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

In this episode of CPM Customer Success, Host Andy Smetana is joined by Lesley Adams, Sales Director at OneStream Software, to discuss OneStream Splash 2026, share what makes the OneStream community unique, how attendees can maximize their Splash experience, and why customer success remains at the center of everything OneStream does.

Most finance leaders have seen a BARC report before, downloaded it, skimmed the vendor rankings, and moved on. But BARC reports offer far more than a simple vendor comparison. They provide a strategic framework for evaluating your entire finance technology landscape.

In this episode of CPM Customer Success, we break down two key pieces of research: the BARC Score for Financial Performance Management 2026 and the Financial Consolidation & Group Accounting Survey 26.

We explore what BARC is, how these reports are structured, and how finance leaders can use them to make smarter, more confident technology decisions.

In our latest CPM customer success episode, we take a closer look at the realities of finance and operations inside modern retail organizations.

From rapidly shifting consumer demand to margin pressure and supply chain volatility, the environment is intricate, and finance needs to keep up with real-time insight and strategic guidance.

Through two real-world transformation stories, we show what happens when organizations move away from patchwork processes and toward a more unified, scalable approach.

Construction finance is inherently complex, driven by long-term projects, evolving cost structures, and decentralized systems that don't always scale with growth.

In this episode, we break down how finance leaders in construction and infrastructure organizations are modernizing their approach to reporting, data management, and forecasting through two real-world case studies.

In this milestone episode of CPM Customer Success, Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right.

From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying these core processes creates the foundation for better insights, faster decisions, and true business partnership.

We also explore OneStream's CPM Express and how it delivers rapid time-to-value with pre-built best practices, helping finance teams reduce risk, accelerate implementation, and start driving impact in weeks.

Healthcare finance operates in a highly complex environment where financial outcomes are closely tied to operational drivers. For CFOs, Controllers, and FP&A leaders, this creates a constant need for alignment between data, planning, and decision-making.

In this episode of CPM Customer Success, we explore what financial wellness looks like in a healthcare organization and how finance teams can strengthen visibility, improve agility, and support the business more effectively.

We walk through two customer stories:

A healthcare staffing organization improving workforce planning and forecasting, and a finance team enhancing FP&A within an existing system to deliver faster, more reliable insights.

These examples highlight a consistent shift toward connected data, aligned planning, and more responsive decision-making.

If you're responsible for financial planning, reporting, or strategy in healthcare, this episode offers practical perspective on how to strengthen finance's role as a driver of performance.

Is Workday Adaptive Planning truly a unified solution for financial planning, close, and consolidation? Or does a modular ERP-based architecture introduce long-term complexity for the Office of Finance?

In this episode of the CPM Customer Success Podcast, Andy Smetana of Nova Advisory sits down with Dave Collins, Senior Director of Solutions Consulting at OneStream, to provide a strategic comparison of Workday Adaptive vs. OneStream and what "unified" really means in Corporate Performance Management (CPM).

As Workday expands its messaging around consolidation capabilities, many CFOs, CAOs, Controllers, and FP&A leaders are evaluating whether an ERP-driven approach to financial close can deliver the scalability, governance, and control required in today's environment.

Distribution finance is complex: thin margins, thousands of SKUs, intercompany inventory transfers, fluctuating freight costs, and constant working capital pressure.

Yet many organizations are still managing consolidation and reporting with disconnected systems and spreadsheets.

In this episode of CPM Customer Success, we explore the biggest financial challenges facing wholesale and industrial distribution companies—from fragmented ERP environments to slow, risk-prone close cycles and limited margin visibility.

Through two real-world customer stories, we highlight how a unified CPM platform helped modernize consolidation, automate intercompany processes, accelerate close, and deliver deeper insight into profitability by SKU, customer, and region.

Industrial manufacturing finance is complex by nature.

Multiple ERPs, acquisitions, intercompany activity, and heavy Excel reliance can make it difficult for leaders to gain clear visibility into performance.

In this episode, we explore how modern finance teams are turning that complexity into clarity using a unified CPM platform.

Through three real-world transformation stories from the industrial manufacturing sector, we break down how finance leaders solved critical challenges around working capital visibility, post-acquisition carve-outs, and operational reporting. You'll hear how organizations used OneStream to establish a single source of truth, introduce structured workflows, and give executives the transparency they need to confidently answer questions about cash flow, receivables, and business performance.

If you're a CFO, Controller, or FP&A leader navigating the realities of manufacturing finance, this episode highlights what it takes to build an "ironclad" finance function, one that replaces fragmented processes with visibility, accountability, and faster decision-making.

In this episode, Andy explores what it takes to build "Five-Star Finance" in the food manufacturing industry.

From multi-plant operations and volatile commodity pricing to thin margins and acquisition-driven growth, finance teams in food manufacturing face unique complexity.

Yet many are still relying on disconnected systems and Excel-heavy processes to close, consolidate, and forecast.

One CPM Customer Success Story we share is that of a 100-year-old poultry and meat producer that reduced close time, eliminated manual intercompany processes, and unified consolidation, reconciliations, and planning on a single platform.

If you're a CFO, Controller, or FP&A leader in food manufacturing looking to modernize your close, improve margin visibility, and forecast with confidence, this episode delivers practical insight you can apply immediately.