Certified Analytics Professional CAP Certification Program TDWI Presented

Certified Analytics Professional (CAP®) Certification Program TDWI Presented by Jeff Devon, CAP March 6, 2014 1

Agenda • Background • Benefits of CAP® certification • Details of Becoming Certified • Maintaining the certification • Questions 2

Who is INFORMS? • Institute for Operations Research and Management Science • Mission: lead in the development, dissemination and implementation of knowledge, basic and applied research and technologies in operations research, the management sciences, and related methods of improving operational processes, decision-making, and management. • 10, 700 members - mix of academic (80%) and practitioner (20%) • Highly educated (51% earned Ph. D, 96% earned or pursuing MS or higher) • Global (79% North America, 10% Europe, 7% Asia) • Partner with CORS (www. cors. ca) 3

INFORMS and Analytics • Analytics is the scientific process of transforming data into insight for making better decisions. • Analytics-Related Initiatives – – – Analytics Certification Continuing Education Courses Research Analytics Maturity Model Engagement with Industry, Government, and Academia 4

CAP® Program Goals To fill a certification gap in an important and growing field • • • Advance the use of analytics by qualified professionals Ensure quality of profession Identify individuals with appropriate breadth of knowledge Ensure continued competency Be software and vendor neutral 5

Who is a CAP? How could this grocery store improve average wait time? 6

The “Shape” of Analytics Certification • Initial certification will assess across the breadth of knowledge needed in analytics (i. e. the “top crossbar of the T”) • Evaluation of more detailed knowledge can be done later in “add-on” certifications, pending the successful development and deployment of CAP. • Want to ensure that CAP does include some level of depth across the broad range of tasks performed and knowledge required by analytics professionals 7

Benefits of Certification • Advances career potential by setting you apart • Personal satisfaction---key career milestone • Demonstrates continuing prof. development and commitment to the field • Boosts salary potential • Shows competence in the principles and practice of analytics • Proves your organization follows industry-standard analytics practice 8

5 E’s: Components of CAP® Certification • Education: • Experience: • Exam: Degree Area Experience MS/MA or higher Related Area 3 years BS/BA Related Area 5 years BS/BA Non-Related Area 7 years Tests skills and knowledge in the 7 domains of the Job Task Analysis • Effectiveness: • Ethics: Degree Level Soft skills validated by current or former employer / client Must agree to a Code of Ethics 9

Analytics Certification Board • Semi-independent governing body; assumed responsible for development of the certification program in July 2013. • Members include: - Scott Nestler, CAP, US Army (Chair) Polly Mitchell-Guthrie, SAS (Vice Chair) Tom Davenport, Babson College Bill Franks, Teradata Jeanne Harris, Accenture Terry Harrison, CAP, Penn State University Lisa Kart, CAP, Gartner Kathy Kilmer, Disney Don Kleinmuntz, Kleinmuntz Associates Jack Levis, UPS Paul Messinger, CAP, University of Alberta Jonathan Owen, General Motors Melissa Moore, INFORMS Exec. Director 10

Job Task Analysis Developed by people who are: • Highly regarded in their field • Diverse in geography, sector, organization type, and application area Domain Task • Representative of descriptive, predictive, and prescriptive segments Knowledge

Domains of Analytics Practice • • Business Problem Framing Analytics Problem Framing Data Methodology (Approach) Selection Model Building Deployment Model Lifecycle Management (15%) (17%) (22%) (15%) (16%) (9%) (6%) 12

Exam Format • 100 multiple choice test questions (examples on website & in Candidate Handbook) • Only 1 correct response • 3 Hours to complete • Paper and pencil format (for now; Computer. Based Testing begins in 2014) • 4 function calculator provided • Delivered in proctored environment 13

How to Prepare • Candidate Handbook – Review the sample questions -- familiarize yourself with the exam question format • Includes rationale for correct and incorrect answers – Review and use the list of key references • Continuing Education classes – List can be found on website • (Draft) Study Guide – On website for review/comment – Complete Study Guide due soon ALL are available online at: http: //www. informs. org/Certification/ 14

Maintaining the CAP® Designation • Certification requires that knowledge be kept current • Recertification every 3 years • Based on earning at least 30 PDUs • 1 Professional Development Unit (PDU) = 1 hour of activity • PDUs can be maintained online at INFORMS PDU Category PDUs Allowed Education/Training programs 1 PDU/hour of activity: must earn 8 Self-directed learning 1 PDU/hour of activity: maximum of 10 Creating new analytics knowledge 1 PDU/hour of activity: maximum of 10 Volunteer service 1 PDU/hour of activity: maximum of 10 Analytics professional work experience 5 PDUs/year of employment 15

Questions? Web: www. INFORMS. org/certification Certification Manager: Louise Wehrle Email: certification@INFORMS. org Phone: 443 -757 -3500 Presenter: Jeff Devon Email: jdevon@torontohydro. com 16