What is involved in Financial management

Find out what the related areas are that Financial management connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Financial management thinking-frame.

How far is your company on its Financial Management Applications SaaS journey?

Take this short survey to gauge your organization’s progress toward Financial Management Applications SaaS leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Financial management related domains to cover and 282 essential critical questions to check off in that domain.

The following domains are covered:

Financial management, Human resources, Planned economy, Organizational engineering, Organizational space, Commercial bank, Profit maximization, Business intelligence, Legal personality, Cash conversion cycle, Content management, Business administration, Earned value management, Strategic management, Conflict management, Development economics, Office management, Customer relationship management, Investment fund, Commercial law, Business plan, Constitutional documents, Open economy, Materials management, Financial accounting, Advisory board, Mixed economy, Working capital, Distributed management, Capital structure, Capacity management, Corporate crime, Business operations, Process management, Financial Planning Association, Sole proprietorship, Sales management, International trade, Public relations, Organizational structure, Organizational architecture, Financial management for IT services, Incident management, Problem management, Organizational patterns, Personal finance, Business judgment rule, Marketing research, Business ethics, Capital budgeting, Communications management, Economic development, Venture capital, Corporate governance, Technology management, Management accounting, Cash flow, Service management, Business model, Public finance, Stock market, Records management, Market economy, Organizational communication, Hierarchical organization, Product management, Bullwhip effect, International economics, Sales budget:

Financial management Critical Criteria:

Coach on Financial management goals and find the ideas you already have.

– What are your key performance measures or indicators and in-process measures for the control and improvement of your Financial management processes?

– Does Financial management analysis isolate the fundamental causes of problems?

– Are accountability and ownership for Financial management clearly defined?

Human resources Critical Criteria:

Win new insights about Human resources planning and report on setting up Human resources without losing ground.

– Rapidly increasing specialization of skill and knowledge presents a major management challenge. How does an organization maintain a work environment that supports specialization without compromising its ability to marshal its full range of Human Resources and turn on a dime to implement strategic imperatives?

– How often do we hold meaningful conversations at the operating level among sales, finance, operations, IT, and human resources?

– What happens if an individual objects to the collection, use, and disclosure of his or her personal data?

– Should pay levels and differences reflect what workers are used to in their own countries?

– Where can an employee go for further information about the dispute resolution program?

– Is business intelligence set to play a key role in the future of human resources?

– How is Staffs willingness to help or refer questions to the proper level?

– Is the crisis management team comprised of members from Human Resources?

– What decisions can you envision making with this type of information?

– What steps are taken to promote compliance with the hr principles?

– Friendliness and professionalism of the Human Resources staff?

– Are you a manager interested in increasing your effectiveness?

– How can we promote retention of high performing employees?

– What are ways to reduce the costs of managing employees?

– When can an employee access and correct personal data?

– Does the hr plan make sense to our stakeholders?

– What does the pyramid of information look like?

– Is our company developing its Human Resources?

– What additional approaches already exist?

– How do we engage the stakeholders?

Planned economy Critical Criteria:

Study Planned economy risks and innovate what needs to be done with Planned economy.

– What potential environmental factors impact the Financial management effort?

Organizational engineering Critical Criteria:

Have a session on Organizational engineering adoptions and figure out ways to motivate other Organizational engineering users.

– In the case of a Financial management project, the criteria for the audit derive from implementation objectives. an audit of a Financial management project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any Financial management project is implemented as planned, and is it working?

– What are the barriers to increased Financial management production?

– How do we Improve Financial management service perception, and satisfaction?

Organizational space Critical Criteria:

Study Organizational space engagements and get answers.

– Are there any disadvantages to implementing Financial management? There might be some that are less obvious?

– Are we making progress? and are we making progress as Financial management leaders?

– What tools and technologies are needed for a custom Financial management project?

Commercial bank Critical Criteria:

Examine Commercial bank tactics and attract Commercial bank skills.

– Does our organization need more Financial management education?

– Is a Financial management Team Work effort in place?

– Are there recognized Financial management problems?

Profit maximization Critical Criteria:

Chart Profit maximization risks and ask what if.

– How does the organization define, manage, and improve its Financial management processes?

– Is Financial management Realistic, or are you setting yourself up for failure?

– Are there Financial management problems defined?

Business intelligence Critical Criteria:

Transcribe Business intelligence strategies and prioritize challenges of Business intelligence.

– Does the software let users work with the existing data infrastructure already in place, freeing your IT team from creating more cubes, universes, and standalone marts?

– Does the software provide fast query performance, either via its own fast in-memory software or by directly connecting to fast data stores?

– Can you easily add users and features to quickly scale and customize to your organizations specific needs?

– Do we have trusted vendors to guide us through the process of adopting business intelligence systems?

– what is the most effective tool for Statistical Analysis Business Analytics and Business Intelligence?

– Was your software written by your organization or acquired from a third party?

– What are some common criticisms of Sharepoint as a knowledge sharing tool?

– What is your anticipated learning curve for report users?

– Can Business Intelligence BI meet business expectations?

– Is your software easy for IT to manage and upgrade?

– What are alternatives to building a data warehouse?

– What business intelligence systems are available?

– How is Business Intelligence related to CRM?

– What is your expect product life cycle?

– Do you still need a data warehouse?

– Business Intelligence Tools?

– Using dashboard functions?

Legal personality Critical Criteria:

Boost Legal personality failures and ask what if.

– What other jobs or tasks affect the performance of the steps in the Financial management process?

– Can Management personnel recognize the monetary benefit of Financial management?

– How do we keep improving Financial management?

Cash conversion cycle Critical Criteria:

Have a round table over Cash conversion cycle tactics and look for lots of ideas.

– What other organizational variables, such as reward systems or communication systems, affect the performance of this Financial management process?

– How to Secure Financial management?

Content management Critical Criteria:

Guide Content management governance and find out what it really means.

– Does the organization regularly review and revise its data content management policies to assure that only those data necessary for meeting the needs described above are collected and/or maintained?

– How can we incorporate support to ensure safe and effective use of Financial management into the services that we provide?

– Meeting the challenge: are missed Financial management opportunities costing us money?

– Does the tool we use support the ability to configure user content management alerts?

– What is a learning management system?

– How do we define online learning?

Business administration Critical Criteria:

Pilot Business administration planning and finalize specific methods for Business administration acceptance.

– How can the value of Financial management be defined?

Earned value management Critical Criteria:

Set goals for Earned value management failures and transcribe Earned value management as tomorrows backbone for success.

– what is the best design framework for Financial management organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

– Do Financial management rules make a reasonable demand on a users capabilities?

Strategic management Critical Criteria:

Participate in Strategic management risks and inform on and uncover unspoken needs and breakthrough Strategic management results.

– Think about the kind of project structure that would be appropriate for your Financial management project. should it be formal and complex, or can it be less formal and relatively simple?

Conflict management Critical Criteria:

Unify Conflict management results and improve Conflict management service perception.

– What are your results for key measures or indicators of the accomplishment of your Financial management strategy and action plans, including building and strengthening core competencies?

– Is maximizing Financial management protection the same as minimizing Financial management loss?

– What are the record-keeping requirements of Financial management activities?

Development economics Critical Criteria:

Confer re Development economics outcomes and gather practices for scaling Development economics.

– Will Financial management deliverables need to be tested and, if so, by whom?

– How do we maintain Financial managements Integrity?

Office management Critical Criteria:

Confer over Office management failures and display thorough understanding of the Office management process.

– Is the scope of Financial management defined?

Customer relationship management Critical Criteria:

Adapt Customer relationship management tasks and change contexts.

– Can we establish a new market segmentation strategy focused on potential profitability and willingness to purchase?

– What is the value of integrating social intelligence listening and engagement into the CRM your business is using?

– Support – how can we drive support for using the escalation processes for service, support and billing issues?

– For hosted solutions, are we permitted to download the entire data set in order to maintain local backups?

– What IT infrastructure do we have and what do we need to support the future organization needs?

– How do customer relationship management systems help us achieve customer intimacy?

– Is the user enabled and does the user have at least one security role?

– What are the information elements and structures involved in the KMS?

– How do you measure progress and evaluate training effectiveness?

– Does the user have permission to synchronize the address book?

– How is a typical client engagement with your firm structured?

– Is it easy for your visitors or customers to contact you?

– In what way(s) did marketing research help shape CRM?

– How many cases have been resolved?

– Do we invest in Web self-services?

– How much e-mail should be routed?

– What is the client software?

– Why is crm important?

– Is CRM justified?

Investment fund Critical Criteria:

Collaborate on Investment fund goals and budget for Investment fund challenges.

– Do those selected for the Financial management team have a good general understanding of what Financial management is all about?

– What investment funds will the project need and when?

– Who sets the Financial management standards?

– Are there Financial management Models?

Commercial law Critical Criteria:

Categorize Commercial law engagements and look for lots of ideas.

– Is there a Financial management Communication plan covering who needs to get what information when?

– How likely is the current Financial management plan to come in on schedule or on budget?

– Is Financial management dependent on the successful delivery of a current project?

Business plan Critical Criteria:

Administer Business plan failures and raise human resource and employment practices for Business plan.

– Its important to reach your customers. Every business, if wise, will have a promotion and advertising plan. You need to consider the image you want to project to your customers about your business. Will your business stand out because you are a proven a leader in the service or product industry by providing innovative services or products, or you provide customer confidence by providing high quality Customer Service?

– What is our formula for success in Financial management ?

– Have Business Plans with your Critical Preferred Vendors?

– Why is Financial management important for you now?

– Do you need to develop a Human Resources manual?

– How do you plan to address Customer Service?

– Do we offer Superior Customer Service?

Constitutional documents Critical Criteria:

Design Constitutional documents strategies and proactively manage Constitutional documents risks.

– Does Financial management create potential expectations in other areas that need to be recognized and considered?

– What are our needs in relation to Financial management skills, labor, equipment, and markets?

Open economy Critical Criteria:

Match Open economy outcomes and research ways can we become the Open economy company that would put us out of business.

– What are current Financial management Paradigms?

Materials management Critical Criteria:

Give examples of Materials management issues and ask what if.

– Which customers cant participate in our Financial management domain because they lack skills, wealth, or convenient access to existing solutions?

– How can skill-level changes improve Financial management?

Financial accounting Critical Criteria:

Mix Financial accounting outcomes and report on the economics of relationships managing Financial accounting and constraints.

– How important is Financial management to the user organizations mission?

– Does the Financial management task fit the clients priorities?

Advisory board Critical Criteria:

Rank Advisory board decisions and pioneer acquisition of Advisory board systems.

– How do we go about Securing Financial management?

– Do we have past Financial management Successes?

Mixed economy Critical Criteria:

Tête-à-tête about Mixed economy tactics and look at the big picture.

– Will Financial management have an impact on current business continuity, disaster recovery processes and/or infrastructure?

– Who will be responsible for making the decisions to include or exclude requested changes once Financial management is underway?

– Have all basic functions of Financial management been defined?

Working capital Critical Criteria:

Concentrate on Working capital quality and proactively manage Working capital risks.

– Distinguish between permanent working capital and temporary working capital. Why is the difference important to financial managers?

– What are your most important goals for the strategic Financial management objectives?

– Is Financial management Required?

Distributed management Critical Criteria:

Sort Distributed management adoptions and overcome Distributed management skills and management ineffectiveness.

– How do you incorporate cycle time, productivity, cost control, and other efficiency and effectiveness factors into these Financial management processes?

Capital structure Critical Criteria:

Trace Capital structure quality and proactively manage Capital structure risks.

– Do you contemplate any change in your capital structure or any substantial increase or decrease in equity capital?

– What percentage of the firms capital structure is debt?

– How can we improve Financial management?

Capacity management Critical Criteria:

Study Capacity management projects and point out Capacity management tensions in leadership.

– Can we add value to the current Financial management decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

– Application sizing is a technique used by capacity management. why is application sizing important?

Corporate crime Critical Criteria:

Match Corporate crime engagements and gather practices for scaling Corporate crime.

– Think about the people you identified for your Financial management project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

Business operations Critical Criteria:

Steer Business operations management and shift your focus.

– A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Financial management models, tools and techniques are necessary?

– Is legal review performed on all intellectual property utilized in the course of your business operations?

– How to move the data in legacy systems to the cloud environment without interrupting business operations?

– What is the purpose of Financial management in relation to the mission?

Process management Critical Criteria:

Systematize Process management management and look at it backwards.

– What process management and improvement tools are we using PDSA/PDCA, ISO 9000, Lean, Balanced Scorecard, Six Sigma, something else?

– Do we monitor the Financial management decisions made and fine tune them as they evolve?

Financial Planning Association Critical Criteria:

Experiment with Financial Planning Association failures and report on setting up Financial Planning Association without losing ground.

– Are assumptions made in Financial management stated explicitly?

Sole proprietorship Critical Criteria:

Cut a stake in Sole proprietorship risks and balance specific methods for improving Sole proprietorship results.

– How do your measurements capture actionable Financial management information for use in exceeding your customers expectations and securing your customers engagement?

Sales management Critical Criteria:

Examine Sales management decisions and question.

– What are the disruptive Financial management technologies that enable our organization to radically change our business processes?

International trade Critical Criteria:

Trace International trade decisions and gather practices for scaling International trade.

– Which individuals, teams or departments will be involved in Financial management?

Public relations Critical Criteria:

Devise Public relations results and grade techniques for implementing Public relations controls.

– At what point will vulnerability assessments be performed once Financial management is put into production (e.g., ongoing Risk Management after implementation)?

– If the single biggest influence in shaping consumers attitudes is community organizations, what are they and how can public relations help?

– What are your public relations problems and opportunities based on the product/program and consumer lifecycles?

– What are the problems, opportunities and anticipated issues that public relations can address?

– Risk factors: what are the characteristics of Financial management that make it risky?

– What do public relations professionals need to do to become excellent leaders?

– Who will be responsible for documenting the Financial management requirements in detail?

Organizational structure Critical Criteria:

Be responsible for Organizational structure projects and budget the knowledge transfer for any interested in Organizational structure.

– Another critical success factor is that appropriate governance needs to be in place. That is, is an appropriate organizational structure in place to manage the organization facing the cloud computing solution?

– Consider your own Financial management project. what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

– Are there any easy-to-implement alternatives to Financial management? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

– Do you have a clearly defined organizational structure at organization level in order to sustain the risk management process?

– How will the existing culture and organizational structure be impacted by agile project management?

– How to manage workflows and projects, that are inherently distributed outside the organizational structure?

– What does a typical data warehouse and business intelligence organizational structure look like?

– Have the types of risks that may impact Financial management been identified and analyzed?

– Organizational structure for international business?

– What Organizational Structure is Required?

Organizational architecture Critical Criteria:

Drive Organizational architecture adoptions and figure out ways to motivate other Organizational architecture users.

– How to deal with Financial management Changes?

Financial management for IT services Critical Criteria:

Scan Financial management for IT services governance and integrate design thinking in Financial management for IT services innovation.

– What role does communication play in the success or failure of a Financial management project?

Incident management Critical Criteria:

Extrapolate Incident management risks and devote time assessing Incident management and its risk.

– Does Financial management systematically track and analyze outcomes for accountability and quality improvement?

– Which processes other than incident management are involved in achieving a structural solution ?

– In which cases can CMDB be usefull in incident management?

– What is a primary goal of incident management?

Problem management Critical Criteria:

Powwow over Problem management risks and drive action.

– What is the source of the strategies for Financial management strengthening and reform?

– What is a key activity in problem management?

– How do we Lead with Financial management in Mind?

Organizational patterns Critical Criteria:

Model after Organizational patterns strategies and probe the present value of growth of Organizational patterns.

– How do we manage Financial management Knowledge Management (KM)?

– How can you measure Financial management in a systematic way?

Personal finance Critical Criteria:

Frame Personal finance results and develop and take control of the Personal finance initiative.

– For your Financial management project, identify and describe the business environment. is there more than one layer to the business environment?

– Are we Assessing Financial management and Risk?

Business judgment rule Critical Criteria:

Demonstrate Business judgment rule decisions and remodel and develop an effective Business judgment rule strategy.

– How do mission and objectives affect the Financial management processes of our organization?

– What are our Financial management Processes?

Marketing research Critical Criteria:

Inquire about Marketing research adoptions and differentiate in coordinating Marketing research.

– Why are Financial management skills important?

Business ethics Critical Criteria:

Derive from Business ethics planning and define what do we need to start doing with Business ethics.

– How is the value delivered by Financial management being measured?

– What is Effective Financial management?

Capital budgeting Critical Criteria:

Understand Capital budgeting risks and improve Capital budgeting service perception.

– Understand the concepts of operating breakeven and financial breakeven. Why is it important to conduct breakeven analyses?

– Under what circumstances will the NPV, IRR, and PI techniques provide different capital budgeting decisions?

– Does the contribution of corporate cash holdings and dividends to firm value depend on governance?

– What are the primary distinctions between foreign capital investments and domestic investments?

– In what way is the NPV consistent with the principle of shareholder wealth maximization?

– Screening decisions. Does a proposed project meet some preset standard of acceptance?

– Which error do you think is more likely to occur when firms use payback analysis?

– How do we choose among the methods for evaluating capital investments?

– Does a proposed project meet some preset standard of acceptance?

– Do Managerial Motives Influence Firm Risk Reduction Strategies?

– Does it serve a segment of the community not currently served?

– What are the three components of a firms credit policy?

– What do you do when project lives vary significantly?

– What products should the firm sell?

– What does the stock sell for today?

– What is capital budgeting?

– What techniques are used?

– What is the IRR?

– What is ARR?

Communications management Critical Criteria:

Start Communications management strategies and proactively manage Communications management risks.

– Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Financial management in a volatile global economy?

Economic development Critical Criteria:

Chat re Economic development issues and catalog what business benefits will Economic development goals deliver if achieved.

– In a project to restructure Financial management outcomes, which stakeholders would you involve?

– Who needs to know about Financial management ?

Venture capital Critical Criteria:

Adapt Venture capital leadership and spearhead techniques for implementing Venture capital.

– How can you negotiate Financial management successfully with a stubborn boss, an irate client, or a deceitful coworker?

– When a Financial management manager recognizes a problem, what options are available?

Corporate governance Critical Criteria:

Judge Corporate governance governance and transcribe Corporate governance as tomorrows backbone for success.

Technology management Critical Criteria:

Familiarize yourself with Technology management results and finalize the present value of growth of Technology management.

Management accounting Critical Criteria:

Substantiate Management accounting quality and pioneer acquisition of Management accounting systems.

Cash flow Critical Criteria:

Closely inspect Cash flow results and achieve a single Cash flow view and bringing data together.

– If depreciation is an expense, why is it added back to an investments net income to compute the net cash flow from that investment?

– What factors must be considered that otherwise may be ignored when the objective is to discount net cash flow after taxes?

– What are the major differences between cash flow analyses for an expansion project and those for a replacement project?

– Should analysts measure cash flows of capital budgeting projects from the viewpoint of the subsidiary or the parent?

– Include all projected income and all projected cash disbursements (payments) Hows your cash flow?

– What is the appropriate treatment of recaptured NOWC in terms of computing terminal cash flows?

– What are the tax benefits of depreciation and how do they play into cash flow calculations?

– Should the firm include the cost of the land in estimating the cash flows of the project?

– Why should the capital budgeting process use cash flows instead of accounting profits?

– What is the difference between conventional and unconventional cash flow patterns?

– Why should corporate managers consider only incremental, after-tax cash flows?

– What are the cash flows from investing and financing activities?

– Which costs should be included in incremental cash flows?

– Which Financial management goals are the most important?

– How would you describe a poor, or negative, cash flow?

– How do cash flow problems start?

Service management Critical Criteria:

Brainstorm over Service management tasks and use obstacles to break out of ruts.

– In which two Service Management processes would you be most likely to use a risk analysis and management method?

– Are we getting a handle on project initiation-related risks which is all about are we doing the right things?

– How would you describe the impact of cloud vis-a-vis your itsm initiative/capabilities in your organization?

– In your organization, which group oversees or coordinates your it service management capabilities?

– What are our key differences between ITAM IT asset management and ITSM IT service management?

– What are the key differences between ITAM IT asset management and ITSM IT service management?

– In our organization, which group oversees/coordinates our Service Management capabilities?

– What challenges and opportunities does cloud computing present for IT Service Management ?

– Which is the correct combination of concepts and Service Management processes?

– What do enterprises really want from service management ITSM?

– Will we be eligible for ISOIEC 20000 certification?

– What questions should be asked of a cloud service provider?

– What Processes are currently specified and used?

– What availability levels are provided?

– What is the scope of certification?

– Is ITIL a contradiction to Agile?

– Does IT get our business?

– Is the Quality of Service met?

Business model Critical Criteria:

Own Business model engagements and cater for concise Business model education.

– How can we create a secure environment to protect our data, especially when new business models like cloud computing and mobility leave us with little control over it?

– How can we take rapid and informed action given the dramatic changes the IoT will make to our traditional business models?

– What are the top 3 things at the forefront of our Financial management agendas for the next 3 years?

– What applications will first become mainstream and under which business model will they operate?

– How well does the product fit our current and planned business model(s)?

– What potential megatrends could make our business model obsolete?

Public finance Critical Criteria:

Merge Public finance failures and point out Public finance tensions in leadership.

– Who will provide the final approval of Financial management deliverables?

Stock market Critical Criteria:

Probe Stock market tasks and know what your objective is.

– What prevents me from making the changes I know will make me a more effective Financial management leader?

Records management Critical Criteria:

Familiarize yourself with Records management adoptions and describe the risks of Records management sustainability.

– Does Financial management include applications and information with regulatory compliance significance (or other contractual conditions that must be formally complied with) in a new or unique manner for which no approved security requirements, templates or design models exist?

– Have records center personnel received training on the records management aspects of the Quality Assurance program?

– What are the Key enablers to make this Financial management move?

Market economy Critical Criteria:

Track Market economy quality and budget for Market economy challenges.

– How do we ensure that implementations of Financial management products are done in a way that ensures safety?

Organizational communication Critical Criteria:

Think carefully about Organizational communication governance and correct better engagement with Organizational communication results.

– How will you know that the Financial management project has been successful?

– What are specific Financial management Rules to follow?

Hierarchical organization Critical Criteria:

Guide Hierarchical organization adoptions and attract Hierarchical organization skills.

– Do we aggressively reward and promote the people who have the biggest impact on creating excellent Financial management services/products?

– What vendors make products that address the Financial management needs?

Product management Critical Criteria:

Sort Product management risks and diversify disclosure of information – dealing with confidential Product management information.

– A vital question in new product management is: how should the business most effectively invest its research and development (r&d) and new product resources?

– In marketplace businesses what is the optimal relationship between product management Category Management and marketing?

– What is the optimal relationship between Product Management Category Management and Marketing?

– Do the Financial management decisions we make today help people and the planet tomorrow?

– What are the a best practices for Agile SCRUM Product Management?

– What about Financial management Analysis of results?

Bullwhip effect Critical Criteria:

Have a session on Bullwhip effect goals and be persistent.

International economics Critical Criteria:

Distinguish International economics tactics and stake your claim.

Sales budget Critical Criteria:

Adapt Sales budget visions and shift your focus.

– What are your current levels and trends in key measures or indicators of Financial management product and process performance that are important to and directly serve your customers? how do these results compare with the performance of your competitors and other organizations with similar offerings?

Conclusion:

This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Financial Management Applications SaaS Self Assessment:

store.theartofservice.com/Financial-Management-Applications-SaaS-Journey-from-Novice-to-Expert/

Author: Gerard Blokdijk

CEO at The Art of Service | theartofservice.com

gerard.blokdijk@theartofservice.com

www.linkedin.com/in/gerardblokdijk

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Financial management External links:

31 U.S. Code Subtitle III – FINANCIAL MANAGEMENT | US …
www.law.cornell.edu/uscode/text/31/subtitle-III

Human resources External links:

Title IX Policy – Human Resources
humanresources.highline.edu/policies/TitleIX.php

myDHR | Maryland Department of Human Resources
mydhrbenefits.dhr.state.md.us

Human Resources Job Titles – The Balance
www.thebalance.com/human-resources-job-titles-1917595

Planned economy External links:

R&D in a post centrally-planned economy: The …
www.sciencedirect.com/science/article/pii/S0161893817301138

Planned Economy – Merriam-Webster
www.merriam-webster.com/dictionary/planned economy

Centrally Planned Economy – Investopedia
investopedia.com/terms/c/centrally-planned-economy.asp

Organizational engineering External links:

Team Analysis – Organizational Engineering and …
www.iopt.com/team-analysis.php

[PDF]Organizational Engineering using Sociometric …
www.media.mit.edu/~bwaber/Waber-NetSci-07.pdf

Organizational Engineering: The Engineering Personality
garysalton.blogspot.com/2014/04/the-engineering-personality.html

Organizational space External links:

Changing Organizational Space: Green? Or Lean and …
journals.sagepub.com/doi/abs/10.1177/0038038512441280

Rolyan Splint Center with Organizational Space
www.rehabmart.com/product/rolyan-splint-center-10028.html

Commercial bank External links:

Home Loans – Commercial Bank of Texas – Home
www.cbtxonline.com/home/loans/home_loans

Commercial Bank of Grayson
www.cbgrayson.com

Welcome to The Commercial Bank!
www.commercialbankms.com

Profit maximization External links:

Profit / Profit Maximization Flashcards | Quizlet
quizlet.com/51756202/profit-profit-maximization-flash-cards

What is Profit Maximization? definition and meaning
www.investorwords.com/7690/profit_maximization.html

[PDF]ECON 600 Lecture 3: Profit Maximization
www.csun.edu/~dgw61315/ECON600lect3.pdf

Business intelligence External links:

Business Intelligence Tools & Software | Square
squareup.com/pos/dashboard

Business Intelligence | Microsoft
www.microsoft.com/en-us/sql-server/business-intelligence

EnsembleIQ | The premier business intelligence resource
ensembleiq.com

Legal personality External links:

Legal personality. To have legal personality means to be capable of having legal rights and duties within a certain legal system, such as to enter into contracts, sue, and be sued. Legal personality is a prerequisite to legal capacity, the ability of any legal person to amend rights and obligations.
Reference: www.definitions.net/definition/legal%20personality

Legal personality, (Book, 1924) [WorldCat.org]
www.worldcat.org/title/legal-personality/oclc/12678780

What is LEGAL PERSONALITY – Black’s Law Dictionary
thelawdictionary.org/legal-personality

Cash conversion cycle External links:

Calculate Cash Conversion Cycle (CCC) – The Balance
www.thebalance.com/calculate-cash-conversion-cycle-393115

Cash Conversion Cycle – Education Center
education.howthemarketworks.com/glossary/cash-conversion-cycle

Understanding The Cash Conversion Cycle – Investopedia
www.investopedia.com/articles/06/cashconversioncycle.asp

Content management External links:

Content Management Systems | Webtools
webtools.ca.gov/tools/content-management-systems

Enterprise Content Management (ECM) | Laserfiche
www.laserfiche.com

HR Pilot – ePlace Solutions Content Management System
www.hrpilot.com

Business administration External links:

Small Business Administration (SBA) Loans – U.S. Bank
www.usbank.com/small-business/credit-financing/sba-loans.html

Master of Business Administration (MBA) – UW Bothell
www.uwb.edu/mba

College of Business Administration (CBA) – UW-La Crosse
www.uwlax.edu/cba

Earned value management External links:

Earned Value Management | Learning Tree International
www.learningtree.com/courses/4623

ANSI EIA 748 Earned Value Management – AcqNotes
acqnotes.com/acqnote/tasks/ansi-eia-748-earned-value-management

Strategic management External links:

Strategic management (Book, 1993) [WorldCat.org]
www.worldcat.org/title/strategic-management/oclc/25914917

section title | Strategic Management
bookstrategic.wordpress.com/tag/section-title

Strategic Management Jobs, Employment | Indeed.com
www.indeed.com/q-Strategic-Management-jobs.html

Conflict management External links:

Conflict management (Book, 2007) [WorldCat.org]
www.worldcat.org/title/conflict-management/oclc/127870932

[PDF]Conflict Management – Chalmers Publication Library …
publications.lib.chalmers.se/records/fulltext/147975.pdf

Conflict Management Flashcards | Quizlet
quizlet.com/144657280/conflict-management-flash-cards

Development economics External links:

Home | International and Development Economics
ide.yale.edu

Center for Development Economics
cde.williams.edu

Development Economics – investopedia.com
www.investopedia.com/terms/d/development-economics.asp

Office management External links:

CounselEAR – Audiology Office Management System …
www.counselear.com

Office Management
www.gsa.gov/acquisition/products-services/office-management

AADOM – American Association of Dental Office Management
www.dentalmanagers.com

Customer relationship management External links:

1workforce – Customer Relationship Management …
1workforce.com

Salesnet CRM Solutions | Customer Relationship Management
www.salesnet.com

Oracle – Siebel Customer Relationship Management
distributorgateway.ingersollrand.com

Investment fund External links:

Investment Fund – Investopedia
investopedia.com/terms/i/investment-fund.asp

TSP: G Fund: Government Securities Investment Fund
www.tsp.gov/InvestmentFunds/FundOptions/fundPerformance_G.html

Pantera Capital – Blockchain Investment Fund
www.panteracapital.com

Commercial law External links:

Commercial Law legal definition of Commercial Law
legal-dictionary.thefreedictionary.com/Commercial+Law

Goldberg Kohn, Commercial Law Firm, Attorneys – …
www.goldbergkohn.com

Burgess’ Commercial Law – AbeBooks
www.abebooks.com/book-search/title/burgess'-commercial-law

Business plan External links:

Business plan – Official Site
www.liveplan.com

How to Write a Business Plan for a Small Business: 9 Steps
www.wikihow.com/Write-a-Business-Plan-for-a-Small-Business

[PDF]Writing a Business Plan – U.S. Department of Veterans …
www.va.gov/osdbu/docs/vepBusinessPlanOutline.pdf

Constitutional documents External links:

Companies Act 2006: constitutional documents | Practical …
uk.practicallaw.thomsonreuters.com/9-500-3046

NC Constitutional Documents – sosnc.gov
www.sosnc.gov/divisions/nc_constitutional_documents

Volume I, Constitutional Documents and Records, 1776 …
www.wisconsinhistory.org/whspress/books/book.asp?book_id=271

Open economy External links:

Open Economy Macroeconomics – Princeton University …
press.princeton.edu/titles/11032.html

[PDF]Mundell-Fleming Model of a Small Open Economy
www.laguardia.edu/economics/pdf/mundell_fleming_part5%5B1%5D.pdf

Open Economy Flashcards | Quizlet
quizlet.com/41494536/open-economy-flash-cards

Materials management External links:

Tompkins County | Recycling and Materials Management
recycletompkins.org

Institute of Hazardous Materials Management
www.ihmm.org

State of Oregon: Materials Management – Recycling Markets
www.oregon.gov/deq/mm/Pages/Recycling-Markets.aspx

Financial accounting External links:

Financial accounting is a specialized form of accounting that keeps track of transactions.
Reference: www.accountingcoach.com/financial-accounting/explanation

Financial Accounting | Division of Information Technology
it.stonybrook.edu/software/title/financial-accounting

Financial Accounting – AbeBooks
www.abebooks.com/book-search/title/financial-accounting

Advisory board External links:

The Advisory Board Company – Official Site
www.advisoryboardcompany.com

Texas Massage Therapy Advisory Board Information
www.tdlr.texas.gov/mas/masboard.htm

Autism Spectrum Disorders Advisory Board | OPWDD
opwdd.ny.gov/opwdd_community_connections/autism-board

Mixed economy External links:

The Mixed Economy Essays – ManyEssays.com
manyessays.com/essay/the-mixed-economy

What is a mixed economy – Answers.com
www.answers.com/Q/What_is_a_mixed_economy

[PPT]Mixed Economy – Finance in the Classroom
financeintheclassroom.org/passport/downloads/Mixed_Economy.ppt

Working capital External links:

working capital ratio – Investopedia
investopedia.com/terms/w/workingcapital.asp

Mulligan Funding – Working Capital Loans | Small …
www.mulliganfunding.com

Small Business Loans and Working Capital Loans | CAN Capital
www.cancapital.com

Distributed management External links:

SQL Distributed Management Objects (SQL-DMO)
technet.microsoft.com/en-us/library/ms131540(v=sql.90).aspx

Top Down, Consensus & Distributed Management | …
wavelength.asana.com/organizational-structures

Capital structure External links:

[PDF]Changes in Corporate Control and Capital Structure
www.irs.gov/pub/irs-pdf/i1099cap.pdf

Penn Capital | Specialists in Capital Structure Analysis
www.penncapital.com

FIN 134 – Capital Structure Flashcards | Quizlet
quizlet.com/77791039/fin-134-capital-structure-flash-cards

Capacity management External links:

[PDF]Facility Capacity Management and Space Standards
www.doc.wa.gov/information/policies/showFile.aspx?name=400020

Capacity management review. (eJournal / eMagazine, …
www.worldcat.org/title/capacity-management-review/oclc/228609679

Corporate crime External links:

Corporate crime | law | Britannica.com
www.britannica.com/topic/corporate-crime

Corporate crime (Book, 2015) [WorldCat.org]
www.worldcat.org/title/corporate-crime/oclc/901996646

Corporate Crime Flashcards | Quizlet
quizlet.com/2566821/corporate-crime-flash-cards

Business operations External links:

What Are Business Operations? (with picture) – wiseGEEK
www.wisegeek.com/what-are-business-operations.htm

Business Operations Manager Jobs, Employment | Indeed.com
www.indeed.com/q-Business-Operations-Manager-jobs.html

How much does a business operations manager make?
money.usnews.com/careers/best-jobs/business-operations-manager

Process management External links:

Infosys BPM – Business Process Management | BPM …
www.infosysbpm.com

Process management in spinning (eBook, 2015) …
www.worldcat.org/title/process-management-in-spinning/oclc/890089715

Business Process Management Jobs – CareerBuilder
www.careerbuilder.com/jobs-business-process-management

Financial Planning Association External links:

Partner Events – Financial Planning Association of Illinois
www.fpaillinois.org/?page=30

Financial Planning Association Chapters | FPA
www.onefpa.org/community/Pages/Chapters.aspx

Membership Options – Financial Planning Association
membership.onefpa.org/financial-advisor-options

Sole proprietorship External links:

How to Set up a Sole Proprietorship in Texas: 13 Steps
www.wikihow.com/Set-up-a-Sole-Proprietorship-in-Texas

A sole proprietorship is an unincorporated business that is owned by an individual.
Reference: www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Sol…

Sales management External links:

DP Sales Management | UPCOMING SALES
www.parkelivestock.com/upcoming_sales.php

Sales Management Chp3 Flashcards | Quizlet
quizlet.com/120281333/sales-management-chp3-flash-cards

Efficio – Media Sales Management – CRM, Yield, Proposal
my.efficiosolutions.com

International trade External links:

Events | Savannah International Trade & Convention Center
www.savtcc.com/events

International Trade Flashcards | Quizlet
quizlet.com/83298320/international-trade-flash-cards

International Trade Administration (ITA) – Export.gov
www.export.gov/ITA

Public relations External links:

Microsoft Public Relations Contacts | Stories
news.microsoft.com/microsoft-public-relations-contacts

Ogilvy Public Relations
www.ogilvypr.com

VocusPR – Cision Public Relations
us.vocuspr.com

Organizational structure External links:

Maryland House of Delegates – Organizational Structure
msa.maryland.gov/msa/mdmanual/06hse/html/hse.html

Organizational Structure of the National Park Service …
www.nps.gov/aboutus/organizational-structure.htm

Organizational Structure – Air Force Civil Engineer Center
www.afcec.af.mil/About-Us/Organizational-Structure

Organizational architecture External links:

Organizational Architecture – Home | Facebook
www.facebook.com/OrganizationalArchitecture

What Is Organizational Architecture? – Learn.org
learn.org/articles/What_is_Organizational_Architecture.html

Incident management External links:

National Incident Management System | FEMA.gov
www.fema.gov/national-incident-management-system

National Incident Management System (NIMS) – FEMA
training.fema.gov/nims

Enterprise Incident Management
www.hhsapps.state.pa.us/eim

Problem management External links:

Problem Management | ServiceNow
www.servicenow.com/products/problem-management.html

[PDF]IT ENTERPRISE PROBLEM MANAGEMENT …
itsm.ucsf.edu/sites/itsm.ucsf.edu/files/Problem Management Process.pdf

Organizational patterns External links:

Recognizing Organizational Patterns – Laraine Flemming
www.laflemm.com/dynamic/online_practice.php?practice_id=26

[PDF]Organizational Patterns of Paragraphs – St. Kate’s
www.stkate.edu/pdfs/organizational-patterns-of-paragraphs.pdf

What organizational patterns describes the event that …
brainly.com/question/1233409

Personal finance External links:

MONEY: Personal Finance News & Advice
time.com/money

Business judgment rule External links:

[PDF]The Business Judgment Rule as an Immunity Doctrine
scholarship.law.wm.edu/cgi/viewcontent.cgi?article=1058&context=wmblr

Marketing research External links:

Master of Science in Marketing Research Program | …
marketing.broad.msu.edu/msmr

Baltimore Research | Marketing Research
www.baltimoreresearch.com

Marketing Research Final Flashcards | Quizlet
quizlet.com/8475967/marketing-research-final-flash-cards

Business ethics External links:

Business Ethics. (eBook, 2014) [WorldCat.org]
www.worldcat.org/title/business-ethics/oclc/956735587

Journal of Business Ethics on JSTOR
www.jstor.org/journal/jbusiethi

Business Ethics – FBLA-PBL
www.fbla-pbl.org/competitive-event/business-ethics-fbla

Capital budgeting External links:

Capital Budgeting Definition from Financial Times Lexicon
lexicon.ft.com/Term?term=capital-budgeting

Capital budgeting (eBook, 2015) [WorldCat.org]
www.worldcat.org/title/capital-budgeting/oclc/902646033

S.Goel Chpt 1 | Capital Budgeting | Internal Rate Of Return
www.scribd.com/document/256281963/S-Goel-Chpt-1

Communications management External links:

DataOceans – Enterprise Customer Communications Management
www.dataoceans.com

P2 Communications Management – Everything Connected.
www.p2cm.com

[PDF]Communications Management Plan PPM Version 2
www.hud.gov/sites/documents/COMM_MGT2.PDF

Economic development External links:

NYCEDC | New York City Economic Development Corp.
www.nycedc.com

Division of Workforce and Economic Development
csn.augusoft.net

Michigan Economic Development Corporation | MEDC
www.michiganbusiness.org

Venture capital External links:

Arthur Ventures | Early Stage Venture Capital
arthurventures.com

the PVCA – Pittsburgh Venture Capital Association
thepvca.org

FundRx | Healthcare and Life Science Venture Capital | FundRx
fundrx.com

Corporate governance External links:

Corporate Governance – Investopedia
investopedia.com/terms/c/corporategovernance.asp

[PDF]CORPORATE GOVERNANCE ANNUAL …
www.naic.org/store/free/MDL-305.pdf

The Harvard Law School Forum on Corporate Governance …
corpgov.law.harvard.edu

Technology management External links:

Engineering and Technology Management
etm.wsu.edu

Management accounting External links:

Management accounting (Book, 2004) [WorldCat.org]
www.worldcat.org/title/management-accounting/oclc/52381125

Management Accounting Careers | Accounting.com
www.accounting.com/careers/management-accounting

Title Management Accounting – Scribd
www.scribd.com/document/314459484/Title-Management-Accounting

Cash flow External links:

Cash flow definition — AccountingTools
www.accountingtools.com/articles/what-is-cash-flow.html

How to Create a Cash Flow Statement in Xero
fitsmallbusiness.com/create-cash-flow-statement-xero-course

Cash Flow 2 continues the life of Mazen some years after the story of Cash Flow 1, he now lives a very rich life, he has everything; money, looks and a huge company.
6.7/10(12)

Service management External links:

ServiceAide Cloud Service Management
csm2.serviceaide.com

Cerner – Service Management
remedyext.cerner.com

Field Service Management Software – Smart Service
www.smartservice.com

Business model External links:

Business Model – Investopedia
investopedia.com/terms/b/businessmodel.asp

OneTitle | business model
onetitle.com/tag/business-model

Business Model Canvas Explained – YouTube
www.youtube.com/watch?v=QoAOzMTLP5s

Public finance External links:

Public Finance Division – State Treasurer’s Office
www.treasurer.ca.gov/bonds

National Public Finance Guarantee Corporation
www.nationalpfg.com

Texas Public Finance | Bond Buyer
www.bondbuyer.com/conference/texas-2018

Stock market External links:

Stock Market – Investopedia
investopedia.com/terms/s/stockmarket.asp

Yahoo Finance – Business Finance, Stock Market, Quotes, …
finance.yahoo.com

Stock market today: News, data and summary – MSN Money
www.msn.com/en-us/money/markets

Records management External links:

Records Management Policy | Policies & Procedures
policy.uconn.edu/2011/05/24/records-management-policy

Records Management by Federal Agencies (44 U.S.C. …
www.archives.gov/about/laws/fed-agencies.html

Records Management
records.harriscountytx.gov/Pages/default.aspx

Market economy External links:

Market Economy | Definition of Market Economy by …
www.merriam-webster.com/dictionary/market economy

Market economy | Define Market economy at …
www.dictionary.com/browse/market-economy

Market Economy Flashcards | Quizlet
quizlet.com/6364190/market-economy-flash-cards

Organizational communication External links:

What is Organizational Communication? – Academia.edu
www.academia.edu/2987170/What_is_Organizational_Communication

Organizational Communication Jobs, Employment | Indeed.com
www.indeed.com/q-Organizational-Communication-jobs.html

Steven Gaffney – Organizational Communication Expert
www.stevengaffney.com

Hierarchical organization External links:

Based on hierarchical organization,order these terms …
brainly.com/question/1679805

Hierarchical Organization Flashcards | Quizlet
quizlet.com/18381416/hierarchical-organization-flash-cards

The Post-Hierarchical Organization – HBR Video
hbr.org/video/4711696145001/the-posthierarchical-organization

Product management External links:

2018 Product Management Bulletins
www.rma.usda.gov/bulletins/pm

5 Product Management Conferences Not to Miss
www.productplan.com/product-management-conferences

Product Management Training and Product Marketing …
www.pragmaticmarketing.com/courses

Bullwhip effect External links:

What is Bullwhip Effect? definition and meaning
www.investorwords.com/19010/bullwhip_effect.html

Bullwhip Effect Questions Flashcards | Quizlet
quizlet.com/23077386/bullwhip-effect-questions-flash-cards

The Bullwhip Effect and Your Supply Chain – Entrepreneur
www.entrepreneur.com/article/232953

International economics External links:

International Economics Ch.3 Flashcards | Quizlet
quizlet.com/90972765

International Economics | SAIS
www.sais-jhu.edu/content/international-economics

BEA International Economics Accounts
www.bea.gov/international/index.htm

Sales budget External links:

Why Is a Sales Budget Important? | Chron.com
smallbusiness.chron.com/sales-budget-important-60445.html

What is a sales budget? | Reference.com
www.reference.com/business-finance/sales-budget-be088436a76327ce

[XLS]Sales Budget – JaxWorks
www.jaxworks.com/Sales Budget.xls