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

Hosted by Andy Smetana

Business Management Technology

Website RSS feed

Episodes

106

Latest episode

May 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

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.

April 16, 2026Episode 10211 min

102: Taking Inventory of Finance at Retail Companies

In our latest CPM customer success episode, we take a closer look at the realities of finance and operations inside modern retail organizations. From rapidly shifting consumer demand to margin pressure and supply chain volatility, the environment is intricate, and finance needs to keep up with real-time insight and strategic guidance. Through two real-world transformation stories, we show what happens when organizations move away from patchwork processes and toward a more unified, scalable approach.

April 8, 2026Episode 10112 min

101: Building up Finance in Construction Companies

Construction finance is inherently complex, driven by long-term projects, evolving cost structures, and decentralized systems that don't always scale with growth. In this episode, we break down how finance leaders in construction and infrastructure organizations are modernizing their approach to reporting, data management, and forecasting through two real-world case studies.

March 31, 2026Episode 10036 min

100: The Future of Finance with OneStream Co-Founder Craig Colby

In this milestone episode of CPM Customer Success, Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right. From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying these core processes creates the foundation for better insights, faster decisions, and true business partnership. We also explore OneStream's CPM Express and how it delivers rapid time-to-value with pre-built best practices, helping finance teams reduce risk, accelerate implementation, and start driving impact in weeks.

March 26, 2026Episode 9910 min

099: Financial Wellness for Healthcare Companies

Healthcare finance operates in a highly complex environment where financial outcomes are closely tied to operational drivers. For CFOs, Controllers, and FP&A leaders, this creates a constant need for alignment between data, planning, and decision-making. In this episode of CPM Customer Success, we explore what financial wellness looks like in a healthcare organization and how finance teams can strengthen visibility, improve agility, and support the business more effectively. We walk through two customer stories: A healthcare staffing organization improving workforce planning and forecasting, and a finance team enhancing FP&A within an existing system to deliver faster, more reliable insights. These examples highlight a consistent shift toward connected data, aligned planning, and more responsive decision-making. If you're responsible for financial planning, reporting, or strategy in healthcare, this episode offers practical perspective on how to strengthen finance's role as a driver of performance.

March 17, 2026Episode 9847 min

098: Workday vs. OneStream with Dave Collins

Is Workday Adaptive Planning truly a unified solution for financial planning, close, and consolidation? Or does a modular ERP-based architecture introduce long-term complexity for the Office of Finance? In this episode of the CPM Customer Success Podcast, Andy Smetana of Nova Advisory sits down with Dave Collins, Senior Director of Solutions Consulting at OneStream, to provide a strategic comparison of Workday Adaptive vs. OneStream and what "unified" really means in Corporate Performance Management (CPM). As Workday expands its messaging around consolidation capabilities, many CFOs, CAOs, Controllers, and FP&A leaders are evaluating whether an ERP-driven approach to financial close can deliver the scalability, governance, and control required in today's environment.

March 12, 2026Episode 9711 min

097: Fulfilling Finance for Distribution Companies

Distribution finance is complex: thin margins, thousands of SKUs, intercompany inventory transfers, fluctuating freight costs, and constant working capital pressure. Yet many organizations are still managing consolidation and reporting with disconnected systems and spreadsheets. In this episode of CPM Customer Success, we explore the biggest financial challenges facing wholesale and industrial distribution companies—from fragmented ERP environments to slow, risk-prone close cycles and limited margin visibility. Through two real-world customer stories, we highlight how a unified CPM platform helped modernize consolidation, automate intercompany processes, accelerate close, and deliver deeper insight into profitability by SKU, customer, and region.

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts

SowGrow Marketing Council

sgmc

BusinessMarketing

Toldjya Finance Podcast

Zac Huish, Cameron Cooke, and Paul Lamb

BusinessInvesting