Eight recent OIS/OB articles published in FP&A Trends describe the variety of benefits provided to a number of current FP&A applications. They include:
- “Advanced Analytics Support for Beyond Budgeting Institute’s Principles and Processes,” published in FP&A Trends, July 30, 2020.
- Operational Budget’s Benefits for Rolling Forecast, published in FP&A Trends, June 17, 2020
- Operational Budget: The Next Generation Zero Based Budget, published in FP&A Trends, December 17, 2020
Also,
- “Second Opinion Forecasting; the Next Big thing?” published in the Institute for Business Forecasting’s blog, April 26, 2018
In addition, the author co-authored 3 articles with Gary Cokins in 2017 and 2018
- “ OIS for the Operational CFO”published in Institute of Management Accountants magazine, “Strategic Finance”, February 1, 2017
- “Enterprise Optimization: A New Application,” published in INFORMS magazine,”OR/MS Today,” June, 2017
- “OIS: Next Generation Budgeting”, published in Institute of Management Accountants magazine, “Strategic Finance”, April 1, 2018
Finally, before the author came to understand OIS as an operational income statement, he published a total of 5 articles in Wiley’s Journal of Corporate Accounting and Finance characterizing OIS from five different perspectives. They include:
- Activity-based budgeting
- CFO and advanced analytics
- Maximizing ROI of Sales/Marketing expenditures with demand driven planning
- Next generation analytics for M&A and private equity
- Extending true optimization from the balance sheet (stock variables) to the income statement (flow variables).