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.
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.
Listen now:
How to evaluate CPM software using a structured, objective framework
How to score functionality based on real finance requirements
How to assess cost, complexity, and long-term value
How to build a strong business case for CPM investment
How to take control of your CPM selection journey
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