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

🔮 Smarter Scenario Planning with OneStream: From What-If to What's Next

In this episode, we explore how finance leaders are using OneStream to shift from reactive planning to proactive, AI-powered decision-making.

We cover:

• The friction of traditional scenario planning

• How OneStream unifies data and logic into a single platform

• Real-world examples from global manufacturers

• How AI is reshaping forecasting and risk management

🎧 Tune in to learn how OneStream helps you move from "What if?" to confidently knowing "What's next." Subscribe to our newsletter: https://www.novaadvisory.com/podcast

In this episode, host Andy Smetana recaps the major announcements and innovations from OneStream's Splash 2025 conference in Nashville.

From the debut of Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream's latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind. Discover real-world success stories, like Endeavor Energy cutting forecast time from 2 days to 10 minutes—without a single data scientist.

Whether you're already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what's now and what's next.

https://www.novaadvisory.com/podcast

In this Splash 2025 episode, host Andy Smetana from breaks down what finance leaders can expect from OneStream's flagship user conference in Nashville.

From Sensible AI Forecast and ESG innovations to real-world success stories from Gibson Brands and Endeavor Energy, this episode is your front-row seat to OneStream's biggest announcements. We also spotlight how OneStream's no-code tools and unified platform are helping finance teams move faster, forecast better, and scale smarter.

👉 Don't forget to subscribe to the CPM Customer Success Weekly Newsletter for more OneStream news and episodes! https://www.novaadvisory.com/podcast

For this week's episode, Andy Smetana is joined by Pam McIntyre, SVP & Corporate Controller at OneStream Software, and Susan Maron, Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation.

Together, they explore the origins of OneStream's Women in Finance initiative, the unique leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership.

Whether you're a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it's also about empowering people.

✨ Attending Splash in Nashville?

Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women's Soccer League, and OneStream Software.

📍 Karl F Dean Grand Ballroom

📅 Thursday, May 15

🕔 12:30 PM – 2:30 PM CDT Add the luncheon to your schedule!

In this special edition of CPM Customer Success, host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can't-miss event for finance and accounting professionals.

Listeners will hear Mark's career journey from Hyperion to OneStream, his perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream's unified platform and practical AI innovations.

You'll also learn how:

• Splash helps prospects validate OneStream as a strategic solution

• Existing customers expand platform use cases like forecasting and reconciliations

• Sensible AI is driving better forecast accuracy without overwhelming finance teams

• To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!)

Plus, get a preview of Nova Advisory's customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

🎧 Subscribe for more success stories, interviews, and finance transformation tips at https://www.novaadvisory.com/podcast

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.