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

Strategic Planning: Align, Model, and Move — All in OneStream In this episode of CPM Customer Success , we explore how finance and accounting leaders can transform strategic planning from a disconnected corporate exercise into a dynamic, agile, and insights-driven process — using OneStream. Whether you're building a 5-year plan, launching a new initiative, or managing capital and workforce decisio...

🚨 New Episode: The Close Before the Close What if your account reconciliations didn't have to wait until the books were closed? What if you could see risk sooner, automate low-impact accounts, and speed up your close without sacrificing accuracy? In our latest solo episode of CPM Customer Success , we dive into OneStream's Account Reconciliation solution —and how it's helping finance teams reclai...

Let's face it—capital planning is one of the most important, yet most frustrating, parts of the finance function. From siloed spreadsheets to unclear ROI metrics and approval chaos, most organizations are making multimillion-dollar decisions without full visibility or confidence. In this solo episode of CPM Customer Success , we break down how OneStream's Capital Planning solution—available in the...

If your workforce planning process still runs on spreadsheets, late-night version control emails, and guesstimates about labor costs — it's time for an upgrade. In this solo episode, we explore the power of People Planning — one of the most practical and impactful solutions in the OneStream Solution Exchange. You'll learn how finance teams can take full ownership of headcount forecasting, compensa...

In this episode of CPM Customer Success , host Andy Sana welcomes back Dave Collins, Director of Solutions Consulting at OneStream Software, for a deep-dive discussion into one of the most common comparisons finance teams are making today: OneStream vs. Anaplan. Dave breaks down the core differences between modular "connected planning" tools like Anaplan and OneStream's unified, extensible CPM pla...

Is your finance team stuck in spreadsheets, waiting for an ERP upgrade to improve reporting and forecasting? You might be putting the cart before the horse. In this episode of the CPM Customer Success Podcast , host Andy Smetana of Nova Advisory dives into the critical question: Should you implement CPM (Corporate Performance Management) or ERP first? Many companies assume ERP is the backbone of t...

🚀 Spreadsheet Chaos: Final_v2_FINAL_NoReally—Breaking Free for Good 🚀 We've all been there—emailing spreadsheets back and forth, each with a new "final" version that's anything but final. Version control issues, formula errors, and last-minute reconciliations turn finance teams into spreadsheet firefighters instead of strategic leaders. In this episode of  CPM Customer Success , we tackle the sp...

In our latest episode of the CPM Customer Success Podcast , we dive deep into mastering OneStream implementations with insights from Susan Maron , Chief of Staff at Nova Advisory. If you're a finance leader considering or currently navigating a OneStream project, this episode is packed with actionable advice to set you up for success. 💡 What's In It for Finance Leaders? • Strategic Preparation: L...

Unlock the full potential of your CPM investment with our latest episode! This time, host Andy Smetana takes you on a guided walkthrough of Nova Advisory's CPM Customer Success Software Evaluation Criteria & Selection Workbook —your essential tool for making informed CPM software decisions . Whether you're evaluating OneStream or comparing multiple vendors, this framework helps you score functiona...

When Gabby Morales joined IPS Corporation as Global Financial Systems Manager, she expected to find a robust OneStream platform in action. Instead, she discovered a system that was vastly underutilized—with just one active internal user. Rather than settling for the status quo, Gabby took action. In this episode of CPM Customer Success , Gabby shares her experience conducting a OneStream health as...

💡 Beyond the Numbers: How Data Integration Expands Finance Planning In today's fast-moving finance world, planning isn't just about looking at historical data—it's about real-time insights, predictive analytics, and strategic decision-making . In this episode, we break down why data integration is critical for finance teams , the biggest roadblocks in traditional planning, and how OneStream's uni...

📢 Breaking Free from the Month-End Madness: The Fast-Track to an Efficient Financial Close Struggling with long, painful financial close cycles ? You're not alone. Many finance teams spend 10+ days closing the books, only to deliver outdated numbers to leadership. But what if you could cut your close time from days to hours ? In this episode, we uncover: ✅ The biggest pain points slowing down th...

📢 New Episode Alert: The Power of Real-Time Finance! Finance teams today are drowning in data silos, slow reporting, and outdated numbers —but it doesn't have to be that way. In this episode of the CPM Customer Success Podcast , we uncover how real-time reporting and analytics are revolutionizing financial decision-making. 🔍 Key Takeaways: • The 4 biggest pain points slowing down finance teams •...

How can finance leaders overcome fragmented systems and create a single source of truth ? In this episode, we explore how disconnected processes hinder efficiency, trust, and transparency—and how OneStream's unified platform solves these challenges. Hear inspiring stories from OSI Group and Johnson Outdoors , who partnered with Nova Advisory to revolutionize their financial operations, cutting rep...

In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the transformative power of financial forecasting done right. Discover how accurate forecasting enables smarter decision-making, supports adaptability in a fast-paced business landscape, and builds organizational trust. Andy shares the compelling story of a global animal nutrition company that: • Cut their reporting...

n Episode 44, we explore the world of Value Realization with Nate Gruys, Director of Sales and Customer Management, and Mitch Turner, Head of Value Transformation at OneStream. This episode unpacks how OneStream's unified platform transforms finance by streamlining processes, reducing costs, and achieving significant efficiency gains in financial close, reporting, and planning. Nate and Mitch also...

In Episode 43 of the CPM Customer Success Podcast , we close out 2024 with a forward-looking discussion on the 5 trends redefining corporate performance management in 2025. 🚀 Join host Andy Smetana as we explore: • The rise of digital transformation in finance. • How AI-driven insights are shaping smarter decision-making. • The evolving role of the CFO as a strategic leader. • Overcoming the chal...

🎙️ Optimizing Financial Workflows: Your Guide to a Seamless 2025 In this special year-end episode of the CPM Customer Success Podcast , we're tackling one of the most important topics for finance leaders: optimizing financial workflows. Join us as we dive into: • The importance of efficient workflows for finance and accounting teams • How AI-powered solutions like OneStream can supercharge automat...

🎄 This holiday season, give your finance team the ultimate gift: Financial Intelligence! In this festive episode of the CPM Customer Success Podcast, we unwrap the secrets of Financial Intelligence through Advanced Calculations . Discover how finance leaders are transforming their organizations by: ✅ Automating complex processes like multi-currency consolidations and intercompany eliminations....

In this episode of Nova Advisory's CPM Customer Success , host Andy Smetana welcomes back Dave Collins, Director of Solution Consulting and Strategic Alliances at OneStream Software.  Together, they dive deep into a head-to-head comparison of SAP's modular CPM approach and OneStream's unified platform. Learn about the limitations of SAP's fragmented system, including technical debt and integration...

In this episode of the CPM Customer Success Podcast, we dive into the complexities of regulatory compliance and reporting and explore how OneStream empowers organizations to meet global financial standards with ease. Discover the common challenges finance leaders face, from evolving regulations to time-consuming manual processes, and learn how OneStream's unified platform transforms compliance int...

This Thanksgiving, join us for "A Full Plate of Planning: How OneStream Prepares You for Every Outcome" as we explore the transformative power of scenario planning and forecasting. In this episode, we'll uncover: The biggest challenges finance teams face today on planning and forecasting —and how to overcome them. How OneStream uses AI to automate "what-if" scenarios and improve forecast accuracy...

In this episode of CPM Customer Success , we dive into the game-changing world of advanced analytics powered by OneStream's BI Blend. Join us as we explore how finance teams can integrate operational and financial data for deeper insights and more impactful decision-making. Learn how OneStream's unified platform simplifies complex data blending, enabling predictive analytics and actionable busines...

In this episode of the CPM Customer Success podcast, we sit down Mauser Packaging Solutions CFO, Aldo Tes i , and Nova Advisory Partner, Sal Messina , to discuss Mauser's successful implementation of the OneStream platform. Aldo shares his career background and the key business challenges that led Mauser to evaluate and ultimately implement OneStream, including the need for better data, more granu...

In this episode of CPM Customer Success , titled "Sheet Happens: How OneStream Transforms Transparency (No More Spreadsheet Nightmares!)", we're tackling the chaos of financial data in the wild world of spreadsheets. 🌪️💼 Join us for a fun yet insightful chat on how OneStream's single-platform solution is helping finance teams escape the nightmare of scattered spreadsheets and endless reconciliati...