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Technology Innovation Management
 Framework for Industrial Research
              Part-2
         Dr. Iain Sanders




          January 2005
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3
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THE STRATEGIC PLAN

                         Platform 1:
                      (Stages II, Part 3)




Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
WHAT PROBLEMS CAN BE ADDRESSED?

                           Platform 1:
                        (Stages II, Part 4)




  Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
PLATFORM 1: II (4)

   What Problems can be Addressed?

     Technology Problems
        Identify generic scientific and engineering parameters to
         improve products and processes.




                                                                     7
PLATFORM 1: II (4)

            Improving Products & Processes
       39 Generic Engineering Parameters to Improve:
1. Weight of a mobile object       14. Strength                                27. Reliability

2. Weight of a stationary object   15. Time of action of a moving object       28. Accuracy of measurement

3. Length of a mobile object       16. Time of action of a stationary object   29. Accuracy of manufacturing

4. Length of a stationary object   17. Temperature                             30. Harmful factors acting on an object
                                                                                   from outside
5. Area of a mobile object         18. Brightness                              31. Harmful factors developed by an
                                                                                   object
6. Area of a stationary object     19. Energy spent by a moving object         32. Manufacturability

7. Volume of a mobile object       20. Energy spent by a stationary object     33. Convenience of use

8. Volume of a stationary object   21. Power                                   34. Repairability

9. Speed                           22. Loss of energy                          35. Adaptability

10. Force                          23. Loss of a substance                     36. Complexity of a device

11. Tension / Pressure             24. Loss of an information                  37. Complexity of control

12. Shape                          25. Loss of time                            38. Level of automation

13. Stability of composition       26. Amount of substance                     39. Capacity / Productivity

                                                                                                             8
PLATFORM 1: II (4)

    Miscellaneous Characteristics to
    be Improved
     Technique-Independent           Common Physical
      Parameters                       Parameters
          Safety                         Electrical impedance
          Stability of parameters        Optical transparency
          Accuracy of operation          Viscosity
          Information                    Corrosion resistance
          Tolerances                     Noise
          Susceptibility                 Transient processes in
          Ergonomics                      condensed matter
          Aesthetics
          Others



                                                                    9
PLATFORM 1: II (4)

    Classification of Generic
    Engineering Parameters
     Group1: Common Physical & Generic Parameters
      (e.g. mass, size, energy etc.)
     Group2: Technique-Independent Negative
      Parameters (e.g. waste of substance or time, loss
      of information, harm, etc.)
     Group3: Technique-Independent Positive
      Parameters (e.g. productivity, manufacturability,
      etc.)




                                                      10
PLATFORM 1: II (4)

   Gp1: Common Physical & Geometric
        Parameters (e.g. mass, size, energy)
 1&2: Weight
     The mass of the subsystem, element, or technique in a gravitational field. The force that the
      body exerts on its support or suspension, or on the surface on which it rests
 3&4: Length
     A geometric characteristic described by the part of a line (straight or curved and not
      necessarily the longest) that can be measured by any unit of linear dimension, such as
      meter, inch, etc.
 5&6: Area
     A geometric characteristic described by the part of a plane enclosed by a finite continuous
      line that can be measured in a square unit of dimension. The part of a surface occupied by
      the subsystem
 7&8: Volume
     A geometric characteristic described by the part of a space that can be measured in a cubic
      unit of dimension. The part of a space, either internal or external, occupied by the subsystem
 9: Speed
     The velocity of the subsystem. The rate of a process or action in time that can be measured
      by any linear unit of length divided by a time unit

                                                                                          11
PLATFORM 1: II (4)

   Gp1: Common Physical & Geometric
        Parameters (e.g. mass, size, energy)
 10: Force
     Any interaction that can change the subsystem's condition due to the interaction between
      subsystems
 11: Stress or Pressure
     Tension on or inside the subsystem
 12: Shape
     The external contours, boundaries, that separate the subsystem from the environment or
      other subsystems. The appearance of the subsystem in the space
 17: Temperature
     The thermal condition of the subsystem. Liberally includes other thermal parameters, such
      as heat capacity, that affect the rate of temperature change
 18: Brightness
     Light flux per unit area. Also any other illumination characteristics of the subsystem, such as
      light intensity, degree of illumination
 21: Power
     The time rate of energy usage due to which the subsystem's functions are performed
 Also 13-16 & 26: 13. Stability of composition, 14. Strength, 15. Time of action of a moving object,
    16. Time of action of a stationary object, 26. Amount of substance
                                                                                          12
PLATFORM 1: II (4)

Gp2: Technique-Independent Negative
     Parameters (e.g. waste of substance or time,
                                 loss of information, harm)
 15&16: Duration of action
     The time during which the subsystem can perform useful and / or neutral functions
      (durability). It can be estimated as the average period between failures, the service life
 19&20: Energy spent by the subsystem
     The subsystem's requirement (such as electricity or rotation) to perform a particular function.
      Often energy is provided by the technique or super-system
 22: Waste of energy
     Use of energy (such as heat) that does not contribute to the job being done (compare with 19
      & 20). Reducing energy loss sometimes requires heuristics that are different from the
      heuristics for improving energy usage. Consequently, energy waste is a separate Parameter
 23: Waste of substance
     Partial or complete, permanent or temporary loss of some of the subsystem's materials or
      elements
 24: Loss of information
     Partial or complete, permanent or temporary loss of data or access to data in or by the
      subsystem. Frequently includes sensory data such as aroma, texture, etc.

                                                                                           13
PLATFORM 1: II (4)

Gp2: Technique-Independent Negative
     Parameters (e.g. waste of substance or time,
                                loss of information, harm)
 25: Waste of time
     Time is the duration of an activity. Improving the loss of time means reducing the time taken
      out of the activity. "Cycle time reduction" is a common term
 26: Amount of substance
     The number of the subsystem's materials or elements that might be changed fully or partially,
      permanently or temporarily
 30: Harmful factors acting on subsystem
     Susceptibility of the subsystem to externally generated harmful effects
 31: Harmful side effects
     A harmful effect that is generated by the subsystem as part of its operation within the
      technique, and that reduces the efficiency or quality of the functioning of the subsystem or
      whole technique
 Also 14, 36, 37: 14. Strength, 36. Complexity of a device, 37. Complexity of control




                                                                                         14
PLATFORM 1: II (4)

Gp3: Technique-Independent Positive
     Parameters (e.g. productivity, manufacturability)
 13: Stability of the subsystem
     The ability of the subsystem to keep its integrity (wholeness). Steadiness of the subsystem's
      elements in time. Wear, chemical decomposition, disassembly, the growth of entropy are all
      decreases in stability
 14: Strength
     The ability of the subsystem to resist a change in response to force. Resistance to breaking
 27: Reliability
     The subsystem's ability to perform its intended functions in predictable ways & conditions
 28: Accuracy of measurement
     The closeness of the measured value to the actual value of the subsystem parameter
 29: Accuracy of manufacturing
     The closeness of the actual characteristics of the subsystem to the specified or required
      characteristics that can be achieved during the subsystem production. (Note that
      manufacturing precision is often connected with quality of the subsystem)
 32: Manufacturability
     The degree of facility, comfort, ease, or effortlessness in manufacturing or fabricating of the
      subsystem

                                                                                           15
PLATFORM 1: II (4)

Gp3: Technique-Independent Positive
     Parameters (e.g. productivity, manufacturability)
 33: Convenience of use
     Simplicity & ease of operation. The technique is not convenient if it requires many steps to
      operate or needs special tools, many highly skilled workers, etc. Often a convenient process
      has high yield due to the possibility to do it right
 34: Repairability
     Quality characteristics such as convenience, comfort, simplicity, & time to repair faults,
      failures, or defects in the subsystem
 35: Adaptability
     The ability of the subsystem to respond positively to external changes, and the versatility of
      the subsystem that can be used in multiple ways under a variety of circumstances
 36: Complexity
     The number & diversity of elements & element interrelationships within the subsystem. The
      user may be an element of the subsystem that increases the complexity. The difficulty of
      mastering the subsystem is a measure of its complexity
 37: Complexity of control
     Measuring or monitoring the subsystems that are difficult, costly, & require much time &
      labour to set up & use, that have fuzzy relationships between components, or that have
      components that interfere with each other, demonstrating "difficult to detect & measure"

                                                                                          16
PLATFORM 1: II (4)

Gp3: Technique-Independent Positive
     Parameters (e.g. productivity, manufacturability)
 38: Level of automation
     The ability of the subsystem to perform its functions without human interface. The lowest
      level of automation is the use of a manually operated tool. For intermediate levels, humans
      program the tool, observe its operation, & interrupt or reprogram as needed. For the highest
      level, the machine senses the operation needed, programs itself, & monitors its own
      operations
 39: Productivity
     The number of functions or operations performed by the subsystem or whole technique per
      unit of time. The time for a unit function or operation. The output per unit time or the cost per
      unit of output
 Also 19-21: 19. Energy spent by a moving object, 20. Energy spent by a stationary object,
                 21. Power




                                                                                            17
WHAT RESOURCES CAN HELP?

                         Platform 1:
                      (Stages II, Part 5)




Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
PLATFORM 1: II (5)

    What Solutions are Available?

     Technology Solutions
        Provide proven techniques for overcoming technological
         constraints and functional limitations in systems.




                                                                  19
PLATFORM 1: II (5)

    What Resources can Help?

     Analytic and Knowledge-based Tools (Examples)
        Innovation Situation Questionnaire - ISQ (Analytic Tool)
        Problem Formulation (Analytic Tool)
        Technical Contradiction Analysis (Knowledge-based Tool)
        Ideal Design (Analytic Tool)
        Su-Field Analysis (Analytic Tool)
        Patterns of Evolution (Knowledge-based Tool)




                                                                    20
PLATFORM 1: II (5)

    Our Model For Innovation:
    Mowing The Lawn




            Innovation by normal, random process
                                               21
PLATFORM 1: II (5)

    Our Model For Innovation:
    Mowing The Lawn




  Give it a “kick” to get “out of the box” innovation
                                                 22
PLATFORM 1: II (5)

  BASICS OF TYPICAL INNOVATION TOOLS

     Psychology more than technology
         DeBono, Lateral Thinking/Six Hats™, CPS
         Can discuss integration if interested
     Randomness
         Brainstorming, picture, etc. stimulation
         Can review how to integrate if interested
       Highly dependent upon facilitation skills
       Fine for simple problems
       Can be easily learned
       Limited by knowledge in the room--TRIZ is the only innovation
        tool which uses the patterns of invention OUTSIDE the room as
        well


                                                                    23
ANOTHER TOOL: TRIZ
PLATFORM 1: II (5)

             WHAT IS “TRIZ” ?

                   A Russian acronym:
       Theoria Resheneyva Isobretatelskehuh Zadach




              (Theory of Solving Problems Inventively)




                                                         24
PLATFORM 1: II (5)

    Our Model For Innovation:
    Mowing The Lawn




  TRIZ is innovation by a rapid, systematic process

                                                25
PLATFORM 1: II (5)

    TRIZ IS…..

     The Russian acronym for the “Solving Problems
      Inventively” (pronounced “trees” )
     Based on observable patterns found in patents and
      literature of how people solve problems
     A system of:
         patterns of how people solve problems
         tools to define problems in ways that allow us to
          utilize the patterns for solving new problems.




                                                         26
PLATFORM 1: II (5)

             WHAT IS “TRIZ” ?

       A set of problem solving and forecasting tools
      based on the study of the world’s most inventive
      patents and the inventive principles used in them

       There are only so many and we keep reusing!




                                                      27
PLATFORM 1: II (5)

    WHAT TO USE TRIZ FOR

     Level 2-4 problems
        1--straightforward engineering design
        2--simple contradictions
        3--difficult design and manufacturing contradictions
        4--extremely difficult system design problems
         (“intestine problems”)
        5--invention of new science
     Level 4 can require looking at hundreds of thousands of
      potential solutions and take many years of effort within an
      organization




                                                                    28
PLATFORM 1: II (5)

    THE OUTPUT OF THE PROCESS

     Generates solution paths and concepts of
      solution, NOT engineering drawings and detail
     A better, more clearly defined problem and project
     New and nearly exhaustive set of solution
      concepts




                                                       29
PLATFORM 1: II (5)

    THE HISTORY OF TRIZ
    A discovery of a talented patent examiner for the Russian
     navy, Genrich Altshuller, 1950’s
    Originated from the study of several hundred thousand of the
     world’s most inventive patents--now in the millions
    He recognized that the development of technological systems
     follows predictable patterns that cut across ALL areas of
     technology--the speed of technical evolution can be
     accelerated
    Also recognized that problem solving principles are also
     predictable and repeatable--anyone can invent!
    Established schools to teach after a Stalin 7 yr. prison term--
     deceased in 1999 at age 71




                                                                  30
PLATFORM 1: II (5)

    BASIC CONCEPTS

     Systems evolve toward IDEALITY irreversibly
     Using RESOURCES within the system or easily
      convertible
     Resolving CONTRADICTIONS as they evolve
     PATTERNS OF INVENTIONS/OPERATORS are
      constantly recognized and used




                                                    31
THINKING OUTSIDE YOUR PARADIGM
PLATFORM 1: II (5)



    SPACE
                             IMPOSSIBLE




               POSSIBLE




                               TIME
    EVENTS AND EXPERIENCES SHAPE OUR BELIEF SYSTEM!!!

                                                    32
THE SOLUTION SPACE
PLATFORM 1: II (5)


                          Mechanical
                           Effects &
                          Technology
                      P roblem
   Chemical Effects       Electrical &
    & Technology        Magnetic Effects
         S olution       & Technology


                                           33
TAPPING OUR KNOWLEDGE
  PLATFORM 1: II (5)        Is
                       All Science
                       INDUSTRY
                        COMPANY


                        PERSONAL
                            1
                            2
                            3
                            4
                            5

 NOTE: BRAINSTORMING, ETC. FOCUS ONLY ON USING
 THE INNER AREA MORE EFFECTIVELY
                                           34
PATTERNS OF INVENTION
PLATFORM 1: II (5)
I HAVE TO REMOVE CORES FROM A
MILLION GREEN PEPPERS….


      Processing Sweet Peppers




                                 35
PLATFORM 1: II (5)

    WHAT IS THE OPERATOR?


    “Slowly raise pressure and suddenly reduce it” OR
      “accumulate energy and release it”
     A path to a solution
     An approach to solving a problem
     A direction towards an answer




                                                    36
PATTERNS OF INVENTION
PLATFORM 1: II (5)


  • Removing stems from bell peppers
  • Removing shells form sunflower seeds
  • Cleaning filters
  • Unpacking parts wrapped in protective
    paper
  • Splitting diamonds along micro-cracks
  • Producing sugar powder from sugar
    crystals
  • Explosive depulping
                                            37
PATTERNS OF INVENTION
PLATFORM 1: II (5)



   • Removing stems from bell peppers
   • Removing shells form sunflower seeds
   • Cleaning filters
   • Unpacking parts wrapped in protective paper
   • Splitting diamonds along micro-cracks
     (+27 years after pepper patent)
   • Producing sugar powder from sugar crystals
   • Explosive depulping

                                                   38
PLATFORM 1: II (5)

                                                Many Typical
                Many                          Recommendations
               Typical                              for
                         1                   1 Solutions A large problemsof
                                                                     number
              Problems   2
                                                             typical        are
                                             2   (Knowledge base) available for
                         3                   3                    consideration
                         4        To
   Prism
                             Corresponding
                                             4                    TRIZ help to marrow
 of TRIZ -               5                                        the search to a
 Analytical                    Solutions     5                    manageable range of
    tools
                         6                   6                    typical problems
                         7                   7                    For each typical
                         8                   8                    problem, there are one
                         9                                        or more potential
                                             9                    solutions


                         n                   n



                                                                                 39
PLATFORM 1: II (5)




      WHAT WOULD YOU HAVE TO RECOGNIZE
      TO BE ABLE TO TRANSFER THE PEPPER
     TECHNOLOLGY TO INDUSTRIAL GRINDING
                  DIAMONDS?




                                      40
PLATFORM 1: II (5)


                     “DEFALCATION”


         “The purpose is to reduce/eliminate
      defalcation when criminals use false ID to
            impersonate real customers”

                     What is Defalcation?




                                                   41
PLATFORM 1: II (5)

    GENERICIZING OUR LANGUAGE

          Defalcation
             Fraud
                Substitution of one thing for another
         Useful in internal communication, but a
          barrier to problem solving!




                                                        42
PLATFORM 1: II (5)

    THE BOTTOM LINE...

     MOST PROBLEMS THAT WE SOLVE AND MOST PATHS OF
       EVOLUTION OF TECHNICAL SYSTEMS ARE ALREADY
      KNOWN----THIS IS A MAJOR PSYCHOLOGICAL BARRIER

        WHAT WE HAVE TO DO IS TO RECOGNIZE OTHERS’
       PROBLEMS AND TECHNOLOGIES IN GENERIC FORM (IN
                         DISGUISE?)

      SOME PEOPLE MAKE A CAREER OUT OF MAKING THEIR
                PROBLEM SEEM TRULY UNIQUE




                                                      43
PLATFORM 1: II (5)




     TRIZ IS BOTH A MENTAL PROCESS AND A
      SCIENCE, AS WELL AS A SELECTION OF
               TOOLS IN A TOOL KIT




                                       44
PLATFORM 1: II (5)

         THE PROBLEM SOLVING
         PROCESS (ALGORITHM)
     Envision and state ideality or the ideal final result
     What are the barriers and contradictions?
     What are the resources that can be used?
     Develop a model of achieving ideality




                                                              45
PLATFORM 1: II (5)

    THE TOOLS IN THE TOOL KIT

     Ideal Final Result/Ideality (IFR)
     Resources
     Contradictions, contradiction table, and separation
      principles
     Lines and patterns of evolution
     Reverse TRIZ
     ARIZ
     Software




                                                       46
PLATFORM 1: II (5)

    AN OPERATOR


    Operator Example

    Specific problem   Specialized solution
    3x2+5x+2 = 0       x = ????




                                          47
PLATFORM 1: II (5)

    AN OPERATOR


    Operator Example
    Specific problem   Specialized solution
    3x2+5x+2 = 0       x= -1, -2/3




                                          48
PLATFORM 1: II (5)

    WHAT IS AN OPERATOR?
  Operator Example in Math

  Abstract problem                               Abstract solution
  ax2+bx+c = 0                                   x=(-b+/-/b24ac)/2a




  Specific problem                               Specialized solution
  3x2+5x+2 = 0                                   x= -1, -2/3

                               Trial and error
                     THINK ABOUT THE REVERSE OF THIS!!


                                                                      49
PLATFORM 1: II (5)

    THINKING ANALOGICALLY
    (WITHOUT AN EGO)

        THE WORLD’S     THE WORLD’S
         PROBLEMS        SOLUTIONS




        MY PROBLEM          MY SOLUTION




                                          50
PLATFORM 1: II (5)

    WHAT IS AN OPERATOR?


    “Slowly raise pressure and
    suddenly reduce it”
       A path to a solution
       An approach to solving a problem
       A direction towards an answer
       A recommendation on how to change a system
       Derived from patterns of invention and patterns of product
        evolution




                                                                 51
PATTERNS OF INVENTION
 PLATFORM 1: II (5)
• Altshuller recognized that the same fundamental
  problem (contradiction) had been addressed by a
  number of inventions in different areas of
  technology
• He also observed that the same fundamental
  solutions were used over and over again, often
  separated by many years
• He reasoned that if the latter inventor had had
  knowledge of the earlier solution, their task
  would have been straightforward
• He sought to extract, compile, and organize such
  information

                                                    52
TRIZ IS BASED ON PATTERNS IN
         THE PATENT DATABASE
  PLATFORM 1: II (5)

 Patents *
(Worldwide)            Key Findings
                       •Definition of inventive problems
                       •Levels of invention
                       •Patterns of evolution
                       •Patterns of invention




                              * Today over 2,000,000 patents
                                have been investigated.
                                                      53
Innovation Situation
Questionnaire – ISQ Tool
       Platform 1:
    (Stages II, Part 5)
PLATFORM 1: II (5)

    What Resources can Help?

     Analytic and Knowledge-based Tools (Examples)
        Innovation Situation Questionnaire - ISQ (Analytic Tool):
        Design or inventive problems are not always clearly defined and
        all relevant information is not known by the team members. The
        ISQ makes explicit all the needed information for the individuals
        working with innovative problems. The ISQ provides the much
        needed structure for gathering information necessary to
        reformulate a problem and then break it down into many smaller
        problems.




                                                                        55
PLATFORM 1: II (5)

    Innovation Situation
    Questionnaire - ISQ
       May be broken down into a distinct number of
        steps, for example:
        1.   Brief description of the problem
        2.   Information about the system
        3.   Information about the problem situation
        4.   Ideal vision of solution
        5.   Available resources
        6.   Allowable resources
        7.   Criteria for selecting solution concepts
        8.   Company business environment
        9.   Project data

                                                        56
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

     Try to describe your problem in a single, simple
      phrase. Avoid using professional terminology –
      instead, use the "everyday" language you would
      use to speak to a high-school science student.
      Although professional language is very useful for
      communication between experts, it can hide the
      more basic information required to solve tough
      problems. By expressing your problem in non-
      professional terms it becomes more "generalized,"
      giving you the opportunity to apply more
      approaches in your search for solutions.


                                                     57
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

     Try using these methods to reduce psychological
      inertia:
         Change your point of view
         Play with the scale
         Play the game "Good-Bad"
         Use Problem Inversion
         Use the Method of Feature Transfer (MFT)




                                                        58
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

     Change your point of view:
        Try to explain your problem to a teenager. Use
         general words rather than professional
         terminology.
        Imagine how your problem would be presented
         by:
            someone who knows nothing about your
             system
            a barbarian
            a lunatic
            a Martian
                                                      59
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

 Play with the scale:
   How would your problem change if one or more system parameters
    were increased or decreased by a factor of 2, 5, 10, 50, 500, or 10000?
    What if a parameter had a negative value?
   As you think about this, consider changes to:
       dimension
       speed of action
       the cost of problem solving, for example:
               – What could you do with one dollar?
               – What could you do with one million dollars?
   Also consider the parameters associated with the main system
    functions, such as temperature, power, efficiency, accuracy, etc.


                                                                   60
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem
 Play the game "Good-Bad":
   Write down the following sequence of statements:
      Having the main system drawback <describe> is BAD for the
       following reason: <describe Reason 1>
      Having Reason 1 <describe> is GOOD for the following reason:
       <describe Reason 2>
      Having Reason 2 <describe> is BAD for the following reason:
       <describe Reason 3>
      Having Reason 3 <describe> is GOOD for the following reason:
       <describe Reason 4>

   Try to create at least 4 or 5 statements. Don't be concerned if a
    reason seems ridiculous or unacceptable – the purpose of this
    exercise is to get you thinking "out of the box."
                                                                    61
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

 Use Problem Inversion:
   Consider the following options:

      Replace an action with an opposing action – for example, instead
       of heating, use cooling. In particular, consider replacing a
       sequence of operations with the reverse sequence.
      Make movable parts immovable, making immovable parts
       movable and change the nature of the movement from
       reciprocating motion to rotary or oscillatory motion and vice
       versa
      Turn the object, system or process inside-out or upside-down. In
       particular, consider substituting an inside action for an outside
       action, or vice-versa.

                                                                 62
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    1. Brief Description of the Problem

 Method of Feature Transfer (MFT):
   The Method of Feature Transfer (MFT) entails transferring the
    features of randomly-picked objects to the system (usually a
    product) that you are trying to improve. To do this, follow these
    steps:
       Step 1. Identify the system to be improved
       Step 2. Select 3 to 5 objects at random – for example, open a book
        or magazine and pick 3 - 5 different nouns
       Step 3. List the features for each object you selected
       Step 4. Transfer the features to the product you wish to improve.
        In particular:
         Apply each feature of the selected object, one at a time, to the product
         Try to formulate problems for improving the product in the direction prompted
          by the random feature
                                                                              63
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    2. Information about the System
     Name the system in which the problem occurs.

     Describe the purpose of the system.

     Describe the structure and functioning of the
      system.

     Describe the system environment

     Formulate your answers with as much detail as
      possible – err on the side of providing too much,
      rather than too little information.
                                                          64
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    3. Information about the Problem
       Situation
     Describe the problem, the reasons for resolving it,
      and the mechanism (s) responsible for its
      occurrence.




                                                        65
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    4. Ideal Vision of Solution
     Describe the ideal solution using the following
      templates:

        An element <name/description of element> that produces a
         required useful effect <describe the useful effect> is no longer
         necessary.

        An element <name/description of element> that causes a
         harmful effect < describe the harmful effect> is removed from
         the system.

        A harmful effect <name/description of element> withdraws
         itself.

                                                                       66
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

     5. Available Resources
   Resources are substances, fields (energy), the properties of a substance/field,
    functional characteristics, and other attributes existing in a system and its
    surroundings, which can be utilized for system improvement.
   Readily-available resources are resources that can be used as they are. Consider the
    following types of readily-available resources:
           Substance resources
           Field resources
           Space resources
           Time resources
           Informational resources
           Functional resources
   Derived resources are resources that can be used after undergoing some kind of
    transformation. To utilize an available resource after transformation, consider the
    appropriate recommendation for that type of resource:
           Derived substance resources
           Derived field resources
           Derived time resources
           Derived functional resources
           Derived resource accumulation
           Derived resource concentration                                         67
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

  6. Allowable Changes to the System
     Describe the degree of allowable change to the system:
      1.   Completely changing the system is allowed.
      2.   Drastic changes to the system are allowed.
      3.   Small changes are allowed.
      4.   Only minimal changes are allowed.

     Describe the limitations for changing the system:
      1. Indicate what cannot be changed in the system – i.e., which technical,
         economic or other characteristics should:
              remain constant
              not decrease
              not increase
      2. Explain the reasons for the imposed restrictions.
      3. If possible, indicate the conditions under which these restrictions can be
         removed.
      4. If removing the restrictions causes new (secondary) problems, evaluate if it is
         better to try to solve these problems rather than solve the original problem.
                                                                               68
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

     7. Criteria for Selecting Solution
        Concepts
   Any process must have a measure for success. Some criteria are so obvious
    that they are not even mentioned until they are violated by a developed
    Concept. To avoid wasting time and effort developing useless Concepts, it is
    better to document the “success" criteria beforehand. For this purpose, refer
    to Typical criteria for success:
      Indicate the desired technical characteristics compared to the existing
       characteristics.
      Indicate the desired economic characteristics compared to the existing
       characteristics. In particular, specify an acceptable cost of each prospective
       change, an acceptable amount of investment for implementing each change, etc.
      Indicate the desired timetables for each stage of work; i.e., concept development,
       evaluation of potential solutions, and implementation of the solution(s).
      Indicate the expected degree of novelty of the solutions (i.e., is it desirable to
       patent new concepts?).
      Consider additional criteria, such as:
         – product appearance
         – convenience and low cost of maintenance and service
         – other
                                                                                 69
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

     7. Criteria for Selecting Solution
        Concepts
   While selecting your success criteria, make sure that the limitations are
    reasonable. Also, try to avoid criteria that "push" the problem-solving
    process in a particular direction (for example, declaring beforehand that the
    solution must be hydraulic-based).

   Often, analyzing the success criteria produces critical changes in how the
    problem is understood, which are in turn helpful toward finding a solution. To
    analyze the criteria, consider the following questions:

      Are certain criteria too high or even excessive, and thus only hinder the
       problem-solving effort?
      Are certain criteria unclear and therefore capable of hindering the search
       for a solution?
      Are important criteria missing?
      Should certain criteria be stronger to satisfy long-term requirements?

                                                                          70
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

   8. Company Business Environment
     Describe the company's products, markets,
      competition, clients, suppliers, facilities, process
      systems, etc. Regard all of these things as
      sources of different resources.

     Financial resources

     Human resources

     Technical resources

     Other business assets as resources
                                                             71
Innovation Situation Questionnaire - ISQ
PLATFORM 1: II (5)

    9. Project Data

     Document information about the project that
      encompasses the solving of your problem:

        Project name
        Project objectives
        Project timeline
        Project team
        Contact information (phone, E-mail, etc.)




                                                     72
Problem Formulation Tool

       Platform 1:
    (Stages II, Part 5)
PLATFORM 1: II (5)

    What Resources can Help?


     Analytic and Knowledge-based Tools (Examples)
        Problem Formulation (Analytic Tool): A flow chart is made
        linking everything in the system to the “Primary Useful Function”
        and the “Primary Harmful Function”. Secondary functions are
        included, going to the level of detail required by the particular
        need that created the project. The links between nodes in the
        flow chart represent causal relationships. The output is a
        comprehensive set of problem statements defining the problem
        space.




                                                                        74
PLATFORM 1: II (5)

    Useful Function


              Useful
             Function



     Has useful output (although it may also have harmful output
      as well)
     Is a useful result




                                                               75
PLATFORM 1: II (5)

    Harmful Function


              Harmful
              Function




     Leads to a harmful result. No useful results are produced.
     A harmful result because it hinders some useful function.




                                                                   76
PLATFORM 1: II (5)

    Links
         Links describe the relationship between functions.

                   Link
      Function              Function
         A                     B

    Produce                    Makes good happen

    Produce                    Makes bad happen
    Counteract                 Stops good from happening

    Counteract                 Stops bad from happening

                                                              77
Link Examples:
Carpet Cleaning Service
   PLATFORM 1: II (5)



     Steam                Clean                Enjoy
   extraction             carpet               home



                                   System to
         Fear of damage
          to furniture
                                    protect
                                   furniture

                                                       78
PLATFORM 1: II (5)

    Basic Directions
    Improving a Useful System

        Useful Function                  Useful Function
               A                                B




                  Make it better
                  Make it differently
                  Make B without A




                                                           79
PLATFORM 1: II (5)

    Basic Directions
    Improving a Harmful System

            Harmful                    Harmful
            Function                   Function
               A                          B


                  Stop the source
                  Stop the action
                  Reduce the consequences




                                                  80
PLATFORM 1: II (5)

    Directions - Harmful Functions




      Stop the        Stop the        Reduce the
       source          action        consequences

      Stop the         Pad the          Make
      collision      components      replacement
                                         easy
                                                    81
PLATFORM 1: II (5)

    Refined Directions - Operators

     After selecting a basic direction to explore, we get
      more detailed suggestions for solutions. We call
      these suggestions operators.




                                                         82
PLATFORM 1: II (5)

    Basic Directions
    Improving a Useful System

        Useful Function                  Useful Function
               A                                B




                  Make it better
                  Make it differently
                  Make B without A




                                                           83

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Innovation Benefits Realization for Industrial Research (Part-2)

  • 1. Technology Innovation Management Framework for Industrial Research Part-2 Dr. Iain Sanders January 2005
  • 2. 2
  • 3. 3
  • 4. 4
  • 5. THE STRATEGIC PLAN Platform 1: (Stages II, Part 3) Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
  • 6. WHAT PROBLEMS CAN BE ADDRESSED? Platform 1: (Stages II, Part 4) Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
  • 7. PLATFORM 1: II (4) What Problems can be Addressed?  Technology Problems  Identify generic scientific and engineering parameters to improve products and processes. 7
  • 8. PLATFORM 1: II (4) Improving Products & Processes 39 Generic Engineering Parameters to Improve: 1. Weight of a mobile object 14. Strength 27. Reliability 2. Weight of a stationary object 15. Time of action of a moving object 28. Accuracy of measurement 3. Length of a mobile object 16. Time of action of a stationary object 29. Accuracy of manufacturing 4. Length of a stationary object 17. Temperature 30. Harmful factors acting on an object from outside 5. Area of a mobile object 18. Brightness 31. Harmful factors developed by an object 6. Area of a stationary object 19. Energy spent by a moving object 32. Manufacturability 7. Volume of a mobile object 20. Energy spent by a stationary object 33. Convenience of use 8. Volume of a stationary object 21. Power 34. Repairability 9. Speed 22. Loss of energy 35. Adaptability 10. Force 23. Loss of a substance 36. Complexity of a device 11. Tension / Pressure 24. Loss of an information 37. Complexity of control 12. Shape 25. Loss of time 38. Level of automation 13. Stability of composition 26. Amount of substance 39. Capacity / Productivity 8
  • 9. PLATFORM 1: II (4) Miscellaneous Characteristics to be Improved  Technique-Independent  Common Physical Parameters Parameters  Safety  Electrical impedance  Stability of parameters  Optical transparency  Accuracy of operation  Viscosity  Information  Corrosion resistance  Tolerances  Noise  Susceptibility  Transient processes in  Ergonomics condensed matter  Aesthetics  Others 9
  • 10. PLATFORM 1: II (4) Classification of Generic Engineering Parameters  Group1: Common Physical & Generic Parameters (e.g. mass, size, energy etc.)  Group2: Technique-Independent Negative Parameters (e.g. waste of substance or time, loss of information, harm, etc.)  Group3: Technique-Independent Positive Parameters (e.g. productivity, manufacturability, etc.) 10
  • 11. PLATFORM 1: II (4) Gp1: Common Physical & Geometric Parameters (e.g. mass, size, energy)  1&2: Weight  The mass of the subsystem, element, or technique in a gravitational field. The force that the body exerts on its support or suspension, or on the surface on which it rests  3&4: Length  A geometric characteristic described by the part of a line (straight or curved and not necessarily the longest) that can be measured by any unit of linear dimension, such as meter, inch, etc.  5&6: Area  A geometric characteristic described by the part of a plane enclosed by a finite continuous line that can be measured in a square unit of dimension. The part of a surface occupied by the subsystem  7&8: Volume  A geometric characteristic described by the part of a space that can be measured in a cubic unit of dimension. The part of a space, either internal or external, occupied by the subsystem  9: Speed  The velocity of the subsystem. The rate of a process or action in time that can be measured by any linear unit of length divided by a time unit 11
  • 12. PLATFORM 1: II (4) Gp1: Common Physical & Geometric Parameters (e.g. mass, size, energy)  10: Force  Any interaction that can change the subsystem's condition due to the interaction between subsystems  11: Stress or Pressure  Tension on or inside the subsystem  12: Shape  The external contours, boundaries, that separate the subsystem from the environment or other subsystems. The appearance of the subsystem in the space  17: Temperature  The thermal condition of the subsystem. Liberally includes other thermal parameters, such as heat capacity, that affect the rate of temperature change  18: Brightness  Light flux per unit area. Also any other illumination characteristics of the subsystem, such as light intensity, degree of illumination  21: Power  The time rate of energy usage due to which the subsystem's functions are performed  Also 13-16 & 26: 13. Stability of composition, 14. Strength, 15. Time of action of a moving object, 16. Time of action of a stationary object, 26. Amount of substance 12
  • 13. PLATFORM 1: II (4) Gp2: Technique-Independent Negative Parameters (e.g. waste of substance or time, loss of information, harm)  15&16: Duration of action  The time during which the subsystem can perform useful and / or neutral functions (durability). It can be estimated as the average period between failures, the service life  19&20: Energy spent by the subsystem  The subsystem's requirement (such as electricity or rotation) to perform a particular function. Often energy is provided by the technique or super-system  22: Waste of energy  Use of energy (such as heat) that does not contribute to the job being done (compare with 19 & 20). Reducing energy loss sometimes requires heuristics that are different from the heuristics for improving energy usage. Consequently, energy waste is a separate Parameter  23: Waste of substance  Partial or complete, permanent or temporary loss of some of the subsystem's materials or elements  24: Loss of information  Partial or complete, permanent or temporary loss of data or access to data in or by the subsystem. Frequently includes sensory data such as aroma, texture, etc. 13
  • 14. PLATFORM 1: II (4) Gp2: Technique-Independent Negative Parameters (e.g. waste of substance or time, loss of information, harm)  25: Waste of time  Time is the duration of an activity. Improving the loss of time means reducing the time taken out of the activity. "Cycle time reduction" is a common term  26: Amount of substance  The number of the subsystem's materials or elements that might be changed fully or partially, permanently or temporarily  30: Harmful factors acting on subsystem  Susceptibility of the subsystem to externally generated harmful effects  31: Harmful side effects  A harmful effect that is generated by the subsystem as part of its operation within the technique, and that reduces the efficiency or quality of the functioning of the subsystem or whole technique  Also 14, 36, 37: 14. Strength, 36. Complexity of a device, 37. Complexity of control 14
  • 15. PLATFORM 1: II (4) Gp3: Technique-Independent Positive Parameters (e.g. productivity, manufacturability)  13: Stability of the subsystem  The ability of the subsystem to keep its integrity (wholeness). Steadiness of the subsystem's elements in time. Wear, chemical decomposition, disassembly, the growth of entropy are all decreases in stability  14: Strength  The ability of the subsystem to resist a change in response to force. Resistance to breaking  27: Reliability  The subsystem's ability to perform its intended functions in predictable ways & conditions  28: Accuracy of measurement  The closeness of the measured value to the actual value of the subsystem parameter  29: Accuracy of manufacturing  The closeness of the actual characteristics of the subsystem to the specified or required characteristics that can be achieved during the subsystem production. (Note that manufacturing precision is often connected with quality of the subsystem)  32: Manufacturability  The degree of facility, comfort, ease, or effortlessness in manufacturing or fabricating of the subsystem 15
  • 16. PLATFORM 1: II (4) Gp3: Technique-Independent Positive Parameters (e.g. productivity, manufacturability)  33: Convenience of use  Simplicity & ease of operation. The technique is not convenient if it requires many steps to operate or needs special tools, many highly skilled workers, etc. Often a convenient process has high yield due to the possibility to do it right  34: Repairability  Quality characteristics such as convenience, comfort, simplicity, & time to repair faults, failures, or defects in the subsystem  35: Adaptability  The ability of the subsystem to respond positively to external changes, and the versatility of the subsystem that can be used in multiple ways under a variety of circumstances  36: Complexity  The number & diversity of elements & element interrelationships within the subsystem. The user may be an element of the subsystem that increases the complexity. The difficulty of mastering the subsystem is a measure of its complexity  37: Complexity of control  Measuring or monitoring the subsystems that are difficult, costly, & require much time & labour to set up & use, that have fuzzy relationships between components, or that have components that interfere with each other, demonstrating "difficult to detect & measure" 16
  • 17. PLATFORM 1: II (4) Gp3: Technique-Independent Positive Parameters (e.g. productivity, manufacturability)  38: Level of automation  The ability of the subsystem to perform its functions without human interface. The lowest level of automation is the use of a manually operated tool. For intermediate levels, humans program the tool, observe its operation, & interrupt or reprogram as needed. For the highest level, the machine senses the operation needed, programs itself, & monitors its own operations  39: Productivity  The number of functions or operations performed by the subsystem or whole technique per unit of time. The time for a unit function or operation. The output per unit time or the cost per unit of output  Also 19-21: 19. Energy spent by a moving object, 20. Energy spent by a stationary object, 21. Power 17
  • 18. WHAT RESOURCES CAN HELP? Platform 1: (Stages II, Part 5) Integrating Technology Innovation with Business Function – Part I: Laying the Foundation
  • 19. PLATFORM 1: II (5) What Solutions are Available?  Technology Solutions  Provide proven techniques for overcoming technological constraints and functional limitations in systems. 19
  • 20. PLATFORM 1: II (5) What Resources can Help?  Analytic and Knowledge-based Tools (Examples)  Innovation Situation Questionnaire - ISQ (Analytic Tool)  Problem Formulation (Analytic Tool)  Technical Contradiction Analysis (Knowledge-based Tool)  Ideal Design (Analytic Tool)  Su-Field Analysis (Analytic Tool)  Patterns of Evolution (Knowledge-based Tool) 20
  • 21. PLATFORM 1: II (5) Our Model For Innovation: Mowing The Lawn Innovation by normal, random process 21
  • 22. PLATFORM 1: II (5) Our Model For Innovation: Mowing The Lawn Give it a “kick” to get “out of the box” innovation 22
  • 23. PLATFORM 1: II (5) BASICS OF TYPICAL INNOVATION TOOLS  Psychology more than technology  DeBono, Lateral Thinking/Six Hats™, CPS  Can discuss integration if interested  Randomness  Brainstorming, picture, etc. stimulation  Can review how to integrate if interested  Highly dependent upon facilitation skills  Fine for simple problems  Can be easily learned  Limited by knowledge in the room--TRIZ is the only innovation tool which uses the patterns of invention OUTSIDE the room as well 23
  • 24. ANOTHER TOOL: TRIZ PLATFORM 1: II (5) WHAT IS “TRIZ” ? A Russian acronym: Theoria Resheneyva Isobretatelskehuh Zadach (Theory of Solving Problems Inventively) 24
  • 25. PLATFORM 1: II (5) Our Model For Innovation: Mowing The Lawn TRIZ is innovation by a rapid, systematic process 25
  • 26. PLATFORM 1: II (5) TRIZ IS…..  The Russian acronym for the “Solving Problems Inventively” (pronounced “trees” )  Based on observable patterns found in patents and literature of how people solve problems  A system of:  patterns of how people solve problems  tools to define problems in ways that allow us to utilize the patterns for solving new problems. 26
  • 27. PLATFORM 1: II (5) WHAT IS “TRIZ” ? A set of problem solving and forecasting tools based on the study of the world’s most inventive patents and the inventive principles used in them There are only so many and we keep reusing! 27
  • 28. PLATFORM 1: II (5) WHAT TO USE TRIZ FOR  Level 2-4 problems  1--straightforward engineering design  2--simple contradictions  3--difficult design and manufacturing contradictions  4--extremely difficult system design problems (“intestine problems”)  5--invention of new science  Level 4 can require looking at hundreds of thousands of potential solutions and take many years of effort within an organization 28
  • 29. PLATFORM 1: II (5) THE OUTPUT OF THE PROCESS  Generates solution paths and concepts of solution, NOT engineering drawings and detail  A better, more clearly defined problem and project  New and nearly exhaustive set of solution concepts 29
  • 30. PLATFORM 1: II (5) THE HISTORY OF TRIZ  A discovery of a talented patent examiner for the Russian navy, Genrich Altshuller, 1950’s  Originated from the study of several hundred thousand of the world’s most inventive patents--now in the millions  He recognized that the development of technological systems follows predictable patterns that cut across ALL areas of technology--the speed of technical evolution can be accelerated  Also recognized that problem solving principles are also predictable and repeatable--anyone can invent!  Established schools to teach after a Stalin 7 yr. prison term-- deceased in 1999 at age 71 30
  • 31. PLATFORM 1: II (5) BASIC CONCEPTS  Systems evolve toward IDEALITY irreversibly  Using RESOURCES within the system or easily convertible  Resolving CONTRADICTIONS as they evolve  PATTERNS OF INVENTIONS/OPERATORS are constantly recognized and used 31
  • 32. THINKING OUTSIDE YOUR PARADIGM PLATFORM 1: II (5) SPACE IMPOSSIBLE POSSIBLE TIME EVENTS AND EXPERIENCES SHAPE OUR BELIEF SYSTEM!!! 32
  • 33. THE SOLUTION SPACE PLATFORM 1: II (5) Mechanical Effects & Technology P roblem Chemical Effects Electrical & & Technology Magnetic Effects S olution & Technology 33
  • 34. TAPPING OUR KNOWLEDGE PLATFORM 1: II (5) Is All Science INDUSTRY COMPANY PERSONAL 1 2 3 4 5 NOTE: BRAINSTORMING, ETC. FOCUS ONLY ON USING THE INNER AREA MORE EFFECTIVELY 34
  • 35. PATTERNS OF INVENTION PLATFORM 1: II (5) I HAVE TO REMOVE CORES FROM A MILLION GREEN PEPPERS…. Processing Sweet Peppers 35
  • 36. PLATFORM 1: II (5) WHAT IS THE OPERATOR? “Slowly raise pressure and suddenly reduce it” OR “accumulate energy and release it”  A path to a solution  An approach to solving a problem  A direction towards an answer 36
  • 37. PATTERNS OF INVENTION PLATFORM 1: II (5) • Removing stems from bell peppers • Removing shells form sunflower seeds • Cleaning filters • Unpacking parts wrapped in protective paper • Splitting diamonds along micro-cracks • Producing sugar powder from sugar crystals • Explosive depulping 37
  • 38. PATTERNS OF INVENTION PLATFORM 1: II (5) • Removing stems from bell peppers • Removing shells form sunflower seeds • Cleaning filters • Unpacking parts wrapped in protective paper • Splitting diamonds along micro-cracks (+27 years after pepper patent) • Producing sugar powder from sugar crystals • Explosive depulping 38
  • 39. PLATFORM 1: II (5) Many Typical Many Recommendations Typical for 1 1 Solutions A large problemsof number Problems 2 typical are 2 (Knowledge base) available for 3 3 consideration 4 To Prism Corresponding 4 TRIZ help to marrow of TRIZ - 5 the search to a Analytical Solutions 5 manageable range of tools 6 6 typical problems 7 7 For each typical 8 8 problem, there are one 9 or more potential 9 solutions n n 39
  • 40. PLATFORM 1: II (5) WHAT WOULD YOU HAVE TO RECOGNIZE TO BE ABLE TO TRANSFER THE PEPPER TECHNOLOLGY TO INDUSTRIAL GRINDING DIAMONDS? 40
  • 41. PLATFORM 1: II (5) “DEFALCATION” “The purpose is to reduce/eliminate defalcation when criminals use false ID to impersonate real customers” What is Defalcation? 41
  • 42. PLATFORM 1: II (5) GENERICIZING OUR LANGUAGE  Defalcation Fraud Substitution of one thing for another Useful in internal communication, but a barrier to problem solving! 42
  • 43. PLATFORM 1: II (5) THE BOTTOM LINE... MOST PROBLEMS THAT WE SOLVE AND MOST PATHS OF EVOLUTION OF TECHNICAL SYSTEMS ARE ALREADY KNOWN----THIS IS A MAJOR PSYCHOLOGICAL BARRIER WHAT WE HAVE TO DO IS TO RECOGNIZE OTHERS’ PROBLEMS AND TECHNOLOGIES IN GENERIC FORM (IN DISGUISE?) SOME PEOPLE MAKE A CAREER OUT OF MAKING THEIR PROBLEM SEEM TRULY UNIQUE 43
  • 44. PLATFORM 1: II (5) TRIZ IS BOTH A MENTAL PROCESS AND A SCIENCE, AS WELL AS A SELECTION OF TOOLS IN A TOOL KIT 44
  • 45. PLATFORM 1: II (5) THE PROBLEM SOLVING PROCESS (ALGORITHM)  Envision and state ideality or the ideal final result  What are the barriers and contradictions?  What are the resources that can be used?  Develop a model of achieving ideality 45
  • 46. PLATFORM 1: II (5) THE TOOLS IN THE TOOL KIT  Ideal Final Result/Ideality (IFR)  Resources  Contradictions, contradiction table, and separation principles  Lines and patterns of evolution  Reverse TRIZ  ARIZ  Software 46
  • 47. PLATFORM 1: II (5) AN OPERATOR Operator Example Specific problem Specialized solution 3x2+5x+2 = 0 x = ???? 47
  • 48. PLATFORM 1: II (5) AN OPERATOR Operator Example Specific problem Specialized solution 3x2+5x+2 = 0 x= -1, -2/3 48
  • 49. PLATFORM 1: II (5) WHAT IS AN OPERATOR? Operator Example in Math Abstract problem Abstract solution ax2+bx+c = 0 x=(-b+/-/b24ac)/2a Specific problem Specialized solution 3x2+5x+2 = 0 x= -1, -2/3 Trial and error THINK ABOUT THE REVERSE OF THIS!! 49
  • 50. PLATFORM 1: II (5) THINKING ANALOGICALLY (WITHOUT AN EGO) THE WORLD’S THE WORLD’S PROBLEMS SOLUTIONS MY PROBLEM MY SOLUTION 50
  • 51. PLATFORM 1: II (5) WHAT IS AN OPERATOR? “Slowly raise pressure and suddenly reduce it”  A path to a solution  An approach to solving a problem  A direction towards an answer  A recommendation on how to change a system  Derived from patterns of invention and patterns of product evolution 51
  • 52. PATTERNS OF INVENTION PLATFORM 1: II (5) • Altshuller recognized that the same fundamental problem (contradiction) had been addressed by a number of inventions in different areas of technology • He also observed that the same fundamental solutions were used over and over again, often separated by many years • He reasoned that if the latter inventor had had knowledge of the earlier solution, their task would have been straightforward • He sought to extract, compile, and organize such information 52
  • 53. TRIZ IS BASED ON PATTERNS IN THE PATENT DATABASE PLATFORM 1: II (5) Patents * (Worldwide) Key Findings •Definition of inventive problems •Levels of invention •Patterns of evolution •Patterns of invention * Today over 2,000,000 patents have been investigated. 53
  • 54. Innovation Situation Questionnaire – ISQ Tool Platform 1: (Stages II, Part 5)
  • 55. PLATFORM 1: II (5) What Resources can Help?  Analytic and Knowledge-based Tools (Examples)  Innovation Situation Questionnaire - ISQ (Analytic Tool): Design or inventive problems are not always clearly defined and all relevant information is not known by the team members. The ISQ makes explicit all the needed information for the individuals working with innovative problems. The ISQ provides the much needed structure for gathering information necessary to reformulate a problem and then break it down into many smaller problems. 55
  • 56. PLATFORM 1: II (5) Innovation Situation Questionnaire - ISQ  May be broken down into a distinct number of steps, for example: 1. Brief description of the problem 2. Information about the system 3. Information about the problem situation 4. Ideal vision of solution 5. Available resources 6. Allowable resources 7. Criteria for selecting solution concepts 8. Company business environment 9. Project data 56
  • 57. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Try to describe your problem in a single, simple phrase. Avoid using professional terminology – instead, use the "everyday" language you would use to speak to a high-school science student. Although professional language is very useful for communication between experts, it can hide the more basic information required to solve tough problems. By expressing your problem in non- professional terms it becomes more "generalized," giving you the opportunity to apply more approaches in your search for solutions. 57
  • 58. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Try using these methods to reduce psychological inertia:  Change your point of view  Play with the scale  Play the game "Good-Bad"  Use Problem Inversion  Use the Method of Feature Transfer (MFT) 58
  • 59. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Change your point of view:  Try to explain your problem to a teenager. Use general words rather than professional terminology.  Imagine how your problem would be presented by:  someone who knows nothing about your system  a barbarian  a lunatic  a Martian 59
  • 60. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Play with the scale:  How would your problem change if one or more system parameters were increased or decreased by a factor of 2, 5, 10, 50, 500, or 10000? What if a parameter had a negative value?  As you think about this, consider changes to:  dimension  speed of action  the cost of problem solving, for example: – What could you do with one dollar? – What could you do with one million dollars?  Also consider the parameters associated with the main system functions, such as temperature, power, efficiency, accuracy, etc. 60
  • 61. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Play the game "Good-Bad":  Write down the following sequence of statements:  Having the main system drawback <describe> is BAD for the following reason: <describe Reason 1>  Having Reason 1 <describe> is GOOD for the following reason: <describe Reason 2>  Having Reason 2 <describe> is BAD for the following reason: <describe Reason 3>  Having Reason 3 <describe> is GOOD for the following reason: <describe Reason 4>  Try to create at least 4 or 5 statements. Don't be concerned if a reason seems ridiculous or unacceptable – the purpose of this exercise is to get you thinking "out of the box." 61
  • 62. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Use Problem Inversion:  Consider the following options:  Replace an action with an opposing action – for example, instead of heating, use cooling. In particular, consider replacing a sequence of operations with the reverse sequence.  Make movable parts immovable, making immovable parts movable and change the nature of the movement from reciprocating motion to rotary or oscillatory motion and vice versa  Turn the object, system or process inside-out or upside-down. In particular, consider substituting an inside action for an outside action, or vice-versa. 62
  • 63. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 1. Brief Description of the Problem  Method of Feature Transfer (MFT):  The Method of Feature Transfer (MFT) entails transferring the features of randomly-picked objects to the system (usually a product) that you are trying to improve. To do this, follow these steps:  Step 1. Identify the system to be improved  Step 2. Select 3 to 5 objects at random – for example, open a book or magazine and pick 3 - 5 different nouns  Step 3. List the features for each object you selected  Step 4. Transfer the features to the product you wish to improve. In particular:  Apply each feature of the selected object, one at a time, to the product  Try to formulate problems for improving the product in the direction prompted by the random feature 63
  • 64. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 2. Information about the System  Name the system in which the problem occurs.  Describe the purpose of the system.  Describe the structure and functioning of the system.  Describe the system environment  Formulate your answers with as much detail as possible – err on the side of providing too much, rather than too little information. 64
  • 65. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 3. Information about the Problem Situation  Describe the problem, the reasons for resolving it, and the mechanism (s) responsible for its occurrence. 65
  • 66. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 4. Ideal Vision of Solution  Describe the ideal solution using the following templates:  An element <name/description of element> that produces a required useful effect <describe the useful effect> is no longer necessary.  An element <name/description of element> that causes a harmful effect < describe the harmful effect> is removed from the system.  A harmful effect <name/description of element> withdraws itself. 66
  • 67. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 5. Available Resources  Resources are substances, fields (energy), the properties of a substance/field, functional characteristics, and other attributes existing in a system and its surroundings, which can be utilized for system improvement.  Readily-available resources are resources that can be used as they are. Consider the following types of readily-available resources:  Substance resources  Field resources  Space resources  Time resources  Informational resources  Functional resources  Derived resources are resources that can be used after undergoing some kind of transformation. To utilize an available resource after transformation, consider the appropriate recommendation for that type of resource:  Derived substance resources  Derived field resources  Derived time resources  Derived functional resources  Derived resource accumulation  Derived resource concentration 67
  • 68. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 6. Allowable Changes to the System  Describe the degree of allowable change to the system: 1. Completely changing the system is allowed. 2. Drastic changes to the system are allowed. 3. Small changes are allowed. 4. Only minimal changes are allowed.  Describe the limitations for changing the system: 1. Indicate what cannot be changed in the system – i.e., which technical, economic or other characteristics should:  remain constant  not decrease  not increase 2. Explain the reasons for the imposed restrictions. 3. If possible, indicate the conditions under which these restrictions can be removed. 4. If removing the restrictions causes new (secondary) problems, evaluate if it is better to try to solve these problems rather than solve the original problem. 68
  • 69. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 7. Criteria for Selecting Solution Concepts  Any process must have a measure for success. Some criteria are so obvious that they are not even mentioned until they are violated by a developed Concept. To avoid wasting time and effort developing useless Concepts, it is better to document the “success" criteria beforehand. For this purpose, refer to Typical criteria for success:  Indicate the desired technical characteristics compared to the existing characteristics.  Indicate the desired economic characteristics compared to the existing characteristics. In particular, specify an acceptable cost of each prospective change, an acceptable amount of investment for implementing each change, etc.  Indicate the desired timetables for each stage of work; i.e., concept development, evaluation of potential solutions, and implementation of the solution(s).  Indicate the expected degree of novelty of the solutions (i.e., is it desirable to patent new concepts?).  Consider additional criteria, such as: – product appearance – convenience and low cost of maintenance and service – other 69
  • 70. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 7. Criteria for Selecting Solution Concepts  While selecting your success criteria, make sure that the limitations are reasonable. Also, try to avoid criteria that "push" the problem-solving process in a particular direction (for example, declaring beforehand that the solution must be hydraulic-based).  Often, analyzing the success criteria produces critical changes in how the problem is understood, which are in turn helpful toward finding a solution. To analyze the criteria, consider the following questions:  Are certain criteria too high or even excessive, and thus only hinder the problem-solving effort?  Are certain criteria unclear and therefore capable of hindering the search for a solution?  Are important criteria missing?  Should certain criteria be stronger to satisfy long-term requirements? 70
  • 71. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 8. Company Business Environment  Describe the company's products, markets, competition, clients, suppliers, facilities, process systems, etc. Regard all of these things as sources of different resources.  Financial resources  Human resources  Technical resources  Other business assets as resources 71
  • 72. Innovation Situation Questionnaire - ISQ PLATFORM 1: II (5) 9. Project Data  Document information about the project that encompasses the solving of your problem:  Project name  Project objectives  Project timeline  Project team  Contact information (phone, E-mail, etc.) 72
  • 73. Problem Formulation Tool Platform 1: (Stages II, Part 5)
  • 74. PLATFORM 1: II (5) What Resources can Help?  Analytic and Knowledge-based Tools (Examples)  Problem Formulation (Analytic Tool): A flow chart is made linking everything in the system to the “Primary Useful Function” and the “Primary Harmful Function”. Secondary functions are included, going to the level of detail required by the particular need that created the project. The links between nodes in the flow chart represent causal relationships. The output is a comprehensive set of problem statements defining the problem space. 74
  • 75. PLATFORM 1: II (5) Useful Function Useful Function  Has useful output (although it may also have harmful output as well)  Is a useful result 75
  • 76. PLATFORM 1: II (5) Harmful Function Harmful Function  Leads to a harmful result. No useful results are produced.  A harmful result because it hinders some useful function. 76
  • 77. PLATFORM 1: II (5) Links Links describe the relationship between functions. Link Function Function A B Produce Makes good happen Produce Makes bad happen Counteract Stops good from happening Counteract Stops bad from happening 77
  • 78. Link Examples: Carpet Cleaning Service PLATFORM 1: II (5) Steam Clean Enjoy extraction carpet home System to Fear of damage to furniture protect furniture 78
  • 79. PLATFORM 1: II (5) Basic Directions Improving a Useful System Useful Function Useful Function A B  Make it better  Make it differently  Make B without A 79
  • 80. PLATFORM 1: II (5) Basic Directions Improving a Harmful System Harmful Harmful Function Function A B  Stop the source  Stop the action  Reduce the consequences 80
  • 81. PLATFORM 1: II (5) Directions - Harmful Functions Stop the Stop the Reduce the source action consequences Stop the Pad the Make collision components replacement easy 81
  • 82. PLATFORM 1: II (5) Refined Directions - Operators  After selecting a basic direction to explore, we get more detailed suggestions for solutions. We call these suggestions operators. 82
  • 83. PLATFORM 1: II (5) Basic Directions Improving a Useful System Useful Function Useful Function A B  Make it better  Make it differently  Make B without A 83