Oakland University - School of Business Administration

Oakland University - School Of Business Administration FIS 431/631, Financial Information Systems: Analysis and Design Syllabus - Winter 2004 M, 6:30 to 9:20, EH 223

Instructor: Dr. Joseph H. Callaghan, Professor of Accounting Office: EH 320; Tel: (248) 370-3538; Fax: (248) 370-4275

Contact: Office: M – 5:00 to 6:25 pm, T – 12:00 to 12:55 pm and by appointment E-mail: [email protected] URL: http://www.sba.oakland.edu/Faculty/Callaghan/index.html

Prerequisites: MIS 200/CSE 125, MIS 300, and FIS 318 (or graduate equivalents)

Course Description: This course focuses on the modeling of financial information systems for businesses. Students will be exposed to technology that leverages these models for developing and and designing financial information systems. Students should be capable of using the knowledge and skills acquired in this course for technology-enabled business process modeling and design, regardless of the computer hardware, operating system, database management system, and other software packages available to them. The Systems Development Life Cycle (SDLC) is used as a logical framework, and the Information Engineering (IE) set of methodologies is used to automate the SDLC for creating business systems. For the tool-enhanced portion of the course, Oracle Designer 9i™, an integrated software development tool, is used. The course has three core components: (1) The SDLC, IE, and the MOTE Approach; (2) Case Study Models, using Oracle Designer 9i™ to analyze business systems, and (3) Design and Implementation of a subset of 9i models developed under (2).

Course Objectives:

Part 1: The Systems Development Life Cycle, Information Engineering, and the MOTE Approach  To describe the SDLC logical framework and the IE methodologies for developing enterprise-wide information systems  To define data and activity modeling and to explain the advantages of using these models  To describe a relational database management system and to perform normalization of data  To prepare REA models  To prepare activity models  To construct entity relationship diagrams and to describe data structures and attributes of the database repository  To use an integrated systems development toolset for systems planning and analysis -2-

Part 2: Case Study ● To apply the SDLC framework to simulate a realistic analysis situation

Part 3: Model Implementation ● To implement models using a three-tier, web-based architecture

Course Resources: (1) E-mail Account, Oracle accounts (2) Readings and Research, Given on course web site or available from Library (3) Oracle Designer 9i™, Installed in the SBA Computer Lab (4) Folders, disks, and poster board for projects

Class Participation, Readings, Cases and Other Assignments:

Class Participation You are required to attend all classes and participate in class projects and discussions. A class participation sheet will be given to each student (Attachment 3). On your participation sheet, you will record your "best" comment or contribution made for the week. The sheet will be submitted to the instructor at the end of the semester. These contributions, along with projects done during class, will determine your class participation grade.

For good participation, students should:  always be well prepared;  ask insightful, penetrating questions;  push the discussion to a higher, more sophisticated level;  help us understand, in a constructive manner, why some of the arguments that have been voiced are flawed or incomplete.

Poor participation is when students:  rarely talk;  sleep in class;  skip classes;  make irrelevant comments;  are unprepared when they are called upon;  arrive late;  leave early.

Readings References for required readings are listed in Attachment 1. These readings, together with internet readings indicated on class slides, will culminate in class discussions, in which all students must participate (see note on class participation in the preceding paragraph). Students should be adequately prepared for these discussion sessions (i.e., do assigned readings before class). -3-

Case Studies, Projects and Other Assignments Cases will be completed throughout the semester, to coincide with the various topics. Some assignments will be done on an individual basis, while others will be group project assignments. Group size will be three people, but may vary depending course enrollment. An assignment sheet has been given (Attachment 2). Students may complete this worksheet as homework is assigned. For group submissions, each student will evaluate the overall contribution of the other group members (see Attachment 4). These peer evaluations will be taken into account in the determination of individual grades. Specific instructions regarding group assignments, which include a major group project, will be given during the semester.

General Course Administration:

1) Please turn off cells phones during class.

2) Completion of assigned readings, questions, projects, or problems prior to class meetings is essential. Short class quizzes may be given periodically. You are responsible for retaining materials evaluated for credit.

3) Course evaluation:

Grading and mark allocation: The maximum absolute score that a student can attain in this course is 100 points. Your final grade will be determined as follows:

Course Grade

Numeric Letter Percentage

4.0-3.6 A 100%-90%

3.5-3.0 B 89%-80%

2.9-2.0 C 79%-70%

1.9-1.0 D 69%-60%

0.0 No credit 59% and less -4-

The components of your grade will be weighted as follows:

Grading: Undergraduates Graduates Midterm Examination 30% 30% Semester Project 20% 20% Paper (5-page on technical topic) N/A 5% Group and Individual Projects 40% 35% Class Participation 10% 10% Total 100% 100%

Graduate Students: In addition to the group and individual projects, and weighted with that area, you will be required to write a 5-page term paper on a mutually agreeable topic related to accounting and information technology. Topics could include some aspect of: XBRL, ERP,UML, computer security, financial databases, or a work-related system problem. This paper is due on the second-to-last class.

Incompletes: An “Incomplete” grade can only be used in cases of severe hardship beyond the control of the student (e.g., hospitalization). It cannot be used to make up for inadequate performance. See OU catalog for policy and request procedure.

Ethics: Ethics is a fundamental business concept. The standards of conduct by which one's actions are judged right or wrong, honest or dishonest, fair or unfair, are called ethics. Please read and comply with the university's policy on academic conduct (i.e., ethical behavior). It is printed in the undergraduate and graduate catalogs. Unaided individual work is expected for examinations. It is permissible to assist each other with homework assignments, as this is part of the learning process. But, for individual homework assignments, each student must prepare his or her own work. For example, printouts of computer files must not originate from the same file, as this would constitute plagiarism. Plagiarism is unethical. Any written assignments must cite proper references. This includes any information obtained from articles, books, and the internet. -5-

Attachment 1: Tentative Class Schedule

Module Week of Topic Readings Resources 1 1/12/2004 Introduction to FIS Analysis & Design Read Belgium Chocolate Company Case Slides1 Read REA/IE Article

2 1/19/2004 MLK 3 1/26/2004 Process Modeling Using IPSO Slides2 4 2/2/2004 REA Modeling Slides3 5 2/9/2004 ERD and Normalization Slides4 6 2/16/2004 Interaction Modeling Slides5 7 2/23/2004 Winter Break 8 3/1/2004 Midterm Examination 9 3/8/2004 Process Model Implemented 10 3/15/2004 Data Model Implemented 11 3/22/2004 Interaction Models Implemented 12 3/29/2004 Design1 13 4/5/2004 Design2 14 4/12/2004 Design3 15 4/19/2004 Projects/Papers Due -6-

Attachment 2: FIS 431/631 Assignment Schedule

Due Date Individual Assignments Group Assignments 1/12/2004 Send me an e-mail message from your preferred email account (1) confirming that you have read the entire syllabus and that you understand the contents. If not, ask questions and I will repond; (2) I will acknowledge all messages in order to capture email addresses for the class distribution list. 1/19/2004

1/26/2004

2/2/2004 Complete Designer 9i Tutorial Phase 1 of Belgium Chocolate 2/9/2004

2/16/2004

2/23/2004

3/1/2004

3/8/2004

3/15/2004

3/22/2004

3/29/2004

4/5/2004

4/12/2004

4/19/2004 -7-

Attachment 3: Class Participation Sheet

Student Name: ______

Week of Summary of Best Contribution/Participation Score 1/12/2004

1/19/2004

1/26/2004

2/2/2004

2/9/2004

2/16/2004

2/23/2004

3/1/2004

3/8/2004

3/15/2004

3/22/2004

3/29/2004

4/5/2004

4/12/2004

4/19/2004

1 point per week for attendance with "no comment" 1 point per week for a comment /contribution judged relevant by instructor 1 extra credit point per week for a comment/contribution judged excellent by instructor – instructor will allocate! -8-

Attachment 4: Group Evaluation Course: Name: ______

This form requires you to assess members of your group, not including yourself, with respect to their participation in the preparation and completion of group case assignments and other group assignments. You will have 100 points to divide up among the group - these values should reflect the percentage of participation by each group member. You are also asked to assign a letter grade (A-excellent contribution, B-good contribution, C-satisfactory contribution, D-minimal contribution, F-unsatisfactory contribution) to each group member.

PLEASE BE OBJECTIVE IN YOUR EVALUATION AND JUDGE MEMBERS ON THEIR CONTRIBUTION, NOT THEIR PERSONALITY. REMEMBER, THESE EVALUATIONS WILL BE REFLECTED IN THE CALCULATION OF FINAL PROJECT GRADES!

PLEASE NOTE THAT ALL GROUP MEMBERS MUST SUBMIT AN EVALUATION FORM BEFORE ANY INDIVIDUAL FINAL COURSE GRADES CAN BE ASSIGNED.

EXAMPLE Person A did nothing but type the title page, Person B was a terrible writer but made up for it by actually typing the finished project and Person C wrote the majority of the paper. Persons B and C did the background research together.

NAME OF GROUP MEMBER EVALUATION LETTER GRADE

1. Person A ______2______F______

2. Person B ______49______A______

3. Person C ______49______A______

NAME OF GROUP MEMBER EVALUATION LETTER GRADE

1. ______

2. ______

3. ______

Comments: WERE ANY OF YOUR GROUP MEMBERS ABSENT FOR MEETINGS? IF SO, WHY?

ARE THERE ANY OTHER FACTS THAT I SHOULD BE AWARE OF CONCERNING GROUP MEMBERS AND ACTIVITIES? CIRCLE YOUR CHOICE . Yes / No (If you had unequal participation within your group please use the back of the sheet to provide me with an explanation of unequal grade distributions)