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.

🔍 We cover:

• The top 5 pain points holding strategic planning back — and how to solve them

• OneStream’s unique approach to unifying strategic, financial, and operational planning

• How real-time scenario modeling empowers faster, better decisions

• The power of AI-driven forecasts, built-in dashboards, and extensible planning

• A success case from a global manufacturer that slashed their close cycle and built a robust 5-year plan — all in OneStream

 

🏛️ Plus:

We take a special look at strategic planning for government agencies, and how OneStream is helping public sector leaders align mission-critical goals with transparent, auditable funding and resource plans.

🎯 Whether you’re a CFO, controller, or FP&A lead — if you’re ready to lead with confidence and plan with purpose, this episode is for you. visit https://www.novaadvisory.com/podcast