The OneStream Podcast - podcast cover

The OneStream Podcast

OneStream Softwarewww.buzzsprout.com

OneStream Software's Podcast, where we discuss the power and key advantages of OneStream and the value delivered to customers.

Episodes

Author Series: Advanced Reporting and Dashboards

One of the greatest strengths of the OneStream platform is its ability to create a large variety of reports and custom dashboards. Now there's a new book from OneStream press to help you do just that. On this edition of The OneStream Podcast, Peter Fugere is joined by the authors of “OneStream Advanced Reporting and Dashboards”, Roy Googin, Jessica Toner, and Andrea Tout, to discuss how this book will help readers move beyond the standard interface, design and build cube views, create role-based...

Jul 05, 202327 minSeason 2Ep. 13

Expert Series: Data Reconciliation

One of the biggest risks to an implementation is improper data reconciliation. Kevin Hebbel, from SC&H Group, joins Peter Fugere on this edition of The OneStream Podcast to discuss how to validate data and when this is best done during the implementation phase.

Jun 19, 202327 minSeason 2Ep. 12

Expert Series: The Build Phase – Creating the Solution

After the requirements and design phase, it’s time to start building the OneStream solution. On this episode of the OneStream Podcast, Philip Parker, Managing Partner from Holland Parker, joins Peter Fugere to discuss the build phase and how to make sure the customer’s requirements are being met with the OneStream platform.

Jun 05, 202329 minSeason 2Ep. 11

Expert Series: Prototyping – A Tool to Improve Delivery

A great way to validate requirements and design sessions is the use of prototypes. Prototyping can help show how OneStream will handle various tasks for the customer and help to get buy-in from the different teams involved in an implementation. On this edition of the OneStream Podcast, Peter Fugere is joined by Liz Weir from Nova CPM to discuss prototypes and how they are a valuable part of a successful OneStream implementation.

May 23, 202328 minSeason 2Ep. 10

Expert Series: Design – Creating the Plan and Delivering a Solution that Delivers Long-Term Value

The design session is a critical part of a successful OneStream implementation. This is where the integration of the OneStream Platform starts to ramp up for customers. On this edition of the OneStream Podcast, Chris Barbieri and Jim Heflin from Finit join Peter Fugere to discuss what goes into design sessions and the steps you can take to help make them successful.

May 09, 202334 minSeason 2Ep. 9

Expert Series: Requirements – Engaging With the Customer to Refine the Solution

On this episode of the OneStream Podcast, Peter’s journey through the process of creating high quality customer solutions enters the requirements phase. Joining Peter to discuss this important step is Black Diamond Advisory CEO Randy Werder. Together, they will cover preparing the client for the requirements session, ways to engage the client prior to the meeting and what results to expect from the requirements session.

Apr 25, 202331 minSeason 2Ep. 8

Expert Series: Implementing a Solution and Creating Your Team – An Overview

Once a company has selected a corporate performance management (CPM) solution, the real work begins. The implementation is a partnership between the customer, the software vendor and the implementers. On this episode of the OneStream Podcast, Nick Blades, Vice President of North American Services at OneStream, takes Peter through the implementation process. From the style of project management to who will be on the team, Nick discusses the steps and people necessary for a successful implementati...

Apr 10, 202328 minSeason 2Ep. 7

Expert Series: The Presales Process

Choosing a corporate performance management (CPM) vendor to partner with is a major decision for companies. On this episode of the OneStream Podcast, Peter Fugere is joined by Lead Solutions Consultants Charlie Harris, Jim DePietto, and Michelle Pretlow to discuss the importance of the presales process and how OneStream uses it to show potential clients how our single, unified platform can simplify financial close & consolidation, planning, reporting and operational analytics and deliver val...

Mar 28, 202332 minSeason 2Ep. 6

Expert Series: The CPM Blueprint

On this episode of the OneStream Podcast, Peter Fugere talks with Terry Ledet and Jon Rambeau from the Specialty Engineering team about the CPM Blueprint solution. Built for customers and partners, the CPM Blueprint solution can serve as a starting point for an implementation, provide training as a reference application for sound design principles, or provide validation of various settings within a OneStream deployment.

Mar 14, 202331 minSeason 2Ep. 5

Expert Series: Sensible Machine Learning

The adoption of artificial intelligence (AI) and machine learning (ML) by the Office of Finance and Operations is a matter of when — not if. Sensible ML, OneStream’s first AI-enabled MarketPlace solution, is designed to productize time-series ML modeling for corporate performance management (CPM) and break down the traditionally high barriers to entry of advanced analytics for organizations. On this episode of the OneStream Podcast Peter Fugere is joined by Drew Shea, Scott Leshinski, and Chris ...

Feb 27, 202350 minSeason 2Ep. 4

Expert Series: Selling Customer Success with Craig Colby

On this episode of the OneStream Podcast, Peter goes sailing through the history of how the company was started and grown with Co-Founder and President of OneStream, Craig Colby. Craig details how OneStream has evolved since its inception, not only as a platform but also in the sales process to better support our mission of delivering 100% customer success.

Feb 13, 202330 minSeason 2Ep. 3

Expert Series: Evolution of the Platform with Bob Powers

Platform, platform, platform. Listeners of the OneStream Podcast know how passionate Peter is about that subject and on this episode he is joined by a guest who’s just as passionate. Bob Powers, one of the co-founders of OneStream Software and current CTO, talks about how a handshake and long nights of coding over a decade ago has led to a platform that is revolutionizing corporate performance management (CPM). Peter and Bob also discuss how OneStream continues to develop capabilities that help ...

Jan 31, 202326 minSeason 2Ep. 2

Expert Series: A Conversation with Tom Shea

The OneStream Podcast kicks off Season 2 with a very special guest. OneStream CEO Tom Shea joins Peter Fugere to talk about how a simple concept from years ago has grown to a powerful solution that is changing the entire corporate performance management (CPM) market today!

Jan 16, 202335 minSeason 2Ep. 1

Season 2 Promo

Season Two of the OneStream Podcast is fast approaching and Peter has a great list of guests lined up! Here's Peter with what we can expect. See you January 17th!

Dec 28, 20222 min0

Expert Series: Global Education Services

A platform is only as good as the people using it and OneStream is dedicated to making sure customers have ample training options that work with their busy schedules. On this episode of the OneStream Podcast, Peter Fugere talks with Beverly van de Velde, Vice President, Global Education Services at OneStream about the importance of education, the Certification program, OneStream Navigator, and what learning opportunities customers can expect to see in the future.

Dec 20, 202227 minSeason 1Ep. 15

Author Series: OneStream Foundation Handbook (Smith; Slone)

OneStream is a modern, unified platform that is revolutionizing corporate performance management (CPM) and a key feature of that is reporting. On this installment of the OneStream Podcast, Jacqui Slone from Product Management and Distinguished Architect Chul Smith join Peter Fugere to discuss how to deliver quality reports that perform to their peak and the valuable reporting insights they share in the OneStream Foundation Handbook.

Dec 13, 202229 minSeason 1Ep. 14

Expert Series: Stubbing Out

OneStream is a unique and powerful single source, intelligent financial platform. And with that, there are some unique terms when it comes to using the software. One such term is “Stubbing Out”. In this special edition of the OneStream Podcast, Peter Fugere leads a panel discussion about what exactly “Stubbing Out” means, and when it should be used. Joining Peter for this round table are fellow OneStreamers Matt Kerslake, Manager, Technical Content Development and Distinguished Architects Chul S...

Dec 06, 202228 minSeason 1Ep. 13

Expert Series: Customer Success

The OneStream mission statement is “Every customer is a reference, one success at a time”. On this edition of the OneStream Podcast, Peter Fugere talks with Mark Sims, Vice President, Customer Success, about how his team is helping to accomplish this goal and how OneStream is perfecting the imperfect science of Customer Success.

Nov 21, 202226 minSeason 1Ep. 12

Foundation Series: BI Blend Engine - A Key Component to OneStream’s Analytic Blend Capability

OneStream is a single platform containing several engines that allow you to unify all of your financial and operational data. One of those engines is BI Blend, which plays a key roll in OneStream’s analytic blend capabilities. On this edition of the OneStream Podcast; Sam Richards, OneStream Architect, joins Peter Fugere to discuss what BI Blend is and how it can detect trends and financial signals in large volumes of data to help you make informed decisions for your business.

Nov 21, 202225 minSeason 1Ep. 11

Author Series: OneStream Foundation Handbook (Bankston)

A critical component of any successful implementation is strong project management. On this episode of the OneStream Podcast, Peter Fugere talks with Greg Bankston, Director of Customer Success for the Southern Region at OneStream, about all things project management. This is a great discussion with valuable insights for project managers everywhere. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at [email protected] ....

Nov 08, 202226 minSeason 1Ep. 10

Author Series: OneStream Finance Rules and Calculations Handbook (Golembiewski)

OneStream’s unique ability to provide a multitude of solutions across dozens of industries is largely due to its dynamic Finance Engine. On this edition of the OneStream Podcast Peter Fugere talks with OneStream Distinguished Architect Jon Golembiewski about his book, OneStream Finance Rules and Calculations Handbook, and how everyone from novice users to seasoned veterans can learn to write Finance Business Rules and Calculations. Peter and Jon discuss the inspiration for the book, what readers...

Oct 24, 202227 minSeason 1Ep. 9

Expert Series: OneStream MarketPlace

The OneStream MarketPlace is a great way to extend your investment and add value to your existing OneStream Platform. Join Peter Fugere as he talks with Jason Fitzgerald, Senior Vice President of Specialty Engineering for OneStream, about the many solutions available in the MarketPlace and how they can help you address changing business requirements without adding complexity. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestre...

Oct 11, 202227 minSeason 1Ep. 8

Author Series: OneStream Financial Close Handbook (Malandra; Queeney)

On this edition of the OneStream Podcast, Peter Fugere dives deeper into the "OneStream Financial Close Handbook". This time Peter brings us a look at the book from a partner’s perspective. Michael Malandra and Mike Queeney from Direct Analytics join the show to discuss how OneStream helps to streamline Financial Close and Consolidation and how the "OneStream Financial Close Handbook" provides a better understanding of the process. If there is a topic you would like to see us cover, or have any ...

Sep 27, 202227 minSeason 1Ep. 7

Author Series: OneStream Financial Close Handbook (McAlpine; Connors; Darren)

This episode is part of the OneStream Press Author Series and focuses on the OneStream Press book: "OneStream Financial Close Handbook”. Join Peter as he talks with three of the authors, Jessica McAlpine, Ryan Connors and Kelly Darren about this new book and how readers can benefit from it. Learn about OneStream and the Financial Close from three unique points of view and get inspired with real-world examples provided by the authors. If there is a topic you would like to see us cover, or have an...

Sep 13, 202230 minSeason 1Ep. 6

Foundation Series: Dashboards and Reporting

This edition of the OneStream Podcast is part of our Foundation Series and covers Dashboards and Reporting. Peter Fugere is joined by Nick Blades, OneStream VP of North America Services. Together they take a deep dive into what goes into creating dashboards and reports using the OneStream platform. Nick shares tips and best practices he has learned from over eighteen years in the industry. Touching on everything from design to Cube Views, this is a jam packed episode. After listening, you can fi...

Aug 29, 202228 minSeason 1Ep. 5

Foundation Series: Extensibility

This episode is part of the OneStream Foundation Series and focuses on the topic of Extensibility. Joining Peter Fugere is Tami Chuang, Senior Solution Consultant, Demo Architect Team at OneStream. Together they will discuss what Extensibility is and how it can be used in real world environments. Peter and Tami will also explain how Extensible Dimensionality can provide a more detailed line of business planning and reporting.

Aug 15, 202228 minSeason 1Ep. 4

Foundation Series: Cube Design

This episode is part of the OneStream Foundation Series and focuses on the topic of Cube Design. Joining Peter Fugere is Jon Golembiewski, Distinguished Architect at OneStream Software. During this episode Peter and Jon will dive into defining a cube, use cases, examples where a cube was under-utilized, over-utilized, and also get into some real-world stories where customers were saved from a bad situation with good cube design. Join Peter and Jon if you would like to learn more about Cube Desig...

Aug 01, 202248 minSeason 1Ep. 3

Author Series: Cameron Lackpour and Celvin Kattookaran

This episode is part of the OneStream Press Author Series and focuses on the OneStream Press book: "OneStream Planning: The Why, How and When". Join Peter as he talks about this new book with the authors, Cameron Lackpour and Celvin Kattookaran. Together they discuss the new book, the inspiration, writing journey, and ideas for additional books. Peter, Cameron and Celvin provide highlights from the book and give real-world examples and situations to help the listener understand what the new book...

Aug 01, 202235 minSeason 1Ep. 2

Foundation Series: Data Blending

This episode is part of the OneStream Foundation Series and focuses on the topic of Data Blending. Joining Peter Fugere is Andy Moore, Director of MarketPlace Technology on the MarketPlace Strategy Team at OneStream Software. During this episode Peter and Andy will discuss what it means to design and implement Data Blending, which is the concept of aligning your different data sets into unified reporting dashboards. Peter and Andy will discuss what data blending means, the different types of Dat...

Aug 01, 202226 minSeason 1Ep. 1
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