The rapid market acceptance is due to the fact OIS scores high on the Bass diffusion model. Specifically:
- Innovators: The OIS business case is very straightforward. Specifically,
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- create an OIS baseline model of the firm’s income statement from last year,
- relax its assumption of a fixed forecast
- the results will demonstrate how much profit the firm forfeited by not using OIS
- To illustrate the business case, a simple proof of concept S&OIS model was created for the previous year’s income statement for Zippo. The results were astonishing: the firm had left 50-150% of last year’s profit on the table. See OIS Works for the details.
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- Followers: Once a few OIS innovators have success with S&OIS, those successes will be shared with a variety of candidate partners who each have clients and associates of their own with whom they can share the successes. They constitute, in effect, a multiplier effect for OIS and include
In addition, a variety of organizations have formed to address limitations of current income statements derived from the budget which has widely acknowledged limitations. Examples include:
- Marketing Sciences Institute: “MSI bridges leaders in industry and academia to create a unique community that advances the scientific practice of marketing.” They have 40 members from industry and OIS supports to four of MSI’s seven 2022-2024 research initiatives.
- Demand Driven Institute: “THE global authority on demand driven education, training, certification and compliance.” Their affiliates are consulting practices with 20-50 customers they have helped install the DDI software.
- All private equity HW firms like Blackstone, KKR and Apollo Wealth Management
- 1.Sell side: when they sell a firm from their portfolio, it will be demonstrably, maximally profitable when sold
- Addressing Orlando Bravo’s comment that it’s harder to sell than buy firms (Bloomberg interview, 10/8/25)
2.Buy side: On the buy side, OIS’s maximum profit will improve the marketing success of both private equity and private credit partners
- OIS business case model allows partners to assess profit upside before either buying new firm or extending credit to one
- Further, enhancing the appeal of private credit marketing efforts, potential clients can improve their profitability with OIS
(1) and (2) create enhanced private equity and private credit business models with no competition.
- 1.Sell side: when they sell a firm from their portfolio, it will be demonstrably, maximally profitable when sold
- Profit Analytics of Excellence (PACE): “The Profitability Analytics Center of Excellence (PACE) is a non-profit community of professionals dedicated to helping organizations make better, more informed decisions through the use of data analytics employing integrated, causal models.
PACE is composed of researchers, practitioners, and consultants who are building analytical models to effectively track cost and revenue drivers and performance measures.”
The causal models are cost predictive and profit is an effect of subtracting causal costs from revenue. So OIS should be very appealing to PACE’s 6000+ members. Further, Gary Cokins is a PACE Director and I’ve co-authored three articles with him previously. So, I’m optimistic he and I can co-author an article for PACE’s membership.
- Institute of Business Forecasting: “IBF started in 1981 with the Journal of Business Forecasting aiming to advance the growth of business forecasting and planning.”
- Beyond Budgeting Institute: “Beyond Budgeting is a progressive set of leadership principles and management processes proven to free organisations of “command and control” cultures and improve performance.”
- Advanced Analytics Support for BBI’s Principles and Processes.

CAM-I (Consortium for Advanced Management-International) is a Non-Profit 501c3 collaborative international consortium of manufacturing companies, service companies, government organizations, state, consultancies, academic and professional bodies who have elected to work cooperatively in a pre-competitive environment to solve management problems and critical business issues that are common to the group.
- Consumer Brands Association
- National Association of Manufacturers
- National Association of Wholesalers
- National Retailers Federation
- National Electrical Manufactures Association