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Published by Andy Smetana
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
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From the feed
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Industrial manufacturing finance is complex by nature. Multiple ERPs, acquisitions, intercompany activity, and heavy Excel reliance can make it difficult for leaders to gain clear visibility into performance. In this episode, we explore how modern finance teams are turning that complexity into clarity using a unified CPM platform. Through three real-world transformation stories from the industrial manufacturing sector, we break down how finance leaders solved critical challenges around working capital visibility, post-acquisition carve-outs, and operational reporting. You'll hear how organizations used OneStream to establish a single source of truth, introduce structured workflows, and give executives the transparency they need to confidently answer questions about cash flow, receivables, and business performance. If you're a CFO, Controller, or FP&A leader navigating the realities of manufacturing finance, this episode highlights what it takes to build an "ironclad" finance function, one that replaces fragmented processes with visibility, accountability, and faster decision-making.
In this episode, Andy explores what it takes to build "Five-Star Finance" in the food manufacturing industry. From multi-plant operations and volatile commodity pricing to thin margins and acquisition-driven growth, finance teams in food manufacturing face unique complexity. Yet many are still relying on disconnected systems and Excel-heavy processes to close, consolidate, and forecast. One CPM Customer Success Story we share is that of a 100-year-old poultry and meat producer that reduced close time, eliminated manual intercompany processes, and unified consolidation, reconciliations, and planning on a single platform. If you're a CFO, Controller, or FP&A leader in food manufacturing looking to modernize your close, improve margin visibility, and forecast with confidence, this episode delivers practical insight you can apply immediately.
Finance teams in the energy, utilities, and renewable energy sectors face unique challenges, complex ownership structures, multi-entity consolidation, regulatory reporting, and constant market volatility. In this episode of CPM Customer Success , we discuss how CFOs, Controllers, and FP&A leaders are modernizing close, consolidation, and planning with a unified CPM platform. We share two customer examples to bring this to life: A fast-growing renewable energy developer that outgrew Excel as its portfolio of solar projects expanded. One of the world's largest battery recycling enterprises with a fragmented financial process. If you're a leader in the energy or utilities space looking to deliver faster insights, improve confidence in the numbers, and support the transition to a more dynamic energy future, this episode is for you!
FP&A is at an inflection point. As we move toward 2026, finance leaders are being asked for more than reports and variance explanations. They're being asked for perspective, options, and confidence—confidence that decisions are backed by accurate, timely, and defensible numbers. In this episode, we explore how AI and automation are reshaping the FP&A function, and what that means for Heads of FP&A, CFOs, and Controllers supporting planning. We unpack why traditional, spreadsheet-driven models are breaking down in today's volatile environment and how leading organizations are shifting from static analytics to intelligent, driver-based planning. You'll learn what FP&A looks like in high-performing organizations, where automation fits (and where it doesn't), and how finance teams are evolving from hindsight-focused reporting to forward-looking decision support. We also share real-world examples of how modern planning design dramatically shortens forecast cycles, improves confidence in the numbers, and elevates FP&A into a true internal advisory role.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 7, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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