CPM
Customer Success Podcast
Tips for Office of Finance Executives on their CPM Journey with OneStream
Hosted by Andy Smetana
CPM Customer Success
Nova Advisory takes the lead in OneStream thought leadership with the launch of the Podcast:
"CPM Customer Success" hosted by Andy Smetana, Account Manager @ Nova Advisory.
Finance Executives, if you're ready to say goodbye to outdated financial processes, this podcast will help you on your journey. We're bringing together top OneStream advisors and real-world case studies to help your finance transformation.
Episode 1
Why OneStream for CPM customer success?
Financial reporting shouldn't be a pain. Join us on the inaugural episode of our CPM Customer Success podcast!
Discover how OneStream can transform your financial processes and empower better decision-making. Listen to the episode now!
Episode 2
How Cloud-Based Corporate Performance Management Drives Strategic Decision-Making?
Nate Coate CEO of Nova Advisory, shares valuable insights for financial leaders. Discover how CPM tools like OneStream can empower you with better data, improved visibility, and more informed decision making.
Episode 3
Three Office of Finance Challenges solved by Onestream
Stop juggling inefficient systems. In this CPM Podcast episode, Andy reveals how OneStream's unified platform revamps your Office of Finance. Streamline processes, minimize tech debt, and say hello to flexible reporting!
Episode 4
Pitfalls of CPM Software Landscape
In Episode 4 of our Podcast CPM Customer Success, Dave Collins from Onestream reveals why businesses are moving to unified CPM platforms. Tune in now for essential insights and expert advice on choosing and maximizing your CPM solution.
Episode 5
Forecasting the future using OneStream for Financial Planning & Analysis
In this episode, Andy dives into financial planning and analysis (FP&A) with Nova Advisory Partner Greg Hertling, focusing on using OneStream for forecasting the future.
Episode 6
A Future Customer’s Introduction to Success with OneStream and Nova
In this episode we introduce the OneStream Intelligent Finance Platform from the point-of-view of a prospective OneStream customer. This is great baseline information for those not sure where to start to understand what makes OneStream unique
Episode 7
How to Boost Manufacturing Finance: Mastering Customer and Product Profitability with OneStream – Part 1
Dive into the world of advanced manufacturing finance with Chad Pisha - CAO @ IPS Corp.
Episode 8
How to Boost Manufacturing Finance: Mastering Customer and Product Profitability with OneStream – Part 2
Enter a discussion of OneStream's capabilities for Manufacturing Finance organizations, with OneStream’s Dave Collins, Director of Solutions Consulting and Global Alliances
Episode 9
How to prepare your people for OneStream's change
Change Management Guru Susan Maron joins Andy Smetana to discuss:
why Change Management is Crucial: Avoid pitfalls like hasty decisions and user resistance. Start Early, Stay Consistent: Embed change management throughout your project.
Episode 10
7 Tips to Maximize your Splash at the OneStream Splash Conference
Join Nova Advisory's 10th episode of "CPM: Customer Success" Podcast for 7 HOT TIPS to maximize your experience at the upcoming OneStream Splash2024 Conference in Las Vegas
Episode 11
Unlocking the Power of OneStream at Splash 2024 - with Randy Cramp, Sr. Director Sales @ Onestream
This 11th Episode dives into the upcoming OneStream Splash2024 conference in Las Vegas. Randall Cramp joins the show to discuss how attendees can get the most out of the event.
Episode 12
OSI Group CFO Transforms Financial Consolidations with OneStream and Nova Advisory
In this episode, we sit down with Sherry DeMeulenaere CFO of OSI Group. Sherry takes us through her incredible career journey and shares how OSI transformed their financial consolidation and reporting with OneStream.
Episode 13
How to promote OneStream in your organization and Take Finance Further
In this episode, we delve into OneStream's cause to "Take Finance Further." We discuss how OneStream empowers finance leaders to take advantage of Finance Transformation.
Episode 14
Onestream Splash Empowers the Office of the CFO to Take Finance Further with Innovations to Core Finance Operations
In this episode we report on the transformative innovations unveiled at OneStream's Splash 2024.
Episode 15
How Growth-Focused Enterprises transform Finance with OneStream's CPM Express
Join Peter Fugere - Chief Solutions Officer at OneStream in this conversation with Andy Smetana, CRO @ Nova Advisory
Visit the Video Podcast here
Episode 16
3 Common Office of Finance Challenges Solved by OneStream
In this episode, learn how can OneStream help you to:
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Unify your data
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Slash technical debt
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Embrace agility in financial processes
Episode 17
Joe Margotta discusses the SMART program, a Premium Post Go Live OneStream Managed Services. SMART stands for System Maintenance and Remote Troubleshooting
Episode 18
In this episode, discover how Extensible Dimensionality can transform your data management, enhance efficiency, and lower risks, allowing flexibility, improved reporting, and faster decision-making.
Episode 19
In this episode, we sit down with Performance Management expert Dave Collins to dive deep into the customer choice between OneStream and Oracle Hyperion.
Episode 20
In this episode, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors.
Episode 21
In this episode, we delve into the world of OneStream Financial Intelligence and uncover the powerful capabilities it offers to modern businesses.
Episode 22
In this episode, we dig into the transformative power of OneStream's Data Integration capabilities. Join us as we explore how OneStream unifies data to drive business success, ensuring unparalleled data quality and integrity.
Episode 23
In this episode, we take you through a comprehensive guide to evaluating and selecting the right CPM Software Solution for your Organization.
Download here our free CPM Customer Success software evaluation criteria and selection workbook.
Episode 24
In this episode, we're diving deep into the OneStream Solution Exchange. Join us as we explore the three pillars of the OneStream Solution Exchange: MarketPlace, PartnerPlace, and OpenPlace.
Download here our free CPM Customer Success software evaluation criteria and selection workbook.
Episode 25
In this episode, Discover how OneStream's unified platform transforms raw financial data into clear, actionable insights—giving you the edge you need to stay ahead of the competition.
Download here our free CPM Customer Success software evaluation criteria and selection workbook.
Episode 26
In this episode, we dive into the world of technical debt and how it’s silently draining your finance team’s time, resources, and energy.
Download here our free CPM Customer Success software evaluation criteria and selection workbook.
Episode 27
In this episode, we'll be diving into the exciting world of Sensible Machine Learning and how AI empowers financial processes with OneStream.
Download here our free CPM Customer Success software evaluation criteria and selection workbook.
Episode 28
In this episode, we’re continuing our series on OneStream’s SensibleML, describing how SensibleML is revolutionizing Financial Planning & Analysis (FP&A) and demand planning.
Episode 29
In this episode, we dive into how OneStream’s SensibleML is transforming the way CFO's and finance teams operate—bringing predictive power, real-time insights, and smarter decision-making to the forefront.
Episode 30
In this Video Podcast, learn how Ace Hardware shifted from time-consuming, manual processes to a streamlined, transparent, and efficient reconciliation system that supports both corporate and subsidiary needs.
Episode 31
Join us as we explore how OneStream’s unified platform is revolutionizing the financial close, consolidation, and reporting processes.
Episode 32
In today’s unpredictable business environment, static spreadsheets just don’t cut it. In this episode, we explore how finance leaders can replace outdated tools with OneStream’s unified platform for smarter, more agile planning.
Episode 33
This episode dives into the key strategies that finance leaders can adopt to streamline reporting, eliminate data silos, and gain real-time insights with OneStream.
Episode 34
In this episode, we dive into how OneStream’s powerful platform breaks the cycle of manual processes, bringing speed, accuracy, and peace of mind to finance teams everywhere with Financial Automation.
Episode 35
We deep dive on how teams escape the nightmare of scattered spreadsheets and endless reconciliations. With features like audit trails, data validation, and role-based access, OneStream is making financial transparency a reality.
Episode 36
In this episode, Mauser Packaging Solutions CFO, Aldo Tesi, and Nova Advisory Partner, Sal Messina, discuss Mauser's successful journey implementing the OneStream platform.
Episode 37
Today, 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.
Episode 38
Today, we’re serving up insights on scenario planning and forecasting! 🍂 Whether you’re preparing for financial feasts or avoiding economic famines with OneStream
Episode 39
In this episode, we discuss how OneStream is transforming compliance challenges into opportunities.
✔ Streamline financial reporting processes.
✔ Automate consolidations, reconciliations, and eliminations.
✔ Adapt to evolving regulations
Episode 40
In this episode, we chat with Dave Collins and make a deep dive into:
✅ Overcoming the technical debt of SAP’s modular systems
✅ Leveraging OneStream’s user-based licensing for better ROI
✅ Streamlining transitions from SAP legacy systems to modern solutions
Episode 41
In this festive episode, we unwrap the secrets of Financial Intelligence through Advanced Calculations.
✅ Automating complex processes like multi-currency consolidations and intercompany eliminations.
✅ Leveraging real-time data to make proactive, smarter decisions.
Episode 42
It’s time to set your finance team up for a more streamlined and productive 2025. In our latest Episode, we explore:
✅ Why efficient workflows are critical for CFOs and finance leaders
✅ How AI-powered solutions from OneStream Software are transforming financial processes
Episode 43
Join us In this final episode of the year, as we close out 2024 with a forward-looking discussion on the 5 trends redefining corporate performance management in 2025.
Episode 44
In this episode we explore the world of Value Realization, sharing real-world examples of ROI and insights into helping customers measure and track their OneStream value post-implementation.
Episode 45
In this episode, discover how accurate forecasting enables smarter decision-making, supports adaptability in a fast-paced business landscape, and builds organizational trust.
Episode 46
In this episode we explore how disconnected processes hinder efficiency, trust, and transparency—and how OneStream’s unified platform solves these challenges.
Episode 47
In this episode we explore how real-time reporting and analytics are transforming finance functions from reactive to proactive. Learn how OneStream stands out with unified, intelligent finance capabilities
Episode 48
In this episode we explore the biggest bottlenecks slowing down the close process, how a slow close impacts business agility and decision-making and the advantages of a CPM Platform like OneStream to solve these issues.
Episode 49
In this episode we explore how data integration is the key to transforming financial planning and moving beyond traditional, siloed reporting, and how OneStream Software helps companies automate financial close, forecasting, and reporting
Episode 50
In this episode, Gabby shares how a OneStream health assessment became the catalyst for finance transformation and optimize financial performance for global organizations.
If you’re navigating a OneStream implementation or looking to maximize your CPM investment, this episode is a must-listen
Episode 51
Selecting the right CPM solution can be overwhelming. That’s why we’ve created the CPM Customer Success Software Evaluation Criteria & Selection Workbook—a practical tool to help finance leaders compare solutions, weigh functionality, and build a compelling business case
Episode 52
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.
Episode 53
In this episode, 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.
Episode 54
In this episode, 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.
Episode 55
Choosing between Anaplan and OneStream? Read this before your next demo.
Finance leaders today are asking one big question:
What’s the real difference between connected planning tools like Anaplan and a unified CPM platform like OneStream?
Episode 56
In this episode, we dive into how OneStream’s People Planning solution helps Finance leaders ditch disconnected planning tools and take control of headcount and compensation modeling — in real time, inside the same platform you’re already using for close and budgeting.
Episode 57
In this episode of CPM Customer Success, I dig into how OneStream Software’s Capital Planning solution is helping leaders like you:
✅ Align capital investments with financial strategy
✅ Automate asset lifecycle management and depreciation
✅ Eliminate manual reconciliations across systems