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® Certified Analytics Professional candidate handbook second edition INFORMS Ce

® Certified Analytics Professional candidate handbook second edition INFORMS Certified Analytics Professional (CAP ®) Examination CANDIDATE HANDBOOK 5521 Research Park Drive, Suite 200, Catonsville, MD 21228 USA 443-757-3500 800-4INFORMS (800-446-3676) Last revised 12/18/2013 ® INTRODUCTION....................................................................................................................................... 1 About INFORMS................................................................................................................................................ 1 About the INFORMS Certified Analytics Professional (CAP®) Program........................................................ 1 Vision and Mission Statements of the CAP® Program.................................................................................... 3 Nondiscrimination Policy................................................................................................................................... 3 Eligibility Requirements..................................................................................................................................... 3 About the Professional Job Task Analysis Process.......................................................................................... 4 APPLYING FOR AND SCHEDULING AN EXAMINATION...................................... 7 Steps in the Certification Process..................................................................................................................... 7 Application and Payment Submission Process.. .............................................................................................. 8 Fees and Refunds. .............................................................................................................................................. 8 Scheduling an Examination............................................................................................................................... 9 Cancellation of an Examination........................................................................................................................ 9 Special Examination Arrangements. ............................................................................................................... 10 PREPARING FOR THE EXAMINATION. .............................................................................. 11 Sample Test Questions.................................................................................................................................... 11 References........................................................................................................................................................ 17 Continuing Education and Training Courses................................................................................................. 18 TAKING THE EXAMINATION..................................................................................................... 19 Exam Site Requirements and Instructions. ..................................................................................................... 19 AFTER THE EXAMINATION. ........................................................................................................ 20 Examination Score Reports and the Scoring Process................................................................................... 20 Hand Scoring.................................................................................................................................................... 20 Reexamination. ................................................................................................................................................. 20 Security and Confidentiality............................................................................................................................ 20 APPEALS OF CERTIFICATION DECISIONS..................................................................... 21 Appeals Eligibility. ............................................................................................................................................ 21 Appeals Process............................................................................................................................................... 21 Appeals Panel. .................................................................................................................................................. 21 Appeals Decisions. ........................................................................................................................................... 21 i. ® DISCIPLINE PROCESS....................................................................................................................... 22 CODE OF ETHICS/CONDUCT. ..................................................................................................... 23 CERTIFICATION RENEWAL PROCESS. ............................................................................... 25 Professional Development Unit (PDU) Requirements................................................................................... 25 Recording PDUs and the Audit Process......................................................................................................... 25 Transfer of Excess PDUs to the Next Renewal Cycle. .................................................................................... 26 Changes in the Name and Address of Certificants....................................................................................... 26 USE OF THE CAP® CREDENTIAL. ............................................................................................. 26 CONTACT INFORMS. ........................................................................................................................... 26 APPENDIX CAP® Certification Application and Agreement Confirmation Statement on Analytics Soft Skills Certification Examination Special Accommodations Form ii. ® 1 About INFORMS INFORMS is the world’s largest professional society for those in the field of analytics, operations research (O.R.), and the management sciences. INFORMS is committed to meeting the professional needs of those who develop, apply, research, and teach advanced analytics, O.R. and the management sciences. INFORMS works to promote a broader understanding and recognition of the field by encouraging, facilitating, and rewarding excellence; communicating appropriate achievements and capabilities; providing lifelong education and career development opportunities; and attracting the best people. About the INFORMS Certified Analytics Professional (CAP®) Program INFORMS is pleased to announce the development and implementation of a professional certification program that meets the needs of analytics professionals. The Certified Analytics Professional (CAP®) program was developed in 2011–2012. The first examination was conducted on April 7, 2013, at the INFORMS Analytics Conference, April 7–9, in San Antonio, Texas. INFORMS analytics certification program advances the use of analytics by setting agreed upon standards for the profession and advances the profession by providing a means for organizations to identify and develop qualified analytics professionals, by contributing to the career success and continued competence for analytics professionals, and by improving the credibility and visibility of the analytics profession. INFORMS defines analytics as the scientific process of transforming data into insight for making better decisions. Analytics is seen as an end-to-end process beginning with identifying the business problem to evaluating and drawing conclusions about the prescribed solution arrived at though the use of analytics tools and methodologies. Analytics professionals are skilled at this process. The CAP® examination measures acceptable performance across seven major areas or domains of practice that adhere to the analytics end-to-end process: business problem framing, analytics problem framing, data, methodology selection, model building, deployment, and model life cycle management. See the “About the Professional Job Task Analysis Process” section for more information about the end-to-end process that is covered by the exam. Because analytics is an end-to-end process, the CAP® examination assesses a breadth of knowledge across the seven domains, but not a depth of knowledge in any one methodology. Those interested in taking the CAP® examination should consider themselves to be analytics professionals or semi-professionals, and not analytics amateurs. They should be interested in adhering to the highest standards of good analytics practice and following a path of continual professional development in analytics. Candidates must have at least three years of experience in analytics depending on their academic degree. See the “Eligibility Requirements” section for more information on qualifying for the CAP® examination. The CAP® program formally began in August 2011, when INFORMS established the INFORMS Certification Task Force to plan and develop this new analytics certification. ® 2 Following the first CAP® examination in April, 2013, an independant Analytics Certification Board (ACB) began administering the INFORMS analytics certification program. The ACB replaced the INFORMS Certification Task Force and became the official governing body. The ACB has independent authority to make all final decisions regarding program procedures, program content, approval of applicants and granting of certification independent of input from INFORMS governance including INFORMS Board of Directors. Members of the Analtyics Certification Board are listed below: • Chair: Scott Nestler, PhD, CAP , US Army • Vice-Chair: Polly Mitchell-Guthrie, SAS • Tom Davenport, PhD, Babson College • Bill Franks, Teradata • Jeanne Harris, Accenture • Terry Harrison, PhD, CAP , Penn State University • Lisa Kart, CAP , Gartner • Kathy Kilmer, Disney • Don Kleinmuntz, PhD, Strata Decision Technology LLC • Jack Levis, UPS • Paul Messinger, PhD, CAP , University of Alberta • Jonathan Owen, PhD, General Motors • Melissa Moore, INFORMS Exec. Director, Ex officio INFORMS is the first professional society to develop a professional certification program for analytics professionals. Key components of the CAP® program include the following: 1. Formal credentialing requirements, including a standardized examination and required renewal process. 2. Program content based on the findings of a job task analysis working group, whose members represent a broad background of analytics practitioners (see the section titled “About the Professional Job Task Analysis Process”). 3. Agreed-upon eligibility criteria that consist of academic preparation, work experience in analytics, and an attestation from an employer confirming adequate mastery of soft skills in analytics. 4. Certification program content that is both software and vendor neutral. 5. Successful completion of the certification process enabling analytics professionals (and their employers) to have confidence that they bring a core set of analytics skills to a project team. ® 3 Vision and Mission Statements of the CAP® Program Vision To advance the use of analytics to transform the world by setting agreed-upon standards for the profession. Mission To advance the analytics profession by providing a high-quality program of certification and by promoting continuing competence for practitioners. Nondiscrimination Policy INFORMS does not discriminate among candidates on the basis of race, color, creed, gender, age, religion, national origin, ancestry, disability, military discharge status, sexual orientation, or marital status. INFORMS strives to adhere to all applicable laws and regulations pertaining to nondiscrimination practices. INFORMS will arrange for reasonable accommodation for any individual requesting it. Eligibility Requirements Eligibility requirements for the CAP® credential include the following. Experience • Applicants must have o at least three (3) years of professional analytics related experience for individuals holding an MA/MS degree or higher in a related educational area (educational areas considered to be related to analytics are enumerated under “Education” below) OR o at least five (5) years of professional analytics related experience for individuals holding a BA/BS degree in a related educational area (educational areas considered to be related to analytics are enumerated under “Education” below) OR o at least seven (7) years of professional analytics related experience for individuals holding a BA/BS degree or higher in an educational area unrelated to analytics. • Applicants are expected to provide information on professional experience including the name of the company/employer, name and title of the immediate supervisor, contact information for the immediate supervisor, and dates of employment in a professional analytics position. Education • A BA/BS degree or an MA/MS degree in an analytics-related area is recommended for consideration for the CAP® program. These analytics-related areas include, but are not limited to, the following: analytics, operations research, management science, statistics, engineering, business (and directly related areas such as marketing, finance, etc.), theoretical or applied mathematics, information technology, computer science, decision science, and others deemed appropriate by INFORMS Analytics Certification Board. The degree must be obtained from a regionally accredited college or university recognized by the U.S. Department of Education or similar entities in other countries. • INFORMS requires submission of a photocopy or electronic version of an official university or college transcript to demonstrate compliance with all education requirements. ® 4 Confirmation of Soft Skills An important trait of a Certified Analytics Professional is the demonstrated achievement of an acceptable level of “soft skills,” in addition to the knowledge, skills, and abilities covered by the CAP® examination process. These soft skills include, but are not limited to, the following: • Ability to communicate with a client/employer regarding the framing of an analytics problem. • Understanding of the background of the client/employer regarding its organization and specific industry focus. • Ability to explain the findings of the analytics process in sufficient detail to ensure clear understanding by the client/employer. The CAP® program relies on a confirmation by a person in a supervisory capacity that the candidate possesses the skills enumerated above. The confirmation process requires that all applicants uploads/Geographie/ study-guide 3 .pdf