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

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

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

  1. HACE 3 DÍAS

    Ep. 037 - Analytics Revolution: How OneStream’s BI Blend Powers Advanced Analytics

    In this episode of CPM Customer Success, we dive into the game-changing world of advanced analytics powered by OneStream’s BI Blend. Join us as we explore how finance teams can integrate operational and financial data for deeper insights and more impactful decision-making. Learn how OneStream’s unified platform simplifies complex data blending, enabling predictive analytics and actionable business intelligence. Whether you’re looking to optimize performance, unlock data-driven strategies, or reimagine your reporting, this episode offers practical tips and real-world examples to get you started.

    13 min

  2. 13 NOV

    Ep. 036 - CFO Playbook: Mauser Packaging's Scalable Growth with CFO Aldo Tesi

    In this episode of the CPM Customer Success podcast, we sit down Mauser Packaging Solutions CFO, Aldo Tesi, and Nova Advisory Partner, Sal Messina, to discuss Mauser's successful implementation of the OneStream platform. Aldo shares his career background and the key business challenges that led Mauser to evaluate and ultimately implement OneStream, including the need for better data, more granular reporting, and improved accounting processes across their complex, global organization. Sal provides insights into the collaborative approach taken to design flexible reporting and allocation capabilities to meet Mauser’s requirements. The discussion covers overcoming data and adoption challenges, as well as the tangible benefits Mauser has realized, such as faster financial close, better visibility into profitability by plant and product, and the ability to quickly onboard acquired businesses onto the platform. Aldo and Sal also share advice for finance leaders considering a OneStream implementation, emphasizing the importance of understanding your data, engaging the internal team as true partners, and selecting an experienced implementation provider that is focused on achieving your desired outcomes. This episode offers valuable lessons for any organization looking to transform their financial systems and processes to better support data-driven decision making."  Mauser Packaging Solutions is a global leader in sustainable packaging, offering innovative solutions that span the entire packaging lifecycle. Formed in 2018 through the combination of industry leaders BWAY, MAUSER Group, National Container Group (NCG), and Industrial Container Services (ICS), the company specializes in manufacturing, reconditioning, and recycling packaging for a wide range of industries. With a commitment to sustainability and a vast global network, Mauser Packaging Solutions provides high-quality, environmentally responsible packaging options that support the circular economy. For more information, visit their website: Mauser Packaging Solutions.  Nova Advisory is the leading OneStream consulting firm specializing in delivering innovative, data-driven solutions for businesses looking to enhance their financial performance and operational efficiency. With deep expertise in Corporate Performance Management (CPM), Nova Advisory partners with clients to implement tailored strategies that drive growth, streamline processes, and improve decision-making. Committed to excellence and client success, Nova Advisory leverages OneStream’s cutting-edge OneStream and industry best practices to transform businesses into agile, future-ready enterprises. For more information, visit Nova Advisory.  The episode comes with a FREE resource to help you achieve CPM Customer Success. 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.  Review all our episodes at www.novaadvisory.com/podcast

    34 min

  3. 7 NOV

    Ep. 035 - Sheet Happens: How OneStream Transforms Transparency (No More Spreadsheet Nightmares!)

    In this episode of CPM Customer Success, titled “Sheet Happens: How OneStream Transforms Transparency (No More Spreadsheet Nightmares!)”, we’re tackling the chaos of financial data in the wild world of spreadsheets. 🌪️💼 Join us for a fun yet insightful chat on how OneStream’s 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. 💡 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! 🎉 Check out all our episodes at: www.novaadvisory.com/podcast Check the video podcast here: https://youtu.be/FLvtpv2Wsd0

    15 min

  4. 7 NOV

    Ep. 015 - How Growth-Focused Enterprises transform Finance with OneStream’s CPM Express

    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.  Visit the Video Podcast: https://www.youtube.com/watch?v=wA6PjdE7GuM Take a look at all our episodes here: www.novaadvisory.com/podcast

    20 min

  5. 31 OCT

    Ep. 034 - Feel Like It’s Groundhog Day Every Close? Let OneStream Automate It

    Are your month-end closes starting to feel like Groundhog Day—the same tedious, repetitive tasks over and over again? You’re not alone! In this episode, we dive into how OneStream’s 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 you’re 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

    18 min

  6. 23 OCT

    Ep. 033 - Reporting Reimagined: Accelerating Finance with OneStream Solutions

    In this episode of the CPM Customer Success podcast, we explore how financial reporting can be transformed with OneStream’s innovative solutions. Titled “Reporting Reimagined: Accelerating Finance with OneStream Solutions,” 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: 🔹 How OneStream unifies both financial and operational data into a single platform, bringing transparency and accuracy to reporting. 🔹 The power of automation in reducing manual processes, increasing efficiency, and ensuring compliance with stakeholder reporting. 🔹 Real-world examples of how global organizations have cut reporting times by more than 50%, significantly improving decision-making capabilities. 🔹 Key features like Self-Service Reporting, Interactive Dashboards, and Advanced Analytics, empowering finance teams to be more agile and data-driven.   Whether you’re 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 you’re ready to accelerate your finance operations with OneStream, this is the episode for you!   🎙️ Listen now to learn how OneStream can streamline your reporting process and elevate your finance team to new heights of performance.

    14 min

  7. 18 OCT

    Ep. 032 - Crystal Ball or Spreadsheet? The Smarter Way to Plan with OneStream

    In today’s unpredictable business environment, static spreadsheets just don’t cut it. In this episode, we explore how finance leaders can replace outdated tools with OneStream’s 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 risks—no 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 OneStream’s guided workflows and seamless data integration are changing the way businesses forecast and thrive.  Visit our podcast episodes at: www.novaadvisory.com/podcast

    14 min

  8. 9 OCT

    Ep. 031 - Streamlining the Chaos: How OneStream Simplifies Financial Close

    In this episode of the CPM Customer Success podcast, we explore one of the most daunting tasks finance and accounting leaders face—the financial close process. Managing multiple systems, intercompany, minority interests, currencies, and tight deadlines often feels overwhelming, but it doesn’t have to be.  Join us as we explore how OneStream’s 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 you’re ready to transform your financial close process, this episode is a must-listen!

    16 min
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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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