Relational Blending: Connecting Finance Strategy to the Details with OneStream - Episode 71
Struggling to tie financial plans to real-world data?
In this solo episode, host Andy Smetana...
4 min read
Still managing allocations in fragile spreadsheets?
Discover how OneStream’s dynamic allocation engine streamlines complexity, increases transparency, and transforms allocations into a trusted, strategic tool—backed by a real customer success story.
Dynamic allocations can make or break your ability to plan with accuracy, trust, and speed. In this episode, Andy Smetana explores how OneStream’s dynamic allocation engine replaces fragile spreadsheets with flexible, real-time models owned by finance.
You'll hear how a top U.S. insurance broker slashed its month-end allocations from 3 days to 30 minutes, restored stakeholder trust, and turned allocations from a reporting burden into a strategic advantage.
Whether you're managing shared service costs or planning rolling forecasts, this episode shows how to make allocations a lever—not a liability.
Listen now:
Apple Podcasts
Start from the beginning or jump into the latest episodes — all available on Apple Podcasts.
Spotify
Stream the newest insights or catch up on past success stories — right here on Spotify.
YouTube
Watch full episodes and behind-the-scenes conversations anytime on our YouTube channel.
Listen To The Latest Episode Here
What You’ll Learn
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Common allocation pain points (spreadsheets, trust issues, version confusion)
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What makes dynamic allocations in OneStream flexible and scalable
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Key business drivers: FTEs, policy counts, square footage, usage
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Real-world impact: From audit nightmares to full transparency
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How to start small, scale fast, and bring cost center owners into the process
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