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Research Program Assessment from Research and Social Impacts

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Research Program Assessment from Research and Social Impacts, presented at PICMET 2012

Research Program Assessment from Research and Social Impacts, presented at PICMET 2012

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  • 1. 12.8.1 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   1
  • 2. 12.8.1 Program   Program  assessment Government strategy Policy Science and Technology Basic Plan prior-, mid-term, end-year Program mid-term, end-year, follow-up (after 5years) Project R&D program The 3rd Science and Technology Basic PlanScience and Technology Basic Law(enacted in 1995) 1st Basic Plan 2nd Basic Plan 3rd Basic Plan(FY1996-2000) (FY2001-2005) (FY2006-2010) # Review of the 1st and 2nd plans# Increase in governmental # Three basic ideas (i) The 1st and 2nd S&T Basic Plans (i) Creation of knowledge have solidified the foundation ofR&D expenditure (ii) Vitality from knowledge S&T in Japan.The total budget for (iii) Sophisticated society by (ii) “Mega-competition forgovernmental R&D knowledge knowledge” that Japan facesexpenditure exceeded 170 involves not only the Unitedbillion dollars # Key policies States and Europe but also# Construction of new R&D Strategic priority setting in S&T Asian nations such as South - Promotion of basic research Korea and China.system - Prioritization of R&D on key - Increase in competitive national/social agenda Our decision for the future:research funds S&T system reforms stronger emphasis on the - Support plan for 10,000 - Doubling of competitive role of “Knowledge” postdoctoral fellows research funds(including Ph.D students) - Enhancement of industry- academia- #Main Challenges - Promotion of industry- government collaboration - How to form creative S&Tacademia- government Total budget : 240 billion dollars human resources?collaboration - Further reform of S&T related - Implementation of systems, leading to higherevaluation systems performance 4   2
  • 3. 12.8.1 RISTEX  OrganizaEon   Director-General Evaluation Committee Advisory Council Special Advisor to the Director Redesigning   Community-­‐based   Protec8ng   Science   Informa8on  and   Implementa8on   Service  Science,  Solu8ons   Ac8ons  against   Technology  and   technology   Program Communi8es  for   Global  Warming   Children  from   and  Founda8on   Aged  Society   and  Environmental   Crime   Humanity   R&D  Focus  Area   Integrated  Research   R&D  Focus  area     Degrada8on   R&D  Focus  Area R&D  Focus   program R&D  Focus  area     Area   Area Director Area Director Area Director Area Director Area Director PO PO R&D   R&D  Program   R&D  Program   Program   R&D  Program   R&D  Program   Community-­‐based   Science   Governance   Redesigning   Ac8ons  against   Technology   in   Communi8es   Global  Warming   Protec8ng   and  Humanity   Ubiquitous   Launched  2010  for  Aged  Society   and   Environmental   aar from   Children   Launched  2007 Society Launched  2010   Launched  2008   Degrada8on   Crime   R&D Program Challenge in Launched    2010   Science and Identifying the Launched    2009   Launched  2007 Technology Vulnerabilities in Our Hidden Literacy in the Sophisticated 21st Information プログラム Science and 21世紀の Exploring Solutions Director, Department of Planning and Management Department of Management Fellows Planning and Promotion Group Administration and Support Group Investigation and coordination group RISTEX’s  R&D  focus   Social  technology  R&D Intensity of interaction with society (users) High Low High Natural science Science   Technology Technology  and   Maturity of Humanity   research area Community-­‐based  AcEons   against  Global  Warming   ProtecEng   and  Environmental   Children   DegradaEon   Low from  Crime   Service  Science,  SoluEons   and  FoundaEon  Integrated   Research    (S3FIRE) 3
  • 4. 12.8.1 Ⅰ.  Idenfying   Ⅱ.  Determining  R&D  focus   n       ture   areas W specific  ideas  for   (o cus social  problems   Litera orks lua D  fo , search ws,   focus  areas forum hops,   va  of  R& ector s l  e t ir tervie ps   Collabora(on  of  social  and  natural  sciences,     (a en s  d in ho Ini blishm  and  it works Par(cipa(on  of  government,  industry,  academia  and  ci(zens Ageing  popula8on a a est are Environment Safety  and  security   risk  management Industrial     NPO Business compe88veness Ⅲ.  Promong  R&D Researcher Re Urban  vs.  rural  areas qu Human  capital   R&D  Focus  Areas S&T  “seeds”     es S&T  governance,   Labor   ts   ins8tu8onal  constraints   (from  basic  research) Solicita(on  and  selec(on  of  project   &   proposals,  regular  mee(ngs,  on-­‐site   ne visits,  expanding  networks… ed s research     interviews  conference R&D  projects workshops   searches   SOCIET Constantly   Building  research  system  with  various   fora/  symposia   Y COLLABORATING S&T stakeholders,  surveying  &  analyzing  the   condi(ons  on  the  ground,  hypothesis   forma(on Requests  & PDCA   Proposing  soluEons Contribu8on  to  the     cycle ExperimentaEon   general  public/society   in  society inform nd h   aEo uElizin n  service/     g  a it cin ng  w R&D  Focus  Areas  n g  netw u Ev rod n ” orks eeds NPO Adop8on f   f (mid alu .  P me es ”  o a Ⅳxperi o-­‐typ -­‐types ls;   dl  low-­‐uterm,  e (on o -­‐ Global  warming  &   Requests    environmental     Business Government &   e ro t to ed   de uire   p  ) x-­‐po     “p pround /  mo req  (i.e. degrada8on needs “ st   Diffusion   o   s   ” an ing -­‐gr ries on es al   d     lop ally eo di( -­‐typ (on Public  safety     eve(fic s  /  th  con rotons(tu rs;   d   and  security   Implementa8on  of  research   •   D ien od ing  “p ty,  i d e  an ty,   sc eth min  the liari lea ce ie re   an soc output  to  society m Exa ply ecu S&T  in  the     •     ap nal  p ts);    futu ceptg  by   humani8es to gio rain ing  ac din ts Solu8ons  and   re st r ng il en S&T’s  impact  on  IT Ⅴ.  Assisng  the  applicaon  of   oRuetsearch   conNurtu o(us-­‐bruecipi Founda8on  rSesearch   othe ome •    rom ns e   c program  for   ervice   “proto-­‐types”  to  wider  areas r  pros  fromP nse f  th     Science, jects • co  o   Management  and   Redesigning  Communi8es  for  Aged  Society ize Implementa8on  Support  Program s Engineering  program Specific and Latent Needs of Society Government & Public Policy Sustainability Research & Development Management Medical, Healthcare & Social welfare Services Transportation Learning & Education Management Service Science, Solutions and Foundation         Integrated Research Program Research Type A. Research on Soution-Development Research Type B. Research on Scientific Element of Service Science Fundamental Disciplines and Methodologies Natural Sciences Social Sciences Complexity simulation,Emergency Medicine, Management Operations Research, Pharmaceutical Engineering, Human Cognitive Science,Social Psychology, Sciences, Multiple Classification Analysis, Engineering, Quality Educational Psychology,Ethnography, etc. Engineering,etc. Environmental Economics, etc. 4
  • 5. 12.8.1 R  &  D  Model  for  Value  co-­‐creaEon R&D   Value  co-­‐ creaEon   Site   Sphere Sphere   Sphere New  research   New  service   theme   system   creaEon creaEon   Value  co-­‐ creaEon   R&D   acEviEes Mutual   Site  knowledge   understanding   of  R&D  and  site   Management  System 9   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)   Service  marke8ng  &   R&D  management   management  (1980-­‐)   Focused   Product  based  industry   Service  industry   industry New  Product   New  Service  Development   Research Development  (NPD)   (NSD)   InnovaEon   Service  professional   Technology  trajectory     source trajectory Product  and  process     Process  and  knowledge/ Outcomes innovaEon organizaEonal  innovaEon 10   5
  • 6. 12.8.1 Customer  Focused  Product  InnovaEon  Research •  R&D  and  markeEng  collaboraEon   –  Effect  to  funcEon  expansion  of  product,  reducEon  of   product  development  period   Company R&D MarkeEng Customer Product  InnovaEon •  User  innovaEon  research  (von  Hippel  1994)   –  InformaEon  sEckiness  based   Company Products・toolkits R&D Customer User  InnovaEon 11   Service  InnovaEon  Process  Research   Service  innovaEon  process  by  companies  and  customers  collaboraEon    FaciliEes,  TransformaEon,  Usage  (Moeller  2008) 12   6
  • 7. 12.8.1 Service  Research  Model  for  Value  co-­‐creaEon   IBM  Service  research  case R&D   Value  co-­‐ creaEon   Site   Sphere Sphere   Sphere New  research   New  service   theme   system   creaEon creaEon   Value  co-­‐ creaEon   R&D   acEviEes Mutual   Site  knowledge   understanding   of  R&D  and  site   Management  System 13   Examples  of  Service  Science  Research  Themes Site  knowledge Business  strategy SCM Business  modeling Research  management Business  evaluaEon  methods CRM Service  value  evaluaEon  methods Quality  analysis Service  system  modeling Environment/traffic  simulaEon Service  provider  support Risk  analysis Service  quality   Social  modeling Problem  determinaEon OpEmizaEon Brand  analysis Behavior  analysis CSAT  analysis Psychology Voice   Network  analysis Text  mining Sodware  enquiring   SimulaEon Natural  language  processing   System  sodware   R&D  outputs Data  science InformaEon  technology   MathemaEcal  science   New  research   theme 7
  • 8. 12.8.1 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)   8
  • 9. 12.8.1 RISTEX  OrganizaEon   Director-General Evaluation Committee Advisory Council Special Advisor to the Director Redesigning   Community-­‐based   Protec8ng   Science   Informa8on  and   Implementa8on   Service  Science,  Solu8ons   Ac8ons  against   Technology  and   technology   Program Communi8es  for   Global  Warming   Children  from   and  Founda8on   Aged  Society   and  Environmental   Crime   Humanity   R&D  Focus  Area   Integrated  Research   R&D  Focus  area     Degrada8on   R&D  Focus  Area R&D  Focus   program R&D  Focus  area     Area   Area Director Area Director Area Director Area Director Area Director PO PO R&D   R&D  Program   R&D  Program   Program   R&D  Program   R&D  Program   Community-­‐based   Science   Governance   Redesigning   Ac8ons  against   Technology   in   Communi8es   Global  Warming   Protec8ng   and  Humanity   Ubiquitous   Launched  2010  for  Aged  Society   and   Environmental   aar from   Children   Launched  2007 Society Launched  2010   Launched  2008   Degrada8on   Crime   R&D Program Challenge in Launched    2010   Science and Identifying the Launched    2009   Launched  2007 Technology Vulnerabilities in Our Hidden Literacy in the Sophisticated 21st Information プログラム Science and 21世紀の Exploring Solutions Director, Department of Planning and Management Department of Management Fellows Planning and Promotion Group Administration and Support Group Investigation and coordination group Logic  model   Research  program  inputs,  acEviEes,  outputs  and  outcomes   Input   AcEviEes Outputs Outcomes Resources • Community   • Establishment   • Management   creaEon   and  growth  of   system  (project   • Research   community  and   • Research  area   selecEon,   system   • Research   research  system   creaEon   monitoring,   creaEon  for   area   • Research   • Research  impacts   management,   the  research     (maturity)   impacts   • Social  impacts   promoEon)   area   • Research   • Community   fund   creaEon  among   • Manageme R&D,  site  people   • Projects:   nt  staffs   • ConEnuous   and  the  other   • Projects   Research   pracEcal  use  at   stakeholders execuEon  (plan,   impacts   a  site   do,  see/report)   • Projects:   • Social  impacts   Social  impacts   Social  impacts EvaluaEon • Research  area  (Goals,  social   • Process  (management  system,   • Impacts  (research  and  social  impacts,   linkage,  management  staffs) projects) research  system,    community) 9
  • 10. 12.8.1 Research  Program  Goals Management  System  Process R&D   Value  co-­‐ creaEon   Site   Sphere Sphere Sphere   Research   impact   New  research   New  service  • Research  plan   theme   system  (total,  yearly)   creaEon  • Research  report   creaEon (total,  yearly)  • Review  meeEng   Value  co-­‐ creaEon   R&D   Mutual   Site  knowledge   acEviEes understanding   of  R&D  and  site   Project  progress  monitoring   Value  co-­‐creaEon  management   • Dashboard   • Research  plan  (total,  yearly)   • IP,  InformaEon,  Fund  operaEon   • Site  visits  (a  few  Emes  /  year)   10
  • 11. 12.8.1 Mid-­‐term  Program  Assessment   Summary Weak OK Research  Program  Goals 11
  • 12. 12.8.1 Mid-­‐term  Program  Assessment   Summary Weak OK S3FIRE 3 Layer Management System •  Management  system  helps   –  Structuring  knowledge  –  strategic  research  themes   –  Transforming  Social  system     Macro Social   System   Law, Policy, Social system  Finding social issues Meso Metho Identify R&D area Model   モデル   dology   Model, Methodology Micro PJ PJ PJ PJ PJ R&D project 24   12
  • 13. 12.8.1 Project  porlolio   Research  themes/approach  x  Issues  in  Industry Industry area Energy Food/ Retail/ Educati Cross Transpor Wat / Financ Healthc Produc IT City Hospita on/ Public industr t/ SCM er Environ e are ts lity Work y ment Value latency Service service value co- Basictheory creation Altruistic model mechanism CreativeMethods service / Large Service Systems Typical Services Technol Value co- Service design creation and ogy methods & tools support Technology methods Agriculture Service CommunicationTechnol water oriented innovation by voice ogy system crowdsA Type B Type 25 S3FIER  Management  System S3FIRE direction from PO PO Project feedback advice AD review request feedback based on specialty External  review • direction from project • professional feedbacks based management viewpoints on each specialty • professional feedbacks based on each specialty 13
  • 14. 12.8.1 Research  themes  in  S3FIRE • Anthropology Function Value co-creation Service value • Behavior realization • consensus building • Value eng science • robotics • Interaction design • Knowledge eng • Game theory • Requirement eng • Macro/Micro economics Provider activities Receiver activities • Design Contents • Marketing • System eng • Behavior science • OR/IE • Kansei eng • Quality • Human modeling management Service • Human management • Cost management Provider Channel Service Receiver Service provider Organization Service Social system environment science visualization modeling • Human resource • Management • SW eng • Policy • Education science • Informatics • Society • Building • System eng • Robotics • Culture • IT infrastructure • Social science RelaEonship  with  the  current  disciplines   System  layer  X  Context  dependency   Context dependency high (ecological) Receiver activities Social study Kansei eng Law Organization science Sustainability Human Service marketing eng Human network Human management Human modeling Consensus building Business Psycholog Behavior science management Service value yMicro view Service eng Value co-creation Macro view PSS Business System layer process Social system modeling OR/IE management Quality management Service value Complex system Provider Design environment Economics Function realization Provider activitiesRobotics Visualization Japan  Science  and  Technology/ 28   12.8.1   RISTEX low (structural) 14
  • 15. 12.8.1 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.   30 Society for Serviceology (SfS) The Society for Serviceology aims at providing collaborative opportunity among the experts in business and research on services.Copyright© All Reserved. arai-tamio@robot.t.u-tokyo.ac.jp, 2011-2012, arai-t@shibaura-it.ac.jp 2012   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 15
  • 16. 12.8.1 The 1st International Conference on 31 Serviceology ICServ 2013 October 16-18, 2013 AIST Waterfront, Tokyo, JapanCopyright© All Reserved. arai-tamio@robot.t.u-tokyo.ac.jp, 2011-2012, arai-t@shibaura-it.ac.jp 2012   Committee   Topics   General Chair: Dr. M. Mochimaru   Economic aspects of services   General Co-Chair: Dr. T. Murakami  Human modeling for services   Program Chair: Dr. K. Ueda   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!   16