Education and training for successful career in Big Data and Business Analytics Rameshwar Dubey and Angappa Gunasekaran Rameshwar Dubey is Professor at Symbiosis Institute of Operations Management, Constituent of Symbiosis International University, CIDCO, New Nashik, India. Angappa Gunasekaran is Professor at Charlton College of Business, University of Massachusetts Dartmouth, North Dartmouth, Massachusetts, USA. Abstract Purpose – The purpose of this paper is to identify Big Data and Business Analytics (BDBA) skills and further propose an education and training framework for a successful career in BDBA. Design/methodology/approach – The present study adopts a review of extant literature and appreciative enquiry (AI) which is a quasi-ethnographic approach to identify the skills required for BDBA. Findings – The study helps to identify skills for BDBA and based on extant literature and AI, proposes a theoretical framework for education and training for a successful career in BDBA. Further research directions are outlined which can help take the present research to the next level. Research limitations/implications – The paper presents a theoretical framework, but it has to be validated through empirical data. This research will generate a lot of interest to develop a more practical framework and conduct empirical and case study research. Practical implications – The present study has outlined skills for BDBA. The authors have also proposed a theoretical framework which can further help an educational or training institute to embrace the framework to train young undergraduates or graduates to acquire BDBA skills. It may also motivate an institution to structure their curriculum for a BDBA program. Social implications – This research is a timely one to develop necessary skills for being successful in BDBA career and in turn contribute to the well-being of business community and society. Originality/value – This research is a novel one as there is no research done earlier on this new and emerging areas of research, namely, education and training for BDBA. Keywords Appreciative inquiry, Framework, Big data and business analytics, Education and training Paper type Research paper 1. Introduction Received 16 August 2014 Revised 27 August 2014 Accepted 27 August 2014 PAGE 174 j In recent years “Big Data” and “Business Analytics” (BDBA) have attracted burgeoning interest among practitioners and academia due their immense potential (Waller and Fawcett, 2013). Chen et al. (2012) explored how the possible impacts of “Big Data” extend to all facets of business. A study conducted by IBM Institute for Business Value in collaboration with MIT Sloan Review revealed the importance of data to business leaders (LaValle et al., 2011). The subject has been embraced in special issues in leading journals including Harvard Business Review, MIT Sloan Review, MIS Quarterly, with more to follow from International Journal of Production Economics, International Journal of Production Research, International Journal of Operations and Production Management and many others. However, despite increasing contributions, the field is still in its infancy. Waller and Fawcett (2013), in their seminal paper, identified the need for blending Data Science, Predictive Analytics and Big Data (DPB) in supply chain network design. The power of “Big Data” has also found immense application in the Banking, Financial Services, and Insurance (BFSI) domain, health, sports and may other sectors (LaValle et al., 2011). Bean (2014) recently commented on corporate trends (“Big Data Fatigue?”; http://sloanreview.mit. edu/article/big-data-fatigue/) and the lack of proper understanding of “Big Data” among senior professionals who are gearing up for massive investment in “Big Data” analytics capability. INDUSTRIAL AND COMMERCIAL TRAINING j VOL. 47 NO. 4 2015, pp. 174-181, © Emerald Group Publishing Limited, ISSN 0019-7858 DOI 10.1108/ICT-08-2014-0059 Shah et al. (2012) questioned the investment policies of companies expecting significant returns on investment in Big Data, as this can be useless without appropriate training (Shah et al., 2012; Provost and Fawcett, 2013; Waller and Fawcett, 2013). However, most past studies revolved around applications of “Big Data” and its usefulness in various fields, with few examining the need for training to create a pool of talent who can work with “Big Data” (for an exception, see Waller and Fawcett, 2013). The objectives of our present study, derived from the discussions above, are: 1. to identify desired skills for “Big Data and Business Analytics”; 2. to propose a theoretical framework for education and training for BDBA; and 3. to outline further research directions. To address these, the next section of the paper discusses the importance of BDBA. The third section focusses on the need for education and training in BDBA. The fourth section presents a framework for education and training for BDBA. Section 5 discusses the framework and makes further recommendations. In our last section we conclude our study and outline our unique contribution, the managerial implications, limitations of our present research and further research directions. 2. Importance of BDBA BDBA is deļ¬ned as “an integration of data and technology that accesses, integrates, and reports all available data by filtering, correlating, and reporting insights not attainable with past data technologies” (APICS, 2012). According to the Department of Business-Innovation and Skills (2013), BDBA is an emerging phenomenon which reflects higher dependence on data in terms of growing volume, variety and velocity. BDBA has been identified as one of the critical differentiators for any organization (LaValle et al., 2011) and much attention has been paid to its impact on organizations’ values (Mithas et al., 2013; Sharma et al., 2014). Waller and Fawcett (2013) outlined possible opportunities in the field of supply chain management, and Chen et al. (2012) similarly outlined the possible applications of BDBA in predicting market behavior and further leveraging the associated opportunities. Other studies confirmed a positive relationship between BDBA and organizational performance (Anderson-Lehman et al., 2004; Davenport and Harris, 2007; Davenport et al., 2010; Wixom et al., 2013). Wixom et al. (2013) reported how a retailer maximized value from BDBA. Table I presents a non-exhaustive list of BDBA applications. Table I presents research claims that require further investigation. In spite of the growing popularity of BDBA, we propose that the critical challenge preventing organizations maximally exploiting “Big Data” and world class technology is lack of adequate skills. In our next section we will further discuss the pressing need for education and training in BDBA. Table I Some important applications of Big Data and Business Analytics (BDBA) References Applications of BDBA Langley (2014) Study conducted on logistic service providers suggested 97 percent of shippers and 93 percent of 3PLs feel that improved data-driven decision making is essential for future supply chain success BDBA can have major impact on supply chain network design and management Waller and Fawcett (2013) Tweney (2013) Study reveals that big retailers are leveraging Big Data to improve customer service, reduce fraud and implement just-in-time systems Wilkins (2013) BDBA can help in a manufacturing environment to improve quality, logistics, and order fulfillment cycle Kiron (2013) In operations management BDBA can be used for managing customer relationships and operations risk and improve production efficiency Davenport et al. In a retail environment real-time information leads to voluminous data that becomes unstructured when not properly (2012) managed, but with proper treatment can be used for predicting desired outcomes Manyika et al. (2011) BDBA can be useful to support global manufacturing and supply chain innovation by creating data transparency, improving human decision making and promoting innovative business model VOL. 47 NO. 4 2015 j INDUSTRIAL AND COMMERCIAL TRAINING j PAGE 175 3. Education and training in BDBA Waller and Fawcett (2013) advocated for change in the foci of research and education to meet the growing challenge of BDBA, while Shah et al. (2012) argued that skill availability for exploiting BDBA to enhance organizational value is a serious issue that needs urgent attention. In response to such calls we have identified the research objectives that form the core of our paper. Our first objective is to identify the skills required for BDBA professionals based on a review of the literature and through appreciative inquiry (AI) approach, which is a quasi-ethnographic perspective. 3.1 Methodology AI, termed a discipline of positive change, has evolved counter to dominant inquiry, a system which focusses on the negative. However, most critiques of the AI approach are based on potential bias due to the use of positive questions. Hence, we adopt a balanced approach which tries to identify both the positive and negative, and then search for ways to employ the positive to help transform the negative. AI involves four stages: discovering, dreaming, designing, and action. In the discovery stage the researcher attempts to unearth what is good in the seemingly bad situation. In the design stage a blueprint is prepared to guide participants toward the goal(s) dreamed in the previous phase; and in the action stage participant(s) execute the blueprint. In our present study, due to time constraints, we have included only three stages of AI in a quasi-ethnographic approach which reflects the microscopic view of data-richness embodied in full scale ethnographic studies. 3.2 Data collection We interviewed ten heads of business analytics for companies situated in Mumbai and the Pune region of Maharashtra, using Skype due to their busy schedules. They were initially reluctant to participate; however, when we explained our research objectives, they became excited and agreed to share their valuable time with us. We used probing questions to gain as much depth as possible. Using the principles of AI and ethnographic research, we engaged the respondents and attempted to uncover their true feelings, with more emphasis on the positive about their lives as BDBA professionals. The remaining sections of the present paper revolve around the framework set by the themes in the seven questions: 1. How do you feel about being a business analytics head? 2. What factors influenced you to become business analytics professional? 3. What are the various pros and cons of the business analytics field? 4. What is your opinion about “Big Data” and to what extent will “Big Data” impact the existing “Business Analytics”? 5. What are the skills required to be a successful professional in BDBA? 6. What is the current situation in terms of available talent in India for BDBA? 7. How can education and training help to solve the existing crisis of shortage of talent in BDBA? Direct responses from the participants constitute the bulk of the paper, alongside integration with the BDBA literature. 3.2.1 Likes and dislikes of BDBA profession. Almost every respondent answered this question. They all feel proud to be business analytics professionals, because it is highly demanding in terms of skill. They expressed that BDBA professionals are in great demand due to an acute shortage of skilled professionals. . In recent years, organizations have invested huge amounts in building BDBA capabilities. Concerns include the rapid evolution of data science, BDBA, making continuous training and skills updating vital for this profession, along with the shortage of skilled team members. All interviewees noted that most recruits in BDBA have insufficient skills to meet the growing needs of this fast-evolving profession. PAGE 176 j INDUSTRIAL AND COMMERCIAL TRAINING j VOL. 47 NO. 4 2015 “BDBA professionals are in great demand due to an acute shortage of skilled professionals” 3.2.2 Skills required for business analytics profession. All interviewees responded to this question, feeling that their IT skills blended with communication skills helped them to enter into this profession. Second, their passion to read and explore further has helped them to grow faster. However, some of them further indicated that these skills are not enough where data were voluminous and unstructured. They also feel that they do not have an exact solution for these challenges. 3.2.3 Pros and cons of business analytics field. This question asked BA heads to delineate their profession from others. However, they responded positively, stating that like all professions, it has pros and cons. However, it is very challenging and satisfying for those people who love to explore from data, while those who do not may dislike the profession as it involves minimum interaction with other professionals in the same organization. 3.2.4 Big Data and impacts of Big Data on existing business analytics. In contrast to the previous questions, when we asked the professionals’ opinions about “Big Data,” most of them had no clear answer. Some stated that “Big Data” is a recent concept which is likely imminently to impact the way “Business Analytics” is performed. However, some of them also expressed concerns toward voluminous data, indicating that it may lead to faulty interpretation of existing voluminous data. We tried to explore perspectives on “Big Data” further, however, participants were reticent as they feel that the concept is still in its infancy and their organizations need more time to analyze and understand the application of “Big Data.” 3.2.5 What are the skills required to be successful BDBA professionals?. This question forms the core of our paper. We attempted to engage our participants so that they would express their original opinions about this question. Most indicated that IT skills supported by communication and analytical skills are very important. Some even suggested that operations research and a background in statistics are really important for success in the BDBA profession. However, most of these professionals were not highly conversant with the use of the nascent concept of “Big Data” and thus can be categorized, based on capabilities, as “aspirational” (LaValle et al., 2011). Therefore, to further understand the skills required by BDBA professionals we looked to extant literature (e.g. Chen et al., 2012; Waller and Fawcett, 2013). Most of the skills identified are technical (hard) skills, as classified in Table II. Hard skills. Rao (2014) attempted to define hard skills as domain knowledge or technical skills which are important for successful execution of the task. We have identified hard skills based on extant literature and AI as outlined in Table II. Soft skills. Soft skills represent individuals’ attitudes and communication skills, leadership ability and passion for excellence that Rao (2014) defined as most important for successful performance. Despite this, soft skills are often ignored, sometimes resulting in failure. We have outlined the relevant soft skills based on extant literature and our AI as outlined in Table II. The role of education is regarded as critical for building hard and soft skills among BDBA profession aspirants. 4. A framework for education and training for BDBA The basic premise of our theoretical framework (see Figure 1) comprises three elements: education, BDBA skills, and demographic profile (age, gender, educational background, etc.). The right kind of education is critical to skill development and its effectiveness depends upon the training pedagogy (Katharaki et al., 2009). Here, it could be formal (i.e. university or college-based education) or non-formal (i.e. distance education, e.g. through webinar, Skype or video conferencing) depending upon the learners and their requirements. In our model we have identified training as a moderating variable, and controlled for the demographic profiles of the learners to further account for differences in learning ability. VOL. 47 NO. 4 2015 j INDUSTRIAL AND COMMERCIAL TRAINING j PAGE 177 Table II BDBA skill set Hard skills Soft skills Statistics Forecasting Optimization Quantitative finance Financial accounting Multivariate statistics Multiple criteria decision making Marketing Research methods Finance Leadership ability Team skills Listening skills Learning Positive attitude Communication skills Interpersonal skills Patience Passion Note: Authors own compilation Figure 1 Education and training framework for BDBA skills Demographic profiles (age, gender, educational qualifications) Training Formal Education Informal Education Hard Skills Soft Skills The building blocks of our conceptual framework (Figure 1), based on review of extant literature and our AI, are further explained as follows. Formal education Refers to education offered through conventional teaching universities or colleges where there is direct interaction between instructors and learners. Here, we assume a direct linkage between formal education and hard and soft skills, as shown in Figure 1. Informal education Informal education is as old as humanity, but has received increasing attention in recent years. Compared to formal education it is highly flexible as the learning pace is adjusted to the pace of learners. In our conceptual framework we have assumed a direct linkage between informal education and hard and soft skills for BDBA. PAGE 178 j INDUSTRIAL AND COMMERCIAL TRAINING j VOL. 47 NO. 4 2015 Training Most literature has used education and training interchangeably; however, Cross (1996) clearly differentiated between them. Education can be measured by tenure of learning whereas training is about building skills. If education is not supported by proper training, the learning outcome may not translate into desired skills. Here we have assumed that the impact of education is moderated by appropriate training. Demographic profiles In our assumptions we have controlled for the age, gender and educational qualifications of the learner. This will further help us to understand differences in learning attitudes. 5. Discussion The proposed theoretical framework (Figure 1) shows how education, moderated by appropriate training, can help to build the skills necessary for BDBA. To further generalize the outcome, we have identified demographic variables as confounding variables to avoid compromising the internal validity of the proposed framework. The education must be formal and informal, which depends upon the needs of the learners. Formal education modules must be designed for young graduates and undergraduates; informal education modules must be distinct from these and will depend on adult learners’ requirements. However, these assumptions are based on our pragmatic approach. The conceptual framework needs to be empirically tested. 5.1 Recommendations We have outlined our recommendations based on preceding discussions: 1. In order to successfully impart identified BDBA skills (see Table I), there is a need to revamp our existing education system. 2. The education system must take care of the needs of the learners. Hence it is recommended to have both formal and informal education systems. 3. Effective training moderates the learning outcome. We need to analyze the proper fit between education and training to improve the effectiveness of the learning outcome. 4. The education and training mix must be designed according to the learners’ backgrounds: age, gender and educational backgrounds may differently impact the soft and hard skills of aspiring BDBA professionals. 6. Conclusions “Big Data and Business Analytics” has immense potential to increase organizational value, provided that we have enough talent with sufficient hard and soft skills to meet the BDBA challenge. In this paper an attempt has been made to understand the skill set required for a successful career in BDBA. Although the subject has attracted burgeoning interest from academia and practitioners in recent years, hardly any literature, with the notable exception of Waller and Fawcett (2013), has focussed on the skills set required for a successful career in BDBA. We have attempted to extend previous work using AI to identify the skills required to excel in the BDBA profession. We have classified our analyses into two broad skills sets; first, hard skills, where most of those identified corroborate the skills identified by Waller and Fawcett (2013). Second, soft skills, which we derived using an AI approach supported by extant literature (e.g. Chen et al., 2012). Overall, we have attempted to answer pending calls of eminent scholars for education and training for BDBA (Chen et al., 2012; Waller and Fawcett, 2013). In response to “The education system must take care of the needs of the learners” VOL. 47 NO. 4 2015 j INDUSTRIAL AND COMMERCIAL TRAINING j PAGE 179 this pressing need, we have attempted to develop a theoretical framework for education and training for BDBA. However, the proposed framework needs to be examined using survey data. 6.1 Limitations of present study In the present research, we have used a qualitative research approach, which may answer “what?” and “why?” but cannot establish causal relationships. AI is a quasi-ethnographic method with its own limitations. The technique involves positive discussion. Although we took utmost care to eliminate bias, full-scale ethnographic studies are recommended to fully investigate relationships in Information and Operations Management studies. Further, we derived our framework based on our literature review and AI outcomes, but did not include organizational culture or institutional drivers. It has become very important to understand these to further explore the intention of an organization to embrace BDBA. 6.2 Further research directions We can see how BDBA can be very useful for an organization to enhance its values. However, there remain immense opportunities to study the skills gap in BDBA. Further research directions include: 1. Education and training for successful careers in BDBA could be addressed through a Special Issue of a leading journal such as Industrial and Commercial Training. 2. The present study can be extended to include additional factors like leadership, country culture, government support and institutional drivers to further understand the impact of education on creating BDBA skills among aspiring professionals. 3. To further explore the BDBA field, an interpretivist approach may help researchers to explore the antecedents of the likes and dislikes of BDBA professionals, while a positivist approach using survey methods can further help to establish causal relationships. 4. Impacts of BDBA on supply chain network design and its performance may be explored. 5. The role of BDBA can further be explored in forecasting demand of short PLC products in highly uncertain environments. 6. Empirical research can be conducted to predict the buying behavior of customers for any product, further helping to provide the missing link in forecasting science. 7. A study can be conducted on match and mismatch between learning ability and BDBA skills. This can further help to design an appropriate education and training framework for specific learners. 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Lycett, M. (2013), “‘Datafication’: making sense of (big) data in a complex world”, European Journal of Information Systems, Vol. 22 No. 4, pp. 381-6. Nagle, T. and Sammon, D. (2014), “Big data: a framework for research”, in Phillips-Wren, G. et al. (Eds), DSS 2.0-Supporting Decision Making with New Technologies, Vol. 261, IOS Press, pp. 395-400. Corresponding author Professor Angappa Gunasekaran can be contacted at: agunasekaran@umassd.edu For instructions on how to order reprints of this article, please visit our website: www.emeraldgrouppublishing.com/licensing/reprints.htm Or contact us for further details: permissions@emeraldinsight.com VOL. 47 NO. 4 2015 j INDUSTRIAL AND COMMERCIAL TRAINING j PAGE 181