Forecast Smarter, Not Harder: The OneStream Advantage — Episode 45
If your forecasts aren’t trusted, your decisions won’t be either. In this episode of CPM Customer...
4 min read
If your CPM evaluation feels subjective, overwhelming, or driven by vendor demos instead of business needs, this episode brings structure and clarity. In this episode of CPM Customer Success, Andy Smetana walks listeners through Nova Advisory’s CPM Customer Success Software Evaluation Criteria & Selection Workbook—a practical framework designed to help finance leaders make confident, informed CPM software decisions.
Episode Summary
Andy provides a guided walkthrough of the CPM evaluation workbook, explaining how finance teams can objectively score functionality, compare vendors, and assess total cost of ownership. The episode focuses on how to move beyond feature checklists and marketing claims to build a defensible business case aligned to real finance requirements. Whether you’re evaluating OneStream or comparing multiple CPM platforms, Andy shows how this structured approach reduces risk, improves alignment with stakeholders, and sets your organization up for long-term success.
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What You’ll Learn
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How to evaluate CPM software using a structured, objective framework
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How to score functionality based on real finance requirements
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How to assess cost, complexity, and long-term value
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How to build a strong business case for CPM investment
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How to take control of your CPM selection journey
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