The OneStream Podcast

One of the greatest strengths of the OneStream platform is its ability to create a large variety of reports and custom dashboards. Now there's a new book from OneStream press to help you do just that. On this edition of The OneStream Podcast, Peter Fugere is joined by the authors of “OneStream Advanced Reporting and Dashboards”, Roy Googin, Jessica Toner, and Andrea Tout, to discuss how this...

One of the biggest risks to an implementation is improper data reconciliation. Kevin Hebbel, from SC&H Group, joins Peter Fugere on this edition of The OneStream Podcast to discuss how to validate data and when this is best done during the implementation phase. 

After the requirements and design phase, it’s time to start building the OneStream solution. On this episode of the OneStream Podcast, Philip Parker, Managing Partner from Holland Parker, joins Peter Fugere to discuss the build phase and how to make sure the customer’s requirements are being met with the OneStream platform.

A great way to validate requirements and design sessions is the use of prototypes. Prototyping can help show how OneStream will handle various tasks for the customer and help to get buy-in from the different teams involved in an implementation. On this edition of the OneStream Podcast, Peter Fugere is joined by Liz Weir from Nova CPM to discuss prototypes and how they are a valuable part of a succ...

The design session is a critical part of a successful OneStream implementation. This is where the integration of the OneStream Platform starts to ramp up for customers. On this edition of the OneStream Podcast, Chris Barbieri and Jim Heflin from Finit join Peter Fugere to discuss what goes into design sessions and the steps you can take to help make them successful. 

On this episode of the OneStream Podcast, Peter’s journey through the process of creating high quality customer solutions enters the requirements phase. Joining Peter to discuss this important step is Black Diamond Advisory CEO Randy Werder. Together, they will cover preparing the client for the requirements session, ways to engage the client prior to the meeting and what results to expect from th...

Once a company has selected a corporate performance management (CPM) solution, the real work begins. The implementation is a partnership between the customer, the software vendor and the implementers. On this episode of the OneStream Podcast, Nick Blades, Vice President of North American Services at OneStream, takes Peter through the implementation process. From the style of project management to...

Choosing a corporate performance management (CPM) vendor to partner with is a major decision for companies. On this episode of the OneStream Podcast, Peter Fugere is joined by Lead Solutions Consultants Charlie Harris, Jim DePietto, and Michelle Pretlow to discuss the importance of the presales process and how OneStream uses it to show potential clients how our single, unified platform can simplif...

On this episode of the OneStream Podcast, Peter Fugere talks with Terry Ledet and Jon Rambeau from the Specialty Engineering team about the CPM Blueprint solution. Built for customers and partners, the CPM Blueprint solution can serve as a starting point for an implementation, provide training as a reference application for sound design principles, or provide validation of various settings within...

The adoption of artificial intelligence (AI) and machine learning (ML) by the Office of Finance and Operations is a matter of when — not if. Sensible ML, OneStream’s first AI-enabled MarketPlace solution, is designed to productize time-series ML modeling for corporate performance management (CPM) and break down the traditionally high barriers to entry of advanced analytics for organizations. On th...

On this episode of the OneStream Podcast, Peter goes sailing through the history of how the company was started and grown with Co-Founder and President of OneStream, Craig Colby. Craig details how OneStream has evolved since its inception, not only as a platform but also in the sales process to better support our mission of delivering 100% customer success. 

Platform, platform, platform. Listeners of the OneStream Podcast know how passionate Peter is about that subject and on this episode he is joined by a guest who’s just as passionate. Bob Powers, one of the co-founders of OneStream Software and current CTO, talks about how a handshake and long nights of coding over a decade ago has led to a platform that is revolutionizing corporate performance man...

The OneStream Podcast kicks off Season 2 with a very special guest. OneStream CEO Tom Shea joins Peter Fugere to talk about how a simple concept from years ago has grown to a powerful solution that is changing the entire corporate performance management (CPM) market today!

Season Two of the OneStream Podcast is fast approaching and Peter has a great list of guests lined up! Here's Peter with what we can expect. See you January 17th!

A platform is only as good as the people using it and OneStream is dedicated to making sure customers have ample training options that work with their busy schedules. On this episode of the OneStream Podcast, Peter Fugere talks with Beverly van de Velde, Vice President, Global Education Services at OneStream about the importance of education, the Certification program, OneStream Navigator, and wha...

OneStream is a modern, unified platform that is revolutionizing corporate performance management (CPM) and a key feature of that is reporting. On this installment of the OneStream Podcast, Jacqui Slone from Product Management and Distinguished Architect Chul Smith join Peter Fugere to discuss how to deliver quality reports that perform to their peak and the valuable reporting insights they share i...

OneStream is a unique and powerful single source, intelligent financial platform. And with that, there are some unique terms when it comes to using the software. One such term is “Stubbing Out”. In this special edition of the OneStream Podcast, Peter Fugere leads a panel discussion about what exactly “Stubbing Out” means, and when it should be used. Joining Peter for this round table are fellow On...

OneStream is a single platform containing several engines that allow you to unify all of your financial and operational data. One of those engines is BI Blend, which plays a key roll in OneStream’s analytic blend capabilities. On this edition of the OneStream Podcast; Sam Richards, OneStream Architect, joins Peter Fugere to discuss what BI Blend is and how it can detect trends and financial signal...

The OneStream mission statement is “Every customer is a reference, one success at a time”. On this edition of the OneStream Podcast, Peter Fugere talks with Mark Sims, Vice President, Customer Success, about how his team is helping to accomplish this goal and how OneStream is perfecting the imperfect science of Customer Success. 

A critical component of any successful implementation is strong project management. On this episode of the OneStream Podcast, Peter Fugere talks with Greg Bankston, Director of Customer Success for the Southern Region at OneStream, about all things project management. This is a great discussion with valuable insights for project managers everywhere. If there is a topic you would like to see us cov...

OneStream’s unique ability to provide a multitude of solutions across dozens of industries is largely due to its dynamic Finance Engine. On this edition of the OneStream Podcast Peter Fugere talks with OneStream Distinguished Architect Jon Golembiewski about his book, OneStream Finance Rules and Calculations Handbook, and how everyone from novice users to seasoned veterans can learn to write Finan...

The OneStream MarketPlace is a great way to extend your investment and add value to your existing OneStream Platform. Join Peter Fugere as he talks with Jason Fitzgerald, Senior Vice President of Specialty Engineering for OneStream, about the many solutions available in the MarketPlace and how they can help you address changing business requirements without adding complexity. If there is a topic y...

On this edition of the OneStream Podcast, Peter Fugere dives deeper into the "OneStream Financial Close Handbook". This time Peter brings us a look at the book from a partner’s perspective. Michael Malandra and Mike Queeney from Direct Analytics join the show to discuss how OneStream helps to streamline Financial Close and Consolidation and how the "OneStream Financial Close Handboo...

This episode is part of the OneStream Press Author Series and focuses on the OneStream Press book: "OneStream Financial Close Handbook”. Join Peter as he talks with three of the authors, Jessica McAlpine, Ryan Connors and Kelly Darren about this new book and how readers can benefit from it. Learn about OneStream and the Financial Close from three unique points of view and get inspired with re...

This edition of the OneStream Podcast is part of our Foundation Series and covers Dashboards and Reporting. Peter Fugere is joined by Nick Blades, OneStream VP of North America Services. Together they take a deep dive into what goes into creating dashboards and reports using the OneStream platform. Nick shares tips and best practices he has learned from over eighteen years in the industry. Touchin...