Syllabus and Course Description Fall Semester of the Academic Year of 2012 Course Title:(Chinese) 商業智慧 (English) Business Intelligence Department/ Institute of Business Institute and Management Permanent Course IBM ID Instructor: Sule Balkan Year of Students (for undergraduate courses) Required competence or courses that must be previously taken by students: Graduate standing, English Competency, Basic knowledge of Business and Economics Credits 3 Required/ Elective Elective Course Overview: This course focuses on business intelligence (BI), which is a broad category of technologies, applications, and processes for gathering, storing, accessing, and analyzing data to help its users make better decisions. BI can help organizations in strategic and operational decision making by improving corporate performance management, optimizing customer relations, monitoring business activity, and traditional decision support (Negash, 2004). This course explores BI at both the micro and macro levels. At the micro level, the development of individual applications is covered. At the macro level, implementing BI enterprise-wide is investigated. Business Intelligence services based on data mining techniques of data capture, cleansing, validation, storage and analysis help decision makers improve the timeliness and quality of inputs to the decision process. Course Objectives: This course provides a thorough understanding of the concepts of managing data resources and the development of business intelligence capabilities using data visualization, data warehousing, data mining, online analytical processing (OLAP), decision support systems (DSS), and other business intelligence (BI) topics. After successful completion of class students will Build a deep understanding of how organizations build sustainable competitive advantage with IT Understand the newly evolving BI technologies such as, data warehousing, data mining, and business performance measurement Know how to develop a business case of introducing new BI competencies within an organization Be able to integrate BI into business processes and decision-making within your responsibilities Identify the information needs of business processes and choose the right metrics as their performance measures Make use of BI systems for implementing business strategy Textbook and other reading Turban, Sharda, Delen, King “Business Intelligence: A Managerial Approach”, publisher: Pearson, 2nd Ed. 2011. ISBN 9780136100669 Subscription to Information Management free online newsletter Ayres, Ian. Super Crunchers: Why Thinking-by-Numbers Is the New Way to Be Smart ISBN: 978-0-553-80540-6 Copyrighted Readings: 1. “Data, Data Everywhere: A special report on managing information”, The Economist, February 27th 2010 2. "Competing on Analytics." Davenport, Thomas H. In HBR OnPoint, Case No. 3005. Published 01/01/2006, Harvard Business School Publishing, (12 pages). 3. "Right Away and All at Once: How We Saved Continental." Brenneman, Greg. In Harvard Business Review, Case No. 98503. Published 09/01/1998, Harvard Business School Publishing, (11 pages). 4. “What is Strategy?” Porter, Michael E. In Harvard Business Review, Case No. 4143. Published, Nov-Dec 1996, Harvard Business School Publishing, (20 pages) 5. "Diamonds in the Data Mine." Loveman, Gary W. In Harvard Business Review, Case No. R0305H. Published 05/01/2003, Harvard Business School Publishing, (8 pages). 6. Online Marketing at the Big Skinny Free Resource Readings (provided by the instructor): 1. “Continental Airlines Takes Off with Real-time Business Intelligence”, Teradata University Network. 2. “Seven Simple Rules for Successful Real-time BI”. 3. “Making IT Matter: A Manager’s Guide to Creating and Sustaining Competitive Advantage with Information Systems.” Piccoli, Gabriele. The Center for Hospitality Research, Cornell University. 4. “Harrah’s High Payoff from Customer Information”, Teradata University Network. 5. “Data Mining Primer” Zaima, Arlene (Teradata Corp.) Course Contents Hours Remarks Description of Course Details: Case Discussions: Professor will facilitate discussions to address questions raised from the case studies, with students doing most of the conversation. Readings and discussion questions appear in this document. (See “How do you prepare for class?” and “Readings, presentations, and discussion questions” below). In order to ensure classroom contributions, weekly quizzes will be conducted at the beginning of the class. Students have to come to the class well prepared and ready to discuss the topics. Lectures : Portions of class sessions will be devoted to traditional “lectures” and discussions around concepts, frameworks, and models that may be applied to a real-life situation described in the case study. Hands on Exercises: Portions of a few class sessions will be devoted to technologies that underlie BI systems – data warehousing, data mining, business process management – including hands-on computer use to further the understanding of concepts introduced in the class. Student Presentations/Discussions: Student teams will be asked to make a presentation in front of the class to provide a deeper understanding of a topic or to illustrate relevance of the topic to real-life situations. Homework assigned will mainly consist of preparing such presentations. In-class Work: Students will be asked to work individually or in teams on topics of the day, do problem solving, generate ideas, write short answers to questions, etc. Weekly Case write presentations/Quizzes: 150 points (10 points each) Multiple Choice Quiz from the readings that will be discussed that day. If you will be absent from the class please provide proper documentation. Homework and Assignments: 150 points: Homework assignments will be given from the textbook or from the Teradata University Network site. Students will share their work in class in rotation.cs Group Project 200 pts : Group Presentation: In this assignment you are being asked to work in teams of 4 or 5 to assess an important emerging trend in the area of data warehousing and business intelligence. Your assessment will result in a 30 minute presentation with 5 minutes for Q&A. Please bring a hard copy of your presentation materials (a well written research paper and power point (or other medium for) presentation) for review the instructor. There is considerable flexibility in what can be done, and creativity is encouraged. You are welcome to give software demonstrations, compare products in the market, present a case study, give an update on current practices, etc. When creating your presentation, please focus on communicating depth within your topic, not breadth. The presentations are graded based on the group’s demonstrated depth of knowledge on the topic and the ability to communicate useful, relevant information about the topic to their peers. In other words, the group needs to add value to their peers so that their peers can leave and apply their new topic understanding. Why should an IT manager care about your topic? And, how should the IT manager change people, processes, and technologies to best leverage the topic within his or her organization? Your presentation should cover at least the following. Topic Understanding. Your analysis should begin by defining your topic and presenting your topic within the warehousing and BI industry. In general, what exactly should your peers understand about this topic to manage it effectively? Business value. Assess the potential business value of your topic for organizations involved in warehousing and BI. In general, what should your peers consider when putting together a business case for this topic? Software demo or case studies. Place your topic within a context by presenting either 1) a software tool that represents the space under examination or 2) a case study of a company that is currently exploring and managing your topic. In general, how can you best communicate to your peers exactly what this topic is in a tangible way? Looking ahead. What next? Given your research and analysis of your topic, where do we go from here? In general, how can your peers best prepare to manage your topic in the future? Note: Make sure that as you cover these four basic areas, your presentation is communicated as a consistent and coherent overall story. Teams and topics: You will work in teams of 4 or 5. Each team will be assigned a different topic. By Monday, October 15th your team must email your 3 possible topic choices from the list below to Sule Balkan. Topics will be assigned based on the order your requests were received, so please submit your choices as soon as possible. Please e- mail your topic requests in rank order of preference. Managing unstructured data Unstructured data warehouses per Bill Inmon; text mining; knowledge management in BI In-memory Analytics/In database Analytics Active data warehousing Mobile BI Social BI BI and Marketing Privacy and BI Closed- loop processes, active warehousing techniques Integration platforms or warehouse appliances EII, virtual warehousing, appliances like Netezza Microsoft or SAP as viable enterprise analytical solutions The importance of data visualization Using warehousing/BI to measure business performance Office Hours Time Slot Location Contact Information Syllabus Week Subject HBR Case/ Text Book Reading Assignments Meet and Greet/Goals-Objectives/Terms and Concepts Introduction to Case Method Teaching with Cases 1 Introduction Because Wisdom Can’t be Told Turban CH1: Opening Vignette, Sections 1.1-1.3, Data Data Everywhere: A Special Report on Managing Information 2 Managing Information “Competing on Analytics” Turban Ch 1.4, Ch 2-Sections 2.1-2.4 A Dimensional Modeling Manifesto (ER and Dimensional model comparison) 3 Data Warehouse “Business Intelligence Tutorial: Past, Present and Future” Ch 2-Sections 2.1-2.4 HW: Case: “Continental Airlines Flies High with Real-time Business Intelligence” Read the full Continental Airlines case (summarized in 4 Real time BI the End of Chapter Application Case) at Teradata studentnetwork.com and answer the questions. Ch 3 Sections 3.1-3.6 Business Performance 5 Management Case: Harrah’s Case. Read the case and answer the questions at the end of the case Microstrategy Tutorial (TUN) Ch 3 Sections 3.7-3.9 BPM Methodolgies and Dashboards A Real Six Sigma Experience What Is Strategy? (HBR OnPoint Enhanced Edition) Making IT Matter 6 Strategy Chapter 4 - Opening vignette, Section 4.1, 4.2 (Light) “Diamonds in the Data Mine” Data Mining Primer 7 Data Mining Predictive Analytics CH 4.1 Steps with Structural Data Sas E-Miner Example 8 Data Mining Process Predictive Analytics Campaign Execution and Wales Market Case 9 Campaign Management InData Base Analytics (BI Journal) Ch 5 Sections 5.1-5.4 10 Text Mining Introduction to Unstructured Data Big Data Analysis Claudera Ch 5 Sections 5.6-5.7 11 Web Mining Hadoop Tutorials “Online Marketing at the Big Skinny” 12 OnLine Marketing 13 Data Visualization Tableau Software 15 BI Implementation CH 6 16 Group Presentations 17 Group Presentations Additional Resources There are many resources that can help you in your data warehousing and business intelligence education. Resources that I highly recommend: The Data Warehousing Institute (www.dw-institute.com) sponsors regional training courses and quarterly conferences that are outstanding. They also sponsor The Business Intelligence Journal, which publishes very strong articles. DM Review (www.DMReview.com) is the leading practitioner publication for this space. I highly recommend that you register for DM Review if you are interested in data warehousing and BI. Remarks: 1、Computers in class. You may use computers for note taking or calculations during class. However, you should refrain from “surfing” the web, sending/receiving e-mail, or working on other courses during class. This is disrespectful to the other students around you and diminishes the overall learning in the classroom. If you have something else that MUST be done during class, please do not attend. unless you are expecting emergency notification. Attendance. Prompt attendance is expected. unexcused absences Please turn off your cell phone You will get a wquiz grade of 0 for Consistent with University policy, I will excuse absences of students that result from religious observances and to provide without penalty for the rescheduling of examinations and additional required class work that may fall on religious holidays. Any student in this course who plans to observe a religious holiday that will conflict with course work should contact me as soon as possible so we can make appropriate arrangements