C.A. Carnevale Maffè - chiudete le fabbriche, investite nell'orgware tecnologia, scenari e scelte strategiche per la transizione digitale dell'industria manifatturiera

1. Chiudete le fabbriche. Investite nell’Orgware
Perché servirà ri-stampare (in 3D…) i processi industriali del futuro
Prof. CarloAlberto Carnevale-Maffé
SDA Bocconi School of Management
Bocconi University, Milan - Italy
Twitter: @carloalberto

2. Benvenuti nell’Era dell’ORGWARE
• Hardware: taylorismo e
fordismo
• Software: formalizzazione
dell’informazione tecnica
• Orgware: interoperabilità
dei processi industriali

3. La sfida «Triplo Zero»
1.Zero stock
2.Zero invenduti
3.Zero lead-time
… and: «Batch of One»
3

4. Digital & unstoppable: tangible vs intangible investments
Source:Haskle&Westlake,CapitalismwithoutCapital:TheRiseoftheIntangibleEconomy,2017

5. Source:Haskle&Westlake,CapitalismwithoutCapital:TheRiseoftheIntangibleEconomy,2017
Share of real value-added in manufacturing is driven by intangibles

6. Source:Haskle&Westlake,CapitalismwithoutCapital:TheRiseoftheIntangibleEconomy,2017
Tangibles Intangibles
Intangibles vs. Tangibles: national differences

7. (Don’t just) Look at the numbers
Why traditional accounting doesn’t capture the impact of intangibles in corporate evaluation
Source:Haskle&Westlake,CapitalismwithoutCapital:TheRiseoftheIntangibleEconomy,2017

8. The survival of the (digital) fittest

9. Trade wars impact on volumes of “goods”, but…
Volumes of global exports
% of YoY variation, 3M moving average

10. Services are the most stable component of global trade growth
Source:OECD,2019
OECD
EU28
G20

11. The rise of the service economy

12. It’s a small
world.
Also for
viruses.

13. Coronavirus will halt the recent signs of modest recovery in global industry

14. Coronavirus will reduce Chinese industrial production growth in Q1 2020

15. Capital goods production is likely to face the biggest disruption

16. Wuhan is a major automotive hub, so the impact on this sector may linger for longer

17. 17
Indovinate chi ha più da perdere con dazi, nazionalismi ed epidemie…

18. 18
Com’è lunga la nostra catena globale del valore…

19. L’ufficio tecnico
diventa fabbrica
• focus da Processi di Produzione a
Processi di Ideazione
• accelerazione dei cicli di R&D
• specializzazione nelle competenze di
processo distintive/strategiche
• elevazione del livello di competenze
tecnologiche dello staff

20. La morte del prototipo
Il prototipo collassa sul prodotto.
Prototipizzazione e produzione sono lo stesso processo di ingegneria
«generativa», il lotto minimo coincide e converge verso «1»…

21. Una filiera «leggera», fatta di
processi digitali e interoperabili
• esternalizzazione CAPEX intensive AM
• specializzazione e efficientamento CAPEX nei processi core
• esternalizzazione dei processi non direttamente legati alla specificità
del prodotto
• specializzazione dell'organico aziendale "blue collar" vs. tecnici

22. Data is not a format. Data is a contract

23. • IOT/distributed multi-sensors
• 5G Networks
• AI/ML & robotic process automation
• Blockchain & Smart Contract (DLT)
• Regulations (e-invoicing, GDPR/PSD2, FFNPD)
Data is a new
“social contract”

24. Service trends in the manufacturing industry
Evolution of service propositions
Speed of Repair
Reduce Cost
Product Quality
Reduce Product
Related Risk
Improve Efficiency &
Compliance
CustomerValue
Product Related
Services
Customer Business
Related Services
Improve Competitive
Advantage
Preventive Predictive ProactiveReactive
Process
Optimisation
Business
TransformationBusiness
Optimisation
Warranty
Time &
Material
Preventive
Maintenance
Availability
Services
Implement Strategic
Change
ProductServiceRelationship
Value
Proposition
Product
Revenue
Service Level
Agreements
Outcome
Based Services
Invoice Time
& Material
Pay per Use
Business
Model
PM Contracts
Managed
Services / BPO
Preferred
Supplier
Vendor
Solution
Provider
Trusted Advisor
Strategic Business
Partner
Type of
Relationship
Maturity level
Low Basic Medium Advanced State of the art

25. The double cycle of sustainability
La promessa della sostenibilità è incorporata nella nuova fisica del prodotto e del processo,
virtualmente senza scarti di lavorazione e con nuovi materiali in nuove applicazioni

26. Future access to
capital will require
services (and
corporations) “with a
sense of purpose”

27. Demand
Relationship
Management
Servitization & Data
Management
Innovation
Design
R&D
Interoperability/
Service Design
Value CreationInteroperability /
Service Design
Added
Value
Value-added process
Servitization &
Data Management
Logistics
Wholesale
AssemblyManufacture
And now, smile! Value-added goes to the borders(Adapted from source: Business Week International)

28. Take-away: key messages
1. Servitization in manufacturing can help
mitigating the risks of trade wars in a changing
pattern of globalization.
2. Digital Manufacturing is a strategic answer to
environmental and sustainability challenges,
making industrial processes more accountable.
3. Industrial digitalization triggers business model
evolution by reshaping your organizational
borders to connect with new value chains

29. Thanks!
Arrivederci...
Prof. CarloAlberto Carnevale-Maffè
Bocconi University School of Management
Email: carloalberto.carnevale@sdabocconi.it
Twitter: @carloalberto