Business Intelligence IS 566 A. Instructor Contact Information

2,116 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,116
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
17
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Business Intelligence IS 566 A. Instructor Contact Information

  1. 1. Business Intelligence IS 566 A. Instructor Contact Information Denise A. D. Bedford, Ph.D. Senior Information Officer World Bank Group Washington DC Daytime phone (202)-458-1927 Evening phone (301)-622-1336 Email: dbedford@utk.edu, dbedford@worldbank.org B. Course Description Class Schedule: Thursday evenings – 6:30 – 9:10 pm Class meets online via Centra This course provides an introduction to business intelligence including: o Key concepts of business intelligence o Origins and future of business intelligence o Business data, data warehousing and data mining basics o Value and ROI of business intelligence programs o Ethical issues associated with business intelligence o Types of intelligence o Range of sources used in business intelligence o Intelligence life cycle and processes o Intelligence methods, including strategic analysis, competitive and customer analysis, environmental analysis, evoluationary analysis and financial analysis o Business intelligence systems C. Course Calendar The fifteen course sessions address the following topics: 1. The Intelligent Organization: Business Case for Business Intelligence and Business Intelligence Basics 2. Business Data, Data Warehousing and Data Mining Basics 3. Ethics and Business Intelligence 4. Overview of Intelligence Sources 5. Strategic Analysis Methods 6. Strategic Analysis Sources and Searching 7. Competitive and Customer Analysis Methods 8. Competitive/Customer Analysis Sources and Searching 9. Environmental Analysis Methods 10. Environmental Analysis Sources and Searching 11. Evolutionary Analysis Methods 12. Evolutionary Analysis Sources and Searching
  2. 2. 13. Financial Analysis Methods 14. Financial Analysis Sources and Searching 15. Business Intelligence Systems D. Required Textbooks Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. E. Assignments and Instructional Methods Five instructional methods are used in this course, including: key takeaways, hands on intelligence gathering exercises, case study analyses, in class discussions, and a course project. Each session is supported by an online lecture, lecture notes, and assigned readings. Two methods - key takeaways and in class discussions -- are assigned for every session and pertain directly to the topics covered. Two additional methods -- hands on searching and case study analyses -- are completed simultaneously. Hands on searching and source reviews are completed to support the case study analyses. Case study analyses are group assignments intended to provide some degree of real world experience working with the analytical methods. Business intelligence methods can be a bit theoretical. We will ground the theory in real life case studies, and reinforce both the case studies and methods with hands on intelligence collection and analysis. Key Takeaways Key takeaways are concepts or phrases (not paragraphs or essays!) which highlight what the student learned from the session. The purpose of Key Takeaways is to give the students an opportunity to step back from the readings and exercises and identify the most important concepts they derived from the session. The takeaways are a way for the instructor to track whether the key concepts are effectively communicated, and a check on whether each student is on track (follow-up may be needed). At the end of each session, students will send an email to the instructor with their ‘key takeaway’ from the session. Key Takeaways are due the day following the courses session. Key takeaways are evaluated on a credit/no credit basis. In Class Discussions The purpose of discussions is to share learning experiences and build the group’s overall learning outcomes. In 10 years of teaching, I have learned that students will learn as much from each other as they do from the instructor. Specific questions are included in the lecture notes. These are thinking questions and students are expected to share ideas, but not do additional research. Sharing experiences will give you more opportunity to understand the issues, and make the theory a little more practical by providing an opportunity for you to relate it to your own experiences. Hands on Searching Assignments
  3. 3. The purpose of hands on searching exercises is to give students experience working with the sources that support business intelligence. Searching business intelligence sources helps students to experience the ‘intelligence gathering’ stage of the process. We will focus our business intelligence gathering exercises on business challenges defined in the case studies, and the methods under discussion to define our intelligence analysis. Hands on searching provides input and support for the group’s case study analyses. The search results are written up and included in the case study analyses (see details below). Source searching is evaluated in terms of the (a) student’s learning outcomes, (b) student’s contribution to the class’s learning, and (c) the goodness of the results in relation to the task. Case Study Analyses The purpose of case studies is to help to provide real world examples of how business intelligence methods are used. Case studies are to be read simultaneously with the assigned readings. Issues to be analyzed in the case study are identified in each session’s activity. Case studies are group assignments. Case studies analyses are also supported by hands-on searching of sources. Students will be assigned to working groups to complete the searching and case study analyses. Case studies are written up and submitted every two weeks. Case study analyses will be evaluated on (a) discovery of concepts in case study; (b) coherence of the analysis of issues from a knowledge management perspective; and (c) logical construction of the analysis. Course Project A course project substitutes for the mid-term and final examinations in this course. The focus of the group project will be discussed and agreed to by the students and instructor by the end of Session 4 (January 31). By January 31, we should know whether there will be one or more projects and which organizations we will be working with. Students will complete a business intelligence analysis for an organization or their choice. The analysis should address real-life BI requirements of the organization, and provide an opportunity for the group to understand and analyze the business needs. The Business Intelligence analysis must use one or more of the analytical methods we will discuss in class, including: strategic analysis, competitive analysis, evolutionary analysis, environmental analysis, or financial analysis. The output of the project is a report for the organization which includes a description of: o Issues of interest to management/business needs o Analytical methods used o Sources consulted o Recommendations used o Lessons learned by the group o Best practices designed by the group
  4. 4. The expected outcomes of the course project include: o working and learning together similar to real world BI programs o real world experience working through the intelligence cycle o experience selecting and testing techniques for a specific problem o first-hand knowledge of sources of intelligence F. Grading Assignment Weights Course Project (40%) Case Study Analyses (40%) Online Discussions (15%) Key Takeaways ( 5%) Grading Scheme 91% – 100% A 86% -- 90% B+ 80% -- 85% B 76% -- 79% B- 75% -- 65% C 64% -- 55% D Below 54% F
  5. 5. Session #: 1 Session Name: Intelligent Organization and Business Intelligence: Key Concepts in Business Intelligence Session Date: January 10, 2008 Lecture Topics • What is intelligence? • Intelligence Cycle • Intelligence Pyramid • Cardinal Rule of Intelligence • Types of Intelligence • Sources of Intelligence • Characteristics of an intelligence organization • Business intelligence programs and functions • Placement of business intelligence programs • Business intelligence and information governance • Business intelligence systems • Business case for BI • Business intelligence brokers Read This Peruse the following Business Intelligence glossary – identify terms and concepts which are new to you. Vernon Prior, “The Language of Business Intelligence” http://www.scip.org/pdf/languagebi.pdf Mark W. McElroy, Second-Generation KM: A White Paper. http://www.macroinnovation.com/images/Second-Generation%20KM.pdf Chun Wei Choo, Information Management for the Intelligent Organization: The Art of Scanning the Environment, Information Today, Inc., Medford, New Jersey, 2002. o Chapter 1. The Intelligent Organization, pp. 1-22 o Chapter 2. A Process Model of Information Management, pp. 23-57 o Chapter 3. Managers as Information Users, pp. 59 - 82 o Chapter 8. Learning to Be Intelligent, pp. 223-254 Do This • Submit your Key Takeaways • Read and post comments to the Online Discussion Questions
  6. 6. Session #: 2 Session Topic: Business Data, Data Warehousing and Data Mining Session Name: Session Date: January 17, 2008 Lesson Description and Topics: • Business data and business information • Structured, semi-structured and unstructured information • Data warehousing and repositories • Data analysis and data reporting tools • Performance and executive dashboards • Business process management Read This For This Session Tim McLellan, Data Modeling: Finding the Perfect Fit. An Introduction to Data Modeling. 1995 http://www.islandnet.com/~tmc/html/articles/datamodl.htm#Data%20Modeling Adrienne Tannenbaum, Metadata Solutions: Using Metamodels, Repositories, XML, and Enterprise Portals to Generate Information on Demand, Addison-Wesley, Boston, 2002. • Chapter 1. The Business is Information, pp. 3-14 • Chapter 2. The Information in Today’s Organization, pp. 15-30 • Chapter 3. Information Outside the Organization, pp. 31-40 • Chapter 4. Integrating Our Data: Where the Repairs of the 1990s Broke Down, pp. 41-54 • Chapter 5. Identifying Information: The Directories of the 1990s, pp. 55-74 • Chapter 6. A Disaster Crying for Solutions, pp. 75-84 Do This • Submit your Key Takeaways • Read and post comments to the Online Discussion Questions
  7. 7. Session #: 3 Session Name: Overview of Intelligence Sources Session Date: January 24, 2008 Lesson Topics o Overview of search systems o Full text vs. parametric search systems o Role of metadata in parametric search systems o Federated vs. centralized search systems o Micro-search architectures o Landscape of sources • Proprietary vs. public information sources • Free vs. Fee-based sources • Primary vs. secondary sources • ‘Soft’ and ‘hard’ sources of information Read This Adrienne Tannenbaum, Metadata Solutions: Using Metamodels, Repositories, XML, and Enterprise Portals to Generate Information on Demand, Addison-Wesley, Boston, 2002. • Chapter 7. Moving from Information to Metadata, pp. 87-98 • Chapter 8. Identifying Metadata Requirements, pp. 99-114 • Chapter 10. Introducing Metamodels, pp. 135-156 University of Oregon Libraries, Critical Evaluation of Information Sources http://libweb.uoregon.edu/guides/findarticles/credibility.html Familiarize yourself with the databases offered by the University of Tennesse Libraries, paying particular attention to those sources listed under Business and Economics. http://www.lib.utk.edu/ Do This • Submit your Key Takeaways • Read and post comments to the Online Discussion Questions
  8. 8. Session #: 4 Session Name: Ethics and Business Intelligence Session Date: January 31, 2008 Lesson Description and Topics • Why we care about BI ethics • What is ethics? • Approaches to Ethics • Ethical and unethical intelligence gathering methods • Organizational and professional codes of ethics • Case Studies – Hewlett Packard, Avon vs. Mary Kay Cosmetics Read This For This Session Richard Hackathorn, “Ethics of Business Intelligence, Part I”, DMReview June 2003. http://www.bolder.com/pubs/DMR200306-BI-Ethics.pdf Richard Hackathorn, “Ethics in business intelligence - A practical approach,” Teradata Magazine Online http://www.teradata.com/t/page/138735/index.html Craig C. Ehrlich, A Brief CI Compliance Manual, Competitive Analysis Review Vol. 9 (1), 28-37 (1998) http://www.scip.org/pdf/9(1)ehrlich.pdf Craig C. Ehrlich, A Brief CI Compliance Manual, Part 2: Food Lions, Lazy Mosaics, and Fuzzy Importers,” Competitive Intelligence Review 11 (3), Third Quarter, pp. 54-59. www.scip.org/Library/11(3)ehrlich.pdf Information Quality Standards Look at one of the following Information Quality Policies and Guidelines U. S. Dept. of Census Information Quality Guidelines http://www.census.gov/quality/quality_guidelines.htm Office of Management and Budget, National Institute of Standards and Technology Guidelines, Information Quality Standards, and Administrative Mechanism. http://www.nist.gov/director/quality_standards.htm Department of Justice Information Quality Guidelines http://www.usdoj.gov/iqpr/dojinformationqualityguidelines.htm Energy Information Administration Information Quality Guidelines http://www.eia.doe.gov/smg/EIA-IQ-Guidelines.html or http://www.eia.doe.gov/smg/Standard.pdf Do This
  9. 9. o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Case Study Analysis Read the three case studies and assess the ethical issues surfaced in each instance. Do you agree with the court findings in the Mary Kay case? Do you agree with the methods used in the Hewlett Packard case? How might the two companies used ethical means to collect the business intelligence they needed to compete? Craig Ehrlich, “Liar, Liar: The Legal Perils of Misrepresentation”, Competitive Intelligence Magazine, Vol. 5, no. 2, March-April 2002. http://www.scip.org/pdf/5(2)ehrlich.pdf David A. Kaplan, “Suspicions and Spies in Silicon Valley,” Newsweek September 18, 2006 http://www.msnbc.msn.com/id/14736379/site/newsweek/ “Mary Kay Files Suit Against Avon New York Times, March 14, 1991 http://query.nytimes.com/gst/fullpage.html?res=9D0CE6DB1530F937A25750C0A967958 260
  10. 10. Session #: 5 Session Name: Business Intelligence Techniques and Methods: Strategic Analysis Techniques Session Date: February 7, 2008 Lesson Description and Topics • Industry Analysis • Strategic Group Analysis • SWOT Analysis • Value Chain Analysis Read This For This Session Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. Section 1. Strategic Analytical Techniques, pp. 30 – 121. (chapters 4-9) Do This o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Begin the Group Case Study Analysis Read the two case studies referenced below. Complete a SWOT Case Study Analysis working in groups. There are three outcomes of the case study: (1) the final analysis that you complete, (2) your use of sources to conduct your investigations, and (3) the in-group discussions and information sharing that takes place within your group. Thomas R. Eisenmann and Kerry Herman, “Google, Inc.” HBS 9-806-105. November 9, 2006. 33p. Darren Meister and Ken Mark, “Launching Gmail”, HBS 904E19. August 3, 2004. Richard Ivey School of Business, University of Washington. 9 p.
  11. 11. Session #: 6 Session Name: Sources to Support Strategic Analysis Session Date: February 14, 2008 Lesson Description and Topics o Basic familiarity with coverage of sources of information o Basic familiarity with effective searching o Exchanging search strategies and lessons learned Do This • Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Complete the Group Case Study Analysis and supplement with your analysis by searching the business intelligence sources referenced in this session. Select 10 of the sources from the list above. Perform one simple and one advanced search. For this session, the goal of your search should be to learn as much as you can about Google’s plans to gmail and their plans to launch new products and services in the future. Include your search results with the SWOT Analysis your group submits. Consult course notes and view the Quick Reference Guides for each database to formulate an effective search. Databases • 10k Wizard • Gale Group PROMT • ABI/Inform • Gale Group Trade & Industry • Adweek and Brandweek Database • Alacra • Hoover’s online • Bureau of Economic Analysis (BEA) • Investext • Bureau of Labor Statistics • LexisNexis • Bureau of the Census • Market Share Reporter • Business & Industry • MarketResearch.com • Country Data • Markets and Industry Library on • Datamonitor Market Research LexisMexis • EIU ViewsWire • MindBranch • Encyclopedia of Associations (EA) • OneSource • EventLine • Profound • Factiva • Reuters • FreeEDGAR/EDGAR • Thomson Research • Online/EDGARpro • USADATA • Gale Group New Product Announcements/Plus (NPA/Plus)
  12. 12. Session #: 7 Session Name: Business Intelligence Techniques and Methods: Competitive and Customer Analysis Techniques Session Date: February 21, 2008 Lesson Description and Topics: • Competitor Analysis • Blindspot Analysis • Customer Segmentation Analysis • Customer Value Analysis • Functional Capability and Resource Analysis • Management Profiling Read This for This Session Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. Section 2. Competitive and Customer Analysis Techniques (chapters 10-15) Do This o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Begin the Group Case Study Analysis Read the case study and supplements referenced below. Write up your analysis and send it to the instructor before the beginning of class. Be prepared to share key points from your analysis in the class discussion. When analyzing the case study, consider the following issues: o Describe the BI methods used in the case study o Discuss whether ACG did a good job of understanding its potential customers? o Did they do a good job of estimating the resoures required? o How well did they estimate their competition? o Suggest other methods that might have been used that were not o Describe the information sources that were used Anita McGahan and Dale O. Coxe, “African Communications Group”, HBS 9-796-128, March 4, 1996, 20p. Anita McGahan, “African Communications Group, Supplement”, HBS 9-799-149, May 13, 1999. 2p. Anita McGahan and John Deighton, “Adesemi Communications International. African Communications Group, Video,” HBS 9-799-504, June 1, 1999. 15 minutes.
  13. 13. Session #: 8 Session Name: Sources to Support Competitive and Customer Analysis Session Date: February 28, 2008 Lesson Description and Topics: o Basic familiarity with coverage of sources of information o Basic familiarity with effective searching o Exchanging search strategies and lessons learned Do This • Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Complete the Group Case Study Analysis and supplement with your analysis by searching the business intelligence sources referenced in this session. Select 10 of the sources from the list above. Perform one simple and one advanced search. For this session, the goal of your search should be to learn as much as you can about companies which may be competitors of the African Communications Group. Save your search and the search results and submit them as assignment # Consult course notes and view the Quick Reference Guides for each database to formulate an effective search. Commercial Database Sources and Reference Guides • Business Dateline • Gale Group Newsletter Database • CIA Factbook • Gale Group Trade & Industry • Corporate Affiliations Database • D&B – Dun’s Electronic Business • Mergent Online Directory • News on LexisNexis • Dun’s Financial Records Plus • Standard & Poor’s NetAdvantage • Dun’s Market Identifiers • The Wall Street Journal Abstracts • Disclosure Database • Thomas Register • Experian Business Credit Profiles • World Bank Country Data • Factiva • World Markets: Country Analysis and • Financial Times Forecast • Gale Group Business A.R.T.S.
  14. 14. Session #: 9 Session Name: Business Intelligence Techniques and Methods: Environmental Analysis Techniques Session Date: March 6, 2008 Lesson Description and Topics • Issue Analysis • Macroenvironmental Analysis • Scenario Analysis • Stakeholder Analysis Read This for This Session Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. Section 3. Environmental Analysis Techniques (chapters 16-19) Chun Wei Choo, Information Management for the Intelligent Organization: The Art of Scanning the Environment, Information Today, Inc., Medford, New Jersey, 2002. Chapter 4: Environmental Scanning as Strategic Orgnaizational Learning. Do This o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Begin the Group Case Study Analysis Read the three case studies and assess business intelligence issues described below. Write up your case study analysis and send it to the instructor before the beginning of class. Consider the following issues when analyzing the case:. • Describe the BI methods used in the case study • Descrobe the BI methods that might have been used to address the business challenge • How could Stone Containers have used macroenvironmental analysis methods to better manage their business challenges? • Suggest other methods that might have been used that were not • Describe the information sources that were used James K. Sebenius and Hannah Riley, “Stone Container in Honduras (A),” HBS 9-897- 172, March 26, 1997, 22p. James K. Sebenius and Hannah Riley, “Stone Container in Honduras (B),” HBS 9-897- 173, March 26, 1997, 3p.
  15. 15. James K. Sebenius and Hannah Riley, “Stone Container in Honduras (C ),” HBS 9-897- 174, March 26, 1997. 2p.
  16. 16. Session #: 10 Session Name: Sources to Support Environmental Analysis Techniques Session Date: March 13, 2008 Lesson Description and Topics: o Basic familiarity with coverage of sources of information o Basic familiarity with effective searching o Exchanging search strategies and lessons learned Do This • Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Complete the Group Case Study Analysis and supplement with your analysis by searching the business intelligence sources referenced in this session. Select 10 of the sources from the list above. Perform one simple and one advanced search. For this session, the goal of your search should be to learn as much as you can about the environment in which the Stone Container Company is operating. Save your search and the search results and submit them as assignment # Consult course notes and view the Quick Reference Guides for each database to formulate an effective search. Commercial Database Sources and Reference Guides • Country Commerce / Country • PAIS International and PAIS Archive Finance • RDS Business & Industry • EconLit • SourceOECD • Europa World Plus • World Markets: Country Analysis and • Factiva news reports Forecast • HAPI (Hispanic American Periodicals • Worldwide Political Science Abstracts Index) Online • Local industry and trade associations • IBISWorld • Local news sources • International Data Base (IDB)
  17. 17. Session #: 11 Session Name: Business Intelligence Techniuques and Methods: Evolutionary Analysis Techniques Session Date: March 27, 2008 Lesson Description and Topics: • Experience Curve Analysis • Growth Vector Analysis • Patent Analysis • Product Life Cycle Analysis • S-Curve (Technology Life Cycle) Analysis Read This for This Session Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. Section 4. Evolutionary Analysis Techniques (chapters 20-24) Do This o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Begin the Group Case Study Analysis Read the three case studies and assess business intelligence issues described below. Write up your case study analysis and send it to the instructor before the beginning of class. Consider the following issues when analyzing the case:. o Were any BI methods used in the case study? o Which additional BI methods might have been used to meet the business challenge? o Which sources of information were used? o Which sources of information might have been used? Paul W. Beamish and John Adamson, “Time Warner, Inc. and the ORC Patents,” HBS 901M59, Richard Ivey School of Business, University of Washington, December 6, 2001, 20p.
  18. 18. Session #: 12 Session Name: Sources to Support Evolutionary Analysis Techniques Session Date: April 3, 2008 Lesson Description and Topics: o Basic familiarity with coverage of sources of information o Basic familiarity with effective searching o Exchanging search strategies and lessons learned Do This • Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Complete the Group Case Study Analysis and supplement with your analysis by searching the business intelligence sources referenced in this session. Select 10 of the sources from the list above. Perform one simple and one advanced search. For this session, the goal of your search should be to learn as much as you can about the two companies referenced in the Case Study, including and especially any information you can find on the patents under discussion. Save your search and the search results and submit them as assignment # . Consult course notes and view the Quick Reference Guides for each database to formulate an effective search. Commercial Database Sources and Reference Guides • Accurint • Thomas: Legislative Informaton on • Fastcase the Internet • FindLaw • Trademark Electroni Search System • GPO Access (TESS) • KnowX • Trademarkscan (Dialog) • Legal Information Institute (LII) • Trademarkscan (SAEGIS) • LexisNexis (Public Records) • U.S. Copyright Office • lexisONE • U.S. Copyrights • Loislaw • USPTO • MarkMonitor • WestLaw • The Virtual Chase
  19. 19. Session #: 13 Session Name: Business Intelligence Techniques and Methods: Financial Analysis Techniques Session Date: April 10, 2008 Lesson Description and Topics • Financial Ratio and Statement Analysis • Strategic Funds Programming • Sustainable Growth Rate Analysis Read This for This Session Craig S. Fleisher and Babette E. Bensoussan, Strategic and Competitive Analysis: Methods and Techniques for Analyzing Business Competition, Prentice-Hall, Upper Saddle River, New Jersey, 2002. Section 5: Financial Analysis Techniques (chapters 25- 27) Chun Wei Choo, Information Management for the Intelligent Organization: The Art of Scanning the Environment, Information Today, Inc., Medford, New Jersey, 2002. Chapter 6: Managing Information Sources Chapter 2: A Process Model of Information Management Do This o Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Begin the Group Case Study Analysis Read and analyze the following case study. Read the three case studies and assess business intelligence issues described below. Write up your case study analysis and send it to the instructor before the beginning of class. Consider the following issues when analyzing the case:. o Were any BI methods used in the case study? o Which additional BI methods might have been used to meet the business challenge? o Which sources of information were used? o Which sources of information might have been used? Maureen McNichols and Brian Tayan, “Costco Wholesale Corp. Financial Statement Analysis (A),” HBS A186A, Stanford University, June 19, 2003. 26p.
  20. 20. Session #: 14 Session Name: Sources to Support Financial Analysis Session Date: April 17, 2008 Lesson Description and Topics: o Basic familiarity with coverage of sources of information o Basic familiarity with effective searching o Exchanging search strategies and lessons learned Do This • Submit your Key Takeaways o Read and post comments to the Online Discussion Questions o Complete the Group Case Study Analysis and supplement with your analysis by searching the business intelligence sources referenced in this session. For this session, the goal of your search should be to learn as much as you can about Costco and its financial statusConsult course notes and view the Quick Reference Guides for each database to formulate an effective search. Commercial Database Sources and Reference Guides • Accounting & Tax Database • Financial Accounting Standards • AICPA Board • Bloomberg Professional • Financial Forecast Center • Budget and Economic Outlook • Internal Revenue Service: The • Business Wire Digital Daily • CCH Tax Research Network • International Accounting Standards • D&B Key Business Ratios (KBR) on Board the Web • Livedgar • D&B Million Dollar Database • Morningstar • Economic Indicators • RMA’s Annual Statement Studies • FactSet • The Wall Street Transcript • Federal Reserve Board • U.S. Securities and Exchange • Financial Accounting Research Commission System (FARS) • Yahoo! Finance
  21. 21. Session #: 15 Session Name: Business Intelligence Systems Session Date: April 24, 2008 Lesson Description and Topics: o Types of Business Intelligence Systems o BI system components and architectures o BI system processes o Executive dashboards o Business warehouses and data marts Do This o Key Takeaway (due by the next calendar day after the session) o Continue to add to course journal (make your final journal entry) o Read and prepare to discuss the following case study Andrew McAfee and Alison Berkley Wagonfeld, “Business Intelligence Software at SYSCO,” HBS 9-604-080, June 16, 2004, 19p.

×