Reveal disconnects between accounting and
operations management
– be highly competitive and create great returns
Performance Management Institute, Inc. (PMI) enables companies to implement internal controls through Accounting 3.0, creating mature measurement, reporting, and accountability systems to survive and thrive in today's market.
Accounting 1.0: Standard Financials with GAAP compliance
Finance Function is a cost center. Sarbanes-Oxley compliance required.
Accounting 2.0: Standard Financials enhanced with ERP, Performance Management Metrics, Balanced Scorecard, Baldridge, Six Sigma, Lean, Business Intelligence and Data Warehousing, etc.
Financial Services are a cost center. Sarbanes-Oxley compliance required.
Accounting 3.0: Standard Financials form a foundation for the people being measured to be engaged in building and continually improving a measurement, reporting and accountability system that is self-managing.
Financial Services are a profit center. Creates Sarbanes-Oxley over-compliance .
Our methodology and tools provide the CEO and CFO with internal controls that enable their senior leadership and the entire team to collaboratively solve business problems.
By zeroing in on key decisions and actions that affect both profit and cash, everyone can prioritize on the most crucial drivers, and focus their teams on leveraging those drivers to deliver specified results.
The PMI approach also allows scaling to be done more easily as new management is brought on, because staff business acumen has gone from informal personal wisdom to a formal business resource.
Applying the core logic of business math*
to building
thriving businesses and satisfying workplaces
* The mathematical relationship of property, contract, and cash in the bank - to each other and all the organizational decisions and actions
Compensation Approach: Comprehensive Measurement System Audit at delivery cost. Profits paid from measured new money. Two reference client cases created returns of 10-30x in 6-12 months. $ Results projectable within 30-90 days of launch events in both cases.
For Enterprises, Divisions and Community Benefit Organizations from $10 - 500m:
- Discovery Process Deck - pdf slide show
- Commercial Enterprise Case
- Critical Medical Services Case - OBI
- Integral Operations Finance Toolkit
CEO Reality CheckTM†:
- KPI Matrix pdf slide show
- PMI Reality Check - pdf slideshow
- Kremer/Hood Performance Measures Assessment - pdf
- Measurement Maturity Assay - pdf form
- Leadership Capacity Assessment - pdf
- CEO/COO Organization Design and Performance Management Inventory
- Non Financial Business Person Survey
- documents-for-download/finprofself-assessment.pdf
For Emerging Companies and Start-ups to Build a Compelling Business Case for Financing:
- Pro Forma Magic Deck - pdf slideshow
- Pro Forma Magic Story
- Enterprise Readiness Checklist
- Material Assumptions Index
Accounting for Success, P.C., Denver, CO:
Background, Vision, and Philosophy:
- PMI Pivotal Fact Backgrounder
- PMI’s Over Half-Century Historical Context
- Where Does Wealth Come From?
- A Nation of Businesspeople - Dear Mr. President
- Proposal for Creating a High-Performance, Collaborative Culture Manual - pdf



