© eurocris/keith g jeffery 1 mutual enhancement of cerif and project management systems mutual...

© euroCRIS/Keith G Jeffery 1Mutual enhancement of CERIF and project management systems

Mutual Enhancement of CERIF and Project

Management Systems

Keith G JefferyPresident

www.eurocris.org

Premium

Members


Structure

What is Project ManagementWhat is CERIFHow is mutual enhancement achieved


What is Project Management

(in our context)

The management of the:allocationgovernance (risk, ethics,…)

Of resources to meet the requiredquantityqualitytimescale

Of outputs of R&D


OutputsProducts

assets or services (may be prototype)includes software and datasets

Patentsregistered IP for exploitation through

products, services or licensingPublications…………..

Trained staff

peer-reviewed Open access

grey literature Restricted access


Resources

Background assetspre-existing products, patents,

publications, facilities, equipmentHuman capital

skills, motivation, effort available…Financial capital

for construction of assetsFinancial recurrent

for day-to-day expenses


Management

Allocationresource, time, quality/quantity3 interdependent variables

Governancerisk managementethicsaudit


Management

In four phases1. Planning and costing2. Prototyping, piloting, feasibility3. Executing, managing, monitoring4. Reviewing(with feedback loops)


Structure



CERIF

A formal model for research informationCreated by a group of nominated national expertsUsed increasingly widelyExtensible for local needsInteroperable (core)


PROJECT

ORGUNIT

Skills

CV

GeneralFacility

ParticularEquipment

ContactResults

PublicationResultsPatentResultsProduct

Service

FundingProgramme

Event

ClassificationPrize/Award

PERSON


Structure



Mutual Enhancement

We need to analyse(given that which we defined as required)

what exists in CERIFwhat could be added to CERIFand/orhow to interface CERIF to

systems with the required information and process capabilities


Mutual Enhancement: Outputs

Products √Patents √Publications √Trained staff √

*** missing*** notion of value X


Mutual Enhancement: Resources

Background assets (products, patents, publications) √(facilities, equipment) √

*** missing *** notion of value X Human capital

(person, skills, CV) √*** missing *** notion of effort utilised /value XFinancial capital

(new facilities, equipment) √*** missing *** purchase of other capital assets XFinancial Recurrent*** missing *** X


So what is missing in value

Outputs: (Price value)Product | Patent | Publication | Trained Staff value

Resources: (Cost value)Background assets: value Human capital: resource used on

project (time units and value)Financial capital: depreciated value used on projectFinancial recurrent: costs to project


Financial Information in CERIF

budget information linked to funding programme for :person, project, organisational unit, facility, event, product, patent, publication

price linked to organisational unit and to person for : facility, equipment, service

price linked to person for : skill


Temporal and Financial Information in CERIF

CERIF has date/time start-end in each linking relation, associated with roleThis could be used for project phases, deadlines

Similarly we could use budget attribute with associated role (classification) to give type of financial attribute (eg commit, spend…)


So in CERIF

We have the basic attributes to generate financial values and temporal values for resources (except background assets)

But not directly for outputs – here we need to agree the indicators

(we could calculate value of output from its resource costs but we really need external valuation)


Further Human capital: resource used on project

most organisations have a system for recording this as time units and converting to valueFinancial capital: depreciated value used on project

most organisations have a system for recording thisFinancial recurrent: costs to project

most organisations have a system for recording this


From CRIS2006 Paper

CRIS

Finance

Human Resources

Project Management

Publications

Patents

Products

WealthCreation

KnowledgeCreation

HumanCapital

Development

InnovativeIdeas


Output Indicators

Outputs value can be estimated:Product: market price / sales

volumePatent: licence incomePublication: citations / impactTrained Staff: skill price


Way Forward?

We could extend CERIF such that for each output or resource there are two values: cost (related to budget value) and price (related to output value)(implemented by different roles in the relation/link table?)Thus a patent can have a cost to a project and a price to a company wishing to use it


Thus

We could extend CERIF

And/orWe can interface a CERIF-CRIS to appropriate local management systems which reflect local management practices to gain more detailed information

And then integrate with a project management (allocation and tracking) system


Discussion(a) Whether or not to include(b) How much to include of this missing value information within the

CERIF-CRIS

AndIf we can define a standard interface from

CERIF to(a) finance, HR etc systems(b) Project management systems

DISCUSS

© eurocris/keith g jeffery 1 mutual enhancement of cerif and project management systems mutual...

Documents

eurocriskeith g jeffery

cerif andor

rd slide

required information

allocation governance

datasets patents

licensing publications

equipment human capital