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

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If your organization is struggling with fragmented data, manual processes, or outdated insights, this episode will inspire you to take your forecasting to the next level.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! https://www.novaadvisory.com/podcast

n Episode 44, we explore the world of Value Realization with Nate Gruys, Director of Sales and Customer Management, and Mitch Turner, Head of Value Transformation at OneStream.

This episode unpacks how OneStream's unified platform transforms finance by streamlining processes, reducing costs, and achieving significant efficiency gains in financial close, reporting, and planning. Nate and Mitch also share real-world examples of ROI and insights into helping customers measure and track their OneStream value post-implementation.

🎧 Tune in for strategies to maximize your CPM investment and drive extraordinary financial outcomes.

In Episode 43 of the CPM Customer Success Podcast, we close out 2024 with a forward-looking discussion on the 5 trends redefining corporate performance management in 2025. 🚀

Join host Andy Smetana as we explore:

• The rise of digital transformation in finance.

• How AI-driven insights are shaping smarter decision-making.

• The evolving role of the CFO as a strategic leader.

• Overcoming the challenges of legacy systems and silos.

• Why modernization is key to attracting investment.

Looking to make an informed CPM investment decision? Don't miss our FREE CPM Software Evaluation Criteria Workbook—available now at novaadvisory.com/podcast. 📥

Step into 2025 ready to innovate, automate, and grow! 🎙️ Listen now and prepare to lead the future of finance.

🎙️ Optimizing Financial Workflows: Your Guide to a Seamless 2025

In this special year-end episode of the CPM Customer Success Podcast, we're tackling one of the most important topics for finance leaders: optimizing financial workflows.

Join us as we dive into:

• The importance of efficient workflows for finance and accounting teams

• How AI-powered solutions like OneStream can supercharge automation and decision-making

• Common workflow pain points and how to address them

• Real-world success stories from global businesses that transformed their processes

Wrap up 2024 by setting your team up for success in the new year. Tune in and learn how to streamline your workflows, save time, and drive better outcomes in 2025!

🎧 Listen now!

🎄 This holiday season, give your finance team the ultimate gift: Financial Intelligence! In this festive episode of the CPM Customer Success Podcast, we unwrap the secrets of Financial Intelligence through Advanced Calculations.

Discover how finance leaders are transforming their organizations by:

✅ Automating complex processes like multi-currency consolidations and intercompany eliminations.

✅ Leveraging real-time data to make proactive, smarter decisions.

✅ Breaking free from outdated systems and fragmented data silos.

Featuring a real-world success story from a major global food corporation that reduced its month-end close from 6 days to 4 and saw data processing times drop from hours to minutes!

Packed with practical insights and actionable advice, this episode is your roadmap to leading with confidence in 2025. Whether you're closing the year strong or setting the stage for success, don't miss this deep dive into how OneStream empowers finance teams to streamline processes and unlock their full potential.

🎧 Tune in now and sleigh your financial challenges! Your smarter, faster future starts here.

https://www.youtube.com/@CPMCustomerSuccess

In this episode of Nova Advisory's CPM Customer Success, host Andy Smetana welcomes back Dave Collins, Director of Solution Consulting and Strategic Alliances at OneStream Software.

Together, they dive deep into a head-to-head comparison of SAP's modular CPM approach and OneStream's unified platform. Learn about the limitations of SAP's fragmented system, including technical debt and integration challenges, and how OneStream eliminates these obstacles with its extensible dimensionality and unified architecture.

Discover actionable insights on achieving faster ROI, better financial outcomes, and a seamless transition from legacy systems. Whether you're considering a move or just curious about the landscape, this episode is packed with valuable takeaways for finance leaders.

Check out all our episodes here:

www.novaadvisory.com/podcast

In this episode of the CPM Customer Success Podcast, we dive into the complexities of regulatory compliance and reporting and explore how OneStream empowers organizations to meet global financial standards with ease. Discover the common challenges finance leaders face, from evolving regulations to time-consuming manual processes, and learn how OneStream's unified platform transforms compliance into a strategic advantage.

With insights into ESG reporting trends and a success story from a Global Insurance company, this episode offers practical solutions for finance and accounting professionals striving for accuracy, efficiency, and transparency.

Tune in and take the first step toward confident compliance!

Visit our YouTube Channel to find out more episodes: https://www.youtube.com/@CPMCustomerSuccess

This Thanksgiving, join us for "A Full Plate of Planning: How OneStream Prepares You for Every Outcome" as we explore the transformative power of scenario planning and forecasting.

In this episode, we'll uncover:

• The biggest challenges finance teams face today on planning and forecasting —and how to overcome them.
• How OneStream uses AI to automate "what-if" scenarios and improve forecast accuracy by up to 40%.
• A deep dive into an automotive sector success story, including how they reduced excess inventory costs by 15% and achieved 50% faster reporting cycles.

Packed with practical insights and real-world examples, this episode is your recipe for mastering financial planning. Don't wing it—prepare for every outcome with OneStream.

In this episode of CPM Customer Success, we dive into the game-changing world of advanced analytics powered by OneStream's BI Blend. Join us as we explore how finance teams can integrate operational and financial data for deeper insights and more impactful decision-making. Learn how OneStream's unified platform simplifies complex data blending, enabling predictive analytics and actionable business intelligence. Whether you're looking to optimize performance, unlock data-driven strategies, or reimagine your reporting, this episode offers practical tips and real-world examples to get you started.

In this episode of the CPM Customer Success podcast, we sit down Mauser Packaging Solutions CFO, Aldo Tesi, and Nova Advisory Partner, Sal Messina, to discuss Mauser's successful implementation of the OneStream platform. Aldo shares his career background and the key business challenges that led Mauser to evaluate and ultimately implement OneStream, including the need for better data, more granular reporting, and improved accounting processes across their complex, global organization. Sal provides insights into the collaborative approach taken to design flexible reporting and allocation capabilities to meet Mauser's requirements. The discussion covers overcoming data and adoption challenges, as well as the tangible benefits Mauser has realized, such as faster financial close, better visibility into profitability by plant and product, and the ability to quickly onboard acquired businesses onto the platform. Aldo and Sal also share advice for finance leaders considering a OneStream implementation, emphasizing the importance of understanding your data, engaging the internal team as true partners, and selecting an experienced implementation provider that is focused on achieving your desired outcomes. This episode offers valuable lessons for any organization looking to transform their financial systems and processes to better support data-driven decision making."

Mauser Packaging Solutions is a global leader in sustainable packaging, offering innovative solutions that span the entire packaging lifecycle. Formed in 2018 through the combination of industry leaders BWAY, MAUSER Group, National Container Group (NCG), and Industrial Container Services (ICS), the company specializes in manufacturing, reconditioning, and recycling packaging for a wide range of industries. With a commitment to sustainability and a vast global network, Mauser Packaging Solutions provides high-quality, environmentally responsible packaging options that support the circular economy. For more information, visit their website: Mauser Packaging Solutions.

Nova Advisory is the leading OneStream consulting firm specializing in delivering innovative, data-driven solutions for businesses looking to enhance their financial performance and operational efficiency. With deep expertise in Corporate Performance Management (CPM), Nova Advisory partners with clients to implement tailored strategies that drive growth, streamline processes, and improve decision-making. Committed to excellence and client success, Nova Advisory leverages OneStream's cutting-edge OneStream and industry best practices to transform businesses into agile, future-ready enterprises. For more information, visit Nova Advisory.

The episode comes with a FREE resource to help you achieve CPM Customer Success. Download our free CPM software evaluation criteria and selection workbook at www.NovaAdvisory.com/podcast to guide you through this critical decision-making process. Whether you're a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.

Review all our episodes at www.novaadvisory.com/podcast