Matthew A. Lanham p. Virginia Tech Pamplin College of Business 1

TEACHING AND RESEARCH INTERESTS

Big Data Analytics & Data Science Assortment Planning

Choice Modeling & Demand Forecasting Multi-Echelon Inventory Optimization

Decision Support Systems Supply Chain Information Systems

EDUCATION

Virginia Polytechnic Institute and State University, Blacksburg, VA Defend 03/2016 Ph.D. in Business Information Technology Dissertation Title: Big Data Analytics in Assortment Planning

Dissertation Advisor: Ralph D. Badinelli 2012 M.S. in Statistics

University of Louisville, Louisville, KY 2010 M.S. in Biostatistics-Decision Science

Thesis Title: The Placebo Effect for Low Back Pain: A Meta-Analysis Thesis Advisor: Linda J. Goldsmith

Indiana University, Bloomington, IN 2005 B.A. in Economics, Mathematics minor

CERTIFICATIONS 2015 – Present Wharton School of Business via Coursera, Business Analytics Specialization Certificate

2014 – Present Johns Hopkins University via Coursera, Data Science Specialization Certificate

2015 INFORMS Certified Analytics Professional (CAP)

2014 IBM Certified Specialist – SPSS Modeler Professional v2

2013 ASQ Certified Six Sigma Green Belt (License No. 9598)

2012 Virginia Tech Training in Human Subjects Protection Certificate

EXPERIENCE

2014 – Present Merchandise Data Scientist, Advance Auto Parts, Inc., Roanoke, VA/Raleigh, NC

Research academic literature on assortment planning and modeling techniques used to estimate demand and substitution behavior

Build, assess, interpret, benchmark, and deploy large-scale (500k+ SKUs) production-ready advanced predictive models for assortment planning decision-support

Designed and developed the Customized Assortment Decision Support System (CADSS) using Oracle, R, Solver Studio/Pyomo that generates demand forecasts that fed into hierarchical assortment planning decision models that can be used by a category manager to generate a recommended assortment solution

Collaborate with decision-makers to design and develop ad-hoc analytical solutions, Excel-based tools, and explain technical aspects of solutions delivered

2012 – 2014 Teaching Assistant, Virginia Tech (R.B. Pamplin College of Business), Department of Business Information Technology, Blacksburg, VA

Taught Quantitative Methods II, which covered decision modeling (LP, IP, MIP, Network Flow, NLP, Multi-criteria), project management, and decision analysis using Microsoft Excel’s Solver

Teaching Assistant for Advanced Methods in Business Analytics, Project Management, and Information Security

Summer 2012 Modeling & Statistical Consultant, Advance Auto Parts, Inc., Roanoke, VA

Created a centralized database to store data that was in silos across the firm such as financial measures, demographics, weather metrics, competitor features, and merchandise measures

Developed and cross-validated a real-time spatial-temporal Do-It-Yourself (DIY) classification system using R and IBM SPSS Modeler that helped provide a more transparent understanding of market dynamics to drive better business.

2011 – 2012 Graduate Assistant, Virginia Tech Family & Community Research Lab, Blacksburg, VA

Created an Access database to manage survey respondent data for a $500k grant

Matthew A. Lanham, CAP Curriculum Vitae

Department of Business Information Technology Phone: 812-653-0148 Virginia Tech Pamplin College of Business Fax: 540-231-3752 Pamplin Hall 1007 (0325) Email: lanham@vt.edu Blacksburg, VA 24061 URL: www.MatthewALanham.com

Matthew A. Lanham p. Virginia Tech Pamplin College of Business 2

Created an automated reporting tool in VBA with a custom Excel ribbon and buttons to automatically generate respondent summary statistics and graphics in a Word document

Fall 2011 Associate Collaborator, Virginia Tech Laboratory for Interdisciplinary Statistical Analysis (LISA), Blacksburg, VA

Performed statistical consulting for graduate students and researchers within the university. Taught short courses for faculty and graduate students on using R with Excel and SAS Programming

Summer 2011 Teaching Assistant, Virginia Tech Department of Statistics, Blacksburg, VA

Taught Biological Statistics - Course covered descriptive and inferential statistics in a biological context, focusing on fundamental principles, one-and two-sample parametric inference, simple linear regression, and frequency data

2010 – 2011 Graduate Assistant, Virginia Tech, University Scholarships & Financial Aid Office, Blacksburg, VA

Performed statistical analyses on student segments to estimate the probability of attending. Created an auto-generated analytical Word document report using SAS macros used to automate an annual satisfaction survey.

2009 – 2010 Statistical Research Analyst, Genscape, Inc., Louisville, KY

Developed an innovative crude storage product which estimated oil storage at Cushing, OK by processing storage levels from aerial video and images captured by helicopter. The product used by oil traders generated $1.3M in new business in the first three months of release.

Created a standardized image/video measurement procedure that resulted in more consistent measurements when compared to unstandardized measurements.

Built predictive models that helped identify internal measurements errors, individual storage tank capacities, and tank ownerships

Developed a web application that queried and displayed static demographic tanker information used by quality assurance analysts

Spring 2010 Statistical Consultant, University of Louisville Department of Bioinformatics & Biostatistics

Collaborated with a pharmacy resident in a study investigating antibiotics versus length of hospital stay

Outlined statistical tests to be performed, reviewed and formatted data sets to fix data anomalies, wrote SAS code, and interpreted statistical analyses for study presentations and peer-reviewed paper

2007 – 2009 Natural Gas Data Analyst, Genscape, Inc., Louisville, KY

Expanded a novel natural gas storage product that started estimating one storage field and eventually grew to several.

Tested and benchmarked proprietary measures used as decision-support metrics for traders. Various predictive models were developed and updated to estimate dynamic field behavior

which led to reduced data product error when compared to known operations. Maintained our production Oracle database by creating, updating and deleting oddities in the

data as well as modifying gas flow algorithm parameters via SQL.

2005 – 2007 Quality Assurance Analyst, Genscape, Inc., Louisville, KY

Developed automated applications in Microsoft Excel using SQL and VBA to gather and transform various data sets for algorithmic testing, data calibrations, logistical planning, and other process improvement projects.

Performed end-to-end software testing for an expanding power transparency product and decision-support tools.

Interviewed, hired, and cross-trained new analysts, reviewed their performance, and made recommendations to improve their results

FUNDED RESEARCH

2015 – Present “Universal Open Power, Communications, and Control for Assistive Devices,” Biostatistics Consultant, $48,000 ($1,000,000 total grant). Principal Investigator: Michael Grissom, U.S. Army Medical Research and Materiel Command (P50 DA 018185−01). Term: 05/2015 – 04/2018

2013 – 2014 R.B. Pamplin College of Business Fellowship

JOURNAL PUBLICATIONS

Matthew A. Lanham p. Virginia Tech Pamplin College of Business 3

Shah, K., Pass, L. A., Cox, M., Lanham, M., & Arnold, F. W. (2012). Evaluating contemporary antibiotics as a risk factor for Clostridium difficile infection in surgical trauma patients. J Trauma Acute Care Surg, 72(3), 691-695. doi: 10.1097/TA.0b013e31823c5637

WORKING PAPERS

Lanham, M. A. & Badinelli, R. D. Selecting Propensity to Purchase Forecasts Based on Statistical & Business Performance Measures. Target Publication: Annals of Operations Research: Special Volume on Data Mining and Analytics

Lanham, M. A. & Badinelli, R. D. Multi-Classification Modeling Methodologies to Estimate Substitution Behavior. Target Publication: European Journal of Operational Research

Lanham, M. A. & Badinelli, R. D. A Customer Journey Analytics Model to Improve A Retailer’s Assortment Decision. Target Publication: Production & Operations Management: Special Issue on Big Data in Supply Chain Management

Lanham, M. A., Abrahams, A., Gruss, R. & Badinelli, R. D. Deriving Novel Parameters for the Assortment Decision Using Big Data Analytics Techniques. Target Publication: Production & Operations Management: Special Issue on Big Data in Supply Chain Management

Lanham, M. A. Classifying Retail Problems into OR Problems. Target Publication: OR/MS Tomorrow (Spring/Summer 2016 Issue)

Lanham, M. A. Motivating Cross-Validation and Parameter Tuning Using R Caret Package. Target Publication: INFORMS Transaction on Education

Lanham, M. A. & Grissom, M.G. Modeling Prosthetic Limb Functionality

Sumpter, C., Abrahams, A., Hoopes, B., & Lanham, M. A. A Strategy for Sponsored Search Kill Point Optimization

CONFERENCE PROCEDEINGS Lanham, M. A. & Badinelli, R. D. (2015). Merging Business KPIs with Predictive Model KPIs for Binary Classification

Model Selection. In the Proceedings of the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA.

Lanham, M. A. & Badinelli, R. D. (2015). Developing a Rebalancing Parameter Table for Binary Classification Modeling. In the Proceedings of the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA.

Lanham, M. A. & Schumacher, L. (2015). Efficiently Forecasting Thousands of Time-Series Product Demand Forecasts Using R. In the Proceedings of the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA

Lanham, M. A. & Badinelli, R. D. (2015). Evaluating Stochastic Cost-Benefit Classification Measures for a Retailer’s Assortment Mix Decision. In the Proceedings of the Southeast INFORMS Annual Meeting, Myrtle Beach, SC, October 2015. * Best Doctoral Student Paper Award

Lanham, M. A., & James, T. L. (2012). Exploring the Influence of Commonly Cited Statistics on NCAA Basketball Team Efficiency Using Data Envelopment Analysis. In the Proceedings of the 43rd Annual Meeting of the Decision Sciences Institute, San Francisco, CA

OTHER PUBLICATIONS

Lanham, M. A. (2015, Fall/Winter). Journal Articles of Interest – Operations Research in the Public Sector, OR/MS Tomorrow: INFORMS Student Magazine, 11-13.

Lanham, M. A. (2015, Fall/Winter). A Summary of Upcoming Conferences, OR/MS Tomorrow: INFORMS Student Magazine, 14.

CONFERENCE PRESENTATIONS Lanham, M. A. & Badinelli, R. D. Consumer Demand Parameter Estimation Procedures for Assortment Planning. To be

Presented at the Decision Sciences Institute Annual Meeting, Seattle, WA, November 2015. (Upcoming)

Lanham, M. A. & Badinelli, R. D. Parameter Estimation Procedures for a Hierarchical Assortment Planning Decision. To be Presented at the INFORMS Annual Meeting, Philadelphia, PA, November 2015. (Upcoming)

Lanham, M. A. & Badinelli, R. D. (2015). Merging Business KPIs with Predictive Model KPIs for Binary Classification Model Selection. To be Presented at the Proceedings of the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA. (Upcoming)

Lanham, M. A. & Badinelli, R. D. (2015). Developing a Rebalancing Parameter Table for Binary Classification Modeling. To be Presented at the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA. (Upcoming)

Lanham, M. A. & Schumacher, L. (2015). Efficiently Forecasting Thousands of Time-Series Product Demand Forecasts Using R. To be Presented at the INFORMS Workshop on Data Mining and Analytics, Philadelphia, PA (Upcoming)

Lanham, M. A. & Badinelli, R. D. (2015). Evaluating the Impact of Product Reviews on Future Propensity to Purchase. Poster Presentation at the INFORMS Annual Meeting, Philadelphia, PA (Upcoming)

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Lanham, M. A. Predictive Modeling with the R Caret Package. Invited Presentation at the Southeast INFORMS Annual Meeting, Myrtle Beach, SC, October 2015.

Lanham, M. A. & Badinelli, R. D. Evaluating Stochastic Cost-Benefit Classification Measures for a Retailer’s Assortment Mix Decision. Presented at the Southeast INFORMS Annual Meeting, Myrtle Beach, SC, October 2015.

Lanham, M. A. & Badinelli, R. D. Enhancing Retail Assortment and Order Fulfillment with Big Data Decision Support. Presented at the 24th Annual Frontiers in Service Conference, San Jose, CA, July 2015.

Lanham, M. A. An Examination of Policy Classes in Stochastic Dynamic Programming for Assortment Planning Problems. Presentation at the Northeast Decision Sciences Institute Annual Meeting, Boston, MA, March 2015.

Lanham, M. A. Workshop on Using R for Business Analytics Courses. Invited Presentation at the Northeast Decision Sciences Institute Annual Meeting, Boston, MA, March 2015.

Lanham, M. A. Panel Discussion on Benefits of Statistics/Analytics Software Packages for MSMESB. Invited Panel Discussion at the Southeast Decision Sciences Institute Annual Meeting, Workshop on Making Statistics More Effective in Schools of Business, Savannah, GA, February 2015.

Lanham, M. A. Tutorial on Using R for Business Analytics. Invited Presentation at the Southeast Decision Sciences Institute Annual Meeting, Savannah, GA, February 2015.

Lanham, M. A. & Badinelli, R. D. Evaluating Open-Source vs. Commercial Predictive Analytics Software. Poster Presentation at the INFORMS Computing Society Conference, Richmond, VA, January 2015.

Lanham, M. A. & Badinelli, R. D. Assortment Planning 2.0. Presentation at the Decision Sciences Institute Annual Meeting, Tampa, FL, November 2014.

Lanham, M. A. Streamlining R with IBM SPSS Modeler or SAS Enterprise Miner. Invited Presentation at the Decision Sciences Institute Annual Meeting, Tampa, FL, November 2014.

Lanham, M. A. Designing Analytics Courses with Student Success in Mind. Presentation at the Decision Sciences Institute Annual Meeting, Tampa, FL, November 2014.

Lanham, M. A. & Badinelli, R. D. Assortment Planning 2.0. Presentation at the INFORMS Annual Meeting, San Francisco, CA, November 2014.

Lanham, M. A., & James, T. L. (2012). Exploring the Influence of Commonly Cited Statistics on NCAA Basketball Team Efficiency Using Data Envelopment Analysis. In the Proceedings of the 43rd Annual Meeting of the Decision Sciences Institute, San Francisco, CA

PRESENTATIONS AT SEMINARS & WORKSHOPS Consumer Demand Parameter Estimation Procedures for Assortment Planning. Virginia Tech INFORMS Chapter,

Blacksburg, VA, December 2nd, 2015 (Upcoming)

The Development of a Big Data Assortment Planning Model. Virginia Tech INFORMS Chapter, Blacksburg, VA, October 29th, 2014

Ensemble Modeling with R. Blacksburg Data Science with R Meetup Group, Blacksburg, VA, September 17th, 2014

Data Mining with R. Virginia Tech Network Learning Initiatives (NLI), Blacksburg, VA, November 19th, 2013

SAS Programming II. Virginia Tech Laboratory for Interdisciplinary Statistical Analysis (LISA) Short Course, Blacksburg, VA, July 16th, 2013

SAS Programming I. Virginia Tech Laboratory for Interdisciplinary Statistical Analysis (LISA) Short Course, Blacksburg, VA, July 15th, 2013

Exploring the Influence of Commonly Cited Statistics on NCAA Basketball Team Efficiency Using Data Envelopment Analysis. Virginia Tech INFORMS Chapter, Blacksburg, VA, November 7th, 2012

A Real-Time and Updatable DIY Store Classification System: A Case-Study Analysis for the Finance-Decision Support Team. Advance Auto Parts, Inc., Roanoke, VA, August 23rd, 2012

Combining the Power of R and Excel:RExcel. Virginia Tech Laboratory for Interdisiplinary Statistical Analysis (LISA) Short Course, Blacksburg, VA, February 21st, 23rd, 2012

TEACHING

Instructor:

Course Term Total Students (Response rate)

Student Evaluation

University

Quantitative Methods II (BIT 2406) Summer II 2013 55 (40%) 4.68/5.0 Virginia Tech Quantitative Methods II (BIT 2406) Spring 2013 121 (40%) 4.04/5.0 Virginia Tech Biological Statistics (STAT 2615) Summer I 2011 21 (62%) 3.8/4.0 Virginia Tech

Teaching Assistant:

Matthew A. Lanham p. Virginia Tech Pamplin College of Business 5

Advanced Methods in Business Analytics (BIT 4544), Virginia Tech (Instructor: Tabitha James) Information Security (BIT 4614), Virginia Tech (Instructor: Tabitha James) Project Management (BIT 4484), Virginia Tech (Instructor: Ralph Badinelli) Quantitative Methods II (BIT 2406), Virginia Tech (Instructor: Tabitha James)

AWARDS & HONORS 2015 SEINFORMS Annual Meeting Best Doctoral Student Paper Award

2015 Joanna Baker Memorial Travel Scholarship

2013 – 2014 R.B. Pamplin College of Business Fellowship

2012 – 2013 Virginia Tech University-Wide Graduate Student Teaching Excellence Award Nominee (Business Information Technology Department)

2012 – 2013 INFORMS Judith Liebman Award Nominee

2012 – 2013 Cum Laude INFORMS Student Chapter Annual Award, In Recognition of Outstanding Participation and Performance During the Year

2010 – 2011 Cum Laude INFORMS Student Chapter Annual Award, In Recognition of Outstanding Participation and Performance During the Year

2010 – 2011 Virginia Tech University-Wide Graduate Student Teaching Excellence Award Nominee (Statistics Department)

2010 U of L Graduate Dean’s Citation

2010 U of L Alice Eaves Barns Award Nominee

2009 U of L School of Public Health & Information Sciences Travel Scholarship

2009 U of L Graduate School Travel Scholarship

2009 Who’s Who Among Students in American Universities & Colleges Nominee

2008 Inducted Golden Key International Honour Society

2000 – 2004 21st Century Scholarship (4-year full tuition scholarship)

PROFESSIONAL SERVICE Referred papers for INFORMS Transactions on Education (2013), Proceedings of the Decision Sciences Institute (2013,

2015), Proceedings of the Southeast Decision Sciences Institute (2014), Information Systems for Crisis Response and Management Conference (2013 – 2015)

Co-Editor (2015 – Present), OR/MS Tomorrow

Session Chair, New Models and Methods in Consumer Research, Decision Sciences Institute Annual Meeting, November 23rd, 2015 (Upcoming)

Registration Volunteer, Decision Sciences Institute Annual Meeting, November 21th, 2015 (Upcoming)

Session Chair, Retail Analytics, INFORMS Annual Meeting, November 2nd, 2015 (Upcoming)

Session Chair, Data Mining – Classification, INFORMS Workshop on Data Mining and Analytics, October 31st, 2015 (Upcoming)

Session Chair, Predictive Modeling with the R CARET Package, Southeast INFORMS Annual Meeting, October 9th, 2015

Session Chair, Win-Win: Increasing Frontline Employee Work Engagement by Increasing Customer Loyalty, The 24th Annual Frontiers in Service Conference, July 11th, 2015

Session Chair, The impact of self-threat on customers' responses to technology-based self-service vs. personal-assisted service encounters, The 24th Annual Frontiers in Service Conference, July 11th, 2015

Session Chair, Effects of Perceived Social Capital on Reciprocity Among Chinese Social Media Users, The 24th Annual Frontiers in Service Conference, July 11th, 2015

Workshop Coordinator, Using R for Business Analytics Courses, Northeast Decision Sciences Institute Annual Meeting, March 20th, 2015

Session Chair, Using R for Business Analytics, Southeast Decision Sciences Institute Annual Meeting, February 25th, 2015

Session Chair, MBA Student Papers I/II/III, Southeast Decision Sciences Institute Annual Meeting, February 20th, 2014

Meeting Organizer, Virginia Tech Department of Business Information Technology Research Seminar Series, 2013 – 2014

Judge, Pamplin College of Business Diversity Case Competition, April 10th, 2013

Session Chair, DEA in Service Operations, Decision Sciences Institute Annual Meeting, November 18th, 2012

Chief Marketing Officer and Web Administrator, INFORMS, Virginia Tech Chapter, 2012 – 2013

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Chief Operations Officer, INFORMS, Virginia Tech Chapter, 2011 – 2012

Statistics Department Representative, Virginia Tech Graduate Student Assembly, 2010 – 2011

PROFESSIONAL DEVELOPMENT 2015 Attended POMS 26th Annual Conference, Washington, D.C.

2009 Attended Graybill VIII, The 6th International Conference on Extreme Value Analysis, Fort Collins, CO

SOFTWARE & COMPUTING SKILLS Most Used: R, SQL, SPSS Modeler, Python, VBA, Microsoft Office, EndNote

Big Data/Cloud/ETL: Talend, Amazon Web Services/Amazon Machine Learning, Hadoop MapReduce, Spark

Database: SQL, PL/SQL, Oracle, PostgreSQL, MySQL, Teradata, Access

Statistics: R, Python, SPSS Modeler, SPSS Text Analytics, SAS, SAS Enterprise Miner, MATLAB, MINITAB, JMP

Optimization: Pyomo/PySP/PuLP, SolverStudio, OpenSolver, Excel-Solver, CPLEX

Web/DSS Development: R-Shiny, Java, VBA, VB.NET, JavaScript, XML, HTML5/CSS3, PHP, WAMP

MEMBERSHIPS

American Production and Inventory Control Society (APICS)

Association for Information Systems (AIS)

Decision Sciences Institute (DSI)

Institute for Operations Research and Management Science (INFORMS)

Production and Operations Management Society (POMS)

REFERENCES

Ralph D. Badinelli, Ph.D.

Ralph Medinger Lenz Professor of Business

Department of Business Information Technology

Virginia Tech Pamplin College of Business

Blacksburg, VA 24061

ralphb@vt.edu/ (504) 231-7688

Research Areas: Service Systems, Inventory Control, Big Data Analytics

Cliff Ragsdale, Ph.D.

Bank of America Professor in Information Technology/Director of Center for Business Intelligence & Analytics

Department of Business Information Technology

Virginia Tech Pamplin College of Business

Blacksburg, VA 24061

crags@vt.edu/ (504) 231-4697

Research Areas: Decision Support Systems, Spreadsheets, Business Analytics

Alan Abrahams, Ph.D.

Associate Professor

Department of Business Information Technology

Virginia Tech Pamplin College of Business

Blacksburg, VA 24061

abra@vt.edu/ (504) 231-5887

Research Areas: Text Mining, Defect Discovery

Onur Seref, Ph.D.

Associate Professor

Department of Business Information Technology

Virginia Tech Pamplin College of Business

Blacksburg, VA 24061

Matthew A. Lanham p. Virginia Tech Pamplin College of Business 7

seref@vt.edu/ (504) 231-7749

Research Areas: Data Mining, Combinatorial Optimization