The OneStream Podcast

On this edition of the OneStream Podcast, Chul Smith joins Peter Fugere to discuss the newly released Second Edition of the OneStream Foundation Handbook. They'll discuss how this edition reflects platform updates, along with the ongoing development of the OneStream landscape.

On this edition of The OneStream Podcast, Alex Ladd and Tommy Smith from MindStream Analytics join Peter Fugere to discuss the 606 Accrual Manager Solution and how it is helping companies with recurring revenue enter and store contracts, performance obligations and invoices; and accurately calculate accruals over the life of the contract based on ASC606. 

On this edition of The OneStream Podcast Andrea Tout, from OneStream's product management team, joins Peter Fugere to talk about our new ESG Reporting and Planning solution. The two discuss how this pre-built solution is helping customers align ESG reporting with financial reporting and planning to deliver rapid and actionable insights to internal and external stakeholders. In addition to helping customers manage the complexities of ESG reporting requirements, it allows them to take finance further by proactively planning, measuring and managing the impact of ESG initiatives across the enterprise through our unified platform.

On this episode of The OneStream podcast, Bogdan Hancas and Scott Moore from InfinitySPM join Peter Fugere to talk about their Sales Operation Management solution. The trio discuss how the Sales Operation Management solution is helping sales operations and finance teams maximize efficiency, set realistic sales targets, and enhance performance tracking.

Cameron Lackpour and Calvin Kattookaran join Peter Fugere to discuss Black Diamond Advisory's growing family of Partner Solutions for the OneStream Platform, including the new BDA Accordion Rolling Forecast.

On this episode of The OneStream Podcast, Peter Fugere is joined by Frank Dossing and Ruben Cammeraat from AIQOS to discuss the Lease Accounting Solution, a multi-partner collaboration that is helping customers perform the necessary IFRS16/ASC842 compliant calculations and expedite their lease contract management. The trio also talk about AIQOS' new App Factory that is focusing on developing more new solutions for the OneStream community.

Strong partnerships are an integral part of OneStream's mission for 100% customer success. On this special edition of The OneStream Podcast, Peter Fugere talks with Shawne Van de Steeg, VP of Strategic Alliances at OneStream, about the importance of our partners and how we will be recognizing them during Partner Appreciation Month this February.

On this episode of The OneStream Podcast, Marley Watson and Jerri McConnell join Peter Fugere to discuss CPM Express and how it is redefining the approach to implementing Corporate Performance Management (CPM) by blending rapid deployment, intuitive usability, and comprehensive financial management into a single, seamless solution. Designed for organizations seeking to leapfrog to successful financial clarity without the complexity, CPM Express is a streamlined path to advanced financial operations.

OneStream's Sensible Machine Learning and Artificial Intelligence solutions are enabling customers to plan with confidence, gain insights, and forecast more accurately than ever before. On this episode of the OneStream Podcast, Jack Lucci from OneStream's AI and Operational Analytics team joins Peter Fugere to discuss advancements in Sensible ML and AI technology and how these advancements are breaking down the traditional barriers to embracing AI/ML and enriching organizational collaboration.

On this episode of The OneStream Podcast, Peter Fugere is joined by Ian Bowden, from BDO, and Ashley Chapman, from Inlumi, to discuss their joint PartnerPlace solution, Enterprise Tax Reporting. The trio discuss how changes in tax reporting including, Pillar 2 requirements, have made it more important than ever to have the proper platform and connected solutions for businesses to accurately and confidently report taxes in an ever changing global environment.

OneStream's Solution Exchange provides over 100 solutions designed and built to help you continually adapt the platform to your business needs and maximize your investment. The CPM Blueprint and ESG Blueprint are two recent additions that provide valuable foundations and templates for customers. On this edition of The OneStream Podcast, Peter Fugere talks with Terry Ledet and Brad Malis from the Solution Network team about the two blueprint solutions. The three discuss how the solutions came about and their value to customers. 

Consolidation for large companies with multiple entities can be a challenge when only using a tool like Excel. In this episode of The OneStream Podcast, Peter Fugere talks with representatives from Black & McDonald and OneStream partner, Astral SG about how Astral SG implemented the OneStream platform at Black & McDonald and helped to improve the accuracy and efficiency of their consolidation process. 

Environmental, Social and Governance (ESG) reporting mandates have changed the way many large companies around the world have to track and report their adherence to a new set of regulatory guidelines. On this episode of The OneStream Podcast, Hein Scholten from the OneStream Solution Network team joins Peter Fugere for an in-depth discussion on what exactly ESG reporting is and how OneStream is helping its customers with ESG reporting and planning capabilities.

For some companies, revenue recognition drives the top line of their P&L and being able to report on it accurately and efficiently is critical. On this edition of The OneStream Podcast Jason Webster and Thomas Thuresson join Peter Fugere to discuss how Archetype Consulting has successfully implemented the OneStream platform to answer their clients' rev rec needs 

On this episode of The OneStream Podcast, Peter Fugere is joined by Jannesa Zhang, Matt Ha, and Eric Hanson to discuss their new book, OneStream Administrator Handbook. The authors discuss the inspiration for the book and how it can help OneStream administrators gain an appreciation of the OneStream application and provide the tools needed to tackle a wide variety of administrative actions that may surface.

In our first industry spotlight, Peter Fugere talks with Peter Popalis, Mike Dewis, David Jasper, and Colin Sawford from OneStream Diamond partner Ascend about the complexities and special requirements that are found in the mining industry and how Ascend was able to use the OneStream platform to strike gold with their clients. 

On this episode of The OneStream Podcast, Solution Network team members Jessica McAlpine and Shawn Stalker join Peter Fugere to discuss the evolution of the OneStream MarketPlace. The trio chat about how the MarketPlace is helping customers extend their investment with OneStream and what solutions they can look forward to in the future.

With the introduction of the Solution Exchange, OneStream is enabling the ecosystem to develop solutions. On this edition of The OneStream Podcast, Peter Fugere talks with Solution Network team members Jason Fitzgerald, Steve Vilotti, and Daniel Iannucci about the types of solutions partners are creating, including industry-focused enablement, and how the team supports development partners in extending the reach of the platform through PartnerPlace.

On this edition of The OneStream Podcast, Peter Fugere talks with Shane Fraley and Eric Osmanski from the Solution Network about all things OpenPlace. Learn how OpenPlace is empowering customers, partners and OneStream enthusiasts to create new solutions on the OneStream platform. The trio will also share what valuable content is already on OpenPlace and what is coming in the future.

 The OneStream Podcast kicks off Season 3 with an in-depth look at the Solution Network team and how they are working to extend and elevate the OneStream platform for our customers and partners. Solution Network team members Jon Rambeau and Daniel Iannucci chat with Peter Fugure about what's coming up this year on the Solution Exchange and how the MarketPlace, PartnerPlace and OpenPlace are continuing to evolve to meet the needs of partners and customers.

On The OneStream Podcast season two finale, Peter Fugere is joined by Chief Research Officer at Dresner Advisory Services and the ‘Father of BI”, Howard Dresner, to discuss trends in the EPM market, the adoption of machine learning and artificial intelligence and much more!

With the release of Platform 8.0, OneStream is providing the foundation for next generation architecture that will streamline cloud operations, enhance the customer experience, provide the ability to dynamically scale for larger data workloads, and much more. On this episode of The OneStream Podcast, product experts Ryan Berry and Jeremy Guttman join Peter Fugere to discuss 8.0, what's new, how to upgrade, and where to get training and support for OneStream Platform 8.0.

On this edition of The OneStream Podcast, Peter Fugere is joined by OneStream Architects Todd Renard and Sam Richards to discuss Analytic Services and how it is enabling customers to detect trends and financial signals that drive informed decision-making at the speed of business.

On this edition of The OneStream Podcast, Randy Werder and Damon Mittleider from Black Diamond Advisory join Peter Fugere to discuss how the ability to develop PartnerPlace solutions on top of the OneStream platform has allowed them to continually address the changing needs of not only their clients but the entire OneStream community. 

On the fourth part of our Solution Series, Peter Fugere speaks with Sam Williams and Jay Hampton from Finit about how the ability to develop new solutions, such as DrillIt and Toolkit, on top of the OneStream platform and deliver them through the Solutions Exchange has helped to empower all users to be power users!

The power of a true platform is the ability to build new solutions directly on the platform. On this episode of The OneStream Podcast, Peter Fugere speaks with Beau Reynolds and Emil Fernandez from Spaulding Ridge about how they did just that with their Dynamic Cash Flow solution, which is available via the PartnerPlace within our Solution Exchange. The guys also discuss how developing pre-built solutions allows them to continue to address a customer's unique business requirements without the need for additional software and what's in store in the CPM+ space. 

The OneStream Podcast Solution Series continues as Peter Fugere speaks with Pascal Walk and Jason Call from our partner AMCO Solutions! They discuss with Peter how they developed the AMCO Lease Accounting Solution and the value this delivers to customers, the power of developing on a true platform and their Center of Excellence.

The power of the OneStream platform is being able to develop software right on top of it to enhance the customer's investment. On this episode of The OneStream Podcast, Peter Fugere visits with Ken Dowd, Michael Whiteman, and David Pavlov from Strategic iQ about the power of the OneStream platform, being one of the first PartnerPlace solution providers in the Solution Exchange, and how the ability to create additional apps within the OneStream environment has helped them to meet and exceed expanding client requirements.

In our debut Solution Series episode, Peter Fugere is joined by Specialty Engineering team members Andy Moore and Steve Vilotti to discuss how the Solution Exchange, featuring MarketPlace, PartnerPlace and OpenPlace solutions, is helping to create a true developers' community for OneStream customers and partners! 

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 book will help readers move beyond the standard interface, design and build cube views, create role-based dashboards, and much more!

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 successful OneStream implementation.

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 the requirements session.

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 who will be on the team, Nick discusses the steps and people necessary for a successful implementation

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 simplify financial close & consolidation, planning, reporting and operational analytics and deliver value to their bottom line.

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 a OneStream deployment.

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 this episode of the OneStream Podcast Peter Fugere is joined by Drew Shea, Scott Leshinski, and Chris Bielinski from OneStream's Sensible ML team to discuss how this amazing technology breaks down the traditional barriers and accelerates the forecasting process for our customers.

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 management (CPM). Peter and Bob also discuss how OneStream continues to develop capabilities that help make the platform an even more powerful and robust solution for our customers, partners and employees.

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 what learning opportunities customers can expect to see in the future. 

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 in the OneStream Foundation Handbook.

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 OneStreamers Matt Kerslake, Manager, Technical Content Development and Distinguished Architects Chul Smith and Tony Dimitrie. From Design and Implementation to Training, this is a comprehensive discussion on an often asked about topic, “Stubbing Out”.

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. 

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 signals in large volumes of data to help you make informed decisions for your business. 

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 cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.

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 Finance Business Rules and Calculations. Peter and Jon discuss the inspiration for the book, what readers can learn from it and even how a rubber ducky can be a rule writing aid. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.

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 you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.