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

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

💡 Beyond the Numbers: How Data Integration Expands Finance Planning

In today's fast-moving finance world, planning isn't just about looking at historical data—it's about real-time insights, predictive analytics, and strategic decision-making. In this episode, we break down why data integration is critical for finance teams, the biggest roadblocks in traditional planning, and how OneStream's unified approach eliminates data silos and accelerates financial insights.

🎯 What You'll Learn:

✅ The difference between aggregation and true financial consolidation

✅ How real-time data integration improves decision-making

✅ Why finance teams spend 50% of their time fixing data instead of analyzing it

✅ Two real-world OneStream success stories featuring companies that saved thousands of hours on financial processes

If your team is struggling with reconciliation, slow planning cycles, or fragmented data, this episode is for you.

🔊 Tune in now to transform your finance planning with Nova Advisory! https://www.novaadvisory.com/podcast

📢 Breaking Free from the Month-End Madness: The Fast-Track to an Efficient Financial Close

Struggling with long, painful financial close cycles? You're not alone. Many finance teams spend 10+ days closing the books, only to deliver outdated numbers to leadership. But what if you could cut your close time from days to hours?

In this episode, we uncover:

✅ The biggest pain points slowing down the close process.

✅ Why speed matters—and how a slow close puts your business at risk.

✅ How OneStream is transforming financial close for global organizations.

✅ Real success stories from finance leaders who have dramatically reduced their close times.

Join us as we explore how finance teams can break free from month-end chaos and shift from being data processors to strategic decision-makers. 🚀

🔔 Subscribe now and never miss an episode!

http://www.novaadvisory.com/podcast

📢 New Episode Alert: The Power of Real-Time Finance!

Finance teams today are drowning in data silos, slow reporting, and outdated numbers—but it doesn't have to be that way. In this episode of the CPM Customer Success Podcast, we uncover how real-time reporting and analytics are revolutionizing financial decision-making.

🔍 Key Takeaways:

• The 4 biggest pain points slowing down finance teams

• How real-time insights shift finance from reactive to proactive

• The OneStream advantage: unified data, AI-powered forecasting, and real-time analytics

• A real-world case study: A global nutrition company cut their financial close time by 80% with OneStream!

💡 The future of finance is real-time—don't get left behind.

🎧 Listen now: https://www.novaadvisory.com/podcast

How can finance leaders overcome fragmented systems and create a single source of truth? In this episode, we explore how disconnected processes hinder efficiency, trust, and transparency—and how OneStream's unified platform solves these challenges.

Hear inspiring stories from OSI Group and Johnson Outdoors, who partnered with Nova Advisory to revolutionize their financial operations, cutting reporting times and improving decision-making through OneStream Software.

Don't miss this actionable guide to streamlining your finance function and driving smarter, faster decisions. Plus, download our free CPM Software Evaluation Workbook to kick-start your transformation: http://www.NovaAdvisory.com/podcasts

Subscribe and stay tuned for more episodes focused on enhancing your corporate performance management.

In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the transformative power of financial forecasting done right.

Discover how accurate forecasting enables smarter decision-making, supports adaptability in a fast-paced business landscape, and builds organizational trust.

Andy shares the compelling story of a global animal nutrition company that:

• Cut their reporting cycles by 50%

• Boosted forecast accuracy by over 20%

• Eliminated data silos using the OneStream platform

If your organization is struggling with fragmented data, manual processes, or outdated insights, this episode will inspire you to take your forecasting to the next level.

Plus, download our free CPM Customer Success Software Evaluation Criteria and Selection Workbook to guide your CPM journey.

🎧 Listen now to learn how OneStream and Nova Advisory can help you aim higher and forecast smarter!