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Computers in Industry 70 (2015) 23–45

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Computers in Industry
jo ur n al ho m epag e: ww w.els evier .c om /lo cat e/co mp in d
Product whole life-cycle and omni-channels data convergence
oriented enterprise networks integration in a sensing environment
Qing Li*, Hao Luo, Pei-Xuan Xie, Xiao-Qian Feng, Rui-Yang Du
Department of Automation, Tsinghua University, Beijing 100084, China

ARTICLEINFO AB S T RACT

Article history: With the process of globalisation and the development of management models and information
Received 2 May 2014 technologies, enterprise cooperation and collaboration meets a new business and technical
Received in revised form 29 January 2015
environment. The Internet of things, mobile Internet, cloud computing and big data technologies build
Accepted 30 January 2015
Available online 14 March 2015 a sensing environment for all kinds of businesses. Inter enterprise collaboration is also meeting the new
challenges of omni-channel marketing, closed-loop supply chain and enterprise networks integration. A
data convergence oriented enterprise networks integration architecture with relative enabling
Keywords:
Enterprise network technologies is developed in the paper. In order to collect, transfer and fuse data from different data
Data convergence sources, Data Portal (DP) and Collaboration Agent (CA) concepts are introduced, which present a
Product lifecycle management lightweight and loosely coupled infrastructure for enterprise networks integration. How to use the
Omni-channel marketing developed technologies to solve problems of product lifecycle management and omni-channel
marketing management are discussed in detailed cases studies.
2015 Elsevier B.V. All rights reserved.
1. Introduction enterprises. However, because of organizational boundaries, data
and processes are broken into fragments; therefore, how to make
With the process of globalisation and the development of decisions with limited local data, how to trace a business problem,
management models and information technologies, enterprise how to provide whole lifecycle services, how to control multiple
collaboration and cooperation is facing new business requirements channels of a product, and how to realise the whole enterprise
in a sensing environment. network optimisation become the key issues of every enterprise.
Cloud computing, big data, service oriented architecture, as In order to overcome challenges faced by enterprises in a new
well as IT outsourcing models, are changing infrastructures and developing sensing environment, the Enterprise Network Integra-
relative IT implementation strategies of enterprises. The integrated tion Platform (ENI-P) with Data Portal (DP) and Collaboration
IT environment is broken and more and more outside cloud Agent (CA) is introduced in this article. The rest of this article is
services are selected and combined with inside information organised as follows. First, the challenges faced by enterprises are
systems. Data storage and processing models are changing. discussed in detail. Second, the development of enterprise
Enterprises and relative enterprise networks have to reconstruct networks integration is reviewed, as well as information technol-
their infrastructures. ogies including the Internet of things, the semantic web, cloud
Continuously increasing customer and public policy require- computing, and big data technology. Third, the architecture of the
ments is raising the demand of whole lifecycle services and the Enterprise Network Integration Platform (ENI-P) is developed for
monitoring capability of an enterprise. At the same time, new the data oriented product lifecycle management and omni-channel
business models such as e-business and big data based businesses marketing management challenges of enterprise networks [6].
are leading to data and processes fusion among networked
Fourth,thenewconcepts“CollaborationAgent”and“DataPortal”areintroducedintosystemintegrationaswell
* Corresponding author. Tel.: +86 13 651270901; fax: +86 10 astheirrealisation
62770351. E-mail addresses: liqing@tsinghua.edu.cn,
liqing.thu@gmail.com (Q. Li). methods. Lastly, ENI-P is developed, and an industrial experiment
http://dx.doi.org/10.1016/j.compin d system is deployed to illustrate the usage of developed technolo -
0 1 5 . 0 1 . 0 1 1
0166-3615/0 2015ElsevierB.V.Allrightsreserved. gies in the paper.

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24 Q. Li et al. / Computers in Industry 70 (2015) 23–45
Marketing Policy

Development of
All-channel marketing Internet Technology
Development of mobile Internet,
Internet of Things, cloud computing
and big data technologies

E-commerce

Services
Outsourcing convergence
Retail and direct sales Intra and inter and enterprise
enterprise enterprise Supply chain networks
integration integration management integration
Scope of
Integration
Design
Manufacturing
Sales
Maintenance and support
Recycling and disposal
Q. Li et al. / Computers in Industry 70 (2015) 23–45 7
Product Lifecycle
Fig. 1. Environment of enterprise network integration with business and technology development.
2. Challenges faced by enterprises in a sensing environment are broken. How to manage information flow and material flow
is the key issue. In a sensing environment, real time data fusion
2.1. New trends of enterprise integration in a sensing environment from different channels shall support customer service and
business decisions.
The new developing trends of enterprise operation are shown in 2.2. Challenges of enterprise network integration
Fig. 1, including three directions:
Big data with data fragmentation is the main characteristic of
(1) The scope of enterprise integration is extending. Enterprises current enterprise network management. In a sensing environ -
cooperation and collaboration have covered four stages: intra- ment, more and more data are collected, stored and treated, which
enterprise integration, inter enterprise integration, supply chain form plenty of big data sets. Due to business division and
management, and enterprise network integration [1]. Currently, outsourcing, from design, manufacturing, to sales, a complete
companies with similar businesses merge together, purchase business process is divided into a set of business process fragments
semi-manufactured goods from multiple up-stream supply by different enterprises’ organisational boundaries, as well as the
chains, and supply to multiple downstream supply chains. The related business data sets. Every partner enterprise only operates
topology of supply chains has become a complex network with and controls parts of these data fragments, which causes decisions
multiple starting points, multiple ending points, and numerous being made and management being based on limited local data. If
routines from start to finish. At the same time, the topology of enterprise networks have no superior companies, the key issues of
supply chain networks has become more dynamic. Partner enterprise networks integration are as follows:
companies join and quit the network dynamically. Snapshots of
the network change frequently.
(1) Information, material, and value chains are broken by
(2) The product lifecycle management, especially the closed- organisational boundaries. With the process of outsourcing,
loop supply chain management for product recycling and organisational boundaries break the whole system of informa-
disposal becomes a more and more important business issue. tion collection and operating and sharing chain into fragments,
Closed-loop supply chains (CLSCs) concern the integration of as well as the material management chain and value
used and obsolete products back into the supply chain as management chain. To protect business secrets and profits,
valuable resources [2,3]. CLSC is a key topic for sustainable every company along its supply chain network only has
development of the economy and environment protection. fractional data with which to make decisions.
CLSCs are different from traditional supply chains. They
embrace all the activities in the life cycle of a product—from (2) Heterogeneous system integration of different enterprises can
the design through manufacturing to the end-of-life (EOL) encounter great challenges. How to form a collaborative
treatment of a product. The EOL treatment of a product includes information system across heterogeneous infrastructures
the collection and return of the product to its manufacturing rapidly and dynamically determines whether the enterprise
origins for possible dismantling, reusing, re-manufacturing or network can succeed. Every enterprise in the network has a
recycling of the product components after its useful life. complex integrated intra-information system (IS) to support its
Therefore, unlike the traditional supply chains, where the businesses operations. Adjustment and integration of these
material flow is unidirectional towards the customer, CLSCs systems can lead to chaos.
must encompass systems and methods for the collection and (3) Partner companies have to satisfy different integrating
return flow of the used products. requirements of their partner companies. A powerful and
(3) The market policies are developed from retail and e- flexible infrastructure shall be developed to integrate member
commerce to the omni-channel marketing. Through the mobile enterprises’ information systems for business data fusion.
Internet, customers can finish product searching, comparing, (4) Business data sharing and protection in enterprise networks is
ordering and paying anywhere, at anytime and through any a serious issue. In enterprise networks, the data management
method. The space and time boundaries between enterprises process in the product data management (PDM) of an enterprise
and customers
Q. Li et al. / Computers in Industry 70 (2015) 23–45 9

is broken into different PDM systems, and data protection logic along supply chain networks.
and mechanisms are subverted. New methods shall be devel-
oped to support data sharing as well as protection. 3. Review of business and technical environments faced by
enterprise networks

The rapid development of advanced technologies such as cloud


2.3. Challenges of product lifecycle and closed-loop supply chain computing and big data, together with the emergence of new
management business models, bring new demands of enterprise collaboration
and cooperation. These demands are producing great influence on
Closed-loop supply chains (CLSCs) concern the integration of infrastructures and relative implementation strategies of enter -
used and obsolete products back into the supply chain as valuable prise information systems. Enterprise network integration needs
resources [2,3]. CLSC is a key issue for sustainable development of to solve the problem of data fragmentation and to meet customer
the economy and environment protection. The main challenges demands of whole life cycle services and Omni-channel marketing.
faced by CLSCs are listed as follows: These above environments faced by enterprise networks, as well as
relevant sensing technologies and infrastructures, are reviewed in
(1) How to collect and share information about the usage the following sections.
of products is the key issue of CLSC design, development and
operation. Because there is a huge quantity of products related 3.1. Enterprise networks
to information created and consumed by different entities in
the closed-loop, the methods and technologies considered to Based on its functions, an enterprise network combines the
represent, organise and control the information, which will related enterprises’ outputs to provide products or services to the
improve the accuracy, integrity and consistency as well as global market. Its structure is tightly or loosely coupled, and self-
reduce cost and privacy offence of the information throughout organised. Partners in the network generally operate in the
the whole loop, are very important and fundamental to the following ways: independently through market mechanisms,
successful operation of CLSCs. cooperatively through agreements or contracts, or simply through
(2) Consumer electronics products recycling is a hot topic in sell-buy activities.
CLSC research and engineering fields. Consumer electronics Enterprise networks were first defined by Mercer as networks
have a wide distribution, significantly large quantities, relatively that integrate and distribute resources within a corporation
low residual values and high treatment costs. Since the essential [59]. After that, Martin-Flatin, Simon and Jean-Pierre classified
characteristics of EOL consumer electronics are significantly enterprise networks into centralised and distributed types
unique, the communications and information storage and according to their paradigms [7]. In the past, centralised paradigms
sharing systems cannot emulate the systems developed for received great success while distributed ones suffered from data
vehicle CLSC—as this would result in unbearable costs and and process fragments. Besides, as the environment kept changing
infinitesimal utilisation ratios. Therefore, consumer electronics’ faster than ever, Thoben and Jagdev pointed out that cooperation
companies would need to develop a suitable framework to with an enterprise network would be too complex to implement a
overcome the challenge. quick response [60]. Further research work was deployed upon this
topic, most of which focused on finding a certain mechanism to
reduce the uncertainty under limited costs.
In recent decades, as shown in Fig. 2, companies with similar
2.4. Challenges of omni-channel marketing businesses have merged together, purchased semi-manufactured
goods from multiple up-stream supply chains, and supplied to
Omni-channel marketing [4] means that enterprises integrate multiple downstream supply chains. These companies have a high
all available marketing channels and sell goods to their customers competency and capacity in certain domains; therefore they can
through as many channels as possible. Omni-channel marketing serve in multiple supply chains.
assumes that customers will get information about products and
Enterprise networks have evolved from point-to-point type
make evaluations at different points and interact with producers or
supply chains to many-to-many networks, which made the system
retailers through several different channels along a complex
more complex than ever. On one hand, partners’ behaviour within
purchase process [5]. From the perspective of enterprise integra-
networks has changed from time to time, which is more difficult to
tion, the main challenges faced by omni-channel marketing are
observe or predict [8]; on the other hand, organisational
described as follows:
boundaries obstruct relevant enterprises from controlling the
entire production process across the whole supply chain.
(1) Heterogeneous data fusion of different channels is the key Recently, enterprises were recommended to apply ICT (Infor-
issue of omni-channel marketing. The diversification and mation Communication Technology) so as to achieve efficient
complexity of marketing channels diversify data sources. For communication and collaboration within enterprise networks.
each channel, there exist corresponding data sources such as Though ICT was considered essential to the integration in
mobile phones, tablets, or websites. Furthermore, types of data enterprise networks management, some researchers have argued
tend to have a semi-structured or unstructured nature, which that increased information sharing could make information
increases heterogeneity of data and makes data fusion more systems another source of instability [9–13]. Still, a consensus
difficult. was reached by most researchers that the primary task of
(2) Under omni-channel marketing, the amount of products managing the supply chains among enterprise networks should
and customers data is increasing explosively. This trend leads to the be resolving the integration of IT systems.
existence of much redundant information, which raises the
demand for data cleaning. At the same time, large amounts of 3.2. Closed-loop supply chains
data for decision-making are scattered over enterprises along
supply chain networks. To effectively utilise information, these Another recent research direction in supply chain management
data should be adequately shared with relevant enterprises is the integration of used or obsolete products back into the supply
chain. Chains that employ this method are known as closed-loop
Q. Li et al. / Computers in Industry 70 (2015) 23–45 11

26 Q. Li et al. / Computers in Industry 70 (2015) 23–45

Fig. 2. Enterprise network and multiple supply chains network.


supply chains (CLSCs) [2,3]. CLSCs are considered to be an effective Fig. 3 illustrates the corresponding relationship between a CLSC
way to recover the value of external end-of-life (EOL), returned and the different phases in a whole product life cycle.
products or components [14]. Relevant legislations and polices The central part in Fig. 3 describes the tracking-related entities
have been enacted in most regions around the world, which and activities in a CLSC, which consist of two directions: the
generally require producers (especially those original equipment forward direction and the backward one. The forward supply chain
manufacturers) to take the responsibility in environment effects shows the process of how products were produced from raw
throughout the entire product life cycle [15–17]. As a consequence, materials and delivered to customers’ hands: raw material
many enterprises have to emphasise on reuse of disposed product providers produce required materials and provide them to parts
and implement CLSCs’ activities. Though the process can be providers, who are responsible for the design and production of
difficult, therein lie potential benefits such as the “green” brand parts and transporting them to downstream OEM or producers.
effect and the facilitating of the product take-back process. After design, planning, scheduling, manufacturing, and all other
Closed-loop supply chains related topics are also gaining necessary steps, products are produced and transported to
popularity recently. Different from the traditional forward-flow distributors to be put into markets for customers to purchase.
of products to customers, CLSCs are concerned about all the However, after the products become customers’ property, several
activities from design to EOL operation in a life cycle, which orders situations may occur:
the acquisition and return flows of products to be considered.
However, the reduction of consumer, uncertainty in the quality,
quantity and timing of returned products remains to be a challenge
(1) The product may have some quality problems, and it will be
returned (the customers will find the seller or the producer on
[18,19]. Lack of control and information about the return flows was
their own initiative);
the main cause of these challenges to a great extent. Traditionally
the information flow ended after the delivery of the products to the (2) the product may need maintenance or repair after some
customers, and little information can be reflected to designers or usage (similar to the first situation); and
producers from customers [20]. (3) the product may come to the end of its life (EOL) (far from
The problem stated above is likely to be solved by using newly the first two).
developed information communication technology (ICT), especially
wireless technologies such as radio frequency identification As shown in Fig. 3, the reverse supply chain is expected to take
(RFID). With sensors embedded in products and mobile Internet, care of the three kinds of products above: returned, needed for
the information that facilitates the decision-making activities in maintenance and EOL products. It is to be observed that some
CLSCs can be traceable. components may need frequent replacement or repairmen though
Methods and technologies that have applied to represent, the whole product has a rather long life cycle. In that case, more
organise and control the information are also of great importance than one reverse supply chain could be needed for a single kind of
to the success of CLSCs, for the quantity of information throughout product.
the life cycles of products can be expected to be huge. Only with
proper accuracy, integrity and consistency can the information 3.3. Omni-channel marketing
recorded and transported be actually useful. Therefore, the
practical methods to collect and transfer data and information Omni-channel marketing [4] is a marketing model in which
among CLSCs have been a popular research topic. European experts enterprises sell goods or provide services to customers through as
have developed a framework for CLSCs for the auto industry many channels as possible. Omni-channel marketing assumes that
[21,22]. Product data management (PDM) and product lifecycle customers can get product information and make evaluations at
management (PLM) systems have been successfully implemented different points and interact with producers or retailers through
in large scale products industries, for their life cycles have been multiple channels in the purchasing process. An enterprise with
rigorously controlled and managed, and their CLSCs’ management omni-channel marketing seamlessly integrates all their retailing
has been formed from mature architectures and techniques. channels to satisfy customers’ needs [23,24].
In general, the whole product life cycle can be divided into three Kotler defined a marketing channel as the path through which
phases: the beginning of life (BOL) phase (e.g. product design and products are transferred from producer to customer [25]. Possible
product production, etc.), middle of life (MOL) phases (e.g. product marketing channels include direct-selling, physical store, website,
after-sell service, maintenance, and others) and end of life (EOL) call centre, email, or social media. Burdin [26] summarised omni-
phase (e.g. product reuse, remanufacturing, recycling and dispos - channel marketing as the final step of the evolution from single
al). The correlation between the CLSC and the product life cycle channel, multi-channel to omni-channel. In the age of single
develops more closely, especially when it comes to the EOL phase. channel marketing, an enterprise uses a single channel, which is
usually a brick-and-mortar store, to market goods to consumers.
Q. Li et al. / Computers in Industry 70 (2015) 23–45 13

Fig. 3. Closed-loop supply chain [20].

Intention Search Selection Buy Use

Payment Pickup Leave

Fig. 4. Traditional trading model.

With the development of e-commerce, multi-channel marketing call centres, are used at different stages of a purchasing process.
has displaced single channel marketing and has become a Li [4] pointed out that the information technology revolution
mainstream strategy employed by enterprises. Multi-channel provides the impetus for omni-channel marketing. The develop-
marketing means that enterprises sell goods by using several ment of information technology, especially the mobile Internet and
different channels and each complete purchase process of the Internet of Things, expands the channel of information
consumers involves only one channel. However, this strategy dissemination, which is the core activity of the purchasing process.
neglects consumers’ increasingly changing preference for channels The generation of each new technology brings a new channel for
when they are in the process of shopping [5]. With this trend, marketing, enabling customers to perform omni-channel shop -
enterprises are implementing omni-channel marketing, combin ing ping.
and integrating several channels, to meet customers’ require ments.
Different from multi-channel marketing, omni-channel marketing
makes it possible for customers to interact with enterprises
across all available channels when purchasing goods.
Omni-channel marketing is a new marketing policy to cater to
customers’ demand for omni-channel shopping. A simple but
typical example of omni-channel shopping is a behaviour known
as “showroom”, which is described as “shoppers who scope out
merchandise in stores but buy on rivals’ websites, usually at a
lower price” by Zimmerman [27]. As shown in Fig. 4, a traditional
purchasing process model includes the following activities:
producing a buying motive, searching for relevant information,
selecting retailers and products, making decisions to buy, and
receiving after-sales services [4]. In a traditional single channel or
multi-channel marketing policy, customers carry out the above
five activities through a single channel. However, customers
expect to perform the activities using different channels, thus
requiring enterprises to employ an omni-channel marketing
policy. Fig. 5 shows a scenario of omni-channel shopping,
corresponding to omni-channel marketing. To complete the
purchase, several different marketing channels, which include
the web, cell phones, tablets, social networks, physical stores, and
Fig. 5. A scenario of omni-channel marketing.

Order Continue
Web Search and pay shopping

View order
Cell Receive status
Phone e-mail

Pad View Write a


Comments review

Social Discuss
Chat Posting
network with friends

Store Check
and try

Call For more


Query
center information
15Q. Li et al. / Computers in Industry 70 (2015) 23–45

3.4. Sensing technologies [48]. NoSQL(Not only SQL) is also another mature application of big
data, which stores data in the form of “key-value pairs”, so as to
Currently, sensing technologies are making a sensing environ- fulfil the demands in simplicity of design, high rate of parallel I/O
ment for all companies and businesses. To be specific, wireless and better extendibility [49]. Other techniques like membase, and
technologies, the Internet of Things, the mobile Internet, cloud MongoDb also have been developed.
computing and big data technologies are especially popular and
widespread. 3.5. Loosely coupled infrastructure
RFID is one of those wireless techniques that are becoming basic
elements in people’s daily lives. Such techniques have been widely SOA is a new Enterprise Application Integration (EAI) infra-
researched and applied in industry practices [28,29]. They broke structure that encapsulates and releases business functions of
the physical barricades between different parts of cycles or chains, application systems in the form of services. In that case, the
and could accelerate the operating speed of enterprise networks. relationship between services users and services providers reflects
Other wireless techniques, such as Bluetooth, global positioning themselves only as a service description defined by standard
system (GPS), and wireless sensor networks (WSN) have also been document formats, and separate services interfaces from services
widely used in solving problems that occurred in supply chain themselves [50–52].
management. Based on the concepts of SOA, Web services were defined as
The techniques discussed above have been proven to be good software applications that can be described and accessed through
carriers for information of products in space dynamic states. A real- XML or standard Web protocols [61]. To combine simple Web
time view of locations and states of products can be delivered to services to create complex, sequence-driven tasks, the process
manufacturers, distributors or retailers, and production planning named “Service orchestration” involves creating logic to main the
and shop floor control progress can be improved [30–34]. RFID also communications between multiple Web services. Links are created
helped with the traceability issues within the management of between applications or workflows to multiple Web services to
reverse logistics and CLSCs processes [35]. Information stored by keep their communications continuing.
RFID can be read, collected and transferred to the information SOA can benefit from the development of cloud computing. As
centre of CLSCs for further analysis. Necessary networks shall be an internet-based computing, it shares resources, software and
designed and implemented to connect entities in different information among computers or other devices if demanded.
domains together. Moreover, newly emerging IT services could be of great help, such
Internet of Things [36] is an emerging concept that concerns as SaaS, PaaS (platform-as-a-service) and IaaS (infrastructure-as-a-
object identification, communication, collaboration and control. In service). According to Rittinghouse and Linthicum, more technol-
Internet of Things, objects, such as household appliances, will form ogies can be distinguished from clouds, such as communication as-
a network. This forming of networks is technically feasible if RFID a-service, monitoring-as-a-service, storage-as-a-service, database-
tags are planted into all objects of daily life, which will identify as-a-service, information-as-a-service, process-as-a-service,
them and manage them by computers instead of humans application-as-a-service, integration-as-a-service, security-as-a-
[28,29,36]. Actual efforts have been taken to realise Internet of service, management/governance-as-a-service, and testing-as-a-
Things using RFID technologies [37–40]. Other research on service [53,54].
standardised protocols may also help with the implementation The development of SOA and cloud computing provides us with
of Internet of Things, such as IPv6 [41], which has a vastly larger more flexible and changeable integration skills, which makes it
space than IPv4. In that case, any kinds of objects can be identified possible to form a loosely coupled infrastructure for enterprise
instantaneously. networks integration.
Being defined as wireless access to the Internet via mobile The technologies and research achievements reviewed above
devices, the mobile Internet makes it possible for users to get show the fact that a new technical and business environment is
online services anytime and anywhere [42]. According to KPCB, being formed that surrounds enterprise operations and new
about 200 million Facebook users are mobile users, which occupy demands are being generated. It is a new context for the
40% of all users, and 40% of twitter news comes from mobile integration work of enterprise networks. To meet the integration
terminals [43]. Morgan Stanley pointed out that nowadays requirements of whole life cycle management and Omni-channel
computing cycle is early innings of mobile Internet cycle, which marketing under a sensing environment, a loose-coupled platform
evolved from mainframe computing, mini computing, personal architecture and relative business collaboration mechanism shall
computing, and desktop Internet computing [44]. be developed. With this architecture and mechanism, intra-ISs of
The explosive growth of data resources brought by the companies can communicate with each other, form basic
techniques introduced above or related to them has made big collaboration networks, collect data from sensors belonging to
data the most popular issue in the world in recent years. Though partner companies in networks, and envelop relative functions as
without an authorised definition, big data can be described as “a web services to achieve collaborative operations. To resolve the
collection of data sets so large and complex that it becomes above issues in a sensing environment, a data convergence
difficult to process using on-hand database management tools or oriented enterprise network framework is proposed in this paper.
traditional data processing applications” [45]. Additionally, most At the same time, a case on enterprise network integration for
researchers agree on the three key characteristics of big data, product whole life cycle and Omni-channels data convergence is
which are also known as the 3V’s: volume, variety and velocity introduced.
[46].
Various techniques are required to make big data valuable, such
as high-speed networking, cluster compute programming, file 4. Data convergence oriented enterprise networks integration
systems, cloud computing, and data analysis techniques [47]. To framework
face the new challenges brought by big data, explorations and
research have been done. For instance, Apache began the An enterprise network is built and operated based on integrated
programme of Hadoop in 2005. By combining GFS, MapReduce ISs, which can help to link business processes and local information
and Big Table developed by Google, it is now the most popular systems one by one. Based on the understanding of business
system in classifying the keywords searched on the internet demands of enterprise networks, an integration framework or
16Q. Li et al. / Computers in Industry 70 (2015) 23–45

solution for the integration among intra ISs of member companies loosely coupled mechanisms of CAs also provide a way that can be
in a sensing environment must meet the following criteria: quickly adjusted to follow the changes of a business environment.
In order to collect and transfer data in a sensing environment,
(1) Member companies’ ISs should be accessible through Data Porters (DPs) are developed. DPs present a mechanism to
the framework. There shall include a mechanism to publish collect data from different sensors or data sources, collate original
selected functions of intra ISs as services that can be accessed data, and encapsulate and transfer data to targets. DPs realise
by a company’s partners. virtualization of heterogeneous sensors or data sources. With
(2) A certain mechanism should be built up to support the standard functions defined in DPs, different application users can
intercommunication between the framework and different control these sensors without considering their specifications.
intra ISs. Based on the integration framework, The Enterprise Network
Integrating Platform (ENI-P) between a company’s intra ISs and its
(3) The member companies’ IS services should be organised partner companies’ IS services in a sensing environment with CAs
to support the enterprise’s business processes and the processes and DPs is developed. A CA is in charge of communication between
should be accessible through the framework. outside services and intra enterprise ISs. A DP is the media of
(4) The member companies’ IS services, business processes communication between the outside environment and relative
and others applications should be well-managed and under enterprise networks. The platform also realises single logins to
monitoring. They should be dynamically enabled or disabled. intra enterprise ISs and outside ISs.
(5) Users should be free of multiple logins, which means An Enterprise Network Integration Platform (ENI-P) is devel-
the framework will automatically deal with the service oped in [6,55–57]. The SOA-based framework of ENI-P is proposed
authorisation. in Fig. 7. The platform contains nine major functions, namely
runtime environment, execution component, collaboration agents,
(6) Through the framework, the sensors or data sources should collaboration agent management, data portals, data portals
be accessed and controlled in parallel by different authorised management, user interface, business integration tools and
applications in member companies. business operation tools.
(7) The structure and operation logic of the framework shall
be simple. It shall be realised as a light-weight platform. (1) Runtime environment only contains an ESB for data
exchange and routing.
In order to satisfy the above criteria, as shown in Fig. 6, the (2) Collaboration agents (CAs) realise the concept of cross-
scheme of an enterprise networks integration framework based on
enterprises processes integration. A detailed technical discus-
collaboration agents (CAs) and data portals (DPs) is developed.
sion can be found in Refs. [6,55–57].
In Fig. 6, a segment of an enterprise network framework is
depicted. Collaboration agents (CAs) are a core component in this (3) Data portals (DPs) realise functions of collecting,
framework to realise loosely coupled inter-enterprises integration. encapsulating and transferring data from the sensing
CAs are implemented in every member enterprise. These CAs serve environment. DPs are special atom web services deployed in
as media for interconnection between intra-ISs and outside the platform.
systems. The CAs can connect applications on intra ISs and access (4) Business execution components are platform operation com-
each other via different APIs. The CAs can also complete ponents, including application execution, security control, and
encapsulation of intra ISs as web services; therefore, a network operating database for the company to store business data
connecting all intra ISs in member enterprises is structured. The temporarily.
17Q. Li et al. / Computers in Industry 70 (2015) 23–45

Fig. 6. Scheme of collaboration agent (CA) based enterprise network integration.


18Q. Li et al. / Computers in Industry 70 (2015) 23–45

User Interface Portal User Access Management Business Integration Tools


Web Editor
Collaboration Agent Management Data Portal Management
Process Modelling and
Mapping Editor
Collaboration Agents (CAs) Data Portals (DPs)
Encapsulation Editor
CA A CA C DP A DP B DP C DP M
CA B CA N
. . .
. . .

Business Operation Tools


Execution Component
Business Data Integrator
Application Execution Operating Database Security
Contracts / Licenses
Management
Runtime Environment
Enterprise Service Bus Business Logic Services

Fig. 7. Components of ENI-P.


19Q. Li et al. / Computers in Industry 70 (2015) 23–45

(5) Collaboration agent management and data portal process modelling and mapping method can be found in Refs.
management manage all CAs and DPs on the platform. They [6,55–58].
allow the platform administrator to introduce new CAs (0) The Web Editor aims to offer an IDE for a developer to build
and DPs, maintain their status and eliminate unnecessary ones. up web pages for application invocation.
Particularly, data portal management contains a global data
destination system that takes charge of data transfer between DPs As shown in Fig. 7, ENI-P presents three sets of business
and corresponding target CAs. operation tools.
(6) The platform provides a B/S-based portal as the user
interface. User access management provides role-based (1) The business data integrator includes a database
authorisations of invoking different outside services, business management system with a set of pre-defined web services.
flow and other applications. These web services present a standardised function to publish,
exchange, synchronise, access, collect, and operate data with
Business integration tools are kits for application development, partner companies for business purposes. The business data
which include an encapsulation editor, process modelling and integrator realises the functions of data matching and data
mapping editor and web editor. fusion.
(2) Contracts/licences management manages business
(1) The encapsulation editor is a tool for web service information (contracts, cooperation agreement, etc.) among
encapsulation. The editor provides an API library of various member companies of an enterprise network. It is the
invocation interfaces, which allows developers to encapsulate foundational information of services accessing.
partners’ ISs APIs into web services. (3) Business logic services are pre-defined web services for inter-
(2) The process modelling and mapping editor offers enterprise cooperation. This paper focuses on omni-channel
developers tools for process editing. The editor aims at process marketing and closed-loop product management. Therefore,
modelling at three levels, including business process modelling, enterprise network integration for omni-channel marketing and
operation logic modelling and service orchestration. The closed-loop product management are discussed as examples.
editor also provides an orchestration pattern library with
various flow patterns to ensure complex functions completion. Based on the framework of ENI-P, the operation mechanism is
The detailed set up as shown in Fig. 8. Intra-IS APIs and outside APIs are
20Q. Li et al. / Computers in Industry 70 (2015) 23–45

Fig. 8. Communication between collaboration agents.


Q. Li et al. / Computers in Industry 70 (2015) 23–45 21

Data Portal Y Data Portal X


Platform Portal Platform Portal
Platform Platform
Management Data Management
destination
Service Service Service Service Service Service
Encapsulation Orchestration Management
System
Encapsulation Orchestration Management

Atom Services S A A S A A Atom Services

Platform Data Base Platform Data Base

ESB Server ESB Server

Collaboration Agent in Company X Collaboration Agent in Company Y


Platform Portal Platform Portal
Platform Platform
Management Management
SAA SAA
Service Service Service Service Service Service
Encapsulation Orchestration Management Encapsulation Orchestration Management

Atom Services SAA SAA Atom Services


Internet___

Platform Data Base Platform Data Base

ESB Server ESB Server

Fig. 9. Architecture of collaboration agent and data portal.


22Q. Li et al. / Computers in Industry 70 (2015) 23–45

encapsulated into API services. The process service in CAs calls the (4) The service access agent (SAA) module ensures security
needed API services to complete operation logic and store of cross-domains interoperation. SAA utilises the Kerberos
necessary outside data in local operation databases. Thus, CAs technique to realise service access control and protection.
realise automatic information exchange between intra-ISs and Every service call and response shall go through a relative SAA.
outside systems. The SAA gets information about service access (service URL,
In addition to simple API access and web-service invoking, server IP, user name, password, access methods and so forth)
complex operating logics are important to complete a series of from the platform database and then realises the service call
operations and maintain the integrity of business logics. Cross- and response [6].
computing environment access is one of these operations. All the
operations could be encapsulated as web services. Based on the (5) ENI-P has two kinds of deployments: collaboration
APIs’ library of cross-computing environments, the function of a CA agents (CAs) and data portals (DPs) with relative functional
could be realised through service encapsulation of APIs, service atom services. They are of the same system structure. Both of
development and service orchestration. them include an ESB, a platform database, platform tools and
The SOA-based software structure and operation logics of ENI-P SAAs. Functional web services integrated in them are different.
are shown in Fig. 9. The features of every node on the platform are CAs focus on communication and integrating logic between
detailed as follows: intra ISs and partner companies’ ISs. DPs focus on data
collection from a sensing environment and transfer collected
data to target companies. Because DPs are not connected to
(1) Every partner node (including CAs deployed in outside CAs directly, in order to realise data routing, DPs will
member companies of an enterprise network and DPs deployed access a global Data Destination System to get information
at data collecting points) has a seven-layer architecture, about the target of data and transfer relative data to the
enterprise service bus (ESB) server, platform database, atom target.
services, platform applications, platform management and
platform portal.
A detailed discussion on CAs and DPs will be presented in
(2) Atom services are deployed on local ESBs and registered in Sections 5 and 6.
the platform database.
(3) Four types of platform applications are contained on ENI- 5. Collaboration agent (CA)
P, namely service management, service encapsulation, service
orchestration, and service access agent. Service management The Collaboration agent (CA) is the key component of ENI-P. CAs
takes charge of services registration and service information are media for connection, intercommunication and interoperation
access. Service encapsulation provides wizards for web service between intra-ISs and partners’ ISs. Intra-enterprise ISs will get
encapsulation. Service orchestration provides graphical inter- and share data and functions with their partners’ ISs through their
faces for business process orchestration and alignment CAs. At the same time, the CA deployed in one company will
between process and relative atom services. communicate with CAs deployed in its partner companies so as to
form combined ISs networks. CAs will also converge data from
Q. Li et al. / Computers in Industry 70 (2015) 23–45 23

their related data portals for sensor data sharing among ISs company.
networks. Generally, in every company there is only one CA for
enterprise network integration. A giant conglomerate with (3) Module_O: Module_O is the output port of SAA. It can output
independent subsidiaries can also implement a typical tree style the response of services that are deployed in this SAA’s
CA architecture for group management of data exchange. Two company.
major techniques are included in a CA: service encapsulation of API (4) service_A1 service_An: They are atom or process web services
. . .

(application programming interface), and service orchestration of deployed in company A.


CA. Supporting technologies such as service access control and data (5) service_B1 service_Bm: They are atom web services
. . .

transferring methods are also essential for CAs [6]. deployed in company B.
An application programming interface is a set of predefined
programming instructions and standards to provide interfaces for
software interaction. APIs in collaboration agents, stored in the Moreover, as shown in Fig. 10, SAAs in CAs and DPs are different.
platform API library, present interfaces to access applications in SAAs in CAs can communicate with each other directly. Because of
intra-ISs and intra-DPs, and to communicate with partners’ CAs. In the cooperative relationship between the two partner companies,
a CA, there are three kinds of APIs: the cooperative relationship is stored in the CAs’ local platform
database. It is not necessary to install a global service access
(1) Intra-IS APIs. To interoperate with intra-ISs, intra-IS APIs management system. Based on point-to-point connection, CAs link
are needed. The main vendors of different Intra-ISs provide partner companies to an enterprise network. SAAs in DPs involve a
these APIs for systems integration. global data destination system. DPs get the identification of data
collected from the sensing environment and request the address of
(2) CAs’ public APIs. These APIs realise communication and the data transfer destination from the data destination system.
service accessing between CAs that are located in related but
Suppose that service_Ak is going to invoke service_Bl (actually,
different companies.
service_Bl can also invoke service_A k); service_Ak should initiate
(3) DPs’ APIs. These APIs realise communication between CAs the request to SAA_A with the authentication information of
and related DPs. service_Bl. After receiving this message, SAA_A will search for the
registered information of service_Bl in its database and forward the
According to the concept of SOA, service encapsulation of the message to service_Bl’s SAA, SAA_B. SAA_B then takes charge of the
defined API is the next process, which aims to encapsulate APIs into process and checks whether service_A k is authorised to invoke
web services. Two steps are involved in service encapsulation of service_Bl. If service_Ak is, then SAA_B would approve the invoking
APIs: local function Java code development and function code of service_B l and complete the operation afterwards.
encapsulation. The Java code should follow the Java Native However, if service_B l is an atom service encapsulated from a
Interface (JNI) standard and realise request-response communica- data portal, more processes are involved. After SAA_B approves the
tion with the API on the user side. The encapsulation module invoking of service_Bl, the SAA of the related DP (named as SAA_ B l)
supports function code encapsulation by providing guides for will take over the process and access the data destination system to
parameters and functional Java code settings. With a template get the address of Service_ A k. Thus, SAA_ Bl could communicate
defined in Ref. [6], the module will automatically generate a web with SAA_ A and complete the above data transfer operation.
service Java code.
As described above, all multi-domains interoperation of
As enterprise applications are complex and diversiform, several web services in the ENI-P architecture pass through the SAA.
web services need to be organised to complete the communication Any service_A k should invoke outside services through
goals of CAs. In ENI-P, developers can realise this function with the SAA_A. Similarly, any service_B l could only accept a request
help of a BPEL-based service orchestration module. This module forwarded by SAA_B. Under this architecture design, the
offers a graphic user interface (GUI) to developers to draw the web security problems of the interoperation between web services
service process (operation model) or map from service process from different domains transform into that of interoperation
models and form a complete operation process in the collaboration between different SAAs.
agent. Then the CA is able to complete the communication and
interoperation between intra-ISs and outside CAs.
6. Data portal (DP)
A detailed discussion on API encapsulation, service orchestration
and deployment can be found in Refs. [6,55–57]. An ENI-P basically requires a medium to play the role of
In order to assure security of information interaction, the gathering information from heterogeneous data sources in sensing
identity authentication, service access control and service data environments. A data portal (DP) is qualified to fulfil such a
protection are essential functions of ENI-P. Service access agents requirement. A DP is capable of identifying and standardising data
(SAAs) is a key technology to realise secure service access. The collected from different data sources such as RFID readers, tablets,
structure and mechanism of the SAA is shown in Fig. 10. websites, or mobile phones and related information encapsulation,
Two companies A and B’s intercommunication is used to and it is now well developed. However, to gather the data collected
present how SAA works. As shown in Fig. 10, the SAA of each by a data portal remains a problem. The current idea mainly
company is composed of Module_I and Module_O, and connects to focuses on building a particular network for the communication
each other and a related intra-web service. The detailed descrip - between portals and the central database that has an apparent
tion of the structure of the SAA is as follows: weakness in cost, efficiency and flexibility. Considering those
problems, a data portal based ENI-P should have three special
(1) SAA_A, SAA_B: the SAAs are deployed in both company A features, which are necessary to realise a practical framework:
and B. They are in charge of all the atom and process web
services existing in each company. That means any request or (1) The architecture of the system should be loosely coupled. It is
response of service invocation will pass through the corre - not surprising that large amounts of data portals are widely
sponding SAA. dispersed. It is quite normal that some of them may be invalid
(2) Module_I: Module_I is the input port of SAA. It can input or out of work sometimes. If the network is tightly coupled, one
and transfer the requests to services that are deployed in this SAA’s node failure may cause the failure of other related portals or
even extend to the failure of the whole system. To avoid this,
24Q. Li et al. / Computers in Industry 70 (2015) 23–45

data portals should be independent of one another and the network should offer a loosely coupled architecture.
Q. Li et al. / Computers in
Industry 70 (2015) 23–45 25
service_A service_A
26Q. Li et al. / Computers in Industry 70 (2015) 23–45

SAA_
A
Module_O <<call>> Module_I <<call>>

transferData_O Security_O Security_I transferData_I


<<call>> <<call>>

<<call>> <<call>> <<call>> <<call>>

callDataBase callDataBase

SAA for DP
DataDistinationSystem
<<call>>
<<call>> DBMS
SAA_ service_B
Module_I
transferData_I
<<call>> <<call>>
callDataBase
<<call>>
<<call>> Security_I
<<call>> Module_O
Security_O <<call>>
callDataBaseservice_B <<call>> <<call>>
transferData_O
<<call>> <<call>>
Q. Li et al. / Computers in Industry 70 (2015) 23–45 27

Fig. 10. Service access through SAA.


28Q. Li et al. / Computers in Industry 70 (2015) 23–45

(2) There is no need to maintain a particular real time Generally speaking, a loosely coupled architecture with the
communication channel because data is not gathered and temporary secure communication mechanism should be the best
transmitted continually all the time. The optimal way is to solution for data gathering in an ENI-P. As a result, it is able to
build a temporary channel that is based on the Internet to provide all the necessary characteristics to build a data portal
reduce cost and enhance efficiency. based an ENI-P.
First, DPs could be encapsulated into atom web services
(3) Data transmission should be well protected. A following a standard interface. As a web service is supposed to offer
particular network apparently ensures data security while, on a loosely coupled invoking system, which means different web
the other hand, costs significantly more than an internet- services are called independently and would not affect other web
based approach. The latter may give a more economical services, data portals are therefore independent of one another.
solution but security problems need to be addressed.
Q. Li et al. / Computers in Industry 70 (2015) 23–45 29

Fig. 11. Deployment of data portals.


30Q. Li et al. / Computers in Industry 70 (2015) 23–45

With all data portals encapsulated into web services, an data and transfer it to a standard format. Third, collected data is
orchestrating process may then be developed to collect data encapsulated so that it can be transferred by a standard web
according to the user’s requirements. Considering that the service service. Fourth, in order to send the data to the right target, the SAA
developed by orchestration can be orchestrated as an atom web in the DP will access the Data Destination System and get the data
service by another orchestrating process, an ENI-P could adopt a routing information. Lastly, the SAA in the DP will connect to the
multi-level hierarchy, which means at different levels, different SAA in the target CA and send the data out.
regions of data portals are covered and managed. By controlling In Fig. 12, sensors and data resources are initial information
web service access and protecting transmission channels, an ENI-P sources that provide product information to the system. A DP
is therefore well established. contains several sensors or data sources so that all the information
The DP based information service system is a typical tree style collected in the same DP is considered to be in the same location. In
or star style distributed system as shown in Fig. 11. At the bottom order to connect collected product information with a specific
level are data portals connecting to a CA that could also be a leaf of location, basic information of sensors should be registered on a
another CA. Each data portal connects with several different company’s DP management database.
sensors and data sources for data identification, standardisation Raw data collected by sensors or data sources is supposed to go
and encapsulation. through a series of selections and processes to ensure its content and
The scheme of DPs is illustrated in Fig. 12. DPs collect data from format are under a certain criterion. The standardised information is
different sensors or channels. Then, the DPs identify the collected stored in the data buffer and then transferred to the target IS for
31Q. Li et al. / Computers in Industry 70 (2015) 23–45

Fig. 12. Scheme of data portal and data encapsulation.


32Q. Li et al. / Computers in Industry 70 (2015) 23–45
Raw information

Sensors or data Information


sources sensing

Address book Data selection


Selection Criteria
criteria

Address Standardized information

Information
database
Get Target
Address Address Information package

Data upload Target

Fig. 13. Data flow diagram of operations in DP.

Table 1
Description of DP services.

Data Destination
Index Name Task Operation
System
1 Data_Get Select information collected by sensor under certain criteria and Every time sensors of data sources collect new information, this
put it into an information database in standard format service is automatically invoked
2 Data_Select Select required product information according to the criterion Invoked after Data_Get to automatically select target
and store it into the information database information
3 Data_Address Get data transferring target node’s address based on the Invoked after Data_Select to get data transferring target’s
identification of data address
4 Data_Upload Export information in the database in a file for upload and then Invoked to transfer data to the target
transmit the information file to the specified node
33Q. Li et al. / Computers in Industry 70 (2015) 23–45
further operation if required. All these operations are encapsulated are registered in the platform database and are under the control of
into web services and deployed on the application server of the DP. the platform mechanism. The detailed operating logic is shown in
The information flow is illustrated in Fig. 13. Table 2.
Functionally, a DP has three major functions: one is selecting In addition to web services, DPs also need a database to hold
information under certain criteria and storing it into the related information. Storing content consists of three major
information database under a standard format; the second one segments, namely a selection criterion library, an information
is to get the target address from the data destination system; the database and an address database. The former aims to hold
third one is to upload this information from the information information selection criteria. The second is established to store
database to the right target. Therefore, four atom web services are useful information collected from data sources and owns
involved in a DP as listed in Table 1. attributes shown in Fig. 12. The third is the target address for
The first atom service completes information selection from the relative data.
sensing environment to the information database. The latter three To be more specific, all the operations stated above are not
atom services realise a data upload process, that is, a process that complicated because they are simple web services developed in
could be invoked locally or by target nodes. All four atom services Java. The required runtime environment components include a
34Q. Li et al. / Computers in Industry 70 (2015) 23–45

Table 2
Operating logic of DP services.
Data_Select Data_Upload
Information
File

public Boolean Data_Select( Sensor record) public Boolean Data_Upload(sub node location)
{
Search for the native gathering-rule reperto ry ; int i = 1, j = 1;
If (the record dissatisfy the rules){ { Start Data_Export service;
Abnegate the record; while (Data_Export end unsuccessfully) {
Return false; i++;
Restart the Data_Export;
Else{ If (i > 3) return false;
Parse the record into normal format; }
Write the record into native database; Start Data_Transmission service;
Return true; while (Data_ Transmission end unsuccessfully) {
} j++;
} Restart the Data_ Transmission;
If (j > 3) return false;
}
Return true;
}
Q. Li et al. / Computers in Industry 70 (2015) 23–45 35
Functions Table 3
Candidate list of core sets.
Core sets Candidate list
Views Data Product, batch, order, supplier, customer, supplier product,
customer product, transaction, sensor, sensor info
Data Process Service Data synchronisation
Process Transaction process, data query request, data query response

product information in different ISs construct a bridge that links


other domains’ data, such as product, schedule, cost or quality
management data in different intra-ISs. As shown in Fig. 15, the
supplier’s product management is based on the product batch and
the customer’s product management is based on every individual
product; based on the design, all situations can be covered with
suitable flexibility. In the model, the data-sharing requirement to
direct partners is strengthened.
In this paper, the topic of how to strengthen products’ closed-
loop supply chain management and omni-channel marketing
Domains management across enterprise borders is selected as an example to
illustrate the principle of ENI-P. The following will discuss the
data-processing method.
The basic framework of the enterprise network integration is
Fig. 14. Data fusion mechanism of ENI-P. based on the development strategy of horizontal integration, in
which product lifecycle and omni-channel management informa-
tion sharing is improved. Instead of global information releasing,
light-weighted application server (e.g. tomcat) and fundamental
which is not accepted by the integration model for business secrets
database (e.g. Microsoft Access, MySQL, etc.). This simple structure
protection, every enterprise shares or publishes its products with
could be installed in a common device like a PC due to its low
relative marketing information to its direct suppliers or customers.
performance requirement, which would not bring any extra load to
the terminal owner and hence is cost effective. If every company can get their direct suppliers’ products and
marking information as well as publish products and marketing
7. Data organisation and fusion monitoring information for their partners, the product lifecycle
management and omni-marketing management relationship net-
In order to realise data convergence between intra-ISs of works covering of the entire enterprise network will be
member companies and outside partners’ ISs, as shown in Fig. 14, established, although no one may really know the whole picture.
an ENI-P’s data fusion mechanism includes three dimensions: If one company requests products’ performance information from
its indirect customers, it will forward the request and relative
information to the direct downstream companies. Then the
(1) Domains. In organisation, there are lots of different downstream companies will take over the subsequent data
management processes and activities to meet business request process, and forward the request to the target customers.
requirements, including quality management, collaborative At the same time, the downstream companies will forward the
design management, cooperative manufacturing information to the upstream companies to share relative data.
management, financial management, logistic management, Considering the most common scenario, the following rules are
maintenance management and so forth. When cooperating presented to ensure the operation of the technique.
with business partners, enterprises should consider the data
fusion method for each business logic and computing process
respectively, thus leading to different cooperation
(1) Every company only collects and operates its direct
processes. In this paper, closed-loop product management suppliers’ and customers’ information.
and omni-channel marketing management will be discussed in (2) Every company can only see original product information of
detail as an example of ENI-P’s implementation. its direct partner companies.
(2) Views. In the process of data fusion for enterprise network (3) For each predefined cooperation target, such as quality
integration, business process and data fragmentation is the key management, if a supplier does not present enough product
issue. Therefore process and data are two important perspec - information to its direct customers in the network, the system
tives that should be considered. will present a notice to its downstream companies that
(3) Functions. For data fusion in every domain, multiple necessary information for management is not complete and
functions will be required in an ENI-P, and the minimal set of tell which supplier is causing the problem. The downstream
functions for inter-enterprise integration is classified as the enterprise will contact the enterprise and ask it to join the
core functions. These functions form the basic capabilities of information sharing system or to submit the related informa-
an ENI-P. Other functions that are extended from the core tion.
functions are defined as extended functions. (4) If one supplier has a vital problem that has an important
influence on downstream companies, for example, it is located
in an area with high quality risks, companies whose logistics
As shown in Table 3, to achieve data fusion for enterprise chain includes the company will be alerted one by one.
integration in a sensing environment, core sets of data, services and (5) If the supplier information is taken as a trade secret by an
processes should be arranged, developed and shared. enterprise, the enterprise can keep the secret. Then, its
Fig. 15 is the core data model of an ENI-P. This model focuses on downstream enterprises will get the notification that the
product-related data sharing and transferring. The links between information is signed as secret.
36Q. Li et al. / Computers in Industry 70 (2015) 23–45

Supplier_Product

Supplier Supplier_Product_Index PK Suppli er_No_in (FK)

PK Supplier_No_in PK Supplier_No_in (FK) PK Supplier_Product_Index_No_in (FK)

PK Supplier_Product_Batch_No_in (FK)
Supplier_No_out PK Supplier_Product_Index_No_in

Supplier_Name Supplier_Product_Index_No_out PK Supplier_Product_No_in

Supplier_Product_Name Supplier_Product_No_out

Supplier_Sensor_Index_No_in

Supplier_Transaction
Supplier_Product_Batch
PK Supplier_Trans action_No_in
PK Supplier_No_in (FK)
PK Supplier_No_in (FK)

PK Supplier_Product_Index_No_in (FK)
Supplier_Order PK Supplier_Product_Index_No_in (FK)

PK Supplier_Order_No_in (FK) PK Supplier_Product_Batch_No_in


PK Supplier_Order_No_in
Supplier_Product_batch_No_out
PK Supplier_No_in (FK) PK Supplier_Product_Batch_No_in (FK)

Supplier_Order_No_out Supplier_Transaction_No_out Intra_Part_Table

PK Supplier_Product_No_in (FK)
Supplier_Sensor_Index
PK Intra_Product_No_in (FK)

PK Supplier_Sensor_Index_No_in

Supplier_Sensor_Name

Supplier_Sensor_Type Intra_Product_Index Customer_Transaction

PK Intra_Product_Index_No_in PK Customer_Transaction_No_in

PK Customer_No_in (FK)
Intra_Product_Name
Intra_Product
PK Product_Index_No_in (FK)
PK In tr a Produ ct No in
Intra_Product_Batch
Intra Product Bom PK Intra_Product_Batch_No_in (FK)
PK Intra_Product_Index_No_in (FK)
Intra Product No out PK Customer_Order_No_in (FK)
PK Intra_Product_Batch_No_in
Intra_Product_Index_No_in Customer_Transaction_No_out
Intra_Product_batch_No_out

Intra_Product_Batch_No_in Intra_Sensor_Index_No_in

Intra_Sensor_Index_No_in Intra_Sensor_Index
Customer_Order
PK I n t r a S en s o r I nd e x N o i n

PK Customer_Order_No_in
Intra Sensor Name

PK Customer_No_in (FK)
Intra_Sensor_Type
Customer
Customer_Order_No_out
PK Customer_No_in

Customer No out Customer_Sensor _Info

Customer Name PK Cu sto me r_S en so r_ Inf o_No

PK Customer_No_in (FK)

PK CustomerOrderNoin (FK)
Q. Li et al. / Computers in Industry 70 (2015) 23–45 37
The supply chain or logistics system is essentially horizontally management architecture has the ability to be continuously
integrated, and the relationships among different companies are developed.
dynamic. Based on the released product information, especially the The key concepts of the system are to limitedly release
core data defined in Fig. 15, the entire product and marketing suppliers’ product information, to form a product relationship
38Q. Li et al. / Computers in Industry 70 (2015) 23–45

network, to analyse the network based on an information YT faces two main challenges:
platform, and to extend management architecture with enough
information. (1) The sustainable development of information technology
enriches the channels through which customers interact with
the company. Customers tend to be omni-channel shoppers,
8. Case studies which means that customers complete a single purchase
through different channels including physical stores, websites
The authors developed the ENI-P framework for enterprise and so forth. Integrating all the marketing channels including
network integration in a sensing environment. The platform is online and offline channels, labelled as “omni-channel
used to integrate the upstream and downstream enterprise marketing”, is a critical means for company YT to accommodate
information systems in supply chains for ordinary usage, such omni-channel shoppers. The integration of heterogeneous data
as ERP integration, E-business platform integration, trade data generated at different stages of the purchasing process is the
integration and so forth. The platform can also be used to integrate key to success in omni-channel marketing.
heterogeneous data from multi-sources in a sensing environment.
On one hand, the framework can be used to realise data integration (2) CLSC is a key issue for cost reduction and environment
for whole product lifecycle management; on the other hand, the protection of company YT. The production of the filter in the air
omni-channel marketing management can also be highly realised purifier is the core competence of company YT. CLSC can be
by integrating data generated from every marketing channel with recognised as an effective way to recover the value of external
the platform. In the authors’ research, a platform for the enterprise end-of-life filters and returned products as much as possible.
network integration of an Air Purifier supply chain under sensing Sensing technologies give company YT an unprecedented
environments is designed and implemented to test all technologies opportunity to recycle the filter by monitoring for its usage,
developed in the paper. providing a filter replacement service when needed. Thus,
integrating information from every customer and realising the
Company YT is an air purifier provider in China. An air purifier
whole product lifecycle management is a key challenge for
consists of a filter, plastic parts and several different electronic
company YT.
components. Company YT purchases air purifier components from
different suppliers and sells air purifiers to different downstream (3) Since the network shown in Fig. 16 is so complex, it is currently
companies or directly to end customers via physical stores or difficult to implement platforms to cover the entire network. To
electric commerce. Company YT has seven main kinds of suppliers verify technologies developed in the paper and solve omni-
classified by the type of their products, which include controllers, channel marketing management and whole product lifecycle
communication components, power supplies, motors, blades, management issues faced by Company YT, an industrial
plastic parts, and components of the filter. There are multiple experimental system is deployed in Company YT and the
suppliers for every part. For the complexity and long manufacturing typical parts of its partner companies and customers. Cases
process of an air purifier, these seven types of suppliers also have about omni-channel marketing management and lifecycle
their upstream suppliers, which provide electrical compo nents. product management are detailed in Sections 8.1 and 8.2.
Company YT sells its product to end users via several different
channels, including its own physical stores and online store, B2C
online trading platforms such as Tmall.com and JD.com, mass-
8.1. Omni-channel marketing management
market retailers such as Carrefour and Wal-Mart, air condition
companies, construction companies and some other business Currently, online businesses are booming. More and more
customers. As a result, company YT has a complex supply chain product providers have chosen to set up online shops, which have
network in its upstream relationships and several downstream largely enriched their marketing channels. Realising the trend of
business partners, as shown in Fig. 16. The supply chain network is ever-increasing omni-channel shoppers, Company YT is about to
a typical enterprise network. integrate public e-business services, its own online business
On the other hand, the explosive growth of sensing and mobile platform and all its physical channels. In fact, many companies of
Internet technology has made company YT under a sensing the same size as Company YT are selling their products through
environment where the company can obtain an amount of data multi-channels, and this also compels Company YT to compete
from heterogeneous data sources. Due to this condition, company
39Q. Li et al. / Computers in Industry 70 (2015) 23–45

Third-part B2C Amazon.cn

Tmall.com

JD.com

Online self-shop

Stores
Company YT
Supermarkets

Air condition companies


Customers
Construction companies

Fig. 16. Supply chain network around Company YT.


Fig. 17. Marketing channels of Company YT.
40Q. Li et al. / Computers in Industry 70 (2015) 23–45

with them in this field. As shown in Fig. 17, Company YT has mainly One typical model of omni-channels marketing management
four types of marketing channels: B2C, including an online self- concentrates on integrating online e-commerce and offline
shop and third-part B2C platform such as Tmall.com , Amazon.cn, physical stores and aims at delivering goods to customers from
and JD.com ; Retail, which includes a self-supported shop and the nearest physical stores or warehouses. Traditionally, Company
shops in supermarkets like Wal-Mart; Wholesale and B2B, YT gets orders from trading platforms and delivers goods from one
including downstream business customers such as air condition of its warehouses. In contrast to this, as shown in Fig. 18, Company
companies and construction companies. These channels provide YT with omni-channels marketing management collects orders
customers a variety of ways to interact with Company YT, from all its online sales channels, inquiries location and distance
including online shops, industry estimation websites, relevant information from Google Maps, acquires inventory information
forums, and search engines, and are labelled as omni-channel from its offline business partners, and selects the nearest offline
marketing. One of the most typical examples of omni-channel stores or warehouses to deliver goods for each order. For example,
marketing of Company YT is known as the “showroom”, which a customer in City B-H purchases an air purifier on TMall.com, and
means customers test the products in an offline shop and place the nearest warehouse of Company YT is in City B-F, two hundred
orders online via websites, QR codes, cell phones, tablets, and so kilometres away from City B-H. Through enquiry, Company YT
forth. finds that one of its business partners, Wal-Mart, is just two
Since this kind of business involves both online and offline kilometres away from the destination of this order, so a delivery
activities, it has brought more logistical pressure. For example, task for this order is send to Wal-Mart. Furthermore, several
buyers expect to receive their goods with no delay after they analyses can be done based on data collected by Company YT. By
clicking the “complete job” button on Tmall. To satisfy the summarising the sales distribution of its product, Company YT can
requirement of ever-increasing omni-channel shoppers, Company make precise deliveries from warehouses to physical stores before
YT expects to implement omni-channels marketing management. the products are sold.
Q. Li et al. / Computers in Industry 70 (2015) 23–45 41

Fig. 18. A general view of Company YT’s omni-channel marketing management business model.
42Q. Li et al. / Computers in Industry 70 (2015) 23–45

However, Company YT is currently faced with the following synchronise inventory information in Company YT’s intra system
problems when implementing the omni-channel marketing when Taobao updates its inventory after new orders are placed.
management: CP3 is used to synchronise inventory information between
Company YT’s intra system and JD.com.
(1) The sales staffs are not able to update the type and quantity CP4 is used to collaborate with Google Maps when location
of finished products in real time due to the unavailability of parameters are updated. With the help of Google Map’s API, the
automatic information upload. It is now done by human power. distance or travel time between any two points in a location set
(2) When an order comes from one online channel, such will be calculated as input parameters of the algorithm.
as Tmall.com ®, the status of the inventory cannot be synchro- CP5 is supposed to enquire inventory information of the
nised among all the other marketing channels. selected physical stores. If the selected stores have no inventory,
the next nearest stores are selected.
(3) The intra system cannot integrate order information CP6 occurs between Company YT and the selected physical
from every channel for further analysis and provide support for store. It is used to inform the store to deliver the goods.
the decision-making of goods distribution. CP7 and CP8 are used to synchronise the delivery status among
(4) When a sales staff logs on to any online platform, the intra Taobao.com , Company YT, and the physical store.
enterprise systems are actually connected to the Internet, With these CPs, Company YT’s sell system can be informed, can
which results in potential risks in information security. deliver goods when a consumer places an order on Taobao, update
inventory information in real time, and share updated inventory
Typical heterogeneous systems integration solutions, such as information with JD.com. In such a situation, an ENI-P could
SOA with web service, cannot meet Company YT’s specific complete these tasks through CPs automatically and seamlessly
requirements for omni-channel marketing management due to instead of handling them by manpower, which has the possibility
the following reasons: of causing more errors and creating less security.
Each CP is realised by a CA in this integration system. The
agency mechanism in ENI-P checks every access and ensures that
(1) Introducing every online platform partner’s e- service invocation is legal when it is used to connect the systems.
commerce system would break the unity of Company YT’s With the framework above, there is clearly a feasible method of
own intra system, probably resulting in an isolated system since inventory synchronisation. The sharing of inventory data in
the intra system is specially designed for Company YT and the Taobao.com® with Company YT could be realised by three steps,
company is accustomed to its operating system, Company YT namely inventory extraction, inventory standardisation and
expects to retain all current business processes and operating inventory importation, as shown in Fig. 20. Other CPs are similar.
behaviours. E-commerce platforms are only used as a source of Corresponding web services are developed and named as
data and a release of media- and business-related information. Taobao_Inventory_Extract, Inventory_Standardisation, and Inven-
(2) Each platform partner also has its standard business tory_Importation. Taobao_Inventory_Extract extracts inventory
processes. It will not adjust the processes to meet data from the Taobao.com ® cloud and puts them into the input
Company YT’s requirements. Traditional process analysis and layer of a temporary database. Inventory_Standardisation trans-
process inter-operating methods are therefore no longer lates the data from an input layer into the format that the intra
applicable. system adopts and puts the result into the output layer of the
Temporary database. Inventory_Importation will finally import the
In order to solve the problem of integrating multiple marketing standardised data into the intra system.
channels, it is necessary for Company YT to complete cross- Taobao_Inventory_Extract is an API service. It is encapsulated
computing environments processes modelling, analysis and into a web service by choosing an API from the API library. This
design. Meanwhile, an integration platform is needed to manage service is a dedicated interface for Taobao.com® and is the key of
omni-channel marketing. Omni-channel inventory synchronisa-
the whole process. Inventory_Importation is similar to Taobao_In-
tion and logistical coordination would be realised.
ventory_Extract and is the API with the intra system. Inventor -
In this case, Taobao.com®, JD.com®, and several physical stores y_Standardisation is an ordinary web service and could be used in
are selected to illustrate how to achieve omni-channel marketing many similar processes. It is an encapsulated by the ENI-P
management. Integrating solutions for other e-business platforms encapsulation module.
using ENI-P would follow a similar process. Taobao.com® and After these web services are registered in the ENI-P, they could
JD.com® are the biggest and most famous e-business platforms in be orchestrated into a new web service, named Taobao_Inventor-
China. Most companies with online business choose these two as y_Synchronisation. This process is generated with a mapping
their e-business platforms. The selling services on both Taobao.com mechanism by the service orchestration module in the ENI-P. It
and JD.com such as product catalogue creation, customer online could be deployed on the CA as a web service and could provide a
ordering, order management, and customer and supplier estimation, user interface for invocation [6,55–57].
are well-designed. With the expanding of the e-business industry, Similar to the Taobao Inventory Synchronisation process, the
Taobao.com and JD.com have been developing quickly. data could be sent from Company YT’s intra system to JD.com. By
Assuming that an order is placed on Taobao.com, two issues are developing platform services, the inventory synchronisation of
considered under omni-channel marketing management. First, Company YT’s multi-channels is realised.
Company YT needs to assign a delivery task of this order to the
nearest physical store; on the other hand, Company YT needs to
8.2. Whole product lifecycle management
synchronise the inventory data among Taobao.com, JD.com, and its
intra system. As shown in Fig. 19 there are eight collaboration points Due to increasing awareness of deteriorating air quality in China,
(CPs) [55–57] in the omni-channel marketing management process. demand for air purifiers has risen sharply recent years. This trend
CP1 is used to inform Company YT’s sell system when new provides opportunities for Company YT to grow stronger and larger.
orders come from the Taobao.com platform. If a customer makes For Company YT, the efficiency of the CLSC of its filter, which is a
an order through the Taobao.com ® cloud service, the order could be critical part of product, has a direct effect on the company’s core
an input of the ordering process of Company YT’s intra system. competitiveness. In fact, establishing an effective CLSC of its filters is
CP2 is key for inventory synchronisation. It is used to key for successfully achieving cost reduction and environment
Q. Li et al. / Computers in Industry 70 (2015) 23–45 43

protection of Company YT. However, one key challenge during the


44Q. Li et al. / Computers in Industry 70 (2015) 23–45

Receive
Ready order Ready for
for new inventory
order updating
1 Input order JD.com
Receive new
Update
order
Company inventory

confirmed YT
Taobao.com Update
inventory 3 Order
Update close
2
inventory
Ready
for
delivery Destination
Location
change
Receive query
Deliver Update
4 location
parameters
Confirmed
Customer Nearest
store
gets product
finded
Store X
Lookup
inventory
Inquire 5
inventory

Information
acquired

Receive query

Google Push inventory


Confirmed Has data
Map No
Inventory Inventory

Resolve
location Search for Inform Receive
6
another store delivery task delivery task

Parameters
acquired Product Product Confirmed
7 ready ready

Resolve
location Update
inventory

Ready for
delivery
Deliver 8

Deliver
Customer
gets product
Goods
received

Fig. 19. Business process model of omni-channel marketing management.


45Q. Li et al. / Computers in Industry 70 (2015) 23–45

operation of the CLSC is that the information flow almost breaks A new recycling strategy is proposed for Company YT,
down after products are delivered to customers. The uncertainty of considering the unique characteristic of the filters’ life cycle. As
the quantity, quality and timing of products in the CLSC is caused by shown in Fig. 21, during the process of CLSC’s operation, the whole
the unavailability of information and by the lack of control in the machine and filter follow different life cycles. The whole machine
returning supply chain. extends its life span via maintenance, while the filters are recycled
When considering the traditional forward supply chain of the and reused for the manufacturing of new products. Generally
air purifier, an intuitive solution to acquire information of products speaking, the filter of an air purifier expires before the whole
is to set up an RFID network to collect data. However, once an air machine does. Customers, thus, can continue to use an air purifier
purifier is delivered to customers, its area of operation is expanded by replacing the expired filter. This characteristic of the lifecycle
to the extent that the amount of RFID readers are needed to makes it possible for Company YT to collect data about a filter
identify RFID tags, which is not cost-effective. when it is used and recycle the expired filter when customers
46Q. Li et al. / Computers in Industry 70 (2015) 23–45

Taobao_Inventory_Synchronisation
Taobao cloud data
Taobao_Inventory_Extract
Extract Inventory Inventory List
from Taobao Inventory_Extract
Data request

Temporary database
Standardized
Inventory_Standardisation
Standardize data into Input layer
Inventory data Standardisation
required format Initial Output layer
Inventory data

Inventory_Import
Import Inventory Import YT enterprise system
into intra system Import request database

Fig. 20. Inventory synchronisation process.

Fig. 21. Product lifecycle management of Company YT.

(3) Make a plan and set up an infrastructure for EOL based on


replace it with a new one. Therefore, the proposed strategy the information of product distribution and flow. Measures
integrates the sell and recycling processes of filters, which means include
Company YT provides the timely replacement service of filters to
but are not limited to replacing expired filters with new ones
achieve sales and recycling simultaneously. A small geographic
and establishing a recycling network.
region—State B is selected as a pilot region to verify this strategy. In
order to implement the recycling strategy at high efficiency, (0) Making recommendations for filter replacement to
Company YT has to complete some tasks as follows: customers whose filters have expired and providing replacement
services for them.
(1) Monitor the status of every filter, including type, location
and the expected expiration time and summarise the To effectively acquire and process the required information, an
distributing status. RFID network is used in the forward supply chain where products
are limited to areas under the control of Company YT; sensors in
(2) Monitor the flow of its products. Since different cities the air purifier are used as a tool to detect the operation status of
embody different economic environments, new products are filters in the reverse supply chain. In the reverse supply chain,
more likely to be offered in city B-H, which is relatively customers can use cell phones or tables to get data collected by
more developed in comparison to city B-F. However, these sensors via Bluetooth and transmit them to data portals via a
products may go into the second hand market and finally flow wireless network. The framework of the ENI-Platform is shown in
into city B-F, which results in the phenomenon that the Fig. 22. The components involved are as follows:
actual distribution of Company YT’s products is usually
inconsistent with the sales distribution of the whole machine.
Regarding this fact, it is apparently not advisable to build up
(1) A Passive RFID Tag is selected due to the simplicity
of product tracking. It is small-sized and contains its own ID,
recycling facilities and teams according to sales distribution.
product type and configuration parameters like production
Therefore, the knowledge of product flow becomes a
data and expected expiration date. It is supposed to be
necessity.
detected by an RFID reader automatically when it goes into the
Q. Li et al. / Computers in Industry 70 (2015) 23–45 47

interrogation zone. data collecting point in areas under the control of Company YT.
(2) An RFID reader is a fixed reader with a built-in With an RFID
Q. Li et al. / Computers in Industry 70 (2015) 23–45 48

Fig. 22. Product lifecycle data collecting system.


Q. Li et al. / Computers in Industry 70 (2015) 23–45 49
reader, product information from each product at each site database.
can be gathered at a fast speed and then be sent to the data
portal. (10) The data processing centre (DPC) acquires data
(3) A Sensor is installed in every air purifier to monitor the from the information database and accomplishes several
operations step by step. First, it decides the location of a specific
status of the filter. With a sensor, information about the air
product based on a series of tracking information by finding
purifier filters can be gathered at a fast speed and used for
its latest appearance. Second, it analyses sensor data from the
further analysing.
specific product and decides whether the filter needs to be
(4) A Cell Phone or Tablet App is a media that collects data replaced. Then, it sends notifications to customers whose filters
from the sensors in air purifiers via Bluetooth and transmits need to be replaced and offers a report to the portal for decision-
these data to data portals via Mobile Internet. making.
(5) A Data Portal is installed in either a cell phone, a personal
computer or a processing server. The Data Portal collects data With all hardware and software mentioned above ready, here is
from different sensors or channels, identifies the collected a typical application scenario of how Company YT could
data, and transfers it to a standard format. It utilises an SAA to implement the whole product lifecycle management and recycle
access the Data Destination System, get the data routing expired filters in state B. Suppose that an air purifier is delivered
information, connect to the SAA in the target CA and send the from Company YT to a customer. Before delivery, it is easy to
data out. position the product via RFID readers built in a factory, warehouse
or stores. When it goes to the customer, there are few RFID readers
(6) A Collaborate Agent is deployed in its partner companies for built around the product and most products cannot be detected via
communication between Company YT and its partners. It also an RFID network. Then, sensors in the air purifiers replace RFID
can provide services that integrate different business pro- readers and collect information about filters when customers are
cesses. using the products. Each air purifier contains a diagnostic
(7) The Internet plays the role of communication media. application for filters, which monitors the status of its filter and
(8) An ENI-Platform-based collecting network consists of both uses the indicator light to warn customers that the filter is about to
hardware and software and mainly completes the task of expire. On the other hand, Company YT advises customers to install
collecting data from field data portals. According to different an app to monitor the status of their filters. This app can collect
requirements, it could be organised in different structures, information from sensors, put records in the data portal and send
which offers the whole product lifecycle management system information to the analysis centre of Company YT. Thus, Company
a reliable and flexible framework in real application. User YT can obtain a detailed status of every filter based on
interface is available at every centre node in the ENI-Platform comprehensive information including air quality, weather condi -
for user interaction. tions, etc., and propose the replacement of air filters to customers
via SAA.
(9) An information database keeps the data collected from
To recycle a filter and provide replacement services for
the field data portal database by the ENI-Platform. The data
customers is only the first step in the business process. Week
could be further manipulated and analysed by the data
by week, similar product tracking information accumulates and
processing centre. Every physical node in the ENI-Platform
finally a statistic analysis is available to provide a clear view of
other than the data portal node owns an information
what is going on in state B. A manager named M-B at headquarters
44 Q. Li et al. / Computers in Industry 70 (2015) 23–45
logs into the portal and reads the analysis report formed by DPC. complicated. How to implement an ENI-P suitable for different
The report shows the quantity of different types of filters in city scenes needs further research.
B-H and B-F. It indicates that city B-F needs to strengthen its
recycling network to fulfil the increasing need. Then he orders a
manager named M-C in city B-F to select additional suitable service Acknowledgements
places. M-C also resorts to the system to find the similar distribution
report and finally takes some measures. Therefore, by introducing the This work is sponsored by the China High-Tech 863 Program,
ENI-Platform, Company YT can see a whole picture of its product No. 2001AA415340 and No. 2007AA04Z1A6, the China Natural
distribution all over state B and has a clear understanding about the Science Foundation, No. 61174168, the Aviation Science Founda-
MOL and EOL status of products. The sound data finally offers a tion of China, No. 20100758002 and 20128058006.
powerful support for Company YT’s decision in recycling strategy and
in dynamic infrastructure approach.
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Pei-Xuan Xie received his bachelor’s degree from Tsinghua
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Process and data fragmentation-oriented enterprise network engineering in the National CIMS Engineering Research Centre, the
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Berlin, 2004.

Qing Li, PhD, is a professor of the Department of Automation,


Tsinghua University, P.R. China. He received his bachelor, master and
doctor’s degrees from Nanjing University of Aeronautics &
Astronautics. He has taught at Tsinghua University since 2000 with
major research interests in system architecture, enter prise modelling Rui-Yang Du received his bachelor’s
and system performance evaluation. He has published six books and degree from Tsinghua University in
more than 140 papers in esteemed magazines in China and abroad. July 2011. Currently he is a master
candidate of engineering in the National
CIMS Engineering Research Centre,
the Department of Automation,
Tsinghua University. His research
focuses on enterprise modelling and
Hao Luo received his bachelor’s degree from Tsinghua University in process modelling integration.
July 2012. Currently he is a master candidate of engineering in the
National CIMS Engineering Research Centre, the Department of
Automation, Tsinghua University. His research focuses on enterprise
modelling and process modelling integration.
Q. Li et al. / Computers in Industry 70 (2015) 23–45 55

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