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VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners

WP2 - VBE. VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners. Hamideh Afsarmanesh University of Amsterdam. Brussels – May 23-24, 2006. DYNAMIC CREATION OF VOs. V O. Many Challenges!. Opportunity. “Open universe of organizations”. Open Universe!.

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VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners

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  1. WP2 - VBE VO BREEDING ENVIRONMENT Introductory Training Program For New Network Partners Hamideh Afsarmanesh University of Amsterdam Brussels – May 23-24, 2006

  2. DYNAMICCREATION OF VOs VO Many Challenges! Opportunity “Open universe of organizations”

  3. Open Universe! MANY CHALLENGES . . . Agree on rights & sharing benefits/losses Define roles and responsibilities of partners Agree on common principles of sharing/working Build trust as the base for organization collaboration Establish commoninteroperability/integration platform Compare and select organizations to configure the VO Resolve semantic heterogeneity in organizations information Acquire basic profile/competency information of organizations Deal with incompatibility and heterogeneity of information sources Dynamically Configure a new VO from autonomous/heterogeneous organizations Know about Existence/Abilitiesof potential partners in open universe OPPORTUNITY

  4. VOs AND VBEs Fluid creation of VOs VO VBE VO Configuration Opportunity Controlled Border Universe Open Universe

  5. VBE – VIRTUAL ORGANIZATION BREEDING ENVIRONMENT 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) • Very long termstrategic alliances • to facilitate brokerage of dynamic • VOs - matching opportunities against • the collection of existing • competencies • Industry Districts • Industry Clusters • SME Networks • …

  6. 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 • …

  7. WHAT WE HAVE ACHIEVED SO FAR 0 0 24 24 30 30 36 36 42 42 48 48 6 6 12 12 18 18 VO VO creation creation framework framework VBE VBE management management system system VBE VBE models models & & mechanisms mechanisms M3 M3 M1 M1 M2 M2 M4 M4 CP1 CP1 CP3 CP3 CP4 CP4 CP2 CP2 D23.1: VO planning and launching(M15) Focused accomplished work D21.2a: Specification of profile and competency mgmt. (M18) D21.2b: Experimental e-Catalogfor profile/competency mgmt(M18) 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) D22.1: VBE management system(M24) D23.2: Specification of VO creation support tools(M24)

  8. TARGET AREA- EXISTING LONG-TERM ALLIANCES • So 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!

  9. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 1. Current VBE operational level Challenges • Market problems – not yet fullyeconomically 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

  10. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 1. Current VBE operational level Challenges • Market problems – not yet fullyeconomically 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

  11. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 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 • - Different levels of membership

  12. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 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 • - Different levels of membership

  13. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 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 and forecast other partners 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 • 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

  14. MAIN BARRIERS TO WIDER DEPLOYMENT OF VBEs 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 and forecast other partners 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 • 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

  15. ELEMENTS OF VBE REFERENCE FRAMEWORK How to build the Whole greater than the sum of its Parts! • How to “reform the role of breeding environments”? - In a VBE, What to do and when, to support the fluid creation of VOs? Empower, Boost, and Replicate • Identification/specification of needed methodologies & mechanisms for VBEs • - Next step: Selection of Primary (hot) issues to develop in ECOLEAD

  16. 3-DIMENSIONS VBE FUNCTIONAL FRAMEWORK 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 Identify infrastructure andmechanisms 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 2.Boost 3.Replicate 1.Empower Address already identified needs - ICT base infrastructure - Competence management - Trust management - Performance management - History inheritance

  17. VBE concepts 7. Bag of Assets 8. Management System 9. VBE Governance 10. Value System 11. Trust System 1. VBE 4. Profile 6. Evidence 2. VBE Participant 5. History 3. VO • 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) • Objectives of ontologies in VBEs: • common understanding of VBE-related concepts, • common understanding of the VBE model (e.g. the main components of the VBE), • classification of knowledge (e.g. competencies) and support for interoperability of knowledge among the VBE participants and among different VBEs, • development of the VBE databases, • implementation and support of the functionality of the VBE Management System.

  18. Top & core levels (VBE common ontology)

  19. VBE MANAGEMENT SYSTEM - VMS FUNCTIONALITIES Operation/Evolution Creation Dissolution / Metamorphosis

  20. Structure / Membership Management (SMMS) • Member registration • Member rewarding • Registration of created • VOs VMS – SOME TOOLS / SYSTEMS Profiling & Trust Management (PTMS) • Members profile / competency mgmt (PCMS) • Trust Appraisal & management (TRMS) • Ontology adaptation & evolution AD NM AD IN Supporting Information Management (INMS) Managemnet Decision support (MDSS) • 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 ALL • VBE competency gap identification • Members low trustworthiness warning • Lack of performance identification AD

  21. Membership Applicant VBE Member Supporting Information Management (INMS) Structure / Membership Management (SMMS) Profiling & Trust Management (PTMS) Managemnet Decision Support (MDSS) VBE Admin. VO Initiator VO Creation VMS ARCHITECTURE – TOOLS & ACTORS • Bag of assets • Support institution • Profile/Competency data • Trust elements data • Members roles • Data about competency, • trust, and performance - New data / updates • Members roles / rights / responsibilities • Bag of assets • Competency management • Discovery of new competencies • Trust management • Membership & • members information • Register VO: • VO partners • VO Structure • VO contracts • Competency / profile information • Trust appraisal information

  22. VO CREATION – SOME TOOLS Partners’ search & suggestion CO identification • Search and filter Calls for Tenders • Normalize representation • Notify VBE / broker • List of potential VOs • Risk analysis • Expected performance • Human-based final decision VO Planner VBE members (Customer) Broker CO characterization & VO rough planning Negotiation wizard • Required competencies • Required collaboration modalities • Collab. business process • Collab. project • Collab. problem solving • Ad-hoc collaboration • Model plan of activities • Contract templates • Virtual negotiation room • Negotiation objects • CSCW approach Broker VO Planner VO Planner VBE members

  23. Opportunity Broker Partners Search and Suggestion CO Identification Negotiation Wizard CO Characterization & VO Rough Planning VO Planner VO Member VBE Management System VO CREATION – TOOLS & ACTORS • CO Specification pre-selected set of organizations Partners performance indicators • Needed Competencies • Nº of partners Negotiation result Instantiation of Negotiation objects • VO Rough Plan • VO Structure • Client information • VBE Competences • VO Detailed Plan / VO agreements • Selection & Negotiation history • VO Registration

  24. PROGRESS ON VBE & VO CREATION Ontology Evolution support Common VBE ontology VBE Reference Framework VBE Reference model Characteristics of existing VBEs & scenarios VBE Typologies & Users categorization VBE Mgmt. Infrastructure & base services Competency Concept & Mgmt req.s VBE Mgmt. Functionality specs VBE Management services Basic life cycle Functionality VBE Business strategies VBE Mgmt. Requirements and architecture Basic elements of value systems VBE instantiation mechanisms & methodologies Trust elements / modeling & requirements Value system & metrics for VBE Dynamic VO creation assistance tool Sharing and operating principles VBE Governance principles VO creation Functionality services VO creation Functionality specs VO creation process 0% 100% Contract Negotiation wizard Contract negotiation process Contract Negotiation services Completion level Validation by Pilot demonstrators Validation By trials Validation by external experts and SME networks Time

  25. IMPLEMENTATION AND DEMONSTRATION PLAN 1st C-service prototype 2nd C-service prototype 1st A-service prototype 2nd A-service prototype Prototypes development M24 M36 M48 M30 M39 M42 M33 Trials of A-service Prototype & Subsystem development Trials of C-service prototypes Trials at development environments Take-up of subsystems at SME network site

  26. PRIMARY (HOT) FUNCTIONAL ISSUES Identify infrastructure andmechanisms 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 Extend support for new discovered potentials - Proactive discovery of opportunities - Creation of new opportunities - Discovery of emerging new competencies - bag of assets - Support institutionsfacilitation - Accreditation - System of incentives 3.Replicate 2.Boost 1.Empower Address already identified needs - ICT base infrastructure - Competence management - Trust management - Performance management - History inheritance

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