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

Ep. 017 - Transforming OneStream Administration: How Nova Advisory's SMART Program Elevates Your Financial Systems


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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! 

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OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyBy Andy Smetana

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