VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners

ECOLEAD

1© Hamideh AfsarmaneshHamideh Afsarmanesh

VO BREEDING ENVIRONMENTIntroductory Training ProgramFor New Network Partners

WP2 - VBE

Hamideh AfsarmaneshUniversity of Amsterdam

Brussels – May 23-24, 2006

ECOLEAD


DYNAMIC CREATION OF VOs

VOO

ppor

tuni

ty

Many

Challenge

s!

“Open universeof organizations”

ECOLEAD


MANY CHALLENGES

Open Universe! OPPORTUNITY

Know about Existence/Abilities of potential partners in open universe

Dynamically Configure a new VO

from autonomous/heterogeneous organizations

Deal with incompatibility and heterogeneity of information sources

Acquire basic profile/competency information of organizations

Compare and select organizations to configure the VO

Establish common interoperability/integration platform

Build trust as the base for organization collaboration

Agree on common principles of sharing/working

Define roles and responsibilities of partners

Agree on rights & sharing benefits/losses

Resolve semantic heterogeneity in organizations information

. . .

ECOLEAD


Fluid creation of VOs

VOs AND VBEs

VOO

ppor

tuni

tyVBEVO Configuration

Open Universe

Controlled Border Universe

ECOLEAD


An association or alliance of organizations and their related supporting institutions,

that adhere to a base long term cooperation agreement, and adoption of common operating principles and infrastructures,

with the main goal of increasing both their chances and their preparedness

towards collaboration in potential future Virtual Organizations (VOs)

VBE – VIRTUAL ORGANIZATION BREEDING ENVIRONMENT

Very long term strategic alliances to facilitate brokerage of dynamic VOs - matching opportunities against the collection of existing competencies

-Industry Districts- Industry Clusters- SME Networks- …

ECOLEAD


FULL FLEDGE EU-wide VBEs IN ACTION

ECOLEAD WP2’s Aim - Excel and reach innovation necessary

for Fluid Creation of VOs- Define related concepts, reference

models and methodologies- Develop mechanisms, prototypes, and

proof of concepts

To be achieved afterwards …

- National / International laws

- Heavy public sponsorship

- Productization of ECOLEAD R&D results

- Global trust & acceptance

- …

ECOLEAD


•

Focused accomplished

work

D23.1: VO planning and launching (M15)

D21.2a: Specification of profile and competency mgmt. (M18)

D21.2b: Experimental e-Catalog for profile/competency mgmt (M18)

6 12 18 24 30 36 42 480

M1 M2 M3 M4CP1 CP2 CP3 CP4

VBE management system

VO creation framework

VBE models & mechanisms

6 12 18 24 30 36 42 480

M1 M2 M3 M4CP1 CP2 CP3 CP4

VBE management system

VO creation framework

VBE models & mechanisms

WHAT WE HAVE ACHIEVED SO FAR

D21.3: VBE common ontol0gy (M21)

D21.4a: Characterization of VBE value system and metrics (M21)

D21.4b: Creating and supporting trust culture in VBEs (M21)

D23.2: Specification of VO creation support tools (M24)

D22.1: VBE management system (M24)

ECOLEAD


TARGET AREA-EXISTING LONG-TERM ALLIANCES

PlasticsSlovenia>60Plasttechnics cluster

Automotive industrySlovenia54Automotive cluster

Process industryFinland12Verkko A

Motor-sportUK40Motorsport Valley

Mining industryChile-Mining Cluster

Textile / clothingItaly2068CARPI

TelecommunicationsFinland79Helsinki ICT cluster

Credit, lending, investmentsUSA>6Advanced Business Services

Agro-food, biotechnologyCanada>160Biotechnology cluster

BiotechnologyUSA411Biotechnology cluster

Electronics, metal & plastic Mexico>250Fenix Cluster

MouldsBrazil>12VIRFERBRAS

Telecommunications Canada-Regional Net for Ontario

PlasticsAustralia45PVC

BiotechnologyGermany>150Virtual Biotech Company

Life sciencesSwitzerland>13Bipolo Ticino

IT, Machinery, Bio-tech, e-LearningUK>25Virtual Enterprise Networks Yorkshire

Plastic mouldsPortugal136CEFAMOL

ManufacturingBrazil>9Virtec

Services, EnvironmentGermany>15Kiesel

Mechanical industrySwitzerland, Germany100Virtuelle Fabrik

DomainLocationMembersCase

PlasticsSlovenia>60Plasttechnics cluster

Automotive industrySlovenia54Automotive cluster

Process industryFinland12Verkko A

Motor-sportUK40Motorsport Valley

Mining industryChile-Mining Cluster

Textile / clothingItaly2068CARPI

TelecommunicationsFinland79Helsinki ICT cluster

Credit, lending, investmentsUSA>6Advanced Business Services

Agro-food, biotechnologyCanada>160Biotechnology cluster

BiotechnologyUSA411Biotechnology cluster

Electronics, metal & plastic Mexico>250Fenix Cluster

MouldsBrazil>12VIRFERBRAS

Telecommunications Canada-Regional Net for Ontario

PlasticsAustralia45PVC

BiotechnologyGermany>150Virtual Biotech Company

Life sciencesSwitzerland>13Bipolo Ticino

IT, Machinery, Bio-tech, e-LearningUK>25Virtual Enterprise Networks Yorkshire

Plastic mouldsPortugal136CEFAMOL

ManufacturingBrazil>9Virtec

Services, EnvironmentGermany>15Kiesel

Mechanical industrySwitzerland, Germany100Virtuelle Fabrik

DomainLocationMembersCaseSo far investigated in WP2: - Literature/case study

(reported in D21.1) 26- In-depth study - SME workshops (Helsinki) 6- Input from experts in the field – IAB meeting (Brussels) >8- Direct contact with networks (reported in D21.2a) 5-In-depth regional study (French networks) 19

Total >60(Plus many more individual Studies by partners)

Confirmed summary report: Alliances do alright, but can do much better!

ECOLEAD


MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs

1. Current VBE operational level Challenges• Market problems – not yet fully economically successful

– Proactive brokerage (seek COs), assist brokerage (search & suggestion)– Motivating members to become more active (by incentives)

• Governance principle – lacking or very informal– Transparent rules to assign partners to opportunities– Bidding and contracting regulations– Definition of working/sharing principles

• Updating competencies and other VBE & member information – how to cope– Ontology engineering– Semi-automatic (crawlers) data extraction from online corpora

• Member organizations trust & Performance measurement – how to do– Collect/analyze performance data and do performance-based trust appraisal– Information exchange between VO and the VBE– Accreditation

• Clear division of responsibilities, role, and their interactions – missing guidelines, procedures, written rules

– Clear transparent role definition and establishment of right/responsibilities

• Create the image and name – not very successful

– Marketing & Branding

• Absence of personal contact– Organization of Events and Special Interest Groups

ECOLEAD



1. Current VBE operational level Challenges• Market problems – not yet fully economically successful

– Proactive brokerage (seek COs), assist brokerage (search & suggestion)– Motivating members to become more active (by incentives)

• Governance principle – lacking or very informal– Transparent rules to assign partners to opportunities– Bidding and contracting regulations– Definition of working/sharing principles

• Updating competencies and other VBE & member information – how to cope– Ontology engineering– Semi-automatic (crawlers) data extraction from online corpora

• Member organizations trust & Performance measurement – how to do– Collect/analyze performance data and do performance-based trust appraisal– Information exchange between VO and the VBE– Accreditation

• Clear division of responsibilities, role, and their interactions – missing guidelines, procedures, written rules

– Clear transparent role definition and establishment of right/responsibilities

• Create the image and name – not very successful

– Marketing & Branding

• Absence of personal contact– Organization of Events and Special Interest Groups

ECOLEAD


1. Current VBE operation level problems• Market problems – not yet fully economically successful

– Proactive brokerage, – Motivate members to become more active

• Copying with updating of competencies and other information about members

– Data extraction through crawlers, from online corpora

• Copying with information about progress of work– Data extraction through crawlers, from online corpora

• Governance principle– Transparent rules for assignment of partners to opportunities– Bidding and contracting– Working/sharing principles

• No clear division of responsibilities, role and their interactions / missing guidelines, procedures, written rules

– Clear role definition and right/responsibilities

2. Attracting new members and keeping them happy• Return on time / cost investment – fear of not having ROI

- Proactive opportunity brokerage• Loosing decision making power – a collaboration side effect

- Creating flexibility in decision making - Transparent rules/regulations

- Different levels of membership

• Trust and IPR problems - Mechanisms to establish trust / foresee trustworthiness

- Enhance trust in VBE establishment itself - transparent rules/regulations - Definition of incentives & sanctions

- Enforcement of the defined rules to be a “good citizen” in VBE• Fear of partner selection by a virtual system

- Neutral transparent definition of VO partner suggestion process• Required high commitment level



ECOLEAD











- Proactive opportunity brokerage• Loosing decision making power – a collaboration side effect

- Creating flexibility in decision making - Transparent rules/regulations


• Trust and IPR problems - Mechanisms to establish trust / foresee trustworthiness


- Enforcement of the defined rules to be a “good citizen” in VBE• Fear of partner selection by a virtual system

- Neutral transparent definition of VO partner suggestion process• Required high commitment level



ECOLEAD











- Proactive opportunity brokerage

• Loosing decision making power – a collaboration side effect - Creating flexibility in decision making

- Transparent rules/regulations - Different levels of membership

• Trust and IPR problems - Mechanisms to establish trust and forecast other partners trustworthiness


- Enforcement of the defined rules to be a “good citizen” in VBE

3. Current VBE Creation stage problems• VBE creation methodology and tools – lacking - Replicable tools & mechanisms - Definition of VBE creation methodologies • Benefits founders expect when initiating a VBE – unclear - Power, role, …

• Huge efforts/costs needed to be invested – heavy and unclear - Business model - public sponsorship and/or private investment

• legal issues - National/international laws for VBEs and their operation


ECOLEAD


ELEMENTS OF VBE REFERENCE FRAMEWORK

- How to “reform the role of breeding environments”?

- In a VBE, What to do and when, to support the fluid creation of VOs?

-Identification/specification of needed methodologies & mechanisms for VBEs

- Next step: Selection of

Primary (hot) issues to develop in ECOLEAD

Empower, Boost, and Replicate

How to build the Whole greater than the sum of its Parts!

ECOLEAD


3-DIMENSIONS VBE FUNCTIONAL FRAMEWORK

2.Boost

1.Empower

3.Replicate

Identify infrastructure and mechanisms for replication- Methodologies for opportunity discovery and creation- Defining accreditation strategy - Competence ontology extraction and evolution- Value systems (regulation & guidelines generation)- Dynamic trust management (based and identified criteria)- Business model development

Address already identified needs - ICT base infrastructure - Competence management - Trust management - Performance management - History inheritance

Extend support for new discovered potentials - Proactive discovery of opportunities - Creation of new opportunities - Discovery of emerging new competencies - bag of assets - Support institution facilitation - Accreditation (sector quality, activity costs, business processes) - System of incentives

ECOLEAD


VBE concepts

Top-level• Generic CNO-related info,Core-level• VBE (self), • VBE Participant/Actor, • VO, • Profile & competency, • History, • Evidence, • Bag of Assets, • VBE Management System, • Values System,• Trust,Domain level• Classification of domains/industries• Domain-dependent subclasses of core-level

classes (e.g. Competency subclasses such as manufacturing, tourism)

Application levels• VBE application-dependent subclasses of

domain-level classes (e.g. Manufacturing Competency subclasses such as metal plumping)

1. VBE

2. VBE Participant

3. VO

4. Profile

5. History

6. Evidence

9. VBE Governance

10. Value System

11. Trust System

7. Bag of Assets

8. Management System

Objectives of ontologies in VBEs:1. common understanding of VBE-related

concepts,2. common understanding of the VBE model

(e.g. the main components of the VBE),3. classification of knowledge (e.g.

competencies) and support for interoperability of knowledge among the VBE participants and among different VBEs,

4. development of the VBE databases, 5. implementation and support of the

functionality of the VBE Management System.

ECOLEAD


Top & core levels (VBE common ontology)

ECOLEAD


VBE MANAGEMENT SYSTEM - VMS FUNCTIONALITIES

Initiation and

recruitingFoundation

Operation / Evolution

Creation phase

Metamorphosis

Dissolution

VO operation & dissolution Inheritance

Supports

Fee

dbac

k&

Inhe

rita

nce

Feedback and inheritance

Initiation and

recruiting

Initiation and

recruitingFoundation

Operation / Evolution

Creation phase

Metamorphosis

Dissolution

VO operation & dissolution Inheritance

Supports

Fee

dbac

k&

Inhe

rita

nce


1. Setup & run VBE systems

2. Load existing ontology & thesaurus

3. Parameterize domain & setup

links

Initiation and recruiting

2. Adapt database schema and create

repositories

3. Enter administrative &

assisting data

4. Register founding members

Foundation

Op

erati on

Creation phase

Metam

orphosisD

issolution

VO operation & dissolution In

heri

tan c

eSupports

Fee

dba

ck&

Inhe

rita

nce


1. Adapt VBE ontology

/ Evo

lutio

n

1. Setup & run VBE systems

2. Load existing ontology & thesaurus

3. Parameterize domain & setup

links

Initiation and recruiting

2. Adapt database schema and create

repositories

3. Enter administrative &

assisting data

4. Register founding members

Foundation

Op

erati on

Creation phase

Metam

orphosisD

issolution

VO operation & dissolution In

heri

tan c

eSupports

Fee

dba

ck&

Inhe

rita

nce


1. Adapt VBE ontology

/ Evo

lutio

n

1. New members

registration

2. Competency & Profile

management

3. Ontology engineering

4. Administrative and governance

6. Trust management

7. VO Inheritance

management

8. Performance management

5. Creation and registration of

VO

Init

iati

onan

dre

crui

ting

Fo

und

atio

n

Creation Operation / Evolution

Met

amor

phos

isD

isso

l uti

on

VO operation & dissolution I n

heri

tanc

e

Inherited tools, knowledge, etc.

Performance dataSupports


1. New members

registration

2. Competency & Profile

management

3. Ontology engineering

4. Administrative and governance

6. Trust management

7. VO Inheritance

management

8. Performance management

5. Creation and registration of

VO

Init

iati

onan

dre

crui

ting

Fo

und

atio

n

Creation Operation / Evolution

Met

amor

phos

isD

isso

l uti

on

VO operation & dissolution I n

heri

tanc

e

Inherited tools, knowledge, etc.

Performance dataSupports


Initi

atio

n an

d re

crui

ting

Foun

datio

n

Creation

Operation / E

volution

VO operation& dissolution

Supports

Fee

dbac

k &

Inhe

rita

nce

1. Revision ofgathered

knowledge

2. Transfer ofknowledge and

assets

1. Assignmentof rights &

responsibilities

2. Transition to neworganizational

structure

Inheritance

Metamorphosis

Dissolution


Initi

atio

n

Foun

dati

on

Re-creation

Initi

atio

n an

d re

crui

ting

Foun

datio

n

Creation

Operation / E

volution

VO operation& dissolution

Supports

Fee

dbac

k &

Inhe

rita

nce

1. Revision ofgathered

knowledge

2. Transfer ofknowledge and

assets

1. Assignmentof rights &

responsibilities

2. Transition to neworganizational

structure

Inheritance

Metamorphosis

Dissolution


Initi

atio

n

Foun

dati

on

Re-creation

Creation

Dissolution / Metamorphosis

Operation/Evolution

ECOLEAD


Structure / Membership Management (SMMS)

Member registration Member rewarding Registration of created

VOs

Supporting Information Management (INMS)

Bag of assets Support institution information Value sys. Guidelines /

incentives information Members

roles/rights/responsibilities Profiles, competency and

validation information Trust criteria and members’ trust

information VO inheritance information Historical performance

information

Profiling & Trust Management (PTMS)

Members profile / competency mgmt (PCMS)

Trust Appraisal & management (TRMS)

Ontology adaptation & evolution

VMS – SOME TOOLS / SYSTEMS

ADALL

AD IN

Managemnet Decision support (MDSS)

VBE competency gap identification

Members low trustworthiness warning

Lack of performance identification

ADNM

Stakeholders Short form

VBE member VM VBE support institution SP VO initiators IN VBE administrator AD New membership applicant NM Customer CS

ECOLEAD


- Data about competency, trust, and performance

- Profile/Competency data- Trust elements data

- New data / updates

- Competency / profile information- Trust appraisal information

VBE Admin.Managemnet Decision

Support (MDSS)

Profiling & Trust Management (PTMS)

Supporting Information Management (INMS)

VO Creation

Structure / Membership Management (SMMS)

- Members roles

- Register VO:- VO partners- VO Structure- VO contractsMembership

Applicant

VMS ARCHITECTURE– TOOLS & ACTORS

VO Initiator

-Competency management-Discovery of new competencies-Trust management

- Members roles / rights / responsibilities- Bag of assets

VBE Member

- Bag of assets-Support institution

- Membership & -members information

ECOLEAD


CO identification

Search and filter Calls for Tenders

Normalize representation Notify VBE / broker

CO characterization &VO rough planning

Required competencies Required collaboration

modalitiesCollab. business processCollab. projectCollab. problem solvingAd-hoc collaboration

Model plan of activities

Partners’ search & suggestion

List of potential VOsRisk analysisExpected performance

Human-based final decision

VO CREATION – SOME TOOLS

(Customer) Broker

BrokerVO Planner

VO PlannerVBE members

Negotiation wizard

Contract templates Virtual negotiation room Negotiation objects CSCW approach

VO PlannerVBE members

ECOLEAD


Instantiation ofNegotiation objects

-Needed Competencies- Nº of partners

pre-selected set of organizations

Negotiation result

- VO Detailed Plan / VO agreements- Selection & Negotiation history- VO Registration

VO PlannerCO Characterization

&VO Rough Planning

Negotiation

Wizard

Partners Searchand

Suggestion

VBE ManagementSystem

CO Identification

- CO Specification

- VO Rough Plan- VO Structure-Client information

Partners performance indicators

- VBE Competences

Opportunity Broker

VO CREATION – TOOLS & ACTORS

VO Member

ECOLEAD


VBEReference Framework

VBEReference Framework

VBEManagement

services

VBEManagement

services

DynamicVO creation assistance

tool

DynamicVO creation assistance

tool

ContractNegotiation

wizard

ContractNegotiation

wizard

Value system& metrics

for VBE

Value system& metrics

for VBE

Characteristicsof existing VBEs

& scenarios

VBE Typologies& Users

categorization

Competency Concept &Mgmt req.s

Trust elements / modeling

& requirements

VBEReference model

VBE Mgmt.Functionality

specs

VBEGovernanceprinciples

VBE Mgmt.Infrastructure

& base services

VO creationprocess

VO creationFunctionality

specs

Contract negotiation

process

VO creationFunctionality

services

ContractNegotiation

services

OntologyEvolutionsupport

VBE Businessstrategies

Time

Validation by Pilot demonstratorsValidation by external experts and SME networks

Completion level

100% 0%

VBE Mgmt. Requirements

and architecture

Common VBEontology

Basic life cycle Functionality

Sharing and operating principles

VBE instantiation mechanisms & methodologies

Basic elementsof value systems

PROGRESS ON VBE & VO CREATION

Validation By trials

ECOLEAD


IMPLEMENTATION AND DEMONSTRATION PLAN

M24 M30 M36 M42 M48

Take-up of subsystems at SME network site

Trials of A-service Prototype & Subsystem development

Trials of C-service prototypes

Prototypes development

M39

Trials at development environments

1st C-serviceprototype

M33

2nd C-service prototype

1st A-service prototype 2nd A-service

prototype

ECOLEAD


PRIMARY (HOT) FUNCTIONAL ISSUES

2.Boost

1.Empower

3.Replicate

Identify infrastructure and mechanisms for replication- Methodologies for opportunity discovery and creation

- Defining accreditation strategy - Competence ontology extraction and evolution- Value systems (regulation & guidelines generation)- Dynamic trust management (based and identified criteria) - Business model development

Address already identified needs - ICT base infrastructure

- Competence management - Trust management - Performance management - History inheritance

Extend support for new discovered potentials - Proactive discovery of opportunities - Creation of new opportunities

- Discovery of emerging new competencies - bag of assets - Support institutions

facilitation - Accreditation

- System of incentives

VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners

Documents

Transcript of VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners