Professional Documents
Culture Documents
Fast-start technology
roadmapping
Prague
Thursday 9th October 2003, 09:00 - 13:00
Dr Robert Phaal
Workshop aim
To provide:
An introduction to the theory and practice
of technology roadmapping
Agenda
09:00
Overview
09:10
10:30
Break
11:00
11:20
12:30
13:00
Market
P1
Product
Resources
P2
P3
P4
T1
Technology
R&D
programmes
M2
T2
T3
RD 1
RD 2
T4
RD 4
RD 3
RD 6
RD 5
Uncertainty / risk of
prediction / investment
Operations
What to manufacture?
How many of each model?
What materials to order?
quantitative focus
Medium term
Innovation
Which products?
Which markets?
What cost?
Long term
New (?):
- Markets
- Products
- Technologies
- Capabilities
- Organisational structures
- Distribution channels
- Competition
Strategy
Which technologies?
qualitative focus
Time
Performance
Technology
discontinuity
Current
dominant
technology
Emerging
Pacing
Technology S curves
Base
Key
Turbulence
Time
Strategic Postures
Performance
Time
Time
Time
1980
Motorola develops
technology
roadmapping
approach
Co-evolution
Policy
1990
Take up in
electronics
sector
2000
Semiconductor
Technology Roadmap
Take up in
other sectors
- companies
- consortia
- government
Foresight
Forecasting
Science fiction
2010
Roadmapping
approach
supports
integrated
strategic
planning
Technology roadmapping
Relationship to the strategic planning process
Market Information
Product-Market analysis
Product-Technology
Options Evaluation
Roadmap
Creation
Defined
Targets
Project
Proposals
Technology Assessment
Identification of Technology
Available / Feasible / Possible
Technology roadmapping
Two extremes
1. Market pull
2. Technology push
Planning
Market focus
Assumes product market opportunity
Deterministic
Convergent
Customer driven
Technology focus
Looking for opportunities
Open ended
Divergent
Project
management
Synchronise
2
Forecasting
Persuade
1
Understand
Simplification
Competitive
analysis
Fast-Start
Resource
allocation
Measure:
Accuracy
and clarity
Product
planning
Portfolio
management
Measure:
Measure:
Aligned
priorities &
decisions
Ongoing
co-ordination
Roadmapping
influence
Corporate
planning
Kappel, 2001
(Lucent Technologies)
Flexibility of roadmapping
Flexibility is a key strength (and challenge) of the roadmapping
approach, in terms of:
The wide range of aims that roadmapping can contribute towards
The timeframe covered by the roadmap (past and future)
The structure of the roadmap (layers and sub-layers), which can be adapted to
fit the particular application
The process that is followed to develop and maintain the roadmap/s
The graphical format that is selected to present information and communicate
the roadmap
The set of existing processes, tools and information sources in the firm, which
the roadmap and roadmapping process need to integrate with
Product
planning
Format
Bars
Multiple layers
Table
Strategic
planning
Single layer
Long range
planning
Generic TRM
Knowledge asset
planning
Graph
Text
Pictorial
Programme
planning
Process
planning
Flow
Integration
planning
Now
Plans
Future
Vision
Time
(know-when)
purpose
(know-why)
ke
t
Pu
ll
delivery
(know-what)
Other resources:
Skills / Partnerships / Suppliers /
Facilities / Infrastructure / Organisation /
Standards / Science / Finance / R&D Projects
lo
g
Te
ch
no
Technology /
Competences /
Knowledge
yp
us
M
ar
resources
(know-how)
Technology roadmaps
Examples of applications
Motorola
- To encourage business managers to give proper attention to the technological future
- To provide a vehicle for organising the forecasting process
- To communicate to design & development engineers and marketing personnel which
technologies will be required in future products
Lucas
- To provide integrated project planning for engineering systems
- To supply sound technological inputs to the budget process
1982
1983
Push button
Display
1985
1986
Ceramic resonators
Subcarrier function
IC technology
1984
1988
LEDs
1991
Voice actuated
Data
Maps
3u CMOS
1u CMOS
Liquid crystal
Vehicular LAN
Fluorescence
Single wire
Digital modulation
PRODUCTS
1990
Paging
5u CMOS
1989
SAWs
Stereo
Linear
1987
Glass fibre
500 kHz bandwidth
RECEIVER 1
RECEIVER 2
RECEIVER 3
Stereo
Plus:
Plus:
Scan
Personal
paging
Seek
NEXT GENERATION
FUTURE GENERATION
Plus:
A NEW SERVICE
Stock market
Road information
Remote
amplifiers
Remote controls
Super Hi Fi
Local maps
External
Influences
System
Demonstrator
98
99
00
01
02
03
04
05
06
External influences
4
1.
2.
3.
4.
.
Component /
Sub-system
Market Trends
a)
b)
Technology
Project
c)
d)
.
.
Activity Description
Principal Participants/Collaborators
Project Status
Time Window
External :
Markets
Competitors
Technologies
...
GapAnalysis
Analysis
Gap
Gap
Analysis
Benchmarking
Benchmarking
Benchmarking
Forecasting
Forecasting
Forecasting
Acquisition
Planning
Make
Technology
Technology
Technology
Audit
Audit
Audit
Technology Base
R&D
Projects
Buy
Acquisitions
JVs
Licensing
Triggers /
issues
Time
Uncertain /
high impact
Germany
liberalised
Regulator
action?
Home shopping
takes off
Market
trends
Existing products
& services
Best practice
E capability
Capabilities
Evolve
European reach
Global reach
(Europe & NA)
Grow express
business
Cost reduction & efficiency improvements
EU
liberalised
E-business fulfilment
Research
activity
Materials handling
Track & trace
Environmental
Key:
Requires investment
Colours relate to
existing sub-themes
Network integration
GAPS ?
Supply chain
E-access
12% reduction
in emissions
Economic
Environmental
Political
Infrastructural
Technological
Market /
Industry
drivers
+10 years
+15 years
Now
S
T
E
E
P
I
+20 years
Vision
Performance
measures
and targets
Technical
Group areas
Time
Planning
(Oct 01)
Market
and
industry
trends
and
drivers
Road
transport
system
performance
measures
and targets
Synthesis
Advanced structures
and materials (FASMAT)
Design and manufacturing
Processes (DMaP)
10 month duration
10 workshops
Reporting
(Sept 02)
2007
2012
80-85% of journeys
by car 39,40,103
75% of all journeys
are under 5 miles
and 45% are less
than 2 miles 31
Increasing
complexity of
lives ?
Trend towards
career
downsizing for
improved
lifestyle ?
UK car-centric
culture
1999: UK leads
world in vehicle
theft (twice global
average at
2.5%); cost of
vehicle-related
crime 6bn 46,47
2000:
3,500 road traffic
deaths and 40,000
serious injuries in
UK, at an estimated
cost of 13.3bn
(40,000 deaths and
1.7 million injuries in
EU, representing a
cost of 2% of GDP)
8,37,39,40
Key:
Individual
time
budget for
travel
remains
constant ?
2010: Passenger
numbers through
UK airports increase
by 50% 30
Between 8 and
20% of carowning
households
experience
vehicle-related
crime each year,
depending on
region 41
Increasing
concern about
crime, security
and safety
2010: 50%
increase in rail
passenger miles 30
2010: 25% of UK
workforce
teleworking at
least two days per
week 57
Shift in social
attitudes to
speeding
Younger
generation more
IT-literate
New working /
living patterns
Social
attitudes
towards road
transport and
the
environment?
2022
journeys 30
Increasing
mobile
working
Demographics
2015: 150%
increase in
international air
traffic; 100%
increase in
domestic,
compared to
1995 1
2012: Bicycle
2010: 20-50%
increase in European journeys
31
road passenger and double
13,80
haulage traffic
Frustration with congestion and public
2010: 10% increase transport continues ?
(journey time no longer predictable)
in bus passenger
Increasing
leisure time 39,40
2017
2030: population
in the UK is
forecast to
increase by
3.3%, to 61
million 1,39,40,67,
after which it will
decline to 57
million by 2050 73
2030: 22- 27% of
UK population
over retirement
age, compared to
19% in 1998;
pension costs rise
from 4.5-5.5% of
GDP 1,25,39,40
2021: Households
in South-east
forecast to grow by
19% on 2001
levels 41
Vision
Cheap,
safe,
reliable,
clean
convenient,
comfortable
transport
for all
2007
2012
2017
2022
Society
Ageing population
Consumer demand for greater variety, quality and performance of products and services
Increasing concern for health, safety and security
Continued growth of
South East
Cheap, safe,
convenient,
comfortable,
clean and
secure
transport
for all
Society
2002
Aim for
equitable
mobility
(same price
for same
journey for
all groups
in society)
2007
2005: 70% user
satisfaction with
all transport
modes (measure
of convenience)
2012
2010: 80% user
satisfaction with
all transport
modes
2017
2022
2020: 85%
user
satisfaction
with all
transport
modes
Vehicle
adaptability
Urban people
transport
Effective
selling and
customer
support
2002
2007
2012
2017
2022
Hybrid, electric and alternatively fuelled vehicle technology development, leading to new fuel and power systems,
such as hydrogen and fuel cells, which satisfy future social, economic and environmental goals
Increasing
variety and
use of hybrid,
electric,
multi-fuel and
alternatively
fuelled
vehicle
technologies,
and
development
of fuels and
infrastructure
Hydrogen fuel
cell
technology
and
infrastructure
becoming
viable on a
large scale
?
Sustainable
vehicle fuel
and engine
systems, that
meet the
needs of
society,
industry and
the
environment
Past
Trends &
drivers
Process
Plans
Future
1a
2a
2a
3
Applications
2b
Technology
1b
Vision
2b
Phase 2
Potential TRM modes
Detailed TRM
Summary TRM
Planning
1 day
Workshop
(knowledge
mapping &
strategic
review)
Review
meeting
Strategic TRM
Thematic TRM
Template TRM
Project TRM
Roll-out
Useful references
Willyard and McClees (1987), Motorola's Technology Roadmap process, Research Management, Vol 30, No 5, pp13-19
EIRMA (1997) Technology Roadmapping - delivering business vision, Working Group Report No 52
Groenveld (1997) Roadmapping integrates business and technology, Research Technology Management, Vol 40, No. 5, pp. 48-55
Kostoff, R.N. (1997), Science and Technology Roadmaps, Defense Technical Information Center,
http://www.dtic.mil/dtic/kostoff/index.html
Garcia & Bray (1997) Fundamentals of technology roadmapping, Sandia National Lab, http://www.sandia/gov SAND97-0665
Schaller(1999) master roadmap bibliography: http://mason.gmu.edu/~rschalle/master.html
Kappel (2001) Perspectives on roadmaps: how organizations talk about the future, Journal of Product Innovation Management,
Vol 18, pp39-50
Research Technology Management - special edition on technology roadmapping, Vol 42, No. 2, March 2003 (5 papers, including
Domino Printing Sciences, Lucent Technologies, Roche and Rockwell Automation experience)
OEM Roadmaps - lots of links to (mainly) sector roadmaps: http://www.oemroadmaps.com
US Department of Energy guide to applying science and technology roadmapping in environmental management (Draft), DoE-EM50,
July 2000, http://emi-web.inel.gov/roadmap/links.html
Australian guide to developing technology roadmaps - technology planning for business competitiveness, August 2001:
http://industry.gov.au/library/content_library/ 13_technology_road_mapping.pdf
Industry Canada - Technology roadmapping - a strategy for success, including a guide for government employees:
http://strategis.ic.gc.ca/epic/internet/intrm-crt.nsf/vwGeneratedInterE/Home
Roadmapping challenges
50
Response (%)
45
40
35
30
25
20
15
10
5
0
Starting up
the TRM
process
Developing a
robust TRM
process
Roll-out of
the TRM
process
Keeping the
TRM process
'alive' on an
ongoing
basis
Other
T-Plan aims
To support the start-up of company-specific TRM processes
To establish key linkages between technology resources and
business drivers
To identify important gaps in market, product and technology
intelligence
To develop a first-cut technology roadmap
To support technology strategy and planning initiatives in the firm
To support communication between technical and commercial
functions
http://www-mmd.eng.cam.ac.uk/ctm/pubs/TPlan/index.htm
T-Plan Applications
Sector / product
Aims
Product planning
Integration of R&D into business; business planning
Product planning
Product planning
New product development process
Business reconfiguration
Service development & planning
Business opportunities of new technology
Capital investment planning and technology insertion
Research programme planning
New product / service opportunity; business reconfiguration
Defining the national research agenda for the sector
New product / service development, strategy
Corporate co-operation and synergy
Strategic planning
Research priorities / network development
Research priorities / network development
Research priorities / network development
Innovation strategy
Research priorities
Innovation opportunities
Business and product strategy
Global production strategy
Planning
Planning
Integrated
product-technology
strategic planning
Roll-out
Roll-out
Customised process
General strategic
planning
Workshop 2
Product
Product feature
concepts
Grouping
Impact ranking
Product strategy
Gaps
Workshop 3
Technology
Workshop 4
Roadmapping
Technology
solutions
Grouping
Impact ranking
Gaps
Linking
technology
resources to
future market
opportunities
Gaps
Following on
from the process
Technology solutions
Technology /
Resources
Product features
Analysis
Grids
Product features
Business /
Market
Product /
Service /
Production
time
Softco
Ranking:
2
4
6
7
5
7
10
=1
= -1
8.3
4.9
4. Services
5.0
4.1
3.8
5. Data management
10.0
10.0
3.0
6. Labelling
9.6
9.9
9.5
5.9
5.8
2.5
8. Flexible implementation
6.8
7.5
10.0
9. Softco requirements
0.7
0.8
2.7
3.2
4.2
5.2
7. Global solution
C. Time to market
8.7
3. Compliance
B. No. 1
1.1
A. Reusability
4.2
8. Future proof
4.7
7. Connectivity
2. Validated software
6. Ease of use
4.5
5. Leading edge
4.8
4. Globalisation
5.5
3. Cost of trial
1. Security
Product
Feature
Concepts
2. Integrity of trial
Softco
1
8
CRO
6
2
Major
Pharmaceutical
7
10
10
10
Market /
Business
Drivers
9
9
D. Motivation of staff
Major Pharmaceutical:
CRO:
Prioritisation:
(scale of 10)
**
0.7
0.8
2.7
3.2
4.2
5.2
Ranking:
=1
= -1
CRO
Softco
6.8
7.5
10.0
Major
Pharmaceutical
5.9
5.8
2.5
9.6
9.9
9.5
9. Softco requirements
10.0
10.0
3.0
8. Flexible implementation
5.0
4.1
3.8
6. Labelling
8.7
8.3
4.9
5. Data management
Technology
Areas
1. Security
Product
Feature
Concepts
4.7
4.2
1.1
4. Services
5.5
4.8
4.5
3. Compliance
Major Pharmaceutical:
CRO:
Sofco
2. Validated software
Prioritisation:
- from Grid 1
(scale of 10)
7. Global solution
1. Alliances
7.8
7.6
7.2
2. System architecture
10.0
10.0
10.0
3. Design
7.1
7.2
7.1
4. Soft technologies
6.9
6.8
6.5
5. Output technologies
6.4
6.4
6.3
6. Securing technologies
8.6
8.4
7.6
8.3
8.2
7.5
**
* must have
** -ve re-use past, + re-use future
Year 0
Market /
Business
Product Features
1. Security
Competitor
threat
Time out
security levels
User
rights
Digitally
signed labels TA6
Audit
trail
Advanced
automation
Form TA5
printing
Multi-language
database
Validated protocol
design module
TA7
6. Labelling
Labelling
Printer
XML data
libraries independent format
TA2
7. Global
Solution
UNICODE
TA2
8. Flexible
Implementation
Windows
platform
TA2
support
Customisable
Software
protection
User
documentation
2. Sys. Arch.
3. Design
4. Soft Tech.
5. Output Tech.
Domain expert
partner
Network of
contacts
Legal
expertise
User group
& conference
Graphic
User formatrepresentation
ting tool
of R&S phrases for forms
Global
support
TA1
Label set
libraries
Web
enabled
Database partners
(harmonised phrases
& legislation)
CH / JAVA / CORBA
component architecture
Platform inde- Modular design
A
UML / OOD
spec. pendent design
Develop
Validatable Build
Dev.
Mngmnt
Test
eChem
sales
Team
team GNP procedures from
plan
tech.
model
(FDA)
source
stability leader
Report
generation
Protocol
design wizards
Enhanced
network of
contacts
Appoint
distributors
outside UK
ISO 9000
TickIT
On-line
tutorials
ERP
link
TCP / IP
CGI / ISAPI
Internet
updates
24 hour
support
Enhanced
report generation
Write once
technology
6. Securing Tech.
Enhanced
development
team stability
Scanning &
storage of
hand-written forms
Rapid &
Pipe ++
7. Core Tech.
Other
Resources
TA5 TA6
Database
escrow TA6
Biometric
passwords
TA2
10. User
Friendly
1. Alliances
Label
design
module
Watermarked
forms & reports
Billing &
inventory
management
Statistical
analysis
Secure
archiving
Windows
Code 39 & 128 Blinded
printers:
PDF 417
labels
PS / PCLS / PDF
barcodes TA7
Enhanced
randomisation
Upgrade path
for existing
users
Multi-level
training
4. Services
5. Data
Management
Phase 5 Year 3
Validated
Ver. 330
Validated
Ver. 2
Validated
Ver. 1
Protocol
Randomised
design module design package
Phase 4
Digital signatured
audit trail TA6
2.Validated
Software
3. Compliance
Phase 3 Year 2
Phase 2
Version 1
release Price: 10
-15K/seat
Competitor
threat? Market
launch
Legislation?
9. Company
Requirements
Technology Areas
Year 1
Phase 1
Raise
x million
Recruitment
software &
management
New
building
Biko: Introduction
Biko, a small traditional but well regarded bicycle manufacturer
has just been taken over by a large sports equipment and
clothing manufacturer, Sportco
The new owner has requested a technology roadmap outlining
how Biko proposes to develop its market offering over the next
10 years, and if convinced by their business case is willing to
make significant investment
A preliminary market review and SWOT analysis have resulted
in two areas of potential interest being identified:
1. Power assisted bicycles
2. High performance lifestyle bicycles
Biko: Instructions
Read handout & follow step-by-step guidance
Step 1: Market & Business
Step 2: Product & Service
Step 3: Technology
Resources /
Other
Technology
Product
Business Market
(Internal) (external)
Drivers
Now
+2y
+5y
Time
+ 10 y
Feedback
What lessons have been learnt about roadmapping?
How would you take it forward from here?
Planning
(customisation checklist)
Context: scope, focus, aims and resources
Roadmap architecture
Process
Participants
Standard process:
- Follow the guide
Customised process:
- Creative and collaborative
design activity
Workshop scheduling
Integration: systems, processes & information
Preparatory work
Business need
Domain
knowledge
dialogue
Business
owner
Architecture
TRM process
owner
Process
Implementing roadmapping
Individual planning & discussion
See planning sheet:
Objectives, scope, stakeholders, architecture, process,
information sources, key issues, next steps
10
20
30
40
50
60
70
80
Communication roadmaps
What is the message?
Who are you communicating to?
Information representation / graphic design challenge,
drawing on detailed TRM focus on the story and
big picture
Conclusions
Benefits of roadmapping:
A focus for integrated strategic planning
Can be applied in a wide range of contexts
Supports communication and network development
Challenges of roadmapping:
Not a magic bullet - initially more questions than answers likely
Maintaining the process - the real benefit lies in its ongoing use
The process and roadmap typically need to be customised
Review
Has the workshop met your expectations?
Will you give roadmapping a try?
Any questions?
Further support:
Contact us: Rob Phaal at rp108@eng.cam.ac.uk
TRM User Group: http://www-mmd.eng.cam.ac.uk/ctm/trmug.htm
Close
Product
Style
Comfort
+2y
New owner
- Investment
Demonstrator
Designer look
Ergonomic
design
Technology
On-line design
Customised frame
Direct drive
design Materials /
mechanics
Chip-on-bike
Networked
factory
Automatic
mass customisation
Ergonomics
CADCAM
Visualisation
Security
Communications
Capital
+ 10 y
2nd Generation
Design your own bike
Moulded
seat
Networked
business
Time
New Range
Expand range
Electronics
Resources
/ Other
Competition
Technical
Internet
+5y
Sportco
500-1000
Super-bike
Business Market
(Int.)
(Ext.)
Drivers
Now