How to Choose the Right Solution for your Organization — Episode 23

If you’re evaluating CPM software, the wrong decision can lock your finance team into complexity for years. In this episode of CPM Customer Success, Andy Smetana walks through a practical, step-by-step guide to evaluating and selecting the right Corporate Performance Management (CPM) software for your organization. Andy explains why CPM selection is a strategic decision—not just a technical one—and how it directly impacts data quality, financial insight, and long-term business agility.

Episode Summary

Andy breaks down the critical criteria finance leaders should focus on when comparing CPM solutions. The episode covers what to look for in a unified platform, why extensibility matters, and how capabilities like financial data quality, financial intelligence, and data integration separate modern CPM platforms from legacy tools. Andy also emphasizes the importance of choosing the right implementation partner and explains how a partner like Nova Advisory helps ensure OneStream is configured and deployed for long-term success—not just go-live. The episode includes a downloadable CPM evaluation workbook to help teams structure their selection process and make an informed decision.

Listen now:

What You’ll Learn

• Why CPM selection is a long-term strategic decision

• What to look for in a unified CPM platform

• Why extensibility and scalability matter for future growth

• How data quality, intelligence, and integration impact CPM success

• Why the right implementation partner is critical to outcomes

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