Why OneStream for CPM Customer — Episode 1

If finance transformation still feels like a never-ending cycle of system upgrades, spreadsheets, and disconnected processes, you’re solving the wrong problem. In this episode, Andy Smetana shares how OneStream can be used to enhance financial processes holistically — moving beyond point solutions to drive real operational and strategic impact. Drawing on over 25 years of experience across ERP, EPM/CPM, and enterprise finance, Andy explains why unified finance platforms matter and how OneStream supports smarter decision-making across the office of the CFO.

Episode Summary

Andy walks through his career journey from ERP consulting to enterprise performance management, what led him to OneStream, and why it stands out as a finance-first platform. He discusses how organizations are improving planning, forecasting, consolidation, and reporting through real-world use cases, while emphasizing that successful OneStream adoption is a journey—not a one-time implementation. The episode also explores the vision behind the CPM Customer Success podcast: building a community of finance professionals who share lessons learned, accelerate adoption, and continuously expand the value they get from OneStream.

Listen now:

What You’ll Learn

• Why finance transformation requires more than replacing legacy systems

• How OneStream improves planning, forecasting, close, and reporting in one platform

• What successful OneStream implementations look like in the real world

• Why building a OneStream community accelerates adoption and long-term value

• How finance teams can continuously expand their OneStream investment over time

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