ECOLEAD STATUS OVERVIEW

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ECOLEAD STATUS OVERVIEW - month 9 -
Luis M. Camarinha-Matos cam_at_uninova.pt
2nd General meeting Roma, January 2005
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STRATEGIC GOAL
ECOLEAD aims at creating the necessary strong
foundations and mechanisms for establishing an
advanced collaborative and network-based industry
society in Europe.
European Collaborative Organisations Leadership
Initiative
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WHAT WE UNDERSTAND BY CNO
Collaborative Networks (CN)
Collaborative Networked Organizations (CNO)
Virtual Laboratory (VL)
Virtual Organization (VO)
Virtual Enterprise (VE)
Professional Virtual Community (PVC)
Extended
Enterprise
CNO Breeding Environment
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WHAT WE UNDERSTAND BY CNO ---
Network ...

• Constituted by a variety of entities (e.g.
  organizations and people)that are
• largely autonomous
• geographically distributed
• heterogeneous in terms of their operating
  environment, culture, social capital and goals
• Nevertheless these entities collaborate to better
  achieve common or compatible goals
• The collaborative interactions are supported by a
  computer network.

Unlike other networks, in CNO collaboration is an
intentional property that derives from the
shared belief that together the network members
can achieve goals that would not be possible or
would have a higher cost if attempted by them
individually
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NOW THEN
THEN
Sustainable collaborative networks
Well-founded models theory Reference
models Generic (invisible) infrastructures Replica
ble VBE Controlled emerging behavior Re-utilizable
toolbox Social responsibility
NOW
Manifestations collaborative networks
Ad-hoc cases No interoperability No reference
model Ill-understood behavior Lack of support
services ...
6
ECOLEAD FOCUS AREAS
VO
Opportunity driven
Preparedness
VBE
Long-term strategy
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ECOLEAD FOCUS AREAS
VBE --- Intended to increase the level of
preparedness of organizations to
participate in (dynamic) VOs VOM --- Support
(dynamic) VOs through their life cycle PVC ---
Putting the focus on human collaboration and
corresponding value creation
TF --- The theoretical foundation shall provide
the basis for technology-independent
understanding of the area and its
phenomena.
ICT-I --- The existence of an invisible, low-cost
ICT infrastructure is a
pre-condition for the
establishment of truly dynamic
collaborative networks.
Holistic approach Avoid fragmentation of
research
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VO BREADING ENVIRONMENTS
The operating principles of VO breeding
environments are understood and formalized, the
framework and services to support the full life
cycle of the collaborative networks are developed
in a generic way but coping with different
specificities and SME needs
VBE reference framework - Entities,
structure, roles, behavior Competencies
management Ontology evolution Trust management
support VO creation framework VBE management
tools
VBE Creation
VBE Operation
VBE Metamorphosis
VBE Evolution
Business perspective ? Interactions with VOM and
PVC ?
VBE Dissolution
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VO MANAGEMENT

• Dimensions
• Behavior / processes
• Resources / assets
• Dynamics
• Structure, actors, roles
• Network-centric models
• Performance indicators
• supervision
• Value systems
• Business models
• Support tools

Well-defined business models and tools for
systematic VO management (planning, control,
organization and leadership), taking into account
the social mechanisms in multi-interest
collaboration networks, as well as the
transitional nature of VO.
VO management concept? Innovation ? Interactions
with VBE and PVC ?
10
PROFESSIONAL VIRTUAL COMMUNITIES
The human centered management and exploitation of
knowledge and value creation are leveraged by
well-supported Professional Virtual Communities
(PVC), which are synergistically integrated in
the business ecosystem.
Organizational forms Behavior, roles,
rules Skills competencies Support
institutions Value systems Benefits,
performance, ... Business models Collaboration
platform tools
VALUE
People
Knowledge
Technology
Innovation ? (concepts, business model,
platform/tools) Interactions with VBE and VO ?
Manifesto?
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VBE VOM PVC FIRST PHASE
Other studies
Modeling Characterization
Structuring Requirements
Phase 1 Analysis, characterization
Scenarios
Existing CNOs
... Foundations for future A new way
of interpreting reality / new lense ... Mostly
disjunct scenarios / cases ...
Representative? ... Visionary
contributions ???
PVC
Cases
VO
VBE
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HORIZONTAL INFRASTRUCTURES FOR COLLABORATION
The ICT infrastructure will be developed as an
open, transparent, easy to use, and affordable
enabler of collaborative behaviors in networked
organizations.
Support Service
Support Service
Support Service
Support Service
ECOLEAD and others
Sliding borders
ICT Infrastructure
Networking, Web, ...
ebXML ?
RosettaNET ?
GRID MAS?
Intermmediate support for collaboration Not the
only ICT-related WP ! Technology independence
and prototyping Require specific business models
Feasibility ? Business model?
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THEORETICAL FOUNDATION
Understand and model the principles of
collaboration, emerging behavior and
self-organization in collaborative networks
Modeling foundation
Reference models of CNOs
New scientific discipline Collaborative Networks
What makes a reference model a reference?
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A NEW SCIENTIFIC DISCIPLINE

• The establishment of a scientific discipline for
  collaborative networks is a strong instrument to
• consolidate and synthesize the existing
  knowledge
• set a sound foundation for the future research
  and development in this area

A discipline of collaborative networks shall
focus on the structure, behavior, and evolving
dynamics of networks of autonomous entities that
collaborate to better achieve common or
compatible goals
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HISTORIC CONTEXT
Collaborative Networks
NEW DISCIPLINES
Enterprise Engineering
Manufacturing / Industrial Automation
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DEMONSTRATION IMPACT CREATION
Pilot validation of models and tools in
front-runner collaborative networks of SMEs
Achieve a robust framework for the successful
take up and exploitation of project
results Multipliers base collaboration
synergies Publications in high quality channels
A social responsibility !!!
Impact indicators? Involvement of end-users
? Interactions with WPs 2, 3, 4, 6 ? Multipliers
base and process? Demonstrations concept?
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IMPACT CREATION PRINCIPLES ...
For a dissemination policy with quality
content (Positive) Impact creation requires
proper channels and rich content! Unlike old
tradition and practices followed by many
projects, ECOLEAD shall not make propaganda
without content. Each dissemination event shall
be well planned and its content carefully
checked in order to comply with strict quality
criteria. True impact can only be achieved via
the most respected channels. The best journals
and conferences shall be our target! Our success
will lie on scientific and technical quality!
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IMPACT CREATION PRINCIPLES

• Channels fitting the target
• Dissemination with content
• Impact needs foundations
• - a process that goes beyond the project
  duration
• Collaboration with other initiatives actors
• Need for multipliers
• Focus sustainability, re-usability of results

First produce some results, then disseminate
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TRAINING
Creation of Virtual Learning Community Training
plans actions Reference curricula Training
actions and repository of support materials
Focus ? Strategic planning? Quantity vs
quality? Involvement of external
contributors? Training for newcomers?
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LEVELS OF RESULTS
ECOLEAD Results
High-level (public) view of the project results
Strategic Result 1
Strategic Result N
...
Technical view of (major) project results
Key Result 1
Key Result 2
Key Result K-1
Key Result K
...
D1.1
D2.1
DK.1
Intermmediate Results
D1.2
D2.2
DK.2
D1.3
DK.3
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STRATEGIC RESULTS

• VO Breeding Environment Organization Framework
• VO Creation Framework
• VO Operation and Management Models and Services
• PVC Business Model
• PVC Collaboration Platform
• Business Model for Collaboration Infrastructures
• Plug and Play Collaboration Infrastructure
• Theoretical Foundation for CNOs
• Training program for CNOs

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STRATEGIC KEY RESULTS
Business models for collaborative
infrastructures
Value system and metrics for VO breeding
environments
VO operational governance models
Formal and semi-formal modeling foundation for
CNOs
Business models guidelines
Business models for Professional Virtual
Communities
Reference models for CNOs
Theoretical foundation for CNOs
VO Breeding Environment Organization Framework
Value system and metrics for PVC
Models interoperability basis
CNO set-up and management guidelines
VO Creation Framework
Soft modeling foundation
VBE reference framework
Lively update of ECOLEAD strategic and results
roadmaps
VO Operation Management Models and Services
Roadmapping for strategic research
Dynamic VO management models
Long-term strategic roadmap for CNOs
Reference models architectures
PVC reference framework
PVC Business Model
Model of impact creation process methodology
for results assessment
Reference architecture for collaborative
infrastructures
Pilot validation models and tools in
front-runner CN of SMEs
PVC Collaboration Platform
Reference architecture for collaboration
e-services
Impact creation plan and mechanisms
Validation and Industrial impacts
Plug Play infrastructure for collaboration
Established links with impact multipliers base
Business Model for Collaboration Infrastructures
ICT collaboration infrastructures
Dynamic multi-level security mechanisms
Specific actions in collaboration with impact
multipliers
Plug and Play Collaboration Infrastructure
VBE management services
Virtual Learning Community
Dynamic VO creation assistance tool
European training program on CNO
Training education
Theoretical Foundation for CNOs
Contract negotiation wizard
Training workshops and summer schools
VO performance measurement tool
Training program on CNOs
Distance learning materials on CNO
ICT collaboration Support e-srvices
Collaborative distributed business process
supervision tool
Publications in conferences
ECOLEAD strategic results
Dissemination
VO management e-services
Publications in journals
Advanced collaboration platform for PVCs
Collaborative problem solving support e-services
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Business models for collaborative
infrastructures
KEY RESULTS WPs
Value system and metrics for VO breeding
environments
VO operational governance models
Formal and semi-formal modeling foundation for
CNOs
Business models guidelines
Business models for Professional Virtual
Communities
Reference models for CNOs
Theoretical foundation for CNOs
WP1
Value system and metrics for PVC
Models interoperability basis
CNO set-up and management guidelines
WP2
Soft modeling foundation
VBE reference framework
Lively update of ECOLEAD strategic and results
roadmaps
WP3
Roadmapping for strategic research
Dynamic VO management models
Long-term strategic roadmap for CNOs
Reference models architectures
PVC reference framework
Model of impact creation process methodology
for results assessment
WP4
Reference architecture for collaborative
infrastructures
Pilot validation models and tools in
front-runner CN of SMEs
Reference architecture for collaboration
e-services
WP5
Impact creation plan and mechanisms
Validation and Industrial impacts
Plug Play infrastructure for collaboration
Established links with impact multipliers base
ICT collaboration infrastructures
WP6
Dynamic multi-level security mechanisms
Specific actions in collaboration with impact
multipliers
WP7
VBE management services
Virtual Learning Community
Dynamic VO creation assistance tool
European training program on CNO
Training education
WP8
Contract negotiation wizard
Training workshops and summer schools
VO performance measurement tool
Distance learning materials on CNO
ICT collaboration Support e-srvices
Collaborative distributed business process
supervision tool
Publications in conferences
Dissemination
VO management e-services
Publications in journals
Advanced collaboration platform for PVCs
Collaborative problem solving support e-services
Some results involve various WPs !
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FROM DELIVERABLES TO KEY RESULTS
An example
VO Breeding Environment Organization Framework
VO Creation Framework
VBE reference framework
VBE management services
Dynamic VO creation assistance tool
Contract negotiation wizard
Value system and metrics for VO breeding
environments
Reference architecture for collaboration
e-services
CNO set-up and management guidelines
D23.1
?
?
D21.1
D21.4
?
?
D21.3
D21.5
D21.2
D22.1
D23.2
?
WP4
WP6
?
WP3
FULL SET TO BEDEFINED NOW !
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SCHEDULE
36
Month 0
12
18
6
24
30
VO creation framework
VO Breeding Environment
VBE management system
VBE models mechanism
Generic VO e-services
Dynamic VO Management
VO inheritance management
DBPC
VO metrics assess. mech.
Collaborative problem solving
Professional Virtual Communities
Business models for PVC exploitation
Adv. collab. Space platform
Coll. Models social forms
M1
M2
M3
CP1
CP2
CP3
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SCHEDULE ...
36
Month 0
12
18
6
24
30
Reference models I
Theoretical Foundation
Models interoperability basis
Soft engineering models
From 7 sub-projects (till month 6) to 12 now and
more to come !!!
Formal modeling foundation
Plug play infrastructure
Horizontal Infrastructure
Security framework
Business modelfor infrastructure
?A substantial increase in complexity
Reference arch. principles
Global actions
ST strategy, Roadmapping, Demonstration, Training
CP1
CP3
M1
CP2
M2
M3
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FACED CHALLENGES
Match moving expectations about IPs Cope with
a too tight schedule, the size of the consortium
project ambition Revise some aspects of the
existing culture of EU RD Reach alignment of
interests Integrate multidisciplinarity
cultural diversity Overcome with impact creation
myths
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CHECK POINT 1 (month 6)

• Integration of research teams
• Accommodation of cultural diversity
• Alignment of visions goals
• Base operational principles and mechanisms
• Understanding of IP mechanisms
• Common understanding of baseline, trends,
  and aimed innovation
• Identification of main requirements
• Progress in approaches, models, specifications

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FIRST RESULTS month 6
Technical deliverables D11.1 - Principles for
ST coordination, monitoring and assessment
D11.5a - Updated roadmap of ECOLEAD results
D41.1 Classification, Trends and Challenges for
Virtual Communities D51.1 Main modelling
needs and approaches in CNOs Management
deliverables D91.1, D91.2, D91.4.1
Publications - Conference publications 5
PRO-VE04, BASYS04, SAINT05, ISSEK -
Journal publications 1 J. Intelligent
Manufacturing ... SCI - Other papers were
submitted and are being evaluated - Other
dissemination actions 16
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PROGRESS HIGHLIGHTS

• Refinement / update of strategic results
  roadmapping
• More detailed description
• Strategic results, key results, deliverables
• Identification of some approaches towards results
• Replicability / sector independence
• e.g. Dynamic ontology creation for different
  domains
• Building trust
• E.g. Multi-level (trustworth computing, social
  networks, etc.)
• Fast / rapid trust building vs.continuous trust
  building
• Reference modeling modeling tools
• Technology independence ... as a goal

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PROGRESS HIGHLIGHTS ...

• Expanding from human (capital) to social network
  (capital)
• On trust
• On value systems e.g. value of relationships
• On life maintenance institutions
• Expanding the collaboration domain
• VO not only BP-driven
• Fairness in benefits distribution initial
  discussion
• Progress on concepts and mechanisms related to
  impact on society
• Business models, Marketing for CNOs
• VLC concept and learning materials repository
• Multipliers concept and mechanisms
• Dissemination channels (identification
  characterization)
• Governance principles for large collaborative
  networks (e.g. IP)

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REVIEW RESULTS

• Review team excited and with great expectations
  about the project
• All deliverables accepted D41.1 not so good
• Need for early end users involvement
• Some concerns about innovation in WP4 and WP3
• Very ambitious objectives in WP6 what is
  achievable?
• Impact - great expectations about creation of 2
  VBEs, 2 VOs, 2 PVCs
• - need careful planning, involvement of
  external experts
• - define relationships with other WPs
• Training package for new SME members
• Business models ?
• Positive comments about the other areas

Next review end of May 2005
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REVIEW RECOMMENDATIONS
Rec 1 Building on past work Rec 2 Balancing
impact on research and industry Rec 3
Measuring industrial impact Rec 4 Mapping
more clearly key results to deliverables Rec
5 Linking PVCs with VOs and VBEs

• Green book (THINKcreative VOmap),
  Orange book (VOSTER)
• Other (ongoing) projects

• Balance not by lowering the level of research
  rather by improving the industry contribution
• Leadership requires strong industrial innovation

• D11.1 addressed the scientific perspective
  the industry / societal perspective is missing
  (WP8?)
• Task force to help WP1? (D11.1b -gt month 18)

• The key results were introduced during the
  negotiation phase
• Relationship with deliverables to be clarified

• SSB-WP4 meeting, bilateral meetings, task
  forces?
• Need to re-inforce the scientific/technical basis

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REVIEW RECOMMENDATIONS ...
Rec 6 Linking scenarios in dynamic VO
management Rec 7 Evolving the CNO concept
clearing-house Rec 8 Adding urgently new
industrial end-user partners Rec 9 Creating
appropriate information material Rec 10
Designing and entrance training kit for new
partners

• Scenarios for demonstrations global
• VO management framework to be clarified and
  reflected in first deliverable

• Contributions needed (continuous base)
• WPs (and WP leaders!) to use common
  terminology

• Call for new networks of SMEs
• Not only for WP3

• Existing leaflet is for the CNO research
  community, NOT for non-experts
• Stronger effort on quality material for industry

• Need to clarify role of WP7

35
REVIEW RECOMMENDATIONS ...
Rec 11 Creating a strong Industrial Impact
Board Rec 12 Revising critically the workplan
and project schedule Rec 13 Streamlining the
project plan Rec 14 Enhancing resource
consumption details in management reports Rec
15 Taking into account differences in background

• Identification of suitable candidates (CVs)
• Truly visionaries with sound background

• Starting now -gt D11.2 D11.5b ? 4 years
• WP8 needs a particularly strong planning
• Re-inforce integration (via WP1)

• Part of the revision (-gtD11.2 D11.5b)
• Refocusing WP7
• Avoid dispersion of resources

• Needs collaboration from all
• Partners claims to be monitored (WP leaders
  etc)

• More integration effort from those partners
• Participation in integration reviewing
• Support from WP7

36
ON-GOING DELIVERABLES month 12
D11.2 - Set of recommended sub-projects for the
second phase D21.1 - Report characterizing the
key components and features and key operating
principles of the VBE D21.2 - Prototype of
partner profiles e-catalog and web-based
competency and skill management D23.1 - Report
on the requirements and mechanisms for VO
planning and launching D31.1 - Roadmap on VOPM
challenges on operational and strategic level
D32.1 - Report on methods and tools for
Distributed business process modelling D41.2 -
VC objectives and life cycle elements D61.1 -
Framework for a collaboration support ICT
infrastructure D61.3 - Prototype ICT
infrastructure for collaboration, v.1 D62.1 -
Strategies for infrastructure business models
exploitation D63.1 - Configurable multi-level
security architecture for CNOs D71.2 - A study
of VO, VBE and PVC curricula D82.1 - Community
support environment D82.4 - Policy Action Plan
D91.3 - Periodic management report (2) D91.5 -
Project management board meetings (2) D91.6 -
Report on gender action plan
D11.5b
P
P
?
P
?
P
P
D
P
?
Late
D
P
Potentialy late
?
P
P
?
P
There are some delays ! New deliverables
(versions) required by reviewers D11.5b, D91.4,
D11.1b (m18) ...
D
?
37
SOME DIFFICULTIES
The first phase was OK but ...
Complexity too many aspects that need to be
considered Too many parallel activities ... and
increasing !!! No time to digest and
integrate the results from the various parallel
tracks Very ambitious goals, high
expectations Difficult ... but necessary ...
commitments
Time is the most critical issue !
38
SOME COMMITMENTS
39
NEW SCHEDULE ?
36
42
48
Month 0
12
18
6
24
30
VO creation framework
VO Breeding Environment
VBE management system
VBE models mechanism
Generic VO e-services
Dynamic VO Management
VO inheritance management
DBPC
VO metrics assess. mech.
Collaborative problem solving
Professional Virtual Communities
Business models for PVC exploitation
Adv. collab. Space platform
Coll. Models social forms
M1
M2
M3
CP1
CP2
CP3
M4
CP4
40
CRITICAL ISSUES
Technical - Innovation level -
Technology independence real demonstration
- Integration inter-relationships among focus
areas - Demonstrators take up --- impact
creation process - Improvement of scientific
quality in some areas
Collaboration - More convergence
- isolated developments do not contribute to
the success of ECOLEAD - clear
(individual) responsibilities - OK to
have individual agendas, but a substantial
alignment is needed - More attention to the
developments in the other tracks - Avoid
dispersion of resources - More rational use
of resources
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CRITICAL ISSUES ...
Coordination mainly based on results NOT on
tasks - Tasks are just a mechanism - We shall
not be so absorbed by the tasks logistics
that we loose the vision / goals - We can have
some flexibility in tasks partners
involvement ... If it increases the
chances of getting better results
Claimed resources shall match produced results
We will be evaluated by the results, not by the
performed tasks
42
CRITICAL ISSUES ...
Quality of deliverables

• Multi-author reports need to be integrated
  ... Not just a concatenation of text !
• ... An impact creation instrument
• Clear (explicit / demonstrated) advances over
  the state of the art
• Time for internal reviewing

Are you able to extract a journal paper out of
the deliverable? - YES ... Then why not? -
NO ... Then is it at the level of
ECOLEAD? Innovation is required not only from
academy leadership requires sound industrial
research
LEADERSHIP ???
43
COMMON / HORIZONTAL ISSUES

• Cases scenarios
• Modeling approaches tools
• Development approaches environments
• Business models value systems
• Demonstrators impact creation
• Interactions
• ...

44
CONCERTATION ACTIVITIES

• An EC initiative
• Concertation is a key process which ensures that
  the value of the
• cluster programme as whole exceeds that of the
  individual projects
• taken in isolation
• A forum for projects working on similar
  technical problems to share ideas and
  experiences
• Constructive review and monitoring by peers
• Opportunities for developing a consensus view
  among peer projects
• A focus for occasional topical workshops

Brussels 9-10 Dec 04 Next year 2 meetings -
June 05 ? - Sep 05 (PRO-VE) ?
45
CLUSTERS ...
ICT for Business Clusters

• Reference models and technologies for Business
  Networking
• MYCAREVENT (IP), ECOLEAD (IP)
• CROSSWORK (STREP), MOSQUITO (STREP), MY
  TREASURY (STREP), VE-FORUM (SSA),
• XBRL IN EUROPE (CA), IST BONUS (CA?)
• 2. Technologies for digital ecosystems
• DBE (IP), SATINE (STREP), LEGAL-IST (CA)
• 3. Ambient intelligence technologies for the
  product lifecycle
• ILIPT (IP), SPIDER-WIN (STREP), V-CES (SSA),
  VERITAS (SSA), CO-DESNET (CA)
• 4. Enterprise interoperability
• ATHENA (IP), TRUSTCOM (IP), INTEROP (NoE),
  NOREST (STREP)

Luis, Hamideh
Martin (observer)
Thierry, Roberto (observers)
46
PRO-VE05
PRO-VE05 6th IFIP Working Conference on Virtual
Enterprises www.pro-ve.org Valencia, Spain
27-29 Sep 05.
Conference topics for 2005 Collaborative
Networks and Value Creation
Technical co-sponsors - IFIP WG5.5 -
ECOLEAD
Proceedings Springer
47
CONCLUDING REMARKS
During its initial phase ECOLEAD
proceededaccording to the plan ... ...
Operational basis established ... Team
spirit consolidated ... First results
produced Big challenges are ahead of us
... Need strong commitment from all ...
Stronger collaboration ... Definitely more
attention to impact creation ... Focus on
innovation quality
... Towards leadership !