Episoder
-
In this episode of the CPM Customer Success podcast, we’re continuing our series on OneStream’s SensibleML, describing how SensibleML is revolutionizing Financial Planning & Analysis (FP&A) and demand planning. If you’re ready to take your forecasting game to the next level, this episode is for you!
We’ll explore how SensibleML enables finance teams to move beyond manual processes and outdated tools, delivering AI-powered insights that help you make smarter, faster decisions. Discover how SensibleML streamlines scenario planning, predicts demand with precision, and optimizes inventory levels—giving your finance team a strategic edge in today’s fast-paced world.
In this episode, we cover:
🔹 How SensibleML enhances FP&A processes with real-time insights
🔹 The impact of AI on demand planning and forecasting accuracy
🔹 Real-world examples of companies transforming their planning with SensibleML
🔹 How to future-proof your finance function with SensibleMLTune in to learn how you can level up your financial forecasting and keep your organization ahead of the competition with OneStream’s SensibleML!
-
In this episode of the CPM Customer Success podcast, we explore the world of SensibleML, OneStream’s groundbreaking machine learning solution tailored specifically for finance professionals. Join us as we explore how SensibleML is transforming traditional forecasting and planning processes, making them faster, smarter, and more accurate than ever before.
Whether you’re struggling with manual spreadsheets or looking to supercharge your financial forecasting with AI, this episode will show you how SensibleML can streamline your FP&A, improve data accuracy, and empower your team to make better, more informed decisions in real-time—without needing a team of data scientists. Tune in to discover real-world success stories and learn how to bring predictive power into your day-to-day financial processes.
Get ready to see AI in action and take your finance function to the next level!
-
Manglende episoder?
-
In this episode of the CPM Customer Success podcast, we dive into the world of technical debt and how it’s silently draining your finance team’s time, resources, and energy. Join us as we explore how legacy systems create hidden inefficiencies and why they could be holding your business back from reaching its true potential.
But fear not—OneStream is here to help. We’ll uncover how this unified platform simplifies financial processes, eliminates the need for multiple fragmented tools, and slashes technical debt. From real-world success stories to actionable insights, this episode is packed with tips to help you streamline operations and take control of your finance function.
Whether you're a CFO, controller, or finance leader, this episode will show you how to detox your technical debt and unlock the full potential of your team with OneStream. Tune in to start your journey toward a simplified, more efficient financial future!
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.
-
In this episode of the CPM Customer Success podcast, we dive deep into the cutting-edge world of Financial Signaling with OneStream. Join us as we explore how this powerful tool is revolutionizing the way finance leaders navigate market trends and make strategic decisions.
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. Whether you’re looking to predict market shifts, capitalize on emerging opportunities, or avoid potential pitfalls, Financial Signaling is your new secret weapon.
Tune in to learn how to harness the full potential of OneStream’s Financial Signaling to not just survive, but thrive in today’s fast-paced financial landscape. If you’re a finance or accounting professional ready to elevate your decision-making and master market trends, this episode is for you!
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.
-
In this episode of CPM Customer Success, we're diving deep into the OneStream Solution Exchange—an invaluable resource for Office of Finance leaders looking to elevate their corporate performance management game. Join us as we explore the three pillars of the OneStream Solution Exchange: MarketPlace, PartnerPlace, and OpenPlace.
Discover how these expertly crafted and community-driven solutions can streamline your financial processes, enhance accuracy, and drive strategic growth within your organization. From automating Account Reconciliations to optimizing People Planning and ensuring ESG compliance, this episode provides actionable insights on how to leverage these solutions to solve real-world challenges.
Whether you’re a CFO, Controller, or Finance Manager, this episode is packed with practical advice and innovative ideas that will help you transform your finance operations. Tune in to learn how to harness the full potential of OneStream’s Solution Exchange, and start making smarter, faster decisions that propel your business forward.
Key Takeaways:
Streamline Account Reconciliations and close processes with MarketPlace solutions.
Leverage PartnerPlace solutions for specialized needs like Lease Accounting.
Collaborate and innovate with the OpenPlace community, sharing and developing solutions for ESG reporting and more.
Don’t miss this opportunity to gain a competitive edge in your financial operations—listen now and unlock the power of OneStream’s Solution Exchange!
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.
-
In this episode of the CPM Customer Success podcast, we take you through a comprehensive guide to evaluating and selecting the right Corporate Performance Management (CPM) software solution for your organization. Choosing the right CPM software is more than just a technical decision—it's a strategic one that can impact your financial processes, data accuracy, and decision-making capabilities for years to come.
We'll break down the key criteria you should focus on during the evaluation process, including unified platform capabilities, extensibility, financial data quality, financial intelligence, and data integration. Plus, we'll explore the importance of selecting the right implementation partner, like Nova Advisory, to ensure your CPM solution, if you choose OneStream, is configured and deployed successfully.
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.
-
In this episode of the CPM Customer Success Podcast, 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. Whether you're a finance professional, an accounting expert, or an IT specialist, this episode is packed with valuable insights on how seamless data integration can elevate your financial reporting and operational efficiency.
We'll break down what makes OneStream's Data Integration unique, from the Smart Integration Connector to the powerful Data Management and Stage Engines. Discover how these features streamline the data integration process, reduce errors, and provide a single version of the truth across your organization.
Listen in as we discuss real-world examples of companies that have transformed their data integration processes with OneStream, achieving faster, more accurate financial insights. Learn why OneStream's approach to data integration is a game-changer for businesses looking to future-proof their financial operations and maintain a competitive edge.
Don't miss out on this comprehensive guide to mastering data integration with OneStream—your key to ensuring data quality and achieving financial success.
-
n this episode of the CPM Customer Success podcast, we delve into the world of OneStream Financial Intelligence and uncover the powerful capabilities it offers to modern businesses. Join us as we explore what OneStream Financial Intelligence is, why it's crucial for today's fast-paced business environment, and the incredible benefits it brings to organizations.
We'll start with an overview of OneStream's unified Corporate Performance Management platform and its built-in financial intelligence features. Learn how automated financial consolidations, built-in currency translations, and advanced financial analytics can transform your financial operations, ensuring accuracy, compliance, efficiency, and deeper insights.
Hear messaging from OneStream’s founders as they share their insights and real-world examples of how Financial Intelligence has revolutionized financial management for OneStream customers.
Whether you're a finance professional seeking to streamline processes or a business leader aiming to enhance financial insights, this episode is packed with valuable information to help you understand and leverage the full potential of OneStream Financial Intelligence.
Tune in and discover how you can transform your financial operations from a cumbersome, error-prone process to a streamlined, efficient, and accurate system with OneStream Financial Intelligence.
Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today!
-
Welcome to Episode #20 of the CPM Customer Success podcast! Continuing our series on OneStream's unique differentiators, this episode delves into the critical topic of Financial Data Quality. Building on our previous Episode #18 discussion about Extensible Dimensionality, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors.
Join us as we uncover the history and evolution of OneStream's Financial Data Quality. Learn about the comprehensive capabilities of OneStream's Financial Data Quality engine, including seamless data integration from multiple sources, automated data loading, and robust auditing features.
We'll discuss why financial data quality is essential for your business, highlighting its impact on reporting accuracy, risk mitigation, efficiency, and decision-making confidence. Hear real-world success stories and see how OneStream outperforms competitors like Hyperion, Anaplan, Tagetik, and Workday.
Whether you're already a OneStream user or exploring corporate performance management solutions, this episode offers valuable insights into mastering financial data quality. Discover how OneStream can transform your financial processes, providing you with the confidence and clarity needed to drive performance and lead at speed.
Tune in now to gain a deeper understanding of OneStream's Financial Data Quality and its role in ensuring your data is accurate, reliable, and ready to support your business decisions.
-
In this episode of the CPM Customer Success podcast, we are joined once again by Dave Collins, an expert in Corporate Performance Management (CPM). Dave delves into a detailed comparison between Oracle Hyperion (aka Oracle Fusion Cloud EPM) and OneStream, highlighting the differences of Oracle’s point solution approach vs. OneStream’s platform. Dave shares insights into how OneStream's unified approach addresses the technical debt and integration complexities often encountered with Oracle Hyperion’s multiple separate module solutions…whether on-premise or in the cloud.
Dave provides compelling OneStream success stories, and explains how OneStream has drastically improved performance and operational efficiency for its customers. He also discusses OneStream’s latest innovations like CPM Express, and how OneStream ensures continuous improvement by incorporating customer feedback.
Tune in to discover why organizations are increasingly choosing OneStream over Oracle Hyperion to streamline their financial processes and achieve greater success.
Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today!
-
Welcome to the CPM Customer Success podcast, where we empower Office of Finance leaders to streamline their financial systems and processes with OneStream, ensuring improved corporate performance without the extended office hours.
In this episode, host Andy Smetana, CRO at Nova Advisory, drills down into the concept of OneStream's Extensible Dimensionality. As a key differentiator, Extensible Dimensionality is a game-changer for financial management. Andy simplifies the concept, explaining what it is, why it matters, and how it enables businesses to meet both corporate financial standards and operational needs seamlessly.
Discover how Extensible Dimensionality can transform your data management, enhance efficiency, and lower risks. Hear real-world examples and insights on how this innovative feature allows for flexibility, improved reporting, and faster decision-making. By the end of this episode, you’ll understand why OneStream's Extensible Dimensionality is a must-have for your business.
Subscribe or follow to ensure you don't miss out on future episodes filled with expert advice and success stories in the world of corporate performance management.
Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today!
-
In this episode of CPM Customer Success, we sit down with Joe Margotta, Partner at Nova Advisory, to explore the revolutionary SMART program—a premium post go-live administration service designed specifically for OneStream customers. SMART, which stands for System Maintenance and Remote Troubleshooting, offers a comprehensive solution to streamline your financial processes and enhance your OneStream platform management.
Joe shares the vision behind SMART and discusses the ideal customer profile for these services. We delve into the specific benefits that existing OneStream customers can expect, from seamless integration to continuous improvement and system optimization. Hear an inspiring success story of a client who transformed their financial operations through SMART, and discover how the SMART team becomes an essential part of your organization, ensuring smooth transitions and alleviating administrative tasks.
We also compare the cost and resource allocation of SMART services to hiring an OneStream administrator, providing valuable insights for decision-makers. Finally, Joe gives us a glimpse into the future of SMART services and the evolving landscape of financial platforms.
Whether you're an existing OneStream customer or considering a move to this powerful platform, this episode offers critical insights and practical advice to help you achieve financial excellence. Tune in to learn how Nova Advisory's SMART program can elevate your financial systems to new heights!
Subscribe or follow now to stay updated with future episodes of the CPM Customer Success podcast and start your journey towards financial transformation today!
-
The 3 Kryptonite Weaknesses of Your Finance Systems (And How OneStream Can Be Your Superhero)
Is your finance team battling inefficiency and outdated systems? They're not alone. Many departments face these financial kryptonite weaknesses:
1. The Point-Solution Hydra: Multiple, disconnected systems create a complex mess, wasting time and hindering collaboration. Imagine spreadsheets, legacy software, and siloed data sources – a true monster for any finance team!
2. The Technical Debt Monster: Reliance on outdated or poorly integrated systems creates a growing technical debt that weighs down your team's progress. Think of it as a financial gremlin constantly causing problems and slowing you down.
3. The Inflexibility Golem: Legacy systems often lack the flexibility to adapt to your ever-changing business needs. This inflexible golem prevents your finance team from keeping pace with growth and new opportunities.
Introducing OneStream: Your Financial Superhero!
OneStream is a unified financial platform that tackles these challenges head-on, empowering your finance team to be their best.
OneStream Slashes the Hydra: It consolidates all your financial tasks into a single platform, eliminating the need for multiple point solutions. Think of it as a powerful sword, cutting through the complexity and simplifying your financial processes. OneStream Crushes the Technical Debt Monster: With its modern architecture and built-in financial intelligence, OneStream eliminates technical debt, freeing your team to focus on strategic initiatives. It's like a financial kryptonite that destroys the monster, allowing your team to operate efficiently. OneStream Outmaneuvers the Inflexibility Golem: OneStream's "extensible dimensionality" provides the flexibility to adapt to your business needs. Imagine your finance team with the agility of a superhero, easily adapting to change and growth.Ready to Unleash Your Finance Team's Superpowers?
Listen to the latest episode of the CPM Customer Success Podcast from Nova Advisory to discover how OneStream can transform your finance department.
-
Discover how OneStream's CPM Express is transforming financial management for mid-sized companies with revenues between $200M and $1B. Join us as Peter Fugere, Chief Solutions Officer at OneStream and one of its earliest team members, explains how OneStream’s newest offering, CPM Express, accelerates the speed-to-value for OneStream customers, empowering finance teams with OneStream’s full platform in a fraction of time of a typical implementation. Learn how a OneStream customer can get up-to-speed with OneStream, yet focus their core team on doing what they do best: delivering meaningful business insights to improve corporate performance. Tune in to learn how CPM Express can elevate your enterprise's financial management capabilities.
-
In this episode of CPM Customer Success, we report on the transformative innovations unveiled at OneStream's Splash 2024. Our guests, Nate Coate, CEO of Nova Advisory, and Susan Maron, Chief of Staff of Nova Advisory, share their initial impressions of the event. We highlight the impactful insights from the Vision Keynote by Tom Shea, explore the most exciting OneStream innovations, including AI-driven finance transformation tools and enhanced narrative reporting capabilities. Tune in to hear about inspiring customer success stories and how these innovations are set to revolutionize the Office of the CFO.
-
If you're trying to convince your team about the value of implementing OneStream, this episode provides the insights you need. In this episode, we delve into OneStream's cause to "Take Finance Further." We discuss how OneStream empowers finance leaders to manage their finances more effectively, allowing for faster close, better planning, and more informed decision-making. Discover how OneStream's innovative solutions reduce technical debt, provide robust audit trails, and enable seamless data integration. Learn how finance teams can move beyond traditional reporting to truly drive business forward with AI-powered forecasts and unified financial insights. Take Finance Further.
-
In this episode, Andy welcomes Sherry from OSI Group to the CPM Customer Success Podcast. Sherry shares her insights and experiences in leading a successful finance transformation at OSI Group. She delves into her career background, her passion for bringing order to chaos, and the significant changes she has driven at the company. Tune in to hear about her challenges, the strategies implemented, and the lessons learned along the way. This episode is packed with practical advice and inspiration for anyone looking to drive meaningful organizational change.
Sherry DeMeulenaere is EVP, CFO, and Treasurer of OSI Group, LLC. OSI Group, LLC is a global food processor servicing quick service restaurants, retail and food service distributors. Sherry joined OSI Group, LLC in March 2008 as the VP Treasurer, responsible for global treasury and risk management as well as domestic AP, AR and payroll. In March 2014, Sherry was promoted to EVP and CFO adding accounting and tax to her Treasury responsibilities.
Key Highlights:
[00:01 - 10:06] Sherry's Background and Career Journey
Sherry’s passion for finance and her journey from uncertainty to structure.
Gained intimate knowledge of a global company and improved information management.
The importance of understanding global operations for effective leadership
Extensive global selection process and critical partnership with Nova for successful implementation.
[10:07 - 14:17] Managing Global Change in Financial Systems
Conducted podcasts to explain the need for global change and alignment.
Strong support from the COO and President ensured top-down commitment.
Held sessions with finance and management teams to gather accurate requirements.
Emphasized data integrity improvements and addressed key decisions upfront.
[14:18 - 22:33] Lessons Learned During Financial System Implementation
Ensure sufficient staffing with detail-oriented individuals for thorough data validation.
Clearly communicate the need for a shakeout period post-implementation.
Leveraged OneStream's workflow and tools for efficiency and tailored information analysis.
Improved data drill-down capabilities for better financial reporting and decision-making.
[22:34 - 33:52] Benefits of OneStream's Drill-Down Capability
Provides clear visibility into data sources, unlike HFM.
Allows users globally to access and resolve discrepancies quickly.
Facilitates detailed account-level analysis for accurate reporting.
Builds confidence in data accuracy for strategic decisions and presentations.
[33:53 - 37:23] Closing Segment
Prepare thoroughly and communicate consistently with your management team.
Select a knowledgeable implementation partner to train your team for independent management.
Establish a dedicated team for system ownership and maintenance from the start.
Begin with manageable projects and gradually expand, avoiding the urge to solve everything at once.
If you liked this episode of the show, CPM Customer Success, please LEAVE A 5-STAR REVIEW, like, share, and subscribe!
Get in touch with Andy:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andy-smetana/
Thank you for tuning in!
Tweetable Quotes:
“You could buy a great system, if you don't have a good implementation partner, that's not going to work out.” - Sherry DeMeulenaere
“Pick some people who are really, really detail-oriented and love to run validations, and are really sharp at that.” - Sherry DeMeulenaere
“What we liked about OneStream when we picked it was that it had modules. You could expand it. You could start small and build out.” - Sherry DeMeulenaere
-
This episode of the CPM Customer Success Podcast dives into the upcoming OneStream Splash conference in Las Vegas. Randy Cramp, Senior Sales Director at OneStream, joins the show to discuss how attendees can get the most out of the event.
Cramp emphasizes the importance of planning and suggests reviewing the conference app to curate a personalized agenda. He also highlights networking opportunities, recommending attendees connect with other customers, partners, and OneStream specialists.
The episode explores valuable sessions, including those focused on OneStream's AI capabilities showcased in the AI Hub. Cramp stresses the importance of asking questions, particularly for potential customers seeking to understand how OneStream can address their specific needs.
Selecting the right partner is also a key topic. Cramp advises attendees to explore the partner expo and inquire about a partner's experience and methodology.
Randy concludes with a customer success story, illustrating how a OneStream user continuously identified opportunities to solve problems and deliver value across the organization.
-
Today's podcast episode dives into the dynamic world of the OneStream Splash conference, the annual watershed event for OneStream customers and prospects. Set against the vibrant backdrop of Las Vegas from May 20-23, this episode offers "7 Tips to Maximize Your Splash, at Splash," ensuring you ride the wave of opportunities during the event. Whether you're a seasoned OneStream customer or a prospective user, you'll learn how to navigate the event effectively—from crafting a personalized agenda to strategic networking and exploring innovations for today’s Office of Finance leaders. Tune in to transform your conference experience into a pivotal professional development opportunity, all while enjoying the energy that only OneStream's premier Splash event can offer.
-
In this episode, Andy Smetana discusses the importance of change management in OneStream projects with Susan Maron. Susan emphasizes the need for change management to start from day one and continue throughout the project. She highlights that neglecting change management can lead to hasty decisions, lack of user trust, and inefficiencies. It's crucial to involve experts and consider written support, whether the project is in-person or remote, to ensure a smooth transition and avoid surprises.
Susan Maron is the Chief of Staff for Nova Advisory, which is our fancy way of saying she supports team culture and operations. Some days, Susan works with our team members on new thinking and processes and some days she works with our CEO, Nate Coate, on Nova's strategic roadmap. Susan's expertise and leadership in Change Management across our largest clients are instrumental in the details for today's Podcast.
Key Highlights:
[00:01 - 09:22] Defining Organizational Management
Nova Advisory's focus is on organizational change management, especially in training and communication.
It is crucial to align terminology and grasp change management's broad impact.
Vital for tackling anticipated change management challenges.
[09:23 - 12:46] Challenges in Change Management and Client Involvement
All projects, including OneStream implementations, face expected surprises.
Common problems include time-consuming data reconciliation and unexpected discrepancies.
Only underestimating time leads to complete stakeholder involvement and overlooked aspects.
[12:47 - 21:56] Client's Role and Considerations in Change Management
Clients must evaluate their resources and time for internal change management.
Limited expertise risks suboptimal outcomes when handling change internally.
Effective change management starts from day one and continues throughout all phases.
[21:57 - 27:39] Closing Segment
The critical role of written support in both in-person and remote settings.
In-person collaboration is vital for key milestones like project kickoff and user acceptance testing.
Successful remote project implementations during COVID-19 highlight remote work advantages.
The simplicity and effectiveness of clear communication and planning in change management.
If you liked this episode of the show, CPM Customer Success, please LEAVE A 5-STAR REVIEW, like, share, and subscribe!
Get in touch with Andy:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andy-smetana/
Thank you for tuning in!
Tweetable Quotes:
“Sometimes it's not about having the right people. It's about those people having the right time.” - Susan Maron
“The point is to stay, to anticipate what those challenges are gonna be, and to stay way ahead of those changes with frequent communication to the whole group.” - Susan Maron
“For our most successful clients, Change management should occur from day one through go live, as a good differentiator for success.” - Susan Maron
“Change management doesn't, it's not rocket science. It doesn't take one. So the most successful clients have the simplest communications, the willingness. What makes organizational change management successful for a OneStream project is that willingness and the time to plan ahead.” - Susan Maron
- Vis mere
