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

How does a consumer services business keep Finance in control while adding branches, chasing seasonal demand, and folding in acquisition after acquisition? In this episode of CPM Customer Success, we look at how OneStream helps consumer services companies connect branch-level activity with a consistent, enterprise-wide financial picture.

We dig into why performance can look simple from the outside but get complicated fast once you factor in dozens (or hundreds) of locations, shifting customer demand, and the different systems that come along with every acquisition. You'll hear how driver-based planning and scenario modeling let Finance react in real time instead of waiting for next year's budget, and how OneStream's Extensible Dimensionality lets local teams manage the detail they need while corporate keeps a consolidated view.

Our CPM Customer Success Story features a B2C lawn care company that used OneStream to unify close, consolidation, actuals, analytic reporting, and branch-level planning across a rapidly growing footprint. The results were: the ability to acquire and integrate new businesses within a quarter, expansion to 40 branches across 12 states, more than 215,000 customers served annually, and 200% revenue growth.

If your Finance team is trying to scale alongside a growing, multi-location business, this episode is for you.

Every Finance leader has heard how AI will change the job. Fewer have a practical way to act on it.

In this episode of CPM Customer Success, we unpack OneStream's Forward Finance framework: a practical operating model for Finance organizations that want to use AI while still protecting the accuracy and control the role demands.

We trace Forward Finance back to OneStream's Finance 2035 research, based on input from more than 2,000 Finance and business executives, and walk through the five dimensions Finance teams need to work through: a Data Steward that can explain and trust its numbers, an AI Strategist that ties every AI use case to a measurable business outcome, a Chief Operator that gets involved before decisions are made, an IT Collaborator that shares ownership of data and governance with IT, and a Workforce Architect that helps people build the skills the new model requires.

In this episode of CPM Customer Success, we explore how OneStream used its own financial platform to support its internal finance transformation as the company scaled.

We discuss how OneStream connected close, reporting, planning, sales forecasting, workforce data, customer information, and cloud cost analysis within a more unified finance environment.

The episode highlights how OneStream reduced its monthly close from 24 days to 8 days, improved visibility into operational drivers, and created a stronger foundation for agile decision-making as the business continued to grow.

Insurance finance teams must connect financial results with premiums, claims, capital requirements, regulatory reporting, and operational data, often across multiple entities, regions, product lines, and systems.

In this episode of the CPM Customer Success Podcast, we explore how OneStream can help insurance organizations create a more connected finance environment. You'll hear two customer success stories demonstrating how insurance companies have used OneStream to improve financial close and reporting, streamline allocations, automate reconciliations, strengthen audit trails, and expand into planning.

As finance teams evaluate the future of SAP BPC, organizations must consider how planning, close, consolidation, reporting, reconciliations, workflows, and analytics will work together across their broader finance architecture.

In this episode of CPM Customer Success, Andy Smetana explores where SAP Analytics Cloud may fit into the roadmap, when S/4HANA Finance for group reporting may become part of the discussion, and why some organizations are evaluating OneStream as a unified alternative. He also examines the priorities of controllers, FP&A leaders, and CFOs, supported by examples of companies that modernized complex finance processes and reduced their reliance on disconnected systems and spreadsheets.

For an additional SAP-to-OneStream comparison, listeners can also revisit Episode 40 featuring OneStream's Dave Collins.

In the final episode of our Splash 2026 recap series, we bring the major OneStream announcements together and discuss what they mean for finance teams evaluating their CPM roadmaps.

This episode focuses on practical next steps after Splash, including how current customers can extend the value of their OneStream investment, how prospective customers can evaluate OneStream as a long-term finance platform, and how teams can prepare their foundation before applying more advanced AI-enabled capabilities.

In Part 2 of our Splash 2026 recap, we explore OneStream's growing focus on governed AI for finance. This episode covers the Finance Agentic Layer, native SensibleAI Agents, Cluster Analysis, and why AI readiness starts with strong CPM fundamentals, including trusted data, clear metadata, secure workflows, and well-governed processes.

In Part 1 of our 3-part recap of OneStream's Splash 2026 user conference, we break down several of OneStream's biggest platform announcements. This episode covers OneStream's new high-performance Cube Engine, Developer Studio, expanded SensibleAI capabilities, and SensibleAI Forecast Express, with a focus on how these updates support speed, scale, extensibility, and practical AI for the Office of Finance.

Media and communications companies face growing financial complexity, from fragmented reporting and evolving forecasting needs to governance and operational scalability.

In this episode of CPM Customer Success, we share two customer transformation stories:

Project Phoenix, a global interactive entertainment company focused on improving forecasting maturity, workflow efficiency, and platform governance.

Project Horizon, a diversified communications enterprise expanding OneStream into operational and workforce analytics to support enterprise-wide decision-making.

This episode highlights how modern finance teams in media and communications can reduce complexity, improve visibility, and move from reactive reporting to strategic decision support.

What does it really take to accelerate a successful CPM transformation?

In this special edition of CPM Customer Success, we feature an episode from the official OneStream podcast where Nova Advisory's Liz Weir and Matt DeCarlo join Peter Fugere for a candid conversation about how CPM Express is helping organizations shorten implementation timelines, reduce project fatigue, and deliver meaningful business value faster.

The team also dives into the evolving role of AI within OneStream, practical lessons from real customer engagements, and why early visibility and rapid wins can completely change the momentum of a finance transformation project.