Taking Inventory of Finance at Retail Companies | CPM Customer Success Episode 102

Episode Summary

In this episode, we take a closer look at the realities of finance and operations inside modern retail organizations. From rapidly shifting consumer demand to margin pressure and supply chain volatility, the environment is intricate, and finance has to keep up with real-time insight and strategic guidance.

We break down the biggest issues we’re seeing across retail finance today, including:

• Data spread across multiple systems (POS, inventory, ERP, planning tools)
• Time lost to manual data preparation instead of analysis
• Limited visibility into what’s actually driving performance
• Misalignment between finance and operations
• Heavy reliance on spreadsheets for critical processes

Then, we bring it to life with two real-world transformation stories, showing what happens when organizations move away from patchwork processes and toward a more unified, scalable approach with OneStream.

Listen now:

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