Strategic Planning: Align, Model, and Move — All in OneStream — Episode 59

If your strategic plan lives in slide decks, spreadsheets, and disconnected models, it’s not truly guiding the business. In this episode of CPM Customer Success, Andy Smetana explores how finance and accounting leaders can transform strategic planning into a dynamic, agile, and insight-driven process by aligning everything in OneStream.

Episode Summary

Andy breaks down why strategic planning so often fails to deliver real value—siloed inputs, static models, slow scenario analysis, and poor alignment between strategy, finance, and operations. The episode explores OneStream’s unique ability to unify long-term strategy, financial planning, and operational execution within a single platform. You’ll hear how real-time scenario modeling, AI-driven forecasts, built-in dashboards, and extensible planning capabilities help leaders make faster, more confident decisions. A global manufacturer success story shows how OneStream supported a robust five-year plan while also slashing close cycles. The episode also highlights how government agencies are using OneStream to align mission-critical goals with transparent, auditable funding and resource plans.

Listen now:

What You’ll Learn

• The top pain points holding strategic planning back

• How OneStream unifies strategic, financial, and operational planning

• How real-time scenario modeling improves decision-making

• How AI-driven forecasts and dashboards support long-term strategy

• Real-world examples from manufacturing and the public sector 

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