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INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

CURSO CALIDAD TOTAL EN LA CONSTRUCCION-MAESTRIA GERENCIA DE LA


CONSTRUCCION
Rev.: 0
Fecha: 14/12714

INDICE
1.

PREMISAS...................................................................................................................................2

2.

OBJETIVO ...................................................................................................................................4

3.

DOCUMENTACION APLICABLE ..............................................................................................4

4.

DESCRIPCION DEL TRABAJO POR EQUIPOS .....................................................................4

5.

4.1.

Componentes del trabajo de equipo ..............................................................................4

4.2.

Trabajos taller desarrollados y a desarrollar por los equipo de trabajo...................4

ROAD MAPPING...................................................................................................................... 10
5.1.

Base terica de la TRM .................................................................................................. 10

5.2.

Procedimiento para desarrollar los TRM .................................................................... 12

6.

TEMAS TECNICOS APLICABLES AL CURSO .................................................................... 16

7.

CONCLUSIONES Y RECOMENDACIONES.......................................................................... 24

8.

ANEXOS ................................................................................................................................... 24

Profesor del curso Rubn Gmez Snchez S.

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INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION


CURSO CALIDAD TOTAL EN AL CONSTRUCCION-MAESTRIA GERENCIA DE LA
CONSTRUCCION
Rev.: 0
Fecha: 14/12714

1. PREMISAS
El curso se desarrollara bajo un nuevo enfoque, dicho enfoque fue explicado el da 13/12/13 y tendr
como base la siguiente relacin de tres variables, ver la figura:

Adems tambin se seal la otra relacin que ampla el desarrollo del curso:

Esta fue explicada con ejemplos claros relacionados a la vida real y ejemplos de proyectos de
construccin.
Como apoyo al curso se ha completado informacin de consulta o de lectura que ser motivo de
control de lectura y como referencia bibliografa para el desarrollo del curso a continuacin se
muestran las pantallas del DROPBOX ver imgenes.

Profesor del curso Rubn Gmez Snchez S.

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INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

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2. OBJETIVO
Orientar el desarrollo de los trabajos en equipo del curso CALIDAD TOTAL EN LA CONSTRUCCION,
para lo cual se detallara el alcance y requisitos del mismo.

3. DOCUMENTACION APLICABLE
3.1. Presentacin del curso
3.2. Material complementario de lectura alojado en el DROPBOX

4. DESCRIPCION DEL TRABAJO POR EQUIPOS


4.1. Componentes del trabajo de equipo
En forma resumida se detalla los componentes del trabajo a presentar por cada uno de los equipos
de trabajo conformados:
Un informe tcnico que describa y detalle el alcance de todo el trabajo encargado y detallado en
este sub numeral, este informe deber comprender lo siguiente:
a. El sustento y desarrollo del road map aplicable a la zona de trabajo del equipo de trabajo que
puede ser Arequipa o la zona.
b. El desarrollo de los trabajos taller desarrollado en las sesiones del da 13/12/14 desarrollado
en horario de la maana y tarde.
c. El desarrollo de los trabajos taller encargados mediante el presente termino de referencia y
que deben desarrollados hasta el 28/12714.
d. Una presentacin PowerPoint para el road map
e. Una presentacin PowerPoint para presentar todos los talleres desarrollados en dos bloques.
f. Un video de la presentacin del equipo que incluya las dos partes, por un lado la presentacin
de los talleres en dos bloques (en primer lugar) y segundo la presentacin de los resultados
del road map. Este video debe ser subido al Youtube y colocar el link en el informe del equipo
de trabajo.

4.2. Trabajos taller desarrollados y a desarrollar por los equipo de trabajo


Trabajo taller desarrollados
El equipo presentara cada uno de los talleres desarrollados en las dos sesiones realizadas el da
13/12/14, los cuales son:
Taller 01, aplicacin de las figuras mostradas en la presentacin 01 y bajo la aplicacin
del circulo de Deming.
Taller 02, control de lectura sobre dos artculos el primero relacionado con los adicionales
y el segundo con los riesgos en los grandes proyectos. En este caso los equipos de
trabajo debern explicar con un mnimo de tres ejemplos por lectura casos concretos de
sus proyectos o sobre proyectos con que cuente informacin directa o indirecta.
Taller 03, aplicacin del modelo de las lneas base y la gestin de riesgos, ver figura. En
este taller los coordinadores al final del mismo redactaron las conclusiones sobre el taller,
ver figura y fotografa.

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Trabajo taller a desarrollar entre el da 14 al 28/12/14

Los equipos de trabajo debern desarrollar los siguientes talleres que complementaran el
desarrollo del curso para lo cual emplearan los medios actuales de comunicacin: Facebook,
Skype, correos electrnico y dems herramientas TIC, los talleres que debern hacer sern los
siguientes y las fechas de subidas al grupo: CAMPAA DE PROYECTOS CONSTRUCCION
EXITOSOS, FACEBOOK link: https://www.facebook.com/groups/PROYECTOSEXITOSOS/
Taller 04, aplicacin de concepto de calidad segn la norma ISO 9000:2005, el
equipo de trabajo analizara como mnimo tres insumos de la construccin, ser necesario

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que precisen las normas tcnicas, reglamentos y cdigos que definan los requisitos. En
consecuencia, cada equipo deber completar tres tablas.
Para mayor facilidad completaran la tabla siguiente:

Imagen
del
insumo

En la fotografa se observa las cabezas de los pilotes plantadas en los


desarenadores de la C. H. Coca Codo Sinclair de Quito, Ecuador
N

CARACTERISTICAS

Profesor del curso Rubn Gmez Snchez S.

REQUISITOS

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Taller 05, identificacin de riesgos y desarrollo del anlisis cualitativo.

Para esto los equipos debern identificar por lo menos treinta (30) riesgos como parte de
la RBS (estructura de descomposicin de riesgos), estos riesgos sern distribuidos dentro
de los factores de riesgo ver figura:

Factores de
riesgos

Para poder identificar riesgos debern seguir los ejemplos mostrados a continuacin:

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Ejemplo de disparadores en riesgos:


1. Concepto de disparador: se trata de un variable y una metrica definida para tomar la decision
de intervenir con el plan de respuesta al riesgo, ejemplos:
2. Un riesgo posible, paralizacin por efecto de lluvias, disparador 1) nivel de precipitacion
pluvial, 2) metrica, valor maximo admisible 10 mmCA. Superado el valor del disparador entra
en accion el plan de respuesta al riesgo.
3. Un riesgo posible, fallas en los procesos de tuberias del gasoducto, disparador 1) juntas
rechazadas en el control por ultrasonido, 2) metrica, valor maximo admisible 4.5% de indice
de rechazos. Superado el valor del disparador entra en accion el plan de respuesta al riesgo.

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Estos son ejemplos de riesgos y de hechos evidentes, estos ltimos no son motivo de gestin de
riesgos.

La probabilidad ser definida como el equipo considere apropiado, ejemplo cual es la probabilidad
de lluvias en Arequipa en el mes de febrero: muy probable 0.95.

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Cmo afectara ms o cul sera el impacto del riesgo de suceder, en que lnea base afectara ms,
ejemplo siguiendo el caso de las lluvias afectara ms en el costo quiz generando incrementos de
costos que superen el 4% del monto del contrato; por lo tanto, el impacto ser de 0.8
Con la probabilidad y el impacto definido el equipo deber completar lo que corresponda en la
matriz Excel de riesgos.

Taller 06, gestin de riesgos empleando la matriz de riesgos (archivo Excel)

Culminado el taller 05 los equipos de trabajo debern completar todos los campos de la
matriz
Excel.
Link
de
archivo:
https://drive.google.com/file/d/0B49Tsv7N82EOUlVzbEhxdlJtczQ/view?usp=sha
ring
Taller 07, Taller de uso del software Riskyproject

Completado el taller 06 el equipo proceder a cargar el software con su proyecto de


estudio puede ser el mismo que trabajo desde el primer taller o elegir otro proyecto, pero
los riesgos identificados deben realizados para el proyecto de equipo.
Para el desarrollo de este taller se deben seguir las instrucciones de la presentacin,
ingresar
al
link:
https://drive.google.com/file/d/0B49Tsv7N82EOY1hMRWp2c2d2UVE/view?usp
=sharing

5. ROAD MAPPING
5.1. Base terica de la TRM
El Per como pas no puede ni debe darse el lujo de perder ms tiempo en orientar sus
esfuerzos de investigacin y desarrollo hacia la consolidacin de su desarrollo; por lo que, la
aplicacin de la TRM (Technology roadmap) se plantea como crtica.

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Se considera que uno de los mejores aportes de la TRM es identificar luego del compromiso de
los involucrados las necesidades que debe satisfacer a partir de determinadas inversiones para
trabajar y lograr realmente consolidar el desarrollo y competitividad de los sectores elegidos.
En las figuras se muestran las ideas centrales para explicar en qu consiste la TRM:

Vista 01: identificacin de las necesidades para un determinado sector o rea de inters.
35

Post Office Research - communicating & prioritising


Triggers /
issues

Time
Uncertain /
high impact

Germany
liberalised

Regulator
action?

Home shopping
EU
takes off
liberalised

New business Bespoke solutions Evolve

Market
trends

Existing products
& services

Grow express
business

Increasing transport constraints, 12% reduction


environmental pressure, tolls,
in emissions
etc.

European reach

Global reach
(Europe & NA)

Timed dated products


Changing mail mix (> packets)

Best practice Cost reduction & efficiency improvements Ongoing


Evolve

E capability

E-business fulfilment

Capacity & Evolve


Capabilities efficiency
improvement
Network Evolve
competence

Flexible & dynamic


distribution network
Intelligent transport technologies
Routing & scheduling

Research
activity

Materials handling
Track & trace

GAPS
?

Network
integration
Supply chain
E-access

Environmental

Key:

Requires investment

Colours relate to
existing subthemes

Vista 02: obsrvese un aplicacin de la TRM concluida se observan las brechas y acciones en el tiempo.

Vista 03: obsrvese la secuencia de pasos a seguir y la obtencin del entregable de la TRM: 1) Plan de

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implantacin, 2) Actividades para cubrir las brechas, estas son los proyectos que se requieren
implementar, y 3) Necesidad de integracin para el logro del objetivo final.

5.2. Procedimiento para desarrollar los TRM1


Los reportes diversos del mapeo tecnolgico en la literatura son generalmente
descripciones propias de la experiencia de una empresa determinada, combinadas con
algunos consejos acerca de la implementacin del mapa tecnolgico respectivo.
Willyard y McClees (1987), presentan en su trabajo la propuesta para la generacin de
mapas tecnolgicos de tecnologas emergentes y de producto tecnologa para Motorola;
Barker y Smith (1995) describen la tcnica propuesta para elaborar mapas tecnolgicos
tiles para la previsin de tecnologa en British Petroleum, Groenveld (1997) detalla el
procedimiento de un mapa de producto tecnologa generado para Phillips, Albright y
Kappel (2003) sealan las fases consideradas en la elaboracin de un mapa tecnolgico
de producto y otro de tecnologa, mediante el tratamiento de impulsores para la empresa
Lucent. McMillan (2003) explica la propuesta de un mapa de plataformas de tecnologas
emergentes para la compaa Rockwell Automation, McCarthy (2003) seala la
importancia de los mapas de ciencia y de tecnologas emergentes y muestra una
propuesta para la industria farmacutica; y Phaal, Farruckh y Probert (2004) quienes
proponen una tcnica denominada plan tecnolgico, empleado para elaborar el mapa
tecnolgico de la empresa Domino Printing Sciences.
Tales descripciones muestran diferentes plantillas y procedimientos de mapas
tecnolgicos recomendados como tiles en la prctica para otras empresas. Estas
variantes de mapas tecnolgicos identificadas, pueden clasificarse, de acuerdo con
Kostoff y Schaller (2001), en tres categoras:
1. Mapas tecnolgicos basados en expertos y
2. mapas tecnolgicos basados en anlisis de bases de datos y procesos de extraccin
de datos por computadora y
3. mapas tecnolgicos hbridos2.
Es importante sealar que en la literatura revisada, se detect que no existe un
procedimiento estandarizado nico para la elaboracin de mapas tecnolgicos, sino tres
procedimientos documentados:
1) El procedimiento propuesto por la Asociacin Europea para la Administracin de la
Investigacin Industrial (conocida como EIRMA, por sus siglas en ingls) para le
elaboracin de un mapa tecnolgico genrico,
2) la propuesta de Battelle Memorial Institute para la elaboracin de mapas de tecnologas
emergentes y
3) el proceso de mapas de producto tecnologa desarrollado por el Centro de
Manufactura de la Universidad de Cambridge, Inglaterra3.

Captulo 3 Mapeo tecnolgico.

En el artculo: Science and Technology Roadmaps. IEEE Transactions on Engineering Management. Vol. 48. No. 2. Mayo, 2002 pp.135
137.; Ronald N. Kostoff y Robert R. Scahller explican que en los procedimientos de mapeo tecnolgico basados en expertos, un grupo o grupos
de expertos apropiados se convocan para identificar y desarrollar atributos para los nodos y ligas del mapa por lo tanto, se requiere de un
proceso iterativo de consulta. Para una organizacin en la que la mayora de los componentes del mapa se ejercen dentro de la misma, se
pueden convocar a los actores con conocimiento relevante para elaborar el mapa, de lo contrario, se requiere de asistencia externa. En
cualquiera de los casos, se puede realizar unos anlisis retrospectivos, prospectivos o ambos, de la evolucin de procesos cientficos,
tecnolgicos o de aplicaciones (desarrollo de productos). La propuesta basada en el uso de metodologas de computacin, se utilizan anlisis de
bases de datos, de citaciones y lingsticos para identificar tecnologas y reas de productos; se estima y cuantifica su importancia relativa y se
hacen relaciones con otras reas previamente identificadas y evaluadas. Una vez que se tienen todos los atributos, se procede a generar una
red. Debido a que este procedimiento carece de interaccin con expertos; se considera conveniente un proceso hbrido basado en consulta a
expertos y uso de bases de datos, en caso de que stas existan.

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EIRMA document en 1998 un proceso de uso general para el mapeo tecnolgico en ocho
etapas, basado en la experiencia de mapeo tecnolgico realizado por veinticinco
compaas europeas.
Las etapas consideradas son:
1. Fase de preparacin del proyecto general de mapeo tecnolgico15
2. Establecimiento del equipo de trabajo
3. Plan preliminar para el proceso de mapeo tecnolgico
4. Procesamiento de las variables e informacin necesaria
5. Elaboracin del documento de trabajo (mapa tecnolgico)
6. Verificacin, consulta y comunicacin del mapa tecnolgico
7. Elaboracin de un documento opcional de toma de decisiones
8. Actualizacin del mapa tecnolgico
EIRMA enfatiza que el desarrollo de un proceso efectivo de mapeo tecnolgico dentro de
un negocio depende de una visin y compromiso para llevar a cabo un proceso
exploratorio e iterativo.
La propuesta de Battelle (Placet y Clarke, 1999) para la elaboracin de mapas
tecnolgicos de tecnologas emergentes est dirigida al desarrollo de un marco para tratar
y revisar un proceso de investigacin y desarrollo dinmico y complejo necesario para
lograr objetivos futuros para los negocios y el gobierno. Estos mapas, muestran
grficamente la manera en que se dirigen las actividades e investigacin hacia objetivos
que apoyan especficamente objetivos a futuro de mercado (negocio) o poltica (gobierno).
El proceso permite explorar rutas que va desde descubrimientos cientficos potenciales
hasta el sistema de aplicacin, con el propsito de cubrir las brechas entre el desarrollo de
capacidades tcnicas bsicas requeridas para actividades de investigacin y desarrollo
exitoso y la satisfaccin de los objetivos estratgicos del negocio que exige el cliente.
En su informe Placet y Clarke especifican claramente que existen diversos principios clave
para llevar a cabo el proceso de mapeo tecnolgico de tecnologas emergentes. Sin
embargo, ambos consideran etapas siguientes como bsicas en ste proceso:
1. Eleccin de destinos tecnolgicos. Se recomienda establecer objetivos estratgicos de
largo plazo, con los cuales pueden enfocarse esfuerzos hacia la estrategia del
negocio, a las tendencias de desarrollo y grado de avance cientfico y tecnolgico.
Esta etapa requiere de la formacin de un equipo de trabajo que involucre actores,
quienes conozcan la industria la que pertenezca la empresa y que puedan proyectar y
evaluar e identificarla importancia de varias unidades estratgicas de negocios; as
como factores tecnolgicos que probablemente afecten el futuro.
En esta etapa es necesario realizar un anlisis de la industria, las tendencias de
mercado y la evolucin de aspectos cientficos y tecnolgicos ajenos y propios,
generalmente de la empresa de base tecnolgica. Finalmente, se identifican los
diferentes destinos tecnolgicos ligando la visin de la empresa con factores de xito

El propsito de este trabajo no es entrar en una examinacin meticulosa de los procedimientos detectados, sino proporcionar al lector un
panorama general del proceso y de las fases consideradas en cada una de las tres propuestas. Para obtener mayor detalle de cada etapa puede
consultarse la bibliografa correspondiente (EIRMA, 1998, Placet y Clarke, 1999, Phaal, Farrukh, y Probert, 2001).

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del negocio y de xito tecnolgico identificados 4. La seleccin de destinos
tecnolgicos es un procedimiento basado en el consenso de los actores involucrados.
El resultado de esta etapa es la identificacin de necesidades u objetivos del negocio
que requieren desarrollos cientficos o tecnolgicos.
2. Identificacin y descripcin de rutas potenciales para lograr los destinos tecnolgicos.
En esta etapa se evalan rutas alternativas de tecnologas emergentes que permitan
lograr cada uno de los objetivos del negocio previamente identificados. Se sugiere
definir una jerarqua tecnolgica que parta del sistema productivo tecnolgico en
funcin de los procesos empleados en la empresa para obtener ciertos resultados
(productos, servicios u objetivos requeridos por polticas), plataformas tecnolgicas
(en diferentes etapas de desarrollo) que proporcionan ventajas competitivas o un valor
equivalente alto para que el gobierno logre el establecimiento de una medida poltica,
componentes de las familias de tecnologas y capacidades tecnolgicas. La estructura
(capas) del mapa de tecnologas emergentes se puede definir en base a la jerarqua
establecida.
3. Elaboracin del mapa tecnolgico (estructura y cursos de evolucin identificados).
Una vez definidas las capas y evaluadas las posibles rutas que muestren la evolucin
de requerimientos cientficos, tecnolgicos o un grupo de propuestas detectadas por
un estudio de inteligencia tecnolgica, se recomienda estructurar los mejores cursos
evolutivos que satisfagan los requerimientos del sistema de produccin5, partiendo de
la reunin de capacidades necesarias para desarrollar componentes crticos, crear
nuevas plataformas tecnolgicas e integrarlas con la tecnologa existente en la
empresa, con el propsito de conformar los elementos de nuevos sistemas
productivos. Como resultado se obtiene la evolucin integrada de tecnologas o
conocimientos cientficos emergentes, orientados a aplicaciones comerciales.
Con el propsito de definir el alcance del proceso de mapeo tecnolgico en trminos de
objetivos y recursos y para integrarlo en los sistemas y procesos de un negocio, se ha
desarrollado en el Centro de Manufactura de Cambridge un proceso que apoya la
iniciacin de rpida del proceso6 aplicado a la generacin de mapas tecnolgicos de
producto tecnologa (conocidos en la literatura simplemente como mapas tecnolgicos).
Este proceso comprende una serie de cuatro talleres que involucran a diferentes actores
de una corporacin pertenecientes a las reas de negocios, de mercado y tcnicas; junto
con recomendaciones para las etapas de planeacin del desarrollo del proceso e
implantacin de los resultados. La figura ilustra el proceso.

El concepto de factores de xito y sus ligas (identificacin de destinos tecnolgicos) con la visin del negocio puede
consultarse en Barrer, Derek; Smith, David. Technology Foresight Using roadmaps. Long Range Planning, Vol. 28. No.2, 1995. pp. 21 28.

En este contexto se entiende por sistema productivo a los medios por los cuales se transforman determinados recursos de entrada a un
proceso de conversin o transformacin, para crear bienes y servicios.
6

El proceso de iniciacin rpida es citado en la literatura en ingls como: Start up process for technology roadmapping (TRM).

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El primer taller introduce el proceso a los participantes y se enfoca a temas asociados con
la capa de mercado; se identifican los controladores externos (mercado) e internos
(negocio). Estos impulsores definen la motivacin para desarrollar productos y servicios y
proporcionan un medio para dar prioridad a la importancia de conceptos del producto o
servicio futuros. Adems, se determinan y evalan los elementos de desempeo del
producto (elementos de funcionales y de desempeo del producto que son o pueden ser
importantes para el cliente o negocio, que pueden ser entregados por la tecnologa), se
puede realizar un anlisis SWOT del rea en estudio y se identifican brechas de
conocimiento y mecanismos para reducirlas.
En el segundo taller se tratan aspectos que sern incluidos en la capa de producto,
incluyendo aspectos de servicios. Deben identificarse caractersticas del producto o
conceptos del servicio con potencial para cumplir con los controladores de mercado y
negocio. El objetivo es desarrollar una visin a futuro del desarrollo del producto, desde la
perspectiva del cliente (estrategia de producto). Se evala el impacto de los controladores
respecto a cada caracterstica del producto, utilizando la prioridad de cada impulsor por el
impacto que ste ejerce sobre cada caracterstica del producto. Finalmente, se normalizan
los resultados.
En el tercer taller se analizan alternativas para la capa de tecnologa del mapa. Se
identifican las alternativas con potencial para desarrollar las caractersticas del producto
definidas en el segundo taller. Tales alternativas o soluciones tecnolgicas se evalan en
trminos del impacto en las caractersticas del producto.
Al igual que en el segundo taller, se debe construir una matriz con las caractersticas del
producto en el eje horizontal y con las reas tecnolgicas agrupadas en el eje vertical.
Para cada rea tecnolgica se asigna un impacto en cada caracterstica del producto y en
trminos del potencial para poder entregarlas. Una vez que la matriz est completa, se
evalan las reas tecnolgicas haciendo uso de los valores obtenidos en la evaluacin de
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las caractersticas del producto, procedentes de la matriz generada en el segundo taller, y
de los valores de impacto.
Los resultados finales deben normalizarse. stos, permiten identificar reas las
tecnolgicas claves de mayor impacto a travs de las diferentes caractersticas del
producto.
Durante el cuarto taller, se analizan las perspectivas de mercado, producto y tecnologa
determinadas en los talleres anteriores son el propsito de estructurar un mapa
tecnolgico de producto - tecnologa.
En este ltimo taller se define el formato de mapa tecnolgico (se recomienda que el
horizonte de tiempo considerado sea a plazo medio y largo; incluyendo por lo menos dos
generaciones o versiones del producto), se identifican los principales hitos y se representa
grficamente la evolucin de hitos estratgicos, del producto y de las respuestas
tecnolgicas para cada rea identificada, en funcin de la evaluacin realizada, de las
brechas requeridas y de manera consensuada.
Los procesos descritos pueden apoyar el anlisis de diferentes actividades de planeacin
de una empresa. Debido a que cada organizacin es diferente en trminos de su contexto
particular de negocios, cultura organizacional, procesos de negocios, recursos disponibles,
tipos de tecnologa utilizados, etc.; las tres propuestas necesitan adecuarse a cualquier
aplicacin particular.
Diversos autores (Phaal et al (2004), Richey y Grinnell (2004), Grossman (2004), Wells et
al (2004) y Strauss y Randor (2004)) coinciden en que el proceso de mapeo tecnolgico
debe personalizarse; tomando en cuenta que el proceso para elaborar el mapa
tecnolgico de capas mltiples dependientes del tiempo, es la aplicacin ms flexible.
La personalizacin del proceso ms adecuado depende de muchos factores, entre los
cuales se incluyen: El nivel de recursos disponibles (actores, tiempo, presupuesto), la
naturaleza del tema a tratarse (propsito y alcance), informacin disponible (mercado y
tecnologa) y otros mtodos y procesos relevantes (desarrollo de nuevos productos,
benchmarking, investigacin de mercado, etc.).
6. TEMAS TECNICOS APLICABLES AL CURSO
El curso como se ha comentado representa un cambio importante respecto de las versiones
anteriores, solo como una idea de la nueva concepcin se presentan ciertas fotografas de los
trabajos realizados.

Profesor del curso Rubn Gmez Snchez S.

Pgina 16

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 17

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 18

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 19

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 20

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 21

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 22

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

Profesor del curso Rubn Gmez Snchez S.

Pgina 23

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION

7. CONCLUSIONES Y RECOMENDACIONES
7.1. El curso tiene una nueva orientacin hacia la relacin entre riesgos, calidad y gestin de
proyectos, como parte de este aspecto en las dos sesiones desarrolladas el da 13/12/14 se
trabaj la relacin incertidumbre, riesgos y calidad.
7.2. El trabajo a desarrollar por cada una de los equipos de trabajo generara una enorme inquietud
en cuanto a la mejora en los resultados de los proyectos.
7.3. En la reunin del da 13/12/14 se trabaj la matriz de riesgos desarrollada por la Cmara
Colombiana de la Infraestructura la cual podra ser motivo de tema de tesis de maestra, es
asunto de las decisiones de los participantes de la maestra.
7.4. La entrega y sustentacin de los trabajos ser el da 04/01/15.

8. ANEXOS
8.1.
8.2.
8.3.
8.4.

Modelo de informe tcnico modelo para el desarrollo del trabajo por equipo.
Presentacin 01 PowerPoint sobre TRM
Presentacin 02 PowerPoint sobre TRM
Presentacin 03 PowerPoint sobre TRM

Profesor del curso Rubn Gmez Snchez S.

Pgina 24

INFORME TRABAJO EN EQUIPO CALIDAD TOTAL EN LA CONSTRUCCION


8.5. Presentacin 04 PowerPoint sobre TRM
8.6. Artculos sobre TRM

Profesor del curso Rubn Gmez Snchez S.

Pgina 25

INFORME TCNICO
BASE DE DATOS GPS
Juan Carlos Espinoza Guerra
Csar De La Jara Snchez

LISN

Junio, 2009

RESUMEN
En el presente reporte se presentan los avances realizados en el desarrollo de la base de datos GPS
del proyecto LISN. La estructura de la base de datos, as como los scripts, programas y herramientas
utilizadas sern descritos.

NDICE

1.

INTRODUCCIN .............................................................................................................3

2.

DESARROLLO..................................................................................................................3

2.1

Transferencia de datos al servidor central............................................................................3

2.2
2.2.1
2.2.2
2.2.3

Base de datos........................................................................................................................5
Estructura .............................................................................................................................5
Tipos de archivo...................................................................................................................5
Programas y scripts utilizados .............................................................................................6

2.3
2.3.1
2.3.2

Interfase web ........................................................................................................................7


Programas y scripts utilizados .............................................................................................7
Monitoreo de las estaciones. ................................................................................................8

3.

RESULTADOS ...................................................................................................................9

4.

TAREAS PENDIENTES ...................................................................................................9

BASE DE DATOS GPS


1.

INTRODUCCIN

El proyecto LISN (Low-Latitud Ionospheric Senson Netwok) cuenta actualmente con 40 estaciones
GPS que continuamente (cada 15 minutos) envan datos al servidor central, estos datos son almacenados en
carpetas temporales sin seguir una estructura y con distintos formato de nombre, por lo que el acceso a los
datos era una tarea tediosa.
Para realizar de manera adecuada el procesamiento y la distribucin de los datos a la comunidad
cientfica es necesario crear una base de datos con una estructura definida y siguiendo un estndar para los
nombres de los archivos.
Junto con la base de datos tambin es necesario contar con una interfase web que permita de una
manera sencilla realizar la descarga, visualizacin y monitoreo de los datos. A continuacin se detallan los
avances realizados en el desarrollo de estas tareas.

2.

DESARROLLO

2.1

Transferencia de datos al servidor central

Las mayor parte de estaciones GPS utilizan como programa de adquisicin GPS-SCINDA,
desarrollado por la AFRL (Air Force Research Laboratory). Este es un programa en real-time que genera y
guarda diferentes tipos de archivos dependiendo del receptor GPS que se este usando: Novatel o Ashtech.
Cada archivo contiene datos de una hora aproximadamente y es guardado localmente con el siguiente
formato YYMMDD_hhmmss.xxx, los tipos de datos generados son diferenciados por la extensin del
nombre del archivo.
Tabla 1: Formato del nombre de archivos horarios generados por GPS-SCINDA
YY

Ao, dos dgitos

MM

Mes (01-12)

DD

Da del mes (01-31)

hh

Hora del da (0-23)

mm

Minutos de la hora (00-59)

ss

Segundos de la hora (00-60)

xxx

Extensin del archivo (diferente por cada tipo de archivo)

Tabla 2: Tipos de archivos generados por GPS-SCINDA


Extensin

Contenido del archivo

*.scn

Estadsticas ionosfricas (S4, TEC y ROTI)

*.pos

Posicin del receptor

*.msg

Log de errores y mensajes de diagnstico

*gps.dat

Cintilaciones en formato usado por SCINDA

*pos.dat

Posicin del receptor en formato usado por SCINDA

*.obs

Datos observables (relaciones S/N, pseudo-rangos y fases)

*.uz, *.z12, *.nvd Datos binarios (la extensin esta basada en el tipo de receptor)

Cuatro de las estaciones LISN (Iquitos, Bogota, Leticia y Popayan) cuentan con receptores de la
marca LEICA para los cuales se utiliza un segundo programa de adquisicin: Leica S4, el cual genera y
guarda dos tipos de archivo:
Tabla 3: Tipos de archivo generados por Leica S4
Extensin

Contenido del archivo

*.lb2

Datos binarios

*.txt

Cintilaciones en formato usado por SCINDA

Dependiendo del tipo de receptor se envan diferentes tipos de archivos al servidor central (los
archivos llegan primero a un firewall donde se almacenan temporalmente, luego los archivos son ledos por
el servidor central), estos archivos son enviados cada 15 minutos y contienen datos de la ltimos 30
minutos, Los archivos que son enviados al servidor central tienen el siguiente formato NNN.xxx donde
NNN son tres caracteres que identifican a la estacin y xxx la extensin que indica el tipo de archivo.
Tabla 4: Archivos enviados al firewall del servidor central
Tipo de receptor
Novatel

Ashtech

Leica

Extensin

Contenido del archivo

*.nvd

Datos binarios

*gps.dat

Cintilaciones en formato usado por SCINDA

*pos.dat

Posicin del receptor en formato usado por SCINDA

*.obs

Datos observables (relaciones S/N, pseudoranges y


phases)

*gps.dat

Cintilaciones en formato usado por SCINDA

*.lb2

Datos binarios

*.txt

Cintilaciones en formato usado por SCINDA

Adicionalmente las estaciones que cuentan con la ltima versin de GPS-SCINDA (1.75) envan un
archivo en formato COMPACT RINEX que contiene datos de las ultimas 24 horas, este archivo se enva
una vez al da, con el siguiente formato NNN_YYMMDD.YYd.tar.gz.

Figura 1: Transferencia de datos al servidor central

2.2

Base de datos

2.2.1

Estructura

En la base de datos GPS, creada en el servidor central (capacidad actual de 4.7 TB), se estn
almacenado archivos diarios (con datos de 24 horas), por lo que estos solo se encuentran disponibles al final
del da.
En la estructura utilizada para el almacenamiento de los archivos se ha considerado informacin de
la estacin, la fecha y el tipo de datos que contiene el archivo.

Figura 2: Estructura de la base de datos GPS


Tabla 5: Formato de los directorios de la base de datos GPS
Directorio

Contenido del archivo

Estacin

Cuatro caracteres que identifican a la estacin

Ao

Ao, cuatro dgitos

Mes

Mes (01-12)
binary: Datos binarios (Novatel y Leica)
rinex: Datos observables en formato COMPACT RINEX

Tipo de Dato

scint: Cintilaciones en formato SCINDA


posit: Posicin del receptor en formato SCINDA
obser: Datos observables

2.2.2

Tipos de archivo

Los tipos de archivo disponibles en la base de datos dependen del tipo de receptor de la estacin,
como se mencion antes cada archivo contiene datos de 24 horas y se ha usado el siguiente formato:
NNNN_YYMMDD.xxx.Z para el nombre.

Tabla 6: Formato del nombre de los archivos de la base de datos GPS


NNNN

Estacin, cuatro caracteres

YY

Ao, dos dgitos

MM

Mes (01-12)

DD

Da del mes (01-31)

xxx

Extensin del archivo (diferente por cada tipo de archivo)

Extensin del tipo de compresin utilizada (*.gz *.tar.gz)

Tabla 7: Tipos de archivos de la base de datos GPS


Extensin

2.2.3

Contenido del archivo

*.YYd.tar.gz

Datos en formato COMPACT RINEX

*.scn.gz

Cintilaciones en formato usado por SCINDA

*.pos.gz

Posicin del receptor en formato usado por SCINDA (solo de receptores


novatel)

*nvd.gz

Datos binarios de receptores Novatel

*lb2.gz

Datos binarios de receptores Leica

*.obs.gz

Datos observables (receptores Ashtech)

Programas y scripts utilizados

Como se mencion anteriormente, las estaciones GPS envan datos cada 15 minutos, por lo que ha
sido necesario el desarrollo de scripts que realicen el copiado, la concatenacin y cambio de nombre de los
archivos, que finalmente se almacenan en la base de datos. El lenguaje de programacin utilizado ha sido
PYTHON, un lenguaje fcil de aprender y comprender con la ventaja de ser gratuito.
"

get_gps.py.- Se encarga de leer los archivos que llegan al firewall y copiarlos en carpetas
temporales en el servidor, adicionalmente se agrega al nombre del archivo: la fecha y hora. Este
script se ejecuta cada 15 minutos.

"

create_daily.py.- Este script lee los archivos que guarda el script get_gps.py en las carpetas
temporales y realiza la concatenacin para obtener archivos diarios, durante la concatenacin se
elimina la duplicidad de datos que se genera al concatenar los archivos de 15 minutos que contienen
datos de 30 minutos.

"

daylynvd.- Este programa escrito en C, ha sido desarrollado por el Boston College, y es llamado
por el script create_daily.py para realizar la concatenacin de los archivos binarios de receptores
novatel (*.nvd).

"

nvd2rinex.- Programa en C, desarrollado tambin por el Boston College se utiliza para la creacin
de archivos en formato RINEX a partir de archivos nvd. Este programa es llamado por el script
create_daily.py.

"

rnx2crx y crx2rnx.- Estos programas se utilizan para la conversin de RINEX a COMPACT


RINEX y viceversa.

"

get_rinex.py.- Se encarga de copiar los archivos en formato RINEX que llegan al firewall a la
base de datos del servidor. El copiado se realiza siempre y cuando este contenga mas datos que el
archivo RINEX creado en el servidor (el archivo RINEX creado en el servidor puede estar
incompleto ya que no todos los archivos de 15 minutos logran llegan al firewall). Este script se
ejecuta una vez al da.

El control de la ejecucin de los scripts se realiza con el crontab del sistema operativo (Red Hat), y
cada uno de los scripts guarda un log para el control de errores.

2.3

Interfase web

Para el acceso a los datos se ha desarrollado una pgina web, desde la cual es posible descargar y
graficar los datos de los diferentes tipos de archivos (diarios). Tambin existe la posibilidad de descargar
todos los archivos correspondientes a determinado mes.
Para la navegacin de la base de datos la interfase web cuenta con combo boxes para seleccionar:
el pas, la estacin, el ao y el mes. Al seleccionar el mes se muestra el respectivo calendario con links (solo
en los das que cuentan con datos) que finalmente muestran los tipos de datos disponibles.
El acceso a la descarga de archivos solo ser posible si el usuario cuenta con una cuenta de ingreso (username y
password)

Figura 3: Vista principal de la interfase web

En la figura 5 se muestra una vista de la interfase web mostrando los datos disponibles, una vez
seleccionada una estacion y una fecha.

Figura 4: Datos disponibles de una estacion para una fecha dada

2.3.1

Programas y scripts utilizados


La pgina web ha sido desarrollada en lenguaje PHP y cuenta con scripts en PYTHON para graficar

los datos:
"

plot_s4.py .- Este script se utiliza para generar grficos de cintilaciones, es posible generar dos
tipos de grficos el primero grafica el ndice de cintilacin S4 junto con el ngulo de elevacin
contra el tiempo, y el segundo grafica el ndice de cintilacin en una vista skymap
(Azimuth/Elevacin).

plot_pos.py .- Se utiliza para graficar la posicin X,Y,Z del receptor respecto a una referencia que es este caso
es el promedio de X,Y,Z.

Figura 5: Grfico de la posicin del receptor

2.3.2

Monitoreo de las estaciones

Adicionalmente la pgina web muestra grficos histricos del estado de las estaciones, as como
estadsticas de su funcionamiento. Estos grficos se actualizan cada 15 minutos, los posibles estados de una
estacin son los siguientes (en el grafico cada estado tiene un color especifico):
"

Celeste: la estacin ha enviado datos segn lo esperado.

"

Azul: la estacin no ha enviado datos, posibles causas pueden ser una mala conexin a Internet,
cortes de luz mal funcionamiento de la PC.

"

Verde: La estacin ha enviado datos del mismo tamao durante la ultima hora, esto ocurre cuando el
programa de adquisicin ha dejado de funcionar (se cuelga).

"

Amarillo: La estacin ha enviado datos pero de tamao pequeo o cero, ocurre cuando el disco duro
de la computadora esta lleno o cuando el tiempo de envo de datos tarda mas de lo debido.

"

Marrn: No se tiene informacin disponible de la estacin, esto ocurre cuando el programa de


monitoreo encuentra una excepcin inesperada o cuando el servidor tiene algn problema.

Figura 6: Grfico histrico del monitoreo de estaciones

Figura 7: Estadsticas de funcionamiento de las estaciones

3.

RESULTADOS

El objetivo principal del proyecto se ha cumplido ya que ahora se cuenta con una interfase web,
desde la cual es posible acceder a la descarga, visualizacin y monitoreo de los datos GPS de todas las
estaciones LISN.

4.

TAREAS PENDIENTES

"

Se encuentra pendiente el desarrollo de programas que realicen la concatenacin de archivos


binarios de los receptores Leica(*.lb2), as como tambin de los archivos observables de los
receptores Ashtech (*.obs)

"

Tambin se esta trabajando en el programa que calcule el TEC a partir de los archivos rinex de la
base de datos, y que ser utilizado para mostrar los plots en la pgina web.

BIBLIOGRAFA
CARRANO, Charles S. GPS-SCINDA: A Real Time GPS Data Acquisition and Ionospheric
Analysis System for SCINDA. Scientific Report N X. Miami, US, AFRL, Atmospheric and
Environmental Research, Inc. 2008.

ANEXO A: GRFICOS DE CINTILACIONES DISPONIBLES EN LA


INTERFASE WEB

Figura 8: Grafico de cintilaciones y ngulo de elevacin vs time

Figura 9: Grfico de cintilaciones en skymap

Centre for Technology Management

UNIDO - Technology Foresight for Practitioners

Fast-start technology
roadmapping
Prague
Thursday 9th October 2003, 09:00 - 13:00

Dr Robert Phaal

Centre for Technology Management

Workshop aim
To provide:
An introduction to the theory and practice
of technology roadmapping

Centre for Technology Management

Agenda
09:00

Overview

09:10

Technology roadmapping - principles & practice

10:30

Break

11:00

T-Plan fast-start approach

11:20

Group activity - the bicycle of the future

12:30

Discussion - getting started

13:00

Review and close

Centre for Technology Management

Technology roadmapping principles & practice

Centre for Technology Management

Roadmapping - Planning for the Future


Time

M1

Market

M2

P1

Product

P2

P3
P4

T1

T2

Technology
T3

R&D
programmes

Resources

RD 1

RD 2

T4
RD 4

RD 3

RD 6
RD 5

Capital investment / finance


Supply chain
Staff / skills

Centre for Technology Management

Technology roadmapping process


Benefits

Facilitate the integration of new technology into the business


Support for company strategy and planning processes
Identify new business opportunities for exploiting technology
Provide top level information on the technological direction of the
business
Support communication and co-operation within the business
Identify gaps in market and technical knowledge
Support sourcing decisions, resource allocation, risk management
and exploitation decisions
High-level integrated planning and control
- a common reference / framework

Centre for Technology Management

Uncertainty / risk of
prediction / investment

Time is a key dimension


Short term

Operations
What to manufacture?
How many of each model?
What materials to order?

quantitative focus

Medium term

Long term
New (?):
- Markets
- Products
- Technologies
- Capabilities
- Organisational structures
- Distribution channels
- Competition

Innovation
Which products?
Which markets?
What cost?

Strategy
Which technologies?

qualitative focus

Time

Centre for Technology Management

Performance

Technology as a dynamic resource


New dominant
technology
(disruptive??)

Technology
discontinuity

Current
dominant
technology
Emerging

Pacing

Technology S curves

Base

Shape influenced by:


Market demand
Scientific knowledge
Investment / innovation

Key

Turbulence

Time

Adapted from Bower & Christensen, 1995

Strategic Postures

Time

Courtney et al (HBR, 1997)

3. Reserve the right to play


Performance

2. Adapt to the future


Performance

Performance

1. Shape the future

Time

Time

Centre for Technology Management

Evolution of long range planning approaches


1970
Strategic
planning

1980
Motorola develops
technology
roadmapping
approach

Co-evolution

Policy

1990

Take up in
electronics
sector

2000

Semiconductor
Technology Roadmap
Take up in
other sectors
- companies
- consortia
- government

Foresight

Forecasting
Science fiction

Futures & Scenario planning

2010

Roadmapping
approach
supports
integrated
strategic
planning

Centre for Technology Management

Technology roadmapping
Relationship to the strategic planning process
Market Information

Product-Market analysis

Product-Technology
Options Evaluation

Where are the


boundaries of
the roadmapping
process?

Roadmap
Creation

Defined
Targets

Project
Proposals

Technology Assessment

Identification of Technology
Available / Feasible / Possible

Source: EIRMA, 1997

Centre for Technology Management

Technology roadmapping
Two extremes
1. Market pull

2. Technology push

- How to reach a goal?

Planning
Market focus
Assumes product market opportunity
Deterministic
Convergent
Customer driven

- What opportunities could arise?

Technology focus
Looking for opportunities
Open ended
Divergent

Centre for Technology Management

The fast-start concept:


roadmapping as an ongoing process
Programme
management

Project
management

Synchronise
2

Forecasting

Persuade
1

Understand
Simplification
Competitive
analysis

Fast-Start

Resource
allocation
Measure:

Accuracy
and clarity

Product
planning

Portfolio
management

Measure:

Measure:

Aligned
priorities &
decisions

Ongoing
co-ordination

Roadmapping
influence

Corporate
planning

Kappel, 2001
(Lucent Technologies)

Centre for Technology Management

Flexibility of roadmapping
Flexibility is a key strength (and challenge) of the roadmapping
approach, in terms of:
The wide range of aims that roadmapping can contribute towards
The timeframe covered by the roadmap (past and future)
The structure of the roadmap (layers and sub-layers), which can be adapted to
fit the particular application
The process that is followed to develop and maintain the roadmap/s
The graphical format that is selected to present information and communicate
the roadmap
The set of existing processes, tools and information sources in the firm, which
the roadmap and roadmapping process need to integrate with

Centre for Technology Management

Types of roadmap: purpose and format


Purpose
Capability
planning

Format

Product
planning

Bars

Multiple layers
Table

Strategic
planning

Single layer

Long range
planning

Generic TRM

Knowledge asset
planning

Graph

Text

Pictorial
Programme
planning
Flow

Process
planning
Integration
planning

Centre for Technology Management

Generic roadmap - links resources to objectives


Layers connect:
Past
Market / Customers / Competitors /
Environment / Industry /
Business / Trends / Drivers / Threats /
Objectives / Milestones / Strategy
Products / Services / Applications /
Services / Capabilities / Performance /
Features / Components / Families /
Processes / Systems / Platforms /
Opportunities / Requirements / Risks
Technology /
Competences /
Knowledge
Other resources:
Skills / Partnerships / Suppliers /
Facilities / Infrastructure / Organisation /
Standards / Science / Finance / R&D Projects

Now

Plans

Future

Vision

Time
(know-when)
purpose
(know-why)

delivery
(know-what)

resources
(know-how)

Centre for Technology Management

Technology roadmaps
Examples of applications
Motorola
- To encourage business managers to give proper attention to the technological future
- To provide a vehicle for organising the forecasting process
- To communicate to design & development engineers and marketing personnel which
technologies will be required in future products

Lucas
- To provide integrated project planning for engineering systems
- To supply sound technological inputs to the budget process

Post Office Research Group


- To communicate the research plans to business sponsors
- To help focus and prioritisation of research activity
- To identify where expert knowledge is required in the future

Centre for Technology Management

Motorola Roadmap Matrix


- summary of product plans and technology forecast
Year
Tuning
Selectivity

1982

1983

Push button

Display

1985

1986

1988

LEDs

1991

Voice actuated

Data

Maps

3u CMOS

1u CMOS

Liquid crystal

Vehicular LAN

Fluorescence
Single wire

Digital modulation

PRODUCTS

1990

Digital signal processors

Paging
5u CMOS

1989

Touch pad - Synthesizers

SAWs

Stereo
Linear

1987

Push button - Synthesizers

Ceramic resonators

Subcarrier function
IC technology

1984

Glass fibre
500 kHz bandwidth

RECEIVER 1

RECEIVER 2

RECEIVER 3

Stereo

Plus:

Plus:

Scan

Personal
paging

Seek

NEXT GENERATION

FUTURE GENERATION

Plus:

A NEW SERVICE

Stock market
Road information
Remote
amplifiers
Remote controls

Super Hi Fi
Local maps

Centre for Technology Management

Lucas roadmaps - a required input to the budget process


97

External
Influences

98

99

00

01

02

03

04

05

06
External influences

4
1.
2.

System
Demonstrator

3.
4.
.

Component /
Sub-system

Market Trends
a)
b)
c)

Technology
Project

d)
.
.

Centre for Technology Management

Lucas Technology Road-map activity coding

Activity Description

Market Trends Addressed

Principal Participants/Collaborators
Project Status

External Funding Source

Time Window

Centre for Technology Management

Lucas - linking Technology to Business Planning


Business Planning
PP+TRMs

External :
Markets
Competitors
Technologies
...

GapAnalysis
Analysis
Gap
Gap
Analysis
Benchmarking
Benchmarking
Benchmarking
Forecasting
Forecasting
Forecasting

Acquisition
Planning
Make

Technology
Technology
Technology
Audit
Audit
Audit

Technology Base

R&D
Projects

Buy
Acquisitions
JVs
Licensing

Centre for Technology Management

Post Office Research - communicating & prioritising


Time

Triggers /
issues

Uncertain /
high impact

Germany
liberalised

Regulator
action?

Home shopping
takes off

New business Bespoke solutions Evolve

Market
trends

Existing products
& services
Best practice

Increasing transport constraints,


environmental pressure, tolls, etc.

European reach

Global reach
(Europe & NA)

Timed dated products

Grow express
business
Cost reduction & efficiency improvements

EU
liberalised

Changing mail mix (> packets)


Ongoing

Evolve

E capability

Capabilities

E-business fulfilment

Capacity & Evolve


efficiency
improvement
Network
competence

Evolve

Flexible & dynamic


distribution network
Intelligent transport technologies
Routing & scheduling

Research
activity

Materials handling

Environmental
Requires investment

GAPS ?

Supply chain
E-access

Track & trace

Key:

Network integration

Colours relate to
existing sub-themes

12% reduction
in emissions

Centre for Technology Management

Foresight Vehicle technology roadmapping initiative


The overall goal of the technology roadmapping initiative was
to support the aims of the Foresight Vehicle consortium, providing
a framework for ongoing investment in UK research partnerships,
focused on achieving sustainable wealth creation and quality of life
This required identification of market and industry trends and
drivers that impact future requirements for road transport in the UK,
and the associated technology needs and opportunities
The roadmapping process encouraged communication and
discussion within a creative workshop environment and the
roadmap provides a framework for continuing this more broadly
in the future

Centre for Technology Management

Road transport system: key themes


Social

Economic

Environmental

Political

Infrastructural

Technological

Social, economic and


environmental drivers
reflect the three
cornerstones of
sustainable development

Technology, policy and


infrastructure
enable or constrain
progress towards the
social, economic and
environmental goals

Centre for Technology Management

Foresight Vehicle technology roadmap: architecture


+5 years

Market /
Industry
drivers

+10 years

+15 years

Now
S
T
E
E
P
I

+20 years
Vision

Trends drivers, key issues and uncertainties

Performance
measures
and targets

Evolution of required and desirable functional


performance of road transport systems of the future

Technical
Group areas

Required and desired technological response,


including research requirements

Time

Centre for Technology Management

Foresight Vehicle technology roadmap: process


Engine and powertrain (E&PT)

Planning
(Oct 01)

Market
and
industry
trends
and
drivers

Road
transport
system
performance
measures
and targets

Hybrid, electric and alternatively


fuelled vehicles (HEV)

Consultation

Advanced software, sensors,


electronics and telematics (ASSET)

Synthesis

Advanced structures
and materials (FASMAT)
Design and manufacturing
Processes (DMaP)

Co-ordination, facilitation, data collection, analysis and structuring of information

10 month duration
10 workshops

More than 130 participants


More than 60 organisations

Reporting
(Sept 02)

Centre for Technology Management


Example
detailed roadmap content (1 of 28): Social trends & drivers
2002

2007

2012

80-85% of journeys
by car 39,40,103
75% of all journeys
are under 5 miles
and 45% are less
than 2 miles 31

Growth in personal mobility (70% of


drivers use car for leisure day trips
every week or month; 50% expect to be
making more by 2020) 42

Nearly one third of


UK households do
not have a car (13
million people) 31
Many different
stakeholder groups,
with different needs
from transport
system

Vehicles sold increasingly as


lifestyle choices ?

Increasing
complexity of
lives ?

Increasing female vehicle purchase /


ownership (women are more likely to
describe their cars as stylish, sporty or
fun) 42
Balance between
People and jobs
global, national
have moved out of
and local
the city and town
solutions ?
centres 103

Trend towards
career
downsizing for
improved
lifestyle ?

UK car-centric
culture
1999: UK leads
world in vehicle
theft (twice global
average at
2.5%); cost of
vehicle-related
crime 6bn 46,47
2000:
3,500 road traffic
deaths and 40,000
serious injuries in
UK, at an estimated
cost of 13.3bn
(40,000 deaths and
1.7 million injuries in
EU, representing a
cost of 2% of GDP)
8,37,39,40

Key:

Journey times increasing (70% longer


by 2016 in peak travel periods) 67

Increasing proportion of women in


paid employment (9.9 million in
1984 to 12.2 million in 1999) 73
More than half of drivers exceed speed
limits on motorways, dual carriageways
and residential roads 66

Individual
time
budget for
travel
remains
constant ?

Between 8 and
20% of carowning
households
experience
vehicle-related
crime each year,
depending on
region 41

Mobility & congestion

Increasing
concern about
crime, security
and safety

Lifestyle & attitudes

2031: 40% increase


in bus / coach
vehicle miles,
compared to 1996 1
2022: 70%
increase in journey
times in many UK
cities 1996 80

journeys 30
2010: 50%
increase in rail
passenger miles 30

Increasing
mobile
working

2010: 25% of UK
workforce
teleworking at
least two days per
week 57

Shift in social
attitudes to
speeding

Younger
generation more
IT-literate

2007: working at home becoming


common (currently more than 66% of
European organisations with more
than 500 employees already practice
teleworking) 28,39,40

Health, safety & security

New working /
living patterns

Legal issues and


frameworks ?
Shift from car ownership
to car access ?
Increased
use of car
pools ?

2015: 400 million


people live in
megacities of more
than 10 million
inhabitants 57

Social
attitudes
towards road
transport and
the
environment?

2016: 4 million (25%)


increase in housing (80%
single-person), increasing
demand for travel 1,67
Continued
growth of
cities and
towns, mainly
in South East

2022
2031: 57% increase in
UK road traffic,
compared to 1996 80,103

2012: Bicycle
2010: 20-50%
journeys
increase in European
31
road passenger and double
13,80
haulage traffic
Frustration with congestion and public
2010: 10% increase transport continues ?
(journey time no longer predictable)
in bus passenger

Increasing
leisure time 39,40

Demographics

2015: 150%
increase in
international air
traffic; 100%
increase in
domestic,
compared to
1995 1

2010: Passenger
numbers through
UK airports
increase by 50% 30

More residential traffic calming schemes


and pedestrianisation of town centres
Demand to
reduce deaths
and injuries on
roads

2017

2016: 25% increase in number


of UK households, 80% of
growth due to single person
households; 1.3% rural land
use predicted to change to
urban land use 39,40

2030: population
in the UK is
forecast to
increase by
3.3%, to 61
million 1,39,40,67,
after which it will
decline to 57
million by 2050 73
2030: 22- 27% of
UK population
over retirement
age, compared to
19% in 1998;
pension costs rise
from 4.5-5.5% of
GDP 1,25,39,40
2021: Households
in South-east
forecast to grow by
19% on 2001
levels 41

Vision

Cheap,
safe,
reliable,
clean
convenient,
comfortable
transport
for all

Centre for Technology Management

Example summary roadmap content:


Social trends & drivers
2002

2007

2012

2017

2022

Growing demand for mobility

Society

Congestion and pressure on infrastructure


Changing working and living patterns

Social attitudes towards


transport and the environment

Ageing population

Increased mobile and home working


More single person households

Continued growth of cities and towns

Continued growth of
South East

Consumer demand for greater variety, quality and performance of products and services
Increasing concern for health, safety and security

Cheap, safe,
convenient,
comfortable,
clean and
secure
transport
for all

Centre for Technology Management

Example summary roadmap content:


Social performance measures & targets

Society

2002
Aim for
equitable
mobility
(same price
for same
journey for
all groups
in society)

2007
2005: 70% user
satisfaction with
all transport
modes (measure
of convenience)

2012
2010: 80% user
satisfaction with
all transport
modes

2017

2022
2020: 85%
user
satisfaction
with all
transport
modes

2010: Vehicle security (resistance to attack) 5


- Door locks: 5 minutes; Secure storage area in vehicle: 5
minutes
- Alarm systems: 5 minutes; Immobilisers: 20 minutes; Window
glass: 2 minutes
2005: Road
traffic noise
reduced by 3dBA
from 1998 levels

2010: Road traffic


noise reduced by
4dBA

2020: Road traffic noise reduced


by 6dBA;
Homologated noise reduction of
4dBA and 8dBA for light and
heavy vehicles, respectively

Vehicle
adaptability
Urban people
transport
Effective
selling and
customer
support

Centre for Technology Management

Example summary roadmap content:


Hybrid, electric and alternatively fuelled vehicle technology

Hybrid, electric & alternatively


fuelled vehicles

2002

2007

2012

2017

2022

Hybrid, electric and alternatively fuelled vehicle technology development, leading to new fuel and power systems,
such as hydrogen and fuel cells, which satisfy future social, economic and environmental goals
Increasing
variety and
use of hybrid,
electric,
multi-fuel and
alternatively
fuelled
vehicle
technologies,
and
development
of fuels and
infrastructure

Continuous improvement in terms of range, life, safety and

Pilot trials and local


performance; development of legislation and standards
fuel distribution
infrastructure
development
trucks and buses first
50kW fuel cells
and subsystems

200kW fuel cells


and subsystems
for heavy vehicles

Use of hydrogen in IC engines, and with


fuel cells as auxiliary power units
Development of electrics, electronics and battery
systems for new engine and powertrain systems
Development of supporting technologies (storage systems, compressors,
air supply, reforming, materials, thermal management, etc.)

Hydrogen fuel
cell
technology
and
infrastructure
becoming
viable on a
large scale
?

Sustainable
vehicle fuel
and engine
systems, that
meet the
needs of
society,
industry and
the
environment

Centre for Technology Management

Faraday Partnership technology roadmapping


Aims:
To develop a first-cut technology roadmap for Faraday Partnership,
bringing together industrial and research communities
To collect, structure and share knowledge about recent and future
developments in markets and technology, together with requirements
and capabilities of future applications
To identify key emerging strategic issues, research challenges,
and way forward

Centre for Technology Management

Faraday Partnership technology roadmapping approach


Architecture
Now

Past

Trends &
drivers

Process

Plans

Future

1a) Map trends & drivers


1b) Map technology

1a

2a

2a
3

Applications
2b
Technology

1b

Vision

2b

2a) Application needs


2b) Application capabilities
3) Applications
- Map
- Research challenges
- Skills
- Way forward

Centre for Technology Management

Faraday Partnership technology roadmap process


Phase 1

Phase 2
Potential TRM modes

Detailed TRM
Summary TRM
Planning

1 day
Workshop
(knowledge
mapping &
strategic
review)

Review
meeting

Strategic TRM
Thematic TRM
Template TRM
Project TRM

Co-ordination, facilitation, data collection, analysis and structuring of information

Roll-out

Centre for Technology Management

Software for technology roadmapping


Software supports the roadmapping process, in terms of data storage
Integration and communication, particularly as the process matures
A number of systems are used:
MS PowerPoint or other graphics software
MS Project or other Gantt software
MS Excel or other spreadsheet software
US Office of Naval Research Graphical Modelling System (GMS) - free!
- http://www.onr.navy.mil/gms/gms.asp
The Learning Trust Geneva Vision Strategist - enterprise solution (Motorola)
- http://www.learningtrust.com

Centre for Technology Management

Useful references
Willyard and McClees (1987), Motorola's Technology Roadmap process, Research Management, Vol 30, No 5, pp13-19
EIRMA (1997) Technology Roadmapping - delivering business vision, Working Group Report No 52
Groenveld (1997) Roadmapping integrates business and technology, Research Technology Management, Vol 40, No. 5, pp. 48-55
Kostoff, R.N. (1997), Science and Technology Roadmaps, Defense Technical Information Center,
http://www.dtic.mil/dtic/kostoff/index.html
Garcia & Bray (1997) Fundamentals of technology roadmapping, Sandia National Lab, http://www.sandia/gov SAND97-0665
Schaller(1999) master roadmap bibliography: http://mason.gmu.edu/~rschalle/master.html
Kappel (2001) Perspectives on roadmaps: how organizations talk about the future, Journal of Product Innovation Management,
Vol 18, pp39-50
Research Technology Management - special edition on technology roadmapping, Vol 42, No. 2, March 2003 (5 papers, including
Domino Printing Sciences, Lucent Technologies, Roche and Rockwell Automation experience)
OEM Roadmaps - lots of links to (mainly) sector roadmaps: http://www.oemroadmaps.com
US Department of Energy guide to applying science and technology roadmapping in environmental management (Draft), DoE-EM50,
July 2000, http://emi-web.inel.gov/roadmap/links.html
Australian guide to developing technology roadmaps - technology planning for business competitiveness, August 2001:
http://industry.gov.au/library/content_library/ 13_technology_road_mapping.pdf
Industry Canada - Technology roadmapping - a strategy for success, including a guide for government employees:
http://strategis.ic.gc.ca/epic/internet/intrm-crt.nsf/vwGeneratedInterE/Home

Centre for Technology Management

T-Plan fast-start approach

Centre for Technology Management

Roadmapping challenges
50

Response (%)

45
40
35
30
25
20
15
10
5
0
Starting up
the TRM
process

Developing a
robust TRM
process

Roll-out of
the TRM
process

Keeping the
TRM process
'alive' on an
ongoing
basis

Other

Source: CTM survey, 1999

Centre for Technology Management

T-Plan aims
To support the start-up of company-specific TRM processes
To establish key linkages between technology resources and
business drivers
To identify important gaps in market, product and technology
intelligence
To develop a first-cut technology roadmap
To support technology strategy and planning initiatives in the firm
To support communication between technical and commercial
functions
http://www-mmd.eng.cam.ac.uk/ctm/pubs/TPlan/index.htm

Centre for Technology Management

T-Plan Applications
Sector / product

Aims

Industrial coding (x3)


Postal services (x10)
Security / access systems
Labelling software
Surface coatings
Medical packaging (x2)
Automotive sub-systems
Power transmission
Railway infrastructure (x3)
National infrastructure
Building controls
Road transport
Technical consulting (x6)
Automotive / Aerospace
Academic (x2)
Biochemicals
Satellite navigation
Food processing
Pneumatic systems
Emerging technologies
Automotive
Retail (x2)
Construction

Product planning
Integration of R&D into business; business planning
Product planning
Product planning
New product development process
Business reconfiguration
Service development & planning
Business opportunities of new technology
Capital investment planning and technology insertion
Research programme planning
New product / service opportunity; business reconfiguration
Defining the national research agenda for the sector
New product / service development, strategy
Corporate co-operation and synergy
Strategic planning
Research priorities / network development
Research priorities / network development
Research priorities / network development
Innovation strategy
Research priorities
Innovation opportunities
Business and product strategy
Global production strategy

Centre for Technology Management

Fast-start TRM process


Standard and Customised process
Roadmapping
Standard process

Planning

Integrated
product-technology
strategic planning

Roll-out
Customised process
General strategic
planning

Centre for Technology Management

Standard T-Plan process


Procedure: 4 half-day workshops
Workshop 1
Market
Performance
dimensions
Market / business
drivers
Prioritisation
SWOT
Gaps
Setting up
the process

Workshop 2
Product
Product feature
concepts
Grouping
Impact ranking
Product strategy
Gaps

Workshop 3
Technology

Workshop 4
Roadmapping

Technology
solutions
Grouping
Impact ranking
Gaps

Linking
technology
resources to
future market
opportunities
Gaps

Managing the process

Following on
from the process

Centre for Technology Management

Roadmap input data & structure development


Technology
Roadmap

Technology solutions

Technology /
Resources

Product features

Analysis
Grids

Product features

Business / Market drivers

Business /
Market
Product /
Service /
Production

time

Centre for Technology Management

Example Market-Product grid (Softco)


Market

Softco
Ranking:
2
4

6
7

5
7

10

=1

= -1

Cell scores x Driver priority


Normalised: max score = 10

8.3

4.9

4. Services

5.0

4.1

3.8

5. Data management

10.0

10.0

3.0

6. Labelling

9.6

9.9

9.5

5.9

5.8

2.5

8. Flexible implementation

6.8

7.5

10.0

9. Softco requirements

0.7

0.8

2.7

10. User friendly

3.2

4.2

5.2

7. Global solution

C. Time to market

8.7

3. Compliance

B. No. 1

1.1

A. Reusability

4.2

8. Future proof

4.7

7. Connectivity

2. Validated software

6. Ease of use

4.5

5. Leading edge

4.8

4. Globalisation

5.5

3. Cost of trial

1. Security

Product
Feature
Concepts

2. Integrity of trial

Softco

1
8

CRO

6
2

Major
Pharmaceutical

7
10

1 year after release

10
10

E. Improving bottom line

Market /
Business
Drivers

9
9

D. Motivation of staff

Major Pharmaceutical:
CRO:

1. Time to market of drug

Prioritisation:
(scale of 10)

**

* 1 for difficulty, 2 for size ** Payback later

Centre for Technology Management

0.7
0.8
2.7

3.2
4.2
5.2

Ranking:
=1

= -1

Cell scores x Driver priority


Normalised: max score = 10

CRO

Softco

6.8
7.5
10.0

Major
Pharmaceutical

5.9
5.8
2.5

10. User friendly

9.6
9.9
9.5

9. Softco requirements

10.0
10.0
3.0

8. Flexible implementation

5.0
4.1
3.8

6. Labelling

Technology
Areas

1. Security

Product
Feature
Concepts

8.7
8.3
4.9

5. Data management

*
4.7
4.2
1.1

4. Services

*
5.5
4.8
4.5

3. Compliance

Major Pharmaceutical:
CRO:
Sofco

2. Validated software

Prioritisation:
- from Grid 1
(scale of 10)

7. Global solution

Example Product-Technology grid (Softco)

1. Alliances

7.8

7.6

7.2

2. System architecture

10.0

10.0

10.0

3. Design

7.1

7.2

7.1

4. Soft technologies

6.9

6.8

6.5

5. Output technologies

6.4

6.4

6.3

6. Securing technologies

8.6

8.4

7.6

8.3

8.2

7.5

7. Core technologies (re-use)

**
* must have
** -ve re-use past, + re-use future

Centre for Technology Management

Example first-cut technology roadmap (Softco)

Year 0

Market /
Business
1. Security

Year 1

Phase 1
Competitor
threat
Time out
security levels

User
rights

Digitally
signed labels TA6

Phase 4

Phase 5 Year 3

Version 1
release Price: 10
-15K/seat

Competitor
threat? Market
launch

Legislation?

Phase 3 Year 2

Phase 2

Audit
trail

Digital signatured
audit trail TA6

Watermarked
forms & reports

Product Features

TA5 TA6

2.Validated
Software
Protocol
Randomised
design module design package

3. Compliance

Validated protocol
design module

Multi-language
database

TA7

6. Labelling

Labelling
Printer
XML data
libraries independent format
TA2

7. Global
Solution

TA2

Software
protection

User
documentation

2. Sys. Arch.
3. Design
4. Soft Tech.
5. Output Tech.

Legal
expertise

User-docs Far East TA1


XML data
WAP
language
import / export (Far East)
TA1
modules for UI
Multiple
Internet
platform
compatible
support

Web
enabled

Database partners
(harmonised phrases
& legislation)

CH / JAVA / CORBA
component architecture
Platform inde- Modular design
A
UML / OOD
spec. pendent design
Develop
Validatable Build
Dev.
Mngmnt
Test
eChem
sales
Team
team GNP procedures from
plan
tech.
model
(FDA)
source
stability leader
Report
generation

Protocol
design wizards
Enhanced
network of
contacts

Appoint
distributors
outside UK

On-line
tutorials
ERP
link
TCP / IP
CGI / ISAPI

ISO 9000
TickIT

Internet
updates

24 hour
support

Enhanced
development
team stability

Enhanced
report generation
Write once
technology

6. Securing Tech.

Scanning &
storage of
hand-written forms

Rapid &
Pipe ++

7. Core Tech.

Other
Resources

TA1

TA2

10. User
Friendly
Network of
contacts

Global
support

Label set
libraries

Windows
platform
TA2
support

Customisable

Domain expert
partner

Other bar- TA7


code types

Inter-site User-docs EU lang Email


security (EU lang) modules notifications
TA1 for UI

UNICODE

8. Flexible
Implementation

1. Alliances

Label
design
module

User group
& conference

Graphic
User formatrepresentation
ting tool
of R&S phrases for forms

Billing &
inventory
management

Statistical
analysis

Secure
archiving

Windows
Code 39 & 128 Blinded
printers:
PDF 417
labels
PS / PCLS / PDF
barcodes TA7

Enhanced
randomisation

Upgrade path
for existing
users

Multi-level
training

9. Company
Requirements

Technology Areas

Advanced
automation

Form TA5
printing

4. Services
5. Data
Management

Validated
Ver. 330

Validated
Ver. 2

Validated
Ver. 1

Database
escrow TA6
Biometric
passwords

Raise
x million

Recruitment
software &
management

New
building

TAx = link to Technology


Area x

Centre for Technology Management

Group activity the bicycle of the future

Centre for Technology Management

Biko: Introduction
Biko, a small traditional but well regarded bicycle manufacturer
has just been taken over by a large sports equipment and
clothing manufacturer, Sportco
The new owner has requested a technology roadmap outlining
how Biko proposes to develop its market offering over the next
10 years, and if convinced by their business case is willing to
make significant investment
A preliminary market review and SWOT analysis have resulted
in two areas of potential interest being identified:
1. Power assisted bicycles
2. High performance lifestyle bicycles

Centre for Technology Management

Biko: Instructions
Read handout & follow step-by-step guidance
Step 1: Market & Business
Step 2: Product & Service
Step 3: Technology

Technology

Product

Drivers
Now

Business Market
(Internal) (external)

Centre for Technology Management

Resources /
Other

+2y
+5y

Time
+ 10 y

Centre for Technology Management

Feedback
What lessons have been learnt about roadmapping?
How would you take it forward from here?

Centre for Technology Management

Discussion - getting started

Centre for Technology Management

Planning
(customisation checklist)
Context: scope, focus, aims and resources
Roadmap architecture
Process
Participants

Standard process:
- Follow the guide
Customised process:
- Creative and collaborative
design activity

Workshop scheduling
Integration: systems, processes & information
Preparatory work

Centre for Technology Management

Roadmapping design: an iterative collaborative process


Focus, scope, aims
Plan

Business need
Domain
knowledge

dialogue
Business
owner

Architecture

TRM process
owner

Process

Centre for Technology Management

Implementing roadmapping
Individual planning & discussion
See planning sheet:
Objectives, scope, stakeholders, architecture, process,
information sources, key issues, next steps

Individually (or with colleagues) work through planning sheet


- 10 minutes
Pull out key points for discussion

Centre for Technology Management

Roadmapping success factors


Response (%)

10

20

30

40

50

60

70

80

Clear business need


Desire to develop effective business processes
Company culture & politics supported
participation / progress
Right people / functions were involved
Commitment from senior management
Required data / information / knowledge available
Timing of initiative was appropriate
Clear and effective process for developing TRM
Effective tools / techniques / methods
Effective facilitation / training
Other

Source: CTM survey, 1999

Centre for Technology Management

Communication roadmaps
What is the message?
Who are you communicating to?
Information representation / graphic design challenge,
drawing on detailed TRM focus on the story and
big picture

Centre for Technology Management

Conclusions
Benefits of roadmapping:
A focus for integrated strategic planning
Can be applied in a wide range of contexts
Supports communication and network development

Challenges of roadmapping:
Not a magic bullet - initially more questions than answers likely
Maintaining the process - the real benefit lies in its ongoing use
The process and roadmap typically need to be customised

Centre for Technology Management

Review
Has the workshop met your expectations?
Will you give roadmapping a try?
Any questions?
Further support:
Contact us: Rob Phaal at rp108@eng.cam.ac.uk
TRM User Group: http://www-mmd.eng.cam.ac.uk/ctm/trmug.htm

Centre for Technology Management

Close

Centre for Technology Management

Example Biko output

Product

Style
Comfort

+2y

New owner
- Investment

Demonstrator

Designer look
Ergonomic
design

Technology

On-line design
Customised frame

Direct drive

design Materials /
mechanics

Chip-on-bike

Networked
factory

Automatic

mass customisation

Ergonomics
CADCAM

Visualisation
Security

Communications

Alliances: gear / drive; styling; electronics


Skills

Capital

Branding & promotion

+ 10 y

2nd Generation
Design your own bike

Moulded
seat

Networked
business

Time

Legislation: VAT off bikes; cycle paths, etc.

New Range

Expand range

Electronics
Resources
/ Other

Competition

Trends: leisure, health, disposable income

Technical
Internet

+5y

Sportco

500-1000

Super-bike

Business Market
(Int.)
(Ext.)

Drivers

Now

Technology Roadmapping
Two-Step Method

WUT - Spring, 2007

Technology Roadmapping

Technology roadmaps are quite useful for tying all the elements
of strategic technology planning together

New
Concept
Ideation

Technology
Roadmapping
Voice
of the
Customer

Stage Gate
Technology
Development
and Review
WUT - Spring, 2007

Intellectual
Property
Generation

Technology Roadmapping

Here, we illustrate a two-step roadmapping process

Step 1: Strategic Areas of Focus Roadmap


Step 2: Technology Roadmap

WUT - Spring, 2007

Technology Roadmapping

Example: Acme Trap Company Market Segmentation


Acme Trap Company makes two kinds of animal traps
(two fields of use):
Small animal traps (rats, mice),
Large animal traps (squirrels, foxes).
These traps operate in two general ways (two applications):
Kill traps
Live traps
Heres Acmes business 

Acme Trap
Co.

Large
Animal

Small
Animal

Kill Traps

Fur hunters

Households,
food industry

Live traps

Zoos,
naturalists

No channels
to market

Acme views this as:

Strategic
Areas of
Focus
WUT - Spring, 2007

Technology Roadmapping

Step 1: Strategic Areas of Focus Roadmap - Example


Strategic Areas of Focus Pri.

2005
Q1

Q2

Q3

Small Animal Kill Traps

Useable Baits

5 Baits 10 Baits
Strategic

Kill Probability

90%

Release Force

1 Nt.

Set Force

.8 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

Etc
Large Animal Kill Traps

Etc

WUT - Spring, 2007

Q4

2006
Q1

Q2

Q3

Q4

Areas of Focus
are primary growth
areas 95%
Identified by common
.75 Nt.
application/function
.5 Nt.
50 Act.
20 Ft.

Note: Essential to explicitly tie


Technology Roadmap to primary
growth areas. No value in
roadmapping dying markets!!

Technology Roadmapping

Step 1: Strategic Areas of Focus Roadmap


Strategic Areas of Focus Pri.

2005
Q1

Q2

Q3

Q4

2006
Q1

Small Animal Kill Traps

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

Large Animal Kill Traps

WUT - Spring, 2007

Q2

Q3

Q4

95%

50 Act.
Note: Essential to
explicitly
20 Ft.to
tie Technology Roadmap
customer needs.

Directly from WHATs


on V-O-C QFD Matrix
Technology Roadmapping

QFD for Small Kill Traps:

QFD for
Small
Animal
Kill Traps
These go directly to SAF
portion of Technology
Roadmap

WUT - Spring, 2007

Technology Roadmapping

Step 1: Strategic Areas of Focus Roadmap


Pri.
2005
Strategic Areas of Add
Focustargets
Q1
Small Animal Kill Traps

Q2

Q3

Q4

2006
Q1

Q2

Q3

Q4

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

95%

50 Act.
20 Ft.

Duration
3
impacted by
QFD Technical
Difficulty

Large Animal Kill Traps

WUT - Spring, 2007

Technology Roadmapping

QFD for Small Kill Traps:

QFD for
Small
Animal
Kill Traps
These go to SAF portion
of Technology Roadmap

WUT - Spring, 2007

Technology Roadmapping

Step 1: Strategic Areas of Focus Roadmap


Strategic Areas of Focus Pri.
Small Animal Kill Traps

2005
Q1

Q2

Q3

Q4

2006
Q1

End dates and


target
values
Q2
Q3
Q4
impacted by
Ideation

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

Large Animal Kill Traps

WUT - Spring, 2007

Technology Roadmapping

95%

50 Act.
20 Ft.

10

QFD for Small Kill Traps:

QFD for
Small
Animal
Kill Traps
Where we need
Ideation session:
High Importance
and High Technical
Difficulty

WUT - Spring, 2007

Technology Roadmapping

11

High-Level View of Ideation Process


From
Technology
Roadmap

1. Planning
2. Preparation
3. Ideation Event

4. Post-Processing

Project Proposals
Stage Gate Processes
WUT - Spring, 2007

Technology Roadmapping

12

Use priorities to
Step 1: Strategic Areas of Focusdevelop
Roadmap
IP Generation strategy
Strategic Areas of Focus Pri.
Small Animal Kill Traps

2005
Q1

Q2

Q3

Q4

2006
Q1

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

Am
Large Animal
KillI Traps

WUT - Spring, 2007

Q3

Q4

Useable Baits

developing
IP in these
areas?!

Q2

95%

Makes the list


of patents
shorter

50 Act.
20 Ft.

Makes the list


of patents
longer
Technology Roadmapping

13

This is what
Step 1: Strategic Areas of Focus Roadmap
Strategic Areas of Focus Pri.

2005
Q1

we need
to do
2006

Q2

Small Animal Kill Traps

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

Set Force

.8 Nt.

Trap MTBF

30 Act.

Luring radius

10 Ft.

Small Animal Live Traps

3
OK! What next?!

Large Animal Kill Traps

WUT - Spring, 2007

Q3

Q4

95%

Q1

Q2

Q3

Q4

But we can
.75
notNt.do this
.5today
Nt.
50 Act.
20 Ft.

So how
will we
do this?!

Technology Roadmapping

14

Here, we use a two-step process

Step 1: Strategic Areas of Focus Roadmap


Step 2: Technology Roadmap

WUT - Spring, 2007

Technology Roadmapping

15

Functional Description
To create our technology roadmap, we start by identifying
functions common to all of our products/systems.
Many physical (non-software) systems can be described in terms
of these common functions:

Actuator

Sensor

Control

Power Source

User Interface

So, how does this apply to Acme traps?


WUT - Spring, 2007

Technology Roadmapping

16

We are going to map technologies by common functions.


So for this example, we need to identify functions that are common
to all types of traps covered in our SAF roadmap.
Control
Power Source
User Interface

Actuator
Sensor

WUT - Spring, 2007

Technology Roadmapping

17

Step 2: Technology Roadmap - Example

Technology
Power Source

Pri.

2005
Q1

Q2

Q3

Q4

2006
Q1

Q2

Q3

Q4

Group Technology Roadmap


subjects by functions
From previous diagram.
Sensor

Etc
Control

Etc

WUT - Spring, 2007

Technology Roadmapping

18

Step 2: Technology Roadmap - Example

Technology

Pri.

Power Source

Q3

Q4

Q2

Q3

Q4

1
2

Large animal live traps

3
4

Sensing

Control

Q2

2006
Q1

Small animal kill traps

Etc

2005
Q1

Strategic Areas of Focus


are sub-groups in
Technology Roadmap

Sub-Group roadmap functions


by Strategic
Areas of Focus
3

Etc

WUT - Spring, 2007

Technology Roadmapping

19

Step 2: Technology Roadmap - Example

Technology

Pri.

Power Source
Small animal kill traps

Large animal live traps

Q2

Q3

Q4

2006
Q1

Q2

Q3

Q4

1
1

Dynamic modelling of spring structure

Composite spring

Solar-power generation and storage

4
Sensing

2005
Q1

Motor-driven actuation

Etc
Control

Etc

Show projects associated


with each function and
Strategic Area of Focus

WUT - Spring, 2007

Technology Roadmapping

Note: Technology
Roadmaps are not
Product Roadmaps!
20

This approach
explicitly
links technology
Step 2: Technology
Roadmap
- Example

development projects to strategic growth targets.

Technology

The object is to show the impact of NOT doing a


Pri. 2005
2006
project!
Q1

Power Source
Small animal kill traps

Large animal live traps

Q2

Q3

Q4

Q1

Q2

Q3

Q4

1
1

Dynamic modelling of actuator mechanisms

Composite spring

Solar-power generation and storage

4
Sensing

Control

Motor-driven actuation

Grouping by function also explicitly


shows potential synergies among
technology development projects.

WUT - Spring, 2007

Technology Roadmapping

21

Step 2: Technology Roadmap - Example

Technology
Power Source
Small animal kill traps

Large animal live traps

Pri.

Q2

Q3

Q4

2006
Q1

Q2

Q3

Q4

1
1

Dynamic modelling of actuator mechanisms

Composite spring

Solar-power generation and storage

4
Sensing

Attraction

WUT - Spring, 2007

2005
Q1

Motor-driven actuation

OK, but where do these


priorities and dates
come from?

Technology Roadmapping

22

Step 1: Strategic Areas of Focus Roadmap


Strategic Areas of Focus Pri.

2005
Q1

Q2

Q3

Q4

2006
Q1

Small Animal Kill Traps

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

10 Ft.

This drives the


Luring
TRradius
priority
Small Animal Live Traps

Large Animal Kill Traps

WUT - Spring, 2007

Q2

Q3

Q4

This drives the


TR date
95%

50 Act.
20 Ft.

We are doing Composite Spring project


3
on TR to achieve this
Kill Probability on the SAF Roadmap.

Technology Roadmapping

23

Step 2: Technology Roadmap

Technology
Power Source
Small varmint kill traps

Large varmint live traps

Pri.

Control

WUT - Spring, 2007

Q2

Q3

Q3

Q4

1
1

Dynamic modelling of actuator mechanisms

Composite spring

Solar-power generation and storage

4
Sensing

2005
Q1

Input to
IP Generation:
Where 2006
do we
Q4
Q1
need
IP? Q2

Motor-driven actuation

Projects:
Output from
Ideation

Technology Roadmapping

24

High-Level View of Ideation Process

1. Planning
2. Preparation
3. Ideation Event

4. Post-Processing

To
Technology
Roadmap

Project Proposals
Stage Gate Processes
WUT - Spring, 2007

Technology Roadmapping

25

So What?!
What do I actually use the Strategic Areas of Focus
Roadmap and Technology Roadmap for?
You use them for:

Technology Gap Analysis


- Can I get there from here?

Technology Project Portfolio Rationalization


- Do I actually need to go there?

Start by laying the roadmaps down side-by-side

WUT - Spring, 2007

Technology Roadmapping

26

Strategic Areas of Focus Pri.

2005
Q1

Q2

Q3

2006
Q1

Q4

Q2

Small Varmint Kill Traps

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

5 30 Act.
This is pretty
Luring radius
6 10 Ft.
important
Trap MTBF

Small Varmint Live Traps

Pri.

Large varmint live traps

WUT - Spring, 2007

20 Ft.

2005
Q1

Q2

Q3

Q4

2006
Q1

Q2

Q3

Q4

Small varmint kill traps

What do I need
Attraction
to work on?

How we
will do it

50 Act.

can we
do this?

Actuation

Sensing

What we
must do.

95%

Gap Analysis:

Q4

No!!

Technology
Large Varmint Kill Traps

Q3

Dynamic modelling of actuator mechanisms

Composite spring

Solar-power generation and storage

Motor-driven actuation

2 we have a
But
project to do this.
3

Technology Roadmapping

27

Technology

Pri.

Actuation

2005
Q1

Q2

Q3

Q2

Q3

Small varmint kill traps

Large varmint live traps

Dynamic modelling of actuator mechanisms

Composite spring

Solar-power generation and storage

4
Sensing

Your
Boss: Why
Q4
are you working
on this?!

Motor-driven actuation

Strategic Areas of Focus Pri.


Attraction

Q4

2006
Q1

2005
Q1

Q2

Q3

Q4

2006
Q1

Small Varmint Kill Traps

Useable Baits

5 Baits 10 Baits

Kill Probability

90%

Release Force

1 Nt.

.75 Nt.

Set Force

.8 Nt.

.5 Nt.

Trap MTBF

30 Act.

10 Ft.

Project Portfolio
Luring radius
Rationalization:
Small Varmint Live Traps
Large Varmint Kill Traps
Why am I working
on this?

WUT - Spring, 2007

Q2

Q3

Q4

95%

50 Act.
You: Because this
is
essential to meeting 20 Ft.
your growth target on
schedule.

Technology Roadmapping

28

Technology Roadmapping - As a Two-Step Process:


Promised
1. Strategic Areas of Focus:
growth areas
Primary growth areas,
No value in roadmapping stagnant/declining areas.
- Grouped by market segments,
Likely to have common technologies.
- With performance targets, priority, and time scale.
What, when, how important.
- Derived from QFD matrix.
What we need to keep
growth promises
2. Technology Roadmap:
- Common technologies required to achieve growth,
- Plotted as stage gate technology development projects.
- Plotted by functions, not products!
- With project start/end dates tied to Strategic Areas of Focus.
WUT - Spring, 2007

Technology Roadmapping

29

Technology Roadmapping Process:


Purpose

Define and communicate technology directions, associated


opportunities, and resource requirements to all stakeholders (what,
why, how).

Explicitly highlight technology gaps (cant get there from here).

This is project portfolio rationalization.

This is the gap analysis.

Create a mindset and provide structure for conceptualizing and


capturing a technology vision for the future (means as an end).

This is a key cultural issue that supports stage gate process and
stimulates ideation.

WUT - Spring, 2007

Technology Roadmapping

30

Technology Roadmapping Process:


Desired Strengths

Forces clear understanding and articulation of direction (no hand


waving).

Core technologies, projects, and linkages are all explicitly


documented.

Provides convenient portal/linkages to lower planning levels


(projects).

Hyperlinks allow navigation through complex relationships.

WUT - Spring, 2007

Technology Roadmapping

31

Technology Roadmapping Process:


Potential Weaknesses

Easy to roadmap what we know, hard to roadmap unknown routes,

Can induce tunnel vision - is this where customers want to go?

We need a means of surveying unknown territories.

We need a means of incorporating the voice-of-the-customer.

Just a map - no built-in mechanism for driving to the end: New


technology transferred into new products.

We need a means to follow the map and keep us on course.

WUT - Spring, 2007

Technology Roadmapping

32

Notes:
Strategic Areas of Focus Roadmaps and Technology Roadmaps should
also be used at:

V-O-C discussions to control customer expectations (SAF only!).


- What are we working on?
- What are we not working on?

IP strategy and patent review meetings to direct disposition on IP.


- Why are we patenting this?
- Where is the patent for this?

Ideation sessions to frame context for topics.


- What are we ideating on?
- Why?

Stage gate review meetings to justify recommendations.


- If its not on the roadmap, then why should we do it?
- If it is on the roadmap, how can we kill it?
WUT - Spring, 2007

Technology Roadmapping

33

Technology Road Map


as
a
s a STI
STI Policy
Policy and
and R&D
R&D Priority
Priority Setting
Setting Tool
Tool

2014.8

Byeongwon Park
Sccience
ience and
and T
Te
ecchnology
hnology Po
olliicy
cy I n
nstitute,
stitute, R
Rep.
ep. K
Korea
orea

[1st Day]

- Basic concept of Technology Roadmapping


- TRM exercise : phase 1

Topic

Morning

1. Basic concept of Technology Roadmapping


- Introduction to TRM as a Technology Foresight Tool
- KoreaUs Experience in Technology Foresight and TRM
- Technology Roadmapping Process

Lecture

Afternoon

2 . TRM exercise : Phase 1


- Vision Building
- Environmental Analysis : Key Driver

Exercise

Content

[2nd Day]

Topic

TRM exercise : phase 2 & 3

Morning

3. TRM exercise : Phase 2


- Strategic Product Idea
- Functionality for a strategic product
- detailed functionality and alternative solutions
Exercise

Content

Afternoon

4. TRM exercise : phase 3


- Identification of Technology Alternative
- Key Technology and R&D target
- Technology Roadmap

B. Martin (1995):- Research foresight is the process involve


d in systematically attempting to look into the longer-term fut
ure of science, technology, the economy and society with the
aim of identifying the areas of strategic research and the
emerging generic technologies likely to yield the greatest ec
onomic and social benefits
L. Georghiou (1996):- Technology foresight is a systematic
means of assessing those scientific and technological develo
pments which could have a strong impact on industrial comp
etitiveness, wealth creation and quality of life
Foresight Handbook(2002): Systematic, participatory
process, involving gathering intelligence and building
visions for the medium-to-long-term future and aimed at
informing present-day decisions and mobilizing joint
actions

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(ref: Allan Dahl Andersen et al. 2013)

"

Vision
Management Strategy

Strategy Domain
What-Business/Product

Technology
Strategy
Who-Market

How-Technology

(ref : Tassey, 2004)

Environmental
Analysis

Business
Needs

Capabilities
Focused
Scenarios of
the Future

Team
Formation

Charter

Technology
Alternatives

Technology
Assessment

Technology
Strategy
Roadmaps
(Strategy)

Action Plans

Threats and
Opportunities

Competitive
Intelligence

Ref: SRIC-BI

Example Tools:
Technology
Intelligence

Capabilities

Scenarios
Technology
Assessment
Scenario A

Scenario B

Technology
Roadmaps
Technologies

Single Point
Forecast

Scenario C
Scenario D

Envelope of Uncertainty

Products/
Markets

Ref: SRIC-BI

9
9

Technology Roadmap (TRM) is a document that:


Identifies critical and supporting technologies for a broa
d family of core products over a medium to long period
(5-10 or more years)
Describes in broad terms the sequences of component
technologies, technology developments, and competen
cies needed for the key performance parameters of fu
nctionalities of the product family to improve over time

10

2004.9

airport

2014.8

54 min
49 min
37 min

Hotel

11

Place A
or, now

Roadmaps are used by travelers to decide among alternative


routes toward a physical destination

spot B
or, desirable
future
12

Vision
f
uf

fuf f rfrff ff

f
nsof

M1

Market

M2

P2

P1

Product

P3
P4

T1

f
ns of

T2

Technology
T3

R&D
programmes

RD 1

Resources

RD 2

T4
RD 4

RD 3

RD 6
f

RD 5

nsof

Capital investment / finance


Supply chain
Staff / skills
Time

From Phaal, Univ. Cambridge

nsof
13

Industry TRMs - used initially to assess and extrapolate the


direction of market driven requirements within an area of technology,
and later to identify R&D strategies to meet those requirements;
Science and technology TRMs used to select from among
emerging technologies;
Product TRMs - used by companies to identify the technical
processes, and accompanying risks and opportunities, associated
with the development of a specific product or service; and
Program TRMs - used by government and private-sector
organizations to evaluate how emerging issues might affect the
strategic direction of a long term program
Strategic Roadmaps used for high level strategy and policy
alternatives in STI (no explicit technology alternatives)

14

Case : Motorola Roadmap (1987)


- summary of product plans and technology forecast
Year
Tuning
Selectivity

1982

Display

1984

Push button

1985

1987

LEDs

Maps
1u CMOS

Liquid crystal

Fluorescence

Single wire

Glass fibre

Tech.
ch. Forecast
F recast
Digital modulation

500 kHz bandwidth

RECEIVER 1

RECEIVER 2

RECEIVER 3

Stereo

Plus:

Plus:

Scan

Personal
paging

Seek

Product Plan

1990

Voice actuated

Data

3u CMOS

Vehicular LAN

PRODUCTS

1989

Digital signal processors

Paging
5u CMOS

1988

Touch pad - Synthesizers

SAWs

Stereo
Linear

1986

Push button - Synthesizers

Ceramic resonators

Subcarrier function
tion
IC technology

1983

NEXT GENERATION

FUTURE GENERATION
N

Plus:

A NEW SERVICE

Stock market
Road information
Remote
amplifie
amplifiers
Remote controls

Super Hi Fi
Local maps

Source: Willyard & McClees, 1987

1991

- [Timeframe] fifteen-year assessment of the semiconductor industrys future technology requirements


cost-effective
effective advancements in the performance of the integrated circuit and the pro
products continuing the health and success of this industry.
- [Objective] cost

Sponsorship : 5 leading chip manufacturing regions)

Modeling and Simulation Technology Requirements: Capabilities

Richard Albright The Albright Strategy Group

18

19

Technology Roadmapping

Strategic planning process


a learning process
a consensus building process
(help to align and communicate the
business need)

Technology Roadmap
(TRM)

Graphical outputs of the


roadmapping process
groups view of how to get where
they want to go, in order to achieve
their desired objectives

- Need to understand its


relationship with other
business process such as
strategic Planning etc.
- Should Integrate with and
support these processes

20

a vision of the industry at a set time in the future;


what new types of products or services markets will require;
the enabling technologies to create those products;
the feasibility of creating the needed technologies;
the technological alternatives for achieving the needed
technologies;
how to address these technology needs through R&D;
the skills required to properly use the proposed technologies;
and
the educational programs necessary to acquire the required
skills.
21

Helps an industry predict the markets future technology


and product needs;
Defines the "road" that industry must take to compete
successfully in tomorrows markets;

Guides technology R&D decisions;


Increases collaboration, shared knowledge and new
partnerships;
Reduces the risk of costly investment in technology;
Helps the industry seize future marketing opportunities.

22

Boundary
of TRM ?

broad
Market Information

Product-Market Analysis
Product-Technology
Options Evaluation

narrow
Roadmap
Creation

Defined
Target

Project
Proposals

Technology Assessment

Identification of Technology
Available/Feasible

23
23

STEEPV
STE
EEP
EE
EPV
EPV
(Social, Technological,
Economic, Environmental,
Political, Value& Norm)

Brainstorming

Porters
Cross Impact Analysis Five Forces

For ideation

Delphi/Expert Panel

Technology Intelligence
(Bibliometrics, Scanning)

Vision

For ideation & Prioritization

Trends/Driver

Scenario

Market
Business

Innovation
System
Structure
(taxonomy)
Scalable
(hierarchy)

Scenario A

Single Point
Forecast

Product
Service
System

Scenario C
Scenario D

Envelope of Uncertainty

Technology
Resources

Portfolio

Linking
grids

Scenario B

Familiarity

Valuation /
Balanced scorecard

Strategic
Importance

1. Introduction and background


Mission and vision
Project objectives, goals, and intended
results
Scope and boundary conditions of the
roadmapping effort
The current industry: its products,
customers, suppliers and manufacturing
processes
Market trends and projections
Relevant constraint (regulatory,
stakeholder, budget, etc.)

2. Technical needs and capabilities


Targeted products
Functional and performance requirements
Current science and technology
capabilities
Gaps and barriers
Development strategy and targets

3. Technology development
strategy
Evaluation and prioritization of
technologies
Recommended technologies

4. Skills development strategy


Evaluation of skills needs at present,
and for recommended technologies
Recommended skills and program
enhancements to affect those
changes

5. Decision points and schedule


Budget summary

6. Conclusion
Recommendations
Implement recommendations

7. Appendices
Roadmapping process
Participants
25

Koreas Experience
-National Technology Road Map

26

. Introduction
Motivation/Objective
History
Approach

. NTRM Organized by Five 2012 Visions


1. Building and Information-Knowledge-Intelligence Society
2. Aiming at Bio-Healthtopia
3. Advancing E2(Energy and Environment) Frontier
4. Upgrading the Value of Major Industries of Korea Today
5. Improving National Safety and Prestige

. Conclusions
Expected Impact

27

A3 w v| 3

28

To Meet the challenge of rapidly advancing S&T in 21st century


To Focus R&D on strategically chosen areas for optimal
utilization of limited R&D resources
To Promote coordination and synergy among industry, academi
and government in technology development

To Build the national technology roadmap to the need of nationa


strategy and economic growth toward 2012
To Follow top-down vision-driven approach to the identification
of key technologies

29

History
02. 4. 18: Reported to NSTC(National Science and Technology
Council) the plan for NTRM
02. 7. 22: Reported the results of the 1st phase NTRM to NSTC

02. 8. 21: Started 2nd phase NTRM with 800 scientists & engineers

02. 11. 8: Conducted public hearings

02. 11. 28: Reported the results of the 2nd phase NTRM to NSTC
30

f
Analysis of Industrial Need
5 visions
13 Directions
49 Strategic Product/Functions
99 Key Technologies

NTRM

v Incorporate existing TRMs into NTRM with necessary modifications


v Handle basic S&T separately from NTRM based on bottom-up approach
v NTRM include Macro Roadmaps for strategic product/functions and

detailed TRM for chosen key technologies


InterGovernment
Coordination
Taskforce

NSTC Office

Project Team

Vision I
Committe
e
TRM team A

31

KISTEP

NTRM Head Council

Vision II
Committe
e

TRM team B

Vision III
Committe
e

TRM team C

Vision IV
Committe
e

..

Vision V
Committe
e

TRM team N

A3age`3u3H3i|| 3

32

Five National S&T Visions 2012

33

Building an informationy
knowledge-intelligence society

Aiming at Bio-Healthtopia

Advancing the E2 Frontier

Upgrading the Value


of Major Industries of Korea Today

Improving National Safety and Prestige

1. Building an Information-Knowledge-Intelligence Societyf


Meeting a variety of human needs in all areas of life by
making IT service more intelligent, mobile, and user-friendly

Anytime, Anywhere,
Any-device Communication

Innovation in Contents &


Service

34

Ambient Intelligence

ff
f

f f
f f

ff
Optical Internet Technology
High-Speed Wireless Multimedia Technology
Mobile Multimedia Contents Technology
New Semiconductor Device Technology

Anytime,
Anywhere,
Any-device
Communication

Digital Convergence
Intelligent Computing

Intelligent Network Technology


High Density Storage Technology
Wire&Wireless Integration System Device Technology

Ubiquitous Network

Digital Signal Processing Technology

Mobile & Wearable IT


Device

Tera-bit Optical Communication Elements Technology


Digital Broadcasting Technology
E-marketplace Technology

InformationKnowledgeIntelligence
Society

Innovation in
Contents &
Service

Contents

Next Generation Information System Technology

E-Commerce

S/W Standard/Design/Reuse
E-Finance Technology

Business Service

Information Search DBMS Technology


Digital Information Design Technology
Information Security Technology

Knowledge/Information
Security
Intelligent Man-Machine
Interface

Ambient
Intelligence

Movie/Video/Digital Media Standardization


Digital Contents Authoring Technology

Intelligent Robot

Game Engine Technology

Intelligent Home Appliance

Cyber Communication Technology

Intelligent Building/Home
Intelligent Transport System
Intelligent Medical System

Culture Original Form Restore Technology


Art Intelligent Technology
MEMS Technology
Home Network Technology
Intelligent Home Appliance Technology
Display Technology

35

Bio-Diagnosis Technology

Portfolio Analysis of Strategic Products and Functions


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for success

Competitiveness of
domestic technology

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narrowband CDMA
modem

wideband CDMA modem

QAM,OFDM,Diversity,Turbo code

Power control, Smart antenna,


Interference, SDR

Technology

fHigh-speed packet modem


f

Fixed ATM/IP

Wireless IP core tech.


f
(QoS, Handoff, Resource management)

fNetwork
interworking(GW)

fDO/GPRS
f

Product

ff

IP-based RAN
with smart antenna

High-speed adaptive
RAN

Homogeneous network
Integration

ff

DO/DV/GPRS enhancements

Active core network

ff

ALL-IP core network

Adhoc, Bluetooth

ff PAN

fhigh-speed hot spot > 100 Mbps

2007
2002
2G cellular system
HMI/Hot Spot system
Cdma20001x EV system
Cdma20001x EV-DO/ EV-DV
W-CDMA system/ HSDPA

Importance

37

IP-based RAN

high
low

R&D strategy

2012

4G mobile comm.

basic research
international collaboration
applied research Outsourcing

2. Aiming at Bio-Healthtopia
Building a society with a high quality of life from meeting the
increased demand for high-quality therapeutic agents and timely
supply of new
diagnosis, prevention & therapy

New Drug
Discovery &
Development

38

Innovation in Disease
Treatment, Diagnosis
& Prevention

ff
f

New Drug
Discovery &
Development
Aiming
at
BioHealthtopia

f ff
f

Cardiovascular
Anticancer Agent
CNS
CN
Focused
Pulmonary
P
u
Area
Metabolism
Me
Immune System
Vaccines

Diagnostics

Innovation
in Disease
Treatment,
Diagnosis &
Prevention

Rehabilitation System
Medical Imaging System
Cell Therapy
Gene Therapy
Prognostic System

39

ff

High-Throughput Screening
Target Identification
Target Validation
Drug-Likeness Evaluation
Eva
Drug Candidates Optimizatio
Optimization
Mass Production
Formulation
Drug Delivery System
Safety & Efficacy Evalua
Evaluation
Clinical Studies
Lead discovery
Bio-Signal Analysis
Bio imaging
Bio-imaging
Bio Robotics
Bio-Robotics
Bio-chip
Bio
chip & Sens
Sensor
Biomaterials
Stem Cell
Gene Deliver
Delivery System
Physiological Function M
Monitoring
Bioinformatics
Application of Bio
Bioinformation

Portfolio Analysis of Strategic Products and Functions


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nx
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Anticancer
nxvwxf
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Economic
Impact

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3. Advancing E2(Environment and Energy) Frontier


Building a society that recycles and lives in harmony with nature and
making an efficient and stable energy supply & utilization system
corresponding to the international environment regulation

Pleasant and
Healthy Life

Supplying Efficient, Stable


and Clean Energy

41

ff
f

f ff
f

ff
Air-Pollution Reduction Tech.

Reduction of
Environment
al Pollution
Pleasant and
Healthy Life

Advancing
Energy/
Environment
Frontier

Recycling
System
Harmonizing
with
Environment
Management

of
Sustainable
Ecosystem

Supplying
Efficient,
Stable
and Clean
Energy

Efficient Use
of Energy
Acquisition of
Future Energy
Source and
High Value
Added Energy

Water Quality Management &


Sustainable Supply Tech.
Waste Reduction and Reuse Tech.
Clean Production Tech.
Environment-Friendly Material Tech.
Ecosystem, Soil Pollution,
Groundwater Restoration Tech.

Marine Pollution Assessment &


Reduction Tech.
Environmental Health Tech.
Small Cogeneration System Tech.
Energy Material Tech.
Energy Saving Process Tech.

Unused Energy Tech.


Bio-Energy Tech.
Hydrogen Energy Tech.
Smart Reactor Tech.
Solar Energy Tech.
Fuel Cell Tech.

42

Highly sustainable electric power


system

Portfolio Analysis of Strategic Products and Functions


Acquisition of Future
Energy Source
and High Value Energy

Very
High

High

Economic
Impact

Reduction of
Environmental Pollution

Middle

Recycling System
In Harmony
with Environment

High

Efficient Use
of Energy

Middle
Management of
Sustainable Ecosystem

Low

Potential
For success

Very
Low

Very Low

43

Low

Low

Middle

High

Very High

Strategic Importance

4. Upgrading the Value of Major Industries of Korea Today


To pursue sustainable economic growth through strengthening the
international competitiveness of the current main and infra industries

Transportation Vehicles
and Systems of the Futuref

Advancing residential
and social infrastructure

Next Generation Manufacturing


and Mechatronics

Building New Material and


Component Industries

44

ff
f

f ff
f

ff
New Automotive System Technologies (Hybrid,
Intelligent, Fuel Cell)

Transportation Vehicles
and Systems of the Future

New Automotive Systems

High Value Added & Advanced Ship Technologies

New Ocean Transportation Systems

Marine Plants & Equipment Technologies

New Railway Systems (Korean Type)

High Seed & Light Rail Transportation System


Technologies
Integrated Transporting System Technology

Integrated transporting System


Advancing residential
and social infrastructure

Upgrading
Current
Main
Industries

User-friendly advanced
construction
Sustainable natural resources and
effective development of national
land

Intelligent Transporting System


Human Friendly Multi-functional Construction Tech.
Building Life Extending Tech.
Sustainable Water Supply and Management tech.
Oceanic Clean Energy Development Tech.
National Land Expansion and Utilization Tech.
Intelligent Manufacturing
ManufacturingSystem
System Technology

Next Generation
Manufacturing
and Mechatronics

Next Generation Manufacturing System

Clean Manufacturing
ManufacturingSystem
System Technology
Intelligent Robot Technology

Advanced Precision Machining System

Ultra Precision Machining System Technology


Nano Machining Equipments & Process Technology

New Functional Information


Materials/Devices
Building New Material
and
Component Industries

Nano Materials
Highly Functional Metals/
Ceramics/ Polymers/ Textile

Next Generation Materials/ Devices Technology for


Semiconductors/ Telecommunications/ displays/Packaging
Nano Materials Technology
Highly Functional Technology
Highly Functional Ceramics Technology
Highly Functional Polymers Technology
High Performance Multi Functional Textile Technology

45

Portfolio Analysis of Strategic Products and Functions


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User-friendly
advanced
construction

f ff
f f

Economic
Impact

High

ff f
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Sustainable natural resources


and effective development of national land

Middle

Low
Potential
For success

f
f

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46

Strategic Importance

ff

5. Improving National Safety and Prestigef


To build up technological capability in aerospace
and to establish national strategy in food supply

Entering into the Aerospace Age

Food security and Preservation of


Natural Resources

47

ff
f

f ff
f

Development of
Satellite

Entering into
the Aerospace
Age

Improving
National
Strategy
and
Prestige

Development of
Launch Vehicle
Development of
UAV
Development of
Helicopter

ff

Satellite System Development


Satellite payload Technology
LEO Satellite Launch Vehicle
Liquid Rocket Engine
Unmanned Air Vehicle System
UAV auto-pilot technology
Helicopter System
Advanced Helicopter Subsystem
Technology
High Quality and yield Crops

Food Security and


Preservation of
Natural Resources

Establishment of
Food
Self-Sufficiency
Establishment of
Bio-resources
Self-sufficiency

BT- based Highly Profitable Agriculture


and Fisheries Products
Development, Processing and
Preservation of High functional Foods
Environmentally friendly Technology for
Marine Cultivation
Bio-resources Preservation and
Utilization Technology

48

ff
f

Establishment of
Food Self-Sufficiency

Development of
Satellite

Economic
Impact

High

Development of
Helicopter

Development of
UAV

Middle

Establishment of
Bio-resources Self-sufficiency f

Development of
Launch Vehicle

f
f
f f
49

Strategic Importance

ff

Low
Potential
For success

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50

| 3

Expected Impacts f
Enhance the national R&D investment with the optimal utilization
of limited R&D resources
Promote coordination and synergy among industry, academia,
and government in technology development

Present guidelines for the selection and evaluation of governmen


R&D programs
To be incorporated in National S&T Plan(2002-2006)
Play a benchmarking role of non-governmental sectors S&T plan

51

Implementation

Incorporated in the National S&T Grand Plan(2003-2007)


Widely used in government ministry, Institute, and university
Play a benchmarking role of non-governmental sectors S&T plan
Presented guidelines for the selection and evaluation of government R&D programs:
MOST(21C Frontier Program etc.)

52

53

54

55

56

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Describe the
desired future
when the vision
is achieved

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Goal
(Discrete/
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[Template] Environmental Analysis : Key Driver

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f
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60

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61

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62

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[Template] Functionality for a strategic product

66

[Template] detailed functionality and alternative solutions

67

[Template] Performance Indicator and Target

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[Template] Identification of Technology Alternative

Technology Alternatives [1/2]

Key Technology and R&D target [2/2]

f f

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69

[Template] Technology Alternatives [1/2]

70

[Template] Key Technology and R&D target [2/2]

71

Template

(Name : Strategic product) Technology Roadmap


present

Short term(+__ y)

Mid(+__ y)

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Long term(+ y)

Vision : :

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Many Thanks !!
Q&A

1.

Policy Advising through Analyzing Local & Global Industrial Policies


Promising Industries & Products Identification
Mid/Long-term Technology Acquisition Strategy Set-up
Investment Strategy Set-up Support through R&D Performance Analysis

Manpower Policy Set-up & Project Planning


Creative Engineering Education Innovation Support
SME s Manpower Support
Utilizing Industry-Academia Cooperation

Testing / Pilot Production Equipment Supply & Support


Overseas Technology Marketing Support for M&C SMEs
M&C Database Supply & Development Strategy Planning

Research Equipment for Original Industrial Technology


Total Management System & Mid/Long-term Roadmap
Industry-Academia-Research Network for shared-use Equipment

Bilateral/Multilateral International Joint R&D Support


Strategic Networking to Catalyze International Cooperation
Industrial Technology ODA aiming for co-prosperity

Technology Proliferation/Transfer Organization Support


National Technology Asset Utilization Support
Market-oriented Technology Financing Ecosystem Support

Regional Industry Policy Making


Region-specialized Industry Incubation by utilizing 18 Technoparks
City-Region Cooperation Zone Support

Policy Making re Mid-sized Enterprises Global Competitiveness


Globally Competitive Enterprises Support (eg. World Class 300 Project)
One-stop Service Provision through Global Cooperation Network

Innovation Planning

World Class 300

Regional Promotion

SME Incubation Center M&C Development Basic Plan

Creative & Convergence Concert

Industrial Technology Week

Manpower Policy

Technology-Humanities Convergence Factory

Regional Development Week

Process Enhancement

OECD Global Forum

Industrial Technology Culture space

Global M&C Industry Event

TECH+ Forum

1.

Table of Contents

I. Industrial Technology Innovation Plan


II. Manufacturing Industry Innovation Strategy
III. Technopark Incubation Policy

The paradigm shift in Industrial Technology policy


The sustainability of growth patterns is linked to the capacity to shift the production structure
toward sectors with higher increasing returns and higher dynamic capability

Sectoral contributions to growth from textiles to cars and electronics


1960s~80s

1960s~90s

1970s~90s

First phase
of
industrialization

Brand
development

Engine for next


generation

Made in Korea

Infant industry protection


- Restriction on imports/Supporting exports

Relax regulation on construction of factories


Support R&D activities &
the development of skilled
manpower
Increase competitiveness
- Wage fixed by law
- Export growing : 8.6%

Design stage to production


National car brands
- Hyundai, Kia, Daewoo etc

Govt. gradualist approach


- 60s : Import restriction to create
domestic demand and incentives
- 70s : Long term plan for promotion of
automobile industry
+ Mass production system
+ Vertical & horizontal integration of
large and SMEs
- 80s : Competition policies
- 90s : Industrial reconstruction
+ Private sector plays a leading role

Enacted the law of promotion


of the Electronic industry
Formulated the plan of
fostering the electronic fields
Govt. played a pivotal role
- 60s : Assembly by low waged labor
- 70s : National champions selected
+ Samsung, LG and Hyundai
+ Government R&D program support
- 80s : leapfrogging stage at DRAM
- 90s : Dynamic growing at DRAM
+ Generic technology for next generation
+ Highly skilled manpower to sustain
competitiveness
12

13

14

(%)

15

16

17

18

19

II

IV

III

20

21

22

23

24

25

Table of Contents

I. Industrial Technology Innovation Plan


II. Manufacturing Industry Innovation Strategy
III. Technopark Incubation Policy

1. Paradigm Shift in Manufacturing Industry


Technology Convergence
- Googles Automatic Driving System (IT, S/W)
- Zipcars Car Sharing (Service)
- LED Vegetation Plant (Agriculture)

Low Cost, Batch Production and Flexible Manufacturing


- GEs Engine Nozzle 3D Printing (3D Printing)
- BMW Britains Customized BMW Mini Production

Global Value Chain


- Uniclos Function Spreading
Design (Tokyo New York), Manufacturing (China, Vietnam), Various (Marketing)

It is time to consider an evolutionary change in the


manufacturing industry to adapt to the paradigm shift.

Key Nations Policy Trends


After the global financial crisis, the importance of manufacturing was
spotlighted in key nations.
Germany : Industry 4.0
- Industry 4.0 Platform
- 200 mil. EURO Investment in Smart Factory Development

USA : Remaking America


- Reshoring with Shale Gas
- Establishing 45 Manufacturing Innovation Research Institute

China : National Innovation (

- 7 Strategic Industry Incubation


- Global Innovation Leading through Innovative Technology Development

Japan : Industrial Revival Plan (


- Industrial Competitiveness Strengthening Law Enactment
- Regulatory Reform for New Industries

Target
Creative Economy Realization through Manufacturing Industry Innovation

Directions
- Create Value-added & Competitive Edge through Convergence with IT and S/W
- Create Business Environment for Manufacturing Industrys Innovation

3 Strategies
Building Core Capacity for Nations
Key Industries

6 Challenges
Sophisticating Material & Components
Strengthening Soft-power in Manufacturing
industry

Creating New Manufacturing Industries


with Convergence

Innovating in Processing through Convergence


with IT and S/W
Convergence Growth Engine

Strengthening Manufacturing
Innovation Infrastructure

Supplying Customized Manpower and Location


Creating the North-eastern R&D Hub

Strategy 1.
Building Core Capacity for Nations Key Industries

Challenge 1. Sophisticating Material & Components


Core Material & Components Development by Key Industries

10 World Class Materials Development by 2019


- Heavy R&D Investment on Material Development
- Risk Reduction of Industrial Material Development through Connecting with Military
Material Development

100 Leading Components Development by 2025


Examples
Automotive

- Automatic Parking
- 360 Degree Sensor

Petrochmistry

Shipbuilding /
Marine Plant

- Underwater Noise measuring


- Drillship Components

Steel

General
Machine

- Smart Machine Tool Modules


- Automatic Operation Modules

Semiconductor
/ Display

Conglomerates-SMEs Joint Development

- Ultra High Temperature Durability


- Smart Film Material
-Titanium
- Eco-friendly Automotive Steel Sheet
- 450mm Semiconductor Material
- High-definition Visual Sensor Modules

Private-Public Investment Network

Challenge 2. Strengthening Soft-power in Manufacturing


Industry
Engineering Competitiveness
- Manpower Training through Engineering Specialty Postgraduate Courses
- Young Manpower Dispatch to Overseas Design Postgraduate Courses

Convergence with Design


- Design Convergence R&D in Machine, Shipbuilding, etc.
- 6 Regional Design Center Set-up

Core Embeded S/W


- 300 Manpower Training per Annum through Progressive Education System
(High School College Work)

Conglomerates-SMEs Joint Development

Private-Public Investment Network


7

Strategy 2.
Creating New Manufacturing Industries with
Convergence

Challenge 3. Innovating in Processing through Convergence


with IT and S/W
Smart Factory
Zero Waste Factory with Sophisticated and Optimized Production Process , Enabled by IT, S/W, IoT, etc.

- Smart Factory Promotion


- Private-Public Manufacturing Innovation Fund Raising (Approx. 100 mil. KRW)

3D Printing Manufacturing
- 6 Regional Manufacturing Innovation Center to Promote SMEs 3D Printing Use
- 3D Printing Education for Current Workers & Prospective Business Founder

Meanwhile, simultaneous effort to industrialize high value-added must be made.

Challenge 4. Convergence Growth Engine

13 Future Growth Engine Development


- Life Cycle Industry-Academia-Research Ecosystem by Industrial Sectors
- Heavy R&D Investment by 2020
- Other Technical Area (Manless Aviation, Biomimetic Device, etc.)

Energy-related New Industry Based on IT


- Private Investment Plan Announcement by KEPCO and Other Energy Guzzling
Enterprises
- Market Basis Building to Support Creative Business Model in Private Sector.

11

Strategy 3.
Strengthening Manufacturing Innovation
Infrastructure

Challenge 5. Supplying Customized Manpower and Location

Sectoral Professional Manpower Training & Supply


Including Female Resource Utilization
- Customized Manpower Training through Universities specialized in Each Sectors and
Industrial Convergence
- Industrial Manpower Training System Reform
- Female R&D Manpowers Career Break Prevention

3D Printing Manufacturing
- 25 Outdated Industrial Complex Renovation
- Business-Academia Convergence Complex Establishment

13

Challenge 6. Creating the North-eastern R&D Hub

North-eastern Asia Technology Cooperation Network


- Promising Industrial Sectors, Climate Change Mitigation & Adaptation, Energy, etc.
- International Joint R&D Program (EUREKA, Eurostar 2, etc.)
- North-eastern Asia R&D Hub Strategy Set-up

Global Enterprises R&D Center Invitation


- Income Tax Break for Foreign Technicians, Office Rent Subsidy, New R&D Program, etc.
- Foreign R&D Center Luring Activities

SMEs Technology Acquirement Channel Diversification


- SMEs On-site Technical Bottleneck Resolve through GRIs, Universities and Technoparks
- Conglomerates Dormant Technology Transfer to SMEs through Technical Bank (2015)

14

Table of Contents

I. Industrial Technology Innovation Plan


II. Manufacturing Industry Innovation Strategy
III. Technopark Incubation Policy

What is a Technopark?

A Technopark helps improve regional and national competitiveness by concentrating


technological capabilities from public, private and academic pillars
Concept and Roles of Korean Technopark
TP* as a Leveraging Tool towards Competitive Enhancement

Definition

Technopark refers to an
industrial and
technological complex
Personal, material and
technological resources
are gathered into a single
place, integrating
businesses / academic
institutions / research
facilities and
governments

Regional
Industry and
Policy
Planning

Fostering
Small-butStrong
Businesses

Nurturing Regional
Industries and
Strengthening National
Competitiveness

Stronger
Cooperation
among
Related
Parties

Key Functions of Technoparks in Korea


* Technopark
Source: Korea Technopark Association

Technopark Main Functions

Technopark is aimed at providing multiple functions such as Biz Start-Up, R&D, R&D
Commercialization, Industrial Production and more
Regional Innovation System based on Technopark
Technopark-Leading Regional Development Concept
Integrated Support

Government
Policy, Information,
Resource, Coordination

Policy
Consultation
Input

Financial
Support

Technoparks Main Functions

Policy Support

Biz Start-Up Support

Industry
Growth

R&D

Regional
Development

+
Education & Training

Academy/Institute

Technopark

Private

Advanced HR supply,
R&D Innovation

Regional Innovation Hub,


Regional Biz Innovation

Commercialization,
New Tech Dev.

Collaborative R&D
Technology Transfer

+
R&D Commercialization

+
Industrial Production

+
Test-Bed

R&D Funding

Technopark,
Innovation hub for Regional Development as well as
Regional Hub for Natioal & Global Innovation
Source: Deloitte Analysis

Technopark is conceptually differentiated between


Business Incubator, Science Park and Research
Park in terms of its integrated functions. (Biz StartUp support, R&D and Commercialization)

Korean Technopark at a Glance

Korea operates 18 technoparks nationwide covering a wide spectrum of industries and


accumulated expertise
Development of Technopark in Korea
History of Technopark Evolution

18 TPs Currently in Operation


05~

Private-led
Development
00~04
97~00

Public-driven
Development

Incubation

Established
ground for
industrial
development
Support via
both
legislation
and financing

Promoted
balanced
development
across region
Support via
financing
mostly

Reinforced
technical
support and
global window*
Stand-alone
TPs with less
public
facilitation

Gyunggi Daejin
Bioenergy, Media,
Fabric, LED, etc.

Gangwon
Bio, Medical Equip.,
Plasma, etc.

Seoul
Manufacturing Equip.,
Convergence, etc.

Chungbuk
Bio, Semiconductor,
Fuel cell, etc.

Songdo
Autoparts, Bio, Nano,
Digital design, etc.

Daegu
Nano, Bio, Mobile, IT
convergence, etc.

Gyunggi
Electronics, Bio,
Autoparts, Robot, etc.

Pohang
Nanoelectronics,
Metal, Energy, etc.

Chungnam
Electronics, Culture,
Autoparts, Bio, etc.

Gyoungbuk
Machinery, IT,
Life science, etc.

Daejeon
IT, Bio,
High-tech parts, etc.

Ulsan
Auto, Chemical,
Shipbuilding, etc.

Jeonbuk
Machinery, Bio,
Culture, Tourism, etc.
Gwangju
LED, Optical,
Autoparts, etc.

Busan
Marine, Video, IT,
High-tech Future, etc.
Jeonnam
New material, Bio,
Shipbuilding, etc.

Jeju
Bio, Beauty, Water,
MICE, etc.

Gyoungnam
Aerospace, Robot, IT
convergence, etc.

* In 2010, Korea Technopark Association was officially invited to Thailand Science Park for launching and co-operating Korea Technology Business Incubator
Source: Korea Technopark Association

TP Planning and Operation

TPs cover current major, next generation and soft industries, and experts with higher
academic backgrounds are leading their development
Current State of Korean Technopark
Industry Coverage of Korean TPs

Skillful Manpower
Headcount

TP

Industry
Automobile
Shipbuilding
ICT
Electronics
Fiber
Chemical
Energy
Machinery
Honda
LED Display
IT convergence
Bio
Nano
Robot
New Material
Contents

Source: Korea Technopark Association

755

Current
Driving
Force
Industry

541

52.2% of
Total
321
Workforce

99

Next
Gen.
Industry

Soft

Bachelor

Master

Ph.D

Other

1,716

Total

Achievement & Impact of Korean Technopark

Korean TPs have successfully contributed to regional / national economic growth via
expansive support to participating SMEs
CAGR (06~09)

TP Impact to Private Sector


Beneficiary #

Total Revenue

63.3%

68.5%

126,000

30,000

952

2006

61.3%

29

4,142

Outcome

Employee #

Tril. KRW

2009

2006

2009

2006

2009

Infrastructural Aid

Technology
Commercialization

Network Development

Other Supports

Avail. Hours of Equipment

Tech. Transferred

Forums Held

Participant Companies #

44.0%

80.3%

31.7%

52.6%

Pillars

322,300,000

1,303
570

107,900,000

2006

217

402

37

2009

2006

2009

2006

Note: Data after 2009 is not collected and/or published by the responsible entity (Korea Technopark Association)
Source: Korea Technopark Association

1,429

2009

2006

2009

Koreas Integrated Experiences in Industrial Complex and Technopark

Furthermore, Korea can be the best role model for Peru by setting an integration of
technopark model and Industrial Complex model
Koreas Integrated Experiences in Industrial Complex and Technopark
Petrochemical, Textile Complex

Parts & Materials Complex

Banwol, Sihwa, Namdong

Ulsan, Guro

1960

1970

1980

1990

Export-Centric Industrialization
By Industrial Complex

Pohang, Changwon, Gumi

Steel, Machinery, Electronics


Complex

Gunsan, Daebul, Asan

Machinery, Logistic Machinery


Complex

1995~

Creative Technology Innovation


By Technopark

Evolution Pathway of Korean Technopark

Koreas Technoparks have gained a reputation as a successful development model by


converging H/W and S/W innovation
Korean Technopark Best Practice for Convergence model between H/W & S/W Innovation

High

Through well-balanced innovation between


H/W & S/W, Koreas Technoparks evolved
with great performance and achievement
Key Project 1:

Promoted effective utilization of regional


infrastructure

Reinforcement
for regional
Hub function

Trained technopark human resource for


capability reinforcement

Level of Innovation

Phase 2:
S/W focused
Innovation

Build regional innovation resource analysis


database

Linked to regional innovation support


organizations

Best Practice for Convergence model


between H/W & S/W Innovation
Trained well educated technical personnel

Key Project 2:

Low

Phase 1:
H/W focused
Innovation
Low

High

Level of Convergence

Tech-based
company
incubating

Supported new technology based venture


companies including post business incubating
Operated technical management support
association
Established integrated platform for technical
management support association
Promoted tech-invest market

Korea-Vietnam Incubator Park

47

Korea Uzbekistan Textile Technology Park


1. Policy Support
Textile Industry Policy Consultation
Textile Business Incubating Policy Consultation

2. Technology Support
Technology Transfer
Technical Services to Firms
Pilot Production

3. Human Resource Training


Field Engineering Training
Job Seekers Training

4. Cooperation Networking
Biz to Biz Cooperation
Technical Cooperation

1.

The key of strategy and policy planning targeting of industry, product and technology
Industry

Industry
value chain

Enterprise

Plan

Do

See

Advanced Intelligence Tool


Industry
technology
monitoring

Technology

Technology
Roadmap

50

R&D Planning Scope, Position, Difference


R&D
Planning
-

Technology forecast /
potential technology
exploration
Forecast of future
society/market
Industry value chain
Patent, paper analysis
Portfolio analysis
Resource analysis
Technology acquisition
strategy
Budget allocation
Technology roadmap

R&D planning in private sector


R&D planning in public sector
Plan
Program planning
Project planning

R&D Project
Management
Technology
development strategy
Technology
development
management
Team leadership
Human resource
management
Information collection
management
Intellectual property (IP)
management

Same in private and


public

Commercializ
ation
-

Business model
Entrepreneurship
Technology
acquisition/integration
Technology evaluation
Technology finance
Production
management
Technology marketing
management
Industry-academicresearch cooperation
M&A, foundation, care

Business model
including service
innovation, reflecting
recent trend of
servitization
51

2. Fundamental Question - Why do we need R&D planning?


Improve R&D investment productivity

Tuning the objective and the strategy


Moving Target

Patriot Missile
Customized
research

Expert based

Researcher/patent agenttechnology licensing expert/


PM expertR&D planning expert

Information based

Strategy information monitoring


Information analysis-DB system

Picture: Dr.

, Division of R&D Policy, Korea Institute of Bioscience and Biotechnology(KRIBB)

Tool based
P analysis tools

52

World R&D Investment (current PPP)

$ 1 trillion

Million USD

400% increase over the past 30 years

Reference: OECD Statistic

World R&D (Nation base-PPP)

Million USD

Multi-polarization

5 R&D
powerhouses
USA
Japan
China
Germany
Korea

Reference: OECD Statistic

A company should choose technology to challenge, and clearly set the application area
Company should investigate and summarize a wide range of target
technologies to be innovated
 More than 7,300 future technologies were announced in the last 5
years KISTI (2012.12), White paper on future technologies 2013
- Introducing 500 future technologies


55

Improving R&D investment productivity

the concern of the manager

The probability of success is only 4.5%


The probability of innovation succeeding is lower than
winning a slot-machine game

Success

Fail
Reference

Source: Dr. Jae-ho, Hyun, Technovation Partners, Dec. 011


56

The difficulty of planning


1 out of 3,000 ideas become commercially
successful

Pharmaceutical companies normally


begins with 6,000-,000 ideas

(unwritten)

Patents become crown jewels


with a success possibility less than
1%

300 Ideas Submitted


125 Small Projects
Significant Developments
4 Major Developments

Same process in every

1.7 Launches

company in the world 


Competition between
developed technologies
Reference

57

Reference 2 The importance of R&BD planning

problem of Japan

 World s 2nd science and technology power, but continuous decrease in industrial power for last 10 years
- Low rank in contribution rate of TFP (Total Factor Productivity) among major countries
- Decrease of private enterprises R&D profit rate
- The power of basic science technology is not effectively transferred to new product and market
development

 The competitiveness of science and technology is not related to industry, leading to a failure

The fall of Japanese companies in the rapid growth stage of the market
- Dominant status of Japanese companies in the initial stage of product development falls
in the global mass distribution stage
Share
DVD
player
Liquid crystal
panel
DRAM
Memory

Japan s
manufacturing
industry has
inherent structural
problem

Car
navigation

Solar
power
panel

- Excellent technology creates the market


(limitation of technology-driven strategy)
- Insufficient response to the change of
product architecture
(more industry-specific strategies are needed)

Year
58

1.

1. Items included in general planning (simplified key points)


Planning Horizon

Planning Environments

Vision

Goals / Objectives

Strategy

Tactics

Required Resources

Budget

Range of time that is subject to planning

Internal and external circumstances (background, atmosphere)

Establishment of future direction

Specific performance that should be achieved

Long-term means to achieve desired result

Means in current and next year


Necessary facilities, equipment, personnel, etc. for strategies
and tactics
Resource costs
60

2. General new product development process and its problems


Question Which is the difficult part? Why?

Idea review

Market analysis

Not watching
customers
carefully

Not
suggestin
g good
ideas

Evaluation,
decision

Determining
improperly

Planning
Research,
development

Having
weak
developmen
t capability

Prototype, test

Mass
production

Easily modifying
customer
evaluation

Development

Failure
61

3. In R&D planning, filtering through investigation, analysis and evaluation is critical


Only One Technology

Number One Business

check

Technology
seeds

marketing

Source: International Patent Licensing Seminar 00

(SHARP, Kenji Ohta)

62

4. TRM (Technology Roadmap) process


Step1 External macro environment analysis
Business

Step2 Industry and competition analysis


Step3 Vision development and future image
suggestion

Step4 Business strategy (product, system, strategy


determination)

Step5 Technology portfolio analysis and target objective


Technology

specification

Step6 Technology strategy(technology acquisition or


standardization) determination

Step7 Roadmap development

Usual
case

5. Procedures and techniques of R&D planning, roadmap planning

Future research
Procedure
of R&D

Mega trend analysis

planning
and
roadmap
planning

Industry/Competition analysis (Toolkits)


Technology analysis (Toolkits)
Portfolio Selection analysis
64

6. Visualization of R&D planning process


Process funnel

Macro
environment
analysis

Global
industry
and
competition
analysis

Target vision
derivation
Top Brand
derivation

Tech Tree
design

Capability,
strategy
analysis

Target
product
derivation

Concept Shaping
Future Study
Portfolio analysis
Patent analysis

Target
technology
derivation

Technology
acquisition
strategy

R&D Planning New Business and New Technology Exec. Process (Case of S company)
Business
opportunity
navigation

Business domain
derivation/Entity
determination

6 months

Month 1

Month 6

Macro environment
analysis (every 3 years)

Strategic
themes
derivation

Technology domain/task selection

Commercializ
ation projects

6 months

New business/
promoting
subject
determination

Business
strategy
establishment

Launch
deliberation

Management/e
valuation

3 months

Month 12

Strategy
execution type

Month 15

Technology
acquisition
subject
determination

Necessary
technology
acquisition
strategy

GTO
(Global Tech Outlook)

Business task
performance

Project
planning

Task
performance

Launch
deliberation

Strategy lead
type

Pioneer Research
Opportunity Research
Creative Individual Research

Transfer

Transfer

Complete
evaluation/
transfer
evaluation

66

7. Three Critical Factors to Successful R&D Planning

Concept/Vision
Shaping

Information

Portfolio
selection

67

Addition Important factors in R&D planning

3P analysis

 Which is included in planning toolkit, but to emphasize in


terms of information input for analysis,
 3P (Paper, Patent, Product) analysis

 Paper and patent analyses are now generalized as


quantitative and objective methods
 Product analysis is still difficult, because it requires
comprehensive and qualitative analysis on market,
environment, competition and company (selection of
target product/technology)
68

. Core competencies of planning in developed countries MBTI Analysis


 Market

Business

Technology - Intelligence Analysis

 Intelligence platform that pursues strategic business


opportunities and supports R&BD planning for increasing
success rate of commercialization
- Avoiding sporadic promotion

- Integrated platform
- Competitive Intelligence
 Making information collection & analyzing system, process,
and method intelligent
- Intelligent decision making

Korea reached the level of developed countries in terms of R&D investment and
technology level. However, there are difficulties resulting from waste of R&D funding in
the early stage of the planning.
69

1.

Table of Contents

I. 13 Industrial Engine Project


II. Green Strategy Roadmap (09)

72

73

74

75

76

Table of Contents

I. 13 Industrial Engine Project


II. Green Strategy Roadmap (09))

Background
World Class Green & Advanced Country

Action Strategy utilizing Green Tech. as New Growth Engine


Green Sector Market & Industry Trend, Technology Acquirement,
Strategic Product & Service, Industrialization Strategy, Policy Advisory

27 Focused Technologies

Green Technology Development, Green Market Preoccupation,


Green Industry Vitalization Infrastructure

27 Focused Technology (Jan. 2009)


27 Focused
Technology

Focused
Area

75
Candidates

Green Technology Data


Experts Advisory

3 Contributive Factors
- Economic Growth
- Environmental Sustainability
- Strategic Importance

Strategic Importance Adjustment


Technology Capacity,
Investment Order of Priority

Energy
sources

Energy
Efficiency

Industry & Space


Greening

Environmental Protection,,
Resource Circulation

Non-siliconized,
Solar Battery,
Improved Lightwater Reactor

Lighting LED,
Green IT,
Secondary Cell
Battery

Low-polluting
vehicle, Ecology
Space

Substitute Water
Resource, Climate
Predict, CCS

27 Key Technologies

Nonpolluting
Economic
Activities

Virtual Reality

Green Technology for Low Carbon Green Growth

Challenges
Energy
Fossil Fuel Exhaustion, Mass Energy Import

Solution
Energy Self-reliance
(Solar Battery, Atomic Energy, Lighting LED,
Smart Grid, etc.)

Energy Consumption Increase Rate per Person : 5.8%

Climate Change and Adaptation


Korea s Average Temperature Increased by 1.5
(Whole World : 0.74 )
15~40% Lives extinct when Earth s Average
Temperature rises by 2

Low Carbon Green Industry


Carbon Cap-and-Trade,
Growing Green Industry (300 bil. KRW by 2020)
Developed Nation s Green Technology Race

Environment Protection
(Climate Predict, CCS, Water Management,
Toxic Material Management)

Low Carbon Industrial Structure


(Smart Logistics, Ecology Space, Virtual Reality)

4 / 27

Green Technology Development / Industrialization Roadmap


Directions by Technology
Original Technology Development
Limit breakthrough Technology (Non-silicon Solar Battery, Hydrogen Production/Storage)

Technology to Demonstrate and Supply


Technology Demonstration Complex & Commercialization (Fuel Cell, Smart Grid)

Technology as Short-term Growth Engine


Green Export Industry through Localization & Price Edge (Secondary Battery, LED)

Technology for Industrial Infrastructure Building


Hardware Infrastructure Building (Hydrogen Storage, Smart Grid)
Competitive Energy Source securing (Biomass, Uranium)

Technology for International Cooperation


International Joint R&D (Atomic Fusion , Climate Predict, Low Energy Intensive Building)
International Standard Leading (Green IT, Smart Transport, Smart Gird, Hydrogen Storage)

Green Technology Development / Industrialization Roadmap


2008

2009

2010

2011

2012

2013 ~ 2020

Improved light-water
Reactor

Commercialization

Bio Transport Fuel


High-efficiency Fuel
Cell

Demonstration
& Supply

Silicon Solar
Battery

Commercialization

2021 ~ 2030
APR+(1500 Mwe)

Base Technology

Fuel Commercial
Production
(450,000~1,800,000 TOE)

Home system
(1 kW)
Atomic Fusion
Demonstrator Set-up
(>1 GW )

Crystalline Silicon,
Silicon Film
Solar Battery Module

Base Technology /
International Cooperation

Energy
Source
Technology

KSTAR, ITER Equipment Production & Operation Technology

Non-silicon Solar Battery


Eco-friendly Plant Growth
Stimulation

CIGS, Dye-sensitized &


Organic Solar Battery
Module
(18,15,10% Efficiency
Respectively)

Base Technology

Original Technology
/ Platform Set-up

6wt% Hydrogen Storage

Eco-friendly Fast Reactor Nuclear Fuel Cycle System

Base
Technology

Customized Bio Seed


Hydrogen Storage Technology
(Gas: 9wt%, Liquid: 17wt%)

Base Technology

Fast Reactor Demonstrator


(300MWe, 100tHM/y)

11 / 27

1.

Procedures and techniques of R&D planning, roadmap planning

Future study
Procedure
of R&D

Mega trend analysis

planning
and

Industry/Competition analysis (Toolkits)

roadmap
planning

Technology analysis (Toolkits)


Portfolio Selection analysis
86

Visualization of R&D planning process


Process funnel

Macro
environment
analysis

Global
industry
and
competition
analysis

Target vision
derivation
Top Brand
derivation

Tech Tree
design

Target
product
derivation

Capability,
strategy
analysis
Concept Shaping

Future Study
Portfolio analysis
Patent analysis

Target
technology
derivation

Technology
acquisition
strategy

1. Various methods of future research


Collection of Futures
research methodologies
all over the world
Introducing 3
methodologies
Explaining each
methodologies in 30-40
pages
Published in 2011

www.millennium-project.org

2. Long term innovation wave perspective


Kondratieff cycles long waves of prosperity

Note : 1. Asia is not included.

. The environment of innovation has changed

3. Techno-Economic Paradigm Shifts


Bubble prosperities Collapse & recessions Golden ages
INSTALLATION PERIOD
GREAT
SURGE

Year
country

1st

11
Britain

2nd

1
Britain

15
rd
3 Britain / USA
Germany

Bubble prosperity

TURNING
POINT

Collapse & Recessions

Canal mania

Railway mania

173 7

14 50

Infrastructure bubbles
of first globalisation 10 5

(Argentina, Australia, USA)

4th

10
USA

The roaring twenties

5th

11
USA

Internet mania
and financial casino

Europe
12 33
USA
12 43
2000 &
2007/
-????

DEPLOYMENT PERIOD
Golden Age prosperity

Maturity

The Great
British leap
The Victorian Boom

Belle poque (Europe)


Progressive Era (USA)
Post-war
Golden age

Global Sustainable
Golden Age ?

Source : Carlota Perez(2002), Technological Revolutions and Financial Capital The Dynamics of Bubbles and Golden Ages

Understanding the essence of future innovation by comprehending the big flow of the world
The resource productivity should be increased more than four times to respond to population growth

Innovation in ecosystem is
needed

Source : Carlota Perez(2002), Technological Revolutions and Financial Capital The Dynamics of Bubbles and Golden Ages
12/14/2014

91

4. Future forecasting with collective intelligence Long-term

Co-work of 3,000 future researchers as


millennium project
Original paper 10,000pages,

2012 State of the Future (2011)


www.millennium-project.org
File download 40$
Extracted Korean version, 2012.12
(Korean representative, UN Future
Forum)

5. Scenario Planning
 Developed by RAND corporation in 10s. Originating from famous future
researcher/military strategist Herman Kahn s future-now thinking
technique.
- RAND(Research and Development): Institute established by US military after WWII.
- Both scenarios and Delphi are from Defense area
- Nonprofit corporation
- Studying on 1,000 topics per year

 SRI(Stanford Research Institute): introducing Long-Range Planning around the same time
- Creating scenarios with various methods
- Naming selected desirable future as official future
 In the early 10s, world top-level Fortune 100 companies adopted scenario planning after
oil shock  but it was confused with storytelling and could not give the answer for the
future short lived
 After mid 10s, Porter (15) suggested Five Forces theory in planning  Consulting
firms developed specific methods for scenarios
Reference: T. J. Chermack(011), Scenario Planning in Organizations How to Create, Use, and Assess Scenarios
93

Scenario Planning vs Single Point Forecast

Single point
forecast

Today

Range of
uncertainties

Trends

time

Center for Technology Management, Cambridge Univ.


94

Scenario Planning Steps


1. What problem are you trying to solve?

2. Gather information

Advanced work

3. Identify driving forces


4. Identify critical uncertainties
5. Create scenarios
6. Compose the stories
7. Scenario application
. Identify key indicators

Deriving driving
forces
Cross-analyzing
driving forces
Scenario planning

. Monitor key indicators


10. Update scenarios and strategies

There are many versions of this process:


Royal Dutch/Shell and Global Business Network,
The Futures Group
Being similar, but each has different emphasis
point and sequence technique
Source: Mark Polczynski(2009)

95

Progress of Scenario Planning as a System

not just storytelling


Scenario planning is composed of 2
types one including only Env.
Scanning (forecast) level, and one
including Planning (plan) level

Scenarios are composed of


Global/macro scenarios and local
scenarios

source: Chermack(011)

96

Scenario case- mid-term




Forecasting and diagnosing the world s future for 10-15 years,


explaining the reason and level of a big phenomenon

 Representative case Global Trends 20XX


National Intelligence Council (NIC)
2020
2025
2030

announced in 2004
announced in 200
announced in 2012

Provided to policy makers in US administration and Congress


(Preparing beforehand and reporting to the US president when taking
office)
5 versions have been announced from 1
97

NIC, Global Trends 2025

A Transformed World

Chapter 1 The Globalizing Economy


Back to the Future
Growing Middle Class
State Capitalism
Bumpy Ride in Correcting Current Global Imbalances
Multiple Financial Nodes
Diverging Development Models, but for How Long?

pp.

Q. Why do they show this


information and
emphasize it?

Chapter 2 The Demographics of Discord


Populations Growing, Declining, and Diversifying-at the Same Time
The Pensioner Boom Challenges of Aging Populations
Persistent Youth Bulges
Changing Places Migration, Urbanization, and Ethnic Shifts
Demographic Portraits Russia, China, India and Iran

Chapter 3 The New Players


Rising Heavyweights China and India
Other Key Players
Up-and-Coming Powers

Global Scenario I A World Without the West

Chapter 4 Scarcity in the Midst of Plenty?


The Dawning of a Post-Petroleum Age?
The Geopolitics of Energy

Addition: Technology
Breakthroughs by 05
98

NIC, Global Trends 2025

A Transformed World

Water, Food, and Climate Change

Global Scenario II October Surprise

Chapter 5 Growing Potential for Conflict


A Shrinking Arc of Instability by 2025 ?
Growing Risk of a Nuclear Arms Race in the Middle East
New Conflicts Over Resources ?
Terrorism Good and Bad News
Afghanistan, Pakistan, and Iraq Local Trajectories and Outside interests

Global Scenario III BRICs Bust-Up

Chapter 6 Will the International System Be Up to the Challenges ?


Multipolarity without Multilateralism
How Many International Systems ?
A World of Networks

Global Scenario IV Politics is Not Always Local

Chapter 7 Power-Sharing in a Multipolar World


Demand for US Leadership Likely to Remain Strong, Capacities will Shrink
New Relationship and Recalibrated Old Partnerships
Less Financial Margin of Error
More Limited Military Superiority
Surprises and Unintended Consequences
Leadership Will Be Key
99

NIC, Global Trends 2030


Alternative Worlds

Megatrends
Game-Changers
Potential Worlds

100

6. Technology Foresight


Future study method more specialized in science


technology

 More in-depth method than Delphi (Science


technology forecast)
- Technology Forecast

Technology Foresight

 The British Government had been


continuously conducting future research from
14
http//www.bis.gov.uk/foresight

Future study is a
duty of the
government in
Europe and
America

 Many experts study, present and debate on the common


topics
- Future issues, future image, impact of future, future design
and etc.
a lot of accumulated presentation materials (in public)
- long term view(20-0 years from now)

Technology Foresight process and toolkits

A lot of detailed toolkits exist 


more at http//hsctoolkit.bis.gov.uk/The-tools.html
102

Technology Foresight
 First Round of Foresight (14 - 1)

 Second Round of Foresight (1 - 2002)


 Current Phase of Foresight (2002 - )
- 14 projects completed until now
. Migration and Global Environmental Change (2011)
. International Dimensions of Climate Change (2011)
. Global Food and Farming Futures (2011)
. Land Use Futures (2010)
. Mental Capital and Wellbeing (200)
. Powering Our Lives Sustainable Energy (200)
Management and the Built Environment (200)
. Tackling Obesity Future Choices (2007)
. Detection and Identification of Infectious Diseases (2006)
. Intelligent Infrastructure Systems (2006)
. Brain Science, Addiction and Drugs (2005)
. Cyber Trust and Crime Prevention (2004)
. Exploiting the Electromagnetic Spectrum (2004)
. Flood and Coastal Defense (2004)
. Cognitive Systems(2003)

Technology Foresight
Current Projects

. Reducing the Risks of Future Disasters


. The Future of Manufacturing
. The Future of Computer Trading in Financial Markets
Potential Themes for New Foresight Projects


.
.
.
.
.
.
.
.
.
.
.

Ageing society
Environments for health
Exploiting the quanta
Intelligent buildings
Learning for life
Open-source creativity
Personal environmental impacts
Resilience managing future shocks
Resource depletion
Sustainable energy management
Water management

1.

What is Mega Trend?


Trend : A general direction in which something tends to move
 Making Changes or Develop Something
-. Micro Trends : small changes in the short term. Sympathetic consumers
-. Fad: Most relatively short-lasting changes within one year, fashion
-. Trend : Movement which lasts from 1 to 5 years..
-. Megatrends: trend lasts more than 10 years, a huge change.

Futurist John Naisbitt


Megatrends (1982) :

Post-industrial society, global

economy, decentralization, networked organizations in modern society etc.

From Macro to Micro How To Take Mega Trends from Information to Analysing New Opportunities

Mega Trend Analysis Process

Review of Mega Trend Research


Global
Consulting Firm

Foreign Organization

Deloitte

AT Kearney

Roland Berger

Ernst & Young

Mckinsey & Company


Boston Consulting Group

Investment Bank
/ Infomediaries

Research
Institute
KISTI (Korea)
KISTEP (Korea)
KIET (Korea)

Global
Company
DuPont
BASF
Alcatel-Lucent
10

UN
NIC(U.S.)
IMEMO(Russia)
METI(Japan)
NISTEP(Japna)
CSIRO(Austrailia)

Credit Suisse
Morgan Stanley
ROBECO
Economist
Economist Intelligence
Unit
Frost & Sullivan

PEST
Framework
PESTLE Framework
Political
Economic
Social
Technological
Legal
Economic

Leveling
/Regrouping
Considering Characteristics
of Organizations
Mega Trend Derivation
Level & Units of Trend
Analysis Framework
Identifying Influence on
Industries & Regrouping by
Technology Identification
Purpose
Regrouping by Technology
Development Driving
Factors

Strategic vision establishment process of German company Siemens


 Magazine

Pictures of the Future by Siemens

- Biannual magazine published from Fall 001


- Introducing major technology trends + research in Siemens
- Future prospects 10-0 years from now
- ,000 researchers + more than 1,000 partners every year
http://www.siemens.com/innovation/en/publications/index.htm

 The greatest among public future research


- Famous for its strategic vision establishment
- Explaining future prospects in scenario text
- Providing superior images about the vision
 Book Trends and Scenarios(Trends und Szenarien als Werkzeuge zur Strategieentwicklung)
by Ulf Pillkahn
109

Strategic vision establishment process of Siemens


Scenarios of each
business area/business
department

Strategic
vision
Combining extrapolation
and retropolation

Business
plan

Extrapolation
(roadmap based)

Strategy
Customer

Current
business

Competition

-product
-technology
-Consumer
demand

Retropolation
(scenario based)

-New product
-technology
-New customer
demand

Resource

Energy
Power Generation/Transmission
Power Distribution/
Compression, Expansion &
Ventilation/
Mechanical Drives/Services

Industry
Automation/
Building Technologies/
Drive Technology/
Lighting (OSRAM)/Mobility

Scenario
(future
image)

Mid-term

Population
change
Technology
development
Economics

Climate
change

Healthcare Infra
Healthcare IT
Medical Imaging
Therapy System

Short-term

Society

Environment
Health/med
ical

Capability

Current

Important
component/driving
force/mega trend

Policy
Long-term

* Specific year differs according to the characteristics of business area


http://www.siemens.com/innovation/pool/en/strategie/method/0_0_methode_index_fo__lg_11.jpg

PoF, Fall 2012

Germany
in
2050
Energy
system

111

Future research of IBM

Tools to predict technology and business trends

Global Technology Outlook


Provided in text format
providing several issues

short but

Global Innovation Outlook


Provided in video format
- IBM TV
http//www.ibm.com/ibm/gio/us/en/index.html
112

Global Technology Outlook (IBM)


Petascale Analytics Appliance and Ecosystem
2011 Outlook
(11 pp.)

Natural Resources Transformation & Management


Internet of Things
Frontiers of IT
- A paradigm shift from calculators to learning systems
Managing Uncertain Data at Scale

2012 Outlook
(15 pp.)

Systems of People
Outcome-based Business
Resilient Business and Services
The Future of Analytics
The Future Watson
113

IBM - a Smarter Planet


 Suggesting the future of Smart Sensors
 5 in 5 (5 predictions that will change our lives in 5 years)
 Touch You will be able to touch through your phone
 Sight A pixel will be worth a thousand words
 Hearing Computers will hear what matters
 Taste Digital taste buds will help you eat smarter
 Smell Computers will have a sense of smell
Reference: Korea Electronics Technology Institute
http://www.ibm.com/smarterplanet/us/en/ibm_predictions_for_future/ideas/index.html
114

10. Technology Review of MIT


 MIT has been introducing near-future technologies and
topic technologies through its Technology Review
Magazine from 2001.
 Selecting 10 Emerging Technologies
 Selecting technologies being studied worldwide, and
expected to have high socioeconomic effect after 5 years
 Selection method conference at MIT (history of 150 years
+ close and frequent cooperation of business and academy)
 Free email service but need to pay for special report

http://www.technologyreview.com/

MITs 10 Emerging Technologies (2012)

116

Trend of MIT s 10 Emerging Technologies (2004 2012)


Increasing trend of convergence technology

MITs
10
Emergi
ng
Techno
logies

04

06

08

10

12

Power Grid Control

Diffusion Tensor
Imaging

Surprise Modeling

Cloud Programming

3D Transistors

Microfluidic
Optical Fibers

Cognitive Radio

Probabilistic Chips

Social TV

Facebooks Timeline

IT
BT
NT
Conv.*

Distributed Storage

Pervasive Wireless

Reality Mining

Real Time Search

Faster Fourier
Transform

Universal Translation

Universal
Authentication

Offline Web
Applications

Dual Action Antibodies

Egg Stem Cell

Bayesian Machine
Learning

Stretchable Silicon

Atomic
Magnetometers

Engineered Stem Cell

Crowd Funding

RNA Therapy

Nuclear Reprograming

Cellulolytic
Enzymes

Mobile 3D

Nanopore
Sequencing

Personal Genomics

Epigenetics

Connectomics

Implantable Electronics

Ultra-efficient
Solar

Nanowires

Comparative
Interactomics

Wireless Power

Green Concrete

Lightfield Photography

T-Rays

Nanomedicine

Graphene Transistor

Solar Fuel

Solar Microgrids

Synthetic Biology

Nano-Bio
Mechanics

Nanoradio

Light-trapping
Photovoltaics

High-Speed Materials
Discovery

Others

117

11. Forecasting research in many countries


Forecasting in
dimensions(perspectives)

Media Business Drivers in 2020

Social values
User & Audience Behaviour
Social Media
User & Audience Interfaces
Media Content
Gaming
Media Companies & Their
Features
 Media Technology
 Professional Journalism








Source : Media Scenarios 00 Version Tivit


Next Media Programme, Giesecke et al. 010
Secondary source : Media Vision 00, 011

118

12. Utilizing studies in international organizations


Energy Technology Perspectives
IEA(International Energy
Agency)

Reports of
international public
organizations are
important sources
for future research

119

13.

Utilizing materials from foreign governments


METI, Japan, new industry, new market for the future (2012/03/02)

Building an
Energy
management
System

120

15. Korea begins future outlook on technology 10 potential technologies after 10 years

Cancer Bio Marker Analysis

Automatic Voice Interpretation

Bio Plactic

4G+

Superconducting Power
Transmission

Digital Holography

Super Flu Vaccine

Natural Agrichemical

Investigation by 41 experts,
KISTEP, March 01.
Samsung SDS, ICT Mega trend, every year
Spin Transistor

Microbe Fuel Cell

KISTI, 10 Potential technologies in the future (01)


121

Wrap up


For enhancing R&D planning, the research area should be


expanded to future research
- the research should be further and deeper (Lee Gunhee,
2013.04.05)

Much effort should be taken to upgrade information sourcing


- Intelligence is required for new product planning

In R&D planning, need to a lot is especially important


- Evaluation can be conducted by anyone, anywhere, anytime.
- Planning ability becomes the criteria dividing advanced and
less advanced organizations
122

Especially, at this point heading for Golden Age Innovation Period,


 R&D investment and
increases

the number of researchers

continuously

 Knowledge should be gathered for Cross Impact Analysis


which cross-impacts technology and economy, industry and
society
- Technology Intelligence
- Future foresight on industry, economy, society, human and
environment
- Data Intelligence
- Should watch the potential, not focusing only on current
business values and economic analysis
123

1.

Major mega trends


Framework(STEEP)

Social

Technological

Economic

Environmental

Political
125

Mega Trends

Contents

S1 : Demographic Change

Pop. grwth, Generation Y, middle class, women etc.

S : Aging Society

The elderly, young , socialization/developing countries, Health Consciousness

S : Urbanization

Mega Cities, Mega Regions, Mega Corridors

S4 : New Consumer

Digital Consumer, Pro-sumer

T1 : Digitization

IT/digital tech inc electronic control,. Digital D printing

T : ICT Convergence / Smart

Cyber Security, Cloud, Big Data, Smart Grid/Factory, Smart materials

T : Bio based technology

Biosimilars, biomass, bio-chemical, etc.

T4 : Energy Efficiency

Renewable Energy, Energy Storage

T5 : Robo Slaves

Manufacturing, Military, Security, Transportation

E1 : More Globalizing

Global trade, FDI, New Trade Zone, Global Operation

E : BRICs and Beyond

BRICs, Next Eleven rise and new markets

E : Knowledge based Competition

Advanced manpower augmentation, advanced manpower competition

E4 : Peak Oil

Rising prices, fossil fuel reduction

E5 : Other Commodity Challenge

Water resources, and food shortages and rising prices of grains

En1 : Warming Earth

Continued global warming greenhouse gas increases

En : Ecosystem at Risk

Sea rise, ice shelf reduction

En : Natural Disaster

Sudden increase in the threat of natural disasters

P1 : Resource Nationalism

Resource Cartel, Resource Nationalism

P : Global Power Map Change

Power of developing countries, lasting conflicts, terrorist threats intensified

P : Global Regulation

Expand joint response to a variety of tasks such as human rights issues /


child hunger, especially environmental issues

Each Sub-Trend was derived from each sectors of STEEP Framework.


A Sub-Trend and Framework are not independent but interactive to bring out changes.
S : Aging Society
Ageing Population and Health Issue
Various Demographic Issues
S1 : Demographic Change

S: Urbanization
Growing Needs for Mega Buildings

T5 : Robot Slaves
Growing Needs for Robots

S4 : New Consumer
Growing Needs for Energy, Water, Food,
Basic Material
E4 : Peak Oil
E5 : Other Commodity Challenge

New Generation Consumer familiar


with IT Tech. & Environment

Development
of Efficient
Energy Use

T4 : Energy Efficiency

Weaponization of
Natural Resources

Growing Importance of Knowledge


Globalization of Human Resource

T : ICT Convergence/smart
Digitalization of
Manufacturing Sector
T1 : Digitization

New Energy Tech.


Development

E : Knowledge based Competition

Globalization through Manufacturing


Digitalization

Weaponization of Natural Resources

Global Operation &


Controllability through IT Tech.
E1 : More Globalizing
E : BRICs and Beyond

Developing Nation s International Status


Improvement in Globalization

P1 : Resource Nationalism

P : Global Power Map Change

P : Global Regulation

T :Bio Technology

En1 : Warming Earth


En : Ecosystem at Risk
En : Natural Disaster

126

Hardening Global Regulation on


Environmental Issues
Eco-friendly Energy Source Development

Eco-friendly & Ecoecology Medicine


Development

Mega Trend direct, indirect and linkage to industries by degree


Mega Trends

Framework(STEEP)

S1 : Demographic Change
Social

S : Aging Society
S : Urbanization

T1 : Digitization

textiles

T : Bio based technology


T5 : Robo Slaves
E1 : More Globalizing
E : BRICs and Beyond
E : Knowledge based Competition
E4 : Peak Oil
E5 : Other Commodity Challenge
En1 : Warming Earth

Environmental

En : Ecosystem at Risk
En : Natural Disaster
P1 : Resource Nationalism

Political

shipbuilding
plant/engineering

T4 : Energy Efficiency

Economic

automotive

S4 : New Consumer
T : ICT Convergence / Smart
Technological

15 Industries*

P : Global Power Map Change


P : Global Regulation

Production system
Production
Metal / materials
Chemical process
robotics
bio
Medical device
RFID/USN
Knowledge service
Nano convergence
IT convergence

* Compared with other industries, IT convergence industries and nano fusion industries are industrial zones that could affect technology Trend.
127

CO2

Type

,
Trend

Mega Trend s Influence on an Industry (Example)


EN
Environment
Pollution

Industries
Influenced by
Mega Trend

EN
Ecosystem at
Risk
Le/Re
Global
Environment
Regulation

EN
Peak Oil

Insufficient Oil Supply


Oil Price Increase

Chemical
Processing

Automotive
Vehicle CO
Emission Cut

Electronic
Vehicle

CO Emission
Free Vehicle
Existing
Internalcombustion
Emission Cut

Fuel Efficiency
Improvement

Hybrid
Engine

Exterior Material
Change

Carbon
Fiber

High-toughness
Steel Sheet

Weight
Reduction

Nonferrous
Metals
Substitute
Engine Block
Material Change

Steel
Casting
Aluminum
Casting

128

Industries
Indirectly
Influenced by
Mega Trend

Metal Material

Industry

Wellness

1.

What is Technology Roadmap?


1

What is Technology Strategy?

of
Uncertainty
Knowledge gaps
Complexity

3. Historical background change of relationship between strategy and R&D planning


2nd generation R&D

1st generation R&D


(From the late 1C to 150~60s)

-Research center managed by scientists


-Breakthrough oriented research(R&D for
study)
- Success case Du Pont research center
(inventing nylon)

(~170s)

- Expanding project management methods


(R&D for management)
- Focusing more on meeting business needs
(Aiming at business efficiencies)
4th generation R&D
(after10~)

3rd generation R&D


(10s~early 10s)

- Enterprise integrating technology


management through strategy planning
and technology roadmap(R&D for strategy)
- Applying the concept of portfolio
(balancing high and low risk projects)

-Developing by mutually connecting customer


needs and technological capability (R&D for
value creation)
-Aiming at innovation through development of
architecture and capability
-Expanding the role of R&D (leader of
discontinuous innovation)

Reference: Fourth Generation R&D , William L. Miller and Langdon Morris, 1


Third Generation R&D: Managing the Link to Corporate Strategy , Roussel P, Saad K, Erickson T., Arthur D. Little, Inc. 11, Harvard
Business School Press
133

History of Technology Roadmap (History of roadmap in business)


Philips

Motorola
Introducing roadmap concept to academia in 1987
(but already made in 1982)
Introducing On-Line TRM named Vision Synergy, in
the early 2000s
Paper based TRM Digitalization TRM
Evolution to On-line Creation TRM

Albright Group
Suggesting various methodologies regarding TRM in
business perspective
Reporting the effect of TRM which connects technology
planning and business strategy in the late 1990s
Suggesting various concepts of TRM with Motorola
case
- Global platform based product roadmap
- Source science/technology roadmap
- Convergence technology roadmap

Suggesting TRM which shares product and technology


strategy in 1997
Suggesting TRM which encompasses both business and
technology domain by integrating product and
technology (Following Timeline)

Samsung Advanced Institute of Technology

Constructing technology roadmap with advisory of


SRI(Stanford Research Institute) after learning the
concept of TRM for the first time in Korea, 1999
Learning detailed TRM construction methodology
after 2000. Technology planning by linking TRM with
Technology Tree

134

Diffusion of Technology Roadmap


TRM development in Government(US, Canada, Germany, Japan and Korea)
and international agencies
Examples of Roadmap Guidance notes


US Department of Energy guide to applying science and technology


roadmapping in environmental management (Draft), DoE-EM50, July 2000

Australian guide to developing technology roadmaps - technology planning


for business competitiveness, August 2001

Industry Canada - Technology roadmapping - a strategy for success,


including a guide for government employees

Intermediate level organizations also provide roadmap guidance notes


 European Industrial Research Management Association
www.eirma.org Working Group Report
135

The first roadmap Motorola Roadmap Matrix (12) - Car Radio


Source: Willyard & McClees(1987), Motorolas technology roadmap process, Research Management, Vol.30, Issue 5, pp.13-19
Year

Tuning
Selectivity

12

13

Push button

Display

15

16

10

5u CMOS

11

Touch pad - Synthesizers

Data

Maps

3u CMOS

1u CMOS

Liquid crystal

Designing
human dream

Fluorescence
Single wire

Digital modulation

PRODUCTS

Voice actuated

Digital signal processors

Paging

LEDs

Vehicular LAN

SAWs

Stereo
Linear

17

Push button - Synthesizers

Ceramic resonators

Subcarrier function
IC technology

14

Glass fibre
500 kHz bandwidth

RECEIVER 1

RECEIVER 2

RECEIVER 3

Stereo

Plus

Plus

Scan

Personal
paging

Seek

NEXT GENERATION

FUTURE GENERATION

Plus

A NEW SERVICE

Stock market
Road information
Remote
amplifiers
Remote controls

Super Hi Fi
Local maps
136

Evolution of Roadmapping at Motorola (on-line roadmapping system)


Motorola s software
Vision Strategist
0.1 million projects

Richey, J. and Grinnel, M.(004), Evolution of Roadmapping at Motorola, Research Technology Management, 47(), -41.

137

2. Difference between general project planning and Technology Roadmap


Lecture

 Market-Driven (vs. Technology-Driven)

Portfolio Analysis

Selection

Action Plan Deployment toward a Goal

138

Meaning of market-driven
 Focus moving from R&D planning

to R&BD planning

 Planning more focused on technology


technology
market

market circumstance than

non-linear sight for pursuing innovation


less portion of technology analysis, and more portion of industry/market
analysis
ex) Conducting patent analysis, but bigger emphasis on the market
maturity of patent technology
ex) Considering both significance and feasibility
 Research which presets the target and further analyzes technology (not
conducted in an exploratory way)
139

Portfolio analysis

meaning of selection

 Not planning a single project, but planning multiple, package projects


 Planning with process of selections based on relative evaluation
Selection process of the optimum technology among various technologies is
important (with criteria such as technological importance, marketability)
Portfolio selection methodology can be applied in general strategy planning
(not limited to TRM)

 Developing portfolio of object(target technology) along time horizon


Not planning on a short term, single project, but planning for the mid-long
term

140

3. Recent trend of Roadmap


 Traditional roadmaps
Developing in order of future market product- technology - project

 Recent roadmaps
Developing in order of Future insight
project

market

product

technology

Tends to require more advanced and broader future insight


 Therefore, tends to more focus on preliminary steps of R&D planning
(Reinforcing marketability and business value in the later part of R&D
planning)
(4th generation R&D, Techno-Economic Paradigm, Open Innovation, Design-driven Innovation, Siemens PoF, Era of
$1 trillion R&D investment, Centurial change in world economic power, the era of Big Data .)
141

4. Example of TRM results


[Industry source technology roadmapping

Industry development scenario and Micro-roadmap]

142

T-Plan aims
To support the start-up of company-specific TRM processes

To establish key linkages between technology resources and


business drivers
To identify important gaps in market, product and technology
intelligence
To develop a first-cut technology roadmap
To support technology strategy and planning initiatives in the firm
To support communication between technical and commercial
functions
Source: Dr. Robert Phaal
143

Cambridge s T-Plan standard process comprising 4 workshops


Market

Product

Technology - Charting

001

144

4 Steps of the standard T-Plan process


1. Identification of market and business drivers

2. Generation of product feature concepts

3. Identification of technology solution options

4. . Charting of milestones, product and technology evolution

145

Standard T-Plan process

Workshop 1
Market
Performance
dimensions
Market / business
drivers
Prioritisation
SWOT
Gaps

Setting up
the process

Workshop 2
Product
Product feature
concepts
Grouping
Impact ranking
Product strategy
Gaps

Workshop 3
Technology
Technology
solutions
Grouping
Impact ranking
Gaps

Managing the process

This basic guide needs to be customized properly

Workshop 4
Roadmapping
Linking
technology
resources to
future market
opportunities
Gaps

Following on
from the process

Cambridge Univ.
Center for Tech Mgt
146

2. Main Frame of Technology Roadmap


Flow of planning Market

Product

Technology

Identifying core products by market and product analysis, needs


analysis or demand forecasting
 setting them as target of the
roadmap
 analyzing components and functions of core system

M2

P2

P1

Product

P3
P4

T1

Technology

Resources

TRM is a mid-long term


technology strategy based on
Time
future market forecast

M1

Market

R&D
programmes

R&D layer

T2
T3

RD 1

RD 2

T4
RD 4

RD 3

RD 6
RD 5

Capital investment / finance


Supply chain
Staff / skills
Source Robert Phaal 2004

147

4. Success/failure factor of roadmap construction

T-Plan Fast Start to Technology Roadmapping


2001

planning your route to success, p.60 Univ. of Cambridge, Institute for Manufacturing,

148

5. Important tips for TRM construction


 Enlisting an independent process coordinator with the relevant

expertise and methodological skills

 Search fields for innovations and future markets linking megatrends to technological developments and application potential
 Participation of dedicated industry experts and high-ranking
decision-makers
 Broadening the technological perspective participation of users
and external experts
 Generating knowledge from different perspectives
 How should uncertainties be dealt with? Visions of the future and
wildcards
 Taking account of possible side-effects and risks
 Using various forms of visualization as communication tools
 Opening up to social stakeholders
 The active, target-group oriented transfer of results
Integrated Technology Roadmapping, Institute for Futures Studies and Technology Assessment, 00

149

Group discussion and Tips are needed for operation


Case
In 2005, the UK Ministry of Defense requested a Defense
technology innovation roadmap from Cambridge
University
Each element had different colors, which enabled easy
understanding of roadmap
Making facilitators(who understand the purpose of the
roadmap ) to work together during the construction
process

Using color
notes
Standing
Conference

Small tips brought big improvement


150

Various forms of roadmap


Multilayer

Bar

Table

Flow chart

Graph

Graphic(image)

151

3. Toolkits for roadmapping


STEEPI
(Social, Technological,
Economic, Environmental,
Political, Infrastructural
Trends & Drivers)
SWOT
(Strengths,
Weaknesses,
Opportunities,
Threats)

Innovation
System
Structure
(taxonomy)
Scaleable
(hierarchy)

Porter s
Five Forces

Market
Business

Foresight
Technology Intelligence

Scenario

Product
Service
System
Technology
Resources
Portfolio

Patent
&
Value Chain
Analysis

Valuation /
Balanced scorecard

Cambridge Univ.
Center for Tech Mgt
152

1. Detailed process and methodologies in TRM construction


STEEP analysis

Step1 Analyzing external macro environment

Market analysis
Trend analysis

Step2 Analyzing industry

Competition analysis
Value Chain analysis

Step3 Designing vision for development


and suggesting future image

SWOT analysis
Patent analysis

Step4 Business strategy (determining


product, system and strategy)
Step5 Analyzing technology portfolio
and refining the target

Tech Tree analysis


Portfolio analysis

Step6 Determining relevant technology strategy such as


technology acquisition or standardization
Step7 Developing roadmap
153

2. TRM construction process in MOTIE


Phase

Phase

Environment analysis Industry analysis


1. STEEP Analysis

2. Demand market trend analysis


500
400
00
00
100

Addressable

40%

Product C

0%

Product B
Product A

0
1 1 1 000 001 00

Phase 1, 2
close link

50%

Phase

Phase

Vision and target Industrialization strategy Roadmap construction


5. SWOT analysis

. Top Brand selection

Market Share

11. Tech. Tree analysis


Theme

1st Function

2nd Function

Product A
Product B

0%
10%

Product C

0%
1 1 1 000 001 00

3. Technology trend analysis

6. Industry vision establishment

. Value chain analysis

12. Portfolio analysis


Bet

Draw

Phase 3, 4
close link

Patent analysis
includes two times
of
macro, micro
analysis

Phase

Fold

4. Prior patent analysis

7. Future image design

10. Industrialization strategy

In

13.TRM construction
time

Triggers
Drivers
Capability
gap

Technology

Every content in each stage is interworking.


Order can be changed. Same method can be
used both in large loop and small loop

Q. What is the difference with general


business strategy planning?

3. Industry/competition analysis toolkits used in roadmap planning


Environment Analysis (PEST, STEEP, STEEPI or PESTO)
Analysis on Policy(P), Economy(E), Environment(E), Society(S), Technology(T),
Infrastructure(I), Options(O)
Identifying megatrends and key drivers

Industry Analysis

(Analysis on structure and trend of market, industry and competition)

Market Size & Market Share


Industry Competition (competitor) Analysis
Industry Value Chain Analysis
SWOT Analysis (Strength, weakness, opportunity, threat)
Concept Shaping, Naming to Top Brand
155

4. Technology analysis toolkits used in roadmap planning


Technology Forecasting (Delphi, Scenario, S-curve)
TRIZ (Theory of Inventive Problem Solving)
Technology Tree (Micro TRM construction)
Patent Analysis (Source analysis, competition analysis)
Growth/Share Matrix (portfolio analysis)
Technology Portfolio Matrix Analysis
Technical importation Analysis (depending on purposes)

..

156

1. Environment analysis PEST or STEEP Analysis - Key Drivers Analysis

Social

Economic

Social, economic and


environmental drivers reflect
the three cornerstones of
sustainable development

Environmental

Political

Infrastructural

Technology, policy and


infrastructure
enable or constrain progress
towards the social, economic
and environmental goals

Technological

Cambridge Univ.
Center for Tech Mgt
157

Macroenvironment analysis
S

Society perspective

case of automobile
Policy perspective

Major variables expected to lead the

Emphasis on convenience and


safety of automobile
Focus on making automobile
into office and living space

change of automobile industry are


tightening

of

environmental

regulations and energy depletion

Increased needs for safety and


convenience according to the
impact of aging society

internal
combustion
Eco-friendly,
Highly safe/highly emotional,
Highly convenient,
Low CO2

T
Technology perspective
Intensified competition on low
cost car technology
development for entering
emerging markets
Technology convergence for
high value added car
development to respond to
environmental regulation

Plans before 7 years ago.


Environmental regulation
was the biggest focus at
that time.  now smart
and energy are added

Stagnation of growth in developed


country markets(US, EU)
High oil price, unstable housing market
 stagnation of US and EU
Rapid growth of emerging markets such
as China and India
Enlargement of emerging market because
of economy growth and low cost car
market generation

Economy perspective

engine
Low-emission car
Zero-Emission car

Planning capability>
How earlier was this
forecast made than the
competitor?

Case Impact analysis of social changes (Mega trend) on the car industry
Step4 Extracting functional requirements in technical perspective which satisfies the needs resulting
from the change factors
[ Example of functional requirements from changing factors ]
Mega trend

Future

Decreasing population, but birth rate


maintaining certain level

Population change

Continuous increase of foreigner prop


ortion due to the increase of multicul

Functional requirements

Enhancing stability

Reinforcing the driving


supporting fuctions

tural family

Emphasis on
well-being, welfare
and safety

Continuous investment on new regen


eration energy (solar energy or etc.)

Continuous increase of eco-food dem

Reducing CO2,enhancing
fuel efficiency

and

Diversification of life style and living

Customized design

space due to individualization


159

2. Market analysis

Lecture 11

 Because the concept of market can be defined in many ways, the stat
market size also can be defined in diverse forms.
 Professor Hermann Simon (author of Hidden Champion , 2007)
- It is quite difficult to classify market and to estimate the market size
- The definitions of market are usually multidimensional, not onedimensional.
- Especially, for new markets, it is more difficult to get accurate
information about the market size.
- To overcome the limitation of objective and quantified market
information, one should take a step nearer the market and the
customer

(Hidden Champion, 2007, pp.123-124)

160

Estimating the market size


Developing the forecast method
What happens to growth rates in five years?
Compound Annual Growth Rate CAGR

CAGR

Current size

1/
n

Initial size

n = years

Classified into contents related to real growth and nominal growth


Should select proper methodology considering the required time and accuracy
Should follow these core steps after developing the methodology
Development and record of hypothesis
Data collection
Estimation of market size
Verification and correction on the estimated market size
161

3. Corporate (Competitor) Analysis

Competitor s corporate overview and history


Establishment, overview of the business, organization in charge of business, vision,
ownership structure etc.

Organization structure
Number of employees and subsidiaries
Key financial information
Flow, history, pro forma financial information
Market position
Market share, geographic market, target customer segmentation
Product portfolio
Main product, price layer

Data source>
Annual report
Analyst s report
Website
Online survey
International firm DB
Interview
Trade association
Industry review
Journals
Industry Expert

Basic understanding of competitor itself and


corporate behavior
Light on the strengths and core competencies

The relationship between the industry value chain


Key suppliers and customers, distribution channel

Understanding of strategic position (for its


providing product/service, using channel)

Recent trends in R&D

Identifying the strengths and weaknesses of


each company within the industry

latest news

Strategic issues and action

Checking the defection in portfolio and


corporate capability
162

4.

M. Porter

Five Competitive Forces Model

Porter, M.E. (10) Competitive Strategy, Free Press, New York

Method for analyzing the corporate environment or


industry structure
Hypothesis There are five competitive forces in the
industry
- 3 threats of substitute, rivalry among existing firms
and new entrants
2 bargaining powers of suppliers and buyers
More sophisticated alternative of SWOT analysis
In TRM, this model is utilized to analyze the status, competitive environment or trends
comprehensively in the industry level, rather than the corporate level.

163

Five Competitive Forces Model

Porter, M.E. (17) How Competitive Forces Shape Strategy, Harvard business Review, March/April 17.
Porter, M.E. (10) Competitive Strategy, Free Press, New York, 10.
Porter, M.E. (200) The Five Competitive Forces That Shape Strategy, Harvard business Review, January 200

164

5. SWOT analysis


SWOT analysis is one of the first methods of strategic analysis, developed by Learned,
Christensen, Andrews, Guth at Harvard University in the 160s (origin of SWOT varies
some say that SWOT was developed by Humphrey at Stanford University)

Basic competitive position and strategy are decided by looking inside for strengths and
weaknesses and looking outside for threats and opportunities

Concept of SWOT analysis

Looking inside

Looking outside

weakness
strength

opportunity
threat

Strategic
decision
165

Elements and process of SWOT analysis

Factor in each cell can be replaced by various alternatives

Analysis factors in SWOT analysis


Helpful to Objective

Internal
analysis

External
analysis

Credibility
Reputation, Image
Economy of Scale
Patent (Original Technology)
Cost-competitiveness, Quality

Strength

Opportunities

Harmful to Objective

Rapid Market Growth


Changes in Customer Needs & Market
Economic Boom
Deregulation, Taxation Change
New Distribution Means
New Technologies

Strengths can be derived


from Opportunities
Note Optimism and
Pessimism

SWOT
Analysis

Strategic Absence
Junk Patent, Poor R&D Investment
Limited Distribution Network
High Prime Cost
Obsolete Products
Production Ability Lacking

Weakness

Threats

New Market Competitors


Substitutes Goods
New Technology
Tightened Regulations
Economic Downturn
Foreign Trade Barrier (Export & Import)

Is considered after
reviewing , 
Finding critical factor
166

6. Technology/product trend analysis (Technology development competition trend analysis)

Technology/product trend analysis is


to identify the potential of various new technologies under development which may
have direct/indirect influence on industry in current or future in the early step
to respond to development trends of various technologies

Targeting majorly on core technologies with big ripple effects


Including technologies expected to have big influence in the future, which is not currently applied in
the products

Generally, in Korean TRM, there is one stage for organizing and presenting technology trend.

Technology
trend
Product
trend
Market
trend
Competition
trend 167

. Analyzing industry value chains


Academic History of the Value Chain Approach

Value chain Approach comes from Michael E. Porter s book


Competitive Advantage (15)

Born in 14,
Professor of
Harvard university
Subdividing and analyzing corporate(organizational) activity into a series of valuecreating activities
168

Michael E. Porter s Value Chain Model (generic)


Primary Activities
Support Activities

Firm Infrastructure (General Management)

SUPPORT
ACTIVITIES

Human Resource Management


Technology Development
Procurement

PRIMARY
ACTIVITIES

Inbound
Logistics

Operations

Outbound
Logistics

Sales &
Marketing

Service and
Support

169

Porter s Model can be extend into the Value Chain System


Supplier value
chains

Part

Channel value
chains

Buyer value
chains

Organisation s
value chain

Material

Equipment

Rear industry
Industry Value Chain

Front
industry
170

Industry Value Chain

Utilized as industrial map

 Recent attempts to introduce in R&D planning, roadmap planning,


technology commercialization planning
- Determining the position of the company in the industry
- Enabling in-depth analysis of competition
- Enabling in-depth analysis of industrial development of a country
- First introduced in research report Innovate Korea by Ministry of Knowledge and
Economy in 00
- Full scale introduction in the energy technology roadmap in 00
- Not yet introduced in Japanese METI roadmap

 Analysis form

- System Structure/Manufacturing Process/Tech Tree + Player


- Classifying key components for distinguishing transaction (business) areas

 Potential for future development

- When combined with patent analysis, this can create new planning techniques
- Value Chain + Patent Analysis + Player Analysis
- Utilizied in comparative analysis of global business, international competitiveness of
global companies

171

1. Tech Tree


Selecting main products(top brand, theme) through environment analysis and strategy analysis 
tech tree construction  constructing realistic micro TRM
2 step Process
(1) area/product theme
purpose(definition)
function component technology derivation
(2) Grouping component technologies
core technologies, grouping
target product selection

 Tech Tree does not solely depend on expert opinion, rather, it


systematically analyzes market needs and identifies which
technology is required to reach expected level of performance based
on technological principles/methods and creativity
 Product(System) Architecture Design is a core competence
- It is important to reflect changing technologies via a rolling plan
and simultaneously clarifying them for future products

172

Constructing a Tech Tree


Deriving the objective function, and then the element technologies of each area 
shaping to a target product/technology

Objective function

Basic function

Secondary function

3 primary functions

Secondary function

3 primary functions

Element
technology
1

3 primary functions

Secondary function
Analysis
target

3 primary functions
3 primary functions

Basic function

Secondary function

3 primary functions

Element
technology
2

n primary function
n primary function

n primary function

3 primary functions

Target
product
1

Element
technology
5

Target
product
2

Basic function

Objective function

Problems need to be well defined.


Otherwise it causes catastrophe. (KAIST

)
173

Case Tech Tree of highly integrated semiconductor

Theme
highly
Integrated
Semiconductor

Objective function Basic function


High Capacity

Mass Information
Storage

Mass Information
Management

Secondary function

3 Primary function

Small Capacitor Use

Thin-film Gate Oxide Creation

High-K Material Cap Use

Thin-film Cap

Electrons Spin Use

Spin Direction Control

Rerroelectricity Use

Retention Increase
Exchange Bias Soupling Increase

Element technology

Target
product

Interface ThinFilmization
Technology

High Capacity
Semiconductor

Aerosol
Evaporation
Technology

Phase Transition
Material Use
Quantum Dot Use
Mass Information
Reproduction
Ultra

Fast Information

High Speed

Storage

Polarization Direction Use

Interface Control

Signal Control
Technology

High Precision

174

Evaluation of core technology Stage


Technology evaluation defines parameters which control the performance
characteristics of higher function, and uses it as evaluation criteria

Selecting immediately measurable indicators in the laboratory, not quantitative comparison like
5% compared to developed countries

Evaluating current level of competitor or world top level company, and comparing it with the level of
its own

175

Decision of technology acquisition method Stage


Deciding on the technology acquisition method based on results of core
technology evaluation
- Internal development, co-development, entrust development,
outsourcing
 Types of acquiring technology externally
- Joint venture
- Consortium
- Technology exchange agreement
- User-supplier relations
- R&D contract
- Licensing
Method

Technical lev
el

Emergency

Investment s
cale/level

Lifecycle sta
ge

Technical im
portance

Internal developm
ent

High

Low

Big

Early stage

Core

Low

High

small

Later stage

Peripheral

Co-development
Entrust developme
nt
Outsourcing

176

Expressing the result of Tech Tree by linking to Technology Roadmap


The objective function in Tech Tree is an important function concept which determines the business
value of the research theme(product/technology)
and utilizes this as trend keyword and organizes core technologies

177

2. Patent Analysis
Data Mining technique and visualization technology enabling patent mapping in 2-3
days (took 6- months before)

Patent Data Mining

Time-series analysis
Quantitative analysis using
bibliometric information

Patent
Mining

Patent Text Mining

Concept Mapping
Concept Clustering

Citation Analysis

178

2-1. Classification of patent search by purpose

Effort
Cost

State-of-the-Art Search
Identifying state-of-the-art technology
trends, trends of competitive
technology and R&D theme, analysis
on industry/company, investigating
research institute/researchers

Searching if the company is infringing other


company s patents

Infringement Search

Searching for deciding


patentability

Patentability Search
Right-to-Make Search
Searching for patents near
expiration date

Continuing Search

Validity Search

Licensee Search

Searching for invalidating


patents involved in lawsuit

Searching for licensee organization

Monitoring of new patent

R&D planning

R&D
Patent application

Business
Licensing

Patent litigation

Summarized by Dr. Moo-woong Kim (KRIBB)


179

3-1. Techniques used in Portfolio selection Growth/Share Matrix


 High market share does not always mean high return
good market power vs bad market power
Bad: lowering price for increasing sales, but not generating profit
Good: leading the market, and generating much profit

 Relative market share

Cost is determined depending on the relative market share


Production cost of a product gets lower as increased relative market share lowers production
cost per unit and increases margin
Gap, rate of return are more important as selection criteria

 The Boston Consulting Group(established in 163), introduced [market


growth with relative market share] matrix (BCG matrix) for corporate
management strategy
After then, other consulting firms suggested various combinations of matrix
Introduced in today s R&D planning for portfolio assessment system

180

BCG Growth/Share Matrix (Product Portfolio Matrix)


Characteristics of market cash flow by area
High

Star
Balance of cash
flow

(+,- both Possible)

Market growth

Cash Cows
Generate cash
Low

Dilemma

Starting point of
most businesses
Demand high
investment

Dogs
barely generate
cash, or generate
loss

High

Note: this is not


market size

General strategic flow

Low

Relative market share

Flow of strategy
Flow of cash

181

3-2.

Technology Portfolio Matrix

Technology Portfolio Matrix suggested by Booze & Allen. Application of BCG s Product Portfolio Matrix

Technology portfolio analysis


high

Bet

Draw
Techni
cal
import
ance

Initial stage (challenge)


- High added value, but high risk in technology
development. Uncertainty in product s market
demand and lifecycle

Growth stage (R&D investment)


- High add value
- Can create bigger demand by technology
innovation

Fold

Cash In

Declining stage (abandon/reduction)


- Market is formed, but low technologies are
applied

Maturity stage (maintenance/protection)


- Development of original technology is
completed, and is in production progress.
Decrease of technical importance

low

Technical maturity

high

Q. How this can be interpreted in terms of the Dynamic Innovation Model?


182

Portfolio analysis selecting core technology

Source: Bio Division Candidate, 00 Strategic


Technology Development project (Aptamer)

1.
2.
3.
4.

Main category
Discovery and application
of Aptamer

Sub category

SELEX
Aptamer Conjugation
Diagnosis-body fluid analysis
Post Translational Modification, protein
complex
5. Metabolite and harmful materials
6. Membrane proteins
7. Point-of care
. Imaging
. Aptamer drug
10. Building block, enzyme production
Technology portfolio analysis

Market portfolio analysis


high

high
4
4

Market
growth

Technology
importance

6
1
2

10

Relative market share

10

low

high

low

Technology maturity

high
183

3-4. TRL(Technology Readiness Level) of NASA, US


TRL is an evaluation criteria for measuring the maturity level of relevant technologies for
producing/operating the system, composed of core component technology or a combination of
component technologies during technology development

Consists of steps from basic experiment (step 1) to commercialization (step )


Currently utilized as criteria for determining R&D period and budget size

Range of development support

Range of support is flexible

184

Guideline for TRL(Technology Readiness Level)


Step

Technology Readiness level

Description

TRL 1

Basic principles observed and rep


orted

This is the lowest "level" of technology maturation. At this level, scientific research begins to be translated into appl
ied research and development.

TRL 2

Technology concept and/or applic


ation formulated

Once basic physical principles are observed, then at the next level of maturation, practical applications of those ch
aracteristics can be 'invented' or identified. At this level, the application is still speculative: there is not experimenta
l proof or detailed analysis to support the conjecture.

TRL 3

Analytical and experimental critical


function and/or characteristic proof
of concept

At this step in the maturation process, active research and development (R&D) is initiated. This must include both
analytical studies to set the technology into an appropriate context and laboratory-based studies to physically valid
ate that the analytical predictions are correct. These studies and experiments should constitute "proof-of-concept"
validation of the applications/concepts formulated at TRL 2.

TRL 4

Component and/or breadboard vali


dation in laboratory environment

Following successful "proof-of-concept" work, basic technological elements must be integrated to establish that the
"pieces" will work together to achieve concept-enabling levels of performance for a component and/or breadboard.
This validation must be devised to support the concept that was formulated earlier, and should also be consistent
with the requirements of potential system applications. The validation is "low-fidelity" compared to the eventual sys
tem: it could be composed of ad hoc discrete components in a laboratory.

TRL 5

System/subsystem model or protot


ype demonstration in a relevant en
vironment (ground or space)

At this level, the fidelity of the component and/or breadboard being tested has to increase significantly. The basic t
echnological elements must be integrated with reasonably realistic supporting elements so that the total applicatio
ns (component-level, sub-system level, or system-level) can be tested in a 'simulated' or somewhat realistic enviro
nment.

TRL 6

System/subsystem model or protot


ype demonstration in a relevant en
vironment (ground or space)

A major step in the level of fidelity of the technology demonstration follows the completion of TRL 5. At TRL 6, a re
presentative model or prototype system or system - which would go well beyond ad hoc, 'patch-cord' or discrete co
mponent level breadboarding - would be tested in a relevant environment. At this level, if the only 'relevant environ
ment' is the environment of space, then the model/prototype must be demonstrated in space.

TRL 7

System prototype demonstration in


a space environment

TRL 7 is a significant step beyond TRL 6, requiring an actual system prototype demonstration in a space environm
ent. The prototype should be near or at the scale of the planned operational system and the demonstration must ta
ke place in space.

TRL 8

Actual system completed and 'fligh


t qualified' through test and demon
stration (ground or space)

In almost all cases, this level is the end of true 'system development' for most technology elements. This might incl
ude integration of new technology into an existing system.

TRL 9

Actual system 'flight proven' throug


h successful mission operations

In almost all cases, the end of last 'bug fixing' aspects of true 'system development'. This might include integration
of new technology into an existing system. This TRL does not include planned product improvement of ongoing or
reusable systems.

185
Source: Mankins(1995) TECHNOLOGY READINESS LEVELS A White Paper, Office of Space Access and Technology, NASA

1.

1. Roadmapping in Korea

Sep. 200

4st Integrated Technology Blueprint (35 areas incl)


3rd Integrated Technology Blueprint (31 areas incl)
2nd Integrated Technology Blueprint (31 areas incl. 10,36 core technologies)
e-TRM (web-based planning system, www.mae.or.kr)
1st Integrated Technology Blueprint (26 areas, ,316 core technologies)

Jan. 200

Strategic TRM (15 areas incl. semiconductors)

Jul. 2007

Integrated TRM (21 areas)

May. 2007

6th MCTRM (10 areas incl. chemical materials)

Aug. 2006

5th MCTRM (10 areas incl. chemical materials)

Jul. 2006

2nd ATRM (6 areas incl. propelling equipment)

Jul. 2006

5th ITRM (20 areas incl. NIT materials)

Nov. 2011
Oct. 2010
Oct. 200
Aug. 200

May. 2006
Oct. 2005

Jan. 2005

1st Energy TRM (10 areas incl. local energy)


4th MCTRM (10 areas incl. robotics)

1st Aerospace TRM (6 areas incl. propelling equipment)

Oct. 2004

4th ITRM (5 areas incl. next generation display)

Sep. 2004

3rd MCTRM ( areas incl. semiconductor manufacturing equipment)

Aug. 2003

2nd MCTRM (7 areas incl. electric materials)

Jun. 2003

3rd ITRM (12 areas incl. SoC semiconductors)

Aug. 2002
Jul. 2001

Sep. 2000

Growth Stage
( 05 onwards )

1st

Material & Components TRM (6 areas incl. electronics)

2nd ITRM (6 areas incl. multimedia)

1st Industry TRM (6 areas incl. wireless communication devices)

Initial Stage
( 00~ 04)0

Why ITB?
8

Green Growth Strategy

Strategies for New Growth Engines

Steer towards a new development strategy


through new growth engines

Support both core industries and knowledge


service industries

Provide a better quality of life with a better


environment

Integrate technology between manufacturing


& service industries, IT and core industries,
energy and environment industries

Participate on an international level to prevent


global warming

Diversify policies that consider market


conditions and the various stages of growth

Integrated Technology Blueprint

will lead to R&D projects that are strategic, provide continuity and
achieve competitive advantage

Scope & Application

SCOPE

A technology strategy platform that integrates industry, IT, and energy


Provides an integrated direction on MKE s 14 core strategic areas as well as R&D investment portfolios

Integrated Technology Blueprint  Roadmap for R&D program  R&D planning

A systematic approach to be utilized as a guideline for planning, evaluating and funding R&D projects for the next 10 years

APPLICATION

Integrated Technology
Blueprint

Technology Roadmap
for R&D programs

R&D project planning

Prog.#1
PATENT

Industrial generic Technology

STANDARD
INFRA

R&D project #1

Prog.#2

R&D project #2

Prog.#3

R&D project #3

Core Applied Technology

Development Technology

Process
10

Analysis

Analyze megatrends for the 14 strategic areas and derive a core technology
system
(A joint effort involving 4 individuals using a bottom up approach, resulting in the formulation of
,1 core technologies)

Propose annual core technology R&D goals for the next 10 years (through 2017)

Linkage

Link the system with ongoing projects and major roadmaps (Review R&D projects
for the last 7 years)
Link patent analysis results with those of U.S., Japan and the EU

Classification

Integration

Classify and rate technologies by marketability, generic, R&D capability


Categorize R&D strategy by timeline (short/medium/long term) and
international cooperation
Discover links between core technologies of different areas (Determine supply-demand
relationship between technologies and provide possible seed technology scenarios)
Allocate roles for individual R&D program

Result
R&D Strategies of Core Technologies

11

Technologies By Industries
Core Technologies
Category

High
class

Middle
class

Low
class

Robot

22

Bio

Medical Device

Industry

Shortterm
R&D

Mid-term
R&D

Longterm
R&D

Intl
Cooperation

Total

67

11

177

35

223

11

37

23

76

31

131

13

55

36

100

18

154

Automobile

29

73

51

198

49

299

Shipbuilding

15

41

21

115

31

167

New & Renewable energy

10

40

120

124

222

53

404

28

139

77

370

38

488

Display

75

57

243

37

345

Semi-conductor

27

96

59

215

13

295

Info & com Media

ICT Media

11

47

164

102

606

65

773

Next Generation Mobile


Communication

37

79

449

46

574

Communication Network

BcN

19

72

27

331

32

395

Robot
BioMed Appliance

Delivery System
New Renewable energy
Electric & Atomic Power

Electric Power

Nuclear Power

E-info Device

Result
R&D Strategies of Core Technologies

12

Technologies By 6 functions
Core Technologies
Category

High
class

Middle
class

Low
class

Metal

56

Chemistry

Textile

Industry

Industrial Material

Shortterm
R&D

Mid-term
R&D

Longterm
R&D

Intl
Cooperation

Total

77

69

208

44

326

23

101

29

214

43

287

13

39

59

137

20

216

Industrial tech fusion

IndustryTechnology Convergence

40

139

68

340

234

646

Knowledge Service

Knowledge-based Service

41

129

75

382

25

482

Production base

17

63

130

466

196

794

Production System

27

104

16

278

41

335

Green Manufacturing

13

41

25

133

14

172

Information Security

19

99

38

282

15

337

S/W

40

179

128

459

29

10

626

U-Computing

14

79

29

210

31

270

Energy Efficiency

31

97

21

273

16

311

Greenhouse Gases

10

27

59

24

86

Natural Resources

13

41

15

138

27

180

136

621

2,191

1,372

6,681

1,207

56

9.316

Purity product base

S/W

Computing

EnergyResource

Total (26 Industries)

Application
Apply to Design Long & Mid term R&D Portfolio

13

Maximize Efficiency of R&D Investment of MKE


Before

Material Generic
Technology

Fundamentality of
Technology

Fundamentality of
Technology

Next Generation

After

R&D Program

R&D Program

Materials &
Components
Technology
Regional
Technology Cluster

R&D Program

Industrial Generic
Technology

Impact

R&D Program

R&D Program

Regional
Technology Cluster
R&D Program

R&D Program

Intra
Industry

Material Generic
Technology

Inter
Industry

Intra
Industry

Impact

Materials &
Components
Technology
R&D Program

Inter
Industry

Application
14

Semi Conductor

Display

Low-resistance transparent
Conductive Oxide Material
Technology

Transparent conductive oxide


alternative material
technology

High transmission BIPV


module technology

Light weight thin glass


substrates manufacturing
technology

Chemistry
High optical absorption
low-price Si material
technology
High efficiency
photoelectric conversion
technology
Si material technology by
gas reaction method

New &
Renewable
Energy
Nano Thin Film Silicon
Solar Cell(14% efficiency)

Manufacturing
Base
High efficiency
multilayer film coating
technology
Silicon coating
technology
Antireflection film
coating technology

3. Comparison of On-Line Roadmap Development

Korean Technology Roadmap site


- www.mae.or.kr
Maps for Advanced Era (hawk in Korean)
World s first real-time support of e-TRM
planning by government, 00
Japanese Technology-Strategy Map site
- www.nedo.go.jp/roadmap KAMOME(seagull in English), 00
Just offering relevant information online
198

4. MOTIE TRM Maps for Advanced Era


2013

Beyond Opportunities

Connect via Explorer


Not available from Chrome
www.mae.or.kr

Free signup, view available


Roadmap commissioner can
access Planning Space
Plenty of reference materials
199

Current R&D planning system of MOTIE I


R&D process of MOTIE

Preliminary work

Policy

Mid-long
term plan

R&D support work

Project
planning

Evaluation,
management

Post work
Performance
diffusion

R&D strategy
establishment,
demand survey
and project
planning
Operating project
bank

Contents

Agency

MOTIE

KEIT, KETEP,
KIAT

KEIT, KETEP,
KIAT

Reference: KIAT, KEIT, KETEP, Office of Strategic R&D Planning

KIAT

Current R&D planning system of MOTIE I


IndustryTop-Down
planning

technology
roadmap
KIAT

Technology
Bottom-Up

Project
planning

KEIT

demand survey

planning
KEIT
-

KIAT industry-technology roadmap(Top-Down) Presenting promising items and R&D strategies


needed for industrial development, focusing on the change of market and technology
depending on macro-environmental change
* Roadmap planning(KIAT) : conducted in January-July

KEIT Technology demand survey(Bottom-Up) Conducting technology demand survey to


reflect the needs of private(consumer) before promoting project planning every year, and
utilizing the result in project planning
* Technology demand survey(KEIT) : conducted in July-August
201

1.

Industrial Environment Analysis Process

Programs

Contents

Industrial Fundamental Technology

Key Basic Industries Capacity Building / Promising


Industry Incubation

Development
Materials & Components Technology
Development

Global Excellent Technology Innovation

SME Technology Development

Others

Core Components Original Technology


Development

SMEs Globalization

SMEs Technologies & Products Development


Support
Technology Development for Promising Market
Preoccupation & Import-substitution

203

Industrial Environment Analysis Process


Long Term
Short Term
Strategy Oriented

Demand Oriented
204

204

1. Industrial Fundamental Technology Development Program


Purpose
Develop and secure the world leading technologies that supports new
market creation

2. Materials & Components Technology Development Program


Purpose
Develop innovative base technologies for core materials and components
industry development and world procurement market access
 Core M&C Competitiveness Building : WPM(World Premier Materials), Core Material Original Technology,
Strategic Core Material Technology Development, Core Military Material Development
 Convergent M&D Development : Consumer-linked R&D, Venture-style Professional Technology R&D, Investor-Linked R&D

205

3. Global Excellent Technology Innovation Program


Purpose
Assist SMEs to develop core technological capabilities to strengthen
global competitiveness
Section of Detailed Program
1. Main / New Industry

2. IT

(1) Advanced Technology Center

(9) Promising IT Industry / IT Convergence Field

(2) Textile Life Stream Cooperation


(3) Marine Leisure Equipment Development
(4) Personal Vehicle
(5) Cutting-edge Research Equipment Technology
(6) Clean Production Infrastructure Technology
(7) Professional Design Technology
(8) Creative Industrial Technology

206

4. Manufacturing Equipment Tech. Development Program


Purpose
To foster technical competitiveness for industrial machineries in 7
new growth engines
(Semiconductor, Display, LED, Green Transport, Bio, Medicine, Broadcasting Equipment)

5. Aerospace Materials Development Program


Purpose
To foster technical competitiveness of Aeronautic components

207

6. Intelligent Car Development Program


Purpose

To foster technical competitiveness of intelligent mobility solution

7. Super Material Convergent Product Development Program


Purpose

To foster technical competitiveness of functional textile

208

8. Design Firm Capability Development Program


Purpose
To foster design firms innovative & creative capabilities to develop
innovative products

9. Quality of Life Technology Development Program

Purpose

To offer technologies to increase the wellbeing and life of publics for


sustainable development

209

10. Core Medical Equipment Development Program


Purpose
To develop technologies to bring life supporting medical devices to
market faster

11. Industry Converge in Promotion Program


Purpose
To bring together tech. capabilities to create new converging
products and streamline approval process
To Facilitate distribution and use information related to industry
convergence
210

12. Industrial Standardization & Certification Program


Purpose
To support product safety, testing, standardization for more
efficient R&D
To protect public interest by supporting measurement and testing

13. Future Flagship Program


Purpose
To develop technologies with potential to lead to new industries and
ecosystem
- Risk reduction in high-risk industrial sectors211through large-scale government-led
innovative R&D programs

1.

Technology Transfer

Tech.
commercialization
Technology Business
Incubation
Technology Commercialization fund

Commercialization
investment

Support Foreign Technology Marketing Expenses

Tech. market

Construct technology
market data
Technology Registration
Management System

TV
Verification

Idea evaluation

TS
Tech. supply N/W

Technology transfer
agent

TM

Build technology transfer


database

Create the foreign technology


transfer network
Create the domestic
technology transfer network

Issue TBS

TI

Technology transfer
institutions

Support technology
transfer expenses
Support technology
evaluation expenses
Support
commercialization
loans
Training Technology
Transfer/evaluation
professionals

Technology evaluating institutions/


professionals pool
Develop the
technology/company
evaluation model

Research &
Business Development

Technology Transfer Policy


Korea has developed diverse programs for technology commercialization. And some the programs provided
insights to other developing countries. Economic growth of Korea depends on the policy related to technology
and technological innovations. In this regard, Korean government places great emphasis on stimulating
technology business and on promoting climate conducive to technology market.

Open Innovation

R&D

A&D (acquisition & D)

C&D (connect & D)


Other firms
market
License, spin out,
divest

Our new
market

Internal
technology base

Internal/external
venture handling
External technology insourcing
External technology base

Our current
market

1. The purpose & scope of the policy

Technology transfer and commercialization support

Purpose

Improve efficiency of national R & D


To grow technology innovation of SMEs and venture companies

External
Technology

Scope

Existing
Technology

R&D
Process

R&D

Technology
resources

Commercial
ization
process

Product

Commercialization

Business
process

Market

Growth

2. Necessity of government support


The cost of Commercialization is more 10~100 times than R&D
(USA, The Department of Commerce)
It takes 10years to make profit from developing 1 technique
(Stanford TLO)
Division

Current state

National R&D Investment

World No.6 ($45billion, PPP)

R&D/GDP

Israel 4.40%> Korea 4.03%(World No.2, 2011)


Sweden 3.40%> Finland 3.%> Japan 3.26% > Denmark 3.06%

Technology transfer rate

Canada31.1% > korea 26.0% > USA 25.% > EU 22.% (2011)

Budget

USA(SBIR) 2.5% > Korea 0.% (2010)

R&D
Investment

R&D
Commercialization

3. Progress of support policy

000 Establishing technology transfer promotion law


001 Establishing KTTC / Operating NTB (Network for Tech-Biz)
001 Appointing technology transfer/assessment institutes
00 Establishing and supporting RTTC (Regional technology transfer center)

00 Supporting TLO(Appointed 1 universities, 10 research institutes)


Forwarding R&BD(R&D & Business Development)
00 Making legal ground of patent trust management
(Technology transfer promotion law)

00 New growth engine fund, EEN


010 Establishing MOT(Management of technology), Operating green certificate system
Establishing intellectual discovery, creating technology holding company
01 Operating policy of company specializing in commercialization
01 Creation of Death valley fund(DVF)

1. TLO(Technology licensing office)

Supporting TLO, appointed 1 research institutes like KETI


(Korea Electronics Technology institute), etc (01)
(within 0.billion won per institute)

Supporting 11 technology holding companies like Seoul university technology


holding company, etc
(within 0.15 ~ 0.5 billion won per institute)

Supporting consortiums like Chungnam+Gangwon , Jeju TP, etc (01)

2. Supporting international cooperation

Global cooperative
Network construction

Excellent technique
development

Support for
global consulting

Excellent coperation
Overseas expansion

Organizing GCC (Global Commercialization Center)


- Supporting total support system like market research according to technology,
marketing, consulting, etc.
- Finding excellent technology corporations that wanna oversea expansion 11cases,
conclusion of a contract 1cases

EEN technology registration 1cases, Technology intercession 45cases,


conclusion of a contract 15cases(01)

Analyzing international technology trend/strategy  Establishing strategy of local


industry  Export of techniques

3. Support of operating patent asset


IP Incubation

Establishing and operating an Intellectual discovery

Technology trust and gratuitous donation

(Gratuitous donation) cases (54 )


(Technology trust) cases (01 ) (01)

Build up IP business infra

Operating a IP business specialist fostering system


Operating a global IP business forum
Supporting establishment of Intellectual Property Right roadmap

4. R&BD(Research and Business Development)


Life Cycle>
[The early stages of commercialization]

[R&D]
Research

Development

Government
R&D funding

Technology
development

Prototyping

Market
test

Commercialization
Death Valley

Production

[Growth]
Marketing

Corporate
growth

Venture-Capital funding
Cash Flow
(Time)

Death Valley Fund


R&D
Achievements

Commercialization of R&D Achievement

Business
Expansion

Support funds for commercialization and special consulting


Government
Leading

Raise the value of developed technologies and companies

Create new industries and markets


Create new jobs

Dynamic force
for creative
economy

5. R&BD(Research and Business Development)

Businesses with the capacity to promote the commercialization and key


technologies required for commercialization of excellent business model
performed by the consortium

Businesses with the capacity to promote the commercialization and


key technologies performed by organizing industry academic research
consortium (within 5billion won/years, Less than 0 % of total project cost)

Institutions carried out to support the commercialization of the technology of SMEs

6. New growth engine fund

Expedite innovation and commercialization of technology and grow globally


competitive SMEs
Induce investment from private sector domestically & globally to promote
a substantial increase in high-quality jobs.

Investment Theme

High-tech Convergence

Green Technology
Bio Technology
R&BD

GP

Established time

Total fund size

STIC

00. June

KTB-Meritz

00. Aug

Lindeman Asia

011. Oct

100

IBK-AUCTUS

00. Aug

15

KDB-Daewoo

00. Dec

100.1

Hanwha-OBP

010. Dec

KDBC

011. Nov

50

L&S

011. Oct

40.

Total

27.6

7. Death Valley Fund Overview

Name

Death Valley Fund

Size

KRW 5 billion (approx. US$5 million), One fund


* Government : KRW 1.5billion, Private : KRW 5.5billion

Primary Goal for


Investment

Focus a investment on SMEs in commercialization process after


governmental R&D project
* more than 0% of total fund size should be invested on primary goal
* at most KRW billion could be invested per company

Term

years total term, years investment term


* years extension is available

Operation Purpose

Facilitate development of SMEs by raising the commercialization


success rate and creating new jobs

. Operating R&D commercialization supporting bank


[Cooperation system]

MKE

Target for
support

BANK

60% deposit

R&D
supporting
institute

IBK

Guarantee

about 10billion
won loan/year
Guarantee rate
(5% 0%)

Operating
profit

Prime rate
Professional
consulting

2013 R&D funds


About
3,300billion won

Woori
40% deposit

about 120billion
won loan/year

SMEs
(success in
technology
development)

Guarantee fee
0.3%p reduction

Korea
technology
finance
corperation

. Nurturing MOT Professionals

Fostering CTO of enterprises

Making a international internship system and reinforcing a school-work links


(Form a MOT infra) Forming a management of technology group
(Industry, Academic, Research)
Fostering of specialist on technology management

10. Global Curriculum

Overview
Support system : Performing through 4 institutes
Object : Venture, Public research institute

Purpose Global practical skill + Networking


Reinforcement of global practical skill
- Benchmarking of Global leading technology commercialization
: Learning methodology of SRI, Steinbeis, Oxford
: Benchmarking of global enterprises
: Provide Case-Studies
Support for networking building
- Local technology commercialization institutes
(ex. WOIS, SRI, Oxford university, Steinbeis, etc.)
- Operating EEN(Enterprise Europe Network)

. New Growth Engine Strategy (1)

Increase EVA
by 12% every year

Create jobs
64

(KRW Trillion)

37

144

222

'0

350

(10,000 persons)

'13

'1

'0

'13

230

'1

230 1

. New Growth Engine Strategy (2)

Alternative Energy
Low-Emission Energy
LED Applications
High Temperature
Water Treatment
Green Transportation
System
High-Tech Green City

IT Convergence
Broadcasting-Telecom
Convergence
Robotics
Materials & Nano Tech
Convergence
Biotech Medicine &
Medical Devices
High Value Added
Food Industry

Global Healthcare
(medical) Service
Global Education
Service
Green Financial
Service
Digital Contents &
Software
MICE &
Tourism Service

MICE (corporate Meeting, Incentive travel, international Convention, Exhibition related industry)

. New Growth Engine Strategy (3)

Reform (revise) regulations


 Enactment of broadcasting-telecom law,

R&Ds to achieve application


Technologies
 LED, IPTV, Hybrid-car technologies, etc.

reformation of medical law, etc.

Pilot projects for demand creation in


public sector
 Green-Home 2 Million project, U-city
pilot project, obligatory usage of
renewable energy in public institutions, etc.

Incentives for promoting privatesector investments


 Tax incentives for green-car, etc.

Basic R&Ds to achieve core


technologies
 Alternative energy technology,
nano-fusion-new material technology, etc.

Human resource development program


 Supporting pilot university, special human

resource development program, etc.


232

. New Growth Engine Strategy (4)

Alternative energy (wind,


waste conversion)

High temperature water

Alternative energy

treatment

(ocean bio-fuel)

High value added food


Industry

Low-emission energy

LED applications

Robot applications

Global healthcare service

Global education service

High-tech green city

Green financial service

Materials & nano-tech


Biotech medicine &
medical devices

Broadcasting-telecom
convergence
IT convergence

(CO Capture & Storage)

. New Growth Engine Fund Overview (1)


Objectives

Expedite innovation and commercialization of technology and grow


globally competitive medium-sized companies.
Induce investment from private sector domestically & globally to
promote a substantial increase in high-quality jobs.
Capital

R&D

Lack of Capital
Needed Capital
Available Capital
Capital Gap

Death valley
(New Growth Engine
Fund)

Research

Development

Start-up

Pilot

Growth

Expansion

IPO

Time

. New Growth Engine Fund Overview (2)


2

Korean Mid-market Companies

Number of Companies by Size in Korea

Globalization


4,266 Large-size
Companies(0.1%)

Increase sales through global expansion.

Opportunity

4,13 SME-size.
Companies (3.1%)

Area

Succession Issue


2,23,64 Small
size companies

Corporate Restructuring

(6.7%)


Source Small and Medium Business Association ( SMBA )
(200, n 3,022,053)

Family owned businesses face challenges in


passing on ownership to later generations.

Improve operational efficiency through


corporate restructuring.

235

. New Growth Engine Fund Overview (3)


3

Area & Amount of Investment


Fund Type

Investment Areas (New Growth Sectors)

Green Growth Fund

Alternative Energy, Low-Emission Energy, LED Applications, Green


Transportation System

High-Tech
Convergence Fund

IT Convergence, Broadcasting/Telecom Convergence, Robotics,


Materials/Nanotechnology Convergence, Biotechnology medicine and
Medical devices

Knowledge-based
Service Fund

Contents and Software

Contents and software may be considered as a subset of the High-Tech Convergence


Fund at the discretion of the fund manager.

Seed money from Korean Government(00) : 110 billion won


(approx. USD million)
Total amount of fund expected(00) : 50 billion won
(approx. USD 00 million)
7

. New Growth Engine Fund Overview (4)


4

Eligible Candidates (Entity Type)


Foreign investors are eligible to participate in the fund as Limited partners (LPs) or General
partners (GPs).
In 200, 35 proposals from 51 fund managers (including 11 foreign fund managers) were
submitted. (Competitive rate 71)

Entity Type

Investment Vehicle (Korean law)

PEF (Private Equity Fund)

PEF corporation as defined by Article 26 of the Capital Market


and Financial Investment Business Act

New Technology Limited


New Technology Limited Partnership as defined by Article 41
Partnership
Clause 3 of the Credit Specialized Financial Business Act
The above list is not exclusive, and may be expanded at the discretion of the KIAT.
Venture Limited Partnership as defined by Article 10 of the
Venture Limited Partnership
Support for Small and Medium Enterprise Establishment Act

. New Growth Engine Fund Overview (5)


5

Fund structure

KIAT Capital Commitment


Fund manager s Capital
Commitment
Size of the Fund
Mandatory Investment
Ratio
Term
Draw Down

Up to 20% of the aggregate capital commitments


Minimum 1% (or more) of the aggregate capital commitments
The minimum aggregate capital commitment should be more than KRW
100 billion (approx. US$0 million)
A minimum of 50% of the total fund must be invested in
New Growth Sectors as designated by the Korean Government
years until dissolution, 2-year extension is available
Capital Call (Capital commitments shall be drawn down
as close as possible to the time such funds are required)
Commitment Period (Investment period) Maximum 2.5% of the aggregate
capital commitments (payable quarterly in advance)

Management Fee

* After Commitment Period One of the following two options Maximum 2.5% of the invested amount (quarterly average balance)
An incremental decrease in the fee rate over the life of funds
maximum 2.5%
Investment Period
- 4 years (for an -year term), 5 years (for a 10-year term)

. New Growth Engine Fund Overview (6)


6

Fund structure

Distributions

Each investor will receive an amount equal to all capital contributions they
made.
Hurdle Rate (IRR) Minimum 5%
Carried interest for fund managers 20% of the amount in excess of the
hurdle rate
The option to acquire the shares held by the Korean government , within
the commitment period, is offered to both GPs and LPs.
(Minimum rate of 5year treasury bond +1%)

Keyman Clause

The designated keymen are prohibited from making any further new
investments or raising a new fund until 70% of the total fund has been
invested out.

Geographic Focus

A minimum requirement of 0% of the total fund must be invested in Korean


companies (this includes foreign companies registered in Korea, joint venture
with foreign companies, and overseas based Korean companies).
This
requirement will be lowered to 60%, if at least 30% of the total fund amount is
derived from foreign investors.

10

III. Winners of 200 (2)


1

IBK-AUCTUS Consortium (Green Growth Fund)

Green Growth Fund


(approx. $80 million)

Deal Sourcing

Value Add

Globalization

Exit

Global Green
Company

11

III. Winners of 200 (1)


2

KDB-Daewoo Securities Consortium


(Green Growth Fund)

Consortium
Deal Sourcing
(SK Energy, LG,
Samsung etc.)

23 Years old of private


equity experience

Global Networking &


Technical Support
Green Growth Fund
(approx. $0 million)
Alternative Energy, Low-Emission Energy, LED Applications, Green
Transportation System etc.

12

III. Winners of 200 (3)


3

STIC Investments (High-Tech Convergence Fund)

Local Investors

Global Investors

Korean Government
(KIAT)
Financial/Strategic
Investors
Pension Fund
Local Bank
Large Corporates

Parallel Fund
STIC
IT Convergence
Fund
(Local Fund)

STIC
Asia Mid Market
PE Fund II
(Global Fund)

Financial Institutions/
FoF/HNWI

Europe
North America
Asia
Middle East

High-Tech
Convergence Fund
(approx. $ 10 million)
IT convergence, broadcasting/telecom convergence, robotics,
materials/nanotechnology convergence, biotechnology medicine
and medical devices, etc.

13

III. Winners of 200 (4)


4

KTB (High-Tech Convergence Fund)


Sponsor
(KTB, !)

Advisory
Council

General Partner
(Joint Venture)

Limited
Partners

Offshore
Investment
Fund

Fund
Management
Company

High-Tech Convergence Fund


(approx. $0 million)
Company A

Company B

Company C

Company D

14

III. Winners of 200 (5)


5

BURRILL-KB KOREA (Bio Fund)


200 NEW GROWTH ENGINE INVESTMENT FUND

BURRILL-KB KOREA Fund I


Investment Consulting &
Global Network

Co-Fund Management
KB INVESTMENT

Strong financial network of KB


Financial Group

and many more

BIO Fund
(approx. $ 80 million)

Global Top-tier Bio-Medical


Investment Company

Biotechnology medicine and Medical devices, Bio-Similar, Pharmaceutical


companies, Bio new productive development projects, etc.

15

DIEZ RAZONES PARA ROADMAP


________________________________________
Desarrollo y gestin de productos exitosa requiere que un equipo de producto a manejar
las complejidades de la produccin de una serie de productos a los costos adecuados, con
las caractersticas adecuadas, y el uso de las tecnologas ms adecuadas. ProductoTecnologa Roadmapping lidera un equipo para crear un plan que integre las necesidades
de mercado y del cliente, la evolucin del producto y la introduccin de nuevas tecnologas
en el comienzo de su viaje de desarrollo. La hoja de ruta se asegura de que las lagunas en
el plan se identifican y se pueden cerrar cuando sea necesario en el futuro. Tambin sirve
como una gua para el equipo durante el viaje, lo que les permite reconocer y actuar sobre
los eventos que requieren un cambio de direccin. Y las hojas de ruta se comunican el plan
del equipo para los tomadores de decisiones de cartera, a los clientes ya los socios y
proveedores.
1. Roadmapping es slo una buena planificacin, para todas las reas que contribuyen a
una exitosa lnea de productos. El proceso de hojas de ruta conduce un equipo de
planificacin multidisciplinario a fin de examinar plenamente el potencial de las
estrategias competitivas y formas de implementar esas estrategias. Decisiones
tecnolgicas se hacen como parte integrante del plan, no slo una idea de ltimo
momento.
2. Roadmaps incorporan un elemento explcito de tiempo. Roadmapping ayuda al equipo
asegrese de que van a tener las tecnologas y capacidades en el momento en que se
necesitarn para llevar a cabo su estrategia.
3. Roadmaps Vincular la estrategia de negocio y de mercado de datos con las decisiones
de productos y tecnologa. Roadmapping pide un equipo para ser especfico con
respecto a las caractersticas o de las prestaciones previstas en trminos de valor para
los clientes.
4. Roadmaps revelan deficiencias en los planes de producto y tecnologa. Las reas donde
se necesitan planes para alcanzar los objetivos se hacen evidentes de inmediato, y se
pueden rellenar antes de que se conviertan en problemas.
5. Roadmaps prioridad a las inversiones en base a los conductores. En cada etapa del
proceso de hojas de ruta, la atencin se centra en las pocas cosas ms importantes: las
necesidades del cliente, drivers de productos o inversiones en tecnologa. El equipo se
llev a identificar, implementar, desarrollar o adquirir las cosas ms importantes en
primer lugar, el gasto de tiempo y recursos de la mejor manera. Tambin, con un
conjunto de planes de trabajo en un formato comn, los tomadores de decisiones
cartera estn mejor equipados para hacer las compensaciones y las opciones que
cumplan con los objetivos de la corporacin.
6. Roadmapping ayuda a establecer metas ms competitivos y realistas. Objetivos de
rendimiento del producto se establecen en trminos de la industria panorama
competitivo. Por ejemplo, curvas de experiencia son una herramienta especialmente
til para establecer objetivos basados industria. Reconociendo que una estrategia de
producto ganador por lo general no puede ser todo para todas las personas, el equipo
establece objetivos para dirigir, mantener la paridad, o quedarse competidores en
reas especficas.
7. Planes de trabajo proporcionan una gua para el equipo, lo que permite al equipo
reconocer y actuar sobre los eventos que requieren un cambio en la direccin. Parte
del proceso de desarrollar un plan de trabajo es crear una hoja de ruta de riesgos,
identificando aquellos eventos o cambios en las condiciones que sealan la necesidad
de reevaluar y revisar el plan durante el viaje de desarrollo.
8. hojas de ruta Sharing permite el uso estratgico de la tecnologa a travs de lneas de
productos. Revisiones Crossroadmap miran a travs de los planes de varias lneas de
productos para encontrar las necesidades comunes, las capacidades que se pueden
aprovechar, o los costos de desarrollo que se pueden compartir. Planes de trabajo

ROADMAP

Pgina 1

tambin pueden apoyar a una base de datos corporativa comn de las tecnologas
disponibles o necesarios.
9. Roadmapping comunica negocios, la tecnologa y el producto previsto, los miembros
del equipo de gestin, clientes y proveedores. Con una hoja de ruta, un equipo puede
explicar claramente a los clientes y proveedores en los que se van. Una hoja de ruta
ofrece a los clientes la informacin que pueden utilizar en su propia planificacin, y se
puede utilizar para solicitar su reaccin y orientacin. Con los proveedores, una hoja
de ruta es un marco para el establecimiento de la asociacin y las direcciones. La hoja
de ruta tambin le dice al mayor equipo de desarrollo, la gestin empresarial, y otros
equipos de desarrollo donde se dirige la lnea de productos.
10. Por ltimo, las hojas de ruta se basa el equipo de desarrollo. El proceso roadmapping
construye un entendimiento comn y la propiedad compartida del plan, incorporando
ideas y puntos de vista de los miembros del equipo que representan las muchas
funciones que intervienen en un proceso de desarrollo exitoso.

ROADMAP

Pgina 2

Qu es una hoja de ruta del producto? Qu es un plan de trabajo de ingeniera?


Hojas de ruta de los productos pueden ofrecer una organizacin, sobre todo un desarrollo
de software uno, con la diferencia fundamental entre el xito y el fracaso en la
comercializacin y distribucin de software, servicios o productos en el mercado.
Aunque normalmente la competencia de un gerente de producto o director, otro directivo
(proyecto, programa) o ejecutivo tambin puede ser acusado de preparar y presentar un
plan de producto o la ingeniera, y si se prepara correctamente, puede ser muy eficaz.
Los beneficios de los planes de trabajo pueden incluir la retencin de los principales
clientes, socios de negocio y canales, y la ingeniera de productos y hojas de ruta
hbilmente puede guiar los esfuerzos estratgicos de una empresa de planificacin e
ingeniera.
Por sorprendente que pueda parecer, me he encontrado con frecuencia, dentro de las
organizaciones de desarrollo que he trabajado en el rea de Boston, la falta de tipos de
artefactos estoy a punto de describir. La falta de planes de productos y de ingeniera que
son accesibles a los espectadores, fcil para los presentadores que utilizan en sus cubiertas
de diapositivas y demos, y visualmente lo suficientemente atractivo y lo suficientemente
comprensible para que el pblico pueda agarrar los conjuntos de caractersticas y plazos
mostrados a ellos es una de las principales causas de planificacin y el fracaso del
proyecto.
Es fcil de visualizar, una vez que hemos entrado en un poco ms detalle en relacin con
los diferentes tipos de hojas de ruta de productos e ingeniera, la forma de proyectos y
planificacin de productos intentos de las empresas sin estos tipos de resultados (o el de
la casa requiere de habilidades para preparar incluso tales artefactos) fracasan
miserablemente. Los programadores de computadoras no son los mejores recursos, en
general, hacer un llamamiento a producir este tipo de artefactos, ni son ingenieros que han
sido promovidos a puestos de direccin. Tpicamente los mejores preparadores de
documentos hoja de ruta ser desde el mundo de los negocios o de gestin, o tener un
conjunto de habilidades diferentes que puedan estar basada en la ingeniera, pero
definitivamente necesita personas que puedan generar documentos de negocios de forma
rpida y eficaz.
Tener gente que son muy conocedores y expertos con programas de diseo grfico como
Adobe Photoshop, Illustrator y Visio Microsoft pueden acelerar el proceso de creacin del
plan de trabajo tremendamente. Cuando haya encontrado el recurso interna derecha o
equipo para crear estos documentos la hoja de ruta, usted lo sabr, como las personas
adecuadas ya poseern una cierta cantidad de experiencia con la creacin de plan de
trabajo y estrategia de negocio de contenidos.
No es suficiente, por favor tenga en cuenta, por una empresa para "cambio corta" la
produccin de estos documentos la hoja de ruta, porque es slo a travs de la creacin
repetida de documentos hoja de ruta, ya travs de su constante actualizacin y presentar
al pblico interno y externo, ser su organizacin ser capaz de aumentar su capacidad
para producir documentos rpidamente la hoja de ruta.
Un catlogo completo de documentos de ingeniera y planificacin de producto debe ser
creado: el tiempo. Si su empresa no puede montar a esfuerzos tales concertadas de
creacin de documentos debido a problemas de dotacin de personal, simplemente cree lo
que puedas. Cereza elegir el tipo de documento de hoja de ruta crees que crear el mximo
valor para sus propias necesidades de organizacin de mi lista detallada a continuacin.

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Un ejemplo de una hoja de ruta de Microsoft


Podra muy bien ser que las necesidades de su organizacin para un documento de hoja de
ruta se ven empaadas por el departamento de ventas o la gestin de la empresa
exigiendo una ingeniera o roadmap de producto (a veces en apoyo de los esfuerzos de
ventas) bajo-la-gun. No temas: yo no slo he proporcionado la informacin que necesita,
tengo un montn de ejemplos e imgenes de producto y planes de trabajo de ingeniera,
as como Microsoft Visio y Excel plantillas para documentos hoja de ruta simples y
complejos. Puede utilizar estas plantillas de Microsoft Excel plantilla roadmap de producto
y Visio Microsoft roadmap de producto para crear su producto o ingeniera hoja de ruta
rpida, evitando problemas slo cuando ests empezando.
Si usted es un profesional de la gestin de productos, y que tienen la tarea de la
responsabilidad por el xito final de una lnea de productos o esfuerzo de ingeniera para
su empresa, es de suma importancia que usted produce un documento de hoja de ruta que
puede impulsar la estrategia, proporcionar una idea clara de hacia dnde se dirige con sus
esfuerzos o producto (s), y se pueden compartir fcilmente con grupos de inters internos
y externos y los socios de negocios y los analistas, incluso la prensa.
Un documento de planificacin de producto o de ingeniera puede ser apropiado cuando
usted est solicitando el apoyo a la pre-venta o el esfuerzo de ventas para su organizacin.
Demos, presentaciones, notas de prensa, los inversores y reuniones de negocios son todas
muy buenas ocasiones para los planes de productos o de ingeniera para asegurar a los
clientes, socios y empleados que no hay un plan coherente y convincente de la accin y la
gua para los esfuerzos de planificacin e ingeniera de recursos.
Hay una amplia variedad de diferentes nombres y definiciones para todo tipo de
documentos la hoja de ruta. El principio importante que se adhieren a es que debe
encontrar y adaptar el tipo de documento de hoja de ruta que se sienta cmodo y que te
encuentras obras para usted.
Cules son los diferentes tipos de hojas de ruta de productos? Cules son los diferentes
tipos de planes de trabajo de ingeniera?
Hablando en general, hay cinco tipos principales de documentos hoja de ruta:
hojas de ruta de productos,
planes de trabajo de la plataforma,
las hojas de ruta de mercado,
planes estratgicos,
planes de trabajo de la vista, y
la tecnologa o ingeniera hojas de ruta.
Puede, por supuesto, mezclar y combinar estos tipos de hoja de ruta para satisfacer las
necesidades de su organizacin.
Cmo se crea un mapa de productos? Cmo se crea una hoja de ruta de la ingeniera?
Hay ocho pasos que siempre sigo cuando me preguntan para crear cada uno de estos tipos
de documentos hoja de ruta - usted puede mezclar esta lista de medidas con sus propias
ideas y experiencias en la creacin de documentos de hoja de ruta:

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1. Decidir sobre el tipo de documento hoja de ruta que va a utilizar en base a su


necesidad individual de un documento de hoja de ruta.
2. Piense en la cantidad de tiempo y esfuerzo, as como el nivel de detalle, crees que va a
ser necesario para que usted pueda invertir, o que usted se preocupa de invertir en la
creacin de su tipo de documento del programa elegido.
3. Brainstorm sobre las fuerzas o tendencias significativas que usted puede ser que desee
representar en su documento de hoja de ruta. Estos podran incluir avances tcnicos,
las fuerzas del mercado, y mueve la competencia ha hecho recientemente.
4. Elicitate los requisitos precisos del documento hoja de ruta de los grupos de inters
internos primarios en el proyecto, y el documento y dar prioridad a las necesidades,
teniendo cuidado de establecer y mantener la trazabilidad.
5. documentos Hoja de ruta del producto estn intrnsecamente relacionados con el
tiempo, por lo que piensan acerca de la lnea de tiempo que desee utilizar y
representar en el documento.
6. Piense en la impresin de su estrategia har y cmo quiere presentar esa estrategia en
su documento de hoja de ruta. Este es uno de los propsitos centrales del documento
que est preparando, para demostrar que tiene una estrategia y est planeando
implementar bien y para programar.
7. A veces puedo crear un documento de hoja de ruta interna y lo distribuir a los grupos
de inters internos primarios dentro de mi organizacin para su revisin y
comentarios. Despus de recoger los comentarios del equipo del proyecto con
respecto a la hoja de ruta interna, hay una buena base para redactar el documento de
hoja de ruta externa.
8. Este enfoque colaborativo es fundamental para la obtencin de apoyo por parte de la
alta direccin, as como el equipo del proyecto de documento hoja de ruta. Este
mtodo tambin evita sorpresas y revisiones de ltimo minuto. Las discusiones en
torno a la creacin de documentos de hoja de ruta pueden ayudar a solidificar la
direccin de la empresa y aclarar las intenciones de la administracin a los empleados
de manera muy eficaz.
Priorizar e ingeniera de productos caractersticas hoja de ruta
Probablemente hay potencialmente muchas caractersticas que usted podra elegir para
destacar como parte de su documento de planificacin de producto o de la ingeniera. Sin
embargo, en aras de la brevedad y la claridad, deber dar prioridad a las caractersticas
que se incluyen en cada una de sus presentaciones de productos o servicios futuros o
versiones de software y que aparece en su hoja de ruta.
Siempre he encontrado que un documento matriz de priorizacin es la mejor apuesta para
la seleccin efectiva y colaborativo caracterstica para su inclusin en un documento de
hoja de ruta. Otro programa de hoja de clculo Microsoft Excel o funciona muy bien para la
preparacin de este tipo de documento. La matriz debe contener informacin sobre los
componentes tales como importancia startegic, importancia tctica para el ciclo de
liberacin actual, el nivel desireability cliente, retener amenaza los ingresos de la
insatisfaccin del cliente, impacto en los ingresos, la fuente y la fecha de la funcin, la
liberacin planificada, etc.
Los temas pueden ser utilizados para categorizar las principales tendencias de entidad que
usted comienza a ver emerger de su matriz de priorizacin. Clasifique como caractersticas
en los temas a continuacin, seleccione uno o unos pocos temas importantes para
representar grficamente en sus documentos de hoja de ruta.
Ciclos de lanzamiento temporizadas utilizan la escala de tiempo a lo largo del borde de su
documento de hoja de ruta para mostrar cundo caractersticas estarn disponibles. Este
tipo de documento del programa es conducido por tiempo y no por caractersticas. Una
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vez que el intervalo de liberacin se decide, a continuacin, la lista de caractersticas se


divide entre los lanzamientos se planifican estas caractersticas que estn disponibles con.
La tcnica caracterstica de oro es uno donde cada versin se rige principalmente por una
caracterstica importante o central. Una vez que haya selcted la caracterstica de oro para
cada lanzamiento de un producto o servicio que usted est tratando de mostrar en su
documento de hoja de ruta, entonces usted ser capaz de centrar la atencin de la
audiencia en que una caracterstica, y poner de relieve que en todos sus esfuerzos de
planificacin continas para esa versin.
El uso de mltiples documentos hoja de ruta
La combinacin de unos pocos o varios tipos diferentes de documentos de hoja de ruta
pueden mejorar mucho su presentacin, demostrando que usted sabe dnde est su
compaa est dirigida y por qu es que usted ha elegido para seguir una determinada
estrategia. Una hoja de ruta visin podra ser utilizada para abrir la presentacin, que
muestra las tendencias de la sociedad en general que est afectar los niveles de su
mercado. Una hoja de ruta tecnolgica podra entonces ser mostrado a su pblico que
refleja cmo su empresa y sus productos estn sacando provecho de las tendencias
tecnolgicas en el mercado. Entonces es el momento para que usted pueda mostrar sus
planes de productos internos y externos, y tal vez su plan de trabajo de ingeniera que
muestra sus emisiones programadas y cuando ciertos conjuntos de caractersticas estarn
disponibles.
Mostrando mltiples lneas de productos en los documentos la hoja de ruta
Puede que tenga que mostrar unos pocos o varios de sus lneas de productos en una hoja
de ruta, con el fin de representar visualmente cmo cada una de sus lneas de producto
evolucionar de acuerdo con una tendencia de tecnologa o el mercado. Esto es muy fcil
de lograr; basta con crear un documento de hoja de ruta para una de sus lneas de
productos o servicios, y luego usar esa lnea un producto como una plantilla para mostrar
a los dems en su documento nico hoja de ruta.
He encontrado que es til en muchos casos para crear una matriz de priorizacin, como la
que mencion en otra parte de este artculo en relacin con las caractersticas para
mostrar en sus documentos de hoja de ruta. Tambin puede crear una matriz de
priorizacin lnea de productos que se puede utilizar para la discusin y colloboration con
sus grupos de inters internos.

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Una hoja de ruta de productos que muestra mltiples lneas de productos


Probar y decidir sobre qu proyectos, productos o servicios que su empresa est llevando
a cabo, que son los ms importantes para su empresa, cules deben ser financiados y
dotados de recursos, y cules se deben cortar. Potencial de ingresos, posicionamiento en el
mercado, la importancia estratgica de la empresa, y las interdependencias pueden y
deben ser trazados a cabo en esta matriz. Una vez que haya decidido qu productos quiere
representar en su documento de hoja de ruta, es un asunto sencillo para modificar su
formato para incluir mltiples lneas de productos en una sola hoja de ruta.
Cinco consejos para crear hojas de ruta de productos
Aqu hay algunas mejores prcticas ms que he descubierto a lo largo de mi carrera de
preparacin de documentos gua de productos.
Es esencial que te das cuenta desde el principio que cuando se trabaja con un
(programador) audiencia tcnica en determinados entornos de trabajo, puede haber un
poco de resistencia o friccin se origina dentro de los departamentos internos o grupos de
productos a su propia compaa que tendr que superar.
Muchos grupos de inters internos pueden ofenderse en el punto en el ciclo de liberacin
de ciertas funciones estn programadas para el lanzamiento en el documento hoja de ruta,
es posible que afirman fuertemente o incluso grosera que su presentacin sea falsa o
Conjuntos de funciones que se est comprometiendo pblicamente a no estarn
disponibles.
Es importante que usted est siempre dispuesto a proporcionar el razonamiento por qu
los planes de trabajo son necesarios, y por qu la gestin sin dichos documentos, en ciertos
niveles de la empresa, se hace insostenible.
1. Asegrese de que colloborate temprano con su equipo. Sus posibilidades de ser capaz de
asegurar mxima aceptacin por parte de los diferentes grupos constiuency internos
dentro de su empresa sube considerablemente si han sido incluidos desde el inicio del
proyecto de documento hoja de ruta.
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2. Utilice siempre nombres de cdigo en sus documentos de hoja de ruta hasta que hayan
sido aprobados por el equipo de alta direccin para su divulgacin al pblico en general.
Usted no puede estar seguro de que sus documentos la hoja de ruta no se filtraron, incluso
por los altos directivos. Usted puede revisar los nombres en clave a producto final y
nombre de los proyectos cuando son aprobados.
3. comunicados de menores y, comunicados internacionales localizadas a veces no se
muestran en las hojas de ruta de productos o de ingeniera, y que se deben incluir, ya que
con frecuencia entran en el seguimiento de las conversaciones.
4. Crear documentos de hoja de ruta para un pblico interno que son muy especficos en la
informacin y las fechas; documentos hoja de ruta destinada a un pblico externo deben
redactarse en un lenguaje ms vago y terminologa.
5. Presente sus documentos hoja de ruta como documentos editables de adobe pdf - esto
evitar que otras partes internas de su empresa de tomar los documentos de hoja de ruta y
la alteracin de ellos - estas alteraciones pueden aparecer desagradablemente tarde
durante el proyecto (s) como un compromiso hecho a un cliente o cliente por un alto
directivo o ejecutivo, as que tenga cuidado para evitar este escenario.

Ejemplos de documentos internos y externos hoja de ruta


Hojas de ruta de producto
Microsoft SQL roadmap de producto de servidor
Si usted necesita para mostrar a su pblico cuando las nuevas caractersticas de su
producto estarn disponibles, lo que ser el tema o las caractersticas principales y
secundarias de la versin del producto o prximos lanzamientos, a continuacin, un plan
de trabajo eficaz producto debe ser su herramienta de eleccin.
Hojas de ruta de productos internos pueden ser utilizadas para comunicar el presupuesto,
planificacin de recursos, la prioridad del proyecto y planificacin de entregas a los
empleados y jefes de departamento. Son extremadamente eficaz para conducir los
esfuerzos para obtener financiacin de la alta gerencia o comits de accin corporativas.

Un ejemplo de una hoja de ruta de productos


Hojas de ruta de productos externos pueden ser utilizadas para apoyar los esfuerzos de
financiacin de los inversores o grupos de inversin, reuniones de socios de negocios.
Documentos y diapositivas hoja de ruta de productos externos pueden ser usados para
reforzar los comunicados de prensa pblica y conferencias de prensa, reuniones de
analistas y conferencias telefnicas o transmisiones por Internet, los clientes y los
seminarios web de socios de canal. Es evidente que muchas veces las hojas de ruta
externos se han refundido en un tono ms vago como resultado de votaciones hoja de ruta
interna, que es generalmente una buena cosa.
Planes de trabajo de la plataforma
Una hoja de ruta plataforma

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Una hoja de ruta plataforma se utiliza para mostrar lo que ser n las obras de la
plataforma o PaaS (Platform as a Service) que una empresa en particular tiene en fase de
desarrollo. Se utilizan para comunicar la estrategia de plataforma global de esa empresa y
la disponibilidad de APIs (Interfaces de programacin de aplicaciones, bsicamente, los
plug-ins de AMD de plataforma de software de la compaa) y herramientas de desarrollo
para la plataforma de la empresa o PaaS.
Si una empresa ha desarrollado y est apoyando una plataforma en el mercado
actualmente, usted puede estar seguro de que tienen una estrategia de plataforma que se
apoya en socios y clientes que trabajan de cerca con ellos. La necesidad de comunicar la
estrategia de la plataforma de una manera clara y enfocada es muy importante. Ejemplos
de plataformas incluyen Salesforce.com (Force.com), Windoes (Windows Azure Nube),
Amazon S3 y EC2, Google, Apple Mac OS X, Apple iOS, HP webOS, y muchos otros.
Planes de trabajo Visin
Un ejemplo de visin hoja de ruta
Hay momentos en que en el inicio de una demostracin o presentacin, es necesario
destacar para su pblico cmo su producto o productos encajan en un movimiento o
tendencia dentro de la sociedad en general o inductry de su empresa en particular. Esta es
una fantstica manera en la que usted puede construir la emocin y el impulso del
mercado de los productos o servicios de su empresa al demostrar visualmente cmo
encajan en el cuadro grande.
Planes de trabajo de Marketing
Hoja de ruta de Microsoft Windows OS
Una hoja de ruta de marketing comunica a sus grupos de inters internos y externos lo que
el mercado segmenta sus productos y servicios se dirigen, y cmo va a entrar en
cualquiera de los mercados en los que actualmente no est compitiendo. Como tal, este
tipo de planes de trabajo incluyen informacin sobre la demografa y la oportunidad
tamao de cada mercado, y la informacin sobre cmo se va a desarrollar productos y
servicios para hacer frente a cada mercado. La escala de tiempo involucrada en planes de
trabajo de marketing puede abarcar aos.

Ejemplo hoja de ruta de Marketing

Una estrategia de marketing y plan de trabajo


Tecnologa e Ingeniera hojas de ruta
Tecnologa y planes de trabajo de ingeniera trazan las principales tendencias tecnolgicas
que existen en el mercado, y muestran cmo los productos y servicios de su empresa
coordinan con esas tendencias en el tiempo. Documentos Ingeniera hoja de ruta se
utilizan para comunicar conjuntos de caractersticas que estarn disponibles en ciertas
versiones. Se le aparecen las fechas de lanzamiento aproximadas de cada uno de los
prximos lanzamientos de productos de la compaa.
Una hoja de ruta tecnolgica

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Es muy comn que una organizacin de desarrollo de software para crear y mantener
varias hojas de ruta de ingeniera, adecuados para mostrar a diversas audiencias
segmentadas de las partes interesadas internas y externas y los individuos directamente
responsables. Estos planes de trabajo de ingeniera son sper herramientas para la
actualizacin de los principales clientes y los clientes de su ciclo de lanzamiento y de gran
ayuda en el proceso de gestin del cambio.

A Microsoft Technology Roadmap


Planes de trabajo de ingeniera tambin ofrecen sus grupos internos de desarrollo, control
de calidad, probadores, programadores, analistas de negocio y de producto, gerentes de
programas y proyectos, as como de alta direccin, con vistas a la vida de desarrollo de la
empresa. Una organizacin de desarrollo que no produce este tipo de artefactos de
planificacin es esencialmente palos de ciego, ya medida que aumenta la escala (si lo
hacen escalar) como mejora su negocio, van a encontrar que carecen de los conocimientos
necesarios para planificar y manejar efectivamente las expectativas de sus clientes
productos de calidad, software y servicios as.
Plantilla de hoja de ruta del producto
Plantilla Ingeniera hoja de ruta
He incluido en este artculo muchas fotos y descripciones que se pueden utilizar para crear
sus propios documentos de la hoja de ruta de productos altamente atractivos. Deben
servir como una excelente gua para no slo los diferentes tipos de documentos de hoja de
ruta que existe aqu en el mercado, sino tambin la forma de colocar varias lneas de
productos y servicios en un documento de hoja de ruta.
Tenga en cuenta, estos son documentos vivos, y deben mantenerse y actualizarse
continuamente. No sucumba a la mxima de que el programador "No se puede planificar el
futuro". Recuerde: Los planes son intiles, la planificacin no tiene precio. La actividad de
la creacin, la discusin que rodea el proceso de hoja de ruta, son esencialmente los
componentes de planificacin de productos a largo plazo eficaz y la estrategia corporativa.
Planes de trabajo se puede utilizar para compartir informacin con los equipos internos,
componentes externos o como una herramienta de planificacin para el equipo de gestin
de producto, pero lo que usted elija, usted tiene que averiguar si usted va a hacer que el
foco de la estrategia de hoja de ruta o liberar calendario. Si se trata de estrategia, su lnea
de tiempo puede ser vago - trimestres o aos. Si se trata de calendario de publicacin, el
corto plazo tiene que ser muy especfico: la fecha exacta o el mes, pero el futuro puede ser
ms nebuloso.
Tengo incluir algunas Visio Microsoft simple y Microsoft Excel plantillas de documentos
hoja de ruta para empezar. Por supuesto, usted debe sentirse libre de utilizar las
ilustraciones y la prosa contenidas en este artculo, as como las herramientas de grficos
o de negocios de dibujo que usted se sienta cmodo, para crear sus propios formatos y
presentaciones. Algunos de mis programas favoritos para la creacin de este tipo de
artefactos con incluyen ilustrador de adobe, photoshop, Visio Microsoft, Microsoft Excel, y
CorelDraw. Tambin tengo una gran bolsa de herramientas X Linux y Apple Mac OS que
utilizo para crear documentos de hoja de ruta, adems de los que acabo de mencionar.
Software de gestin de producto, como Accept, acom, FeaturePlan, FocalPoint y otros
tambin pueden ayudarle en la creacin de documentos de hoja de ruta. Si necesita ayuda
o consejo, yo siempre estoy disponible a travs de correo electrnico o medios de
comunicacin social como LinkedIn. Si no estamos conectados en LinkedIn, por favor
enviarme una invitacin para conectarse. Y buena suerte con sus planes de trabajo!
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roadmap_template1
Microsoft Visio Plantilla Hoja de ruta simple producto
Plantilla de Microsoft Excel Hoja de ruta del producto
Microsoft Visio Plantilla Hoja de Ruta Complejo Producto
Artculos relacionados
SVN Flashback: hojas de ruta de los productos son peligrosos (37signals.com)
El Start-Up Drive: Startups necesita planificacin. (dannedelko.com)

Quieres saber ms?


Usted est leyendo de Boston Hub Tech Insider, un blog de peluche con aos de artculos
sobre Boston startups tecnolgicos y empresas respaldadas por capital riesgo, desarrollo
de software, gestin de proyectos Agile, equipos de software la gestin, el diseo de
aplicaciones de negocio basadas en la Web, que ejecuta proyectos de desarrollo de
software con xito, comercio electrnico y telecomunicaciones.
Sobre el autor.
Soy Paul Seibert, Editor de Boston Hub Tech Insider, un Boston centr blog de tecnologa.
Puede conectar conmigo en LinkedIn, seguirme en Twitter, me siguen en Quora, incluso
amigo me en Facebook si eres genial. Soy dueo y estoy tratando de vender un edificio de
doble zonificado, residencial y comercial Oficina en Natick, MA. Tengo una formacin en el
espritu empresarial, el comercio electrnico, las telecomunicaciones y el desarrollo de
software, soy un director PMO, soy un emprendedor en serie y el co-fundador de varias de
comercio electrnico y nuevas empresas de software basados en la web, la ltima de las
cuales es Tshirtnow.net .
Fuente:
01%20ROADMAP/What%20is%20a%20Product%20Roadmap%20%20What%20is%20a
n%20Engineering%20Roadmap%20%20%20%20Hub%20Tech%20Insider.htm

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PROCEDIMEINTO PARA HACER EL ROADMAP

Planificacin 1. Producto
Descripcin: Este es de lejos el tipo ms comn de la tecnologa de hoja
de ruta, con respecto a la insercin de tecnologa en productos
manufacturados, a menudo incluyendo ms de una generacin de
producto.
Ejemplo: Una hoja de ruta Philips, donde el enfoque ha sido
ampliamente adoptado (Groenveld, 1997). El ejemplo muestra cmo se
utilizan las hojas de ruta para enlazar tecnologa y productos desarrollos
planificados.
2. Servicio / planificacin de capacidades
Descripcin: Similar al tipo 1 (producto la planificacin), pero ms
adecuado para servicio basado en empresas, centrndose en cmo la
tecnologa apoya las capacidades organizativas.
Ejemplo: Una hoja de ruta oficina de correos / aplicacin T-Plan7
(Brown, 2001), que se utiliza para investigar la impacto de los
desarrollos tecnolgicos en el negocio. Esta hoja de ruta se centra en la
organizacin capacidades como el puente entre la tecnologa y el
negocio, en lugar de productos. 2. Servicio / planificacin de
capacidades Descripcin: Similar al tipo 1 (producto la planificacin),
pero ms adecuado para servicio basado en empresas, centrndose en
cmo la tecnologa apoya las capacidades organizativas.
Ejemplo: Una hoja de ruta oficina de correos / aplicacin T-Plan7
(Brown, 2001), que se utiliza para investigar la impacto de los
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desarrollos tecnolgicos en el negocio. Esta hoja de ruta se centra en la


organizacin capacidades como el puente entre la tecnologa y el
negocio, en lugar de productos.
3. Planificacin estratgica
Descripcin: Incluye una dimensin estratgica, en trminos de apoyo a
la evaluacin de los diferentes oportunidades o amenazas, por lo
general en el negocio nivel.
Ejemplo: Un formato de hoja de ruta desarrollado utilizando TPlan para
apoyar la planificacin estratgica de negocios. El hoja de ruta se centra
en el desarrollo de una visin del futuro negocio, en trminos de
mercados, negocio, productos, tecnologas, habilidades, cultura,
etc. lagunas se identifican, mediante la comparacin de la visin de
futuro con la posicin actual, y opciones estratgicas exploradas para
reducir las brechas.
4. planificacin de largo alcance
Descripcin: Se extiende el horizonte temporal de planificacin, y se
realiza a menudo en el sector o nacional nivel (previsin).
Ejemplo: Una hoja de ruta desarrollado en los EE.UU. Roadmapping
Tecnologa Integrated Manufacturing (IMTR) Initiative8 (parte de una
serie).
Este ejemplo se centra en los sistemas de informacin, mostrando cmo
los desarrollos tecnolgicos es probable a converger hacia la
'informacin impulsada empresa sin fisuras '(una' pepita ').

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5. Conocimiento Planificacin de activos


Descripcin: Alineacin de los activos de conocimiento y iniciativas de
gestin del conocimiento con las empresas objetivos.
Ejemplo: Esta forma de hoja de ruta ha sido desarrollado por la
Inteligencia Artificial Aplicaciones Unit de la Universidad de Edimburgo
(Macintosh et al., 1998), las organizaciones que permiten visualizar sus
activos de conocimiento crticos, y los vnculos con las habilidades,
tecnologas y competencias necesarias para satisfacer el futuro
mercado demandas.
6. Programa Planificacin
Descripcin: Aplicacin de la estrategia, y ms se relaciona
directamente para proyectar la planificacin (por ejemplo, I + D
programas).
Ejemplo: Una hoja de ruta de la NASA (una de muchas) para el
Orgenes programme9, utilizados para explorar la forma en la universo y
la vida en su interior se ha desarrollado. Este en particular hoja de ruta
se centra en la gestin del programa de desarrollo para el prximo
Telescopio Espacial Generacin (NGST), que muestra las relaciones
entre el desarrollo tecnolgico y las fases del programa e hitos.

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Proceso de planificacin 7.
Descripcin: Apoya la gestin de conocimiento, centrndose en un rea
de proceso especial (por ejemplo, desarrollo de nuevos productos).
Ejemplo: Un tipo de tecnologa de hoja de ruta, desarrollado usando TPlan para apoyar el producto planificacin, centrndose en el
conocimiento fluye que son necesarios para facilitar nuevo producto
eficaz desarrollo y la introduccin, incorporando tanto tcnico como
comercial perspectivas.
Planificacin 8. Integracin
Descripcin: Integracin y / o evolucin de la tecnologa, en trminos de
cmo las diferentes tecnologas se combinan dentro de los productos y
sistemas, o para formar nuevas tecnologas (a menudo sin mostrar el
tiempo dimensin explcitamente).
Ejemplo: Un roadmap7 NASA (Programa Orgenes - ver # 6), relativa a
la gestin de la programa de desarrollo para el NGST, centrndose el
'flujo de la tecnologa', que muestra cmo la tecnologa se introduce en
la prueba y demostracin sistemas de apoyo a las misiones cientficas.

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