5 min read
If your finance team is stuck in spreadsheets while waiting on an ERP upgrade to fix reporting and forecasting, you may be solving the wrong problem first. In this episode of CPM Customer Success, Andy Smetana tackles a critical and often misunderstood question: Should organizations implement CPM or ERP first? Andy explains why leading with CPM—powered by OneStream—is often the smarter, faster, and more strategic path for finance teams.
Episode Summary
Andy breaks down the common assumption that ERP must come first and explains why transaction systems alone don’t deliver insight. The episode explores how a CPM-first approach helps finance teams eliminate manual processes, accelerate decision-making, and establish a single source of truth—without waiting years for a complex ERP overhaul. A real-world success story highlights how Mexico’s largest logistics company used OneStream to unify data across 15 separate ERPs, demonstrating how CPM can sit above ERP systems and transform finance immediately.
Listen now:
What You’ll Learn
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Why waiting on ERP often delays finance transformation
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The difference between transaction systems and insight platforms
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Why leading with CPM delivers faster value for finance teams
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How OneStream unifies data across multiple ERPs
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A real-world example of CPM-first success at enterprise scale
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