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

Siloed data is one of the biggest challenges facing today's finance leaders.

When finance, operations, and planning teams work in disconnected systems, decisions are delayed, forecasts are distorted, and strategy is put at risk.

In this episode of the CPM Customer Success, we unpack the hidden costs of silos and explore how OneStream's unified platform breaks down these barriers.

We'll cover:

• The top five pain points finance leaders face with siloed data
• How OneStream integrates with 150+ systems for real-time insight
• Why guided workflows, drill-back capabilities, and clean data are game changers
• Customer examples of faster forecasting, streamlined reporting, and institution-wide visibility
• A practical playbook for leaders ready to start tearing down silos

Dynamic Allocations in OneStream: From Pain Points to Strategic Advantage

In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the power of dynamic allocations in OneStream — and how they can transform accuracy, efficiency, and transparency in resource planning. Discover how to move beyond fragile, error-prone spreadsheets to a fully integrated, real-time allocation process based on true business drivers.

You'll hear about a top U.S. insurance broker that slashed its month-end allocation process from days to minutes while building trust across the organization. Andy unpacks common allocation challenges, the benefits of OneStream's dynamic allocation capabilities, and practical tips to kickstart your own transformation!

In this episode of CPM Customer Success, host Andy Smetana welcomes back Dave Collins, Director of Strategic Alliances at OneStream Software, to tackle a question every finance leader is asking:

👉 Should financial consolidations live in your ERP or your Corporate Performance Management (CPM) system?

Dave breaks down:

• Why ERP software falls short for complex consolidations

• How OneStream drives faster closes, reduces risk, and slashes technical debt

• Some real-world wins from global organizations

• Why starting with CPM, not ERP, is key for future-ready finance teams

If your team is navigating M&A, multi-entity structures, or audit pressure, this episode is a must-listen.

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In this episode of CPM Customer Success, we explore how OneStream's relational blending capability empowers FP&A teams to plan faster, forecast smarter, and tie every strategic decision back to granular operational data — all in real time.

This episode covers:

• The biggest pain points finance teams face when working with disconnected data

• How relational blending allows real-time integration of HR, sales, project, and operational data into financial models

• Real-world use cases, including People Planning, CapEx, Zero-Based Budgeting, and Lease Accounting

• A detailed success story from a large state university in the Southeast that streamlined 24 legacy apps and enabled planning across 25,000 employees with OneStream

Whether you're struggling with siloed systems, Excel chaos, or slow decision cycles, this episode will help you reimagine FP&A with a unified, driver-based approach.

Subscribe to stay ahead in your finance transformation journey.

In this episode of CPM Customer Success, host Andy breaks down how modern finance teams can scale smarter—not bigger—by embracing OneStream's unified platform. As organizations grow, complexity compounds: more data, more reporting demands, more pressure—yet finance headcount often stays flat.

Andy explores how finance leaders can bridge the "scaling gap" without overburdening IT or drowning in disconnected spreadsheets. You'll hear about:

• The 5 most common pain points finance teams face during growth

• How OneStream addresses data overload, IT bottlenecks, manual reconciliations, and limited visibility

• A real-world success story from a $6B global chemical company that transformed its finance operations with OneStream—without increasing headcount

• Key platform features like extensible dimensionality, task management, automation, and built-in AI forecasting

Whether you're managing growing transaction volumes, trying to eliminate shadow systems, or aiming for faster, more accurate closes—this episode shows you how to scale with confidence.

💡 Learn how Nova Advisory helps organizations modernize finance with scalable solutions.

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Manual spreadsheets, broken forecasts, and outdated cash views—sound familiar? In this episode of CPM Customer Success, host Andy Smetana dives into one of the most overlooked challenges in corporate finance: cash planning. But we're not talking about business-as-usual budgeting. We're talking about automated, integrated, and strategic cash planning powered by OneStream.

You'll discover how OneStream's unified platform replaces silos and guesswork with real-time visibility, scenario modeling, and agility—so finance can lead with confidence. We break down the pain points plaguing FP&A, treasury, and accounting teams, and show how OneStream flips the script—from reactive reporting to forward-looking leadership.

Plus, don't miss a compelling customer success story from one of the world's largest logistics firms, who transformed their fragmented global cash management into a streamlined, intelligent process—with 70% fewer spreadsheets, real-time visibility across 500+ entities, and far more strategic decision-making.

If you're a finance leader tired of playing catch-up with cash flow, this one's for you.

👉 Subscribe to the CPM Customer Success newsletter for weekly episodes and insights: novaadvisory.com/podcast

In this episode of CPM Customer Success, we dive deep into one of the most persistent challenges in Finance: data integrity. Host Andy walks through how fragmented systems, manual reconciliations, and inconsistent data definitions wreak havoc on financial reporting and compliance. But the real focus? How OneStream solves it all in one unified platform.

Learn how OneStream's built-in Data Quality Engine catches issues at the source—before the close, before the audit, and before trust erodes. We spotlight two powerful success stories: a global auto supplier and a leading insurance company that both transformed their close cycles and restored confidence in their numbers.

Expect actionable insights on:

• Automating data validation and intercompany eliminations

• Eliminating Excel-based reporting risks

• Strengthening SOX and IFRS compliance

• Integrating ESG reporting with finance data

• Enabling full audit traceability and drill-down transparency

Whether you're dealing with five ERPs, preparing for regulatory audits, or chasing intercompany mismatches across time zones, this episode is your blueprint for building trust, speed, and control into your finance operations—with OneStream.

🎯 Subscribe now and turn data chaos into financial confidence. https://www.novaadvisory.com/podcast

Consolidations don't have to be a 15-day nightmare. In Episode 67, Andy MNA breaks down why global close processes are so hard—and how OneStream simplifies it all.

From currency translations to intercompany eliminations, we uncover the tools and success stories (tech + hospitality) that prove what's possible when your platform just works. If you're scaling globally, this is your playbook.

http://www.novaadvisory.com/podcast

Finance can't lead from behind siloed systems. In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making. Plus: real-world wins from a water treatment company and Academic Medical Centers.

Check all episodes from this Nova Advisory podcast, here: http://www.novaadvisory.com/podcast

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan

Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success, we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning.

Join us as we break down:

• Why traditional budgeting processes are falling short

• How "Beyond Budgeting" unlocks agility, responsiveness, and smarter decision-making

• What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights

We also spotlight two real-world success stories:

• A global water technology company, which consolidated systems and slashed load times

• An Auto Industry company, who unified finance processes and gained product-level visibility 12 days faster

If you're tired of chasing accuracy in spreadsheets, and ready to elevate finance into a true strategic partner — this episode is your blueprint for change.