I don't really know what is throwing you for a loop. I have a Certificate in GIS from UC-Riverside, very respected at the time and some of my professors worked for ESRI by day and taught part-time for this certificate program.
Some basics:
Software-wise, GIS is a database hooked to mapping software so you can query the database and spit out maps as your answer. It's valuable because "A picture's worth a thousand words" and most data can be connected to a mappable bit of data (address, lat-long, etc).
A Geographic Information System has the following components:
1. Hardware
2. Software
3. People
4. Procedures
5. Data
6. Network (added more recently and not part of what I was taught, https://learn.canvas.net/courses/464/pages/unit-1-dot-2-iden...)
Data is the most expensive part of that. Good data is hard to come by.
People with the right skills and talents are the most critical part.
You can start a GIS project by surveying your in-house software, hardware, data flows, etc and putting together a use case. You probably already have some of the pieces you need to create a proper Geographic Information System where the data you already track can be hooked into a system for making it query-able and mappable so you can up your decision-making game.
ESRI is probably still the world leader in GIS software and they put out a certain amount of free info.