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

In this episode, we explore how finance leaders can safeguard their organizations against today's growing risks, from cloud outages to cybersecurity breaches. Discover how OneStream Software is engineered with governance, control, and business continuity in mind, helping teams protect their data and stay operational even when the unexpected happens. Andy breaks down: Why fragmented systems increas...

CFOs and FP&A leaders are flooded with shiny "modern planning" tools, but which ones actually scale with control?  In this episode, Andy welcomes back Dave Collins, Director of Strategic Alliances at OneStream, to compare OneStream vs. Pigment in plain finance terms. We dig into the pitfalls finance teams report with lightweight, cube-based planning tools, fragile models, technical debt, and "too...

Discover the story behind OneStream. From its roots as a bold response to fragmented finance systems to its latest breakthrough:  OneStream Genesis . In this episode, we explore how finance leaders Tom Shea and Bob Powers reimagined corporate performance management with a single, unified platform. Now, over a decade later, OneStream Genesis is redefining what's possible for finance teams, introduc...

Global volatility, trade wars, and currency fluctuations are rewriting the playbook for today's finance leaders. In this episode of  CPM Customer Success , host Andy Smetana explores how CFOs, Controllers, and FP&A Directors can turn uncertainty into opportunity, with clarity, speed, and confidence. Discover how OneStream Software helps finance teams: Consolidate, plan, and forecast in real time R...

Finance teams today are expected to close faster, provide daily insights, and stay ahead of new compliance demands, all with fewer resources. In this episode of CPM Customer Success, we explore how OneStream's Productivity Pack gives Finance the tools to work smarter: No-Code Allocations: Faster, IT-free allocation models Analytic Drill-Down: Flexible, intuitive data exploration Admin Assist: 35+...

In many organizations, Sales and Finance operate in silos — Sales focuses on territories, quotas, and incentives, while Finance forecasts revenue at a high level. What happens next? Disconnected plans, constant reconciliations, and missed opportunities. In this episode of CPM Customer Success , Nova Advisory explores how OneStream's Sales Planning and Sales Performance Management solutions bring S...

Finance leaders face constant pressure to close faster, forecast more accurately, and provide insights that drive strategy. In this episode, we explore how OneStream's 123 Solutions give teams a head start with pre-built, configurable tools for planning, reporting, and scenario modeling. Discover how these solutions help finance reduce manual work, improve accuracy, and respond to change with agil...

AI may be everywhere in today's headlines, but what really matters to finance leaders is trust, transparency, and results.   In this episode, we break down OneStream's SensibleAI portfolio: Studio, Forecast, Agents, and Account Reconciliations—and explore how they're reshaping Corporate Performance Management.   You'll learn how SensibleAI: ·        Improves forecast accuracy by up to 25% while cu...

Reconciliations don't have to be painful. In this episode, we explore how OneStream's Transaction Matching (TXM) transforms one of finance's most time-consuming bottlenecks into a streamlined, automated process. Learn why manual matching in spreadsheets creates risk, how TXM delivers speed and accuracy with configurable rules and direct integrations, and why its unified platform advantage sets it...

Numbers alone don't tell the full story.  In this episode, we explore how OneStream's Narrative Reporting empowers finance leaders to combine financial data with commentary, creating clear, contextual reports that drive action. Discover the challenges of traditional reporting, the key features of narrative reporting, from governance control to workflow management, and how organizations are using i...

Siloed data is one of the biggest challenges facing today's finance leaders. When finance, operations, and planning teams work in disconnected systems, decisions are delayed, forecasts are distorted, and strategy is put at risk. In this episode of the CPM Customer Success , we unpack the hidden costs of silos and explore how OneStream's unified platform breaks down these barriers. We'll cover: The...

Dynamic Allocations in OneStream: From Pain Points to Strategic Advantage In this episode of the CPM Customer Success Podcast , host Andy Smetana dives into the power of dynamic allocations in OneStream — and how they can transform accuracy, efficiency, and transparency in resource planning. Discover how to move beyond fragile, error-prone spreadsheets to a fully integrated, real-time allocation p...

In this episode of  CPM Customer Success , host Andy Smetana welcomes back Dave Collins, Director of Strategic Alliances at OneStream Software , to tackle a question every finance leader is asking: 👉  Should financial consolidations live in your ERP or your Corporate Performance Management (CPM) system? Dave breaks down: Why ERP software falls short for complex consolidations How OneStream drives...

In this episode of CPM Customer Success , we explore how OneStream's relational blending capability empowers FP&A teams to plan faster, forecast smarter, and tie every strategic decision back to granular operational data — all in real time. This episode covers: The biggest pain points finance teams face when working with disconnected data How relational blending allows real-time integration of HR,...

In this episode of CPM Customer Success , host Andy breaks down how modern finance teams can scale smarter—not bigger —by embracing OneStream's unified platform. As organizations grow, complexity compounds: more data, more reporting demands, more pressure—yet finance headcount often stays flat. Andy explores how finance leaders can bridge the "scaling gap" without overburdening IT or drowning in d...

Manual spreadsheets, broken forecasts, and outdated cash views—sound familiar? In this episode of CPM Customer Success , host Andy Smetana dives into one of the most overlooked challenges in corporate finance: cash planning. But we're not talking about business-as-usual budgeting. We're talking about automated, integrated, and strategic cash planning powered by OneStream . You'll discover how OneS...

In this episode of CPM Customer Success , we dive deep into one of the most persistent challenges in Finance: data integrity . Host Andy walks through how fragmented systems, manual reconciliations, and inconsistent data definitions wreak havoc on financial reporting and compliance. But the real focus?  How OneStream solves it all in one unified platform. Learn how OneStream's built-in Data Qualit...

Consolidations don't have to be a 15-day nightmare. In Episode 67, Andy MNA breaks down why global close processes are so hard—and how OneStream simplifies it all. From currency translations to intercompany eliminations, we uncover the tools and success stories (tech + hospitality) that prove what's possible when your platform just works. If you're scaling globally, this is your playbook. http://w...

Finance can't lead from behind siloed systems. In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making. Plus: real-world wins from a wat...

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success , we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning. Join us as we break down: Why traditional budgeting processes are fal...

🔮 Smarter Scenario Planning with OneStream: From What-If to What's Next In this episode, we explore how finance leaders are using OneStream to shift from reactive planning to proactive, AI-powered decision-making. We cover: The friction of traditional scenario planning How OneStream unifies data and logic into a single platform Real-world examples from global manufacturers How AI is reshaping for...

In this episode, host Andy Smetana recaps the major announcements and innovations from OneStream's Splash 2025 conference in Nashville. From the debut of  Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream's latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind. Discover real-world success...

In this Splash 2025 episode, host Andy Smetana from breaks down what finance leaders can expect from OneStream's flagship user conference in Nashville. From Sensible AI Forecast and ESG innovations to real-world success stories from Gibson Brands and Endeavor Energy, this episode is your front-row seat to OneStream's biggest announcements. We also spotlight how OneStream's no-code tools and unifie...

For this week's episode, Andy Smetana is joined by Pam McIntyre , SVP & Corporate Controller at OneStream Software, and Susan Maron , Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation. Together, they explore the origins of OneStream's Women in Finance initiative , the unique leadership qualities women bring to the table, and how mentorship and open dialogue can...

In this special edition of CPM Customer Success , host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can't-miss event for finance and accounting professionals. Listeners will hear Mark's career journey from Hyperion to OneStream, his perspectiv...