Transforming OneStream Administration — Episode 17

If your OneStream platform is live but ongoing administration, maintenance, and optimization are stretching your internal team, this episode is for you. In this episode of CPM Customer Success, Andy Smetana sits down with Joe Margotta, Partner at Nova Advisory, to unpack the SMART program—a premium post go-live administration service purpose-built for OneStream customers. SMART (System Maintenance and Remote Troubleshooting) is designed to remove operational burden while helping finance teams continuously improve and get more value from their OneStream investment.

Episode Summary

Andy and Joe dive into the vision behind the SMART program and the real-world challenges it was built to solve for OneStream customers after go-live. Joe explains the ideal customer profile for SMART, how the service integrates seamlessly with existing finance teams, and why it often delivers greater value than hiring a dedicated OneStream administrator. The discussion includes a real client success story that demonstrates how SMART transforms financial operations through proactive system optimization, faster issue resolution, and ongoing platform enhancements. The episode also explores the future of SMART services and how post-implementation support is evolving alongside modern finance platforms.

Listen now:

What You’ll Learn

• What the SMART (System Maintenance and Remote Troubleshooting) program is and why it exists

• Which OneStream customers benefit most from SMART services

• How SMART compares to hiring an in-house OneStream administrator

• How continuous optimization improves long-term OneStream value

• What the future holds for post go-live support in modern finance platforms

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