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CHAPTER 3
Technology Roadmap
For industry 4.0
INTRODUCTION
 Industry 4.0 is driven by digital transformation. This encourages the
integration of vertical/horizontal value chains and product/service offerings
of the companies.
 The required key technologies for Industry 4.0 transformation such as
Artificial Intelligence(AI), Internet of Things(IoT), Machine Learning(ML),
Cloud Systems, Cyber Security, Adaptive Robotics cause radical changes in the
business process of organization. But today, with all this Industry 4.0
transformation has to face many challenges.
 Therefore, to overcome the challenges and difficulties confronted by the
companies in the digital transformation process a specific technology
roadmap for Industry 4.0 transformation should be created by managers,
policy makers and practitioners.
The challenges for Industry 4.0 transformation
» Lack of knowledge about technologies and their opportunities.
» Uncertainty about the benefits of technology investments on products and
processes.
» Lack of knowledge about customer demand regarding new products and
business models under industry 4.0 vision.
» Limited human and financial resources.
» Difficulties to spot the starting point and milestones of planning horizon.
» Need for efficient portfolio management for technology investments.
» Requirements for prioritization and scheduling of new product and process
projects.
» Allocating the limited resources to the projects and collaborating with
reliable partners.
» Lack of communication about the benefits of the Industry 4.0 transformation
projects through the organization.
 Technology road mapping is an important method that has become integral to
creating and delivering strategy and innovation in many organizations. The
graphical and collaborative nature of roadmaps supports strategic alignment
and dialogue between functions in the firm and between organizations.
 The technology roadmap process addresses the identification, selection,
acquisition, development, exploitation, and protection of technologies
(product, process, and infra structural) needed to achieve, maintain and grow
a market position and business performance matching with the company’s
objectives.
 Rob Phaal is the pioneer and first developer of ‘T-plan technology road map
ping’ in the 2000s. This original work dedicated to the new methodology of
taking a market-pull strategy, and gives a step-by-step framework on how to
utilize road mapping in firms by using minimal resources.
 Consequently, his work became a primary framework for road mapping for
both market pull and technology push approaches. His approach is a tool for
managers and firms’ policy makers to develop a roadmap very promptly, gives
a chance to combine the development of technologies and activities for their
exploitation and commercialization.
 However, many enterprises are incapable of launching road maps due to a
lack of qualified staff for this process.
 In 2004, Phaal concluded that a qualified specialist in long-term planning
horizon should handle the road mapping process.
 Daim and Oliver (2008) define roadmap as a way to identify and decide upon
trajectories to follow to reach future success, likewise as a traditional map
guides travellers to their destination. The underlying principals usually relate
to three specific characteristics, as it provides the corporation with an
illustration of the current state, a desirable future state, and strategies to
reach the future state.
 Rob Phaal identified eight types of graphical roadmaps according to the
specific needs each one is a useful and recursive tool for strategic
management.
 For study purpose, it was chosen multiple layers type, which is the most
common format for a technology roadmap for the study of the current and
future states related to three primary levels: market, product, and resources.
 Market level describes current, and future customer needs accompanying with
competitive strategies, regulatory environment, complementary product
evolution, substitute products, disruptive innovations, and other factors.
 Strategic goals are stated as milestones or target dates for specific events;
Product level documents performance and product features’ evolution, new-
to the company products (including services) and new to the world products,
and; Technology level describes expected R&D products, their availability
dates, the driving factors for the R&D, and related information.
 In the process of Industry 4.0 road – mapping, the strategy followed by a
company while adopting new technologies to its process and products has a
critical importance.
Key Benefits of Technology Road Mapping
» Establishing alignment of commercial and technical strategies.
» Improving communication across teams and organizations.
» Examining potential competitive strategies and ways to implement those
strategies.
» Efficient time management and planning.
» Identifying the gaps between technology, market, and product intelligence.
» Prioritizing the investments.
» Setting competitive and rational targets.
» Guiding and leading the project teams.
» Visualizing outputs including goals, processes, and progresses.
PROPOSED FRAMEWORK FOR
TECHNOLOGY ROADMAP
 From both strategic and technological perspectives, the Industry 4.0 roadmap
visualizes every further step on the route towards an entirely digital
enterprise.
 In order to achieve success in the digital transformation process, it is
necessary to prepare the technology roadmap in the most accurate way.
 “Roadmap” empowers whoever in the Industry to simply understand each
move and what decisions need to be done, who needs to make them and
when. This procedure is decoded into a project plan, specifying the
characteristics of work in each of the associated stages of formation.
 In the proposed framework of technology roadmap, the strategies and key
technologies are defined in the first phase, subsequently, in the second
phase; development of the new products and processes is conducted. [Figure
is given in the next slide]
 As the first step, known as strategy
phase, the organization has to
develop a roadmap which is a
complex long-term planning
instrument that allows for setting
strategic goals and estimating the
potential of new technologies,
products and services.
 In the new product and process
development that is the next
phase, ideas are generated at first,
the generated ideas are evaluated
and some potential ideas are
selected for the implementation.
 These two phases are briefly
discussed in next presentation.
Introduction about Technology roadmap for Industry 4.0

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Introduction about Technology roadmap for Industry 4.0

  • 1.
  • 3. INTRODUCTION  Industry 4.0 is driven by digital transformation. This encourages the integration of vertical/horizontal value chains and product/service offerings of the companies.  The required key technologies for Industry 4.0 transformation such as Artificial Intelligence(AI), Internet of Things(IoT), Machine Learning(ML), Cloud Systems, Cyber Security, Adaptive Robotics cause radical changes in the business process of organization. But today, with all this Industry 4.0 transformation has to face many challenges.  Therefore, to overcome the challenges and difficulties confronted by the companies in the digital transformation process a specific technology roadmap for Industry 4.0 transformation should be created by managers, policy makers and practitioners.
  • 4. The challenges for Industry 4.0 transformation » Lack of knowledge about technologies and their opportunities. » Uncertainty about the benefits of technology investments on products and processes. » Lack of knowledge about customer demand regarding new products and business models under industry 4.0 vision. » Limited human and financial resources. » Difficulties to spot the starting point and milestones of planning horizon. » Need for efficient portfolio management for technology investments. » Requirements for prioritization and scheduling of new product and process projects. » Allocating the limited resources to the projects and collaborating with reliable partners. » Lack of communication about the benefits of the Industry 4.0 transformation projects through the organization.
  • 5.  Technology road mapping is an important method that has become integral to creating and delivering strategy and innovation in many organizations. The graphical and collaborative nature of roadmaps supports strategic alignment and dialogue between functions in the firm and between organizations.  The technology roadmap process addresses the identification, selection, acquisition, development, exploitation, and protection of technologies (product, process, and infra structural) needed to achieve, maintain and grow a market position and business performance matching with the company’s objectives.  Rob Phaal is the pioneer and first developer of ‘T-plan technology road map ping’ in the 2000s. This original work dedicated to the new methodology of taking a market-pull strategy, and gives a step-by-step framework on how to utilize road mapping in firms by using minimal resources.  Consequently, his work became a primary framework for road mapping for both market pull and technology push approaches. His approach is a tool for managers and firms’ policy makers to develop a roadmap very promptly, gives a chance to combine the development of technologies and activities for their exploitation and commercialization.  However, many enterprises are incapable of launching road maps due to a lack of qualified staff for this process.
  • 6.  In 2004, Phaal concluded that a qualified specialist in long-term planning horizon should handle the road mapping process.  Daim and Oliver (2008) define roadmap as a way to identify and decide upon trajectories to follow to reach future success, likewise as a traditional map guides travellers to their destination. The underlying principals usually relate to three specific characteristics, as it provides the corporation with an illustration of the current state, a desirable future state, and strategies to reach the future state.  Rob Phaal identified eight types of graphical roadmaps according to the specific needs each one is a useful and recursive tool for strategic management.  For study purpose, it was chosen multiple layers type, which is the most common format for a technology roadmap for the study of the current and future states related to three primary levels: market, product, and resources.  Market level describes current, and future customer needs accompanying with competitive strategies, regulatory environment, complementary product evolution, substitute products, disruptive innovations, and other factors.  Strategic goals are stated as milestones or target dates for specific events; Product level documents performance and product features’ evolution, new- to the company products (including services) and new to the world products, and; Technology level describes expected R&D products, their availability dates, the driving factors for the R&D, and related information.
  • 7.  In the process of Industry 4.0 road – mapping, the strategy followed by a company while adopting new technologies to its process and products has a critical importance. Key Benefits of Technology Road Mapping » Establishing alignment of commercial and technical strategies. » Improving communication across teams and organizations. » Examining potential competitive strategies and ways to implement those strategies. » Efficient time management and planning. » Identifying the gaps between technology, market, and product intelligence. » Prioritizing the investments. » Setting competitive and rational targets. » Guiding and leading the project teams. » Visualizing outputs including goals, processes, and progresses.
  • 8. PROPOSED FRAMEWORK FOR TECHNOLOGY ROADMAP  From both strategic and technological perspectives, the Industry 4.0 roadmap visualizes every further step on the route towards an entirely digital enterprise.  In order to achieve success in the digital transformation process, it is necessary to prepare the technology roadmap in the most accurate way.  “Roadmap” empowers whoever in the Industry to simply understand each move and what decisions need to be done, who needs to make them and when. This procedure is decoded into a project plan, specifying the characteristics of work in each of the associated stages of formation.  In the proposed framework of technology roadmap, the strategies and key technologies are defined in the first phase, subsequently, in the second phase; development of the new products and processes is conducted. [Figure is given in the next slide]
  • 9.  As the first step, known as strategy phase, the organization has to develop a roadmap which is a complex long-term planning instrument that allows for setting strategic goals and estimating the potential of new technologies, products and services.  In the new product and process development that is the next phase, ideas are generated at first, the generated ideas are evaluated and some potential ideas are selected for the implementation.  These two phases are briefly discussed in next presentation.