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 In this episode of CPM Customer Success, Andy Smetana explores how finance leaders can replace outdated planning tools with OneStream’s unified platform to enable smarter, more agile planning.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.
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.
Listen now:
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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