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Crystal Ball or Spreadsheet? The Smarter Way to Plan with OneStream — Episode 32

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If your planning process is still driven by static spreadsheets, you’re reacting to change instead of staying ahead of it. In this episode of CPM Customer Success, Andy Smetana explores how finance leaders can replace outdated planning tools with OneStream’s unified platform to enable smarter, more agile planning. From AI-powered scenario modeling to rolling forecasts, this episode shows how organizations can anticipate change, manage risk, and seize opportunities—without relying on guesswork.

Episode Summary

Andy breaks down why traditional spreadsheet-based planning can’t keep up in today’s unpredictable business environment. The episode explores how OneStream enables dynamic forecasting through AI-driven scenario modeling, rolling forecasts, and seamless integration of financial and operational data. Using real-world examples from retail, healthcare, and manufacturing, Andy highlights how organizations are shortening budget cycles, improving efficiency, and aligning strategy with execution. The discussion also covers how guided workflows and integrated data help finance teams respond faster to supply chain disruptions, market shifts, and operational complexity.

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What You’ll Learn

  • Why static spreadsheets limit planning agility

  • How AI-powered scenario modeling improves forecasting confidence

  • How rolling forecasts help organizations adapt to change

  • Real-world examples of agile planning across industries

  • How OneStream aligns strategy, operations, and finance

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