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

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University of Bridgeport 1 MGMT 548-6W1/TCMG 549-6W1 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, mlohle@bridgeport.edu

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: 9780071809184

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University of Bridgeport 2 MGMT 548-6W1/TCMG 549-6W1 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.

Homework: 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 e-mail 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.

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University of Bridgeport 3 MGMT 548-6W1/TCMG 549-6W1 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 9 – 10.

 For the fifth interim research paper students will select one topic that interests them from sessions 11 – 12.

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.

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University of Bridgeport 4 MGMT 548-6W1/TCMG 549-6W1

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 8 – 14.

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.

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University of Bridgeport 5 MGMT 548-6W1/TCMG 549-6W1 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.

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University of Bridgeport 6 MGMT 548-6W1/TCMG 549-6W1 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.

This rubric is continued on the next page. 3a. Interim Research Papers,

Number of References

Pass 3 or more references.

Fail Less than 3 references.

3b. Mid Term and Final Research Papers, Number of References

Pass 10 or more references.

Fail Less than 10 references.

5a. Interim Research Papers, Length

Pass 5 pages or more.

Fail Less than 5 pages.

5b. Mid Term and Final Research Papers, Length

Pass 15 pages or more.

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University of Bridgeport 7 MGMT 548-6W1/TCMG 549-6W1 A “fail” evaluation on dimensions 6 - 7 results in a 10 point reduction.

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University of Bridgeport 8 MGMT 548-6W1/TCMG 549-6W1 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.

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University of Bridgeport 9 MGMT 548-6W1/TCMG 549-6W1 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 The writing exhibits Master's level English skill.

Message Clarity The reflection conveys a clear message.

Message Specificity The reflection avoids generalities and includes specific examples.

Reflection Content The content exhibits a clear understanding of the course materials.

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University of Bridgeport 10 MGMT 548-6W1/TCMG 549-6W1 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:

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.

Session

Date Session #

Interim Research

Papers

Mid Term and Final Research Paper Idea Paragraphs Mid Term and Final Research Papers Weekly Reflections 8/26/2015 1 9/2/2015 2 X 9/9/2015 3 X X 9/16/2015 4 X X 9/23/2015 5 X X 9/30/2015 6 X 10/7/2015 7 (Mid term) X X 10/14/2015 8 X 10/21/2015 9 X X 10/28/2015 10 X 11/4/2015 11 X X X 11/11/2015 12 X 11/18/2015 13 X X 11/25/2015 NO CLASS!! 12/2/2015 14 X X 12/9/2015 NO FINAL!! X X = Deliverable Assigned X = Deliverable Due

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University of Bridgeport 11 MGMT 548-6W1/TCMG 549-6W1 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 93.33 – 100 A- 90 – 93.33 B+ 86.66 – 90 B 83.33 – 86.66 B- 80 – 83.33 C+ 76.66 – 80 C 73.33 – 76.66 C- 70 – 73.33 D+ 66.66 – 70 D 63.33 – 66.65 D- 60 – 63.33 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.

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University of Bridgeport 12 MGMT 548-6W1/TCMG 549-6W1 COURSE SCHEDULE DETAIL

Session 1 8/26/2015

Class Work:

 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 Homework:

 Read Howson chapters 1 and 2

 Submit this week’s personal reflection Session 2

9/2/2015

Class Work:

• 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 Homework:

 Read Howson chapter 3

 Submit this week’s personal reflection  Submit your first interim research paper

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University of Bridgeport 13 MGMT 548-6W1/TCMG 549-6W1 Session 3

9/9/2015

Class Work:

 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 Homework:

 Submit this week’s personal reflection

 Submit the mid term research paper idea paragraph Session 4

9/16/20215

Class Work:

 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 Homework:

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University of Bridgeport 14 MGMT 548-6W1/TCMG 549-6W1  Submit your second interim research paper

Session 5 9/16/2015

Class Work:

 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 Homework:

9/30/2015

Class Work:

 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 Homework:

 Submit this week’s personal reflection  Submit your mid term research paper

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10/7/2013

Class Work:

 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

 Submit this week’s personal reflection Session 8 10/14/2015 Class Work:  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) Homework:

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University of Bridgeport 16 MGMT 548-6W1/TCMG 549-6W1  Submit the third interim research paper

Session 9 10/21/2015

Class Work:

 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 Homework:

10/28/2015

Class Work:

 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 Homework:

 Submit this week’s personal reflection  Submit your fourth interim research paper  Submit your final research paper idea paragraph

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11/4/2015

Class Work:

 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 Homework:

11/11/2015

Class Work:

 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 Homework:

 Submit this week’s personal reflection  Submit the fifth interim research paper

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11/18/2015

Class Work:

 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 Homework:

 Submit this week’s personal reflection  Submit your final individual research paper No Class 11/25/2015 Thanksgiving Session 14 12/2/2015 Class Work:

• 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 Homework:

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University of Bridgeport 19 MGMT 548-6W1/TCMG 549-6W1 No Class

Finals Week 12/9/2015

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University of Bridgeport 20 MGMT 548-6W1/TCMG 549-6W1

Reference List

[AnalyticsZone]. (2015 2 25). IBM Cognos business intelligence. [Video File]. Retrieved from https://www.youtube.com/watch?v=eiY8GEF_0-U

Caserta, J. [Caserta Concepts]. (2014 4 2). A practical approach: Building a big data landscape [Video File]. Retrieved from https://www.youtube.com/watch?v=wvKsXzTEPkM

Dalkir, K. (2011). Knowledge management in theory and practice (2nd Ed.). Cambridge. MIT Press.

[DigitalGlobe]. (2014 12 16). Geospatial big data [Video file]. Retrieved from https://www.youtube.com/watch?v=AAaDgWXjHdY

[Evonne64]. (2011 1 20). What is gis? Video produced by ESRI [Video file]. Retrieved from https://www.youtube.com/watch?v=a8RhDpuLPl0

Gillies, A. [DSCallards]. (2011 6 13). SAP Crystal Reports solutions empowering your users driving success. [Video File]. Retrieved from https://www.youtube.com/watch?v=-C7_73b0I8w

Glasser, M. [Prescott Computer Guy]. (2011 9 30). Relational database concepts [Video file]. Retrieved from

https://www.youtube.com/watch?v=NvrpuBAMddw

[GoGeeko]. (2014 10 4). Beginners Informatica 9x etl tool overview tutorial

[Video file]. Retrieved from: https://www.youtube.com/watch?v=CMWx26GQO7I

Hoffman, M. [MicroStrategyKnowHow]. (2013 11 6). Visual Insight 9.4.1 based on the new MicroStrategy analytics platgform [Video File]. Retrieved from

https://www.youtube.com/watch?v=xd4ZJ_jJUlA

Howson, C. (2014). Successful business intelligence: Unlock the value of BI and big data. New York. McGraw Hill Education.

ISBN: 9780071809184

Harvest Trends Website. Harvest Trends, n.b. Web. <www.harvesttrends.com>

[Jay Nagy]. (2013 7 24). Netezza Overview – Software and services offered by N2N, Inc. – IBM business partner [Video file]. Retrieved from

https://www.youtube.com/watch?v=CaHGdcJDS6Y

Keiser, M. [LiveIntent Video]. (2013 11 13). What the heck is machine learning anyway? [Video file]. Retrieved from https://www.youtube.com/watch?v=EQhwNcQhP4g

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University of Bridgeport 21 MGMT 548-6W1/TCMG 549-6W1 Rajan, C. [Oracle Coach]. (2013 8 9). PL1 PL SQL tutorial introduction

to PL SQL programming [Video file]. Retrieved from

https://www.youtube.com/watch?v=Wvl_zDdvUuE&list=PLuCTRl2rPt4aiptyRKJFpHO 73sf9gdydy

[SAPSchool]. (2013 4 14). Introduction to SAP Business Objects (BO / BOBJ). [Video File]. Retrieved from https://www.youtube.com/watch?v=tkdkCAx6L6Y

[Tableau Software]. (2013 5 26). Tableau desktop product tour [Video file]. Retrieved from

https://www.youtube.com/watch?v=37Mx3uZRwBE&list=PLcTX_fKtDPs697nZIjLX6S VvvLEK34KnV&index=3

[Tableau Software]. (2012 3 13). Tableau vs. Excel [Video file]. Retrieved from https://www.youtube.com/watch?v=VoeDjojr8e0

[Tibco Spotfire]. (2012 6 14). TIBCO Spotfire analytics [Video file]. Retrieved from https://www.youtube.com/watch?v=KoUswm18ZfQ

[The Bloor Group]. (2012 6 18). Need for speed: How in-memory changes everything [Video file]. Retrieved from https://www.youtube.com/watch?v=fh46ZGIkwqo

[Qlik]. (2011 12 1). QlikView product tour [Video file]. Retrieved from https://www.youtube.com/watch?v=sqILcEwlHSI