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

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:  

🔹 The challenges of managing reconciliations across multiple ERPs and business units 🔹 How OneStream’s automation and real-time reporting improved transparency and compliance 🔹 The time savings and efficiency gains Ace achieved, from auditability to the AutoRec process 🔹 Why this transformation was a game-changer for both the corporate team and their subsidiaries 

If you’re ready to learn how a major retailer like Ace Hardware “Ace’d” their account reconciliations, this episode is packed with insights on streamlining finance processes, driving transparency, and leveraging the power of OneStream! 

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:  

🔹 The role of AI in future-proofing finance operations 🔹 How SensibleML enhances decision-making and forecasting accuracy 🔹 Real-world examples of businesses already benefitting from AI-driven finance  🔹 Key trends pushing finance teams toward AI and machine learning adoption 

Discover how to stay ahead of the curve and future-proof your finance office with AI-powered SensibleML. 

Tune in and get ready to unlock the full potential of AI in your finance function! 🎧

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:  

🔹 How SensibleML enhances FP&A processes with real-time insights 🔹 The impact of AI on demand planning and forecasting accuracy 🔹 Real-world examples of companies transforming their planning with SensibleML 🔹 How to future-proof your finance function with SensibleML 

Tune in to learn how you can level up your financial forecasting and keep your organization ahead of the competition with OneStream’s SensibleML! 

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!