Andy Smetana
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey
CPM Customer Success is a OneStream software focused podcast for Finance executives. The purpose of this podcast is to help Office of Finance Executives fix their financial systems and Processes with OneStream, so they can Improve their Corporate Performance, WITHOUT spending nights and weekends in the office. Whether you are a Chief Financial Officer (CFO), Vice President (VP) of Finance, Accounting, Controller or Financial Planning and Analysis (FP&A), Director, Manager or leader in your organization, we'll have OneStream related content for you. Whether referred to as Enterprise Performance...
Where to listen?
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Episodes
Ep. 015 - How Growth-Focused Enterprises transform Finance with OneStream's CPM Express 07.11.2024 20:15
Discover how OneStream's CPM Express is transforming financial management for mid-sized companies with revenues between $200M and $1B. Join us as Peter Fugere, Chief Solutions Officer at OneStream and one of its earliest team members, explains how OneStream's newest offering, CPM Express , accelerates the speed-to-value for OneStream customers , empower ing finance teams with OneStream's full plat...
Ep. 034 - Feel Like It's Groundhog Day Every Close? Let OneStream Automate It 31.10.2024 17:37
Are your month-end closes starting to feel like Groundhog Day —the same tedious, repetitive tasks over and over again ? You're not alone! In this episode, we dive into how OneStream's powerful platform breaks the cycle of manual processes, bringing speed, accuracy, and peace of mind to finance teams everywhere. Join your host, Andy Smetana from Nova Advisory, as we explore real-life examples of...
Ep. 033 - Reporting Reimagined: Accelerating Finance with OneStream Solutions 23.10.2024 14:05
In this episode of the CPM Customer Success podcast, we explore how financial reporting can be transformed with OneStream's innovative solutions. Titled "Reporting Reimagined: Accelerating Finance with OneStream Solutions," this episode dives into the key strategies that finance leaders can adopt to streamline reporting, eliminate data silos, and gain real-time insights. Join us as we discuss:...
Ep. 032 - Crystal Ball or Spreadsheet? The Smarter Way to Plan with OneStream 18.10.2024 13:37
In today's unpredictable business environment, static spreadsheets just don't cut it. In this episode, we explore how finance leaders can replace outdated tools with OneStream's unified platform for smarter, more agile planning. Discover how AI-powered scenario modeling and rolling forecasts help organizations anticipate change, seize opportunities, and respond to risks—no crystal ball required ....
Ep. 031 - Streamlining the Chaos: How OneStream Simplifies Financial Close 09.10.2024 16:24
In this episode of the CPM Customer Success podcast, we explore one of the most daunting tasks finance and accounting leaders face—the financial close process. Managing multiple systems, intercompany, minority interests, currencies, and tight deadlines often feels overwhelming, but it doesn't have to be. Join us as we explore how OneStream's unified platform is revolutionizing the financial clos...
Ep. 030 - Ace-ing Reconciliations: How OneStream Transformed Ace Hardware's Financial Processes 02.10.2024 39:35
In this episode of the CPM Customer Success podcast , we sit down with Ace Hardware to explore their incredible journey of transforming account reconciliations using OneStream . Learn how Ace Hardware shifted from time-consuming, manual processes to a streamlined, transparent, and efficient reconciliation system that supports both corporate and subsidiary needs. Join Scott Bieniasz from Ace Hard...
Ep. 029 - Future-Proof Finance: How AI & OneStream SensibleML are Shaping Tomorrow's CFO Office 25.09.2024 12:38
In this episode of the CPM Customer Success podcast, we're continuing our series on OneStream's SensibleML . In this episode, we take a forward-looking approach to the future of finance and the evolving role of the CFO. With AI and OneStream's SensibleML at the helm, the finance office is being transformed into a hub of predictive insights , real-time data , and strategic decision-making . Join...
Ep. 028 - Level Up Your Forecasting: OneStream SensibleML's Secret to Smarter FP&A and Demand Planning 18.09.2024 12:01
In this episode of the CPM Customer Success podcast, we're continuing our series on OneStream's SensibleML , describing how SensibleML is revolutionizing Financial Planning & Analysis (FP&A) and demand planning . If you're ready to take your forecasting game to the next level, this episode is for you! We'll explore how SensibleML enables finance teams to move beyond manual processes and outdated...
Ep. 027 - AI in Action: Transforming Finance with OneStream's SensibleML 12.09.2024 13:03
In this episode of the CPM Customer Success podcast, we explore the world of SensibleML , OneStream's groundbreaking machine learning solution tailored specifically for finance professionals. Join us as we explore how SensibleML is transforming traditional forecasting and planning processes, making them faster, smarter, and more accurate than ever before. Whether you're struggling with manual sp...
Ep. 026 - Technical Debt Detox: How OneStream Simplifies Finance 05.09.2024 11:44
In this episode of the CPM Customer Success podcast, we dive into the world of technical debt and how it's silently draining your finance team's time, resources, and energy. Join us as we explore how legacy systems create hidden inefficiencies and why they could be holding your business back from reaching its true potential. But fear not— OneStream is here to help. We'll uncover how this unified...
Ep. 025 - Mastering Market Trends with OneStream: Financial Signaling in Modern Finance 29.08.2024 10:59
In this episode of the CPM Customer Success podcast, we dive deep into the cutting-edge world of Financial Signaling with OneStream. Join us as we explore how this powerful tool is revolutionizing the way finance leaders navigate market trends and make strategic decisions. Discover how OneStream's unified platform transforms raw financial data into clear, actionable insights—giving you the edge...
Ep. 024 - OneStream Solution Exchange: Where Innovation Meets Financial Strategy 22.08.2024 20:54
In this episode of CPM Customer Success , we're diving deep into the OneStream Solution Exchange—an invaluable resource for Office of Finance leaders looking to elevate their corporate performance management game. Join us as we explore the three pillars of the OneStream Solution Exchange: MarketPlace , PartnerPlace , and OpenPlace . Discover how these expertly crafted and community-driven soluti...
Ep. 023 - CPM Software Decisions Made Easy: How to Choose the Right Solution for your Organization 14.08.2024 20:31
In this episode of the CPM Customer Success podcast, we take you through a comprehensive guide to evaluating and selecting the right Corporate Performance Management (CPM) software solution for your organization. Choosing the right CPM software is more than just a technical decision— it's a strategic one that can impact your financial processes, data accuracy, and decision-making capabilities for...
Ep. 022 - Unifying Data for Success: Elevating Financial Insights with OneStream Integration 01.08.2024 14:48
In this episode of the CPM Customer Success Podcast, we dig into the transformative power of OneStream's Data Integration capabilities. Join us as we explore how OneStream unifies data to drive business success, ensuring unparalleled data quality and integrity. Whether you're a finance professional, an accounting expert, or an IT specialist, this episode is packed with valuable insights on how se...
Ep. 021 - Power of OneStream's Built-in Financial Intelligence 25.07.2024 13:22
n this episode of the CPM Customer Success podcast, we delve into the world of OneStream Financial Intelligence and uncover the powerful capabilities it offers to modern businesses. Join us as we explore what OneStream Financial Intelligence is, why it's crucial for today's fast-paced business environment, and the incredible benefits it brings to organizations. We'll start with an overview of On...
Ep. 020 - Mastering Financial Data Quality with OneStream: The Ultimate Differentiator 17.07.2024 14:40
Welcome to Episode # 20 of the CPM Customer Success podcast! Continuing our series on OneStream's unique differentiators, this episode delves into the critical topic of Financial Data Quality. Building on our previous Episode #18 discussion about Extensible Dimensionality, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors....
Ep. 019 - OneStream vs. Oracle Hyperion/Fusion Cloud EPM with Dave Collins 10.07.2024 41:59
In this episode of the CPM Customer Success podcast, we are joined once again by Dave Collins, an expert in Corporate Performance Management (CPM). Dave delves into a detailed comparison between Oracle Hyperion (aka Oracle Fusion Cloud EPM) and OneStream, highlighting the differences of Oracle's point solution approach vs. OneStream's platform. Dave shares insights into how OneStream's unified app...
Ep. 018 - Power of Extensible Dimensionality: Transforming Financial Management with OneStream 03.07.2024 18:46
Welcome to the CPM Customer Success podcast, where we empower Office of Finance leaders to streamline their financial systems and processes with OneStream, ensuring improved corporate performance without the extended office hours. In this episode, host Andy Smetana, CRO at Nova Advisory, drills down into the concept of OneStream's Extensible Dimensionality. As a key differentiator, Extensible Di...
Ep. 017 - Transforming OneStream Administration: How Nova Advisory's SMART Program Elevates Your Financial Systems 26.06.2024 13:57
In this episode of CPM Customer Success, we sit down with Joe Margotta , Partner at Nova Advisory , to explore the revolutionary SMART program—a premium post go-live administration service designed specifically for OneStream customers. SMART, which stands for System Maintenance and Remote Troubleshooting, offers a comprehensive solution to streamline your financial processes and enhance your OneSt...
Ep. 016 - 3 Common Office of Finance Challenges Solved by OneStream 19.06.2024 18:09
The 3 Kryptonite Weaknesses of Your Finance Systems (And How OneStream Can Be Your Superhero) Is your finance team battling inefficiency and outdated systems? They're not alone. Many departments face these financial kryptonite weaknesses: 1. The Point-Solution Hydra: Multiple, disconnected systems create a complex mess, wasting time and hindering collaboration. Imagine spreadsheets, legacy softwar...
Ep. 014 - OneStream Splash Empowers the Office of the CFO to Take Finance Further with Innovation to Core Finance Operations 05.06.2024 20:54
In this episode of CPM Customer Success, we report on the transformative innovations unveiled at OneStream's Splash 2024. Our guests, Nate Coate, CEO of Nova Advisory, and Susan Maron, Chief of Staff of Nova Advisory, share their initial impressions of the event . We h ighlight the impactful insights from the Vision Keynote by Tom Shea , explore the most exciting OneStream innovations, including...
Ep. 013 - How to promote OneStream in your organization and Take Finance Further 30.05.2024 7:52
If you're trying to convince your team about the value of implementing OneStream, this episode provides the insights you need. In this episode, we delve into OneStream's cause to "Take Finance Further." We discuss how OneStream empowers finance leaders to manage their finances more effectively, allowing for faster close , better planning, and more informed decision-making. Discover how OneStream's...
Ep. 012 - OSI Group CFO Transforms Financial Consolidations with OneStream and Nova Advisory 24.05.2024 34:03
In this episode, Andy welcomes Sherry from OSI Group to the CPM Customer Success Podcast. Sherry shares her insights and experiences in leading a successful finance transformation at OSI Group. She delves into her career background, her passion for bringing order to chaos, and the significant changes she has driven at the company. Tune in to hear about her challenges, the strategies implemented, a...
Ep. 011 - Unlocking the Power of OneStream at Splash 2024 - With Randy Cramp, Sr. Director Sales at OneStream 24.05.2024 27:24
This episode of the CPM Customer Success Podcast dives into the upcoming OneStream Splash conference in Las Vegas. Randy Cramp , Senior Sales Director at OneStream , joins the show to discuss how attendees can get the most out of the event . Cramp emphasizes the importance of planning and suggests reviewing the conference app to curate a personalized agenda. He also highlights networking opportu...
Ep. 010 - 7 Tips to Maximize Your Splash at the OneStream Splash Conference 24.05.2024 12:32
Today's podcast episode d ives into the dynamic world of the OneStream Splash conference, the annual watershed event for OneStr eam customers and prospects. Set against the vibrant backdrop of Las Vegas from May 20-23, this episode offers "7 Tips to Maximize Your Splash, at Splash," ensuring you ride the wave of opportunities during the event . Whether you're a seasoned OneStream customer or a pro...
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