Presentation at the conference ecdea.org, 8 of June 2018
Kelley CV
1. PAUL SEREX
3720 Hickory Hill Drive
Nashville, Indiana 47448
Office: (812) 856-0676 Cell: (812) 325-3174
pserex@indiana.edu serexassociates@gmail.com
EDUCATION
Indiana University, Bloomington, Indiana Kelley School of Business
- M.B.A; Operations and Entrepreneurship
- Beta Gamma Sigma, Top 10 academically in class
Middlebury College, Middlebury, Vermont
- B.A.; Philosophy
- Phi Beta Kappa, Magna cum Laude
Renton Technical College, Renton, Washington
- Electronics
TEACHING APPOINTMENTS
Kelley School of Business, Operations and Decisions Technologies
August 2013-.…………………………………….Senior Lecturer (X202/K304/K327)
January 2007 – May 2013……………………….Lecturer (X202/K327/X201/P320)
January 2005 – December 2006…………………Visiting Lecturer (X202/X201)
January 2004 – December 2004…………………Adjunct Lecturer (K201/P370/P429)
August 1998 – May 2002…………………………Adjunct Lecturer (K201/P370)
August 1995 – May 1997…………………………Associate Instructor (K201)
COURSES TAUGHT
Bus K201: The Computer in Business
The first of two required Technology Foundations courses in the Kelley School of Business, K201 offers a
rigorous introduction to the contemporary world of business computing. The lab component of this course
focuses on hands-on problem solving; students must become proficient enough in Microsoft Access and Excel to
be able to apply their knowledge of software to challenging new problems. A weekly lecture takes concepts
introduced in lab and establishes a deeper understanding of them by anchoring them in a discussion of the
decision making process and by situating them in their larger, business world contexts. Thus the lecture
component of K201 supports the topics being taught in the lab and lays the conceptual foundation for
X201/K303, the next course in the sequence.
Bus P429: Process Analysis, Design and Improvement
P429 studies the processes by which products and services are created and delivered to customers. The course
focuses on the flow of products and services through a system and concentrates on three measures of process
achievement: throughput - the rate of product delivery; flowtime - the time it takes to deliver that product; and
inventory - the material required to produce the final output. By using a process flow method a template is
developed for analyzing and solving a wide range of business problems by troubleshooting, designing, and
improving business processes.
Bus P370: Operations component of the Integrated Core
2. Friday discussion sections designed to supplement topics from the weekly lectures. Examples of Operations
subjects were demonstrated including Productivity, Project Management, Aggregate Planning, EOQ and Reorder
Point, Learning Curves and Statistical Process Control.
Bus X201: Technology
The second Technology Foundations course in the Kelley School, X201 introduces students to core business
technologies and analytics that underlie good decision making. Students are first alerted to the fact that data is
often riddled with error; the emphasis then moves from data cleansing to statistical analysis to spreadsheet
modeling and the use of optimization and simulation tools. A weekly lecture grounds these topics in the theories,
concepts and tools of their larger, business applications.
Bus P320: Purchasing
The goal of this course is to provide students with the conceptual and problem solving tools necessary to be
successful in managing supply chain issues - particularly when those issues concern the acquisition of goods,
materials and services. This includes the role of Purchasing within an individual company, understanding each
step in the purchasing process, negotiating skills, analytical tools and problem solving techniques useful in
purchasing and the ways that Information Technology is improving current and improving purchasing activities.
Bus X202/K304: Technology Honors
The Honors version of X201/K303 covers the same topics as X201 in greater depth and breadth, and includes
topics not covered in X201/K303. X202/K304 has two 75 minute lab sessions weekly, where the course
explores into both the qualitative side of decision making, as well as the necessary analytical tools. Many of the
examples in class as well as assignments are from the field; the students work with actual business problems and
data. The goal is to give them ample troubleshooting experience grappling with business issues so, when on the
job and given problems to solve, they have adequate background to carry forth with solutions.
Bus K327: Deterministic Models in Operations Research
This course provides a strong focus on Critical Thinking and Problem Solving skills used to enhance the business
decision making process. The class process will include breaking down a problem to its core, assembling a plan
of action, and then implementing that plan with analytical tools. Business Analytics is not simply about the
quantitative methods; rather, it must have the qualitative component to be effective – you must be able to
properly define the problem. K327 delivers a strong emphasis on both components. The qualitative component
includes Critical Thinking, Troubleshooting, Problem Solving, Decision Making, Teamwork and Collaboration
and Process Flow. Core course for the Business Analytics Co-Major.
C535 – Value through Business Analytics Applications: Finance, Marketing, Supply Chain, and Healthcare
Analytics. Online Core course for Business Analytics certificate.
KEY CONTRIBUTIONS AND DEVELOPMENT: X202/K304
3. This course was developed during the Spring/Summer of 2005 and launched in Fall 2005. Sole developer of the
course content; course topics are similar to those of X201/k303, but the Honors version covers these in much
greater depth and breadth.
Course Administration
1. Syllabus: Developed and updated syllabus each semester.
2. Schedule: Develop and implement the course schedule each semester. This includes scheduling rooms for
and printing of In-class Exams, posting Graded Projects and Take Home Exams and uploading course
material to the K304 website/Oncourse/Canvas.
3. TA hiring and supervision: recruited and trained all Peer Tutors and Teaching Assistants for X202/K304.
Curriculum Development
1. Graded Projects: Team-based work, 34% of the total grade
• Project 1: Histograms and Descriptive Statistics and Pivot Tables;
• Project 2: Arrays, Advanced Filters, Data Tables and Database Statistical functions;
• Project 3: Developing a Decision Support System using Form Controls and data Validation;
• Project 4: Simulation modeling using @RISK;
• Project 5: Optimization modeling using Solver.
2. In-class Practical Exams: Individual work, 30% of total grade
• Exam 1: Data Analysis including Pivot Tables, Arrays, Database Statistical functions, Subtotal
functions, Data manipulation, Data Tables, Descriptive Statistics and Histograms;
• Exam 2: Simulation and Optimization modeling.
3. Take-home Practical Exams: Individual work, each 18% of total grade
• Exam 1: Developing a Decision Support System with Form Controls and Data Validation;
• Exam 2: @RISK Simulation Model.
4. Final Lecture Exam: 15% of total grade, multiple choice exam which is directed at the higher level
concepts of the material, from Critical Thinking to Analytics.
5. Topics and daily teaching materials and files
• Business skills:
• Critical thinking
• Problem solving
• Troubleshooting
• Teamwork and collaboration
• Process Flow
• Data Analysis Topics:
• Histograms and Descriptive Statistics with Excel’s Analysis Toolpak
• Pivot Tables
• Database functions
• Filtering and sorting
• Subtotals
• Array formulas
• Business Modeling Topics:
• What-If analysis / Estimating Templates with Form Controls
• Optimization with Solver and Goal Seek
• Simulation with @RISK
4. KEY CONTRIBUTIONS AND DEVELOPMENT: K327
This Course was developed in Spring/Summer of 2012, launched in Fall 2012. Couse stemmed at the
request of ODT Chair; overall purpose of the class was to develop Critical Thinking and Problem
Solving skills in the context of Business Analytics. Sole author of both topics and content. Only course
in Business Analytics Co-Major designed and implemented by non-Tenure Track faculty. The emphasis
is on Technical Critical Thinking and Problem Solving, or developing those skills which a technician has
to develop in the field. The tagline for the course is: “What will you do when asked to do something
you have never done before?”
Course Curriculum
1. Business Skills:
• Critical thinking
• Problem solving
• Troubleshooting
• Teamwork and collaboration
• Process Flow
1. Data Retrieval and Database Management topics:
• Creating an analysis from multiple tables
• Creating an analysis from multiple worksheets
• Index/Match combination
• Offset and Indirect functions
2. Data Analysis topics:
• Database functions and Advanced Filter: creating queries in Excel
• Subtotals and Aggregate functions
• Array formulas and functions
3. Modeling a Decision Making Process:
• Form controls
• Data Validation
• Virtual named ranges
Couse Assessment
1. All Quizzes, Projects and Exams are from the field. Quizzes and Projects are team-based, while the
exams are done individually;
2. All deliverable must include a plan, which will detail how the assignment will be accomplished and how
the final product varies from the plan;
3. Team-based projects are 46% of the final grade, while the exams constitute 54% of the total;
4. All deliverables are take-home and done outside of the classroom. Students have my cell phone number
in order to ask questions during the process.
5. Recognition and Awards
• Alpha Kappa Psi award for Teaching Excellence: 2013
• Nomination for Trustee Teaching Award: 2009, 2014, 2015
• Trustee Teaching Award 2015
6. Recognition and Awards
• Alpha Kappa Psi award for Teaching Excellence: 2013
• Nomination for Trustee Teaching Award: 2009, 2014, 2015
• Trustee Teaching Award 2015