Blockchain Gaps

This series explains how today’s blockchain differs from today’s financial systems, and why those gaps will keep blockchain from replacing the traditional systems wholesale.

Blockchain Gap Details

1. Liquidity Management – November 26, 2018
2. Double Entry Model – December 3, 2018
3. Reporting Integration – December 10, 2018
4. Posting Process – December 17, 2018
5. Trust and Efficiency – February 4, 2018

ERP Vendor Selection

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These videos discuss general parameters to think about when selecting a vendor for your financial system.

ERP Vendor Selection Principles

1. Vendor Choice in ERP Selection  – February 18, 2019
2. ERP Package: My Way or Highway  – February 25, 2019
3. The Have It Your Way ERP Package  – March 4, 2019
4. ERP Package: User Interface and Your Data  – March 11, 2019
5. Your Data is Key to Your New ERP Package  – March 18, 2019

Estimating Reporting Processes

This series explains how to estimate how much compute capacity or how long will be needed to generate a set of reports in a given domain, such as sales, expenses, customer or vendor analytics.

Estimating Reporting Processes Details

1. Do the Math – September 10, 2018
2. Computer Analogy – September 17, 2018
3. Big Data Implications – September 24, 2018
4. Step 1: Estimate Transactions – October 1, 2018
5. Step 2: Estimate Reports – October 8, 2018
6. Step 3: Build Initial Model – October 15, 2018
7. Step 4: Evaluate Performance  – October 22, 2018
8. Final Step: Aggregate or Post  – October 29, 2018
9. Recap of Steps  – November 5, 2018

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Historical Accounting

This series shows how much of the original bookkeeping process as documented by Luca Pacioli is still relevant and foundational in today’s business systems.

Historical Accounting Details

1. Introduction to Series – April 23, 2018
2. “Summa de Arithemtica” – April 30, 2018
3. Luca Pacioli & Business Ethics  – May 7, 2018
4. Pacioli Starts with Inventory  – May 14, 2018
5. The Three Books of Bookkeeping   – May 23, 2018
6. Pacioli, Debits and Credits  – May 28, 2018
7. Pacioli and Meticulousness  – June 4, 2018
8. Pacioli and Blockchain  – June 11, 2018
9. Trial Balance and Closing  – June 18, 2018
10. Pacioli ‘sSummary of Bookkeeping  – June 25, 2018
11. The Spread of Bookkeeping  – July 2, 2018
12. The Day Book  – July 9, 2018
13. The Journal  – July 23, 2018
14. The Ledger  – July 30, 2018
15. Historical Accounting ‘sBlockchain  – August 6, 2018

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Historical Business Systems

This series highlights how much of today’s business systems are clearly apparent in early business system demonstration and sales films, from 1959 to 1970.

Historical Business Systems Details

1. Punch Card Systems  – September 5, 2016
2. Industry Leadership  – October 9, 2017
3. 1959 Banking System  – October 16, 2017
4. Financial Reporting in 1961  – October 23, 2017
5. Modern Day Data Capture  – October 30, 2017
6. Sorting in Today ‘sLedgers  – November 6, 2017
7. Ledger Posting in 1959  – November 13, 2017
8. Controls, Services, and History  – November 27, 2017

Understanding Legacy Systems through Tabulating Principles

1. Spaghetti Code or Tabulating System?  – April 22, 2019
2. Tabulating System Program Structure– April 30, 2019
3. Posting Processes in Tabulating Systems  – May 5, 2019
4. Complexity in Tabulating Systems  – May 13, 2019
5. Data Discovery in Tabulating Systems  – May 21, 2019
6. Tabulating System Metadata  – May 28, 2019

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Social Commerce and Banking/Fintech

The following vlog entries show my evolving insights into the interconnectedness of all business systems, trends in social media, Fintech, and the potential for where these trends might lead us. The topic is composed of three distinct series recorded over a year.

The first series is focused on early trends in Fintech

Fintech Details

1. Fintech and Data Supply Chains  – January 30, 2017
2. Fintech and Product Control  – February 6, 2017
3. Fintech and Personal Financial Management  – February 13, 2017
4. Fintech and True Community Banking  – February 20, 2017
5. Fintech, Blockchain, Instrument Ledger  – February 27, 2017

The second series introduces the ideas of integration of banking and business commerce, and the common ledger structures that sit below both of them. This series is also abridged in the single video here.

Banking and Business Integration Details

1. The Coming Social Commerce Platform Data Structures  – August 7, 2017
2. Credibility and the Coming Social Banking Platform  – August 14, 2017
3. Social in the Coming Banking Platform  –  August 21, 2017
4. Blockchain and the Commerce Platform  – August 28, 2017
5. Financial Transactions in the Platform  – September 4, 2017
6. Blockchain and Next Generation ERP   – September 11, 2017
7. Analytics in the Platform   – September 18, 2017
8. Metric Engines and the Platform  – September 25, 2017
9. Instrument ID and the Platform   – October 2, 2017

The third series extends the Fintech, next generation ERP and other business systems with significant implications for social media trends and how they might impact banking, and commerce in general.

Social Media Impacts on Banking and Commerce Details

1. Social Benefits of Trustworthiness   – February 26, 2018
2. Social Risk Pools and Fintech   – March 5, 2018
3. Social Currencies: Based on Social Trust   – March 12, 2018
4. Social Commerce and Financial Information  – March 19, 2018

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Finance Department Costs Series

This series looks at the costs of finance, and what drives those costs.

Finance Department Costs Details

1. Finance Department Costs Overview  – August 13, 2018
2. A Major Driver of Finance Costs: Reconciliation  – August 13, 2018
3. Finance Costs: Data Fragmentation  – August 20, 2018
4. Finance Costs: Data Integration and Curation  – August 27, 2018

Allocation Series

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This series looks at allocation processes, or calculation of per unit costs.

Allocation Processes Details

1. Introduction to the Allocation Series  – October 8, 2019
2. Complexity of Allocation Processes  – October 15, 2019
3. Allocation and Activities  – October 21, 2019
4. Allocation Processing Steps  – October 29, 2019
5. Data Implications of Allocation Processes  – November 4, 2019

Business Rules

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This series looks at how to define, integrate, test and manage business rules processes.

Business Rule Series Details

1. Business Rule Structures – August 20, 2019
2.  Business Rules vs. Reference Data – August 26, 2019
3.  Developing and Testing Business Rules – September 3, 2019
4.  Business Rules & ERP Integration – September 9, 2019
5. Business Rules, Source Data, and Code Synchronization – September 16, 2019

Vlog Topics

Here are some topical groupings of my Vlog videos, from the scores I have published.