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

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 stories, like Endeavor Energy cutting forecast time from 2 days to 10 minutes—without a single data scientist. Whether you're already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what's now and what's next. https://www.novaadvisory.com/podcast  

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 unified platform are helping finance teams move faster, forecast better, and scale smarter.

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 help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership. Whether you're a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it's also about empowering people. ✨ Attending Splash in Nashville? Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women's Soccer League, and OneStream Software.

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 perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream's unified platform and practical AI innovations. You'll also learn how: Splash helps prospects validate OneStream as a strategic solution Existing customers expand platform use cases like forecasting and reconciliations Sensible AI is driving better forecast accuracy without overwhelming finance teams To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!) Plus, get a preview of Nova Advisory's customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

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 decisions across divisions, this episode breaks down the tools and tactics to do it right.

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 OneStream Marketplace—is helping finance and accounting leaders streamline capex planning, gain real-time insights, and unlock long-term value from their investments. We'll cover: What modern capital planning should look like The top 5 pain points most finance teams struggle with How OneStream simplifies fixed asset tracking, depreciation, and capital forecasting Real-world results, including: A federal agency that cut 300+ hours/month in reporting A global manufacturer that eliminated Excel chaos and improved asset governance If you're responsible for budgeting, forecasting, or managing strategic investments, this episode gives you a practical look at how OneStream can transform the way you plan and prioritize capital. Listen all our episodes here: https://www.novaadvisory.com/podcast

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, compensation modeling, and scenario planning — all inside the same platform they already use for close, reporting, and budgeting. ✅ Plan new hires, transfers, contractors, and merit increases ✅ Align labor assumptions with your financial and operational models ✅ Automate calculations with global drivers for taxes, salaries, and benefits ✅ Get real-time dashboards and pixel-perfect reporting ✅ Hear a success story from a global manufacturer who cut forecast cycles and aligned headcount with production demand Whether you're an FP&A leader, controller, or CFO — this episode gives you a practical roadmap to move from firefighting to strategic workforce planning.

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 platform. They explore: • The scalability limitations of cube-based models • How OneStream eliminates technical debt through unification • Real-world examples of organizations transitioning from Anaplan to OneStream • Integration and data quality strategies that actually work • Why AI, automation, and built-in financial intelligence are reshaping performance management Whether you're an FP&A leader, IT stakeholder, or evaluating CPM solutions across your organization, this episode offers strategic insight to help you make a smarter, future-ready decision.

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 their business, but finance leaders know that transactions alone don't drive insights. Andy shares why leading with CPM, powered by OneStream, is the smarter, faster, and more strategic choice for finance teams looking to eliminate manual processes, accelerate decision-making, and gain a single source of truth. Hear real-world success stories—like how Mexico's largest logistics company streamlined 15 ERPs with OneStream—and discover how an EPM-first approach can transform finance without waiting for a multi-year ERP overhaul.  

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.

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 functionality, assess costs, and build a strong business case. Download the free workbook at novaadvisory.com/podcast and take control of your CPM journey today!

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 assessment, identifying key gaps, and leading a strategic reimplementation to transform OneStream into a powerful tool for financial efficiency and decision-making. She dives into the importance of extensibility, user adoption strategies, and the role of training in maximizing ROI. If you're a finance leader, system administrator, or anyone looking to unlock the full potential of OneStream, this conversation is packed with real-world insights, best practices, and success strategies to help you drive impact across your organization.

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 reporting times and improving decision-making through OneStream Software. Don't miss this actionable guide to streamlining your finance function and driving smarter, faster decisions. Plus, download our free CPM Software Evaluation Workbook to kick-start your transformation: http://www.NovaAdvisory.com/podcasts Subscribe and stay tuned for more episodes focused on enhancing your corporate performance management.

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 cycles by 50% • Boosted forecast accuracy by over 20% • Eliminated data silos using the OneStream platform If your organization is struggling with fragmented data, manual processes, or outdated insights, this episode will inspire you to take your forecasting to the next level. Plus, download our free CPM Customer Success Software Evaluation Criteria and Selection Workbook to guide your CPM journey.

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 share real-world examples of ROI and insights into helping customers measure and track their OneStream value post-implementation.

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.

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 challenges, and how OneStream eliminates these obstacles with its extensible dimensionality and unified architecture. Discover actionable insights on achieving faster ROI, better financial outcomes, and a seamless transition from legacy systems. Whether you're considering a move or just curious about the landscape, this episode is packed with valuable takeaways for finance leaders. Check out all our episodes here: www.novaadvisory.com/podcast  

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 into a strategic advantage. With insights into ESG reporting trends and a success story from a Global Insurance company, this episode offers practical solutions for finance and accounting professionals striving for accuracy, efficiency, and transparency. Tune in and take the first step toward confident compliance! Visit our YouTube Channel to find out more episodes: https://www.youtube.com/@CPMCustomerSuccess  

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 by up to 40%. A deep dive into an automotive sector success story, including how they reduced excess inventory costs by 15% and achieved 50% faster reporting cycles. Packed with practical insights and real-world examples, this episode is your recipe for mastering financial planning. Don't wing it—prepare for every outcome with OneStream.

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 business intelligence. Whether you're looking to optimize performance, unlock data-driven strategies, or reimagine your reporting, this episode offers practical tips and real-world examples to get you started.

In this episode of the CPM Customer Success podcast, we sit down Mauser Packaging Solutions CFO, Aldo Tesi, 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 granular reporting, and improved accounting processes across their complex, global organization. Sal provides insights into the collaborative approach taken to design flexible reporting and allocation capabilities to meet Mauser's requirements. The discussion covers overcoming data and adoption challenges, as well as the tangible benefits Mauser has realized, such as faster financial close, better visibility into profitability by plant and product, and the ability to quickly onboard acquired businesses onto the platform. Aldo and Sal also share advice for finance leaders considering a OneStream implementation, emphasizing the importance of understanding your data, engaging the internal team as true partners, and selecting an experienced implementation provider that is focused on achieving your desired outcomes. This episode offers valuable lessons for any organization looking to transform their financial systems and processes to better support data-driven decision making."  Mauser Packaging Solutions is a global leader in sustainable packaging, offering innovative solutions that span the entire packaging lifecycle. Formed in 2018 through the combination of industry leaders BWAY, MAUSER Group, National Container Group (NCG), and Industrial Container Services (ICS), the company specializes in manufacturing, reconditioning, and recycling packaging for a wide range of industries. With a commitment to sustainability and a vast global network, Mauser Packaging Solutions provides high-quality, environmentally responsible packaging options that support the circular economy. For more information, visit their website: Mauser Packaging Solutions.  Nova Advisory is the leading OneStream consulting firm specializing in delivering innovative, data-driven solutions for businesses looking to enhance their financial performance and operational efficiency. With deep expertise in Corporate Performance Management (CPM), Nova Advisory partners with clients to implement tailored strategies that drive growth, streamline processes, and improve decision-making. Committed to excellence and client success, Nova Advisory leverages OneStream's cutting-edge OneStream and industry best practices to transform businesses into agile, future-ready enterprises. For more information, visit Nova Advisory.  The episode comes with a FREE resource to help you achieve CPM Customer Success. Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.  Review all our episodes at www.novaadvisory.com/podcast  

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.

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 how automation transforms critical finance functions like trial balance collection, intercompany eliminations, and cash flow reporting. Discover how OneStream empowers finance teams to close faster, with fewer errors, and regain precious time to focus on high-value tasks.  If you're ready to escape the endless month-end loop, this episode is for you! Tune in and learn how to automate your way to a stress-free close.  Visit www.novaadvisory.com/podcast for all of our episodes Also visit our YouTube channel:  https://www.youtube.com/@CPMCustomerSuccess/videos  

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:

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.  Through real-world examples from retail, healthcare, and manufacturing, we show how companies are boosting efficiency, shortening budget cycles, and aligning strategy with operations using OneStream. Learn why switching to dynamic forecasting and predictive analytics is the key to staying ahead in competitive markets.  Whether you're dealing with supply chain disruptions or managing complex financial plans, this episode offers practical insights into creating business agility. Tune in and find out how OneStream's guided workflows and seamless data integration are changing the way businesses forecast and thrive.  Visit our podcast episodes at: www.novaadvisory.com/podcast

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 close, consolidation, and reporting processes. From eliminating complex manual tasks to providing real-time data transparency, OneStream allows organizations to close their books faster and with more accuracy. Discover how this platform simplifies intercompany transactions, enhances data accuracy, and helps you avoid spending nights and weekends in the office. If you're ready to transform your financial close process, this episode is a must-listen! 

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 Hardware and Sal Messina from Nova Advisory as they discuss:  

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 us as we explore how SensibleML is future-proofing finance teams by automating complex processes, enhancing scenario planning, and enabling finance leaders to predict the future with confidence. From real-time forecasting to agile decision-making, we'll break down how AI is reshaping finance operations and positioning CFOs to lead their companies into the future.  In this episode, we cover:  

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 tools, delivering AI-powered insights that help you make smarter, faster decisions. Discover how SensibleML streamlines scenario planning, predicts demand with precision, and optimizes inventory levels—giving your finance team a strategic edge in today's fast-paced world.  In this episode, we cover:  

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 spreadsheets or looking to supercharge your financial forecasting with AI, this episode will show you how SensibleML can streamline your FP&A, improve data accuracy, and empower your team to make better, more informed decisions in real-time—without needing a team of data scientists. Tune in to discover real-world success stories and learn how to bring predictive power into your day-to-day financial processes.  Get ready to see AI in action and take your finance function to the next level! 

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 platform simplifies financial processes, eliminates the need for multiple fragmented tools, and slashes technical debt. From real-world success stories to actionable insights, this episode is packed with tips to help you streamline operations and take control of your finance function.  Whether you're a CFO, controller, or finance leader, this episode will show you how to detox your technical debt and unlock the full potential of your team with OneStream. Tune in to start your journey toward a simplified, more efficient financial future!  Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice. 

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 you need to stay ahead of the competition. Whether you're looking to predict market shifts, capitalize on emerging opportunities, or avoid potential pitfalls, Financial Signaling is your new secret weapon.  Tune in to learn how to harness the full potential of OneStream's Financial Signaling to not just survive, but thrive in today's fast-paced financial landscape. If you're a finance or accounting professional ready to elevate your decision-making and master market trends, this episode is for you!  Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice. 

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 solutions can streamline your financial processes, enhance accuracy, and drive strategic growth within your organization. From automating Account Reconciliations to optimizing People Planning and ensuring ESG compliance, this episode provides actionable insights on how to leverage these solutions to solve real-world challenges.  Whether you're a CFO, Controller, or Finance Manager, this episode is packed with practical advice and innovative ideas that will help you transform your finance operations. Tune in to learn how to harness the full potential of OneStream's Solution Exchange, and start making smarter, faster decisions that propel your business forward.  Key Takeaways:  Streamline Account Reconciliations and close processes with MarketPlace solutions.  Leverage PartnerPlace solutions for specialized needs like Lease Accounting.  Collaborate and innovate with the OpenPlace community, sharing and developing solutions for ESG reporting and more.  Don't miss this opportunity to gain a competitive edge in your financial operations—listen now and unlock the power of OneStream's Solution Exchange!  Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice. 

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 years to come.  We'll break down the key criteria you should focus on during the evaluation process, including unified platform capabilities, extensibility, financial data quality, financial intelligence, and data integration. Plus, we'll explore the importance of selecting the right implementation partner, like Nova Advisory, to ensure your CPM solution, if you choose OneStream, is configured and deployed successfully.  Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice. 

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 seamless data integration can elevate your financial reporting and operational efficiency.  We'll break down what makes OneStream's Data Integration unique, from the Smart Integration Connector to the powerful Data Management and Stage Engines. Discover how these features streamline the data integration process, reduce errors, and provide a single version of the truth across your organization.  Listen in as we discuss real-world examples of companies that have transformed their data integration processes with OneStream, achieving faster, more accurate financial insights. Learn why OneStream's approach to data integration is a game-changer for businesses looking to future-proof their financial operations and maintain a competitive edge.  Don't miss out on this comprehensive guide to mastering data integration with OneStream—your key to ensuring data quality and achieving financial success.  

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 OneStream's unified Corporate Performance Management platform and its built-in financial intelligence features. Learn how automated financial consolidations, built-in currency translations, and advanced financial analytics can transform your financial operations, ensuring accuracy, compliance, efficiency, and deeper insights.  Hear messaging from OneStream's founders as they share their insights and real-world examples of how Financial Intelligence has revolutionized financial management for OneStream customers.  Whether you're a finance professional seeking to streamline processes or a business leader aiming to enhance financial insights, this episode is packed with valuable information to help you understand and leverage the full potential of OneStream Financial Intelligence.  Tune in and discover how you can transform your financial operations from a cumbersome, error-prone process to a streamlined, efficient, and accurate system with OneStream Financial Intelligence.  Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today! 

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.  Join us as we uncover the history and evolution of OneStream's Financial Data Quality. Learn about the comprehensive capabilities of OneStream's Financial Data Quality engine, including seamless data integration from multiple sources, automated data loading, and robust auditing features.  We'll discuss why financial data quality is essential for your business, highlighting its impact on reporting accuracy, risk mitigation, efficiency, and decision-making confidence. Hear real-world success stories and see how OneStream outperforms competitors like Hyperion, Anaplan, Tagetik, and Workday.  Whether you're already a OneStream user or exploring corporate performance management solutions, this episode offers valuable insights into mastering financial data quality. Discover how OneStream can transform your financial processes, providing you with the confidence and clarity needed to drive performance and lead at speed.  Tune in now to gain a deeper understanding of OneStream's Financial Data Quality and its role in ensuring your data is accurate, reliable, and ready to support your business decisions. 

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 approach addresses the technical debt and integration complexities often encountered with Oracle Hyperion's multiple separate module solutions…whether on-premise or in the cloud.  Dave provides compelling OneStream success stories, and explains how OneStream has drastically improved performance and operational efficiency for its customers. He also discusses OneStream's latest innovations like CPM Express, and how OneStream ensures continuous improvement by incorporating customer feedback.  Tune in to discover why organizations are increasingly choosing OneStream over Oracle Hyperion to streamline their financial processes and achieve greater success.  Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today! 

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 Dimensionality is a game-changer for financial management. Andy simplifies the concept, explaining what it is, why it matters, and how it enables businesses to meet both corporate financial standards and operational needs seamlessly.  Discover how Extensible Dimensionality can transform your data management, enhance efficiency, and lower risks. Hear real-world examples and insights on how this innovative feature allows for flexibility, improved reporting, and faster decision-making. By the end of this episode, you'll understand why OneStream's Extensible Dimensionality is a must-have for your business.  Subscribe or follow to ensure you don't miss out on future episodes filled with expert advice and success stories in the world of corporate performance management.  Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today! 

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 OneStream platform management.  Joe shares the vision behind SMART and discusses the ideal customer profile for these services. We delve into the specific benefits that existing OneStream customers can expect, from seamless integration to continuous improvement and system optimization. Hear an inspiring success story of a client who transformed their financial operations through SMART, and discover how the SMART team becomes an essential part of your organization, ensuring smooth transitions and alleviating administrative tasks.  We also compare the cost and resource allocation of SMART services to hiring an OneStream administrator, providing valuable insights for decision-makers. Finally, Joe gives us a glimpse into the future of SMART services and the evolving landscape of financial platforms.  Whether you're an existing OneStream customer or considering a move to this powerful platform, this episode offers critical insights and practical advice to help you achieve financial excellence. Tune in to learn how Nova Advisory's SMART program can elevate your financial systems to new heights!  Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today! 

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 software, and siloed data sources – a true monster for any finance team! 2. The Technical Debt Monster: Reliance on outdated or poorly integrated systems creates a growing technical debt that weighs down your team's progress. Think of it as a financial gremlin constantly causing problems and slowing you down. 3. The Inflexibility Golem: Legacy systems often lack the flexibility to adapt to your ever-changing business needs. This inflexible golem prevents your finance team from keeping pace with growth and new opportunities. Introducing OneStream: Your Financial Superhero! OneStream is a unified financial platform that tackles these challenges head-on, empowering your finance team to be their best. OneStream Slashes the Hydra: It consolidates all your financial tasks into a single platform, eliminating the need for multiple point solutions. Think of it as a powerful sword, cutting through the complexity and simplifying your financial processes. OneStream Crushes the Technical Debt Monster: With its modern architecture and built-in financial intelligence, OneStream eliminates technical debt, freeing your team to focus on strategic initiatives. It's like a financial kryptonite that destroys the monster, allowing your team to operate efficiently. OneStream Outmaneuvers the Inflexibility Golem: OneStream's "extensible dimensionality" provides the flexibility to adapt to your business needs. Imagine your finance team with the agility of a superhero, easily adapting to change and growth. Ready to Unleash Your Finance Team's Superpowers? Listen to the latest episode of the CPM Customer Success Podcast from Nova Advisory to discover how OneStream can transform your finance department.

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, empowering finance teams with OneStream's full platform in a fraction of time of a typical implementation.  Learn how a OneStream customer can get up-to-speed with OneStream, yet focus their core team on doing what they do best: delivering meaningful business insights to improve corporate performance. Tune in to learn how CPM Express can elevate your enterprise's financial management capabilities. 

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 highlight the impactful insights from the Vision Keynote by Tom Shea, explore the most exciting OneStream innovations, including AI-driven finance transformation tools and enhanced narrative reporting capabilities. Tune in to hear about inspiring customer success stories and how these innovations are set to revolutionize the Office of the CFO. 

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 innovative solutions reduce technical debt, provide robust audit trails, and enable seamless data integration. Learn how finance teams can move beyond traditional reporting to truly drive business forward with AI-powered forecasts and unified financial insights. Take Finance Further.