Balancing Act
A Practical Approach to Business Event Based Insights
Read Online →Balancing Act: A Practical Approach to Business Event Based Insights
Written from 30 years of financial systems consulting, Balancing Act is a comprehensive guide to understanding why financial systems look the way they do — and what a better architecture would look like. Beginning with the history of bookkeeping and Luca Pacioli, the book walks through computers, accounting theory, REA analysis, data supply chains, GenevaERS, and ends with a concrete plan for financial system renewal.
68 chapters + appendices, organized in 8 parts:
- Part 1: The Pearl — The Problem & The Solution
- Part 2: The Professor — Computers, Accounting, REA
- Part 3: The Partner — Reality, Consulting, Architecture
- Part 4: The Projects — 15 chapters on the REAL method
- Part 5: The Programmer — GenevaERS views & phases
- Part 6: The Platform — GL, Accounting Rules, Go Live
- Part 7: The Plan — Finance, Risk, Partnership
- Part 8: Appendices — Accounting Model & EDBM
Metric Engine
Reinventing the Data Supply Chains for Business
Read Online →Metric Engine: Reinventing the Data Supply Chains for Business
A technical white paper and monograph on high-performance reporting engines — the concept of a "metric engine" as an analogue to a search engine, but for business measurement. Rather than building reports on demand from raw data, a metric engine pre-summarizes against all possible keys, making any report instantaneous.
Covers the architecture of pre-hierarchy event repositories, step-up summarization, temporal event handling, and how systems like GenevaERS implement metric engine concepts at enterprise scale — processing millions of ledger balance updates per second.
🔒 Full PDF edition of the Metric Engine monograph is available to Sharealedger Members (free membership).
Printable Edition
A printable PDF edition of Balancing Act (v1.5, 2015) is available to Sharealedger Members alongside research monographs and progression slide decks in the private member repository. Membership is 100% free.