Service Engineering - University of Pavia Concept, structure, and research topics gianmario.motta@unipv.it www.unipv.it/ingegneria Service Engineering - agenda Introducti on Service Engineeri ng curriculu m Business Analysis Class Science & Technology IE People & Culture A1 A3 O R Business Models & Processes A4 A2 Service Engineering MS in University of Pavia - 081125 2 Service Engineering as a discipline SSME Science & Technology SE Pavia People & Culture • • • Manifesto of SSME (Service Science Management and Engineering): Communications of ACM (July 2006) Convergence of Business/ Management, Engineering and Sociological Disciplines From 2005-2006 SSME majors & minors worldwide – – – • Business Models & Processes Asia Pacific USA & Americas Europe University of Pavia : first major in Europe (Service Engineering MS) with an Engineering orientation Service Engineering MS in University of Pavia - 081125 3 University of Pavia : the structure Humanities Medicine Math & Natural Sciences Environment Pharmacy Construction & Architecture Engineering : 3,2k students & 200 professors Political Sciences Musicology Economics Law Engineering Services Science established in 2006 1st Services MS in UE Award by IBM 2006 Mechanical “Information Class” Electronic Bio Service Engineering MS in University of Pavia - 081125 Informatics Services 4 University of Pavia • Located at 30 km from Milan (40 minutes drive) • Born as Studium in 9th century • Founded in 1361 by Gian Galeazzo Visconti Duke of Milan • Excellence in Natural Sciences Milan – G. Cardano (cubic equations, cardanic suspension, medicine) – A. Volta (Battery, Electricity) – C. Golgi (Neuron theory, 1906 Nobel prize) Pavia • Over 20k students Service Engineering MS in University of Pavia - 081125 5 Service Engineering - agenda Introducti on Service Engineeri ng curriculu m Business Analysis Class Science & Technology IE People & Culture A1 A3 O R Business Models & Processes A4 A2 Service Engineering MS in University of Pavia - 081125 6 Services Engineering curriculum : requirements MS -Services Engineering (2 years and 120 credits ) Bachelor (3 years and 180 credits ) Zero-debt Variable-debt No access • Information Engineering • Information class (Bio, Electronics): small debts • Undergraduate Engineering • Undergraduate Computer Science • Economics • Humanities • Other scientific Bachelors Service Engineering MS in University of Pavia - 081125 7 Service Engineering curriculum: structure of classes (2008) Core Classes Business / Service Engineering (45) IT Foundations (25) Math & Elective Classes (20) Thesis (30) Business Analysis (10) Software Engineering (5) Numerical Methods (5) Thesis Design of Digital Services (10) Data Base Design (5) Data collection & analysis techniques (5) Final classes or internships or ECDL certifications Enterprise Systems (10) Network Architecture(5) An elective class in Math (5) Control Systems (5) or elective class Hardware Architecture (5) An elective class (free choice) (5) Organization Theory (5) Multimedia Tech & Systems (5) Total credits : 120 Duration: 2 years (4 semesters) Innovation Economics (5) Service Engineering MS in University of Pavia - 081125 8 Service Engineering curriculum: classes (list) SEM 1 - Foundations 1. 2. 3. 4. 5. 6. Organization Theory Data Base (advanced) Sw Engineering (advanced) Multimedia Technologies and Systems Numerical Methods Data collection and analysis techniques SEM 2 - Analysis & design 1. Business Analysis 1 2. Enterprise Systems 1 3. Design of Digital Services 1 4. Hardware architecture LS 5. Elective class A (see) 6. Elective class B (see) SEM 3 - Analysis & design 1. Business Analysis 2 2. Enterprise Systems 2 3. Design of Digital Services 2 4. Innovation Economics 5. Computer Networks 6. Elective class (see C) SEM 4 - Thesis 1. Stages and certification on choice (EUCIP Base / Elective certification, Regulation etc.) 2. Dissertation Service Engineering MS in University of Pavia - 081125 9 Services Engineering: “Business Analysis” Business Analysis 1 - AS-IS 1. Business process mapping 2. Business performance analysis 3. Systemic diagnosis 4. Systemic design to be • • Started in 2003 in Politecnico as Business Process Analysis Lab Politecnico of Milan (Industrial Engineering) – – • Service processes: SCM Processes: 1.800 students (2003 to 2008) 200 students (2003 to 2005) Pavia & Mantua (Service Engineering) – • Business Analysis 2 - TO-BE 1. Information requirements modeling (UML and other) 2. Solution prototyping Business Analysis: 70 graduate students (2006 to 2008) International cooperations : – I-School (University of Syracuse, USA) : Undergraduate and graduate Business Process Analysis Service Engineering MS in University of Pavia - 081125 10 Services Engineering: “Enterprise Systems” Enterprise Systems 1: CRM •CRM building blocks and architecture of Siebel platform •Sales and contact centre transactions (team work) •CRM analytics : case study Enterprise Systems 2: ERP & SCM •ERP building blocks and architecture of the SAP platform •Software selection: case study •Fit-gap analysis & prototyping (team work) Service Engineering MS in University of Pavia - 081125 11 Services Engineering: “Design of Digital Services ” Module 1 Business services • Conceptual foundations and service case-studies • Project assignment : design and prototype a real life service • Lectures/ case studies on design phases • Feasibility and project roadmap • Prototype and discuss project Module 2 Service control systems • IT and Business Service Monitoring Systems • Main methodologies for IT sign : ITIL and alike • Lectures and case studies on design phases • Assessment of feasibility and design project roadmap • Prototype and discuss project Service Engineering MS in University of Pavia - 081125 12 Services Engineering: “Management Information Systems ” • Foundations – – – – – – Planning & Control Systems: Architecture & Processes Budgeting Management Reporting Design roadmap of Control Systems Activity Based Costing (ABC) Survey of DSS & BI platforms • Practicum: assignment of a Corporate Management Control System: – Lab 1 – Develop & implement a multidimensional control model – Lab 2 – Design & implement a reporting system Service Engineering MS in University of Pavia - 081125 13 Service Engineering curriculum: elective classes • A Classes (foundations) 1. Optimization 2. A class on Math • B Classes 1. Management Information Systems 2. Industrial Automation 3. Artificial Intelligence in Health Care • C Classes 1. 2. 3. 4. 5. 6. Man machine interaction Relational Marketing Innovation Management Service Economics DSS for Health Care Free choice • D Classes 1. EUCIP Base Certificate 2. EUCIP Elective Certificate for Business Analyst or Information System Analyst 3. Regulations for professions 4. Design, management and production of goods and services 5. Management techniques for self employed jobs 6. Manufacturing Processes and Organization 7. Design lab Service Engineering MS in University of Pavia - 081125 14 Service Engineering curriculum : teaching approach • LEAR Recursive approach LEAR – L- Lecture • Professors illustrates concepts & case examples Lecture Exercise Business Analysis • Professor shows how to use concepts by exercises – A-Assignment • Professor assigns analysis or design tasks on a given case study • Student teams develop a deliverable (homework) Digital Services Enterprise Systems Control Systems Review – E- Exercise – R- Review Assignment • Student teams present a draft in a plenary session and/or in face to face meeting • Professor reviews the draft • Student teams finalize the draft according to recommendations Service Engineering MS in University of Pavia - 081125 15 Service Engineering curriculum : evaluation schema (core classes) • The evaluation framework sums – 1/3 the value of the team work that has been reviewed during the class in terms of Evaluation 1/3 Team output 1/3 Individual output 1/3 Foundations • • • • Completeness Consistency Creativity Format and editing – 1/3 the contribution of the individual student: the student should show to know the work made (individual output) – 1/3 the comprehension of the principles used in the project (foundations) Service Engineering MS in University of Pavia - 081125 16 Service Engineering - agenda Introducti on Service Engineeri ng curriculu m Business Analysis Class Science & Technology IE People & Culture A1 A3 O R Business Models & Processes A4 A2 Service Engineering MS in University of Pavia - 081125 17 Business Analysis: Role of case studies • – Raw material for analysis of business processes – Based on research on an industry (e.g. finance) – Monomyth i.e. story of a customer or a manager experiencing the process phases – Overall background also for process drivers and performances – Integrated by further research by students on public sources Exercise Lecture Case Study Review Cases studies Assignment • Students produce deliverables that document each analysis and design phase Service Engineering MS in University of Pavia - 081125 18 Business Analysis Structure of syllabus and deliverables TO-BE Design AS-IS Analysis Enterprise Process Mapping Business performances AS-IS Business Analysis 2 Deliverable 1 Deliverable 2 Benchmarking Process organizational drivers AS IS Design of the solution TO BE Deliverable 3 TO-BE Design (JBOSS targeted) Business Analysis 1 Business Process Flow Use cases Deliverable 5 Class/ Database Design GUI Design Prototype Deliverable 6 Deliverable 4 Design of project TO BE Service Engineering MS in University of Pavia - 081125 19 Business Analysis: List of case studies Supply Chain Management Management of service chains Manufacturing Utilities & miscellaneous Financial services Healthcare 1. MTS - “Lab chair” (furniture) 2. MTS – “Pirelli Cable” 3. ETO “Waterstar” (Pumps) 4. ETO “Elevator2” 1. “Elevator 1” Customer Care 2. “Super Energy” Customer management in power utilities 3. “Dreamtour” tourism management 1. “Super Banca” Mortgage loans 2. “Colibrì” Insurance Subscription 1. “Radiologia” Service to patient 2. “Lab Analisi” : internal operations Service Engineering MS in University of Pavia - 081125 20 Business Analysis 1 : Deliverable 1 Map of business processes Mngt processes Primary processes Support processes Enter Reques t 2. Enterprise level/b • Breakdown & specialize the target enterprise process to CRASO processes. • Focus the target process • Structure chart (UML) • Comments needed • • • Confir m& Deliver Fulfill request Pick from autom ated wareh ouse Pick form manua l wareh ouse Search on shelves 1. Enterprise level: business process portfolio (T- Model) • All primary & support processes • Comments needed Pick from wareho use Deliver Select cell Pick from cell Unload on AGV 3. Process level Breakdown & specialize the target process to elementary business activities Comments Service Engineering MS in University of Pavia - 081125 21 Business Analysis 1 – Deliverable 1 the CRASO concept • A business process is end-toend and exists only with a client • This concept is summarized by the CRASO definition: Customer A3 A1 Output Request A4 A2 S1 … Sn – C – Customer – R - Request made by customer – A – Activities performed to produce and deliver the output – S – Organizations which cooperate in the process chain – O – Output delivered to the customer (physical or virtual) Service Engineering MS in University of Pavia - 081125 22 Business Analysis 1 - Deliverable 2 Business performances AS-IS Analysis scope: which KPI, stakeholder, processes are analyzed (2-3 pages ) KPI cards(10) Cards should comment performance values Where quantitative value impossible, use quality scales Enterprise CSFs: about 5, strategic & measurable (2–3 pages) KPI robustness assessment Comments on robustness (2-3 pages) KPI selection from the standard grid (10 in total and at least 2 for each stakeholder) Cross KPIs with CSFs Sustainability assessment Comments on balance / unbalance of performances (23 pages) Service Engineering MS in University of Pavia - 081125 Benchmarking Comments on the sample, research finding and gaps versus the case (510 pages ) 23 Business Analysis 1 - Deliverable 2 Stakeholder view of performances (HIGO) Performance metrics Manager Customer 1. 2. 3. Production unit cost Productivity Usage / workload 1. Customer access / acquisition unit cost 2. Customer use cost Flexibility & speed 1. 2. 3. 1. 2. Execution unit cost Preparation effort Process duration Activity timeliness Resource flexiblity 1. Response time 2. Response timeliness 3. Vendor flexiblity 1. Worker Stakeholder classes Cost 2. 3. Technology response time Technology timeliness Activity & technology flexibility Quality & satisfaction 1. 2. Spec conformity of service and products Technology dependability 1. Expectation conformity of the service 2. Service dependability 3. Customer satisfaction 1. 2. 3. Expectation conformity of work / work environment Technology dependability Employee satisfaction • & (Performance metrics, stakeholder classes) • Same metric but different meanings for different stakeholders: – Cost to manager = resources consumed – Cost to customer = price + effort / time needed – Cost to worker = effort required to perform tasks Service Engineering MS in University of Pavia - 081125 24 Business Analysis 1 – Deliverable 3 – Business driver analysis AS-IS 1. Assessment scope The scope is the same as the one of the analysis of performances: anyway specific elements should be stated 2. Analysis of drivers 3. Summary 4. Appendixes Choose from the checklist applicable rationales Management summary on : Document assessment of each driver 1. Critical areas All you want to add to support the evaluation : statistical analysis, fishbone nalysis etc. 1 Activities 2. Improvement areas 3. Grid of drivers 2 Organization 4. Conclusions 3 Skills 4 Rewarding and planning system 5 Technology strategy Service Engineering MS in University of Pavia - 081125 25 Business Analysis: Deliverable 3 Business driver analysis framework Output design Control variables Workflow Sequence Rules Reward & control System Control lifecycle Control technology Enterprise structure Organization Application architecture Work organization Process ownership Computer Architecture IT Process / Job Skills Skills Knowledge & Education System Data Architecture Performances & security Context factors & cost Workload Service Engineering MS in University of Pavia - 081125 26 Business Analysis: Deliverable 3 – Business driver analysis framework • WORKFLOW ANALYSIS CHECK LIST – Value of activities • Does the activity add value to the output? • Is the activity designed to obtain the output the customer asks for? • xxxxxx – Value of business rules Checklist to analyze framework variables • xxxx • xxxx – Value of process design • Xxxx • xxxx Service Engineering MS in University of Pavia - 081125 27 Business Analysis: Deliverable 3 – Analysis of activity value: example Variable analyzed Solution guidelines e.g. Activities value You explain how the problem can fixed As-is Diagnosis Flow of the process You explain why a given activity is not optimal according to a rationale (e.g. does not add value) The analyst maps the as-is flow Activities commented are put into evidence (e.g. in yellow) Service Engineering MS in University of Pavia - 081125 28 Business Analysis 1 - Deliverable 4 – Design of the solution Business Vision Key points of each solution proposed (c) Vision (a) Activities Solution 1 (b) Organization Solution 2 Competences Reward and control systems Technology Comparison of solutions Impact on performances Project duration Change impact Budget Management commitment Etc. Conclusions Recommendations (a) indicates the contribution to the corporate strategy and competitiveness (b) shows how each alternative can realize improvements and overcome critical points identified in the diagnosis (c) the analyst uses whatever modeling he wants Service Engineering MS in University of Pavia - 081125 29 Business Analysis 1 - Deliverable 5 – Design of the project (+ info requirements) Business Impact Project design (multiview framework) Information Requirements (a) Competitive impact PBS Activity Diagrams Financial Impact OBS Information Classes (b) WBS & GANTT Assembly Lines & Use Cases Organizational impact Project risk (a) in Polytechnic of Milan produced by an integrated class; in Pavia replace the deliverable on project design (b) Information classes will be based since 2008-2009 to SIRE approach (Strategic Information Requirements) (c) To be replaced by Goal Oriented Methodology GUI (c) Service Engineering MS in University of Pavia - 081125 30 Business Analysis 1 - Deliverable 5 – Multiview framework of projects Project checkpoints Issue Management Activities planning & Control Project cost control Communications Change management Configuration management Application sw project Requirements collection & refinement Application development & testing User test and adption IT architecture project Requirements collection & refinement Hw Installationion & Test Hw diffusion Chiusura del progetto Approvazione del progetto Quality assurrance SW Maintainance Architecture Evolutuon Organizational project Analysis and design of processes Change management Service Engineering MS in University of Pavia - 081125 31 Business Analysis: deliverable 5 Elicitation of information requirements (framework) Business Process Structure Architecture & Hierarchy Business Process Flow Functional Requirements Activity Diagrams Assembly lines Presentation Objectives Presentation Modeling (GOA) Strategic Info Requirements SIRE Strategic Info Requirements Presentation / Navigation Req. IDM diagrams Use Case DB Modeling GUI ER + R Diagrams Service Engineering MS in University of Pavia - 081125 32 Business Analysis: summary 1. Define sustainable performances (performance analysis) process 2. Design a sustainable business process (organizational driver analysis) 3. Design a performing system (UML analysis) SELECT BOOK (CUSTOMER) BUY BOOK (CUSTOMER) SEND BOOK (WAREHOUSE) DELIVER BOOK (POST OFFICE) Workflow Structure HR Performance operator L O GI N S E L E C T B O O K SHOW ORDER STATUS ACCE PT CUST OMER SEN D ENT ER DELI VER Y BUY PICK CATALOG customer ORDERS Planning & Rewarding ICT BOOK INVENTORY DELIVERIES CUSTOMER DATA Analysis & definition of business process performances for • Management • Customer • Worker Definition of a sustainable configuration of • Workflow • Organization structure • Skill (HR) • Reward and planning • Technology Service Engineering MS in University of Pavia - 081125 Information requirements • Business process architecture & flow • Presentation / GUI • Data • Use Case 33 Service Engineering - appendix Research topics Publications BT for BP design Research Area Perromamances HIGO IT strategy Reward and control system Skill Data SIRE Organization Structure Presentation GOA + Logical Model Workflow Service concept and objectives Business process PIM Telecom Italia (partial) for IT Strategic Planning Consultancy organization for DMS / KMS Knowledge base HIGO 2 / FP7 Service Engineering MS in University of Pavia - 081125 35 Research Area: HIGO 2 Service Engineering MS in University of Pavia - 081125 36 HIGO 2 : Metamodel • Business Process KB metamodels have been developed e.g. MIT Process Handbook • HIGO introduces both performance and stakeholder perspectives • Also integrates the SLA concepts • Navigation is supported by a web application and an Eclipse plug-in Service Engineering MS in University of Pavia - 081125 37 HIGO 2 : Screen MENU BAR TOOL BAR PALETT E EDITOR VIEW Navigation by Specialization & Decomposition NAVIGATION VIEW OUTLINE VIEW PROPERTY VIEW Service Engineering MS in University of Pavia - 081125 38 Aggregated Business Entities ABE+ • • • The term ABE was firstly used in eTOM SID for the telco domain ABE+ develops a complete methodology and provides a CROSS INDUSTRY NORMATIVE REFERENCE MODEL It answers key issues: – What information business really needs? – How has been information computerized? • Current activities – ABE+ CAD tool prototype – ABE+ Web Repository of Best Practice Pattern – ABE+ Handbook (to be translated in English) Service Engineering MS in University of Pavia - 081125 39 ABE+ : CAD tool prototype Service Engineering MS in University of Pavia - 081125 40 Goal Oriented Analysis A real life example S = Structure C = Content A = Access N = Navigation P = Presentation I = Interaction O = Operation Service Engineering MS in University of Pavia - 081125 41 Goal Oriented Analysis Goal Oriented Analysis (GOA) • Origin: AWARE & IDM (Paolini, Politecnico of Milano) • Our purpose – CASE Support – Transformation from conceptual to logical model (WEBML) • Potential benefits: Navigation Model (IDM) – Users say what they want not what they do – Easy communication – Combines easy conceptual representation of needs with robust logical design Service Engineering MS in University of Pavia - 081125 42 Other Research Activities ICT Portfolio • • • • ICT Portfolio is an application of the HIGO 2 and ABE concepts in the domain of service organizations Organizations operate hundreds of business services that are delivered by business processes Business process in turn use multiple IT applications A knowledge base on the relationships between IT applications, business processes and business services shortens the lead time to modification or innovation of business services Service Engineering MS in University of Pavia - 081125 43 Other Research Activities ICT Portfolio • The model includes three levels: – Service level – Business Process level – IT Process level • Each level is described by – Structure elements – Performance measures • The tool shows by a top down navigation what applications and systems are affected by any modification on services to end customer Service Engineering MS in University of Pavia - 081125 44 2008 Publications • 10th International Conference on Enterprise Information Systems, 12 - 16, June 2008,Barcelona, Spain – Strategic Information Requirements Elicitation - Definition of Aggregated Business Entities (Position paper) • International Conference on Business and Information, July 7-9, Seoul, S. Korea – Designing business processes for business performance: a framework – Performing Business Processes Knowledge Base: Best Paper Award • 20th World Computer Congress, September 7-10, Milan, Italy – ICT Portfolio: Mapping Business and ICT Services – Strategic Modelling of Enterprise Information Requirements • • • Editorship of WCC 08 Service Science proceedings Co-Editorship of IBM Service Science Reference book – Future Research Ongoing activities 2009: – Textbook on Enterprise Information Systems 3d edition ( Italian, Mc Graw-Hill ) – BAI 2009 Service Engineering MS in University of Pavia - 081125 45 Service Engineering - University of Pavia Concept, structure, and research topics Backup Services Engineering: “Business Analysis” • • • • • • • • • • • • 2003 Factory operations MTS (LabChair) 2003 Supply Chain Management (Pirelli-Cables) 2003 Elevator customer care (Elevator) 2004 Pumps ETO process (WaterStar) 2005 Elevator delivery process ETO (Elevator Company) 2004 Healthcare analysis lab 2005 Insurance subscription process (Colibrì) 2005 Transportation Maintenance Management (ATM) 2006 Healthcare service to patient (Radiology) 2007 Banking / mortgage loans (SuperBank) 2008 Utilities (Super Energy) 2009 Travel agent (customer operations) Service Engineering MS in University of Pavia - 081125 47 “Business Analysis” Architecture of topics IT focus Org focus As is Enterprise Process Maps Performances and Benchmark Organizational drivers IT positioning (strategic analysis) To-be Design of the solution Design of the project Analysis of presentation, business rules, data (UML extended) Highly tested class architecture: •Service Processes Politecnico of Milan (Industrial Eng) 1.800 students (2003 to 2008) •SCM Processes Politecnico of Milan (Industrial Eng) 200 students (2003 to 2005) •Pavia & Mantua (Service Engineering) 70 graduate students (2006 to 2008) Service Engineering MS in University of Pavia - 081125 48 Enterprise architecture Root: organization Leaf: business process Enterprise Level Business Process Level Business process architecture Root: business process Leaf : business elementary activity Business activity architecture Root: business activity Business Activity Level Leaf : action and/or use case Service Engineering MS in University of 49 Pavia - 081125 Management processes Strategic planning Management Control Business intelligence Purpose: to manage the organization Primary processes Production and delivery of organization’s services and products (value chain) Purpose : to serve customers Support processes Accounting Organizational resources management (HR, assets etc.) Business support services: IT, facilities management etc. Purpose: to support primary processes and comply with regulations Service Engineering MS in University of Pavia - 081125 50 Map of activities: generic example Pick from warehouse Enter Request Confirm & Deliver Fulfill request Pick from automated warehouse Pick form manual warehouse Search on shelves Deliver Select cell Pick from cell Service Engineering MS in University of Pavia - 081125 Unload on AGV 51