If you're a CFO, Controller, or FP&A leader, your FY2027 budget is probably already underway, and so are the version-control emails. In this episode of CPM Customer Success, we look at why the annual budget still feels like a scramble at so many companies: spreadsheet sprawl, a budget that's disconnected from actuals, and a plan that's stale by January. The common thread is fragmented data.
We walk through what a better process looks like on a unified platform like OneStream: budget and actuals in one place, driver-based planning instead of line-item rebuilds, workflow in place of email, and scenarios in place of new workbooks. We also cover why you shouldn't just rebuild your old spreadsheets in a new tool.
Then we share two CPM Customer Success Stories. TubeTech Services, a global oil and gas services provider, reused the dimensions it built for consolidation to deliver a barebones forecasting solution in just 30 days, and a full planning solution with an 18-month rolling forecast three months later. BrightGrid Energy's FP&A team trusted its Excel models, so the company started with consolidation and a "budget-light" solution. Once FP&A saw variance reports right next to actuals, usage snowballed.
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