COURSE SYLLABUS. Please Note: Any reference to I is a pronoun for the course designer, Dr. Mike Lohle.

Transcription

1 University of Bridgeport The Ernest C. Trefz School of Business MGMT 548 6W1/TCMG 549-6W1 Business Intelligence and Decision Support Systems Fall, 2015 Wednesdays, 6:15 8:45 PM Dr. Mike Lohle, Office Hours: Mondays, 2:00 3:00 PM Wednesdays and Thursdays, 5:00 6:00 PM COURSE SYLLABUS Please Note: Any reference to I is a pronoun for the course designer, Dr. Mike Lohle. Course Description If information is business lifeblood then business intelligence (BI) is its beating heart, ensuring actionable information reaches everyone who needs it throughout the enterprise. With business analytics, big data and cloud BI exploding in the marketplace professionals should understand BI to help their enterprises harness the power of their data. This is the course I wish I had when I started in the field, an immersive, fourteen week BI boot camp where students submit interim, mid term and final papers and personal reflections to prove their content mastery. I ve added additional topics and cases from experience to compliment Cindi Howson s excellent text, a text written for managers grappling with how to leverage their enterprise data to generate positive results. Learning Outcomes Students will leave this course with a working knowledge of: BI Business Drivers and Context BI Conceptual Solution Architecture The Relationship Between BI and Business Analytics Information Delivery Tools BI Delivery and Success Measures Executive Support, Culture and Effective Business-IT Partnership Data Architecture, Data Governance and Master Data Management BI User Adoption and Training Agile and Iterative BI Development Approaches Enterprise vs. Local BI BI Trends Consulting Skills Course Textbook: Howson, C. (2014). Successful business intelligence: Unlock the value of BI and big data. New York. McGraw Hill Education. ISBN: University of Bridgeport 1 MGMT 548-6W1/TCMG 549-6W1

2 COURSE REQUIREMENTS Class Attendance, Punctuality and Participation: Attendance at each class session is expected. Students must be on time for class. Each week, you will be evaluated on these three dimensions for a total of 100 points: Present, 33 points On Time, 33 points Class Participation, 34 points. Students will only be afforded one excused absence or late arrival for the semester unless consideration is required for special circumstances. As a UB policy, it is expected that each student that attends one hour of classroom instruction will require a minimum of two hours of out of class student work each week for approximately fifteen weeks for one semester. Academic Honesty: Cheating and plagiarizing means using the work of others as your own and is unacceptable. Several times during the semester I will review how plagiarism will be evaluated. If I catch you cheating or plagiarizing you will fail the assignment. A second offense will result in an F grade for the course. Also, research papers must be completed independently, you cannot collaborate with others or leverage their previously submitted papers as a foundation for your own and doing so will be considered plagiarism. In addition, students may not reuse research they have previously submitted for another class. All assignments must be submitted via Canvas. Written assignments should be typed and double spaced using 12 point Times New Roman font and cover sufficient length to address the homework assignment s requirements. Deadlines and Late Policy: Canvas assignments close at the beginning of the session they are due. Grades for assignments turned in a week late will be penalized a half-letter grade, assignments turned in up to two weeks late will be penalized a full letter grade; assignments will not be accepted two weeks or more after the due date. Such assignments, as well as assignments that are not turned in at all, will receive a 0 grade. Since students must submit materials using Canvas for Turnitin review, if late submissions are requested the students will send their submission to me via Canvas and I will process it via Turnitin. The Use of Portable Devices is Prohibited. Students must turn off and stow all personal devices (laptops, phones, tablets, etc.) during class. University of Bridgeport 2 MGMT 548-6W1/TCMG 549-6W1

3 Assignments Research Papers Students will submit five interim research papers, one mid term research paper and one final research paper. Interim Research Paper Specifications For the first interim research paper students will select one topic that interests them from sessions 1 2. For the second interim research paper students will select a topic that interests them from sessions 3 4. For the third interim research paper students will select one topic that interests them from sessions 5 8. For the fourth interim research paper students will select one topic that interests them from sessions For the fifth interim research paper students will select one topic that interests them from sessions Minimum Required Length: 5 pages Minimum Required References: 3 references Reference Citation Format: APA 5th Required Outline: Introduction Findings Conclusions Recommendations Lessons Learned Reference List. Notes: Idea paragraphs are not required for interim research papers (see the mid term and final research paper specifications section for more details on idea paragraphs). The title page and reference list do not count toward the length requirements. Students must submit five pages of original content. Since these interim research papers are short students should not attempt to cover more than one topic. Students cannot include the Howson book on their reference list for these interim research papers. University of Bridgeport 3 MGMT 548-6W1/TCMG 549-6W1

4 Mid Term and Final Research Paper Specifications For the mid term research paper, students will select one topic that interests them from sessions 1 7. For the final research paper, students will choose one topic that interests them from sessions Notes: The title page and reference list do not count toward the length requirements. Students must submit fifteen pages of original content. Since the mid term and final research papers are longer and require more depth than the interim research papers, students are welcome to cover more than one topic if that interests them and is reasonable. Students cannot choose a topic they covered in their interim research papers for either their mid term or final research papers. Students cannot include the Howson book on their reference list for either the mid term or final research papers. Minimum Required Length: 15 pages Minimum Required References: 10 references Reference Citation Format: APA 5th Required Outline: Introduction Findings Conclusions Recommendations Lessons Learned Reference List. For the mid term and final research papers, students will submit two research paper idea paragraphs consisting of 4 5 sentences, one for the mid term research paper and one for the final research paper, several weeks prior the submission date and I will review and approve their ideas. While students will not have covered all the material specified in the course summary detail section of this syllabus by then, they must consider all material up to the submission date when choosing a topic. University of Bridgeport 4 MGMT 548-6W1/TCMG 549-6W1

5 Important: Research papers must consist of your work. If I conclude that you have worked with other students in writing your paper, have leveraged other students previously submitted work or work you have previously submitted for other classes, I will consider you guilty of plagiarism (see the section on academic honesty for details). The evaluation rubrics for research papers are included on the next two pages. Regarding the Research Paper Evaluation Rubric Evaluation dimensions 3a and 5a on the following research paper rubric refer to the interim research papers required number of references and length while dimensions 3b and 5b refer to same for the mid term and final research papers. University of Bridgeport 5 MGMT 548-6W1/TCMG 549-6W1

6 Research Paper Grading Rubric. Use this rubric as a checklist when writing and proofreading your papers. It depicts how I will evaluate your submission. A fail evaluation for dimensions 1 5 results in a grade of 59 for the submission. Note: For dimensions 1 and 2, a second offense results in a failure for the course. Note: A conclusion that a student has plagiarized is not taken lightly. The instructor will evaluate papers with Turnitin Similarity Ratings of 25% or higher on an individual basis. Note: The instructor will evaluate dimension 2 using Turnitin. All papers will be reviewed for this dimension regardless of their similarity rating. 3a. Interim Research Papers, Number of References Pass Fail 3b. Mid Term and Final Research Papers, Number of References Pass Fail 3 or more references. Less than 3 references. 10 or more references. Less than 10 references. 5a. Interim Research Papers, Length Pass Fail 5b. Mid Term and Final Research Papers, Length Pass Fail 5 pages or more. Less than 5 pages. 15 pages or more. Less than 15 pages. This rubric is continued on the next page. University of Bridgeport 6 MGMT 548-6W1/TCMG 549-6W1

7 A fail evaluation on dimensions 6-7 results in a 10 point reduction. For dimension 8, full credit for each dimension = 20 points for a total of 100 points. University of Bridgeport 7 MGMT 548-6W1/TCMG 549-6W1

8 Personal Reflections Each week, students will submit a personal reflection via Canvas about the topics covered in that week s session following the outline below. The purpose of this exercise is to affirm students are actively engaging with and learning from the material. These personal reflections are similar to quizzes and provide the opportunity for students to practice critical thinking and writing. Notes: Throughout the semester I will share good articles about BI and ask students to reflect on them in their personal reflections. I will provide announcements, links and other relevant information in the appropriate reflection assignments as relevant. Students must include specifics to support their points. This is a key evaluation dimension in the personal reflection rubric. Here are the specifications for our weekly personal reflections: Minimum Required Length: Three paragraphs Vehicle for Submission: Relevant Canvas assignments Required Outline: Lessons learned from this week s class Biggest takeaway from this week s class Surprise(s) from this week s class. The evaluation rubric for personal reflections is on the next page. University of Bridgeport 8 MGMT 548-6W1/TCMG 549-6W1

9 Personal Reflection Grading Rubric. Use this rubric as a checklist when writing and proofreading your papers. It depicts how I will evaluate your submission: A fail evaluation for dimensions 1 and 2 results in a grade of 59 for the submission. A fail evaluation for dimension 3 results in a 10 point reduction. For dimension 4, full credit for each dimension = 20 points for a total of 100 points. 4. Content Evaluation English Grammar Message Clarity Message Specificity Reflection Content Relation to Course Materials The writing exhibits Master's level English skill. The reflection conveys a clear message. The reflection avoids generalities and includes specific examples. The content exhibits a clear understanding of the course materials. The material directly relates to the course materials. University of Bridgeport 9 MGMT 548-6W1/TCMG 549-6W1

10 Course Schedule Summary This grid depicts our schedule for assignments and deliverables. Specific components are also confirmed in the course summary detail section of this syllabus: Interim Research Papers Mid Term and Final Research Paper Idea Paragraphs Mid Term and Final Research Papers Session Date Session # 8/26/ /2/ X 9/9/ X X 9/16/ X X 9/23/ X X 9/30/ X 10/7/ (Mid term) X X 10/14/ X 10/21/ X X 10/28/ X 11/4/ X X X 11/11/ X 11/18/ X X 11/25/2015 NO CLASS!! 12/2/ X X 12/9/2015 NO FINAL!! X X = Deliverable Assigned X = Deliverable Due Weekly Reflections Please Note: Deliverable assigned dates confirm those dates when I will assign class deliverables. Deliverable due dates confirm the due date for assignment submission. In the course schedule detail section of this syllabus, assignment submissions are confirmed during the week leading up to these due dates to ensure students deliver on or before the date that deliverables are required. University of Bridgeport 10 MGMT 548-6W1/TCMG 549-6W1

11 Course Grading Attendance, Punctuality and Participation 15% Interim Research Papers 25% Personal Reflections 30% Mid Term and Final Research Papers 30% Total 100% The following letter grades correspond to the Trefz School of Business standard grading criteria: Letter Grade Range A A B B B C C C D D D F Below 60 English Proficiency and Message Clarity English is UB s standard language. Since this is a master s level course I expect your level of English proficiency and message clarity to be comparable with what one would find in a workplace where English is the standard language. A critical success factor will be my ability to understand your message. I will provide feedback using videos that offer an opportunity to practice your understanding of English. I will also evaluate the English proficiency in your presentations and written work. If you are comfortable with English, I still strongly suggest investing sufficient time to proofread and/or practice to ensure your message is clear and error free. If you are not comfortable with English I urge you to procure assistance from the Academic Resource Center for your written submissions. Course Environment Many students are surprised with the high level of interaction I invite and expect in my classes. This class is a safe environment where you should feel empowered. Moreover, this is dense material so I urge students to ask questions. I expect all students to actively engage and will track that participation in your weekly class participation grade. University of Bridgeport 11 MGMT 548-6W1/TCMG 549-6W1

12 COURSE SCHEDULE DETAIL Session 1 8/26/2015 Syllabus Review How to write a resource paper and how plagiarism will be evaluated Introduction to BI and Big Data BI product discussion: Harvest Trends Videos: o Cindi Howson on the BI Scorecard o Relational Database Concepts Read Howson chapters 1 and 2 Session 2 9/2/2015 Sample BI Architecture Online Transaction Processing (OLTP) and Online Analytical Processing (OLAP) Enterprise Resource Planning (ERP) Conceptual Architecture Key BI Concepts and Components Data Warehouses and Data Marts Data Normalization and Denormalization Data Extract SQL vs. Graphical User Interfaces (GUIs) Cloud BI Analytic Appliances Data Loading and Database Tuning Big Data Concepts and Big Data Technologies The Next Generation Analytic Ecosystem Video: A Practical Approach, Building a Big Data Landscape, Joe Caserta, President and CEO, Caserta Concepts Read Howson chapter 3 Submit your first interim research paper University of Bridgeport 12 MGMT 548-6W1/TCMG 549-6W1

13 Session 3 9/9/2015 Self Service BI, Business Query and Reporting Tools Report Formatting Ad Hoc vs. Predefined Reports The Semantic Layer Visual Data Discovery vs. Business Query Dashboards Scorecards Production Reporting Mobile BI Online Analytical Processing (OLAP) Revisited BI and Microsoft Office Important BI Applications Videos: o SAP Business Objects Crystal Reports o IBM Cognos Business Intelligence o SAP Business Objects Universe and Report Design Read Howson chapter 4 Submit the mid term research paper idea paragraph Session 4 9/16/20215 Defining BI Success BI s Impact on Business Performance Justifying Success o Net Present Value o Return on Investment BI Usage Tracking and User Adoption Cost/Benefit Analyses (CBAs) for o Data Mart Projects o Dashboard Projects Read Howson chapter 5 University of Bridgeport 13 MGMT 548-6W1/TCMG 549-6W1

14 Submit your second interim research paper Session 5 9/16/2015 BI Responsiveness Cases of Opportunity and Luck Cases of Local Innovation Cases of Frustration Cases of Threats BI Effectiveness Over Time A Context for BI Evaluation Videos: o MicroStrategy Overview o Tibco Spotfire Overview o QlikView Overview o Tableau Desktop Overview Read Howson chapter 6 Session 6 9/30/2015 Cultural and Organizational Aspects for Successful BI BI Executive Sponsorship Getting and Keeping Executive Buy-In Demonstrate Small Successes Managing Expectations Exploit Frustration, Evolve and Engage Culture: Valuing Data and Technology Hiring The Right People Effective and Ineffective BI Sponsors Videos: o Oracle PL/SQL Overview o Informatica Overview Read Howson chapter 7 Submit your mid term research paper University of Bridgeport 14 MGMT 548-6W1/TCMG 549-6W1

15 Session 7 10/7/2013 The IT and Business Relationship The Myers-Briggs Personality Type Indicator (MBTI) Incentives Hybrid Business-IT People Partnering for Effective BI Different Perceptions of Partnership The Impact of Partnership on BI Success Effective Business and IT Alignment Examples of BI Demand Management The Demand-Assessment-Release Planning Process A BI Strategic Business Alignment Framework The Importance of Architectural Flexibility The BI Step Diagram Home Work: Read Howson Chapter 8 Session 8 10/14/2015 Data Architecture Data Quality Data Governance A Sample BI Testing Process Data Quality Break Fixes Quality Assurance Rigor Data Quality Expectation Management and Assessment The Source Data Maze Legacy BI Decommissioning Master Data Management (MDM) Surrogate Keys Data Refresh Frequency Decision Latency Change Data Capture (CDC) Read Howson chapter 9 University of Bridgeport 15 MGMT 548-6W1/TCMG 549-6W1

16 Submit the third interim research paper Session 9 10/21/2015 BI Relevance, User Adoption and User Acceptance Testing (UAT) Sample BI Help Desk Value Proposition BI Pilots and Soft Launches Pre-UAT Tests Incentives Revisited Personalization and Security The BI User Access Pyramid Requirements Driven BI Making Big Data Relevant Videos: o Geospatial Big Data o Geographical Information Systems Read Howson chapter 10 Session 10 10/28/2015 BI Configuration Management Waterfall, Iterative and Agile Project Management (PM) The Most Effective PM Methods for Different BI Modules Inserting Your Chosen Delivery Method into the PMI s PMBoK A Sample BI Systems Development Life Cycle (SDLC) Placing BI Logic in the Extract, Transformation and Load (ETL) Placing BI Logic in Dashboards or Reports Coping with BI Vendor Upgrades The Ad Hoc Conundrum BI Project Performance Read Howson chapter 11 Submit your fourth interim research paper Submit your final research paper idea paragraph University of Bridgeport 16 MGMT 548-6W1/TCMG 549-6W1

17 Session 11 11/4/2015 Departmental, Enterprise and Hybrid BI Shared vs. Locally Dedicated BI Resources The Business Intelligence Competency Center (BICC) Sample BI Roles A Sample BI Responsibility Assignment Matrix (RACI) The Tragedy of the Commons, the Prisoner s Dilemma and BI Organizational Design Examples BI Delivery Models vs. Organization Charts Implementing a Sample BI Delivery Model Read Howson chapter 12 Session 12 11/11/2015 BI Tool Selection BI Front End Tools, the BI Technology Stack and BI Standards Data Scientists and Business Analytics Tools BI User Segmentation Decisions, Value, Volume and Predictability BI and Job Level, Function and Context Data Literacy and Profiling Technical Literacy User Demographics and their Impact on BI Adoption Managing Spreadsheet Use Successful BI Modules Satisfying Frustrated BI Users Videos: o In Memory Processing Overview o IBM s Netezza Data Warehouse Appliance o Machine Learning Overview o Tableau vs. Excel Read Howson chapter 13 Submit the fifth interim research paper University of Bridgeport 17 MGMT 548-6W1/TCMG 549-6W1

18 Session 13 11/18/2015 BI s Impact on Business Innovation The BI Innovation Lab The Phases of BI Promotion A Sample Business Intelligence Strategy, Vision and Components From Technical Talk to Business Benefits BI Taglines Sample BI Application Names that Endured Sample BI Product Names Used for BI Applications Sample BI Promotional Media Developing BI Team Esprit Key Topics for Successful BI Standard and Custom BI Training BI Knowledge Bases Data Visualization Read Howson chapter 14 Submit your final individual research paper No Class 11/25/2015 Session 14 12/2/2015 Thanksgiving Top BI Innovation Priorities Evaluating BI Technology BI Search and Text Analytics Collaboration Microsoft Integration Hadoop and the Future of the Data Warehouse Privacy and Big Data The BI Maturity Model A Consulting Skills Primer University of Bridgeport 18 MGMT 548-6W1/TCMG 549-6W1

19 No Class Finals Week 12/9/2015 No office hours will be held during finals week. University of Bridgeport 19 MGMT 548-6W1/TCMG 549-6W1

20 Reference List [AnalyticsZone]. ( ). IBM Cognos business intelligence. [Video File]. Retrieved from Caserta, J. [Caserta Concepts]. ( ). A practical approach: Building a big data landscape [Video File]. Retrieved from Dalkir, K. (2011). Knowledge management in theory and practice (2 nd Ed.). Cambridge. MIT Press. [DigitalGlobe]. ( ). Geospatial big data [Video file]. Retrieved from [Evonne64]. ( ). What is gis? Video produced by ESRI [Video file]. Retrieved from Gillies, A. [DSCallards]. ( ). SAP Crystal Reports solutions empowering your users driving success. [Video File]. Retrieved from Glasser, M. [Prescott Computer Guy]. ( ). Relational database concepts [Video file]. Retrieved from [GoGeeko]. ( ). Beginners Informatica 9x etl tool overview tutorial [Video file]. Retrieved from: Hoffman, M. [MicroStrategyKnowHow]. ( ). Visual Insight based on the new MicroStrategy analytics platgform [Video File]. Retrieved from Howson, C. (2014). Successful business intelligence: Unlock the value of BI and big data. New York. McGraw Hill Education. ISBN: Harvest Trends Website. Harvest Trends, n.b. Web. < [Jay Nagy]. ( ). Netezza Overview Software and services offered by N2N, Inc. IBM business partner [Video file]. Retrieved from Keiser, M. [LiveIntent Video]. ( ). What the heck is machine learning anyway? [Video file]. Retrieved from University of Bridgeport 20 MGMT 548-6W1/TCMG 549-6W1

21 Rajan, C. [Oracle Coach]. ( ). PL1 PL SQL tutorial introduction to PL SQL programming [Video file]. Retrieved from 73sf9gdydy [SAPSchool]. ( ). Introduction to SAP Business Objects (BO / BOBJ). [Video File]. Retrieved from [Tableau Software]. ( ). Tableau desktop product tour [Video file]. Retrieved from VvvLEK34KnV&index=3 [Tableau Software]. ( ). Tableau vs. Excel [Video file]. Retrieved from [Tibco Spotfire]. ( ). TIBCO Spotfire analytics [Video file]. Retrieved from [The Bloor Group]. ( ). Need for speed: How in-memory changes everything [Video file]. Retrieved from [Qlik]. ( ). QlikView product tour [Video file]. Retrieved from University of Bridgeport 21 MGMT 548-6W1/TCMG 549-6W1