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Creating Value through Excellence in Financial Management
6903 29th St N • Arlington, VA 22213 U.S.A.
Phone 1-877-807-8756 • Email: matt@exinfm.com
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 White Papers by Topic

Balanced Scorecard
Maintaining the Balanced Scorecard - Overview of how to keep your scorecard flexible so that it remains effective by Paul R. Niven - Senalosa Consulting (14 pages - pdf)
An Executive Overview: Killer Business Scorecards - Case study results on the significant impact of measuring systems and information by Brett Patterson and J. Thoreson (11 pages - pdf)

Change Management
Organizational Change: Managing the human side for successful change management - American Productivity & Quality Center (10 pages - pdf)

Customer Relationship Management
Mastering the Customer Experience: The Key Drivers for Success - A good description of critical drivers and processes behind great customer service by IBF Management (6 pages - pdf)
CRM Metrics that Really Work - White paper on good performance measurements for Customer Relationship Management by Mark Graham Brown (13 pages - pdf)

Human Resources
Appreciative Inquiry: Tapping into the River of Positive Possibilities - Describes the process and how to apply it by Herb Stevenson, President of Cleveland Consulting Group (14 pages - pdf)
Appreciative Inquiry - A quick overview of the basic components behind Appreciative Inquiry by Jane Logan - Logan Strategy (4 pages - pdf)
Strategic Worth of Human Resources - Understanding how HR impacts organizational performance by Hugh Mitchell - Universalia (7 pages - pdf)
Strategies for Building HR Capital - Three tactics to quickly expand HR Capital - Cadence Consulting (4 pages - pdf)
Managing with Emotional Intelligence - Good overview of Emotional Intelligence and how it relates to performance - nSights (4 pages - pdf)

Knowledge Management
Introduction to Data Mining - A good overview about the importance of data mining and how it works by Professor Osmar R. Zaiane - University of Alberta (15 pages - pdf)
The Knowledge Enterprise - Introductory paper to Knowledge Management by Touraj Nasseri, President of TechnoVantage (7 pages - pdf)
Critical Success Factors for developing, implementing, and managing the Data Warehouse and the Data Mart - Visible Systems (17 pages - pdf)
The Value of Knowledge Capital - How to identify knowledge capital and understand its worth to the organization by Paul S. Strassman (9 pages - pdf)
The Knowledge Management Debate by Richard Poynder - VBS Office (zip file)

Other Topics
Essence of Activity Based Costing - A concise summary of what activity based costing is by James Dunkley and Dr. David Payne - OffTech
Reporting Intangibles: A Hard Look at Improving Business Information in the U.S.: A good paper on the problems with traditional accounting and some approaches to reporting intangibles by Kenan Patrick Jarboe - Athena Alliance (37 pages - pdf)
Are Corporations Becoming Irrelevant: A nice overview of some profound trends transforming corporations and what really matters by Charles H. Green - Trusted Advisor Associates (4 pages - pdf)
Uncertainty: The New Rules for Strategy - Making strategy effective through options by Martha Amram and Nalin Kulatilaka - Boston University (12 pages - pdf)
Measuring Wealth with the EBO Model - Overview of the Edwards-Bell-Ohlson Model for determining shareholder value by Charles M. C. Lee - Cornell University (6 pages - pdf)
Enterprise Risk Management: An Introduction - Key components and concepts associated with ERM from Contingency Analysis (16 pages - pdf)
The Future of Finance - Leading edge thinking in how finance will work in the future from KPMG - UK (15 pages - pdf)
Strategic Planning: What Works and What Doesn't - Three perspectives on how strategic planning should work from the American Productivity & Quality Center (26 pages - pdf)
Does Budgeting Have to be so Painful - A White Paper by Hyperion Software (14 pages - pdf)

Organizational Culture
Seven Steps to Creating a High Performance Culture: A concise summary of what research shows is behind high performing organizational cultures by Gary Lear, CEO of Resource Development Systems (2 pages - pdf)
Five Ways to Develop Corporate Culture - Describes five techniques to build organizational culture - Many Worlds (4 pages - pdf)

 

 White Papers by Topic - continued

Performance Measurement
Criteria for Performance Excellence - Complete guide to seven categories of performance excellence - Baldrige National Quality Program (76 pages - pdf)
Performance Management: Impact and Trends - Synopsis of six different studies on performance management - Development Dimensions International (7 pages - pdf)
Solving the Measurement Puzzle: How EVA and the Balanced Scorecard Fit Together - How to integrate EVA with the Balanced Scorecard by Marcos Ampuero, Jesse Goranson, & Jason Scott - Ernst & Young (8 pages - pdf)
The Performance Prism: Alternative model to the Balanced Scorecard - Describes the three dimensions of measuring organizational performance in relation to stakeholders by Andy Neely and Chris Adams - Centre for Business Performance and Performance Measurement Association (8 pages - pdf)
For Good Measure: Setting and attaining key measures for the entire organization - CMA Magazine (4 pages - pdf)

Process Improvement
The Basics of Six Sigma - An introductory paper on Six Sigma per General Electric (6 pages - pdf)
Successfully Implementing BPR - Concise summary of what constitutes success with Business Process Reengineering by Michael Covert - Visible (15 pages - pdf)

Technology
Is There a Disruptive Technology in Your Future: A Special Report on how disruptive technologies radically transform whole industries by Joab Jackson - TechComm and Tech Ventures (5 pages - pdf)
The Road to Better Business Information: XBRL - Case study information on the value and benefits of Extensible Business Reporting Language by Al Berkeley of NASDAQ, John Connors of Microsoft, and Mike Willis of PWCoopers (13 pages - pdf)

Value Based Management
Creating Value from Your Intangible Assets - Report on 50 companies that have successfully leveraged their intangible assets - UK Dept of Trade & Industry (40 pages - pdf)
Value Creation and Profit Optimization - Seven step model to maximize value and profits by K. Tobias Winther - Agityne (12 pages - pdf)
What is Value-Based Management - A good explanation of how Value Based Management works, including a map of value drivers from McKinsey Quarterly (15 pages - pdf)
What Drives Shareholder Value - An overview of the relationships between results and shareholder value from Professor Laurence Booth - University of Toronto (35 pages - pdf)

 Direct Links to Other Publications

| 63 Project Management Tips | Analyzing Intellectual Capital | Brief Project Manager's Handbook | Business Plan Manual | CFO Study – Alignment with Strategy | Change Management Best Practices | Change Management Handbook | Competitive Intelligence Essentials | Competitive Intelligence Overview | Customer Flow Toolkit | Customer Service 101 | Financial Model for IT Investments | Good to Great Diagnostic Tool | HR Side of Mergers & Acquisitions | IT Value Chain Management | Guideline for Intellectual Capital Statements | Lean Supply Chains Guidebook | Logic Model Workbook | Logic Model Handbook | Mastering the Innovative Challenge | Measuring the Business Value of Information Technology | Organizational Models for Innovation | Quantifying and Fostering Organizational Effectiveness | Ten Principles of Change Management | What CEO's Want from their CFO's | Writing Quality Requirements | Writing Business Plans |

 Short Articles per the Financial Management Discussion Board

View Articles Online
All Short Articles (PDF) - Inception through Current (165 pages)
All Short Articles (PDF) - Inception through December 2002 (97 pages)
All Short Articles (PDF) - Calendar Year 2003 (23 pages)
All Short Articles (PDF) - Calendar Year 2004 (25 pages)
All Short Articles (PDF) - Calendar Year 2005 (22 pages)
Working Capital Management (PDF) (5 pages)
Capital Structure (PDF) (4 pages)
Ratio Analysis (PDF) (5 pages)
Risk Management (PDF) (3 pages)
Performance Measurement (PDF) (6 pages)

 Additional Resources

Online Library | Academic Research | Business Plan Guides | Business Publication Search Engine | Better Management | Change Management Resources | DataWarehouse | Bitpipe | Finance Papers | Knowledge@Wharton | Harvard Working Knowledge | MagPortal | Stanford Business | Thinking Managers | BNet | Technology Papers |