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

In this episode, we explore how finance leaders can safeguard their organizations against today's growing risks, from cloud outages to cybersecurity breaches.

Discover how OneStream Software is engineered with governance, control, and business continuity in mind, helping teams protect their data and stay operational even when the unexpected happens.

Andy breaks down:

• Why fragmented systems increase security vulnerabilities

• How OneStream's unified architecture and built-in auditability enhance data protection

• Real-world stories of organizations maintaining uptime and resilience

Whether you're a CFO, CAO, or Director of Finance, this episode offers actionable insights to help you strengthen your financial systems and sleep easier at night.

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

https://www.novaadvisory.com

CFOs and FP&A leaders are flooded with shiny "modern planning" tools, but which ones actually scale with control?

In this episode, Andy welcomes back Dave Collins, Director of Strategic Alliances at OneStream, to compare OneStream vs. Pigment in plain finance terms.

We dig into the pitfalls finance teams report with lightweight, cube-based planning tools, fragile models, technical debt, and "too many cooks" changing calculations, then contrast that with OneStream's unified platform: governed workflows, data quality checks, and extensible dimensionality that lets you plan and consolidate in one application.

Dave unpacks why consolidation isn't just "aggregation," how to avoid fragmentation from bolt-ons, and what real governance looks like when actuals, planning, reporting, and AI all live together.

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

https://www.novaadvisory.com

Discover the story behind OneStream.

From its roots as a bold response to fragmented finance systems to its latest breakthrough: OneStream Genesis.

In this episode, we explore how finance leaders Tom Shea and Bob Powers reimagined corporate performance management with a single, unified platform. Now, over a decade later, OneStream Genesis is redefining what's possible for finance teams, introducing a no-code framework that puts agility and innovation directly in the hands of users.

You'll hear how organizations like Signode Industrial Group and OSI Group have leveraged OneStream's unified platform to accelerate close cycles, enhance reporting, and empower finance teams to focus on insight over integration.

Join us as we unpack:

• The origin and vision behind OneStream's "One platform, one truth" philosophy

• How Genesis enables finance to design, extend, and deploy without coding

• The new era of intelligent, self-sufficient finance transformation

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

https://www.novaadvisory.com

Global volatility, trade wars, and currency fluctuations are rewriting the playbook for today's finance leaders.

In this episode of CPM Customer Success, host Andy Smetana explores how CFOs, Controllers, and FP&A Directors can turn uncertainty into opportunity, with clarity, speed, and confidence.

Discover how OneStream Software helps finance teams:

• Consolidate, plan, and forecast in real time
• Run scenario modeling to evaluate tariff and cost impacts
• Use rolling forecasts to stay agile amid rapid market shifts
• Automate consolidation and reporting to free up time for analysis

Featuring real-world examples from two global companies, this episode shows how leading organizations are thriving through economic disruption with a unified CPM platform that empowers better decisions, faster.

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

https://www.novaadvisory.com/finance-transformation

Finance teams today are expected to close faster, provide daily insights, and stay ahead of new compliance demands, all with fewer resources.

In this episode of CPM Customer Success, we explore how OneStream's Productivity Pack gives Finance the tools to work smarter:

No-Code Allocations: Faster, IT-free allocation models

Analytic Drill-Down: Flexible, intuitive data exploration

Admin Assist: 35+ prebuilt reports and utilities that streamline administration

Hear how organizations are using these tools to speed up closes, improve transparency, and strengthen compliance — all within OneStream's unified platform.

⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/

In many organizations, Sales and Finance operate in silos — Sales focuses on territories, quotas, and incentives, while Finance forecasts revenue at a high level.

What happens next?

Disconnected plans, constant reconciliations, and missed opportunities.

In this episode of CPM Customer Success, Nova Advisory explores how OneStream's Sales Planning and Sales Performance Management solutions bring Sales and Finance together on a unified platform.

We'll break down the risks of fragmented planning, showcase real-world examples of companies that eliminated spreadsheet chaos and incentive misalignment, and share practical steps for adopting a unified approach.

⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/finance-transformation

Finance leaders face constant pressure to close faster, forecast more accurately, and provide insights that drive strategy.

In this episode, we explore how OneStream's 123 Solutions give teams a head start with pre-built, configurable tools for planning, reporting, and scenario modeling.

Discover how these solutions help finance reduce manual work, improve accuracy, and respond to change with agility, so leaders can spend less time crunching numbers and more time shaping the future.

AI may be everywhere in today's headlines, but what really matters to finance leaders is trust, transparency, and results.

In this episode, we break down OneStream's SensibleAI portfolio: Studio, Forecast, Agents, and Account Reconciliations—and explore how they're reshaping Corporate Performance Management.

You'll learn how SensibleAI:

· Improves forecast accuracy by up to 25% while cutting cycle times by 85%

· Empowers finance teams with conversational AI agents and anomaly detection

· Strengthens compliance with explainable, auditable AI models

· Elevates Finance from reporting the past to driving future strategy

With real-world examples and market context, this episode shows why SensibleAI is more than hype; it's practical AI the Office of Finance can actually trust.

Reconciliations don't have to be painful.

In this episode, we explore how OneStream's Transaction Matching (TXM) transforms one of finance's most time-consuming bottlenecks into a streamlined, automated process.

Learn why manual matching in spreadsheets creates risk, how TXM delivers speed and accuracy with configurable rules and direct integrations, and why its unified platform advantage sets it apart.

You'll also hear two CPM customer success stories about a fast-growing services company, and a financial institution, that showcase how TXM shortened their close, improved accuracy, and freed finance teams to focus on strategy.

Numbers alone don't tell the full story.

In this episode, we explore how OneStream's Narrative Reporting empowers finance leaders to combine financial data with commentary, creating clear, contextual reports that drive action.

Discover the challenges of traditional reporting, the key features of narrative reporting, from governance control to workflow management, and how organizations are using it to deliver board-ready insights.

If you're ready to turn raw numbers into meaningful stories, this episode is for you.