Insights on OneStream, CPM & Finance Transformation | Nova Advisory Blog

Dynamic Allocations – From Pain Points to Strategic Advantage - Episode 73

Written by Nova Advisory | Fri, Aug 22, 2025

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:

What You’ll Learn

  • Common allocation pain points (spreadsheets, trust issues, version confusion)

  • What makes dynamic allocations in OneStream flexible and scalable

  • Key business drivers: FTEs, policy counts, square footage, usage

  • Real-world impact: From audit nightmares to full transparency

  • How to start small, scale fast, and bring cost center owners into the process 

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