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

🚨 New Episode: The Close Before the Close

What if your account reconciliations didn’t have to wait until the books were closed?

What if you could see risk sooner, automate low-impact accounts, and speed up your close without sacrificing accuracy?

In our latest solo episode of CPM Customer Success, we dive into OneStream’s Account Reconciliation solution—and how it’s helping finance teams reclaim time, reduce audit risk, and gain real-time visibility into their balance sheet.

💡 You’ll hear:

• Why spreadsheets and Blackline just don’t cut it anymore

• How OneStream enables real-time reconciliation status and auto-certification

• What happened when global manufacturer switched platforms—and saved over $100K/year

📊 If you’re in Finance or Accounting leadership, and your recs feel like a bottleneck, this episode is your blueprint for winning before the close even finishes. https://www.novaadvisory.com/podcast

Let’s face it—capital planning is one of the most important, yet most frustrating, parts of the finance function. From siloed spreadsheets to unclear ROI metrics and approval chaos, most organizations are making multimillion-dollar decisions without full visibility or confidence.

In this solo episode of CPM Customer Success, we break down how OneStream’s Capital Planning solution—available in the OneStream Marketplace—is helping finance and accounting leaders streamline capex planning, gain real-time insights, and unlock long-term value from their investments.

We’ll cover:

• What modern capital planning should look like
• The top 5 pain points most finance teams struggle with
• How OneStream simplifies fixed asset tracking, depreciation, and capital forecasting
• Real-world results, including:
• A federal agency that cut 300+ hours/month in reporting
• A global manufacturer that eliminated Excel chaos and improved asset governance

If you’re responsible for budgeting, forecasting, or managing strategic investments, this episode gives you a practical look at how OneStream can transform the way you plan and prioritize capital.

Listen all our episodes here: https://www.novaadvisory.com/podcast

If your workforce planning process still runs on spreadsheets, late-night version control emails, and guesstimates about labor costs — it’s time for an upgrade.

In this solo episode, we explore the power of People Planning — one of the most practical and impactful solutions in the OneStream Solution Exchange.

You’ll learn how finance teams can take full ownership of headcount forecasting, compensation modeling, and scenario planning — all inside the same platform they already use for close, reporting, and budgeting.

✅ Plan new hires, transfers, contractors, and merit increases

✅ Align labor assumptions with your financial and operational models

✅ Automate calculations with global drivers for taxes, salaries, and benefits

✅ Get real-time dashboards and pixel-perfect reporting

✅ Hear a success story from a global manufacturer who cut forecast cycles and aligned headcount with production demand

Whether you’re an FP&A leader, controller, or CFO — this episode gives you a practical roadmap to move from firefighting to strategic workforce planning.

In this episode of CPM Customer Success, host Andy Sana welcomes back Dave Collins, Director of Solutions Consulting at OneStream Software, for a deep-dive discussion into one of the most common comparisons finance teams are making today: OneStream vs. Anaplan.

Dave breaks down the core differences between modular “connected planning” tools like Anaplan and OneStream’s unified, extensible CPM platform. They explore:

• The scalability limitations of cube-based models

• How OneStream eliminates technical debt through unification

• Real-world examples of organizations transitioning from Anaplan to OneStream

• Integration and data quality strategies that actually work

• Why AI, automation, and built-in financial intelligence are reshaping performance management

Whether you’re an FP&A leader, IT stakeholder, or evaluating CPM solutions across your organization, this episode offers strategic insight to help you make a smarter, future-ready decision.

🎧 Listen now, and subscribe to the CPM Customer Success newsletter at https://www.novaadvisory.com/podcast to stay in the loop.

Is your finance team stuck in spreadsheets, waiting for an ERP upgrade to improve reporting and forecasting? You might be putting the cart before the horse. In this episode of the CPM Customer Success Podcast, host Andy Smetana of Nova Advisory dives into the critical question: Should you implement CPM (Corporate Performance Management) or ERP first?

Many companies assume ERP is the backbone of their business, but finance leaders know that transactions alone don’t drive insights. Andy shares why leading with CPM, powered by OneStream, is the smarter, faster, and more strategic choice for finance teams looking to eliminate manual processes, accelerate decision-making, and gain a single source of truth.

Hear real-world success stories—like how Mexico’s largest logistics company streamlined 15 ERPs with OneStream—and discover how an EPM-first approach can transform finance without waiting for a multi-year ERP overhaul.

🔹 Subscribe to CPM Customer Success for more expert insights!

🔹 Stay up to date—sign up for the CPM Customer Success Newsletter at  https://www.novaadvisory.com/podcast

🚀 Spreadsheet Chaos: Final_v2_FINAL_NoReally—Breaking Free for Good 🚀

We’ve all been there—emailing spreadsheets back and forth, each with a new “final” version that’s anything but final. Version control issues, formula errors, and last-minute reconciliations turn finance teams into spreadsheet firefighters instead of strategic leaders.

In this episode of CPM Customer Success, we tackle the spreadsheet chaos problem head-on and explore how OneStream provides a single, controlled, AI-powered solution to eliminate these inefficiencies for good.

🔹 Why spreadsheets—despite their flexibility—become a bottleneck as finance teams grow 🔹 The hidden costs of disconnected, manual processes (errors, compliance risks, and lost productivity) 🔹 How a unified CPM platform like OneStream transforms planning, forecasting, and financial close🔹 Real-world success stories from companies that have cut month-end close times in half and improved forecast accuracy

If your finance team is stuck in a cycle of spreadsheet struggles, this episode is your escape plan. Tune in now and discover how to reclaim your time, improve accuracy, and elevate finance to a true strategic function.

🎧 Listen now: http://www.novaadvisory.com/podcast Don't forget to sign-up for our weekly podcast newsletter:  https://podcastnewsletter.novaadvisory.com/

In our latest episode of the CPM Customer Success Podcast, we dive deep into mastering OneStream implementations with insights from Susan Maron, Chief of Staff at Nova Advisory. If you’re a finance leader considering or currently navigating a OneStream project, this episode is packed with actionable advice to set you up for success. 💡 What’s In It for Finance Leaders?

• Strategic Preparation: Learn how to define clear goals and align your team’s focus right from the start.

• Avoid Common Pitfalls: Discover the most frequent mistakes organizations make during OneStream projects—and how to steer clear of them.

• Leadership Tips: Get advice on how to communicate effectively with your team and maintain momentum throughout the project.

• Time Management Insights: Practical tips for managing competing priorities and ensuring your team has the time they need to succeed.

• Proven Success Strategies: Real-life examples of clients who excelled by adopting best practices and careful planning.

🎧 Don’t miss out! Tune in now to get expert advice that will help you transform your OneStream project into a success story. https://www.novaadvisory.com/podcast

Unlock the full potential of your CPM investment with our latest episode! This time, host Andy Smetana takes you on a guided walkthrough of Nova Advisory’s CPM Customer Success Software Evaluation Criteria & Selection Workbook—your essential tool for making informed CPM software decisions. Whether you’re evaluating OneStream or comparing multiple vendors, this framework helps you score functionality, assess costs, and build a strong business case.

Download the free workbook at novaadvisory.com/podcast and take control of your CPM journey today!

When Gabby Morales joined IPS Corporation as Global Financial Systems Manager, she expected to find a robust OneStream platform in action. Instead, she discovered a system that was vastly underutilized—with just one active internal user. Rather than settling for the status quo, Gabby took action.

In this episode of CPM Customer Success, Gabby shares her experience conducting a OneStream health assessment, identifying key gaps, and leading a strategic reimplementation to transform OneStream into a powerful tool for financial efficiency and decision-making. She dives into the importance of extensibility, user adoption strategies, and the role of training in maximizing ROI.

If you’re a finance leader, system administrator, or anyone looking to unlock the full potential of OneStream, this conversation is packed with real-world insights, best practices, and success strategies to help you drive impact across your organization.

🎧 Tune in now to learn how a proactive approach can turn a stagnant implementation into a game-changer for global financial operations! https://www.novaadvisory.com