Research Program Assessment from Research and Social Impacts

12.8.1

1

Research Program Assessment from Research and Social Impacts

Yuriko Sawatani, JST

Agenda

•  Background – RISTEX Social technology R&D – Reference R&D model

•  Related research – product & service innovaEon –  IBM service research

•  Research program assessment analysis

12.8.1

2

Program Program assessment

Policy

Program

Project

Government strategy Science and Technology Basic Plan

prior-, mid-term, end-year

mid-term, end-year, follow-up (after 5years) R&D program

4

# Review of the 1st and 2nd plans (i) The 1st and 2nd S&T Basic Plans

have solidified the foundation of S&T in Japan.

(ii) “Mega-competition for knowledge” that Japan faces involves not only the United States and Europe but also Asian nations such as South Korea and China.

#Main Challenges - How to form creative S&T

human resources? - Further reform of S&T related

systems, leading to higher performance

# Increase in governmental R&D expenditure The total budget for governmental R&D expenditure exceeded 170 billion dollars # Construction of new R&D system - Increase in competitive research funds - Support plan for 10,000

postdoctoral fellows (including Ph.D students) - Promotion of industry-academia- government collaboration - Implementation of evaluation systems

# Three basic ideas (i) Creation of knowledge (ii) Vitality from knowledge (iii) Sophisticated society by

knowledge

# Key policies Strategic priority setting in S&T - Promotion of basic research - Prioritization of R&D on key

national/social agenda S&T system reforms - Doubling of competitive

research funds - Enhancement of industry-

academia- government collaboration

Total budget : 240 billion dollars

1st Basic Plan (FY1996-2000)

2nd Basic Plan (FY2001-2005)

3rd Basic Plan (FY2006-2010)

Our decision for the future: stronger emphasis on the role of “Knowledge”

Science and Technology Basic Law （enacted in 1995）

The 3rd Science and Technology Basic Plan

12.8.1

3

ＰＯ

R&D Program Community-‐based Ac8ons against Global Warming

and Environmental Degrada8on

Area Director

R&D Program

Science and Technology

Literacy in the 21st

プログラム

21世紀の

R&D Program Science

Technology and Humanity

Advisory Council Evaluation Committee Director-General

Area Director

Redesigning Communi8es for Aged Society

R&D Focus area

Science Technology and

Humanity R&D Focus

Area

Special Advisor to the Director

Fellows Department of Management Director, Department of Planning and Management

Planning and Promotion Group Administration and Support Group Investigation and coordination group

Implementa8on Program

aar

Protec8ng Children from

Crime R&D Focus Area

R&D Program


Crime

Launched 2007

Area Director

Informa8on and technology

R&D Focus Area

R&D Program

Governance in

Ubiquitous Society

Challenge in Identifying the Vulnerabilities in Our Hidden Sophisticated Information Science and

Exploring Solutions

R&D Program Redesigning Communi8es

for Aged Society

Launched 2010

Service Science, Solu8ons and Founda8on Integrated Research program

ＰＯ

Launched 2010

Area Director Area Director

Launched 2009

Launched 2007

Community-‐based Ac8ons against Global Warming


R&D Focus area

Launched 2008 Launched 2010

RISTEX OrganizaEon

RISTEX’s R&D focus Social technology R&D

Intensity of interaction with society (users)

Maturity of research area

High

Low

High Low

Natural science

Community-‐based AcEons against Global Warming and Environmental

DegradaEon ProtecEng Children

from Crime


Humanity

Service Science, SoluEons and FoundaEon Integrated

Research (S3FIRE)

Technology

12.8.1

4

SOCIETY S&T

Ageing popula8on

Urban vs. rural areas

S&T governance, ins8tu8onal constraints

Safety and security risk management

Environment

Human capital Labor

Industrial compe88veness

Requests & needs

Requests & needs

Government

NPO

Business

Adop8on

Contribu8on to the general public/society

Implementa8on of research output to society

Research outcomes from other projects

Solicita(on and selec(on of project proposals, regular mee(ngs, on-‐site visits, expanding networks…

R&D projects Building research system with various stakeholders, surveying & analyzing the condi(ons on the ground, hypothesis forma(on

Proposing soluEons ExperimentaEon

in society

R&D Focus Areas

PDCA cycle

Ⅲ. Promo'ng R&D

Workshops, forums

specific ideas for focus areas Literat

ure

search,

interviews,

workshops

Ⅱ. Determining R&D focus areas

Ⅴ. Assis'ng the applica'on of “proto-‐types” to wider areas

Implementa8on Support Program

Ini(al e

valua(on

establ

ishme

nt of R&D focu

s

area and its dir

ector

Global warming & environmental degrada8on

Public safety and security

S&T in the humani8es

S&T’s impact on IT

R&D Focus Areas

Collabora(on of social and natural sciences, Par(cipa(on of government, industry, academia and ci(zens

S&T “seeds” (from basic research)

Ⅰ. Iden'fying social problems

Constantly COLLABORATING

•  Developi

ng “pr

oto-‐types

” of

scien(fi

cally-‐g

rounde

d

metho

ds / th

eories / m

odels;

•  Exam

ining cond

i(ons req

uired

to appl

y the “pro

to-‐typ

es” (i.e

.

region

al pecu

liarity,

ins(tu

(onal

constra

ints);

•  Nurturing fu

ture le

aders;

•  Prom

o(ng a

ccepta

nce an

d

consen

sus-‐bu

ilding

by soc

iety,

size of

the rec

ipients

Evalua(on

(mid-‐term, ex-‐post and

follow-‐up )

Ⅳ. Pro

ducing

and

experim

en'ng

with

“proto

-‐types

”

Diffusion

NPO Business

Researcher

Requests & needs

informaEon service/ uElizing networks

research conference interviews

workshops searches

fora/ symposia


Solu8ons and Founda8on research program for Service Science, Management and Engineering program

Research Type A. Research on Soution-Development

Research Type B. Research on Scientific Element of Service Science

Service Science, Solutions and Foundation 　　　　　　　 Integrated Research Program

Specific and Latent Needs of Society Government & Public Policy

Medical, Healthcare & Social welfare Services Learning & Education

Sustainability Transportation

Management

Research & Development Management

Fundamental Disciplines and Methodologies Natural Sciences Social Sciences

Complexity simulation,Emergency Medicine, Operations Research, Pharmaceutical Sciences, Multiple Classification Analysis, etc.

Cognitive Science,Social Psychology, Educational Psychology,Ethnography, Environmental Economics, etc.

Management Engineering, Human Engineering, Quality Engineering,etc.

12.8.1

5

R & D Model for Value co-‐creaEon

9

New service system creaEon

Value co-‐creaEon

New research theme creaEon

Site Sphere

R&D acEviEes Mutual

understanding of R&D and site

Site knowledge

R&D Sphere

Value co-‐creaEon Sphere

Management System

Related research: Service innovaEon research

  Shid to Service Economy   transforming social structure affects to research and development

(R&D) organizaEon

  Macro level surveys on service innovaEon do not capture R&D reality (Miles 2007)

10

R&D management Service marke8ng & management (1980-‐)

Focused industry

Product based industry Service industry

Research New Product

Development (NPD) New Service Development

(NSD)

InnovaEon source

Technology trajectory Service professional

trajectory

Outcomes Product and process

innovaEon Process and knowledge/organizaEonal innovaEon

12.8.1

6

Customer Focused Product InnovaEon Research

•  R&D and markeEng collaboraEon –  Effect to funcEon expansion of product, reducEon of product development period

•  User innovaEon research (von Hippel 1994) –  InformaEon sEckiness based

11

R&D MarkeEng Customer

Product InnovaEon

Company

R&D Customer

Company

User InnovaEon

Products・toolkits

Service InnovaEon Process Research

12

  Service innovaEon process by companies and customers collaboraEon   FaciliEes, TransformaEon, Usage (Moeller 2008)

12.8.1

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Service Research Model for Value co-‐creaEon IBM Service research case

13


Value co-‐creaEon


Site Sphere

R&D acEviEes Mutual

understanding of R&D and site

Site knowledge

R&D Sphere


Management System

Service quality

Business modeling

Social modeling

Examples of Service Science Research Themes

Text mining

MathemaEcal science InformaEon technology Data science

OpEmizaEon

Network analysis

Site knowledge

Quality analysis

Business strategy

CRM

Risk analysis

Business evaluaEon methods

Service system modeling

Research management

Behavior analysis

Voice

CSAT analysis

Sodware enquiring

System sodware

Psychology

SCM

SimulaEon

R&D outputs

New research theme

Brand analysis

Service provider support Environment/traffic simulaEon

Natural language processing

Service value evaluaEon methods

Problem determinaEon

12.8.1

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IBM Service research Findings

1. the outputs were not only new technologies, but also integraEon and design methods – embed technologies into service systems uElizing site knowledge received from the customers

2. the R&D collaboraEon with service receivers changes behaviors of researchers – create new research themes by enlarging the research scope to create a new service system supported by management system

a new type of service-‐oriented researchers have emerged

ObjecEves of research program analysis

•  How program design relates to the research program assessment? –  research program goals and research program assessment

•  What kinds of values can be provided by management system, which is unique funcEon of social technology R&D – working in progress S3FIRE management system – What will be the assessment of S3FIRE? (12/2012)

12.8.1

9

ＰＯ

R&D Program Community-‐based Ac8ons against Global Warming


Area Director

R&D Program

Science and Technology

Literacy in the 21st

プログラム

21世紀の

R&D Program Science

Technology and Humanity

Advisory Council Evaluation Committee Director-General

Area Director


R&D Focus area


Humanity R&D Focus

Area

Special Advisor to the Director

Fellows Department of Management Director, Department of Planning and Management

Planning and Promotion Group Administration and Support Group Investigation and coordination group

Implementa8on Program

aar


Crime R&D Focus Area

R&D Program


Crime

Launched 2007

Area Director

Informa8on and technology

R&D Focus Area

R&D Program

Governance in

Ubiquitous Society

Challenge in Identifying the Vulnerabilities in Our Hidden Sophisticated Information Science and

Exploring Solutions

R&D Program Redesigning Communi8es

for Aged Society

Launched 2010

Service Science, Solu8ons and Founda8on Integrated Research program

ＰＯ

Launched 2010

Area Director Area Director

Launched 2009

Launched 2007

Community-‐based Ac8ons against Global Warming


R&D Focus area

Launched 2008 Launched 2010

RISTEX OrganizaEon

Logic model Research program inputs, acEviEes, outputs and outcomes

• Research area (maturity) • Research fund • Management staffs

Input Resources

• Research area creaEon • Research impacts • Social impacts • Community creaEon among R&D, site people and the other stakeholders

AcEviEes

• Management system (project selecEon, monitoring, management, promoEon)

• Projects execuEon (plan, do, see/report)

Outputs

• Community creaEon • Research system creaEon for the research area

• Projects: Research impacts • Projects: Social impacts

Outcomes

• Establishment and growth of community and research system • Research impacts

• ConEnuous pracEcal use at a site • Social impacts

EvaluaEon

• Process (management system, projects)

• Research area (Goals, social linkage, management staffs)

• Impacts (research and social impacts, research system, community)

Social impacts

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Research Program Goals

Value co-‐creaEon management

Research impact

Management System Process

• Research plan (total, yearly) • Site visits (a few Emes / year)

• Research plan (total, yearly) • Research report (total, yearly) • Review meeEng

Project progress monitoring • Dashboard • IP, InformaEon, Fund operaEon


Value co-‐creaEon


Site Sphere

R&D acEviEes

Mutual understanding of R&D and site

Site knowledge

R&D Sphere


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Mid-‐term Program Assessment Summary

Weak OK

Research Program Goals

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Mid-‐term Program Assessment Summary

Weak OK

•  Management system helps – Structuring knowledge – strategic research themes

– Transforming Social system

S3FIRE 3 Layer Management System

24

R&D project

Model, Methodology

Law, Policy, Social system

PJ PJ PJ PJ PJ Micro

モデル Methodology

Meso Model

Social System

Macro

 Finding social issues  Identify R&D area

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Typical Services Large Service Systems

Industry area

Transport/ SCM

Water

Food/Produc

ts

Energy/

Environ

ment

IT City Retail/Hospita

lity

Finance

Healthcare

Education/ Work

Public Cross industr

y

Basic theory

Methods/

Technology

Technology

Project porlolio Research themes/approach x Issues in Industry

25

Service value co-creation model

Value co-creation and

support methods

Communication innovation by voice

Service oriented crowds

Agriculture water

system

Creative service

A Type B Type

Value latency service

Altruistic mechanism

Service design methods & tools

Technology

S3FIER Management System

Project

PO

AD

External review

review request feedback

S3FIRE

feedback

direction from PO

advice based on specialty

• direction from project management viewpoints • professional feedbacks based on each specialty

• professional feedbacks based on each specialty

12.8.1

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Research themes in S3FIRE

Service visualization • SW eng • Informatics • Robotics

Receiver activities • Marketing • Behavior science • Kansei eng • Human modeling • Human management

Service provider environment • Human resource • Education • Building • IT infrastructure

Service value • Value eng • Knowledge eng • Macro/Micro economics

Provider activities • Design • System eng • OR/IE • Quality management • Cost management

Function realization • robotics • Requirement eng

Organization science • Management science • System eng • Social science

Value co-creation • consensus building • Interaction design

• Anthropology • Behavior science • Game theory

Service Receiver Service Provider

Contents

Channel

Social system modeling • Policy • Society • Culture

RelaEonship with the current disciplines System layer X Context dependency

28 12.8.1 Japan Science and Technology/

RISTEX

Micro view Macro view System layer

low (structural)

Context dependency high (ecological)

Service eng

Service marketing

PSS

Quality management

Design

Behavior science

OR/IE

Kansei eng

Human eng

Robotics

Social study

Business management

Law

Economics

Psychology

Business process

management

Consensus building Human modeling

Human network Human management

Sustainability

Value co-creation

Service value Provider

environment

Complex system

Organization science

Provider activities Visualization

Function realization

Receiver activities

Social system modeling

Service value

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Findings from RISTEX programs

•  The research maturity, such as exisEng academic socieEes, affects research project selecEon as well as porlolio management.

•  When the research maturity is low, then a research program tends to focus on social issues. As the result, the research project porlolio is managed from problem-‐solving viewpoints.

•  Even though the research maturity is low, acEviEes to link research projects led by the management system has a good potenEal to influence posiEvely to create strategic research themes from the bonom-‐up research projects.

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o.ac

.jp, 20

11-2

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i-t@

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201

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Society for Serviceology (SfS)

The Society for Serviceology aims at providing collaborative opportunity among the experts in business and research on services.

 SfS must be an international society but it first starts in Japan.

 SfS must be constructed not only for research but for business.   The journal accepts “design paper” and “case study paper”   Academic society: conferences and workshops   Business on services: education, qualification, standardization

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12.8.1

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ai-t

amio

@ro

bot.

t.u-

toky

o.ac

.jp, 20

11-2

012,

ara

i-t@

shib

aura

-it.a

c.jp

201

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The 1st International Conference on Serviceology

31

ICServ 2013 October 16-18, 2013 AIST Waterfront, Tokyo, Japan

  Committee   General Chair: Dr. M. Mochimaru   General Co-Chair: Dr. T. Murakami   Program Chair: Dr. K. Ueda

  Topics   Economic aspects of services   Human modeling for services   Innovation & value co-creation   Learning and education for

services   Process management of services   Product Service System (PSS)   Productivity management   Service engineering   Service design support   Service management   Service marketing   Psychological aspects of services

Thank you!

Date post:	13-Jan-2015
Category:	Technology
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