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IBM University Programs worldwide, accelerating regional development (IBM Upward) 
Welcome to IBM Almaden Research Center 
San Jose, CA (“Silicon Valley/Bay Area”) 
© 2012 IBM Corporation 
Working together to build a Smarter Planet 
Dr. James (“Jim”) C. Spohrer, spohrer@us.ibm.com 
Innovation Champion and Director IBM UPward 
(University Programs worldwide, accelerating regional development) 
Tuesday Aug 5, 2014
IBM Research - Almaden 
© 2012 IBM Corporation 
2 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
3 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
4 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
IBM Vision: A New Era of Computing 
• Cognitive systems allow us to do more and dream 
bigger, boosting both productivity and creativity
Watson Business Unit 
• $1B Investment: Far beyond Jeopardy! 
Solutions 
Customer Engagement 
Healthcare 
Finance 
Accelerated Research 
Watson Foundations 
Big Data and Analytics 
Ecosystem Program 
Business Partners 
Developers 
Researchers 
6 Cognitive Systems 
Services 
Watson Discovery Advisor 
Watson Explorer 
Watson Analytics
Watson Academic Programs 
• On ramp… 
2014 
Readiness 
- Cognitive Computing Course 
an and Competition 
- Case Competitions 
- Great Mind Challenges 
- Other collaborations 
Recruiting 
Research 
- Cognitive Systems Institute 
2015 – Scale Globally 
•Expand functionality, 
algorithms, experience 
•Collaborative Research 
•Publish papers 
•Develop courses 
•Develop applications 
•Program in Corelets 
•Establish SIGs
New Era of Computing: 
Cognitive Technologies & Componentry 
 Natural Language 
8 
– Reasoning, Logic & Planning 
– Symbolic Processing 
– Natural Language Processing 
– Ranking of Hypotheses 
– Knowledge Representations 
– Domain-Specific Ontologies 
– Information Storage/Retrieval 
– Machine Learning, Reasoning 
– Von Neumann Componentry 
– OpenPOWER Systems 
 Pattern Recognition 
– Recognition, Sensing & Acting 
– Pattern Processing 
– Image & Speech Processing 
– Ranking of Hypotheses 
– Pattern Representations 
– Domain-Specific Neural Nets 
– Information Storage/Retrieval 
– Machine Learning, Perception 
– Neuromorphic Componentry 
– SyNAPSE Systems 
AI for IA: 
Intelligence 
Augmentation 
Cognitive Systems 
(“Cogs”) that boost 
learning, 
discovery, 
engagement, 
transformation, and 
long-range planning. 
Cognition as a Service
IBM University Programs 
More than 40% of IBMs 
workforce does 
business away from an 
office 
IBM has 
~430,000 
employees 
worldwide 
IBM operates in 170 countries 
around the globe 
Acquisitions contribute significantly 
to IBM’s growth ; 140 acquisitions 
since the beginning of 2000 
2013 Financials 
Revenue - $99.8B 
 Net Income - $ 18.0B 
EPS - $ 16.28 
 Net Cash - $18.8B 
(excluding GF receivables) 
23% of IBMs revenue in 
Growth Market countries; 
down 2% ( @cc) in 2013 
Number 1 in patent 
generation for 21 
consecutive years; 
6,809 US patents 
awarded in 2013 
The Smartest Machine On Earth 
10 time winner of the 5 Nobel Laureates 
President’s National 
Medal of Technology & 
Innovation – latest for 
LASIK laser refractive 
surgical techniques 
New Era in IBM’s Leadership 
IBM Growth Initiatives 
100 Years of Business & 
Innovation in 2011 
IBM UP 2010 9 Key Directions © 2010 IBM Corporation
IBM Research Evolution 
Software 
Hardware 
Collaboration for 
a Smarter Planet 
Integrated 
Solutions 
Services 
IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation 
Research Agenda
Isolated Research 
Joint Projects 
Radical 
Collaboration 
IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation 
’50s — ’90s 
’90s — ’00s 
’00s … 
IBM Divisions, 
Clients, Universities 
The World is Now Our Lab 
Collaboratories 
Global Labs 
Hardware 
+ Software & Services 
+ Smarter Planet 
First-of-a-Kind Program 
Research Services 
Intellectual Property 
Evolution of IBM Research 
11
IBM Research: 3000 Global Researchers 
• Software 
• Internet of 
Things • Integrated Solns 
12 
China 
Almaden Watson 
Austin 
• Science 
• Nanotech 
Materials • “Big Data” 
Haifa Tokyo 
Ireland 
• Smarter 
Cities 
Zurich 
India 
• Semiconductors 
• Systems 
• SW & Services 
Brazil 
IBM Research Labs 1998 - 2007 
IBM Research – Openings in 2011/2012 
• Accessibility 
Australia 
Africa 
IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation 
• DB & Analytics 
• Storage 
• Nanotech 
• Healthcare 
• SW & Services 
• Semiconductors 
• Processors 
• Natural Resources 
• Smarter Devices 
• Human Systems / Events 
Analytics 
• Security • Services 
• Mobile Communications 
• Natural Resources 
• Disaster Mgmt 
• Healthcare / Life Sciences 
• Public Sector 
• Smarter Cities 
• Human Capacity
IBM Research: Globally and Vertically Integrated 
China 
industry expertise 
Almaden Watson 
Austin 
Tokyo 
Haifa 
analytics 
Dublin 
Zurich 
India 
Melbourne 
cybersecurity 
cloud 
future systems 
Brazil 
IBM Research labs 
Labs added since 2010 
Kenya 
processors/storage 
/switching 
nanotechnologies 
13 
IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
IBM Research: Industry Expertise 
healthcare meteorology 
energy 
banking / insurance 
transportation & 
IBM Research labs 
Labs added since 2010 
retail 
telecomm 
oil and gas 
public sector 
14 
IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
© 2012 IBM Corporation 
1014 on November 14, 2012 
Inspired by the function, power, and volume of the organic brain, 
IBM is developing TrueNorth, a novel modular, scalable, non-von 
Neumann, ultra-low power, cognitive computing architecture. 
TrueNorth consists of a scalable network of neurosynaptic cores, 
with each core containing neurons, dendrites, synapses, and 
axons. To set sail for TrueNorth, IBM developed Compass, a 
multi-threaded, massively parallel functional simulator and a 
parallel compiler that maps a network of long-distance pathways 
in the macaque monkey brain to TrueNorth. 
IBM and LBNL demonstrated near-perfect weak scaling on a 16 
rack IBM Blue Gene/Q (262,144 processor cores, 256 TB 
memory), achieving an unprecedented scale of 256 million 
neurosynaptic cores containing 65 billion neurons and 16 trillion 
synapses running only 388× slower than real time with an 
average spiking rate of 8.1 Hz. By using emerging PGAS 
communication primitives, IBM also demonstrated 2× better real-time 
performance over MPI primitives on a 4 rack Blue Gene/P 
(16384 processor cores, 16 TB memory). Here is PDF of final 
paper. 
NEW NEWS: Since submitting the camera ready copy, using 96 
Blue Gene/Q racks of the Lawrence Livermore National Lab 
Sequoia supercomputer (1,572,864 processor cores, 1.5 PB 
memory, 98,304 MPI processes, and 6,291,456 threads), IBM and 
LBNL achieved an unprecedented scale of 2.084 billion 
neurosynaptic cores containing 53x1010 neurons and 1.37x1014 
synapses running only 1542× slower than real time. Here is PDF 
of IBM Research Report, RJ 10502.
2012 Technical Strategy 
– Grand Challenges 
Exploratory Research 
 Medical Sieve 
 DNA Transistor 
 Cognitive Computing 
 The “Next Switch” for Digital Electronics 
 Fault Tolerant Quantum Computation 
 Energy Storage: Lithium - Air Battery 
 3D Molecular Structure Microscope 
 Room Temperature Superconductor 
 Scalable Genome-wide Association 
 Modeling the Enterprise 
IBM - Deutsche Bank Innovation Workshop, Hawthorne, May 2012 © IBM Corporation 
© 2012 IBM Corporation
IBM University Programs 6 R’s 
• Research (Collaborate) 
• Readiness (Skills) 
• Recruiting (Jobs) 
• Revenue (Solutions) 
• Responsibility (Volunteers) 
• Regions (Smarter Cities, Startups & Workforce) 
9/3/2014 
© IBM 2013 IBM University Programs worldwide 
accelerating regional development (IBM UPward) 
17 
WORKFORCE 
PRODUCTS 
SUPPLY CHAIN 
COMMUNICATIONS 
TRANSPORTATION BUILDINGS
IBM University Programs Global Team updated 
9/3/2014 
© IBM 2014 IBM University Programs worldwide 
accelerating regional development (IBM UPward) 
18 
Region Contact Name 
Africa Sean Mclean 
Australia TBD 
ASEAN Seow Khun Lum 
Canada Stephen Peregut 
China Jean Li 
Egypt Hisham El-Shishiney 
EMEA Diem Ho 
GCG Wang Hao 
India Mezjan J Dallas 
Japan Rieko Kataoka 
Mexico Angela Alvarado 
Middle East Andrea Emiliiani 
Nordics Jyrki Koskinen 
Russia/GMU Sergey Belov 
Turkey Jale Akyel
T-Shaped People: 
Next Generation Adaptive Innovators 
for a Smarter Planet 
Many disciplines 
Many sectors 
Many regions/cultures 
(understanding & communications) 
Deep in one sector 
Deep in one region/culture 
Deep in one discipline 
“No one knows everything, but a well-chosen team of T-shapes has empathy to learn anything.”
Partnering for Skills 
Marisa Viveros, 
VP Cybersecurity 
Innovation 
Nanci Knight, 
Academic 
Initiatives 
(Western Region) 
Dianne Fodell, 
Program Exec 
Skills for 21st C
Key Question: Knowledge Half-Life 
• What percentage of a companies product and service 
offerings to customers change every year? 
• What percentage of the courses that students get change 
every year?
22 
What’s UP at IBM?
23 
Those in-the-know say, “IBM is helping to build a Smarter Planet…”
Smarter Planet = Smarter “Service” Systems 
24 
INSTRUMENTED 
We now have the ability to 
measure, sense and see 
the exact condition of 
practically everything. 
INTERCONNECTED 
People, systems and objects 
can communicate and 
interact with each other in 
entirely new ways. 
INTELLIGENT 
We can respond to changes 
quickly and accurately, 
and get better results 
by predicting and optimizing 
for future events. 
WORKFORCE 
PRODUCTS 
SUPPLY CHAIN 
COMMUNICATIONS 
TRANSPORTATION BUILDINGS 
IT NETWORKS
25 
Land-population-energy-carbon 
Carlo Ratti: 
Senseable Cities
26
27
IBM Platforms for Entrepreneurs 
• Smarter Cities Intelligent Operations Center Platform 
• IBM Watson & Cognitive Computing Platform 
• IBM UP helping university startups to scale-up (growth) 
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
28
Welcome to the new age of 
platform technologies and 
smarter service systems 
for every sector of 
business and society 
nested, networks systems
National Science Foundation 
A feature of a service system is the 
participation and cooperation of the customer 
in the service and its delivery. A service system 
then requires an integration of knowledge and 
technologies from a range of disciplines, often 
including engineering, computer science, social 
science, behavioral science, and cognitive 
science, paired with market knowledge to 
increase its social benefit. 
Nano-Bio-Info-Cogno
Holistic Service Systems (HSS) 
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
31 
http://www.service-science.info/archives/1056 
Nation 
State/Province 
City/Region 
University 
College 
K-12 
Cultural & 
Conference 
Hotels 
Hospital 
Medical 
Research 
Worker 
(professional) 
Family 
(household) 
For-profits: 
Business Entrepreneurship 
Non-profits 
Social Entrepreneurship 
U-BEE 
Job Creator/Sustainer 
U-BEEs = University-Based Entrepreneurial Ecosystems 
“The future is already 
here (at universities), 
it is just not evenly 
distributed.” 
“The best way to 
predict the future 
is to (inspire the next 
generation of students 
to) build it better.” 
“Multilevel nested, 
networked 
holistic service 
systems (HSS) 
that provision 
whole service (WS) to 
the people inside them. 
WS includes 
flows (transportation, 
water, food, energy, communications), 
development (buildings, 
retail ,finance, health, 
education), 
and governance (city, 
state, nation). ” 
University Four Missions 
1. Learning 
2. Discovery 
3. Engagement 
4. Convergence
Universities Matter #1 
9 
8 
7 
6 
5 
4 
3 
2 
1 
9/3/2014 
y = 0,7489x + 0,3534 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
32 
Japan 
China 
Germany 
France 
Italy United Kingdom 
R² = 0,719 
Russia Brazil Spain 
Canada 
India 
Mexico South Korea Australia 
Turkey Netherlands 
Sweden 
0 
0 1 2 3 4 5 6 7 8 9 
% global GDP 
% top 500 universities 
Nation’s % WW GDP and % Top 500 Universities (2009 Data)
Universities Matter #2 
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
33 
…But it can be costly, American student loan debt is over $900M
Universities Matter #3 
“When we combined the impact of Harvard’s direct spending on payroll, purchasing and construction – the 
indirect impact of University spending – and the direct and indirect impact of off-campus spending by Harvard 
students – we can estimate that Harvard directly and indirectly accounted for nearly $4.8 billion in economic 
activity in the Boston area in fiscal year 2008, and more than 44,000 jobs.” 
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
34
35 
What are the trends? 
Digital Immigrant 
Born: 1988 
Graduated College: 2012 
Digital Native 
Born: 2012 
Enters College: 2030
2030 Transportation: Self-driving cars 
Steve Mahan: 
Test “Driver” 
36 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Water 
37 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Manufacturing 
Ryan Chin: 
Urban Mobility 
Baxter: Building the Future 
Maker-Bot: Replicator 2 
38 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Energy 
39 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 ICT 
40 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Example: Leading Through Connections with… 
Universities Collaborate with IBM Research to Design 
Watson for the Grand Challenge of Jeopardy ! 
Assisted in the development of the Open 
Advancement of Question-Answering 
Initiative (OAQA) architecture and 
methodology 
Pioneered an online natural language 
question answering system called START, 
which provided the ability to answer questions 
with high precision using information from 
semi-structured and structured information 
repositories 
Worked to extend the 
capabilities of Watson, with a 
focus on extensive common 
sense knowledge 
Worked on a visualization component to 
visually explain to external audiences the 
massively parallel analytics skills it takes for 
the Watson computing system to break down 
a question and formulate a rapid and accurate 
response to rival a human brain 
Focused on large-scale 
information extraction, 
parsing, and knowledge 
inference technologies 
 Provided technological advancement 
enabling a computing system to remember the 
full interaction, rather than treating every 
question like the first one - simulating a real 
dialogue 
Explored advanced machine learning 
techniques along with rich text 
representations based on syntactic and 
semantic structures for the Watson’s 
optimization 
Worked on information 
retrieval and text search 
technologies 
http://w3.ibm.com/news/w3news/top_stories/2011/02/chq_watson_wrapup.html 
41 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Buildings: Recycled to be stronger, safer, cleaner 
China Broad Group: 
30 Stories in 15 Days 
42 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Retail & Hospitality 
43 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Finance & Business 
44 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Health 
45 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Education: Watch one, do one, teach one… 
46 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 Government 
Four measures 
 Innovativeness 
 Equity 
– Improve 
weakest 
link 
 Sustainability 
 Resiliency 
47 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Competitive Parity – Achieved. 
 The NFL has spent the last two 
decades touting its parity—the 
idea that any team can win on any 
given Sunday (or Monday or 
Thursday). But this year, parity 
has truly run wild. 
 … here's the wackiest thing: 
Through six weeks, 11 of the 
NFL's 32 teams are 3-3. The 
Journal asked the statistical gurus 
of Massey-Peabody Analytics to 
run a coin-flip simulation… 
48 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
2030 and Beyond…. Government, Health, Education, Finance, etc. 
49 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
50
Up-Skill 
Cycle 
University-Region1 
University-Region2 
= New Venture 
= Acquisition 
= High-Growth 
Acquisition/ 
New IBM BU 
(Growing) 
= High-Productivity/ 
Mature IBM BU 
(Shrinking) 
= Graduates with 
Smarter Planet skills 
= IBMer moving from 
mature BU to acquisition 
= IBMer moving into 
IBMer on Campus role 
(help create graduates 
with Smarter-Planet skills, 
help create Smarter Planet 
oriented new ventures; 
Refresh skills 
IBM 
51 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Service Innovators 
 ISSIP = International 
Society of 
Service Innovation 
Professionals 
 T-shaped Professionals 
– Depth 
– Breadth 
 Register at: 
– ISSIP.org 
52 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Systems-Disciplines Framework: Depth & Breadth 
Systems that focus on flows of things Systems that support people’s activities Systems that govern 
transportation & 
supply chain water & 
waste 
food & 
products 
ICT & 
cloud 
energy 
& electricity 
retail & 
hospitality banking 
building & 
construction 
healthcare 
& family 
& finance 
education 
&work 
city 
secure 
state 
scale 
nation 
laws 
systems 
disciplines 
behavioral sciences 
e.g., marketing 
management sciences 
e.g., operations 
political sciences 
e.g., public policy 
learning sciences 
e.g., game theory 
and strategy 
cognitive sciences 
e.g., psychology 
system sciences 
e.g., industrial eng. 
information sciences 
e.g., computer sci 
organization sciences 
e.g., knowledge mgmt 
social sciences 
e.g., econ & law 
decision sciences 
e.g., stats & design 
run professions 
e.g., knowledge worker 
transform professions 
e.g., consultant 
innovate professions 
e.g., entrepreneur 
stakeholders 
Customer 
Provider 
Authority 
Competitors 
resources 
People 
Technology 
Information 
Organizations 
change 
History 
(Data Analytics) 
Future 
(Roadmap) 
value 
Run 
Transform 
(Copy) 
Innovate 
(Invent) 
Observe Stakeholders (As-Is) 
Observe Resource Access (As-Is) 
Imagine Possibilities (Has-Been & Might-Become) 
Realize Value (To-Be) 
53 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
The New Normal: Smarter Systems 
Computational System 
Smarter Technology 
Requires investment roadmap 
Service Systems: Stakeholders & Resources 
1. People 
2. Technology 
3. Shared Information 
4. Organizations 
connected by win-win value propositions 
Smarter Buildings, Universities, Cities 
Requires investment roadmap 
54 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
A Framework for Global Civil Society 
 Daniel Patrick Moynihan said nearly 50 years ago: "If you want to 
build a world class city, build a great university and wait 200 
years." His insight is true today – except yesterday's 200 years 
has become twenty. More than ever, universities will generate and 
sustain the world’s idea capitals and, as vital creators, 
incubators, connectors, and channels of thought and 
understanding, they will provide a framework for global civil 
society. 
– John Sexton, President NYU 
55 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
In Conclusion: Two Books To Help Us All Prepare For Change 
56 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Thank-You! Questions? 
“Instrumented, Interconnected, Intelligent – Let’s build a Smarter Planet.” – IBM 
“If we are going to build a smarter planet, let’s start by building smarter cities” – CityForward.org 
“Universities are major employers in cities and key to urban sustainability.” – Coalition of USU 
“Cities learning from cities learning from cities.” – Fundacion Metropoli 
“The future is already here… It is just not evenly distributed.” – Gibson 
“The best way to predict the future is to create it/invent it.” – Moliere/Kay 
“Real-world problems may not/refuse to respect discipline boundaries.” – Popper/Spohrer 
“Today’s problems may come from yesterday’s solutions.” – Senge 
“History is a race between education and catastrophe.” – H.G. Wells 
“The future is born in universities.” – Kurilov 
“Think global, act local.” – Geddes 
Dr. James (“Jim”) C. Spohrer 
Innovation Champion & 
Director, IBM University Programs worldwide accelerating regional development (IBM UPward) 
spohrer@us.ibm.com 
57 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
What improves Quality-of-Life? Service System Innovations 
A. Systems that focus on flow of things that humans need (~15%*) 
* = US Labor % in 2009. 
2/7/4 0/19/0 
1. Transportation & supply chain 
2. Water & waste recycling/Climate & Environment 
2/1/1 
3. Food & products manufacturing 
7/6/1 
4. Energy & electricity grid/Clean Tech 
1/1/0 
5. Information and Communication Technologies (ICT access) 
5/17/27 
B. Systems that focus on human activity and development (~70%*) 
1/0/2 
6. Buildings & construction (smart spaces) (5%*) 
7. Retail & hospitality/Media & entertainment/Tourism & sports (23%*) 
8. Banking & finance/Business & consulting (wealthy) (21%*) 
9. Healthcare & family life (healthy) (10%*) 
10. Education & work life/Professions & entrepreneurship (wise) (9%*) 
24/24/1 
2/20/24 
7/10/3 
5/2/2 
C. Systems that focus on human governance - security and opportunity (~15%*) 
11. Cities & security for families and professionals (property tax) 
3/3/1 
12. States/regions & commercial development opportunities/investments (sales tax) 
13. Nations/NGOs & citizens rights/rules/incentives/policies/laws (income tax) 
0/0/0 
1/2/2 
Quality of Life = Quality of Service + Quality of Jobs + Quality of Investment-Opportunities 
“61 Service Design 2010 (Japan) / 75 Service Marketing 2010 (Portugal)/78 Service-Oriented Computing 2010 (US)” 
58 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Economic Shift in National Economies 
World’s Large Labor Forces 
A = Agriculture, G = Goods, S = Service 
40yr Service 
Growth 
S 
% 
G 
% 
A 
% 
Labor 
% WW 
Nation 
China 25.7 49 22 29 142% 
India 14.4 60 17 23 35% 
U.S. 5.1 1 23 76 23% 
Indonesia 3.5 45 16 39 34% 
2010 
US shift to service jobs 
(A) Agriculture: 
Value from 
harvesting nature 
Daryl Pereira/Sunnyvale/IBM@IBMUS, 
Brazil 3.0 20 14 66 61% 
Russia 2.4 10 21 69 64% 
Japan 2.2 5 28 67 45% 
Nigeria 1.6 70 10 20 19% 
Bangladesh 2.1 63 11 26 37% 
Germany 1.4 3 33 64 42% 
2010 
NationMaster.com, International Labor Organization 
Note: Pakistan, Vietnam, and Mexico now larger LF than Germany 
(G) Goods: 
Value from 
making products 
(S) Service: 
Value from 
IT augmented workers in smarter systems 
that create benefits for customers 
and sustainably improve quality of life. 
59 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Growth of Service Revenue at IBM 
2010 Pretax Income Mix Revenue Growth by Segment 
SOFTWARE 
SYSTEMS 
(AND FINANCING) 
17% 
39% 
SERVICES 
100 
80 
60 
40 
20 
0 
1982 
1988 
1994 
1998 
2010 
Services 
Software 
Systems 
2004 
2006 
2007 
2008 
2009 
Year 
Revenue ($B) 
44% 
IBM Annual Reports 
What do IBM Service Professionals Do? Run IT & enterprise systems for customers, 
help Transform customer processes to best practices, and Innovate with customers. 
60 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
California Human Development Report 2011: 
Measuring quality-of-life…. 
http://www.measureofamerica.org/docs/APortraitOfCA.pdf 
61 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
9/3/2014 
© IBM 2013 IBM University Programs 
worldwide accelerating regional 
development (IBM UPward) 
62
Jim Spohrer, IBM 
• Dr. James (“Jim”) C. Spohrer is IBM Innovation 
Champion and Director of IBM University Programs 
(IBM UP). Jim works to align IBM and universities 
globally for innovation amplification. Previously, Jim 
helped to found IBM’s first Service Research group, 
the global Service Science community, and was 
founding CTO of IBM’s Venture Capital Relations 
Group in Silicon Valley. During the 1990’s while at 
Apple Computer, he was awarded Apple’s 
Distinguished Engineer Scientist and Technology title 
for his work on next generation learning 
platforms. Jim has a PhD in Computer 
Science/Artificial Intelligence from Yale, and BS in 
Physics from MIT. His current research priorities 
include applying service science to study nested, 
networked holistic service systems, such as cities 
and universities. He has more than ninety 
publications and been awarded nine patents.
Measuring Impact 
 SSME: IBM Icon of Progress & IBM Research Outstanding Accomplishment 
– Internal 10x return: CBM, IDG, SDM Pricing & Costing, BIW COBRA, SIMPLE, IoFT, Fringe, VCR 
• Key was tools to model customers & IBM better 
• Also tools to shift routine physical, mental, interactional & identify synergistic new ventures 
• Alignment with Smarter Planet & Analytics (instrumented, interconnected, intelligent) 
• Alignment with Smarter Cities, Smarter Campus, Smarter Buildings (Holistic Service Systems) 
– External: More than $1B in national investments in Service Innovation activities 
– External: Increase conferences, journals, and publications 
– External: Service Science SIGs in Professional Associations 
– External: Course & Program Guidelines for T-shaped Professionals, 500+ institutions 
– External: National Service Science Institutions, Books & Case Studies (Open Services Innovation) 
 Service Research, a Portfolio Approach 
– 1. Improve existing offerings (value propositions that can move the needle on KPI’s) 
– 2. Create new offerings (for old and new customers) 
– 3. Improve outcomes insourcing, outsourcing, acquisitions, divestitures (interconnect-fission-fusion) 
– 4. For all three of the above, improve customer/partner capabilities (ratchet each other up) 
– 5. For all four of the above, increase patents and service IP assets (some donated to open forums) 
– 6. For all five of the above, increase publications and body-of-knowledge (professional associations) 
64 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
Who I am (http://www.service-science.info/archives/2233) 
 Director IBM Global University Programs since 2009 
– Global team works with 5000 university world wide (http://www.ibm.com/university) 
– 6 R’s: Research (Awards), Readiness (Skills), Recruiting, Revenue, Responsibility, Regions 
– Transform “IBM on Campus” brand awareness (“Smarter Planet/Smarter Cities”) 
– Create “Urban Service System” Research Centers & U-BEEs 
 Founding Director of IBM's first Service Research group from 2003-2009 
– Almaden Research Center, San Jose, CA 
– 10x ROI with four IBM outstanding and eleven accomplishment awards 
– Improve existing offerings, create new, portfolio synergies, partners, patents, publications 
– I know/work with service research pioneers from many academic disciplines 
• I advocate for Service Science, Management, Engineering, and Design (SSME+D) 
– Short-term: Curriculum (T-shaped people, deep in an existing discipline) 
– Long-term: New transdiscipline and profession (awaiting CAD tool) 
• I advocate for ISSIP (“one of the founding fathers”) 
• Co-editor of the “Handbook of Service Science” (Springer 2010) 
 Other background (late 90’s and before) 
– Founding CTO of IBM’s Venture Capital Relations group in Silicon Valley 
– Apple Computer’s (Distinguished Engineer Scientist and Technologist) award (90’s) 
– Ph.D. Computer Science/Artificial Intelligence from Yale University (80’s) 
– B.S. in Physics from MIT (70’s) 
65 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation

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Welcome to almaden 20140904 v12 short

  • 1. IBM University Programs worldwide, accelerating regional development (IBM Upward) Welcome to IBM Almaden Research Center San Jose, CA (“Silicon Valley/Bay Area”) © 2012 IBM Corporation Working together to build a Smarter Planet Dr. James (“Jim”) C. Spohrer, spohrer@us.ibm.com Innovation Champion and Director IBM UPward (University Programs worldwide, accelerating regional development) Tuesday Aug 5, 2014
  • 2. IBM Research - Almaden © 2012 IBM Corporation 2 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 3. 3 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 4. 4 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 5. IBM Vision: A New Era of Computing • Cognitive systems allow us to do more and dream bigger, boosting both productivity and creativity
  • 6. Watson Business Unit • $1B Investment: Far beyond Jeopardy! Solutions Customer Engagement Healthcare Finance Accelerated Research Watson Foundations Big Data and Analytics Ecosystem Program Business Partners Developers Researchers 6 Cognitive Systems Services Watson Discovery Advisor Watson Explorer Watson Analytics
  • 7. Watson Academic Programs • On ramp… 2014 Readiness - Cognitive Computing Course an and Competition - Case Competitions - Great Mind Challenges - Other collaborations Recruiting Research - Cognitive Systems Institute 2015 – Scale Globally •Expand functionality, algorithms, experience •Collaborative Research •Publish papers •Develop courses •Develop applications •Program in Corelets •Establish SIGs
  • 8. New Era of Computing: Cognitive Technologies & Componentry  Natural Language 8 – Reasoning, Logic & Planning – Symbolic Processing – Natural Language Processing – Ranking of Hypotheses – Knowledge Representations – Domain-Specific Ontologies – Information Storage/Retrieval – Machine Learning, Reasoning – Von Neumann Componentry – OpenPOWER Systems  Pattern Recognition – Recognition, Sensing & Acting – Pattern Processing – Image & Speech Processing – Ranking of Hypotheses – Pattern Representations – Domain-Specific Neural Nets – Information Storage/Retrieval – Machine Learning, Perception – Neuromorphic Componentry – SyNAPSE Systems AI for IA: Intelligence Augmentation Cognitive Systems (“Cogs”) that boost learning, discovery, engagement, transformation, and long-range planning. Cognition as a Service
  • 9. IBM University Programs More than 40% of IBMs workforce does business away from an office IBM has ~430,000 employees worldwide IBM operates in 170 countries around the globe Acquisitions contribute significantly to IBM’s growth ; 140 acquisitions since the beginning of 2000 2013 Financials Revenue - $99.8B  Net Income - $ 18.0B EPS - $ 16.28  Net Cash - $18.8B (excluding GF receivables) 23% of IBMs revenue in Growth Market countries; down 2% ( @cc) in 2013 Number 1 in patent generation for 21 consecutive years; 6,809 US patents awarded in 2013 The Smartest Machine On Earth 10 time winner of the 5 Nobel Laureates President’s National Medal of Technology & Innovation – latest for LASIK laser refractive surgical techniques New Era in IBM’s Leadership IBM Growth Initiatives 100 Years of Business & Innovation in 2011 IBM UP 2010 9 Key Directions © 2010 IBM Corporation
  • 10. IBM Research Evolution Software Hardware Collaboration for a Smarter Planet Integrated Solutions Services IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation Research Agenda
  • 11. Isolated Research Joint Projects Radical Collaboration IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation ’50s — ’90s ’90s — ’00s ’00s … IBM Divisions, Clients, Universities The World is Now Our Lab Collaboratories Global Labs Hardware + Software & Services + Smarter Planet First-of-a-Kind Program Research Services Intellectual Property Evolution of IBM Research 11
  • 12. IBM Research: 3000 Global Researchers • Software • Internet of Things • Integrated Solns 12 China Almaden Watson Austin • Science • Nanotech Materials • “Big Data” Haifa Tokyo Ireland • Smarter Cities Zurich India • Semiconductors • Systems • SW & Services Brazil IBM Research Labs 1998 - 2007 IBM Research – Openings in 2011/2012 • Accessibility Australia Africa IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation • DB & Analytics • Storage • Nanotech • Healthcare • SW & Services • Semiconductors • Processors • Natural Resources • Smarter Devices • Human Systems / Events Analytics • Security • Services • Mobile Communications • Natural Resources • Disaster Mgmt • Healthcare / Life Sciences • Public Sector • Smarter Cities • Human Capacity
  • 13. IBM Research: Globally and Vertically Integrated China industry expertise Almaden Watson Austin Tokyo Haifa analytics Dublin Zurich India Melbourne cybersecurity cloud future systems Brazil IBM Research labs Labs added since 2010 Kenya processors/storage /switching nanotechnologies 13 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 14. IBM Research: Industry Expertise healthcare meteorology energy banking / insurance transportation & IBM Research labs Labs added since 2010 retail telecomm oil and gas public sector 14 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 15. © 2012 IBM Corporation 1014 on November 14, 2012 Inspired by the function, power, and volume of the organic brain, IBM is developing TrueNorth, a novel modular, scalable, non-von Neumann, ultra-low power, cognitive computing architecture. TrueNorth consists of a scalable network of neurosynaptic cores, with each core containing neurons, dendrites, synapses, and axons. To set sail for TrueNorth, IBM developed Compass, a multi-threaded, massively parallel functional simulator and a parallel compiler that maps a network of long-distance pathways in the macaque monkey brain to TrueNorth. IBM and LBNL demonstrated near-perfect weak scaling on a 16 rack IBM Blue Gene/Q (262,144 processor cores, 256 TB memory), achieving an unprecedented scale of 256 million neurosynaptic cores containing 65 billion neurons and 16 trillion synapses running only 388× slower than real time with an average spiking rate of 8.1 Hz. By using emerging PGAS communication primitives, IBM also demonstrated 2× better real-time performance over MPI primitives on a 4 rack Blue Gene/P (16384 processor cores, 16 TB memory). Here is PDF of final paper. NEW NEWS: Since submitting the camera ready copy, using 96 Blue Gene/Q racks of the Lawrence Livermore National Lab Sequoia supercomputer (1,572,864 processor cores, 1.5 PB memory, 98,304 MPI processes, and 6,291,456 threads), IBM and LBNL achieved an unprecedented scale of 2.084 billion neurosynaptic cores containing 53x1010 neurons and 1.37x1014 synapses running only 1542× slower than real time. Here is PDF of IBM Research Report, RJ 10502.
  • 16. 2012 Technical Strategy – Grand Challenges Exploratory Research  Medical Sieve  DNA Transistor  Cognitive Computing  The “Next Switch” for Digital Electronics  Fault Tolerant Quantum Computation  Energy Storage: Lithium - Air Battery  3D Molecular Structure Microscope  Room Temperature Superconductor  Scalable Genome-wide Association  Modeling the Enterprise IBM - Deutsche Bank Innovation Workshop, Hawthorne, May 2012 © IBM Corporation © 2012 IBM Corporation
  • 17. IBM University Programs 6 R’s • Research (Collaborate) • Readiness (Skills) • Recruiting (Jobs) • Revenue (Solutions) • Responsibility (Volunteers) • Regions (Smarter Cities, Startups & Workforce) 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 17 WORKFORCE PRODUCTS SUPPLY CHAIN COMMUNICATIONS TRANSPORTATION BUILDINGS
  • 18. IBM University Programs Global Team updated 9/3/2014 © IBM 2014 IBM University Programs worldwide accelerating regional development (IBM UPward) 18 Region Contact Name Africa Sean Mclean Australia TBD ASEAN Seow Khun Lum Canada Stephen Peregut China Jean Li Egypt Hisham El-Shishiney EMEA Diem Ho GCG Wang Hao India Mezjan J Dallas Japan Rieko Kataoka Mexico Angela Alvarado Middle East Andrea Emiliiani Nordics Jyrki Koskinen Russia/GMU Sergey Belov Turkey Jale Akyel
  • 19. T-Shaped People: Next Generation Adaptive Innovators for a Smarter Planet Many disciplines Many sectors Many regions/cultures (understanding & communications) Deep in one sector Deep in one region/culture Deep in one discipline “No one knows everything, but a well-chosen team of T-shapes has empathy to learn anything.”
  • 20. Partnering for Skills Marisa Viveros, VP Cybersecurity Innovation Nanci Knight, Academic Initiatives (Western Region) Dianne Fodell, Program Exec Skills for 21st C
  • 21. Key Question: Knowledge Half-Life • What percentage of a companies product and service offerings to customers change every year? • What percentage of the courses that students get change every year?
  • 22. 22 What’s UP at IBM?
  • 23. 23 Those in-the-know say, “IBM is helping to build a Smarter Planet…”
  • 24. Smarter Planet = Smarter “Service” Systems 24 INSTRUMENTED We now have the ability to measure, sense and see the exact condition of practically everything. INTERCONNECTED People, systems and objects can communicate and interact with each other in entirely new ways. INTELLIGENT We can respond to changes quickly and accurately, and get better results by predicting and optimizing for future events. WORKFORCE PRODUCTS SUPPLY CHAIN COMMUNICATIONS TRANSPORTATION BUILDINGS IT NETWORKS
  • 25. 25 Land-population-energy-carbon Carlo Ratti: Senseable Cities
  • 26. 26
  • 27. 27
  • 28. IBM Platforms for Entrepreneurs • Smarter Cities Intelligent Operations Center Platform • IBM Watson & Cognitive Computing Platform • IBM UP helping university startups to scale-up (growth) 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 28
  • 29. Welcome to the new age of platform technologies and smarter service systems for every sector of business and society nested, networks systems
  • 30. National Science Foundation A feature of a service system is the participation and cooperation of the customer in the service and its delivery. A service system then requires an integration of knowledge and technologies from a range of disciplines, often including engineering, computer science, social science, behavioral science, and cognitive science, paired with market knowledge to increase its social benefit. Nano-Bio-Info-Cogno
  • 31. Holistic Service Systems (HSS) 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 31 http://www.service-science.info/archives/1056 Nation State/Province City/Region University College K-12 Cultural & Conference Hotels Hospital Medical Research Worker (professional) Family (household) For-profits: Business Entrepreneurship Non-profits Social Entrepreneurship U-BEE Job Creator/Sustainer U-BEEs = University-Based Entrepreneurial Ecosystems “The future is already here (at universities), it is just not evenly distributed.” “The best way to predict the future is to (inspire the next generation of students to) build it better.” “Multilevel nested, networked holistic service systems (HSS) that provision whole service (WS) to the people inside them. WS includes flows (transportation, water, food, energy, communications), development (buildings, retail ,finance, health, education), and governance (city, state, nation). ” University Four Missions 1. Learning 2. Discovery 3. Engagement 4. Convergence
  • 32. Universities Matter #1 9 8 7 6 5 4 3 2 1 9/3/2014 y = 0,7489x + 0,3534 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 32 Japan China Germany France Italy United Kingdom R² = 0,719 Russia Brazil Spain Canada India Mexico South Korea Australia Turkey Netherlands Sweden 0 0 1 2 3 4 5 6 7 8 9 % global GDP % top 500 universities Nation’s % WW GDP and % Top 500 Universities (2009 Data)
  • 33. Universities Matter #2 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 33 …But it can be costly, American student loan debt is over $900M
  • 34. Universities Matter #3 “When we combined the impact of Harvard’s direct spending on payroll, purchasing and construction – the indirect impact of University spending – and the direct and indirect impact of off-campus spending by Harvard students – we can estimate that Harvard directly and indirectly accounted for nearly $4.8 billion in economic activity in the Boston area in fiscal year 2008, and more than 44,000 jobs.” 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 34
  • 35. 35 What are the trends? Digital Immigrant Born: 1988 Graduated College: 2012 Digital Native Born: 2012 Enters College: 2030
  • 36. 2030 Transportation: Self-driving cars Steve Mahan: Test “Driver” 36 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 37. 2030 Water 37 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 38. 2030 Manufacturing Ryan Chin: Urban Mobility Baxter: Building the Future Maker-Bot: Replicator 2 38 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 39. 2030 Energy 39 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 40. 2030 ICT 40 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 41. Example: Leading Through Connections with… Universities Collaborate with IBM Research to Design Watson for the Grand Challenge of Jeopardy ! Assisted in the development of the Open Advancement of Question-Answering Initiative (OAQA) architecture and methodology Pioneered an online natural language question answering system called START, which provided the ability to answer questions with high precision using information from semi-structured and structured information repositories Worked to extend the capabilities of Watson, with a focus on extensive common sense knowledge Worked on a visualization component to visually explain to external audiences the massively parallel analytics skills it takes for the Watson computing system to break down a question and formulate a rapid and accurate response to rival a human brain Focused on large-scale information extraction, parsing, and knowledge inference technologies  Provided technological advancement enabling a computing system to remember the full interaction, rather than treating every question like the first one - simulating a real dialogue Explored advanced machine learning techniques along with rich text representations based on syntactic and semantic structures for the Watson’s optimization Worked on information retrieval and text search technologies http://w3.ibm.com/news/w3news/top_stories/2011/02/chq_watson_wrapup.html 41 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 42. 2030 Buildings: Recycled to be stronger, safer, cleaner China Broad Group: 30 Stories in 15 Days 42 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 43. 2030 Retail & Hospitality 43 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 44. 2030 Finance & Business 44 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 45. 2030 Health 45 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 46. 2030 Education: Watch one, do one, teach one… 46 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 47. 2030 Government Four measures  Innovativeness  Equity – Improve weakest link  Sustainability  Resiliency 47 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 48. Competitive Parity – Achieved.  The NFL has spent the last two decades touting its parity—the idea that any team can win on any given Sunday (or Monday or Thursday). But this year, parity has truly run wild.  … here's the wackiest thing: Through six weeks, 11 of the NFL's 32 teams are 3-3. The Journal asked the statistical gurus of Massey-Peabody Analytics to run a coin-flip simulation… 48 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 49. 2030 and Beyond…. Government, Health, Education, Finance, etc. 49 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 50. 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 50
  • 51. Up-Skill Cycle University-Region1 University-Region2 = New Venture = Acquisition = High-Growth Acquisition/ New IBM BU (Growing) = High-Productivity/ Mature IBM BU (Shrinking) = Graduates with Smarter Planet skills = IBMer moving from mature BU to acquisition = IBMer moving into IBMer on Campus role (help create graduates with Smarter-Planet skills, help create Smarter Planet oriented new ventures; Refresh skills IBM 51 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 52. Service Innovators  ISSIP = International Society of Service Innovation Professionals  T-shaped Professionals – Depth – Breadth  Register at: – ISSIP.org 52 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 53. Systems-Disciplines Framework: Depth & Breadth Systems that focus on flows of things Systems that support people’s activities Systems that govern transportation & supply chain water & waste food & products ICT & cloud energy & electricity retail & hospitality banking building & construction healthcare & family & finance education &work city secure state scale nation laws systems disciplines behavioral sciences e.g., marketing management sciences e.g., operations political sciences e.g., public policy learning sciences e.g., game theory and strategy cognitive sciences e.g., psychology system sciences e.g., industrial eng. information sciences e.g., computer sci organization sciences e.g., knowledge mgmt social sciences e.g., econ & law decision sciences e.g., stats & design run professions e.g., knowledge worker transform professions e.g., consultant innovate professions e.g., entrepreneur stakeholders Customer Provider Authority Competitors resources People Technology Information Organizations change History (Data Analytics) Future (Roadmap) value Run Transform (Copy) Innovate (Invent) Observe Stakeholders (As-Is) Observe Resource Access (As-Is) Imagine Possibilities (Has-Been & Might-Become) Realize Value (To-Be) 53 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 54. The New Normal: Smarter Systems Computational System Smarter Technology Requires investment roadmap Service Systems: Stakeholders & Resources 1. People 2. Technology 3. Shared Information 4. Organizations connected by win-win value propositions Smarter Buildings, Universities, Cities Requires investment roadmap 54 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 55. A Framework for Global Civil Society  Daniel Patrick Moynihan said nearly 50 years ago: "If you want to build a world class city, build a great university and wait 200 years." His insight is true today – except yesterday's 200 years has become twenty. More than ever, universities will generate and sustain the world’s idea capitals and, as vital creators, incubators, connectors, and channels of thought and understanding, they will provide a framework for global civil society. – John Sexton, President NYU 55 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 56. In Conclusion: Two Books To Help Us All Prepare For Change 56 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 57. Thank-You! Questions? “Instrumented, Interconnected, Intelligent – Let’s build a Smarter Planet.” – IBM “If we are going to build a smarter planet, let’s start by building smarter cities” – CityForward.org “Universities are major employers in cities and key to urban sustainability.” – Coalition of USU “Cities learning from cities learning from cities.” – Fundacion Metropoli “The future is already here… It is just not evenly distributed.” – Gibson “The best way to predict the future is to create it/invent it.” – Moliere/Kay “Real-world problems may not/refuse to respect discipline boundaries.” – Popper/Spohrer “Today’s problems may come from yesterday’s solutions.” – Senge “History is a race between education and catastrophe.” – H.G. Wells “The future is born in universities.” – Kurilov “Think global, act local.” – Geddes Dr. James (“Jim”) C. Spohrer Innovation Champion & Director, IBM University Programs worldwide accelerating regional development (IBM UPward) spohrer@us.ibm.com 57 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 58. What improves Quality-of-Life? Service System Innovations A. Systems that focus on flow of things that humans need (~15%*) * = US Labor % in 2009. 2/7/4 0/19/0 1. Transportation & supply chain 2. Water & waste recycling/Climate & Environment 2/1/1 3. Food & products manufacturing 7/6/1 4. Energy & electricity grid/Clean Tech 1/1/0 5. Information and Communication Technologies (ICT access) 5/17/27 B. Systems that focus on human activity and development (~70%*) 1/0/2 6. Buildings & construction (smart spaces) (5%*) 7. Retail & hospitality/Media & entertainment/Tourism & sports (23%*) 8. Banking & finance/Business & consulting (wealthy) (21%*) 9. Healthcare & family life (healthy) (10%*) 10. Education & work life/Professions & entrepreneurship (wise) (9%*) 24/24/1 2/20/24 7/10/3 5/2/2 C. Systems that focus on human governance - security and opportunity (~15%*) 11. Cities & security for families and professionals (property tax) 3/3/1 12. States/regions & commercial development opportunities/investments (sales tax) 13. Nations/NGOs & citizens rights/rules/incentives/policies/laws (income tax) 0/0/0 1/2/2 Quality of Life = Quality of Service + Quality of Jobs + Quality of Investment-Opportunities “61 Service Design 2010 (Japan) / 75 Service Marketing 2010 (Portugal)/78 Service-Oriented Computing 2010 (US)” 58 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 59. Economic Shift in National Economies World’s Large Labor Forces A = Agriculture, G = Goods, S = Service 40yr Service Growth S % G % A % Labor % WW Nation China 25.7 49 22 29 142% India 14.4 60 17 23 35% U.S. 5.1 1 23 76 23% Indonesia 3.5 45 16 39 34% 2010 US shift to service jobs (A) Agriculture: Value from harvesting nature Daryl Pereira/Sunnyvale/IBM@IBMUS, Brazil 3.0 20 14 66 61% Russia 2.4 10 21 69 64% Japan 2.2 5 28 67 45% Nigeria 1.6 70 10 20 19% Bangladesh 2.1 63 11 26 37% Germany 1.4 3 33 64 42% 2010 NationMaster.com, International Labor Organization Note: Pakistan, Vietnam, and Mexico now larger LF than Germany (G) Goods: Value from making products (S) Service: Value from IT augmented workers in smarter systems that create benefits for customers and sustainably improve quality of life. 59 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 60. Growth of Service Revenue at IBM 2010 Pretax Income Mix Revenue Growth by Segment SOFTWARE SYSTEMS (AND FINANCING) 17% 39% SERVICES 100 80 60 40 20 0 1982 1988 1994 1998 2010 Services Software Systems 2004 2006 2007 2008 2009 Year Revenue ($B) 44% IBM Annual Reports What do IBM Service Professionals Do? Run IT & enterprise systems for customers, help Transform customer processes to best practices, and Innovate with customers. 60 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 61. California Human Development Report 2011: Measuring quality-of-life…. http://www.measureofamerica.org/docs/APortraitOfCA.pdf 61 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 62. 9/3/2014 © IBM 2013 IBM University Programs worldwide accelerating regional development (IBM UPward) 62
  • 63. Jim Spohrer, IBM • Dr. James (“Jim”) C. Spohrer is IBM Innovation Champion and Director of IBM University Programs (IBM UP). Jim works to align IBM and universities globally for innovation amplification. Previously, Jim helped to found IBM’s first Service Research group, the global Service Science community, and was founding CTO of IBM’s Venture Capital Relations Group in Silicon Valley. During the 1990’s while at Apple Computer, he was awarded Apple’s Distinguished Engineer Scientist and Technology title for his work on next generation learning platforms. Jim has a PhD in Computer Science/Artificial Intelligence from Yale, and BS in Physics from MIT. His current research priorities include applying service science to study nested, networked holistic service systems, such as cities and universities. He has more than ninety publications and been awarded nine patents.
  • 64. Measuring Impact  SSME: IBM Icon of Progress & IBM Research Outstanding Accomplishment – Internal 10x return: CBM, IDG, SDM Pricing & Costing, BIW COBRA, SIMPLE, IoFT, Fringe, VCR • Key was tools to model customers & IBM better • Also tools to shift routine physical, mental, interactional & identify synergistic new ventures • Alignment with Smarter Planet & Analytics (instrumented, interconnected, intelligent) • Alignment with Smarter Cities, Smarter Campus, Smarter Buildings (Holistic Service Systems) – External: More than $1B in national investments in Service Innovation activities – External: Increase conferences, journals, and publications – External: Service Science SIGs in Professional Associations – External: Course & Program Guidelines for T-shaped Professionals, 500+ institutions – External: National Service Science Institutions, Books & Case Studies (Open Services Innovation)  Service Research, a Portfolio Approach – 1. Improve existing offerings (value propositions that can move the needle on KPI’s) – 2. Create new offerings (for old and new customers) – 3. Improve outcomes insourcing, outsourcing, acquisitions, divestitures (interconnect-fission-fusion) – 4. For all three of the above, improve customer/partner capabilities (ratchet each other up) – 5. For all four of the above, increase patents and service IP assets (some donated to open forums) – 6. For all five of the above, increase publications and body-of-knowledge (professional associations) 64 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation
  • 65. Who I am (http://www.service-science.info/archives/2233)  Director IBM Global University Programs since 2009 – Global team works with 5000 university world wide (http://www.ibm.com/university) – 6 R’s: Research (Awards), Readiness (Skills), Recruiting, Revenue, Responsibility, Regions – Transform “IBM on Campus” brand awareness (“Smarter Planet/Smarter Cities”) – Create “Urban Service System” Research Centers & U-BEEs  Founding Director of IBM's first Service Research group from 2003-2009 – Almaden Research Center, San Jose, CA – 10x ROI with four IBM outstanding and eleven accomplishment awards – Improve existing offerings, create new, portfolio synergies, partners, patents, publications – I know/work with service research pioneers from many academic disciplines • I advocate for Service Science, Management, Engineering, and Design (SSME+D) – Short-term: Curriculum (T-shaped people, deep in an existing discipline) – Long-term: New transdiscipline and profession (awaiting CAD tool) • I advocate for ISSIP (“one of the founding fathers”) • Co-editor of the “Handbook of Service Science” (Springer 2010)  Other background (late 90’s and before) – Founding CTO of IBM’s Venture Capital Relations group in Silicon Valley – Apple Computer’s (Distinguished Engineer Scientist and Technologist) award (90’s) – Ph.D. Computer Science/Artificial Intelligence from Yale University (80’s) – B.S. in Physics from MIT (70’s) 65 IBM UPward (University Programs worldwide – accelerating regional development) © 2012 IBM Corporation