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OIS Related Articles

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:

  1. Advanced Analytics Support for Beyond Budgeting Institute’s Principles and Processes,” published in FP&A Trends, July 30, 2020.
  2. Operational Budget’s Benefits for Rolling Forecast, published in FP&A Trends, June 17, 2020
  3. Operational Budget: The Next Generation Zero Based Budget, published in FP&A Trends, December  17, 2020

Also,

  1. 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

  1. OIS for the Operational CFO”published in Institute of Management Accountants magazine, “Strategic Finance”, February 1, 2017
  2. Enterprise Optimization: A New Application,”  published in INFORMS magazine,”OR/MS Today,”  June, 2017
  3. 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:

  1. Activity-based budgeting
  2. CFO and advanced analytics
  3. Maximizing ROI of Sales/Marketing expenditures with demand driven planning
  4. Next generation analytics for M&A and private equity
  5. Extending true optimization from the balance sheet (stock variables) to the income statement (flow variables).

 

 

 

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