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

Hosted by Andy Smetana

Business Management Technology

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Episodes

112

Latest episode

Aug 2026

Language

EN-US

About the show

CPM Customer Success is a OneStream software focused podcast for Finance executives. The purpose of this podcast is to help Office of Finance Executives fix their financial systems and Processes with OneStream, so they can Improve their Corporate Performance, WITHOUT spending nights and weekends in the office. Whether you are a Chief Financial Officer (CFO), Vice President (VP) of Finance, Accounting, Controller or Financial Planning and Analysis (FP&A), Director, Manager or leader in your organization, we'll have OneStream related content for you. Whether referred to as Enterprise Performance Management (EPM), Business Performance Management (BPM), Finance and Performance Management (FPM) or CPM solutions you are in the right place. This podcast is less about the How to implement the OneStream technology, and more about the Why, business results achieved, Customer Success stories and lessons learned. Weekly we'll speak with thought-leaders who are: 1) Customers and clients having already implemented OneStream's Financial Close and Consolidation, Budgeting, Forecasting, Financial Analytics, Reporting and/or solutions 2) Nova Advisory implementation advisors, executives, and leaders 3) OneStream subject matter advisors

Listen to episodes

60 recent

August 12, 2026Episode 11212 min

112: CPM Success in the Tech Industry: OneStream's Own Finance Journey

In this episode of CPM Customer Success, we explore how OneStream used its own financial platform to support its internal finance transformation as the company scaled. We discuss how OneStream connected close, reporting, planning, sales forecasting, workforce data, customer information, and cloud cost analysis within a more unified finance environment. The episode highlights how OneStream reduced its monthly close from 24 days to 8 days, improved visibility into operational drivers, and created a stronger foundation for agile decision-making as the business continued to grow.

July 29, 2026Episode 11113 min

111: CPM in the Insurance Industry with OneStream

Insurance finance teams must connect financial results with premiums, claims, capital requirements, regulatory reporting, and operational data, often across multiple entities, regions, product lines, and systems. In this episode of the CPM Customer Success Podcast, we explore how OneStream can help insurance organizations create a more connected finance environment. You'll hear two customer success stories demonstrating how insurance companies have used OneStream to improve financial close and reporting, streamline allocations, automate reconciliations, strengthen audit trails, and expand into planning.

July 17, 2026Episode 11010 min

110: How SAP BPC Users can Plan For the Future

As finance teams evaluate the future of SAP BPC, organizations must consider how planning, close, consolidation, reporting, reconciliations, workflows, and analytics will work together across their broader finance architecture. In this episode of CPM Customer Success, Andy Smetana explores where SAP Analytics Cloud may fit into the roadmap, when S/4HANA Finance for group reporting may become part of the discussion, and why some organizations are evaluating OneStream as a unified alternative. He also examines the priorities of controllers, FP&A leaders, and CFOs, supported by examples of companies that modernized complex finance processes and reduced their reliance on disconnected systems and spreadsheets. For an additional SAP-to-OneStream comparison, listeners can also revisit Episode 40 featuring OneStream's Dave Collins.

June 26, 2026Episode 10910 min

109: OneStream Splash 2026 Part 3 – A Future Ready CPM Roadmap

In the final episode of our Splash 2026 recap series, we bring the major OneStream announcements together and discuss what they mean for finance teams evaluating their CPM roadmaps. This episode focuses on practical next steps after Splash, including how current customers can extend the value of their OneStream investment, how prospective customers can evaluate OneStream as a long-term finance platform, and how teams can prepare their foundation before applying more advanced AI-enabled capabilities.

June 23, 2026Episode 10810 min

108: OneStream Splash 2026 Part 2 – Finance Agentic Layer, Sensible AI Agents, Cluster Analysis

In Part 2 of our Splash 2026 recap, we explore OneStream's growing focus on governed AI for finance. This episode covers the Finance Agentic Layer, native SensibleAI Agents, Cluster Analysis, and why AI readiness starts with strong CPM fundamentals, including trusted data, clear metadata, secure workflows, and well-governed processes.

June 18, 2026Episode 10711 min

107: OneStream Splash 2026 Part 1 – High-performance Cube Engine, Developer Studio, SensibleAI Forecast Express

In Part 1 of our 3-part recap of OneStream's Splash 2026 user conference, we break down several of OneStream's biggest platform announcements. This episode covers OneStream's new high-performance Cube Engine, Developer Studio, expanded SensibleAI capabilities, and SensibleAI Forecast Express, with a focus on how these updates support speed, scale, extensibility, and practical AI for the Office of Finance.

May 26, 2026Episode 10610 min

106: Better Bandwidth for Finance Teams in Media & Communications

Media and communications companies face growing financial complexity, from fragmented reporting and evolving forecasting needs to governance and operational scalability. In this episode of CPM Customer Success, we share two customer transformation stories: Project Phoenix, a global interactive entertainment company focused on improving forecasting maturity, workflow efficiency, and platform governance. Project Horizon, a diversified communications enterprise expanding OneStream into operational and workforce analytics to support enterprise-wide decision-making. This episode highlights how modern finance teams in media and communications can reduce complexity, improve visibility, and move from reactive reporting to strategic decision support.

May 19, 2026Episode 10525 min

105: OneStream Podcast Partner Spotlight with Nova Advisory

What does it really take to accelerate a successful CPM transformation? In this special edition of CPM Customer Success, we feature an episode from the official OneStream podcast where Nova Advisory's Liz Weir and Matt DeCarlo join Peter Fugere for a candid conversation about how CPM Express is helping organizations shorten implementation timelines, reduce project fatigue, and deliver meaningful business value faster. The team also dives into the evolving role of AI within OneStream, practical lessons from real customer engagements, and why early visibility and rapid wins can completely change the momentum of a finance transformation project.

May 12, 2026Episode 10445 min

104: OneStream Splash 2026 with Lesley Adams

In this episode of CPM Customer Success, Host Andy Smetana is joined by Lesley Adams, Sales Director at OneStream Software, to discuss OneStream Splash 2026, share what makes the OneStream community unique, how attendees can maximize their Splash experience, and why customer success remains at the center of everything OneStream does.

April 24, 2026Episode 10311 min

103: Using BARC Reports to Choose the Right Finance Platform

Most finance leaders have seen a BARC report before, downloaded it, skimmed the vendor rankings, and moved on. But BARC reports offer far more than a simple vendor comparison. They provide a strategic framework for evaluating your entire finance technology landscape. In this episode of CPM Customer Success, we break down two key pieces of research: the BARC Score for Financial Performance Management 2026 and the Financial Consolidation & Group Accounting Survey 26. We explore what BARC is, how these reports are structured, and how finance leaders can use them to make smarter, more confident technology decisions.