Note: in 2012, BIT (Business Information Technology) merged with OMS [Operations and Management Science].

The resulting group is referred to as T&O [Technology and Operations], or as TO.

T&O 512 and 513 make exclusive use of Windows Excel 2010, a component of Microsoft Office 2010.

As detailed below, the course textbooks, exercises, and exams require the use of Windows Excel 2010.

Spreadsheet software other than Excel 2010 (e.g., Excel 2007; Excel 2011 for the Mac;

Google docs spreadsheets) is insufficient for T&O 512/513

because of software differences across various Excel implementations.

If a Mac is Windows-enabled and has Office 2010 installed, the Mac can be used in T&O 512 and T&O 513.

For further details, see "Can We Use a Mac Instead of a PC in T&O 512? In T&O 513?" further below.

**Site last updated November 27, 2013**

** T&O 512: **

Jan-Feb
2014

Section 004/452: 6:30-9:30 Mondays
(452 is the Section number used by Evening MBA Program students; 004 is used by
all others)

Section 001: 12:40-2:10 p.m.
Tuesdays and Thursdays

Section 002: 2:10-3:40
Tuesdays and Thursdays

Section 003/451:
6:30-9:30 Tuesdays, (451 is the Section number used by Evening MBA
Program students; 003 is used by all others)

** Sep-Oct 2014
Section 001: 12:40-2:10 p.m.
Tuesdays and Thursdays
Section 002/451: 7:00-10:00
Tuesdays (451 is the Section number used by Evening MBA Program students; 002
is used by all others)**

** T&O 513:
**

Section 001: 12:40-2:10 p.m. Tuesdays and Thursdays

Section 002/451: 6:30-9:30 p.m. Tuesdays (451 is the Section number used by Evening MBA Program students; 002 is used by all others)

** Nov-Dec
2014
Section 001/451: 6:30-9:30
p.m. Tuesdays (451 is the Section number used by Evening MBA Program students;
001 is used by all others)**

**There
are no formal pre-requisites for T&O 512, other than graduate student standing.
Because most students already know at least the bare-bones elements of spread-sheeting, however, the course begins with
Excel Chapter 4 in the course textbook. (See the book by Parsons et al.,
described further below.) Note though that everyone must work his/her way
through Excel Chapters 1 through 3 on his/her own, and everyone in the course
must do a set of three autograded exercises based on
Chapters 1 through 3. The course is fast paced and intensive, making it
possible to achieve in-depth coverage of most of the surprisingly rich,
powerful and practical features and capabilities of Excel 2010 within a 6-week
time frame. Students gain Microsoft Certifiable Application-Specialist
knowledge of Excel 2010. This means that, after completing the course and the
Appendices in the book, students could take (and presumably pass) the Microsoft
Certified Application Specialist Excel 2010 certification exam, at a cost of
~$100. (Appendix E in the book provides certification-exam particulars.)**

**The
Parsons et al. textbook takes a tutorial-based, case-study approach. Each
tutorial chapter concludes with exercises based on business cases. The book
contains twelve Excel 2010 tutorial chapters (all covered in class, except for
the first three chapters as noted above), dealing with such topics as charts
and graphing, functions (including financial and time-and-date functions) and
formulas; managing records within Excel; Pivot Tables; working with multiple
worksheets and workbooks; use of Auditing Tools to troubleshoot spreadsheets
and to come to a better understanding of applications built by others; use of
Microsoft Query to extract data from Access databases; structured what-iffing and sensitivity analysis with Data Tables,
Scenarios, and the Scenario Manager; Goal Seeking; an introduction to linear
and nonlinear optimization; the recording of Macros; and the light editing of
Macros.**

**Here's
how you can answer that question: Spend some time browsing the T&O 512 textbook.
There is a copy on two-hour Ross Kresge Library
reserve. In each of chapters 4 through 11, scan the "Review
Assignments" and "Case 3." (You'll find the Review Assignments
and Cases at the back of each chapter.) If you can imagine yourself being able
to do at least about two thirds of those exercises quite comfortably (and, by
extension, if you feel comfortable with about two thirds or more of the
concepts in the book and their operational implementation), you are probably
overqualified for T&O 512. (You could fill in your "concept gaps"
and their operational implementation on your own, without spending
the time and tuition money to take T&O 512.) Otherwise, taking T&O 512
is probably in order.**

**If
you judge that you're overqualified for T&O 512, give serious consideration
to taking T&O 513. (T&O 512 or equivalent know-how in Excel is a
T&O 513 pre-requisite.) A suggestion for self-checking your readiness for
T&O 513 (without having taken T&O 512) is given in the second paragraph
in the next topic.**

**T&O
513 has T&O 512 ( or equivalent fluency in
Excel) as a pre-requisite. T&O 513 takes up the topics of risk analysis using simulation (Monte Carlo,
spreadsheet-based simulation), decision analysis using decision trees
(probability trees), and linear and nonlinear optimization. Commercial
third-party Excel add-ins are used in the course.
(These add-ins include @Risk, PrecisionTree, and
Solver which are in the RSB (Ross School of Business) computer network for
local and remote use on PC's and Windows-enabled Macs (remote use is
accomplished via the use of the Ross "virtual lab software) , and are
additionally available in student versions, downloadable from the vendor's
website. Students can do the course assignments on their own computer running
Excel 2010.) **

**If
you haven't taken T&O 512, a good way to check out your "Excel
readiness" for TO 513 is to work with Chapter 2 in the T&O 513
textbook (described elsewhere at this site). This chapter provides a review of
Excel. (We don't cover Chapter 2 in T&O 513, but start beyond that point in
the book.) If you are comfortable with the Excel tools applied in the examples
worked out in Chapter 2 ("Breakeven Analysis at Great Threads";
"Estimating Sensitivity of Demand to Price at Links"; "Ordering
with Quantity Discounts at Sam's Bookstores"; "Calculating NPV at Acron"), then you are qualified to take T&O 513
without having formally taken T&O 512.**

**Application
areas for the methodologies studied in T&O 513 include Finance, Marketing,
Human Resources, and Operations Management. The textbook contains literally
dozens of worked-out examples (models) for such applications, and hundreds of
exercises for practice. Typical of the worked-out examples in the book are
"Estimating a sales response function," "Determining optimal
pricing," "Determining an advertising schedule," "Capital
budgeting," "Bidding for a government contract,"
"Scheduling workers," "Production scheduling," and
"Telephone call processing."**

**Students
who aren't already running Microsoft Office 2010 on their PC's (see the next
topic here) or Windows-enabled Macs can buy Microsoft Office 2010 at the UM
Computer Showcase (in the basement of the Michigan Union) for $50. **

**More
details are provided at the UM Computer Showcase website. Google for Computer
Showcase umich.edu, or go here:**

**http://showcase.itcs.umich.edu/software.php**

**Excel
2010 is available for local use in the Ross Computing Network at first-come,
first-served walk-up computers in the Ross Kresge Library,
and for remote use over the internet using Ross "virtual lab"
software. For information about the virtual lab software, go to ****http://www.bus.umich.edu**** and search on virtual lab, or try browsing to:**

**http://www.bus.umich.edu/MyiMpact/DiscoverIT/TechFeatures/VirtualCompLab.aspx**

** If
there are questions or problems, call Ross Computing Services, 734-615-3000,
Option 3.**

**If
your Mac is Windows-enabled and has Office 2010 installed, you can use a Mac in
T&O 512 and T&O 513. (Note that you can't use the version of Excel
written for the Mac, because Mac Excel differs from the PC Excel 2010 on which
T&O 512 and 513 are based. For more details, read the rest of this
section.) **

**There
are two approaches for working with a Mac in T&O 512 and T&O 513.
1. Get the VMWare Fusion PC emulator (from the UM Computer Showcase) for the
Mac. (You can run the Mac operating system and Windows in parallel with VMWare
Fusion, which is considered to be much better than using Boot Camp. (With Boot
Camp you can run Windows and the Mac operating system too, but not in parallel.
There is also PC emulation software named Parallels, which is like Fusion but
costs about twice as much. Between the two, Apple recommends Fusion.) Also get
Windows and Microsoft Office 2010 at the Computer Showcase. Install these three
pieces of software on the Mac and you're good to go.**

**2.
Use the Mac and the downloadable "virtual lab" software provided by
Ross to support remote use of software in the Ross computing network via the
Internet. (A high speed Internet connection is recommended.) But you have to
proceed carefully. Here's a lightly-edited statement from Ross Computing
Services providing further details: **

**"The
virtual lab software does not directly support Macs. The client as
posted on iMpact is Windows only. If somebody
is running Windows on their Mac via Boot Camp, Parallels, or Fusion, then the client
can be downloaded and installed and run under the Windows side of the
house." **

**For
information about the virtual lab software, see the preceding topic here.
If there are questions or problems, call Ross Computing Services, 734-615-3000,
Option 3.**

**OK,
here are some insights into the extent to which T&O 512 is Windows
Excel 2010-centric:**

**The POAC textbook discusses Excel 2010 and displays Excel 2010 screen shots.**

(POAC is the textbook used in T&O 512; see below.)

**The starting files for assigned POAC cases are Excel 2010 files.**

**Work submitted to the CTools website is to take the form of Excel 2010 files.**

**The exam is based on Excel 2010.**

**Assigned work started in a version of Excel other than Excel 2010 might have to be finished in Excel 2010 to apply Excel 2010 features not available in the version of Excel in which the work was started.**

**Students
in T&O 512 are welcome to work with alternative versions of Excel
to the extent possible, subject to the above conditions, but the smoothest way
to proceed is to use Excel 2010 from the get-go.**

**What
about using a Mac in T&O 513? If your Mac is
Windows-enabled and you have Excel 2010, or if you are game to use the virtual
lab software on your Windows-enabled Mac, no problem. Otherwise,
no deal. Palisade Corporation, the vendor of the commercial Excel 2010
@Risk Excel and PrecisionTree add-ins that we use in
the T&O 513, does not make versions of those
add-ins that run with Mac Excel. (The Mac market evidently isn't big enough to
justify that. Note that, broadly speaking, "business" uses
Windows-based software, and so you are probably better served in the long run
by learning Windows Excel 2010 in T&O 512/513 than by learning variants of
it.) **

**Yes.
In T&O 512 there is one required textbook and a required user-specific
Project Access Code used to gain access to SAM (Skills Assessment Method) Excel
2010 Projects. (SAM 2010 Projects is a live-in-the-application project-based
homework and assessment product providing one Project for each chapter in the T&O
512 textbook. The Project Access Code is used use to create a user-specific
account at the SAM 2010 Excel
site.)**

**The
T&O 512 textbook is Excel 2010 New Perspectives Comprehensive, by
Parsons, Oja, Ageloff, and
Carey, ISBN-13: 978-0-538-74291-7. (The authors have written more than one
Excel book, so be careful to buy the right book.
Let the ISBN number be your guide.) The book can be inspected in the Ross Kresge or Ross Southfield library, where it is on two-hour reserve.**

**The
textbook and "Printed Access Card" are most economically bought in a
bundle and has the bundle ISBN number: ISBN-13: 978-1-133-16365-7. The bundle
is available for T&O 512 in Ann Arbor textbook stores (Barnes and Noble in
the basement of the Michigan Union; and Ulrich's, just north of the point where
East University dead-ends into South University). If buying locally, phone
ahead to be certain the store of choice has the bundle in stock. **

**The
publisher also sells the bundle online. Those interested should browse to: http://www.cengagebrain.com/isbn/9781133163657**

** T&O 512 textbook and
software particulars are provided on page 3 in the T&O 512 syllabus,
which is in Resource 01 at the T&O 512 CTools
website (see the next FAQ topic), and/or can be requested from
schriber@umich.edu**

**The T&O 513 textbook is Practical Management Science, 4th Edition, by Winston and
Albright, copyright 2012, ISBN-13: 978-1-111-53131-7. All of T&O 513 is
based on the book. The 4 ^{th} edition addresses the Excel 2010 versions
of @Risk (risk analysis) and PrecisionTree (decision
analysis), which are commercial Excel add-ins, and on Excel 2010’s Solver
(optimization). Attempts to make do with earlier editions of PMS should be
avoided for your own sanity. There are six options (below) for having access to
the book. Base any online searches on the book’s ISBN number.**

**(1) Buy a
new print copy of the book. It can be purchased locally or at cengagebrain.com.**

**(2) Buy a used copy of the book at an Ann Arbor textbook store (or
possibly at amazon.com or barnesandnoble.com or elsewhere).**

**(3) Buy
6-month use of the eBook at cengagebrain.com.**

**(4) Buy
6-month use of the five T&O 513-relevant eChapters
(chapters 3, 4, 6, 9, and 10 from cengagebrain.com. **

**(5) Rely exclusively
on a reserve copy of the book. This is to be discouraged. Taking the time to
get to the Kresge or Southfield library and then
possibly
having to wait to use the book would be quite an inefficient use of time.**

**(6) Rent a
print copy of the book (such as at Amazon.com)**

** T&O
513 Textbook and software particulars are provided on page 4 in the T&O 513
syllabus,
which is in Resource 01 at the T&O 513 CTools
website (see the next FAQ topic), and/or can be requested from
schriber@umich.edu
**

**Yes,
each of the courses has a University of Michigan CTools
website. You must be registered at these sites to access them. After
authorization (provided automatically for those registered in the course, or
otherwise requested of schriber@umich.edu), to reach these sites you should
browse to CTools.umich.edu and log in using your UM uniqname
and password. Then click on the relevant T&O 512 or T&O 513 tab in the
row of tabs at the top of the screen.**

**In
general, students can go to the CTools gateway
portal:**

** https://ctools.umich.edu/portal**

**and**** from there can navigate to the
published CTools website for each course for which
they are registered.**

No; there is no coursepack to buy in either T&O 512 or T&O 513. The objective in each course is that "nothing touches paper" Except for lectures and office hours, all communication from instructor to students, and from students to instructor, is electronic. (There is one exception to "nothing touches paper": a print copy of the syllabus is given out at the first class meeting in each course, as a matter of convenience for the students. The syllabus is also available at the corresponding course website.)

**The
course day section or sections meet for 75 minutes twice a week. The evening
section meets once a week for 165 minutes (75 minutes;15-minute
break; 75 more minutes). Meetings take the form of a Lecture/Demonstration
based on projecting and manipulating live-in-the-application spreadsheets onto
a large screen at the front of the room. The starting-point lecture files (that
are built in Excel) are made available to students at the course website prior
to class, so that interested students can easily "follow along" on
their own laptops if that's their preferred learning style. Assigned casework
and modeling is then completed on the student's own time. **

**Class
meetings are designed to provide an effective learning experience in each of
three dimensions: visual (thanks to computer-screen projections of
live-in-the-application Excel worksheets); audio (thanks to discussion of the
projected material); and tactile (thanks to students optionally "following
along" on their laptop as the instructor manipulates the projected
starting-point worksheets to further develop them). Consistent class attendance
saves time in the long run and, when reinforced by completing assigned
exercises, pays dividends in the form of an in-depth conceptual and operational
takeaway from the course(s). **

**Students
also sometimes use email to ask for help outside of class. For example, if a
student is having difficulty completing an assigned exercise, the student has
the option of sending the work-in-progress file to schriber@umich.edu as an email attachment,
describing in the body of the email the difficulty being experienced and
requesting that the work in progress be reviewed and suggestions be given for
resolving the difficulty. **

**There
is no formal groupwork in T&O 512 or T&O 513.
Each student is expected to take full responsibility for his/her own work and
submit the result of that work under his/her own name to the website (the SAM
site in some cases, and the CTools site in other
cases. ). However, it is OK for a student to get help from other students
and/or the instructor when working his/her way through an exercise. For example,
suppose a student reaches a point in a case in which it isn't clear to the
student what the next step is to be, and/or how to go about accomplishing that
next step. Then it's perfectly fine for the student to consult with one or more
other students in that regard in an attempt to overcome the obstacle, and/or to
ask the instructor about the problem, whichever is more convenient. (The most
time-efficient way to ask questions of the instructor is usually by sending
email to schriber@umich.edu, describing
the situation and attaching the work-in-progress workbook to the email.)**

**For
the sake of camaraderie and efficiency, some students might also occasionally
get together while each works his/her way through a case, talking about various
aspects of the case as they proceed. That's fine, and can enhance the learning
experience, but each student must still take full responsibility for his/her
own work and individually submit the result of that work under his/her own name
to the relevant website.**

**T&O
512 and 513 each conclude with a demanding exam (typically accounting for 40%
of the course grade). The exams are hands-on (that is, they are written on a
computer and involve tightly timed use of the course software). **

**The
exams are optional for those who have done the assigned homework in
substantially correct fashion (as described quantitatively in the syllabus) and
are satisfied to take a course grade of "Pass." (This option is
referred to in the syllabus as the "AutoPass.")
Those trying for an "Excellent" (up to the top 35% of the class) or
"Good" (up to the next circa 40% of the class) must write the
concluding exam.**

**Ample
resources are provided in T&O 512 and T&O 513 for students to make up
for a missed class through their own independent efforts. Such students
can take advantage of (1) the course textbook, (2)
the detailed game plan spelled out in the course syllabus, (3) the availability
of electronic materials at the CTools websites, (4)
the fact that all assignments are submitted to relevant websites, (5) the online
starting-point lecture workbooks, and (6) the video-recorded
Lecture/Demonstrations (for which links are posted at the CTools
website).**

**UM
MBA students who are not familiar in depth with Excel and are not yet
able to use Excel comfortably and almost instinctively in formal or informal
professional contexts to organize, store, manipulate, analyze and display
numerical and/or textual information should
give high priority to taking T&O 512 at a minimum, preferably as MBA I's
in anticipation of their MAP project and summer internship. Other University of
Michigan graduate students for whom spreadsheeting
can be a practical tool and who are not yet completely fluent in spreadsheeting can also consider taking the course(s). (But
see the "Unit Entry Restriction" further below.)**

**It
is estimated that about 65-70% of the students in the MBA program have taken
T&O 512 by the time they graduate, and that about 40-45% have taken T&O
513 by that time. MBA II's taking T&O 512 have
said, "If only I had been able to use Excel like this during my MAP
project and/or during my summer internship, and/or in other courses during my
first year in the program." Evening MBA Program students have said while
taking T&O 512, "I'm already using this material in my day-by-day work
life. This is probably the most immediately-usable course I've taken in the MBA
program." **

**No!
If you took T&O 311 (or BIT 311) as a UM undergrad, then you have, in
effect, already taken T&O 512, and cannot get credit for taking it again. ( T&O 311 is a 3-credit BBA course which, during the
first half of the course, covers the same material as T&O 512.)**

**The
IOE (Industrial and Operations Engineering) Department maintains a list of
"forbidden" non-IOE courses for which IOE graduate students do not
receive credit toward their graduate IOE degree (presumably because the course
content is available in one form or another within the IOE department). T&O
512 and T&O 513 are each on this "forbidden" list. IOE graduate
students are welcome to take the courses for credit on their transcript, but
should be aware that the credit will not count toward their IOE degree. For
more information about IOE "forbidden" courses, go to this site:**

**http://ioe.engin.umich.edu/degrees/grad/gpai_docs/MSE_prog_req_forbid_courses.pdf**

**When
course registration first opens, only Ross and Ross-affiliated (dual degree)
students can register at Wolverine Access for Ross courses. Later (about two
weeks or so after registration first opens), any UM graduate student can
register for the courses (conditioned on the courses not yet being full) or add
his or her name to a waitlist.**

**In
any event, students not yet registered are welcome to come to the opening
class, even if Wolverine Access says there is no space available in the course.
It is often possible to sign overrides in such cases for various reasons. Every
effort is made to accommodate all students who want to take the courses.**

**If
students try to register for T&O 512 or T&O 513 at Wolverine Access and
the course is full, they can use Wolverine Access to have their name put on a waiting list. The instructor monitors the
waiting list and if space becomes available in the course, sends email
(top-down) to potentially-affected waitlisted students, describing the steps to
follow if they still want to register.**

**Note
that the T&O 512 course starts with Chapter 4 (graphical display of
information) in the Parsons, Oja, et al. book,
assuming prior knowledge of the material in the first three chapters. You can
fruitfully study as much material from this book as possible. The more features
of Excel you learn now, the less time you'll have to spend if and when you take
the T&O 512 course.**

Browse through the books used in T&O 512 and T&O 513. Several copies of these books are available on two-hour reserve at the Ross Kresge Library.

Simply come to the opening T&O 512 and/or T&O 513 class meeting (whether or not you're registered for the course) and listen to the introduction, discussion of course content and structure, and the detailed presentation/discussion of the Week 1 material (time and data functions; graphical display of information).

Additional questions?You can ask them of the T&O 512/ T&O 513 instructor, Prof. Thomas J. Schriber, via email: schriber@umich.edu