Here are links to my two books, Balancing Act which is a textbook, and Metric Engine, which is a short monograph
Balancing Act is the story of the journey from eager student to accomplished expert in reporting and analytics, focused on Business Event Based Insights, explaining computers, data and accounting principles of accountancy and information systems through an engaging narrative of a personal discovery guided by mentors and with real world examples.
Metric Engine: Reinventing the Data Supply Chains for Business explores a discipline – quantitative business analytics – that is ripe for a disruptive technology. Metric-generating systems, like finance, risk, and MIS, were among the first business systems automated, and their fragmented architectures and disorganized data structures can no longer meet the growing demands of the 21st Century enterprise. The principles described in this book show how to meet these demands, with systems every bit as radical as Internet search engines have been, and with as far-reaching consequences.
Resources
Detailed Slides
Various slides used in the vlog are shown here, for closer inspection, including views of the intersection of risk and finance data, consolidated data supply chains, the data volume impact of transactions vs. balances upon the daily financial cycle, and others.
Report Process Estimation Spreadsheet
Balancing Act Part 4 presents a proven method for developing financial reporting applications used on some of the largest financial reporting projects in the world. One portion of this method is report estimation processes.
The spreadsheet template, example and instructions can be used in conjunction with the Balancing Act Chapter 30. Assess Reporting Needs, Chapter 31. Estimate the Data Basis and Chapter 32. Define Summary Structures to estimate processing time and environment requirements before the system is built.
Reusable Video Slides
The following slides have been used in vlog videos. They are available here for download to inspect more closely or to reuse in explaining vlog concepts. These slides may be distributed freely.
