e-volution - roadmap for e-business implementation in Extended Enterprise
G1RD-CT-2002-00698
e-Volution II – Road map for ebusiness implementation in
Extended Enterprises
Final Project Review – VOL.2
15 April 2005
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Content Service Provider (CSP)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP purpose, objectives and expected results
– Background and purpose:
• focuses on the commercial network of national content service
providers in Italy, Germany, and Greece with branch-related know-how
• installs the update subscription service offering updates for the
software’s “link sector”, and distributes the files online monthly, offline
quarterly, and spontaneously as reaction to unexpected market
developments
• “intended to retain a close relationship with e-Volution II customers and
to provide them with customised information.
– Result, information provision on:
• E-business strategies, trends, methodologies, news, major players, …
• targeted information on “Your Sector” with original pilot focusing on
furniture (wood packaging and inflatable boat markets also
considered)
– Technical approach: information provided through a multi-modular
web-portal and retrieved based on intelligent agents
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP realisation history
– Selection of sources using Cybion’s source
collecting, filtering, information retrieval
methodology
– Module technical development on directory,
news collector and metasearch (My SqL, php,
RSS/XML, HTML)
– First GUI created (presented in November 2004)
– Integration plans and implementations
• (MA  CSP, CSP  MA)
Access from Information Selector of Market Module to CSP
– Revision of GUI and functions based on
requirements made following testing in Germany
• Major modifications made to CSP navigation,
GUI, directory structure, functionalities, user
experience, “passage” to services
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Stand-alone content service & integrated function within e- Stand-alone Content service
volution tool-kit
- EE companies can subscribe to CSP services by:
- Already receiving login to MM and accessing the CSP
- Promoting only CSP and offering the service on its own,
providing login and password separately after registration
- Functions of regular service
- Email automatic reply sent to registered user on a regular
(monthly, weekly, bi-monthly – lower subscription fee) or
exactly when major information on market, sector is
updated (“real-time” updates – larger subscription fee
- Opportunity to receive CSP online service updates in
various formats (email, RSS)
- Exclusive links to e-Vo toolkit information and materials
- Integration to MA/CSP
- Access from MA (IS) to query CSP data
- Re-insertion of CSP relevant results into MA
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Editorial and automatic methodology for CSP
I CSP Definition
– Creation and planning of sector to be incorporated with CSP
II Brief study
– what kind of information is needed by the companies
– what is the map of the sector, what are the relevant roles within
the respective EE (kind of providers and clients.
III Creation of semantic map
– Semantic map of the sector is created to be used for searching,
filtering and monitoring the information.
– Only concepts related to sector are implemented in the map, as
general concepts about extended enterprises, market data, etc.
are already implemented and included
IV Research of the information sources
– Set of tools queried by meta-search tool
– Various queries are performed to find rss feeds, metasearch, and
to define directory websites
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP data retrieval methodology (cont)
– content of the sample of the website will be rated using the
semantic map that will have been previously defined.
– Automatic insertion in the directory, in the meta-search
V Information retrieval, filtering, monitoring
– RSS, meta-search, directory contains websites.
– Directory also contains some documents that are found within the
websites that have been selected according to two operations.
– All documents retrieved are then filtered and classified with
semantic technology
– Monitoring
• monitoring of the sources: the process of identification of the
sources is repeated periodically
• Monitoring of the pages: the process of search/crawling is
repeated more often to find news documents
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP home page
– Home page of CSP accessed from Information Selector
located in MA (menu option: “Go to CSP”)
– CSP home page has undergone major revisions
– Home area:
• Provides introduction to what CSP has to offer
• Requires that EE company member chooses its relevant
sector
• Can be used as the login access point for e-Vo members
that subscribe to the service
• Links to sector specific EE home page with unique EE
roles to choose from
– Easier navigation, clean & simple user-friendly style
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Begin by choosing
sector from menu that
takes user to the
respective sector pages
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e-volution - roadmap for e-business implementation in Extended Enterprise
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Select role and click on
relevant links to receive
furniture EE
results/resources
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e-volution - roadmap for e-business implementation in Extended Enterprise
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Select role and click on
relevant links to receive wood
pallet EE results/resources
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e-volution - roadmap for e-business implementation in Extended Enterprise
e-Vo Directory: relevant content & structured insight
– Directory of links to specific related resources created and
updated according to a symbiotic method
– Category structure created to incorporate both a general
e-business window and “your EE sector” focus
– Currently, directory developed primarily for furniture
sector, but also incorporates wood packaging and
inflatable boats sectors (Italian and Greek test case
sectors)
– Focused sector usage allows for double-access to the
information depending on e-Vo user’s preferences in path
towards information for their e-business strategies
1. Relevant categories provided as results after sector
chooses its EE role navigating from the CSP home page
and after selecting its sector from menu drop-down bar
2. Navigation directly to directory home page on left nav
bar throughout CSP
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
I “Your Sector” entrance
CSP Directory
II Furniture entrance
EE user path
i.e: Furniture
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
III
Furniture EE access entrance
IV
Furniture suppliers entrance
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e-volution - roadmap for e-business implementation in Extended Enterprise
e-Vo Directory Category structure
– E-Business
• External E-business (E-Commerce, E-procurement, Supply
Chain Management, CRM, etc.)
• Internal E-Business (Knowledge Management, Sales Force
Automation, Document retrieval and management, etc.)
– “Your sector”
• Sector EE access
• Individual sector EE roles (i.e: CAD design for furniture
EE, Wood bobbin for wood pallet EE)
• Companies, players, organisations
• Market data, reports, trends
• News, media, events: Link to RSS feeds provided here
corresponding to the news of the sector & opportunity to
be taken to the e-Vo RSS tool
– “Info-on-demand” service performed by consultants to
provide a target information for the user
– Can also be incorporated and available on CSP: Training
material & Methodology and any other e-Vo tool
dissemination/application
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
e-Vo Meta-search
– This tool is able to query specialised
search tools and databases in the invisible
web where is stored the biggest part of
information available on the Internet
– The data retrieved is filtered to display
only relevant information to the user
– Results are clustered into categories and
visually organised to narrow down user’s
search requests
Internal
database
search tool
Metasearch tool
Filtering
system
Results on
the CSP
available for
the user
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
e-Vo RSS – News collector
– This tool is interfaced with a large number of specialised
sources which publish their info in RSS format and also
traditional web sources.
– The user will define its interests
– The system selects the sources, then filters its data and
could provide automatically, on a periodical basis, a “news
wire” via mail
News
published
in rss
format
Rss
collector
Filtering
system
Results
send by
mail to the
user
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
RSS (“Really Simple Syndication”)
– RSS is a XML based format for syndicating news
and content of news
– Why use this technology?
• Have an easy way to collect and focus on relevant
news in the industry and be informed in “real-time”
when news breaks, trends develop, markets open,
change, risks form etc.
• Focus our efforts on filtering to gain targeted
information for e-vo users
– With RSS aggregators, users can develop their own
personal news content service to view only the news
that is important to them
– E-Vo RSS: currently aims to locate and develop RSS
feeds related to E-Business and the furniture industry to
keep EE alert to what’s going on in their specific sector
and e-business as a whole
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP advantages & benefits
– user is presented with a service, package of personalised
information, that combines the following useful tools and content
to allow him to:
• Get targeted specific-sector focused links and documents to
correspond to their EE’s experiences and requirements
• Be kept updated with news feeds that provide the EE with real-time
updated news on their sector and e-business
• Search for content with results only coming from e-business and
specific e-vo sector sources
– Double navigation” of typology of information
• By sector: enter as your EE sector from CSP home (i.e:
furniture, wood packaging)
• By category of information: accessing left navigation
throughout CSP, user can access all CSP modules
• News – RSS
• Resources – Directory
– Sources of the invisible web are chosen to increase relevance to
the user
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
CSP: innovative support content service
– User is presented with a service, package of
personalised information, that combines the following
useful tools and content to allow him to:
• Get targeted specific-sector focused links and
documents to correspond to their EE’s experiences and
requirements!
• Be kept updated with news feeds that provide the EE
with real-time updated news on their sector and ebusiness!
• Search for content with results only coming from ebusiness and specific e-vo sector sources!
Targeted categorised data (E-Vo Directory)
Relevant News Updates (E-Vo RSS)
Filtered search results (E-Vo Metasearch)
Innovation lies in the special
source retrieval and semantic
map creation and in the package
of varied information that CSP
provides EE users in attacking
their E-Business strategy from a
broad and narrow perspective.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Final result of CSP
Personalised and relevant information
I
I
CSP
Market Module
User
II
Working
Tool to MM
and IS
II
Results
III
Personalized
Information
Tool
Information Selector
Dynamic info:
From output to input
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Training
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Objectives
– Enable the use of the methodology and software to
develop, to adapt and to optimise e-business
strategies in Extended Enterprises
– Provision/deepening of knowledge and use of
experience about methods, instruments to develop
e-business strategies
Users in Extended Enterprise constellations get
formalised knowledge, methods and know-how
including a framework for integration, processing and
coordination for e-business related analysis activities
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Training components and target groups
Training content:
• Presentation material
• Methodology training material
• Software tutorials: OrganisationAnalyser incl.
ProjectManager, MarketAnalyser incl.
InformationSelector, Content Service Provider,
StrategyBuilder)
Target group for training material
• managers and employees
User of training material
• Trainers, managers, (consultants), employees who
are involved in the e-business roadmapping
processes
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Component 1: Presentation material
Aim
• attract attention for the e-Volution methodology
• Target group are potential user of the e-Volution tool-kit like
managers of SMEs in EE constellations
• The potential user gets an short overview about the
benefits and a short description of the methodology
Structure
• Need for e-volution: Why to use e-Volution
• Objectives
• Target group (enterprises which already are or will become
member of extended enterprises)
• Approach (collaborative work on different level-EE
members, management and employees)
• Introduction of methodology concept including short
description of modules and software tool-kit modules
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Component 2: Training material
Aim
• Detailed description of methods, methodology
workflow and structure
• presentation slides are the basis for
workshops/seminars, which can be held by
trainers/consultants or for self study in combination
with the software tutorials
• The managers get a structured description of how to
use the methodology and how and in which steps the
software provides support
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Component 2: Training material
Structure
• Based on methodology’s 4 module structure
 General introduction and overview about the
methodology
 Module 1-4
Introduction of modules
• Purpose and objectives
• Structure and relation to other modules
• Environment including organisation,
participants, demands on participants
Approach
• Workflow and method description, description
of single steps with link to software
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Component 3: Software tutorials
Aim
Description of how to use the software as support for
the methodology
Structure
aim/purpose of the software
installation
• system requirements
• how to install
• Access to the application (for different user like
moderators or users)
Description of the features, functionalities and
workflow, necessary input, what is the result
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Project dissemination
• Industrial Interest and Reference Group
Presentation
• Dissemination (presentation, publication,
demonstration)
• Project website
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Aim of national Interest and Reference Group
• Integration of representatives from best
practice companies, relevant forums,
national chambers and industry and ebusiness experts from the European
countries of the consortium´s members
• broaden the perspectives for research
• verify the project results
• serve as important dissemination platform for
the project
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Achieved Interest and Reference Group results in Germany
(Selection)
• Designing and Publishing a project leaflet to support the
acquisition of IG/IRG members and also other
dissemination and marketing activities in 2003
• Publishing newsletters, in which IRG/IR are informed about
the ongoing activities, e.g. the V.I.P.-newsletter of the
F.A.Z.-Institute published regularly
• Designing and publishing advertisements, in which IRG
were searched, e.g. in the Kompass and TOP event
catalogues of the F.A.Z-Institut in the period from 2003
until 2005
• Acquisition and care of 15 IRG during the period, which
join the project
• 1st IRG meeting on 25 September 2003 in Germany,
including questionnaire and evaluation
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Achieved Interest and Reference Group results in Germany (Selection)
• Invitations to IRG/IG members to participate in selected events,
connected to E-Business and Innovation, e.g. symposium and trade fair ”
e-Business for medium sized business” in Bad Nauheim on 22nd
September 2004
• Special attending to new potential IRGs, organisations with strong interest
in e-volution methodology and software in response to the marketing and
will for cooperation, e.g. the company tempus Zeitplan Systeme in
Gingen/Benz and the Wirtschaftsförderung and Technologietransfer
(business development and technology transfer) Schleswig-Holstein
GmbH and Frost & Frisch Convenience GmbH in Bielefeld
• day-to-day public relations to IRG/IG
• Invitation of the IRG/IG to the Final German Conference and involving
them into the workshop on 28 April 2005 in Wiesbaden
• Additional test cases AUTEV and Greschalux made from the IRG,
supervised by IAF and M-BIS
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
German IRG test case AUTEV
Initial situation and EE
scenario
• legal organisation, shareholders are 9 regional,
independent, sometimes competing Small and Medium
Sized Enterprises (SMEs)
• service engineering organisation of innovative SMEs,
serves global markets
• Competitors are big global players, but competitive
advantage of higher flexibility because of its organisation
structure to integrate on demand the needed competences
• value chain design and partner integration depends from
the product/service specification (Virtual Enterprise)
• e-business as basis for more efficient business
 Concentration on a specific business scenario and EE
constellation
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
e-volution application area: e-commerce of complex ICT solutions
Value
chain
marketing/
sales
procurement
engineering
service
COMPLUS
SERVICE
Extended
Enterprise
E–Business
System server
Central
DB-Server
Private and
public
organisations
AUTEV AG
Location: TGZ
ICT
infrastructure
AUTEV AG
Customers
SQL-Server Skyrix-Server
E–Business
System client
Location: TGZ
AUTEV partners
E–Business
System client
AUTEV partners
Location: Kirchmöser
E–Business
System client
SQL-Server
Internet
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Supplier
E–Business
System client
AUTEV partner
Location: Rathenow
E–Business
System client
SQL-Server
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e-volution - roadmap for e-business implementation in Extended Enterprise
Phases and status of inter-enterprise collaboration in AUTEV EE
Communication
establishment
• Definition of enterprise role in the
network
• Project coordinator, customer coordinator, network
coordinator, development partner, production partner,
service partner, quality manager, infrastructure
manager
• Definition, i.e. personalisation of
responsibilities and assignment of
resources
• Agreement on communication
procedures
Stabilisatio
n of
collaborati
on
• Stabilisation of
collaboration and definition
of coordination
mechanisms
• Benefits, IPR handling, penalties,
costs/profit assignment
• Definition of interenterprise processes and
workflows
Business
partner
integration
• Extension of enterprise
boarders
• Information sharing and
ICT-integration and sharing
• Business process and
workflow integration
• Cultural and social
integration
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
German IRG test case AUTEV
Realised activities within the scope of project IRG
 Presentation and transfer of the e-volution methodology
(Modules 1-4) and software tool-kit to interested managers
of AUTEV partners (based on the training material with
reference to the AUTEV partners’ situation and needs)
 access to the e-volution toolkit software to support real
business operations
 Support by the consortium in the testing phase through the
provision of skilled personnel to the test case, on site in the
premises of the test case
 Assessment of the e-volution methodology and tool-kit by
based on provided assessment procedure
Supervised by partner IAF
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Achieved results & feedback
Results for the
test case
• Methodology and selected method transfer
• Know-how transfer to support current running e-commerce project
• Selected use of methods and tools within the scope of running activities
• Core competence analysis (Module 2)
• Markets segmentation and assessment (Module 3)
• Commitment for common next steps based on methodological approach AUTEV and IAF keep in contact (common project)
Feedback
• Industrial requirements and e-volution concept are confirmed, software support
is always welcome
• Special interest in methodological and tool support structured market analysis
• Methods and tools are usable for target group SME
• Acceptance of the software tools is different, ASP-approach is OK
• Integration strategy for ERP-systems is needed, especially for (MarketAnalyser)
• Further EE problems also on cultural and management level
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
IRG test case Greschalux
e-business status
• on demand e-commerce (B2C)
• e-work flow management (B2B)
e-business plans
• e-commerce, i.e. e-shop with product catalogue and product
configurator in 2005/2006 and ex-tended e-marketing;
• e-SCM
• IT-supported offer management in the network;
• e-procurement over the Internet and Supplier Relationship
Management (SRM);
• Offer management as extension of the INDIA work flow system
for automated product compilation, product cost calculation and
e-procurement;
• Extension of the existing Management Information System
(MIS)
• e-Customer Relationship Management
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
The Greschalux EE value chain process model
EE value chain process model (AS-IS)
Customer
order
Marketing
& Sales
Product
ion
Assembly
planning
Assembly
planning
Assem
bly at
custom
er
locatio
n
Marketing
Customer Product
ion
& Sales order
Assembly
planning
order
Invoicin
g
EE value chain process model (TO-BE)
Assembly
planning
Inv
oici
ng
Service
and
maintena
Mainten
nce
ance
acquisitio
Serv./maint.
n
Assem
bly at
custom
er
locatio
n
Inv
oici
ng
Service and
maintenance
order
acquisition
Maintena
nce
Serv./maint.
order
Invoicin
g
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Legend
Partners
Greschalux
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e-volution - roadmap for e-business implementation in Extended Enterprise
Greschalux Activities I/III
1. Methodological support for the just started internal e-commerce (marketing & sales)
LAURA project
o methodological support of the reengineering of the process
o first project management activities documented and processed in the newly
designed project management tool
 first experiences in using network supporting project management tool at
Greschalux and two of their biggest partners
 enlargement of the tool to meet the requirements of project management in EE
environment much better
 improvement of the transparency of the entire project and single activities and
their status
2. Support for the development and assessment of marketing & sales business strategies
o work with the organisation analyser (module) starting till December 2004 with
 analysing the processes marketing and sales
 involvement of all involved and relevant process participants (Greschalux
(marketing and sales department), partners (CEOs), some customers)
 gathering of information following the organisation analyser methodology
 combination, compression and discussion of final results in physical meetings
o Meetings: 10.11.04; 24.11.04; 08.12.04
o common definition of a redefined ecommerce based marketing and sales strategy
Supervised by partner M-BIS
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Greschalux Activities II/III
3.
4.
Decision support on what modules need to be realized with priority
o
use of the organisation analyser support this decision making process
o
involvement of employees of Greschalux and relevant employees of the five
biggest subcontractors
o
physical meetings: 15.12.2004; 15.01.2005
o
decision made which modules have to be realised which what priority
Decision support for regional implementations, adaptations or extensions
o
5.
refer to point 3
Technological decision support (part of the ERP system/ special application)
o
use of the organisation analyser support this decision making process
o
involvement of employees of Greschalux and relevant employees of the five
biggest subcontractors as well as two IT-Manager of the Holding CRH
(Netherlands)
o
decision was made in the physical meetings on 08.02.2005; 15.02.2005
Supervised by partner M-BIS
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Greschalux Activities III/III
6. Testing and evaluation of prototype solutions
− lab tests at real system application simulation a M-BIS and interview functionality of the organisation analyser is used to evaluate the
prototypes
− tests are going on
7. Organisational changes and newly defined processes related to the strategy implementation
− process redesign did start after the definition of the new strategy and its realisation
− process was supported by the use of the project management tool
Feedback from Greschalux and their partners
− feedback was positive because all relevant persons could be implemented in the decision making process but with reduced time
consumption by travelling and doing meetings
− the used methodological support was given from the beginning to the end, from the strategy definition til the operational realisation of
single implementation processes
− the acceptance and usability of the organisation analyser was good for all involved user except the administrator
o the administration was done from one programmer of M-BIS and one manager of Greschalux with the aim to teach and
integrate project management abilities in the newly defined eCommerce based structure of the EE
o the usability for the administrator was too complex which caused

too long learning phase

time losses by using the system

sometimes misunderstandings
Supervised by partner M-BIS
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Italian IRG test case Imbal Center (IMBC)
Initial situation and EE
scenario
- family-owned southern Italian company involved in the
production and management of wood packaging
-
offers to its customers innovative value added services:
-
management of empty packages,
-
withdrawal and recovery of already used packaging
- design of customised pallets according to customer’s
specific needs for revision and reengineering of logistic
processes
- IMBC’s strategy: to differentiate offer towards final
customer
 IMBC is the EE constellation driver
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Italian IRG test case Imbal Center (IMBC)
– FBR
IMBC EE main players
•
wood straight bobbin production for telecommunication
cables
• Interested to leverage on semi finished products (all
the items needed for straight bobbin assembling) in
order to have a higher number of potential customer.
• has stable relationship with Imbal Center, offering
specific services for the procurement of raw
materials mainly from European countries (Germany
and Austria) and selling some wooden parts.
– CED Romano
•
administrative and financial services
• long term partner of Imbal Center.
– LGM
•
offers commercial services and specific support in the
suppliers selection and rating
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Italian IRG test case Imbal Center (IMBC)
–
Imbal Center shares information on
production schedule and available
inventory with FBR, by an integrated eprocurement process.
–
Supplies procurement lead time ranges
from three to six months, so the
integration of this process provide
relevant benefit to Imbal Center.
–
FBR, thanks to the long term
experience in this industry, has a wide
knowledge of the sourcing market which
implies a significant efficiency during
the purchasing process.
–
High quality intra extended enterprise
processes are enabled by the
certification ISO 9000 reached by all the
members.
SERVICE
SERVICEON
ONPARTS
PARTS
RAW
RAWMATERIALS
MATERIALS
OPERATIVE
OPERATIVE
PROCESSES
PROCESSES
COMMERCIAL
COMMERCIAL
SERVICES
SERVICES
ADMINISTRATIVE
ADMINISTRATIVE&
&
FINANCIAL
FINANCIALSERVICES
SERVICES
IMBAL CENTER
INFRASTRUCTURE
INFRASTRUCTURE&
&
TELCO
TELCOCOMPANIES
COMPANIES
LEEM
FBR
CED ROMANO
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Italian IRG test case Imbal Center (IMBC)
Goals and EE benefits
– Imbal Center setting up a project with one of the main
customers for remote inventory management: aiming to
become the sole supplier of wood packaging
– This could allow Imbal Center to considerably increase its
own turnover (because this potential agreement means
higher quantity of sold products) offering added value
services, the remote inventory control, enabled by a direct
electronic connection with this customer.
– Within the EE, information on administrative and financials
issues are shared by using a mini ERP, which has been
now enriched by adding several modules dealing with
operations/production. The locations of these SMEs allows
frequent face to face meeting useful to increase the
internal collaboration.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Italian IRG test case Imbal Center (IMBC)
Activities performed
- Visit by UNISA at IMBC premises in order to identify
production process specificity and internal
organisation
- Workshop finalised to identify:
- IMBC markets and products
- IMBC EE structures: identification of partners (FBR,
CED ROMANO and LGM) and internal relationships
- Workshop finalised to explain MM functionalities and
subsequent data collection to feed e-Vo Market
Module
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Example for Italian IRG test case Imbal Center (IMBC) activities
Sensitivity analysis matrix
–
The feedbacks received by Imbal
Center led UNISA to implement
the Sensitivity Analysis: some
answers to the questions related
with the Wood Pallet - Consumer
Product/Market (PM) area were
modified in order to analyse the
impact on the bubble position
inside the matrix;
–
The starting point of the PM area
is in the “stay on the current
position” area whereas the
arriving point is in the “invest in
order to increase the market
share” area;
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Italian IRG test case Imbal Center (IMBC)
-
Results
-
Achieved results &
feedback
-
Opportunity and Threats identification:
-
To offer added value services for IMBC main
customers in order to increase margins (i.e.:
Stock management and pallet recycle)
-
Final sold products not very complex, low
barriers for new entrants
Feedback
-
Offered suggestions regarding usability/friendliness:
GUI improvement
-
Needs for a quick revision and simulation of the
questionnaire answers: sensitivity analysis
-
Efficient retrieval of market information: information
selector and integration with the CSP
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Achieved Interest and Reference Group results in Italy
 IRG/dissemination meeting conducted at UNISA’s
premises February 2005
 Promotional leaflet created, sent electronically and
distributed manually to current IRG and to other e-business
contacts (Cybion & UNISA). Questionnaire distributed.
 Specific focus spent towards IRG members Febal
(furniture) and Esmalglass (ceramics) whom were
personally visited at their offices
 UNISA contacted PlastCaudio (automotive and
electric household appliances) and gathered input
for market module implementation
 Online virtual meeting conducted in November
2003 on e-Vo website, focusing on e-business
trends in EE
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Achieved Interest and Reference Group results in Italy
 Italian IRG continually contacted via
email/newsletter regarding project updates
 Communication to Rome Chamber of Commerce
about project in searching IRG members
 Promotional materials published online on the e-Vo
website in Italian language
 IRG test case Imbal Centre made from the IRG,
supervised by UNISA
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Achieved Interest and Reference Group results in Greece
– e-Volution dissemination event, organized by TEC
and ALTEC, on December 2004 in Chalkis, at the
Evia Chamber of Commerce and attended by Greek
IRG members (Planatech, KEK Kronos, Read S.A.)
– Relevant feedback:
•
•
•
•
Common agreement that general business and financial environment in
Greece is not in favour of investments, especially in the “dot com”
technologies.
Need for the provision of a localised (Greek) user interface.
Greek IRG members (especially Planatech and Tiligadas) performed an
evaluation of the current version of the software.
Evaluation results: All the software modules should be available as ASP
services. Installation and maintenance requirements of local applications
are considered a burden to the local IT departments and therefore,
should be avoided
 IRG test case Planatech made from the IRG,
supervised by TEC
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Greek IRG test case Planatech
IRG test case
business scenario
Planatech S.A.
• Rigid inflatable boat (RIB) manufacturer.
• Specialized in high quality/price product range.
• SME (19 employees).
• Driver of a vertical Extended Enterprise, together with 3
suppliers (Tyligadas Bros SA, Costas Hronis, NEOTEX
SA) and a subcontractor (Navimarine S.A.).
e-Business scenario:
• Development of e-Business infrastructure for the on-line
notification of suppliers for needed raw materials, for
delivery scheduling and for the on-line update of price
and part lists.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Greek IRG test case Planatech
•
Training of Planatech’s technical manager (Mr.
Protopsaltis) to the e-volution methodology and toolkit.
•
Configuration of Strategy Builder software with the EE
parameters and provision to the EE members as an
ASP service.
•
Usage of the e-volution SB software to support real
business operations.
•
On-site and phone support to interested EE members
for the application and usage of e-Volution methodology
and software.
•
Assessment of the e-volution methodology and
software tools.
Activities performed
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Greek IRG test case Planatech
•
Achieved results &
feedback
Results
•
Configuration of the SB software tool with the Planatech’s EE
parameters.
•
Provision of the SB and of the Content Service Provider to
Planatech’s EE managers for usage as an ASP service.
•
Testing and evaluation of the e-Volution tools.
•
Feedback
•
The feedback from the Planatech’s test case helped the
consortium to the improvement of the Strategy Builder from the
stand-alone to the web version.
•
The web interface of the SB was further improved to permit
intuitive usage.
•
Further needs for training in the implementation of the
methodology. Request for localized (e.g. Greek) training material
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Dissemination events and activities
• Organization and realization of presentations at
national representative business gatherings of SMEs
• Workshops, presentations, and demonstrations to
customers, chambers, and unions
• Supporting dissemination activities by way of
scientific papers in technological and business
journals, EU dissemination media Publications and
Marketing
• Exhibition participation
• Marketing & Public Relations
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Overview of public relations & marketing activities (selection)
• Development of project logo and project leaflet in English
(German, Italian and Greek)
• Leaflet and flyer distributions at exhibitions, e.g. distribution at the
Hanover Trade Fair 2004 and 2005
• Regular advertisements of e-Volution in the event catalogues of
TOP (edition: 30.000) and Kompass (edition: 8.000); in total more
than 6 advertisements (total > 100.000 copies)
• Continuous reports in newsletters about the current status quo of
the project, e.g. V.I.P.-newsletters of the department „Innovation
projects“ (circulation: 4.000) of the F.A.Z.-Institut and TOPNewsletter of the F.A.Z.-Institut
• Project leaflet enclosed to the folders for the SME´s events of the
F.A.Z.-Institut, delivered in more than 100 workshops and
seminars
• F.A.Z.-Institut flyer (circulation: 8.000)
• Advertisement of e-Volution in the leading daily newspaper
Frankfurter Allgemeine Zeitung in April 2005 (planned)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Overview of public relations & marketing activities (selection)
• Project leaflets were enclosed to the folders for the
SME´s events of the F.A.Z.-Institut, delivered in more
than 100 workshops and seminars
• F.A.Z.-Institut flyer (circulation: 8.000)
• Advertisement of e-Volution in the leading daily
newspaper Frankfurter Allgemeine Zeitung in April 2005
(planned)
• Publications and articles in studies, newspapers and
magazines, e.g. upcoming book of F.A.Z.-Institute, titled:
“communicating for innovation” 5/2005; article of the
project was published in a study of the F.A.Z.Institut/Mummert Consulting “Managementkompass, IT
Strategie”, in 2004
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Presentations and demonstrations highlights
(Selection)
• Project presentations in Kompass and e-business related
TOP company visits by F.A.Z.-Institut - as a fix part at the
beginning of every event, in total more than 70
• Presentations in the international network of the partners,
e.g. at the IUKE Awardsday in London (September 2003) a partner of the F.A.Z.-Institut - to pave the way and arouse
interest for possible future international dissemination
activities
• Presentations at Chambers of Commerce and Industry,
e.g. TEC and ALTEC at the ”Newsday on Innovation
Management at the Chamber of Commerce and Industry
of Evia”, June 2004
• Presentation at e-2003 conference in Bologna
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Presentations and demonstration highlights (Selection)
• Exhibitions, e.g. InfoSystems Exhibition in Thessaloniki in
October 2004 (ALTEC); the also presented the projects
through exhibition participants at the CEBIT 2005 and at the
Hanover Trade Fair 2003, 2004 and 2005 (F.A.Z.-Institute)
Impressions from e-commerce express and
Innovative Organisation Concepts
conferences in March 2004 in Germany
• Presentations at universities / in the framework of
universities, e.g. Cybion and UNISA
• Co-organisation of e-commerce express conference 2004,
Berlin
• Co-organisation of Conference on innovative Organisation
Concepts 2004, Magdeburg
• Presentation of the project to the e-business forum portal
(www.e-businessforum.gr)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Final German Conference
• „Success through Cooperation - Extended
Enterprises - Overcoming Established Boundaries in
Business“
• Location: Wiesbaden at CSC Ploenzke AG (German
IRG)
• Date: 28 April 2005
• Participants: about 60 (expected)
• Language: German
• Result dissemination, post-project exploitation
preparation
• e-Volution will be presented within workshops,
workstations and discussion
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Project Web site
– Web site release mid of November 02, domain
www.e-vol.com reserved
– General public information about the project
including background, tasks, project partners etc.
– Project news (which can be posted by project
partners)
– Public site in English, Italian, Greek and German
– Document server for project partners
– up-and download of documents, presentations for
project partners and in limited form for IG/IRGs
– Virtual forum for national IRGs
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Achieved results with project web site
– Closed workspace for IRGs and for partners via login and
password
– Online-registration for potential IRG members
– Restricted view from IRG to partners space, partners have
unlimited/free view on IRG-member site
– Partners and IRG-members with different download rights
– Implementation of closed for Germany, Italy and Greece
(in the respective language) and a common forum
(transnational) in English for all IRGs and partners (login
and password same as for the e-vol-site )
– Events and deadlines on partner site and IRG-site
– Public events and public download area
– 8 online-registration from Germany, 9 from Greece, 14
from Italy
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Exploitation and follow-ups
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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The exploitable project results
1. e-business road mapping methodology
2. e-Volution software tool kit prototype
3. industrial implementation and validation of
methodology and prototype by test cases
4. training material
5. project web site
6. content service provider
 Subjects of specification and
exploitation planning in the Final TIP
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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The exploitation policy
– Definition of responsible partners for the availability of core
exploitable results (core developers).
• Result No. 1: IAF.
• Result No. 2: UNISA (Market Module, Information Selector), M-BIS
(Organization Module), ALTEC & TEC (Integration Platform /
Strategy Builder).
• Result No. 4: IBH.
• Result No. 6: CYBION.
– The results themselves or the means to reproduce them (e.g.
source code), will be available to every partner in the consortium.
– All extra consulting, maintenance and development services will
charged according to the providing partners rates.
– Each partner will perform its own exploitation activities and reach
to mutual agreements with other partners to get the services (e.g.
training, customization, maintenance etc.) the specific customer
needs.
– New collaborations will be sought to further expand the sales
network or the business opportunities.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Constitution of eVo II development organization
– Actions:
• A draft business plan was prepared about the
establishment of a separate organization to market
as a separate body the project’s results.
– Problems encountered:
• The consortium evaluated the development
organization as inflexible, exposed to high
administration and operational risks.
– Solution provided:
• The consortium adopted a more flexible
exploitation policy. Each partner will follow its own
exploitation policy according to the TIP. Mutual
partner agreements will be reached according to
specific market needs and customer requirements.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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The exploitation plan
– Actions:
• Definition of the exploitable project’s results.
• Definition of the consortium exploitation policy (incl.
definition of roles and responsibilities).
– Problems encountered:
• The consortium evaluated the establishment of a
separate development organization as inflexible and
impractical.
– Solutions provided:
• The consortium adopted a more flexible exploitation
scheme, where mutual partner agreements will be
reached according to specific market needs.
– Results:
• Delivery of the draft TIP.
• Delivery of the exploitation agreement (to be signed).
• Preparation of the final TIP and e-TIP.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Partners’ exploitation plans
Result
1 e-business road mapping methodology
2 e-Volution software tool kit prototype
3 industrial implementation and validation of
methodology and prototype by test cases
4 training material
5 project web site
6 content service provider
1
2
4
5
6
7
8
9
IAF
Contribution
IPR claimed
Contribution
IPR claimed
Contribution
IPR claimed
Contribution
IPR claimed
Contribution
IPR claimed
Contribution
IPR claimed
Exploitation activities forseen
Education, training
Publications
Dissemination activities (workshops, demos, etc.)
Internal Use
Marketing
IT service & information provision
Research
Solution Provision (IT & Consultancy)
UNISA
F.A.Z.Institut IBH
ALTEC
1
1
1
1
1
1
1
1
1
1
1
1
1
TEC
1
1
1
Cybion
WINI
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
Veyhl
1
1
1
1
1
1
1
M-BIS
1
1
1
1
1
1
1
1
1
1
1
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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The exploitation scenario
Sales/ 1st Level Support/
Consultancy Services
Local
Market
Existing
Partners
Provision of tools
and know-how / 2nd
Level Support
Existing
Partners
Local
Market
SMEs-EEs
Local
Network
Requirements
Core
developers
Orders / requests for
updates/ new modules
Existing
Partners
Local
Market
New
Partners
International
Network
Local
Market
New
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Summary of main achievements
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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National Interest and
Reference Groups and
Dissemination
www.e-vol.net
Training material
Exploitation
Dissemination
Overview of results and conformity with the project
Software toolkit prototype
Methodology
May 2002
May 2003
Test case
implementations
Content Service
Provider
May 2004
Exploitation
Organisation
April 2005
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Fulfilment of expected project results*
Technical work
Dissemination
work
Exploitation
(post project)
 E-business strategy kit e-Volution: management
methodology and web-based management decision
support system, the modular e-Volution software tool-kit
 Content Service Provider as extension of existent “egateway” portal
 Successful realisation of industrial reference and show
case for an Extended Enterprise of different size and
nationality (Germany)
 web page for dissemination and exploitation purposes;
 Constitution of national industrial Interest and Reference
Groups (IRG)
 Commercialisation of methodology and software training
concepts
 Constitution of an organisation for partners’ common
exploitation activities
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
* Source: From the TA (DoW), 3rd
Contract Amendment
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Details of research and development work
Requirements
• WP 1 deliverables
E-business roadmapping
Methodology
• WP 2 deliverables
Software-tool kit
• WP 3 deliverables
• Online demo available at
http://hephaestus.infoproject.com.gr/evo/evotoolisapi.dll/Home
• Demo login: evodemo
• Demo password: p455s
Training
• Deliverable 5.2
Content Service Provider
• Deliverable 5.3
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Management review of administrative and financial aspects
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Project partners, roles and competences
 Researchers
 Software developers
 Business consultants
 Multipliers
 Target industry
 National expert
groups
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Administrative project history
May 2002: Project kick-off
June 2002: Withdraw of test case partner Plastifoto (I)
July 2002: New test case partner Altro Studio (I)
June 2003: Project Review
March 2003: 1st Contract Amendment
November 2003: Mid-term Review
January 2004: Extended Project work plan
May 2004: Project Review
Aug/Sep 2004: Withdraw of all Italian test case partners
Jan 2005: 2nd and 3rd Contract Amendment
April 2005: Final Project Review, project end
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Meeting project milestones
Delays in task finalising
and ongoing revisions
caused deviations from
the initial milestones and
work plan
M1 Set of system requirements as outcome of the
research and the market surveys; month 6 (revised
until 23)
M2 Methodology concept as result of the integration of
the differing approaches into the strategy roadmap;
month 14 (revised until 24->36)
M3 prototype of software facilitated e-Volution
methodology; month 27 (revised between18->36)
M4 implementation of method and prototype into
industrial partners; month 32 (revised until 35)
M5 constitution of content service provider; month 36
* Source: Operational project objectives from the TA
(DoW), 3rd Contract Amendment
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Final project work plan
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Status quo of outstanding technical deliverables on 15.04.2005
Pending contractual
deliverables
 Del. 3.5: Software documentation
 Del. 4.2: Testing Report from German test case
 Del. 4.3: Evaluation report on project test cases
 Del. 5.2: Training concept and presentation
materials
 Del. 5.3: Content Service Organisation
 Del. 5.1: Exploitation agreement
 Del. 5.4: Business plan
 Del. 6.1/2: Report on IRG activities
Legend:
 Internally reviewed, ready for submission
 Finalised and submitted until 30 April 2005 latest
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Status quo of outstanding administrative deliverables
Contractual deliverables
•
3rd Periodic Report
•
3rd Cost Statement
•
Final Report
•
Final TIP
 Draft versions available
Partner agreement at
Project Management
Meeting 13.-15.04.2005
•
Deliverables are contractually due two months after
end of the project latest
•
Finalising as soon as possible
•
Internal time schedule: May 2005
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Review of collaboration with the Commission
Collaboration with the PO
and PTA
Monitoring of project
• Irregular contact with coordinator, assistance on
contractual issues and planning
• Late explanations of problems, proposal of only formal
solutions, little support regarding RTD work focussing
• Lack of assistance on dissemination and exploitation
• Meagre feedback on work during reviews
Participation in Meetings
• PO: Only Mid-Term and a Periodic Review Meeting
• PTA: Kick-off, two Periodic Review and Mid-Term
Meeting
Assistance to the Consortia
• Contractual matters, other issues
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Experiences and lessons learned by the partners
Management, organisation
and collaboration
• General commitment of partners to the project
• European RTD project itself is an Extended Enterprise:
partner integration on all levels needed
• Especially different working stiles and cultures,
competences and experiences needed to be harmonised
• Important lessons learned for all partners
• Good project management bodies and mechanisms on
board, but not as efficiently used as expected
• WP and Task leaders expected strong top-down technical
management but this would limit creativity of RTD work
• Bottom-up approach, based on industrial needs, was
finally the more successful approach
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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Experiences and lessons learned by the partners
Management, organisation
and collaboration
• Face to face meetings proofed to be most efficient way of
collaboration, but limited by budget
• Technical solutions, like video conference, failed
because of IT-infrastructure reasons
• Sequential instead of complex parallel work plan structure
is regarded as more efficient in terms of mutual task
management and problem handling
• Ongoing tasks revision constrained the overall work
progress
• Administrative workload (reports, etc.) must have right
balance compared with actual RTD work for partners
Project purpose and
results
• Thematic complexity of EE issue cannot be addressed in
total, but e-volution addresses real industrial needs in a
certain area
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
External collaborations (IMS GMBH, D) within the scope of
Extended project work plan
• (Planned) use of software tool-kit prototype for the
development of Extended Enterprises meta business
object models for e-business requirement
specification and software design to create running
software applications with database independent
persistence and independently from the operative
system
• in June 2004 opening of IMS insolvency proceedings
• Further development of the software prototypes was
stopped, setback for Extended work plan and test
case activities
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Page 85
e-volution - roadmap for e-business implementation in Extended Enterprise
Review of total project efforts (draft status on 15 April 2005)
Man power overview (year 3)
60
man-months
50
40
30
20
10
Y3 (actual)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
O
TR
AL
EM
EC
O
N
i
as
t
Pl
G
PC
yh
l
Ve
W
IN
I
TE
C
TE
C
Y1+2+3 (planned total)
VI
SI
C
Y3 (planned)
AL
YB
IO
N
A
NI
S
U
.Z
.
F.
A
IB
H
-B
IS
M
IA
F
0
Y1+2+3 (actual total)
Conditions:
• Estimation of 3rd year resources
Page 86
e-volution - roadmap for e-business implementation in Extended Enterprise
Man power and progress follow-up table (draft status on 15 April
2005)
- - - - - - - - - Man-Month (MM) - - - - - - - - - - -
Task/Subtask
(N°/title)
TOTALS
(Name/
abbrev.)
Actual
effort
(MM)
Planned efforts at start of period
(MM)
Partner
- - - - - - - Technical Progress % - - - - - - -
Deviation
(MM)
Planned
(%)
Year 3
Year 3
Year
(now)
Assessed* Deviation
(%)
(%)
Year 1
Year 2
Year 3
Total
Year 1
Year 2
Year 3
Total
Totals
a
b
c
d
a1
b1
c1
d1
d1-d
IAF
32,00
13,00
12,00
57,00
32,30
20,80
19,50
72,60
15,60
100%
127%
27%
M-Bis
3,20
10,10
1,20
14,50
5,20
10,50
4,00
19,70
5,20
100%
136%
36%
IBH
11,00
5,00
5,80
21,80
12,30
5,19
4,70
22,19
0,39
100%
102%
2%
F.A.Z.-Institut
7,24
5,83
6,93
20,00
9,40
4,53
6,15
20,08
0,08
100%
100%
0%
UNISA
20,30
18,60
6,60
45,50
21,20
21,80
13,00
56,00
10,50
100%
123%
23%
Cybion
4,70
2,10
4,00
10,80
3,00
3,00
5,70
11,70
0,90
100%
108%
8%
Altec
12,84
26,33
7,83
47,00
13,00
21,75
19,16
53,91
6,91
100%
115%
15%
TEC
7,50
4,30
3,60
15,40
5,80
3,09
5,18
14,07
-1,33
100%
91%
-9%
WINI
6,30
2,00
5,20
13,50
6,30
2,00
5,40
13,70
0,20
100%
101%
1%
Veyhl
2,30
1,40
4,30
8,00
1,50
1,54
3,70
6,74
-1,26
100%
84%
-16%
Graphicolor
1,00
1,60
0,10
2,70
1,00
1,43
0,60
3,03
0,33
100%
112%
12%
Plastifoto
0,00
0,00
0,00
0,00
0,00
0,00
0,00
0,00
0,00
Vision
1,00
0,70
0,10
1,80
0,60
0,60
0,15
1,35
-0,45
100%
75%
-25%
EMEC
1,30
1,30
0,00
2,60
1,60
0,70
0,00
2,30
-0,30
100%
88%
-12%
Altro Studio
1,55
1,05
0,00
2,60
1,30
0,70
0,00
2,00
-0,60
100%
77%
-23%
TOTAL
112,23
93,31
57,66
263,20
114,50
97,63
87,24
299,37
36,17
100%
114%
14%
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Conditions:
• Estimation of 3rd year resources
Page 87
e-volution - roadmap for e-business implementation in Extended Enterprise
Review of total project cost situation (draft status on 15 April 2005)
Budget overview (%) year 3
100%
100% equal to Y3 (planned total)
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
IAF
M-BIS
IBH
F.A.Z.
UNISA
Y3 (planned)
CYBION ALTEC
Y3 (actual)
TEC
WINI
Y1+2+3 (planned total)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Veyhl
GPC
Plasti
VISION
EMEC
ALTRO
Y1+2+3 (actual total)
Conditions
• Pending 2nd period cost
statement analysis process after
modifications
• Estimation of 3rd year costs
Page 88
e-volution - roadmap for e-business implementation in Extended Enterprise
Review of total project cost situation (draft status on 15 April 2005)
Budget overview (€) year 3
450.000,00 €
400.000,00 €
350.000,00 €
300.000,00 €
250.000,00 €
200.000,00 €
150.000,00 €
100.000,00 €
50.000,00 €
Y3 (planned)
Y3 (actual)
Y1+2+3 (planned total)
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
O
AL
TR
EM
EC
O
N
VI
SI
i
as
t
Pl
G
PC
hl
Ve
y
W
IN
I
TE
C
TE
C
AL
C
YB
IO
N
A
NI
S
U
.Z
.
F.
A
IB
H
-B
IS
M
IA
F
0,00 €
Y1+2+3 (actual total)
Conditions
• Pending 2nd period cost
statement analysis process after
modifications
• Estimation of 3rd year costs
Page 89
e-volution - roadmap for e-business implementation in Extended Enterprise
Project’s budget follow-up table (draft status on 15 April 2005)
Table 3: Budget Follow-up Table
ACTUAL COSTS (EUR)
Total Pct. Spent (%)
Year 1
Year 2
Year 3
Total
Year 1
Year 2
Year 3
Remaining
Budget
a1
b1
c1
e1
a1/e
(a1+b1)/e
(a1+b1+c1)/e
e-e1
BUDGET
PARTNER
Cost Category
e
TOTAL
1.290.926,00 €
502.843,89 €
289.291,02 €
417.439,33 €
1.209.574,24 €
39%
61%
94%
81.351,76 €
804.431,00 €
314.722,78 €
176.146,33 €
259.637,90 €
750.507,01 €
39%
61%
93%
53.923,99 €
2.095.357,00 €
817.566,67 €
465.437,35 €
677.077,23 €
1.960.081,25 €
39%
61%
94%
135.275,75 €
146.230,00 €
43.339,29 €
38.186,48 €
36.865,45 €
118.391,22 €
30%
56%
81%
27.838,78 €
Durable Eqmt.
31.913,00 €
3.295,35 €
6.026,21 €
5.054,33 €
14.375,89 €
10%
29%
45%
17.537,11 €
Consumables
20.276,00 €
90,00 €
402,07 €
2.000,00 €
2.492,07 €
0%
2%
12%
17.783,93 €
Subcontracting
98.469,00 €
70.000,00 €
1.621,40 €
26.999,00 €
98.620,40 €
71%
73%
100%
-151,40 €
0,00 €
0,00 €
0,00 €
26.540,46 €
26.540,46 €
0%
0%
0%
-5.632,85 €
0%
0%
0%
-5.632,85 €
2.392.245,00 €
934.291,31 €
506.040,66 €
774.536,47 €
2.214.868,44 €
39%
60%
93%
166.110,86 €
Labour
Overheads
Labour+Overheads
Travel
Other
-5.632,85 €
Adjustements
Total
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Com
-26.540,46 €
Conditions
• Pending 2nd period cost
statement analysis process after
modifications
• Estimation of 3rd year costs
Page 90
e-volution - roadmap for e-business implementation in Extended Enterprise
Reimbursement of funding from contractors in April 2005
GPC, Vision, EMEC
Altro Studio
• Total payments are higher than 85%
cut-off figure and even higher than
calculated total funded budget, as a
result of 2nd contract amendment.
• Total payments are higher than 85% cut-of
figure, as a result of 2nd contract
amendment.
• According to the Annex II of the Contract, Article 3(4), the
Coordinator sent request with time limit (invoice) by
registered letter to the contractors to reimburse the
difference, as directed by the Commission’s Contract Unit.
• The reimbursed funding will be hold by the Coordinator in
trust until final payment.
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
Retention of partner funding
1st payment
• Partners IBH and Plastifoto reach 85% cut-off figure
• Retention of funding by Coordination and held in trust
until final payment
2nd payment
• Partners UNISA reaches 85% cut-off figure
• Retention of funding by Coordination and held in trust
until final payment
• Partner IBH, due do negative payment balance, is now
below 85% cut-off figure
• Retention from 1st periodic payment is offset against
negative 2nd payment balance
• Still negative 2nd payment balance is charged by the
Coordinator to pay other partners
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
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e-volution - roadmap for e-business implementation in Extended Enterprise
1st and 2nd periodic payments
1st payment
• Coordinator gives advance payment to partners FAZ, TEC, GPC and Altro
Studio (negative payment after costs modification and deduction of 20% of
Commission’s advance payment) on the assumption that cost will be finally
accepted and payment from the Commission is done
• Negative payment balance of partners FAZ, TEC and GPC is offset against
additional Commission payment in 2nd round
• Altro Studios costs are accepted in 3rd round by not paid by the Commission
because no interim payment of less than 10 T€
• Advance payment from Coordinator to Altro Studio is still not refunded
2nd payment
• Coordinator offsets his advance payment to Altro Studio from 1st payment
against 2nd payment
• Negative payment balance of partners IBH, FAZ, TEC (costs modification
and deduction of about 40% of Commission’s advance payment): request for
reimbursement of funding to the Coordinator to held funding in trust
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Page 93
e-volution - roadmap for e-business implementation in Extended Enterprise
Summary of the amounts transferred from coordinator to the contractors
Name of
Contractor
IAF
M-BIS
IBH
FAZ-Institut
UNISA
Cybion
ATEC
TEC
WINI
Veyhl
Graphicolor
Plastifoto
Vision
EMEC
Altro Studio
Totals
Advance:
amount
168.772,00
0,00
64.065,00
64.205,00
116.604,00
30.000,00
25.450,00
28.639,00
14.000,00
12.000,00
0,00
7.000,00
11.000,00
7.000,00
date
€
€
€
€
€
€
€
€
€
€
€
€
€
€
548.735,00 €
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
17.06.2002
15.04.2003
Period: 1
amount
05/02-04/03
date
23.604,24 €
72.073,55 €
05.12.2003
05.12.2003
121.323,42 €
6.509,92 €
46.583,65 €
23.12.2003
23.12.2003
23.12.2003
12.124,14 €
5.701,15 €
05.12.2003
05.12.2003
913,75 €
2.194,50 €
2.525,00 €
23.12.2003
23.12.2003
23.12.2003
293.553,32 €
Period: 1
amount
05/02-04/03
date
92.643,97 €
08.04.2004
61.324,93 €
08.04.2004
4.080,46 €
08.04.2004
22.750,98 €
11.510,46 €
08.04.2004
08.04.2004
936,19 €
08.04.2004
900,00 €
08.04.2004
194.146,99 €
Period: 2
05/03-04/04
amount
15.107,96
26.545,93
-1.775,49
-154,29
650,58
7.816,68
49.244,95
-2.699,15
827,71
4.139,56
-2.696,24
0,00
-3.232,60
-6.088,20
-17,25
Total
date
€
€
€
€
€
€
€
€
€
€
€
€
€
€
€
87.670,15 €
15.04.2005
15.04.2005
15.04.2005
15.04.2005
15.04.2005
15.04.2005
15.04.2005
276.523,93
50.150,17
134.363,06
125.375,64
238.578,00
18.407,06
125.828,60
45.501,83
53.101,31
23.840,71
10.239,95
913,75
5.961,90
8.336,80
6.982,75
€
€
€
€
€
€
€
€
€
€
€
€
€
€
€
1.124.105,46 €
Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)
Page 94