OneStream 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 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!

Welcome to Episode #20 of the CPM Customer Success podcast! Continuing our series on OneStream's unique differentiators, this episode delves into the critical topic of Financial Data Quality. Building on our previous Episode #18 discussion about Extensible Dimensionality, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors.

Join us as we uncover the history and evolution of OneStream's Financial Data Quality. Learn about the comprehensive capabilities of OneStream's Financial Data Quality engine, including seamless data integration from multiple sources, automated data loading, and robust auditing features.

We'll discuss why financial data quality is essential for your business, highlighting its impact on reporting accuracy, risk mitigation, efficiency, and decision-making confidence. Hear real-world success stories and see how OneStream outperforms competitors like Hyperion, Anaplan, Tagetik, and Workday.

Whether you're already a OneStream user or exploring corporate performance management solutions, this episode offers valuable insights into mastering financial data quality. Discover how OneStream can transform your financial processes, providing you with the confidence and clarity needed to drive performance and lead at speed.

Tune in now to gain a deeper understanding of OneStream's Financial Data Quality and its role in ensuring your data is accurate, reliable, and ready to support your business decisions.

In this episode of the CPM Customer Success podcast, we are joined once again by Dave Collins, an expert in Corporate Performance Management (CPM). Dave delves into a detailed comparison between Oracle Hyperion (aka Oracle Fusion Cloud EPM) and OneStream, highlighting the differences of Oracle's point solution approach vs. OneStream's platform. Dave shares insights into how OneStream's unified approach addresses the technical debt and integration complexities often encountered with Oracle Hyperion's multiple separate module solutions…whether on-premise or in the cloud.

Dave provides compelling OneStream success stories, and explains how OneStream has drastically improved performance and operational efficiency for its customers. He also discusses OneStream's latest innovations like CPM Express, and how OneStream ensures continuous improvement by incorporating customer feedback.

Tune in to discover why organizations are increasingly choosing OneStream over Oracle Hyperion to streamline their financial processes and achieve greater success.

Brought to you by Nova Advisory: a Diamond OneStream implementation partner, helping finance teams simplify complexity and elevate performance.

https://www.novaadvisory.com

Welcome to the CPM Customer Success podcast, where we empower Office of Finance leaders to streamline their financial systems and processes with OneStream, ensuring improved corporate performance without the extended office hours.

In this episode, host Andy Smetana, CRO at Nova Advisory, drills down into the concept of OneStream's Extensible Dimensionality. As a key differentiator, Extensible Dimensionality is a game-changer for financial management. Andy simplifies the concept, explaining what it is, why it matters, and how it enables businesses to meet both corporate financial standards and operational needs seamlessly.

Discover how Extensible Dimensionality can transform your data management, enhance efficiency, and lower risks. Hear real-world examples and insights on how this innovative feature allows for flexibility, improved reporting, and faster decision-making. By the end of this episode, you'll understand why OneStream's Extensible Dimensionality is a must-have for your business.

Subscribe or follow to ensure you don't miss out on future episodes filled with expert advice and success stories in the world of corporate performance management.

Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today!

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!