Course 2026-2027 a.y.

30772 - AI TOOLS FOR BUSINESS ANALYSIS

Department of Marketing


Course taught in English
Go to class group/s: 31
BAI (6 credits - II sem. - OP  |  SECS-P/08) - BEMACS (6 credits - II sem. - OP  |  SECS-P/08) - BESS-CLES (6 credits - II sem. - OP  |  SECS-P/08) - BGL (6 credits - II sem. - OP  |  SECS-P/08) - BIEF (6 credits - II sem. - OP  |  SECS-P/08) - BIEM (6 credits - II sem. - OP  |  SECS-P/08) - BIG (6 credits - II sem. - OP  |  SECS-P/08) - CLEACC (6 credits - II sem. - OP  |  SECS-P/08) - CLEAM (6 credits - II sem. - OP  |  SECS-P/08) - WBB (6 credits - II sem. - OP  |  SECS-P/08)
Course Director:
KAI ZHU

Classes: 31 (II sem.)
Instructors:
Class 31: KAI ZHU


Mission & Content Summary

MISSION

The rapid emergence of capable AI assistants is reshaping what entry-level analysts, marketers, economists, and researchers are expected to do. Tasks that once consumed hours — cleaning data, surveying the literature, drafting reports, building first-pass visualisations — can increasingly be delegated to AI tools, shifting the human value-add toward problem formulation, critical evaluation, and communication. This evolution makes the ability to direct AI systems competently and responsibly one of the most consequential professional skills of the coming decade, and one that is not adequately covered by traditional programming or analytics courses. The course addresses this gap by treating AI not as a novelty, a black box, or a substitute for analytical judgement, but as a high-leverage instrument that — when used critically — multiplies what a single analyst can accomplish across the full arc of a business or research project. Within the broader education programme, the course complements existing quantitative methods, marketing analytics, and economics courses: it equips students to apply those methods at greater speed and scale, to interrogate AI-generated output with the same rigour they would apply to a junior collaborator's work, and to communicate AI-supported insights to business audiences in a credible, defensible manner.

CONTENT SUMMARY

The course is organised around four connected macro-topics, each building directly toward the intended learning outcomes.

 

1. Foundations of AI-assisted work. What current AI assistants can and cannot do; setting up an AI working environment; the Read–Think–Act workflow for delegating real tasks; prompt engineering fundamentals (specificity, output-format control, iterative refinement); project-level configuration through structured instructions and reusable prompt libraries. (Supports: workflow design; prompt refinement.)

 

2. Data analysis and visualisation with platform data. Reading, inspecting, and cleaning real-world datasets (missing values, duplicates, formatting); aggregation and comparison across groups and over time; principles of chart design, storytelling, and dashboards; sentiment analysis and theme extraction from user-generated text; structured web research and fact-checking; experiment design, bias audits, and the distinction between correlation and causation. (Supports: quantitative and qualitative analysis; visualisation and report generation; critical evaluation of accuracy and bias.)

 

3. Computational social science applications. Digital platform economics (network effects, multi-sided markets, market concentration); AI and the future of work, including task-level automation exposure and labour-market implications; analysis of online discourse (sentiment, frames, stance, temporal dynamics); an integrative case study combining data, stakeholder context, and policy synthesis into a professional brief. (Supports: end-to-end analysis from problem formulation to actionable recommendations; translating results into strategic decisions.)

 

4. Advanced workflows and the professional toolkit. Designing reusable analytical capabilities (custom Skills); building automated research pipelines that combine multiple tools and data sources; coordinating parallel AI workflows on a single research question; study design, ethics, validation habits, AI disclosure, and assembling a personal toolkit for AI-augmented work that students can carry into internships and full-time roles. (Supports: workflow automation; professional communication; responsible AI use.)

 

Each macro-topic is delivered through short lectures, structured hands-on exercises, and a semester-long group project in which students apply the full workflow — from problem formulation through analysis, validation, and presentation — to a topic of their choice.


Intended Learning Outcomes (ILO)

KNOWLEDGE AND UNDERSTANDING

At the end of the course student will be able to...

At the end of the course, students will be able to:

 

- Describe how modern AI assistants work, what they reliably do well, and where they fail (hallucination, absence of real-time data, limits of causal reasoning).
- Identify the components of an effective prompt and the principles of iterative refinement.
- Recognise the main classes of analytical tasks AI tools can support: data cleaning, aggregation, visualisation, text analysis, web research, and workflow automation.
- Explain how reusable AI capabilities — custom Skills, automated pipelines, multi-agent workflows — are structured and when each is appropriate.
- Outline the ethical, validation, and disclosure obligations that govern professional AI use.

APPLYING KNOWLEDGE AND UNDERSTANDING

At the end of the course student will be able to...

At the end of the course, students will be able to:


- Clean, analyse, and visualise real quantitative and qualitative datasets with the support of AI tools.
- Conduct structured web research and fact-check AI-generated claims against primary sources.
- Critically evaluate AI outputs for accuracy, bias, and reliability, and refine prompts to improve performance.
- Build reusable analytical assets — custom Skills and automated pipelines — that scale individual productivity.

- Design AI-assisted workflows that take a business question from problem formulation to actionable recommendation.


Teaching methods

  • Lectures
  • Individual works / Assignments
  • Collaborative Works / Assignments

DETAILS

☑ Face-to-face lectures
Each of the 18 content sessions opens with a lecture part introducing the concept, the relevant AI capability, and the business motivation, and closes with a synthesis recapping key takeaways and common pitfalls.

 

☑ Practical exercises / Lab work
The core of each content session is a hands-on exercise in which students use Claude Code on their own laptops to complete a realistic analytical task (cleaning a dataset, building a dashboard, drafting a policy brief, etc.). Exercises follow a progressive structure: guided, semi-guided, independent.

 

☑ Group assignments / Project work
A semester-long group project runs in parallel to the lectures, with dedicated project sessions for kickoff, mid-point checkpoint, and final presentations. Groups choose their own research question and deliver a final analysis and presentation.

 


Assessment methods

  Continuous assessment Partial exams General exam
  • Written individual exam (traditional/online)
    x
  • Individual Works/ Assignment (report, exercise, presentation, project work etc.)
x    
  • Collaborative Works / Assignment (report, exercise, presentation, project work etc.)
x    
  • Active class participation (virtual, attendance)
x    

ATTENDING STUDENTS

  • Participation: 30%

    • Engagement in class, completion of in-class exercises.

  • Assignments and Project: 30%

    • A set of individual or group assignments throughout the course.

  • Final Exam: 40%

    • Written exam on both conceptual knowledge and applied skills developed in the course.

 

(Students need to more than 75% all sessions in person to be qualifed as attending students)


NOT ATTENDING STUDENTS

 

  • Assignments and Project: 50% 

Final individual project

 

  • Final Exam: 50%

Written exam covering both conceptual knowledge and applied skills developed in the course.


Teaching materials


ATTENDING AND NOT ATTENDING STUDENTS

  • Lecture slides and Jupyter notebooks prepared by the instructor.

  • Selected academic papers, reports, and practitioner articles on AI and market research.

  • Links and documentation for LLM / AI tools and APIs used in class.

Last change 07/07/2026 09:01