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Review on
Integration of TRIZ and Technology Road
Mapping (TRM) for Innovation, strategy and
problem solving
From:
TRIZ, road mapping and proposed integrations,
Centre for Technology Management,The University of Cambridge
By: BCChew
Date: 25 August 2014
Comply with the requirement of TRIZ Malaysia Level 3
Presentation Objective
This presentation focuses on suggestions from
literature on how to integrate Technology Road
Mapping (TRM) and TRIZ based on their
individual strengths and features.
Understanding of TRIZ
TRIZ provides an understanding for the creation of a systematic
process for invention of new systems and the refinement of
existing ones.
Souchkov (1997) explains that TRIZ is based on three pillars:
analytical logic, knowledge based philosophy and a systematic
way of thinking.
This systematic approach of TRIZ provides a structure for the use
of tools and techniques, to arrive at solutions and stimulate new
ideas ranging from simple improvements to radical inventions.
Understanding of TRIZ
TRIZ is not based on trial and error, but on established
principles (Savransky, 2000). This shows that the
evolution of technology is not a random process, but one
governed by a number of “laws” (Souchkov, 1997).
TRIZ offers the delivery of systematic innovation,
acceleration of problem solving in creative ways,
confidence that all possibilities of new solutions have
been covered, and breaks up mental inhibitors
(psychological inertia) to innovation and inventive
problem solving (Gadd, 2011)
Understanding of Technology Road Mapping
Road mapping is a planning process that guides
decision making in identifying and evaluating
strategic alternatives for achieving specified
objectives (Industry Canada, 2006).
The development of road mapping attributed to
Motorola’s application of the process in the
1970s for supporting its product development
strategy (Wilyard & McClees, 1987).
Understanding of Technology Road Mapping
Since then, road mapping has been applied for
supporting strategy across companies, industries
and governments (Phaal, 2004; UNIDO, 2005).
Roadmaps help organizations that create them
answer three main questions:
- Where are we now?
- Where are we going?
- How do we get there?
Types of Road Map
According to Phaal, Farrukh & Probert (2001),
roadmaps can be grouped into eight broad areas
based on their purpose.
1. Product planning (technology): The insertion of
technology into manufactured products.
2. Service/ capability planning (technology): Focussed
on how technology supports organizational capabilities;
more suited to service-based organizations/purposes.
3. Strategic planning: Includes a strategic dimension in
terms of supporting the evaluation of different
opportunities and threats, typically at the business
level.
Types of Road Map
4. Long-range planning: Extends the planning time horizon,
and is often performed at the sector or national level as a
foresight process.
5. Knowledge asset planning (technology): Aligns knowledge
assets and knowledge management initiatives with business
objectives.
6. Project/programme planning: Implementation of strategy
more directly related to project planning.
7. Process planning (technology): Supports the management
of knowledge, focussing on a particular process area.
8. Integration planning: Integration and evolution of
technology in terms of how different technologies combine
within products and systems or to form new technologies.
TRM and TRIZ
TRM is an approach to technology planning and
applied to products and services. It can be applied
to other planning concerns such as strategy and
business planning and identifying market
opportunities for new products/services and
technologies.
TRIZ is a problem solving tool for technical systems,
applied for the creation and renewal of products
and services.
The Question is
How to integrate TRM and TRIZ?
Previous Efforts
Shuch & Grawatsch (2003) present a process for
technology intelligence based on TRIZ. The goal is to
evaluate the potential of different technologies that
perform the same primary function from the
perspective of the technology owner.
Moerhle (2004) gives an outline of an approach to
the roadmapping with the goal of applying trends
of technical systems evolution to forecasting future
technologies and gain product and service ideas.
Previous Efforts
Norrie (2007) focusses on define major technology areas
(technologies that help achieve the critical system
requirements) and explore alternatives and timelines of the
roadmapping process outlined by Garcia and Bray (1997).
Lee (2008) recommends the application of TRIZ to a
roadmapping process which using S-Curve analysis, can be
applied to understand the maturity of technology alternatives.
Zhang et al (2010) suggest that technology maturity mapping
(S-curve analysis) and trends of evolution can give structure to
decision making in roadmapping; focussing primarily on the
aspect of making RD&D decisions.
What we learned from the previous efforts?
These literatures demonstrate the combinations are
focussed on the enhancement of TRM with TRIZ
techniques. The following TRIZ techniques stand out:
(a) Function and system analysis
(b) S-Curve analysis
(c) Trends analysis
Other tools or concepts mentioned:
inventive principles (Lee, 2008) and ideality (Shuch &
Grawatsch, 2003).
Proposed combinations of TRM and TRIZ
By Ilevbare, Phaal, Probert, Padilla (2011) between
University of Cambridge and Dux Diligens, Mexico.
There are at least three modes in which TRIZ and
TRM can be combined.
- Mode 1: Applying TRIZ concepts and tools to
enhance the TRM process (context)
- Mode 2: Applying TRM concepts to enhance the
TRIZ innovation process
- Mode 3: Applying TRIZ methodology to link
successive roadmapping processes
Mode 1
Mode 1: Enhancing TRM with TRIZ
An attempt will be made by suggesting how other TRIZ tools might be
applied within TRM.
Moehrle (2005) explains that there are 5 main fields of application of
TRIZ tools:
1. Current state: to understand the current situation of the system.
2. Resources: to identify the resources available.
3. Goals: to have an understanding of the goals that need to be fulfilled
and their requirements.
4. Intended state: to understand what the future situation should look
like.
5. Transformation: to find a means of transforming the current state
into the intended state.
Application field Concepts / tools /
techniques
Mode of application
1. Current state Function (and object)
analysis
Modelling the positive and
negative functions, and the
components of a system.
Contradiction Confronting desired
functions with
harmful factors
Substance field analysis Modelling of substances
and fields
of the problem
Evolution analysis Analysing the previous
evolution
of the system
Application field Concepts / tools /
techniques
Mode of application
2. Resource analysis Resource analysis (system
analysis, substance field
analysis and performing a
systematic search for
resources)
Being aware of all available
resources in and around
the system
3. Goals Ideal final result (IFR)
Fitting
Identifying the most ideal
solution
Consideration of restricting
conditions to the ideal
4. Intended state Strong solution (or the
most ideal outcome
achievable)
Balancing between the IFR
and fitting
Application field Concepts / tools / techniques Mode of application
5. Transformation Inventive principles Direct application of inventive
principles
Contradiction matrix (and
inventive principles)
Using the contradiction matrix to
resolve conflicting benefits and
harms
Separation principles Separating conflicting system
requirements
Substance field analysis Application of standard solutions
Evolution analysis Anticipation of further
development of system
Resource analysis Applying available resources
Effects Making use of scientific and
engineering knowledge from
different disciplines
Refer to the article at pg35, 36, 37
Mode 2
Mode 2: Applying TRM concepts to enhance TRIZ
A problem is solved using TRIZ, and its solutions are
mapped out on a roadmap. The benefit would be
the visual summary of:
the solutions inform of the roadmap developed.
Here, there will be an opportunity to highlight the
links between the problem solved and the reason
for seeking out such a solution, and understanding
where it fits within the organisation’s (or systems)
at wider business context.
Difficult! Adhoc basis
Mode 3
Mode 3: Applying TRIZ methodology to link
successive roadmapping processes
This is a variant of mode 2. It would involve
carrying out a roadmapping process to identify
problems, opportunities or technology gaps, and
applying TRIZ to identify solution options for
problems.
References
Beeton, D. A. (2007). Exploratory roadmapping for sector foresight (PhD Thesis). University of Cambridge, Cambridge.
de Laat, B., & McKibbin, S. (2001). The Effectiveness of Technology Road mapping - Building a strategic vision.
Garcia, M. L., & Bray, O. H. (1997). Fundamentals of Technology Roadmapping.
Kappel, T. A. (2001). Perspectives on roadmaps: how organizations talk about the future. The Journal of Product
Innovation Management, 18, 39-50.
Kostoff, R. N., & Schaller, R. R. (2001). Science and technology roadmaps. IEEE Transactions on Engineering
Management, 48(2), 255-264.
Lee, S., Kang, S., Park, E., & Park, Y. (2008). Applying technology road-maps in project selection and planning.
International Journal of Quality and Reliability Management, 25(1), 39-51.
Lee, S., & Park, Y. (2005). Customization of technology roadmaps according to roadmapping purposes: overall process
and detailed modules. Technological Forecasting & Social Change, 72, 567-583.
Mann, D. (2002). Hands-on systematic innovation. Belgium: Creax.
Moehrle, M. G. (2004). TRIZ-based technology-roadmapping. Int. J. Technology Intelligence and Planning, 1(1), 87-99.
Moehrle, M. G. (2005). What is TRIZ? From Conceptual Basics to a Framework for Research. Creativity and Innovation
Management, 14(1), 3-13.
Norrie, R. (2007). TRIZ and technology roadmapping. Retrieved from
http://www.truenorthinnovation.co.uk/downloads/triz_and_technology_roadmapping.pdf
Pannenbaecker, T. (2001). Methodisches Erfinden in Unternehmen: Bedarf, Konzept, Perspektiven fur TRIZ-basierte
Erfolge (Vol. Wiesbaden): Gabler. in Moehrle, M. G. (2005). What is TRIZ? From Conceptual Basics to a Framework for
Research. Creativity and Innovation Management, 14(1), 3-13.
Phaal, R. (2004). Foresight Vehicle Technology Roadmap. London.
References
Phaal, R., Farrukh, C., Mills, J. F., & Probert, D. R. (2003). Customizing the Technology Roadmapping Approach.
Engineering Department, University of Cambridge.
Phaal, R., Farrukh, C., & Probert, D. (2001a). T-Plan: The fast start to Technology Roadmapping – planning your
route to success. Cambridge: University of Cambridge, Institute for Manufacturing.
Phaal, R., Farrukh, C., & Probert, D. (2001b). Technology Roadmapping: linking technology resources to
business objectives. University of Cambridge.
Phaal, R., Farrukh, C., & Probert, D. (2010). Roadmapping for Strategy and Innovation: Aligning technology and
markets in a dynamic world. Cambridge: Institute of Manufacturing, University of Cambridge.
Phaal, R., Farrukh, C. J. P., & Probert, D. R. (2007). Strategic Roadmapping: A Workshop-based Approach for
Identifying and Exploring Strategic Issues and Opportunities. Engineering Management Journal, 19(1), 3-12.
Phaal, R., & Muller, G. (2009). An architectural framework for roadmapping: Towards visual strategy.
Technological Forecasting & Social Change, 76, 39-49.
Probert, D. R., Farrukh, C. J. P., & Phaal, R. (2003). Technology roadmapping - developing a practical approach
for linking resources to strategic goals. Proc. Instn Mechanical Engineers, 217 Part B: Journal of Engineering
Manufacture, 1183-1195.
Rantanen, K., & Domb, E. (2008). Simplified TRIZ - New problem solving applications for engineers and
manufacturing professionals: Auerbach Publications.
References
Savranksy, S. D. (2000). Engineering of creativity - Introduction to TRIZ
methodology of inventive problem solving: CRC Press.
Schuh, G., & Grawatsh, M. (2003). TRIZ-based technology intelligence. Paper
presented at the European TRIZ Association meeting TRIZFutures 2003.
Souchkov, V. (1997). Accelerate innovation with TRIZ. Retrieved from
http://www.xtriz.com/publications/AccelerateInnovationWithTRIZ.pdf
UNIDO (2005). UNIDO Technology Foresight Manual - Volume 1 Organization
and Methods (Vol. 1).
Vienna: United Nations Industrial Development Organization.
Wilyard, C. H., & McClees, C. W. (1987). Motorola's technology roadmapping
process. Research Management, September-October(13-19), 13.
Zhang, T., Hui, X., Jiang, P., & Zhang, H. (2010). A method of technology
roadmapping based on TRIZ. Paper presented at the International Conference
on Management of Innovation and Technology.

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Integration of TRM with TRIZ

  • 1. Review on Integration of TRIZ and Technology Road Mapping (TRM) for Innovation, strategy and problem solving From: TRIZ, road mapping and proposed integrations, Centre for Technology Management,The University of Cambridge By: BCChew Date: 25 August 2014 Comply with the requirement of TRIZ Malaysia Level 3
  • 2. Presentation Objective This presentation focuses on suggestions from literature on how to integrate Technology Road Mapping (TRM) and TRIZ based on their individual strengths and features.
  • 3. Understanding of TRIZ TRIZ provides an understanding for the creation of a systematic process for invention of new systems and the refinement of existing ones. Souchkov (1997) explains that TRIZ is based on three pillars: analytical logic, knowledge based philosophy and a systematic way of thinking. This systematic approach of TRIZ provides a structure for the use of tools and techniques, to arrive at solutions and stimulate new ideas ranging from simple improvements to radical inventions.
  • 4. Understanding of TRIZ TRIZ is not based on trial and error, but on established principles (Savransky, 2000). This shows that the evolution of technology is not a random process, but one governed by a number of “laws” (Souchkov, 1997). TRIZ offers the delivery of systematic innovation, acceleration of problem solving in creative ways, confidence that all possibilities of new solutions have been covered, and breaks up mental inhibitors (psychological inertia) to innovation and inventive problem solving (Gadd, 2011)
  • 5. Understanding of Technology Road Mapping Road mapping is a planning process that guides decision making in identifying and evaluating strategic alternatives for achieving specified objectives (Industry Canada, 2006). The development of road mapping attributed to Motorola’s application of the process in the 1970s for supporting its product development strategy (Wilyard & McClees, 1987).
  • 6. Understanding of Technology Road Mapping Since then, road mapping has been applied for supporting strategy across companies, industries and governments (Phaal, 2004; UNIDO, 2005). Roadmaps help organizations that create them answer three main questions: - Where are we now? - Where are we going? - How do we get there?
  • 7. Types of Road Map According to Phaal, Farrukh & Probert (2001), roadmaps can be grouped into eight broad areas based on their purpose. 1. Product planning (technology): The insertion of technology into manufactured products. 2. Service/ capability planning (technology): Focussed on how technology supports organizational capabilities; more suited to service-based organizations/purposes. 3. Strategic planning: Includes a strategic dimension in terms of supporting the evaluation of different opportunities and threats, typically at the business level.
  • 8. Types of Road Map 4. Long-range planning: Extends the planning time horizon, and is often performed at the sector or national level as a foresight process. 5. Knowledge asset planning (technology): Aligns knowledge assets and knowledge management initiatives with business objectives. 6. Project/programme planning: Implementation of strategy more directly related to project planning. 7. Process planning (technology): Supports the management of knowledge, focussing on a particular process area. 8. Integration planning: Integration and evolution of technology in terms of how different technologies combine within products and systems or to form new technologies.
  • 9. TRM and TRIZ TRM is an approach to technology planning and applied to products and services. It can be applied to other planning concerns such as strategy and business planning and identifying market opportunities for new products/services and technologies. TRIZ is a problem solving tool for technical systems, applied for the creation and renewal of products and services.
  • 10. The Question is How to integrate TRM and TRIZ?
  • 11. Previous Efforts Shuch & Grawatsch (2003) present a process for technology intelligence based on TRIZ. The goal is to evaluate the potential of different technologies that perform the same primary function from the perspective of the technology owner. Moerhle (2004) gives an outline of an approach to the roadmapping with the goal of applying trends of technical systems evolution to forecasting future technologies and gain product and service ideas.
  • 12. Previous Efforts Norrie (2007) focusses on define major technology areas (technologies that help achieve the critical system requirements) and explore alternatives and timelines of the roadmapping process outlined by Garcia and Bray (1997). Lee (2008) recommends the application of TRIZ to a roadmapping process which using S-Curve analysis, can be applied to understand the maturity of technology alternatives. Zhang et al (2010) suggest that technology maturity mapping (S-curve analysis) and trends of evolution can give structure to decision making in roadmapping; focussing primarily on the aspect of making RD&D decisions.
  • 13. What we learned from the previous efforts? These literatures demonstrate the combinations are focussed on the enhancement of TRM with TRIZ techniques. The following TRIZ techniques stand out: (a) Function and system analysis (b) S-Curve analysis (c) Trends analysis Other tools or concepts mentioned: inventive principles (Lee, 2008) and ideality (Shuch & Grawatsch, 2003).
  • 14. Proposed combinations of TRM and TRIZ By Ilevbare, Phaal, Probert, Padilla (2011) between University of Cambridge and Dux Diligens, Mexico. There are at least three modes in which TRIZ and TRM can be combined. - Mode 1: Applying TRIZ concepts and tools to enhance the TRM process (context) - Mode 2: Applying TRM concepts to enhance the TRIZ innovation process - Mode 3: Applying TRIZ methodology to link successive roadmapping processes
  • 15. Mode 1 Mode 1: Enhancing TRM with TRIZ An attempt will be made by suggesting how other TRIZ tools might be applied within TRM. Moehrle (2005) explains that there are 5 main fields of application of TRIZ tools: 1. Current state: to understand the current situation of the system. 2. Resources: to identify the resources available. 3. Goals: to have an understanding of the goals that need to be fulfilled and their requirements. 4. Intended state: to understand what the future situation should look like. 5. Transformation: to find a means of transforming the current state into the intended state.
  • 16. Application field Concepts / tools / techniques Mode of application 1. Current state Function (and object) analysis Modelling the positive and negative functions, and the components of a system. Contradiction Confronting desired functions with harmful factors Substance field analysis Modelling of substances and fields of the problem Evolution analysis Analysing the previous evolution of the system
  • 17. Application field Concepts / tools / techniques Mode of application 2. Resource analysis Resource analysis (system analysis, substance field analysis and performing a systematic search for resources) Being aware of all available resources in and around the system 3. Goals Ideal final result (IFR) Fitting Identifying the most ideal solution Consideration of restricting conditions to the ideal 4. Intended state Strong solution (or the most ideal outcome achievable) Balancing between the IFR and fitting
  • 18. Application field Concepts / tools / techniques Mode of application 5. Transformation Inventive principles Direct application of inventive principles Contradiction matrix (and inventive principles) Using the contradiction matrix to resolve conflicting benefits and harms Separation principles Separating conflicting system requirements Substance field analysis Application of standard solutions Evolution analysis Anticipation of further development of system Resource analysis Applying available resources Effects Making use of scientific and engineering knowledge from different disciplines Refer to the article at pg35, 36, 37
  • 19. Mode 2 Mode 2: Applying TRM concepts to enhance TRIZ A problem is solved using TRIZ, and its solutions are mapped out on a roadmap. The benefit would be the visual summary of: the solutions inform of the roadmap developed. Here, there will be an opportunity to highlight the links between the problem solved and the reason for seeking out such a solution, and understanding where it fits within the organisation’s (or systems) at wider business context. Difficult! Adhoc basis
  • 20. Mode 3 Mode 3: Applying TRIZ methodology to link successive roadmapping processes This is a variant of mode 2. It would involve carrying out a roadmapping process to identify problems, opportunities or technology gaps, and applying TRIZ to identify solution options for problems.
  • 21. References Beeton, D. A. (2007). Exploratory roadmapping for sector foresight (PhD Thesis). University of Cambridge, Cambridge. de Laat, B., & McKibbin, S. (2001). The Effectiveness of Technology Road mapping - Building a strategic vision. Garcia, M. L., & Bray, O. H. (1997). Fundamentals of Technology Roadmapping. Kappel, T. A. (2001). Perspectives on roadmaps: how organizations talk about the future. The Journal of Product Innovation Management, 18, 39-50. Kostoff, R. N., & Schaller, R. R. (2001). Science and technology roadmaps. IEEE Transactions on Engineering Management, 48(2), 255-264. Lee, S., Kang, S., Park, E., & Park, Y. (2008). Applying technology road-maps in project selection and planning. International Journal of Quality and Reliability Management, 25(1), 39-51. Lee, S., & Park, Y. (2005). Customization of technology roadmaps according to roadmapping purposes: overall process and detailed modules. Technological Forecasting & Social Change, 72, 567-583. Mann, D. (2002). Hands-on systematic innovation. Belgium: Creax. Moehrle, M. G. (2004). TRIZ-based technology-roadmapping. Int. J. Technology Intelligence and Planning, 1(1), 87-99. Moehrle, M. G. (2005). What is TRIZ? From Conceptual Basics to a Framework for Research. Creativity and Innovation Management, 14(1), 3-13. Norrie, R. (2007). TRIZ and technology roadmapping. Retrieved from http://www.truenorthinnovation.co.uk/downloads/triz_and_technology_roadmapping.pdf Pannenbaecker, T. (2001). Methodisches Erfinden in Unternehmen: Bedarf, Konzept, Perspektiven fur TRIZ-basierte Erfolge (Vol. Wiesbaden): Gabler. in Moehrle, M. G. (2005). What is TRIZ? From Conceptual Basics to a Framework for Research. Creativity and Innovation Management, 14(1), 3-13. Phaal, R. (2004). Foresight Vehicle Technology Roadmap. London.
  • 22. References Phaal, R., Farrukh, C., Mills, J. F., & Probert, D. R. (2003). Customizing the Technology Roadmapping Approach. Engineering Department, University of Cambridge. Phaal, R., Farrukh, C., & Probert, D. (2001a). T-Plan: The fast start to Technology Roadmapping – planning your route to success. Cambridge: University of Cambridge, Institute for Manufacturing. Phaal, R., Farrukh, C., & Probert, D. (2001b). Technology Roadmapping: linking technology resources to business objectives. University of Cambridge. Phaal, R., Farrukh, C., & Probert, D. (2010). Roadmapping for Strategy and Innovation: Aligning technology and markets in a dynamic world. Cambridge: Institute of Manufacturing, University of Cambridge. Phaal, R., Farrukh, C. J. P., & Probert, D. R. (2007). Strategic Roadmapping: A Workshop-based Approach for Identifying and Exploring Strategic Issues and Opportunities. Engineering Management Journal, 19(1), 3-12. Phaal, R., & Muller, G. (2009). An architectural framework for roadmapping: Towards visual strategy. Technological Forecasting & Social Change, 76, 39-49. Probert, D. R., Farrukh, C. J. P., & Phaal, R. (2003). Technology roadmapping - developing a practical approach for linking resources to strategic goals. Proc. Instn Mechanical Engineers, 217 Part B: Journal of Engineering Manufacture, 1183-1195. Rantanen, K., & Domb, E. (2008). Simplified TRIZ - New problem solving applications for engineers and manufacturing professionals: Auerbach Publications.
  • 23. References Savranksy, S. D. (2000). Engineering of creativity - Introduction to TRIZ methodology of inventive problem solving: CRC Press. Schuh, G., & Grawatsh, M. (2003). TRIZ-based technology intelligence. Paper presented at the European TRIZ Association meeting TRIZFutures 2003. Souchkov, V. (1997). Accelerate innovation with TRIZ. Retrieved from http://www.xtriz.com/publications/AccelerateInnovationWithTRIZ.pdf UNIDO (2005). UNIDO Technology Foresight Manual - Volume 1 Organization and Methods (Vol. 1). Vienna: United Nations Industrial Development Organization. Wilyard, C. H., & McClees, C. W. (1987). Motorola's technology roadmapping process. Research Management, September-October(13-19), 13. Zhang, T., Hui, X., Jiang, P., & Zhang, H. (2010). A method of technology roadmapping based on TRIZ. Paper presented at the International Conference on Management of Innovation and Technology.