Decision Support & Business Intelligence Systems – Chapter 1 Study Notes

Learning Objectives

  • Understand today's turbulent business environment and how organizations survive and excel

  • Recognize the need for computerized support of managerial decision making

  • Recall an early framework for managerial decision making (Gorry & Scott-Morton / Anthony-Simon taxonomy)

  • Grasp the conceptual foundations of Decision Support Systems (DSS)

  • Comprehend Business Intelligence (BI) methodologies, relate them to DSS, and see the evolutionary path from DSS to BI

Business Pressures–Responses–Support Model

  • Three interacting pillars:

    • Business Environmental Factors/Pressures

    • Organizational Responses

    • Decisions & Support (often computerized)

  • Goal: align real-time analytics and integrated computer-based decision support with strategy, agility, and productivity

Business Environment Factors

  • Markets

    • Strong competition, expanding global markets

    • Flourishing electronic markets (Internet), innovative marketing methods

    • IT-supported outsourcing opportunities, need for real-time/on-demand transactions

  • Consumer Demand

    • Customization expectations, product quality & diversity, faster delivery

    • Customers are empowered yet less loyal

  • Technology

    • Rapid innovation in products/services, high obsolescence rate

    • Information overload, social networking (Web 2.0→beyond)

  • Societal Factors

    • Greater regulation & deregulation, diverse/aging workforce, more women

    • Homeland security/terrorism concerns, Sarbanes-Oxley & similar legislation

    • Corporate social responsibility & sustainability emphasis

Organizational Responses to Pressures

  • Be reactive, anticipative, adaptive, proactive

  • Typical managerial actions:

    • Strategic planning, innovative business models, business process restructuring

    • Alliances & partnership improvement, superior information systems

    • Encourage creativity & innovation

    • Enhance customer service/relationships, transition to e-commerce

    • Shift to make-to-order & on-demand production/services

    • Exploit new IT for communication, data discovery, collaboration

    • Rapid reaction to competitors (pricing, promotions, products)

    • Automate white-collar tasks & certain decision processes

    • Employ analytics to improve decision quality

Closing the Strategy Gap

  • Computerized decision support aims to reduce the discrepancy between current performance and desired performance (mission → objectives → goals → strategy)

Managerial Decision Making

Management Process & Resources

  • Management: using resources (inputs) to achieve organizational goals (outputs)

  • Success metric: \text{Efficiency} = \frac{\text{Outputs}}{\text{Inputs}}

  • Decision making = choosing the best alternative from \ge 2 options

Mintzberg’s 10 Managerial Roles

  • Interpersonal: Figurehead, Leader, Liaison

  • Informational: Monitor, Disseminator, Spokesperson

  • Decisional: Entrepreneur, Disturbance Handler, Resource Allocator, Negotiator

Four-Step Scientific Decision-Making Process

  1. Define the problem/opportunity

  2. Construct a model of the real world

  3. Identify & evaluate potential solutions

  4. Compare, choose, & recommend the best solution

Challenges Making Decisions Today

  • Explosion of alternatives (tech, IS, search engines, globalization)

  • Heightened uncertainty (regulation, compliance, instability, terrorism, competition, shifting demand)

  • Need for speed, frequent changes, high cost of errors → limits trial-and-error learning

Computerized Decision Support Systems (DSS)

Why Use DSS?

  • Rapid computations & what-if analysis

  • Better communication & collaboration (groups/teams)

  • Higher individual & group productivity

  • Improved data management & access

  • Helps overcome human cognitive limits

  • Enhances decision quality & agility

  • Web-enabled: anytime, anywhere access

Early Decision Support Framework (Gorry & Scott-Morton, 1971)

  • Dimensions:

    • Type of Control: Operational ↔ Managerial ↔ Strategic

    • Type of Decision: Structured ↔ Semi-structured ↔ Unstructured

  • Nine cells → match examples (e.g., Order Entry = Operational/Structured; Mergers & Acquisitions = Strategic/Unstructured)

Simon’s Decision-Making Phases

  • Intelligence: environmental scanning, reports, queries, benchmarking → detect problems/opportunities

  • Design: creativity, generate & analyze alternatives

  • Choice: compare alternatives, select best

  • Implementation: deploy & act on chosen solution

Decision Support Systems—Definitions & Scope

  • Classical (1970s): interactive computer-based systems coupling data + models to aid unstructured problems (Gorry & Scott-Morton; Keen & Scott-Morton)

  • Recent: IS that support semi- or unstructured managerial activity (Turban 2007; Arnott & Pervan 2008)

  • Umbrella view: any computerized system aiding decision making (e.g., company-wide KM, functional DSS)

  • Narrow view: custom applications built for semi/unstructured problems with components: Data, Model, Knowledge, User, Interface (loosely coupled)

High-Level DSS Architecture

  • Data (internal & external)

  • Models (quantitative/qualitative)

  • Knowledge/Rules

  • User Interface (UI/API)

Major DSS Types

  • Model-oriented: leverages quantitative models (decision trees, multi-criteria, optimization)

  • Data-oriented: derives functionality from large structured databases (file drawers, MIS reports, data warehouses, EIS, spatial DSS)

Evolution toward Business Intelligence (BI)

Definition & Objectives

  • BI = umbrella of architectures, tools, databases, analytical methods, apps & methodologies aimed at delivering easy data/model access → convert data → information → knowledge → decisions → action

Brief History

  • 1970s: MIS static reports

  • 1980s: Executive Information Systems (EIS)

  • 1990s: OLAP, multidimensional ad-hoc reports → term BI coined (Gartner)

  • 2005+: AI & Data/Text Mining, web portals, dashboards

  • 2010s+: ongoing developments (predictive & prescriptive analytics, mobile BI, cloud)

Evolution of BI Capabilities (chronology)

  • Query/reporting → ETL/metadata → data warehouses → OLAP → dashboards/cockpits → scorecards → portals → alerts → data/text mining → predictive analytics → workflow/broadcasting → spreadsheet integration

BI Architecture Components

  1. Data Warehouse (DW) – well-organized historical repository

  2. Business Analytics – tools for manipulating/mining/analyzing DW data

  3. Business Performance Management (BPM) – monitor & analyze KPIs

  4. User Interface – browser/portal/dashboard for easy access

High-Level BI Flow
  • Data Sources → ETL → DW (build, organize, summarize, standardize) → Analytics (manipulate, derive results) → BPM (strategy, performance) → UI (presentation); future: intelligent systems overlay

Styles of BI (MicroStrategy)

  • Report delivery & alerting

  • Enterprise reporting (dashboards/scorecards)

  • Cube (slice-and-dice) analysis

  • Ad-hoc queries

  • Statistics & data mining

Benefits of BI (Thompson 2004 survey)

  • Faster/more accurate reporting 81\%

  • Improved decision making 78\%

  • Better customer service 56\%

  • Increased revenue 49\%

  • Real-time corporate performance visualization

The DSS–BI Connection

  • Architectural Similarity: BI evolved from DSS foundations

  • Direct vs. Indirect Support: DSS = specific decision episodes; BI = information provisioning that indirectly supports many decisions

  • Orientation: BI leans executive/strategic (BPM, dashboards); DSS often analyst-centric

  • Build Approach: BI built with commercial tools/components; DSS frequently bespoke

  • Origins: DSS methods/tools mainly academic; BI tools from software vendors

  • Tool Overlap: data mining, predictive analytics common to both

  • Relationship Views:

    • DSS ⊂ BI (analytical component)

    • BI = special data-oriented DSS

    • DSS = original element in BI’s evolutionary chain

DSS–BI Pictorial Summary (Kopáčková & Škrobáčková 2006)

  • Model-driven DSS ↔ optimization/what-if, etc.

  • Data-driven DSS (DW, OLAP, DM)

  • Knowledge-driven DSS (Expert Systems)

  • Document-driven DSS (text mining)

  • Communication-driven DSS (email, IM, video-conference)

  • Collective tools feed modern Business Intelligence environments

Tutorial / Discussion Prompts

  • Analyze real-world DSS applications: components, functions

  • Observe organizational decision processes; map suitable DSS category

  • Compare DBMS vs MBMS (model base management system): similarities (storage, retrieval, management); differences (data vs. model focus, query languages, metadata)