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In this episode of CPM Customer Success, titled âSheet Happens: How OneStream Transforms Transparency (No More Spreadsheet Nightmares!)â, weâre tackling the chaos of financial data in the wild world of spreadsheets. đȘïžđŒ
Join us for a fun yet insightful chat on how OneStreamâs single-platform solution is helping finance 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. đĄ
We also share a real-world success story of a state government that transformed its finance department with OneStream, reducing errors and boosting collaboration across teams.
Ready to make financial transparency more than just a buzzword? Tune in and say goodbye to your spreadsheet stress! đ
Check out all our episodes at: www.novaadvisory.com/podcast
Check the video podcast here: https://youtu.be/FLvtpv2Wsd0
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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 OneStreamâs newest offering, CPM Express, accelerates the speed-to-value for OneStream customers, empowering finance teams with OneStreamâs 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.
Visit the Video Podcast: https://www.youtube.com/watch?v=wA6PjdE7GuM
Take a look at all our episodes here: www.novaadvisory.com/podcast
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Are your month-end closes starting to feel like Groundhog Dayâthe same tedious, repetitive tasks over and over again? Youâre not alone! In this episode, we dive into how OneStreamâs powerful platform breaks the cycle of manual processes, bringing speed, accuracy, and peace of mind to finance teams everywhere.
Join your host, Andy Smetana from Nova Advisory, as we explore real-life examples of how automation transforms critical finance functions like trial balance collection, intercompany eliminations, and cash flow reporting. Discover how OneStream empowers finance teams to close faster, with fewer errors, and regain precious time to focus on high-value tasks.
If youâre ready to escape the endless month-end loop, this episode is for you! Tune in and learn how to automate your way to a stress-free close.
Visit www.novaadvisory.com/podcast for all of our episodes
Also visit our YouTube channel:
https://www.youtube.com/@CPMCustomerSuccess/videos
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In this episode of the CPM Customer Success podcast, we explore how financial reporting can be transformed with OneStreamâs innovative solutions. Titled âReporting Reimagined: Accelerating Finance with OneStream Solutions,â this episode dives into the key strategies that finance leaders can adopt to streamline reporting, eliminate data silos, and gain real-time insights.
Join us as we discuss:
đč How OneStream unifies both financial and operational data into a single platform, bringing transparency and accuracy to reporting.
đč The power of automation in reducing manual processes, increasing efficiency, and ensuring compliance with stakeholder reporting.
đč Real-world examples of how global organizations have cut reporting times by more than 50%, significantly improving decision-making capabilities.
đč Key features like Self-Service Reporting, Interactive Dashboards, and Advanced Analytics, empowering finance teams to be more agile and data-driven.
Whether youâre a CFO, finance director, or leader in accounting, this episode provides practical insights and solutions to help you reimagine financial reporting for your organization. If youâre ready to accelerate your finance operations with OneStream, this is the episode for you!
đïž Listen now to learn how OneStream can streamline your reporting process and elevate your finance team to new heights of performance.
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In todayâs unpredictable business environment, static spreadsheets just donât cut it. In this episode, we explore how finance leaders can replace outdated tools with OneStreamâs unified platform for smarter, more agile planning. Discover how AI-powered scenario modeling and rolling forecasts help organizations anticipate change, seize opportunities, and respond to risksâno crystal ball required.
Through real-world examples from retail, healthcare, and manufacturing, we show how companies are boosting efficiency, shortening budget cycles, and aligning strategy with operations using OneStream. Learn why switching to dynamic forecasting and predictive analytics is the key to staying ahead in competitive markets.
Whether you're dealing with supply chain disruptions or managing complex financial plans, this episode offers practical insights into creating business agility. Tune in and find out how OneStreamâs guided workflows and seamless data integration are changing the way businesses forecast and thrive.
Visit our podcast episodes at:
www.novaadvisory.com/podcast -
In this episode of the CPM Customer Success podcast, we explore one of the most daunting tasks finance and accounting leaders faceâthe financial close process. Managing multiple systems, intercompany, minority interests, currencies, and tight deadlines often feels overwhelming, but it doesnât have to be.
Join us as we explore how OneStreamâs unified platform is revolutionizing the financial close, consolidation, and reporting processes. From eliminating complex manual tasks to providing real-time data transparency, OneStream allows organizations to close their books faster and with more accuracy. Discover how this platform simplifies intercompany transactions, enhances data accuracy, and helps you avoid spending nights and weekends in the office. If youâre ready to transform your financial close process, this episode is a must-listen!
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In this episode of the CPM Customer Success podcast, we sit down with Ace Hardware to explore their incredible journey of transforming account reconciliations using OneStream. 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.
Join Scott Bieniasz from Ace Hardware and Sal Messina from Nova Advisory as they discuss:
đč The challenges of managing reconciliations across multiple ERPs and business units
đč How OneStreamâs automation and real-time reporting improved transparency and compliance
đč The time savings and efficiency gains Ace achieved, from auditability to the AutoRec process
đč Why this transformation was a game-changer for both the corporate team and their subsidiariesIf youâre ready to learn how a major retailer like Ace Hardware âAceâdâ their account reconciliations, this episode is packed with insights on streamlining finance processes, driving transparency, and leveraging the power of OneStream!
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In this episode of the CPM Customer Success podcast, weâre continuing our series on OneStreamâs SensibleML. In this episode, we take a forward-looking approach to the future of finance and the evolving role of the CFO. With AI and OneStreamâs SensibleML at the helm, the finance office is being transformed into a hub of predictive insights, real-time data, and strategic decision-making.
Join us as we explore how SensibleML is future-proofing finance teams by automating complex processes, enhancing scenario planning, and enabling finance leaders to predict the future with confidence. From real-time forecasting to agile decision-making, weâll break down how AI is reshaping finance operations and positioning CFOs to lead their companies into the future.
In this episode, we cover:
đč The role of AI in future-proofing finance operations
đč How SensibleML enhances decision-making and forecasting accuracy
đč Real-world examples of businesses already benefitting from AI-driven finance
đč Key trends pushing finance teams toward AI and machine learning adoptionDiscover how to stay ahead of the curve and future-proof your finance office with AI-powered SensibleML.
Tune in and get ready to unlock the full potential of AI in your finance function! đ§
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In this episode of the CPM Customer Success podcast, weâre continuing our series on OneStreamâs SensibleML, describing how SensibleML is revolutionizing Financial Planning & Analysis (FP&A) and demand planning. If youâre ready to take your forecasting game to the next level, this episode is for you!
Weâll 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 levelsâgiving your finance team a strategic edge in todayâs fast-paced world.
In this episode, we cover:
đč How SensibleML enhances FP&A processes with real-time insights
đč The impact of AI on demand planning and forecasting accuracy
đč Real-world examples of companies transforming their planning with SensibleML
đč 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 OneStreamâs SensibleML!
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In this episode of the CPM Customer Success podcast, we explore the world of SensibleML, OneStreamâs 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 youâre 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-timeâwithout 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!
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In this episode of the CPM Customer Success podcast, we dive into the world of technical debt and how itâs silently draining your finance teamâs 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 notâOneStream is here to help. Weâll 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 youâre a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.
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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 insightsâgiving you the edge you need to stay ahead of the competition. Whether youâre 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 OneStreamâs Financial Signaling to not just survive, but thrive in todayâs fast-paced financial landscape. If youâre 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 youâre a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.
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In this episode of CPM Customer Success, we're diving deep into the OneStream Solution Exchangeâan 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 youâre 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 OneStreamâs 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.
Donât miss this opportunity to gain a competitive edge in your financial operationsâlisten now and unlock the power of OneStreamâs 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 youâre a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.
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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 decisionâit'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 youâre a prospective OneStream customer or simply exploring your options, this episode provides the insights you need to make an informed choice.
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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 OneStreamâyour key to ensuring data quality and achieving financial success.
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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 OneStreamâs 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!
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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.
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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 Oracleâs point solution approach vs. OneStreamâs platform. Dave shares insights into how OneStream's unified approach addresses the technical debt and integration complexities often encountered with Oracle Hyperionâs multiple separate module solutionsâŠwhether 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 OneStreamâs 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!
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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, youâll 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!
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In this episode of CPM Customer Success, we sit down with Joe Margotta, Partner at Nova Advisory, to explore the revolutionary SMART programâa 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!
- Se mer
