneStream investment, how prospective customers can evaluate OneStream as a long-term finance pla...

In Part 2 of our Splash 2026 recap, we explore OneStream's growing focus on governed AI for finance. This episode covers the Finance Agentic Layer, native SensibleAI Agents, Cluster Analysis, and why AI readiness starts with strong CPM fundamentals, including trusted data, clear metadata, secure workflows, and well-governed processes.

In Part 1 of our 3-part recap of OneStream's Splash 2026 user conference, we break down several of OneStream's biggest platform announcements. This episode covers OneStream's new high-performance Cube Engine, Developer Studio, expanded SensibleAI capabilities, and SensibleAI Forecast Express, with a focus on how these updates support speed, scale, extensibility, and practical AI for the Office of...

Media and communications companies face growing financial complexity, from fragmented reporting and evolving forecasting needs to governance and operational scalability. In this episode of CPM Customer Success, we share two customer transformation stories: Project Phoenix, a global interactive entertainment company focused on improving forecasting maturity, workflow efficiency, and platform govern...

What does it really take to accelerate a successful CPM transformation? In this special edition of CPM Customer Success, we feature an episode from the official OneStream podcast where Nova Advisory's Liz Weir and Matt DeCarlo join Peter Fugere for a candid conversation about how CPM Express is helping organizations shorten implementation timelines, reduce project fatigue, and deliver meaningful b...

In this episode of CPM Customer Success, Host Andy Smetana is joined by Lesley Adams, Sales Director at OneStream Software, to discuss OneStream Splash 2026, share what makes the OneStream community unique, how attendees can maximize their Splash experience, and why customer success remains at the center of everything OneStream does.

Most finance leaders have seen a BARC report before, downloaded it, skimmed the vendor rankings, and moved on. But BARC reports offer far more than a simple vendor comparison. They provide a strategic framework for evaluating your entire finance technology landscape. In this episode of CPM Customer Success, we break down two key pieces of research: the BARC Score for Financial Performance Manageme...

In our latest CPM customer success episode, we take a closer look at the realities of finance and operations inside modern retail organizations.  From rapidly shifting consumer demand to margin pressure and supply chain volatility, the environment is intricate, and finance needs to keep up with real-time insight and strategic guidance. Through two real-world transformation stories, we show what ha...

Construction finance is inherently complex, driven by long-term projects, evolving cost structures, and decentralized systems that don't always scale with growth. In this episode, we break down how finance leaders in construction and infrastructure organizations are modernizing their approach to reporting, data management, and forecasting through two real-world case studies. 

In this milestone episode of CPM Customer Success , Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right. From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying thes...

Healthcare finance operates in a highly complex environment where financial outcomes are closely tied to operational drivers. For CFOs, Controllers, and FP&A leaders, this creates a constant need for alignment between data, planning, and decision-making. In this episode of CPM Customer Success , we explore what financial wellness looks like in a healthcare organization and how finance teams can st...

Is Workday Adaptive Planning truly a unified solution for financial planning, close, and consolidation? Or does a modular ERP-based architecture introduce long-term complexity for the Office of Finance? In this episode of the CPM Customer Success Podcast, Andy Smetana of Nova Advisory sits down with Dave Collins, Senior Director of Solutions Consulting at OneStream, to provide a strategic comparis...

Distribution finance is complex: thin margins, thousands of SKUs, intercompany inventory transfers, fluctuating freight costs, and constant working capital pressure. Yet many organizations are still managing consolidation and reporting with disconnected systems and spreadsheets. In this episode of CPM Customer Success , we explore the biggest financial challenges facing wholesale and industrial di...

Industrial manufacturing finance is complex by nature. Multiple ERPs, acquisitions, intercompany activity, and heavy Excel reliance can make it difficult for leaders to gain clear visibility into performance. In this episode, we explore how modern finance teams are turning that complexity into clarity using a unified CPM platform. Through three real-world transformation stories from the industrial...

In this episode, Andy explores what it takes to build "Five-Star Finance" in the food manufacturing industry. From multi-plant operations and volatile commodity pricing to thin margins and acquisition-driven growth, finance teams in food manufacturing face unique complexity. Yet many are still relying on disconnected systems and Excel-heavy processes to close, consolidate, and forecast. One CPM Cu...

Finance teams in the energy, utilities, and renewable energy sectors face unique challenges, complex ownership structures, multi-entity consolidation, regulatory reporting, and constant market volatility. In this episode of CPM Customer Success , we discuss how CFOs, Controllers, and FP&A leaders are modernizing close, consolidation, and planning with a unified CPM platform. We share two customer...

FP&A is at an inflection point. As we move toward 2026, finance leaders are being asked for more than reports and variance explanations. They're being asked for perspective, options, and confidence—confidence that decisions are backed by accurate, timely, and defensible numbers. In this episode, we explore how AI and automation are reshaping the FP&A function, and what that means for Heads of FP&A...

In this episode, we sit down with  Rob Alleva , Director of Finance at Tronox , to unpack what it really takes to modernize finance in a complex, global manufacturing environment. Rob shares how Tronox approached finance transformation with a clear focus on scalability, transparency, and becoming a stronger business partner. Together with Nova's Senior VP of Delivery, Tom Foley, the group discusse...

2025 was a pivotal year for finance. In this episode, we review OneStream Software's   biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements. We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapid...

As the holidays approach, finance teams everywhere are racing toward the most important deadline of the year: the year-end close. In this festive episode of  CPM Customer Success , we compare the close process to preparing for the Holiday Season. From "making the list and checking it twice" with close planning and task visibility, to "decorating" through data integration and validation, to the beh...

Gartner's Magic Quadrant is one of the most referenced tools in finance technology. In this episode of CPM Customer Success , we break down Gartner's 2025 Magic Quadrant for Financial Planning Software and explain how finance leaders should interpret it beyond surface-level rankings. We explore: How Gartner evaluates vendors across Ability to Execute and Completeness of Vision The strengths and tr...

As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success , we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantag...

In this episode, we take a straightforward look at what's really happening with Oracle Hyperion Financial Management (HFM) and what it means for Finance teams planning their next move. We break down the current support picture for HFM 11.1.2.x and 11.2, clarify what "Continuous Innovation" does—and doesn't—provide, and outline the risks organizations face when staying on a system that's no longer...

In this special Thanksgiving episode of CPM Customer Success, we break down one of OneStream's newest announcements: their newly expanded strategic alliance with Microsoft. From AI-driven variance analysis inside Copilot, to real-time insights delivered in Teams, to intelligent forecasting in Excel — this partnership has the power to redefine how finance teams work, collaborate, and make decisions...

In this episode of CPM Customer Success , we explore OneStream's global research report, Finance 2035: Return to Investment , and what it reveals about the future of finance leadership. Drawing insights from more than 2,000 business leaders and investors, this episode breaks down the qualities of the Investable CFO , a finance leader who blends governance, growth, technology, and talent into a sin...