04.05 Project Assignment Work Independently Resume

This course provides an overview of qualitative research methods and their application in the field of Information Systems (IS). The course begins with an introduction to the basic principles and alternatives of conducting qualitative research. It then provides deeper insights into three types of qualitative research, i.e. positivist variance-theoretic, interpretive (and/or grounded theory based), and process theoretic. For each of them, the underlying principles will be discussed with illustrative examples. The students are required to summarize and discuss particular research papers and to reflect on how the principles of conducting qualitative research were applied in the respective papers. For particular topics the students will be grouped into teams and will be required to prepare their group work and present it in class. Overall, the course is designed to be interactive. The students may also illustrate the application of particular methods based on their own paper and data, if they wish.

Form of assessment: 

The course will be graded based on three inputs:

  • 20% Contributions of the students to class discussions during the sessions
  • 30% Group presentation
  • 50% Written research proposal, which has to be presented in form of a written research-in-progress paper after the course. In this paper, the students are required to elaborate a research proposal in which they show how a topic of their choice (e.g. their dissertation topic) could be examined (either entirely, partly, or complementarily) using (at least) one of the discussed qualitative research approaches

Readings for Class Discussion: A collection of papers will be provided prior to the course in electronic form (see Schedule with Literature). The students are required to read the literature highlighted in BOLD prior to the sessions. The other readings (including the basic literature) are recommended but are not obligatory readings.

Basic readings:

  • Yin, Robert K. Case study research: design and methods, 4th Edition, 2009
  • Miles, M.B., and Huberman, M.A. Qualitative Data Analysis: An Expanded Sourcebook. Sage Publications, Thousand Oaks, CA, 1994.
  • Strauss, A. and J. Corbin. 1998. Basics of Qualitative Research: Techniques and Procedures for Developing Grounded Theory. Thousand Oaks, CA: Sage Publications.

Short CV of the lecturer:

Jens Dibbern is a Professor and Co-Director of the Institute of Information Systems at the
University of Bern, Switzerland. He received his Ph.D. in information systems from the
University of Bayreuth and was assistant professor at the University of Mannheim, Germany.
His research focuses on various aspects of the division of work in information systems
provision and through information systems, such as outsourcing, offshoring, platform
ecosystems, enterprise systems use, and IT-supported collaboration. His publication appeared
or appear in Information Systems Research (ISR), Management Information Systems
Quarterly (MISQ), Journal of Management Information Systems (JMIS), Journal of the
Association of Information Systems (JAIS), and others. He has been associate editor of MISQ
and currently serves as senior editor of JAIS and MISQ Executive; he is also department
editor of Business & Information Systems Engineering.


Schedule

Type

From

To

Weekday

From

To

Room

Material

04.04.18

Wednesday

14:00

18:00

L 15, 1-6, Room 714/715

05.04.18

Thursday

09:00

12:15

L15, 1-6. Room 714/715

28.05.18

Monday

14:00

18:00

L15, 1-6, Room 714/715

29.05.18

Tuesday

09:00

12:15

L15, 1-6, Room 714/715


Avaloq – essential for banking | Insights

ACCP with Major in Core Technologies
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • First steps with the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
Future customization specialists working on Avaloq customization, configuration or migration projects.
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking is recommended.
Participants must be able to read and understand documentation written in English.
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours. Please note that the device must have a USB port.
Various specialisation courses available through http://avaloq.academy
ACCP with Major in Front Technologies
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • First steps with the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
Future customization specialists working on Avaloq customization, configuration or migration projects.
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking and Web technologies (like JS) is recommended.
Participants must be able to read and understand documentation written in English.
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours. Please note that the device must have a USB port.
Various specialisation courses available through http://avaloq.academy
Accreditation - Customisation: Delta 2016 H2
Participants will learn about some of the most important and interesting new features, developments and other customisation impacts associated with releases in Autumn 2016 including:
  • Explain the new WFD, workflow command libraries and DDIC validations and use WFD, WFCL and DDIC Valid sources to implement workflows
  • Explain the key SDS concepts, benefits and customisation considerations
  • Know more efficient scripting methods
  • Be informed about interesting new features available from Autumn 2016
What’s Out? De-releases in the Avaloq Core Platform
Sensitive Data Separation
  • Overview and concepts
  • Customisation considerations
Customising workflows using Workflow Definition Language
  • Overview and concepts
  • Interface and scenarios
Customisation of order validations using DDIC Valid sources
Best Practice: Scripting for Workflow Command Libraries and DDIC Valid
Client Communication Management: Presentation module
Configuration of Base Parameters using the new UI
Avaloq Certified Professionals and those wanting to know more about the customisation implications of new features and methods developed for releases up to Autumn 2016.
4 - 8 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 6 hours of virtual classroom training
Participants should be Avaloq Certified Customisation Professionals
Responsive Forms / Webforms (RSP)
Customising the Avaloq Banking Suite using ASMD - Avaloq Solution Model Development (MDE)
Client Communication Management Fundamentals (CCMF) - in development
Sensitive Data Separation (SDS) - in development
Accreditation - Customisation: Delta 2017
Avaloq Foundation (FOU)
Upon successful completion of this course every participant will know:
  • Be familiar with the ABS user interface, ribbon tabs, sub windows and icons
  • Be familiar with the Avaloq Navigator, order books and desks
  • Understand main concepts and the basic object model.
  • Be able to create a basic client relationship.
  • Be able to enter standard transactions.
General overview of the interface (application)
Ribbons, tabs, sub windows and icons
Avaloq Navigator, order books, desks
Avaloq Object Model and object attributes
Form structure and design as well as desks
Workflow and context actions
Everybody who is interested in the Avaloq Banking System
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 5 hours of virtual classroom training
Banking knowledge recommended
Please see the Avaloq course catalogue
Avaloq Front Platform Customization
Enable participants to effectively work in the AFP area.
High-level knowledge areas taught:
  • Front Platform Concepts including technology and architecture
  • Front Workplace Customization
  • Web and Mobile Banking customization and integration
  • Course introduction
  • AFP introduction
Front Wide Object Model (FWOM)
  • Enterprise Wide Object Model vs FWOM
  • Replication
Technical Foundation Overview
  • Web Banking Architecture
  • Introduction to BankletsTM
  • Liferay
  • Technology Stack
  • Introduction to Web Security
Banklets and Orchestration
  • Banklet Proxy
  • Orchestrator
  • Configuration, Styling and translations
  • Central Resource Service (CRS)
  • Overview
  • Development
  • Testing
  • Forms 1.1  vs Responsive Forms
  • Presentation Object Types
Front Workplace Customisation
  • Front Workplace Concept
  • Architecture
  • Desks
  • Integrating forms
  • Grouping of Context Actions and Reports
  • Aggregated Dashboards
  • Integrate external content
  • Tips&Tricks
Avaloq Core Platform Certified Professionals with a valid certificate.
  • Valid Avaloq customization certification (Avaloq Certified Professional) – certificate has to be valid from the time of registration up until at least one month after the course
  • Ability to read and understand complex documents written in English.
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours.
A variety of courses are published on http://avaloq.academy
Best Practices for Report Writer (BRW)
Upon successful completion of this course, participants will be able to:
  • comprehend the concept of the Report Writer Engine and its parts
  • understand the functionality offered by the task framework
  • group and sort reports by almost any criteria required
  • master aggregation functions of a report datamart
  • apply the vector concept
  • create lean and performing reports
  • bring various layout features offered by Report Writer into action
Avaloq customisation specialists who specify or develop reports.
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Mastering Advanced Report Writer Techniques (ASC)
Best practices for using Avaloq Script (BSC)
Upon successful completion of this course every participant will:
  • Understand the coding principles.
  • Be able to write code which is accepted by code auditors.
  • Apply the “do’s” and avoid the “don’ts”
Avaloq Script structure - overview and examples
Coding Guidelines – how to write ‘audit-proof’ code
Coding Guidelines – how to write ‘performant’ code
Report Writer considerations
All Avaloq Certified Professionals who have contact with Avaloq Script on a regular basis
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Mastering Advanced Avaloq Script Techniques (ASC)
Cash Reconciliation (REC)
Upon successful completion of this course every participant will:
  • Recognize the importance of the regular reconciliation
  • Understand the interaction between ABS and external systems
  • Learn the concepts of the reconciliation solution
  • Get in touch with orders books used in daily business
  • Get known the tools used to support the investigation process
  • Accounts, account types and bookings
  • Transactions and messages
  • Concepts (Technical aspects)
  • Business Functionalities in ABS
Key business users - reconciliation agents who work in a back office as well as reconciliation agents with supervisory capacities – who deal with reconciliation.
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 5 hours of virtual classroom training
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking System.
Concepts of Message Processing (OMP)
Upon successful completion of this course every participant will know:
  • The concept of Avaloq message processing
  • How to manage the different message types
  • The elements and customisation areas of the Avaloq Message Interface (AMI) Framework and their purpose
  • How to debug and troubleshoot the processing of messages
The architecture of the Avaloq Message Interface
The concept and tools of the message processing
Operation aspects and trouble shooting
The customisation areas of the Avaloq Message Interface
Members of IT Operations at customer or partner sites. Also application managers and application operation managers as well as customisation specialists.
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course.
4 – 5 hours of virtual classroom training
Before participating in this course, participants must have knowledge in the following areas:
  • Toad or SQL Developer
  • Understanding of simple PL/SQL statements
  • Attended the course "Fundamentals of Avaloq Application Operations" (OAO)
Monitoring and Log Administration (OML)
End-of-Period Concepts (OEP)
Concepts of Output Management (OOM)
Concepts of Output Management (OOM)
Upon successful completion of this course every participant will know:
  • The concept of Avaloq output management
  • How to create and track the different output types
  • The elements and customisation areas of Avaloq output management and their purpose
  • How to debug and troubleshoot the processing of output
The elements of Avaloq output management
  • Mailing Products
  • Mailing Instructions
  • Mailing Composition and Streaming Rules
  • Mail Generation
  • Mail Pools
  • Mail Streaming
  • Mail Channels
  • Mail Despatching
The process of output generation including mailing tasks and process queues
The customisation areas of Avaloq output management
Operation aspects of the output processing
Members of IT Operations organisations at customers or partners side. Also application managers and application operation managers.
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Before participating in this course, participants must have either attended the course “Fundamentals of Avaloq Application Operations (OAO)” or have equivalent knowledge and experience with the Avaloq Banking System.
Additionally, participants should have knowledge in the area of Toad or SQL developer; have an understanding of simple PL/SQL statements as well as basic knowledge of Avaloq code tables.
Monitoring and Log Administration (OML)
End-of-Period Concepts (OEP)
Position- and Bookkeeping (PKP)
Credit Modelling (CFM)
Upon successful completion of this course every participant will:
  • Understand the concept of the Credit Application module
  • Know the different modelling features of the main credit relevant Positions (Limit, Loan and Collaterals)
  • Understand how the different credit relevant Positions are related to each other
Introduction to Credit Application
Credit Application with Filter Concept
Modelling features of the Limit Position
Modelling features of the Loan Position
Real Security and Realty Object
Credit Application related Use Cases
Avaloq Certified Professionals and/or Avaloq End Users working/interested in the Credit area
3 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 5 hours of virtual classroom training
Participants should have a general Avaloq and business know-how regarding credits.
Customising the Avaloq Banking Suite using ASMD - Avaloq Solution Model Development (MDE)
Upon successful completion of this course every participant will:
  • Understand the functionality provided by ASMD
  • Be able to use ASMD features to be more efficient, as well as to produce good-quality code according to Avaloq standards
Introduction to ASMD concepts
Overview of the ASMD Context
ASMD-related documentation
Implementing Avaloq Script
Analysing errors in the source code
Viewing and editing code tables
Using the Graphical Editor for workflows
Customising the ASMD environment using Preferences
Advanced usage of the ASMD Context
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 5 hours of virtual classroom training
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking Suite.
End-of-Period Concepts (OEP)
Upon successful completion of this course every participant will know:
  • The purpose of the typical tasks within end-of-period (EOP) processing
  • The most important topics to manage different timezones within end-of-period (EOP) processing
  • How to use the job and EoP interfaces
  • How to operate the processing of jobs regularly and in exceptional situations
  • How to create and manage jobs with the Avaloq Banking System
Garbage collection and statistics
Members of customer or partner IT Operations organisations. Also, application managers and application operation managers.
We recommend having attended the course "Fundamentals of Avaloq Application Operations (OAO)” previously.
Additionally, participants should have knowledge in the area of Toad or SQL Developer, understanding of simple PL/SQL statements.
Monitoring and Log Administration (OML)
Concepts of Message Processing (OMP)
Concepts of Output Management (OOM)
Foreign Exchange Management (FXM)
Upon successful completion of this course every participant will:
  • understand the functionality of the Foreign Exchange market
  • have a common understanding of the Avaloq concepts in the Foreign Exchange module
  • to be able to process and analyse Foreign Exchange transactions
  • to know, apply, and exchange Avaloq best practice
Foreign Exchange (FX) Market
FX Management in the Avaloq Banking System
FX Life Cycle Management  
Exchange Rate Calculation
Monitoring of FX Positions
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
4 – 5 hours of virtual classroom training
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking Suite.
Fundamentals of Avaloq Application Operations (OAO)
Upon successful completion of this course every participant will know:
  • The typical tasks within end of period (EOP) processing
  • How to schedule jobs with the Avaloq Banking System
  • Hot to monitor the elements of the Avaloq Banking System
  • How to analyse log entries
Tools (Central Services, Task Application
Job Management / End of Period (EOP)
Members of IT operations organisations, application managers and application operation managers with no or limited knowledge/experience of Avaloq Application Operations
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course.
4 – 5 hours of virtual classroom training
Before participating in this course, participants must have basic knowledge in the areas of Toad and SQL Developer as well as understanding of simple PL/SQL statements
End-of-Period Concepts (OEP)
Position- and Bookkeeping (PKP)
INTRO Online Live Training Introduction
Introduction to Agile (ITA)
On successful completion of this course participants will be able to:
  • Explain the meaning of "Agile" and what is (and isn't)
  • Describe some of the benefits of moving to a more agile way of thinking and acting
  • Understand how and why agile is ‘quicker, better and cheaper'
  • Know about the main agile frameworks and what they offer
  • Learn and experience how Scrum and Kanban help teams be more effective
  • Understand how and why Technical debt happens, why it is a problem and what to do about it
  • Be aware of BDD (behaviour driven design) and why it is important
  • Be aware of continuous integration/delivery/deployment and their role in maintaining sustainable throughput
  • What we mean by "Agile" and what is (and isn't) it
  • The benefits of moving to a more agile way of thinking and acting
  • How and why agile is ‘quicker, better and cheaper'
  • The main agile frameworks and what they offer
  • How Scrum and Kanban help teams be more effective
  • How and why Technical debt happens, why it is a problem and what to do about it
  • BDD (behaviour driven design) and why is it so important
  • Continuous integration/delivery/deployment and why they are critical to maintaining sustainable throughput
Introduction to Agile is aimed at anyone who is relatively new to the concepts and terminology of "Agile" and interested to understand why and how an Agile way of working can improve individual, team and organisational performance and satisfaction.
Introduction to Agile is also a prerequisite course for anyone wanting to enhance their knowledge of the principles and practices of Agile Organization and become certified in any of the three, industry standard, XSCALE Agile Certification courses.
8 hours of classroom based training
None - this is an introductory course
  • XSCALE Agile Performance Practitioner (XAPP) Certification (XSCALE Alliance)
  • XSCALE Product Management Practitioner (XPMP) Certification (XSCALE Alliance)
  • XSCALE Business Agility Practitioner (XBAP) Certification (XSCALE Alliance)
Limit System - Business Application (LIS)
Upon successful completion of this course every participant will:
  • Understand the available functionality, components and architecture of the Limit System
  • Know how to set up and model Limit Hierarchy (LIHI) structures and know all capabilities of the system
  • Work confidently and become proficient in using the functionalities provided in the Limit System Deck
  • Know all available reports and understand their role in your day-to-day business
Introduction to the Avaloq Limit System
Modelling of business and product hierarchies for various risk aspects
Easy hierarchy management with template functionality
Setup of limits and associated exposure aggregation filters
Definition of limit calculation criteria
Audit and limit management functionalities
Reporting and monitoring features
Key Users working in credit or risk management departments of a bank and being in charge of limit management as well as parameterisation specialists
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking System.
Additionally, participants should have knowledge in the area of risk management and limit.
Parameterising the Limit System (LIP)
Mastering Advanced Avaloq Script Techniques (ASC)
Upon successful completion of this course every participant will:
  • Understand how the compiler works
  • Create and use tasks using Avaloq Script
  • Understand and master order processing using Avaloq Script
  • Take advantage of existing script utilities to enhance both flexibility and performance
  • Understand and evaluate different implementations in regards to their performance
  • Understand compilation results
  • Use fast recompilation
Report Writer Techniques related:
  • Create your own task
  • Synchronise the task execution
  • Execute work in another business unit (BU)
Efficient order processing with Avaloq Script
  • Commit efficiently and use bulk processing
  • Used named transactions to control complex workflows
  • Know about optimisation and memory management
Avaloq Script Utilities and Goodies
  • Arrays and table equivalents in Avaloq Script
  • Begin – end block issue
  • Optimisation and performance measurement
  • Efficient logging techniques
  • Diverse script package
  • Exception handling
  • Source overriding and overwriting
Executing arbitrary PL/SQL in the GUI
Using a real debugger in Avaloq
All Avaloq Certified Professionals who have contact with Avaloq Script on a regular basis.
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Participants must have either attended the course “ (BSC)” or have equivalent knowledge.
Additionally, participants must have at least 2 years of in-depth customisation expertise.
Mastering Advanced Report Writer Techniques (ARW)
Upon successful completion of this course, participants will be able to:
  • thoroughly comprehend the technology behind the Report Writer Engine
  • take advantage of the functionality offered by the task framework
  • understand the process of parallelising, sorting and grouping data
  • extend aggregation functions of a report datamart
  • create very complex but performing reports
  • extend the interactive functionalities of screen reports
Avaloq customisation specialists who implement complicated reports or have to address technical aspects of Report Writer performance issues.
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Before attending this course, prior attendance to the following courses is mandatory:
  • Fundamentals of Avaloq Customisation (ACP) or ACCP with Major in Front / Core
  • Best Practices for Report Writer” (BRW)
  • Mastering Advanced Avaloq Script Techniques (ASC)
Participants should be familiar with SQL and PL/SQL and have a good understanding of Report Writer in general with at least 2 years of practice of writing and maintaining reports on projects.
Monitoring and Log Administration (OML)
Upon successful completion of this course every participant will know:
  • Importance of default checks
  • How to override the default checks and create new ones
  • How to use the Avaloq Log for root cause analysis
  • How to interface external Monitoring Solutions
  • How to use tracing & profiling
  • Overview
  • Monitor Architecture
  • Check Structure
  • Visualisation of results
  • Customisation of Monitor Checks
  • Log analysis
  • Tracing and Profiling
Members of IT Operations organisations at customers or partners side. Also application manager and application operation manager.
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course.
4 – 5 hours of virtual classroom training
Before attending this course, participants must have knowledge in the following areas:
  • Toad or SQL Developer
  • Understanding of simple PL/SQL statements
  • Attended the course "Fundamentals of Avaloq Application Operations" (OAO)
Basic knowledge of Avaloq code tables and Avaloq script is beneficial
End-of-Period Concepts (OPE)
Position- and Bookkeeping (PKP)
Organisational Structure Security (OSS)
Upon successful completion of this course every participant will be able to:
  • understand the concepts of the generic Avaloq access security
  • understand the additional concept of the organisational structure related access security
  • set up security based on the organisational structure
  • Access Codes and securable areas
  • Resource vs. Function access
  • Run time recalculation of security settings
  • User and Customisation interfaces (APIs) enabling OSS
  • Reporting and other tasks
  • Elements of Organisational Structure Security
  • Organisational Entity (OE) and Job objects
  • Run time Recalculation of security settings
Avaloq Customisation Specialists who would like to refresh their knowledge of Avaloq security, and learn to use and understand the new solution of organisational structure security.
4 – 5 hours of hands-on training and
4 – 6 hours of self-study
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Parameterisation Principles (PAP)
Participants will get the necessary knowledge to participate in or manage an Avaloq implementation / parameterisation project.
Avaloq ice – integrated customisation environment
Rule Engine and Automatic Field Calculation
Object Keys, Additions and Classifications
Workflow & Context Action
Avaloq Forms and Structured Extensions
Access Security and Rules
Project leaders, Key Business Users, Business Analysts and Consultants involved in Avaloq parameterisation, configuration or migration projects
Parameterising the Avaloq Anti-Money Laundering Solution (AML)
Upon successful completion of this course every participant will:
  • Understand business and technical details of the AML solution
  • Know the parameterisation possibilities of the AML solution
  • Be able to implement the AML solution at a customer site
Introduction to the Avaloq AML Solution
Know Your Customers (KYC)
Know Your Transactions (KYT)
Know Your Processes (KYP)
Parameterisation specialists
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Parameterising the Cost Engine (CAD)

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