© 2005-2006 the athena consortium. active knowledge modeling of enterprises...

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© 2005-2006 The ATHENA Consortium.

Active Knowledge Modeling

of EnterprisesAthena_AKM_EM2_slides.V1.0

Dr. Frank Lillehagen

CEO AKM AS

2© 2005-2006 The ATHENA Consortium.

AKM Vision, Mission and Strategy

• The AKM Vision is to allow industrial practitioners to compose and manage services, and model-configure workplaces for services execution.

• AKM Mission is to develop AKM platforms, enabling cross-enterprise and interdisciplinary design collaboration

• Our strategy is to work in leading innovation projects with selected industries, harnessing leading knowledge, best practices and novel solutions

© 2005-2006 The ATHENA Consortium.

Integrated Product Life Cycle Models for MODULAR PRODUCT PLATFORMS

GOALSGOALS

MODULAR PRODUCT PROGRAMMODULAR PRODUCT PROGRAM

MARKET FLEXIBILITYMARKET FLEXIBILITY PRODUCT STABILITYPRODUCT STABILITY

MODULAR PRODUCTMODULAR PRODUCTMEANSMEANS

QQEE

Q Q LL EE

Harnessing Core Knowledge

Figure by courtesy of The Winquist Laboratory, Chalmers Technical University, Sweden

Bottom up modeling captures Voice of Technology

product characteristics

functions components

enterpriseknowledge

architecture

Bottom up modeling captures Voice of Technology

Bottom up modeling captures Voice of Technology

product characteristics

functions components

enterpriseknowledge

architecture

enterpriseknowledge

architecture

4© 2005-2006 The ATHENA Consortium.

Business Opportunity

• The collaborative business need– “Innovative design is the most competitive instrument of global

engineering and manufacturing”, says Peter Fingar

• The timing is right– Industry challenges remain unsolved, demands have exploded, other

technologies have failed and visual web-computing have matured

• Enabling industrial services– AKM and web technologies, enabling Model-configured solutions,

constitute a knowledge-sharing medium and layers of generic platforms and services

5© 2005-2006 The ATHENA Consortium.

AKM of Enterprises - Objectives

Learn how and what about:

Active or interactive knowledge models, supporting new approaches, methodologies and solutions to support innovative design

The approach to transfer static and fragmented information into active, sharable and reusable knowledge

Creating collaboration spaces of reusable knowledge constructs to involve SMEs and novices without IT investments and training

Integrating the enterprise by aligning knowledge worker views as models, model-configured solutions and workplaces

New approaches to solutions development, and new ways of creating workplaces and performing design and creative work

6© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Industrial Examples:

– Repeating some core modeling concepts– car seat heating and aircraft landing gear

• C3S3P Approach, – an AKM model focusing customer delivery

• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

7© 2005-2006 The ATHENA Consortium.

What is Active Knowledge Modeling?

Externalizing, sharing, discovering, harnessing and cultivating knowledge:

Models are created by experienced knowledge workers

Models and modeling languages evolve as work is performed

Models are composed of reflective views of many types

Representation of enterprise knowledge spaces: Enabling multi-dimensional modeling to handle complex dependencies

Developing and extending the Enterprise Knowledge Architecture

Enabling view types, role views, and user defined views

Based on a web platform supporting model management: Model-designed and -generated workplaces

Model-designed and -configured platforms and services

Model Designed Solutions – new approach to SD&SE

Social and organizational development Supporting user networking, and competence and skill management

Supporting human collaboration and coordination

Supporting on-the-job-training and individual and team role-play

8© 2005-2006 The ATHENA Consortium.

Value Propositions

• Unleash the power of IT to support creative work– Drive IT by pragmatics, competent people’s knowledge

– Compose customized business solutions from PLM, BPM, and SOA

– New approach to IT development, delivery and support

• Reduce product development lead time– Reuse and adapt existing knowledge and product structures

– Enable collaborative design and concurrent engineering

– Reduce re-work and change management

• Increase innovation– Facilitate knowledge capture and osmosis

– Implement visual collaboration spaces

– Power networked innovation across supply- and consumer-networks

9© 2005-2006 The ATHENA Consortium.

Benefits

• Cut IT costs dramatically, particularly for networked partnering

• Reduce time-to-market for products by 20 to 30 %,

• Support on-the-job training, preparing workers for more aggressive bidding

• Support goal-oriented team-working raising peoples motivation

• Increasing stakeholder involvement, user interactions and interoperability

10© 2005-2006 The ATHENA Consortium.

Industrial Challenges

Early design is poorly supported (by courtesy of CR Fiat)

11© 2005-2006 The ATHENA Consortium.

Activation

• Activation = Initiative + Interpretation + Action• Three ways

– Manual: The users interpret the model and act accordingly – Automatic: The system interprets and executes the model– Interactive: The users and the system cooperaet or share actions

• Who does what when? Who takes the initiative?

Automatic Manual

Reactive users Proactive users

Interactive

12© 2005-2006 The ATHENA Consortium.

What is Active Knowledge

1. Enterprise aspects are mutually dependent – ”knowledge spaces”

2. The real-world is role, task, information and view oriented

3. Most models are schemaes of diagrams, charts and ”calculus”, ie. no knowledge layers, no reflection, and no reuse

4. Workflow and time-dimension phases must be relaxed/expanded,

5. Present Systems Engineering do not handle multiple parameter sets and aggregation , se upper figure

6. Visual knowledge representation and properties are poorly understood

7. Learning, design and problem-solving use similar methods and have similar needs, se lower figure

8. Legacy systems are a barrier to interoperability and reuse, made worse by legacy thinking.

CC

EXEX

DD

KK

SS

IIMM

AKMAKM

© 2005-2006 The ATHENA Consortium.

Useful definition of KM

Creating Sustainable Competitive Advantage

through developing Competence &Skills

by ensuring continuous identification, acquisition, generation, harnessing and leveraging of Knowledge

Value

Work (Use of Competence)

Knowledge (In People, Documents and Tools )

© 2005-2006 The ATHENA Consortium.

Innovation Process

Resources

TimeDevelopment Implementation

ConcurrentDevelopment

No specificationchanges

Specifications Tested

Ideation Research Concept & Design

Knowledge Development Competence Development

NormaloperationsFacts

Substantiatedidea

Ad-hocgroup

Specialist-teams

Specialist-teams

Seniorgroup

Operations

CreativityKnowledgeDiscovery

ResourceCommitment

Adapted fromCoopers “Stage-Gate”, +++

15© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Industrial Examples:

– Repeating some core modeling concepts– car seat heating and aircraft landing gear

• C3S3P Approach, – an AKM model focusing customer delivery

• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

16© 2005-2006 The ATHENA Consortium.

Models and Containers

17© 2005-2006 The ATHENA Consortium.

POPS Dimensions

• The POPS dimensions– Product– Organization– Process – System/Infrastructure

• In a design situation a Process requires an Organization and a System to develop the Product– The process describes what to do – The organization provides the resources and the skills– The system provides the services required

18© 2005-2006 The ATHENA Consortium.

Templates and Meta-models

19© 2005-2006 The ATHENA Consortium.

Mutually Reflective Views

Product

Org

ani-

zatio

n

Complex relationships,

tasks, decisions

Process

Syste

m

• An object in one view will have reflections in other dimensions– No orthogonal, layered meta-hierarchy– No difference between modeling and metamodeling

• View connections and dependencies are designed or automatically created

• Types and kinds of views for each design role

• A content view for role A may be a definition view or functional view for role B

20© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges

• Core Modeling Concepts• Industrial Examples:

– Repeating some core modeling concepts– car seat heating and aircraft landing gear

• C3S3P Approach, – an AKM model focusing customer delivery

• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)

• AKM Platform and Service layers– Model-configured, user-composed platform services

• AKM Concepts and Principles,– Supporting innovative design

• Q and A and evaluation (portal)

21© 2005-2006 The ATHENA Consortium.

AKM’s shown in the Seminar

Models Kongsberg Automotive AB (KA)• Scaffolding Model to illustrate approaches to introduce AKM• Solution Model, focusing Requirements Handling and agreed

purpose of the models• Scenario Model, piloting Material Specification etc. to illustrate

the applications of executable task-patterns

• CPPD Methodology Model to illustrate what is involved in terms of methodologies and services for customer adaptation and extension

Models from other sources, Athena and AKM• Collaboration Space Model from the Athena project to

illustrate platform and services for formation and use• AKM Approach Model from AKM to illustrate the steps of

introducing and delivering AKM solutions to industry

22© 2005-2006 The ATHENA Consortium.

Kongsberg – Scaffolding Model

23© 2005-2006 The ATHENA Consortium.

Kongsberg – Innovation Process

24© 2005-2006 The ATHENA Consortium.

Kongsberg – Product Structures

25© 2005-2006 The ATHENA Consortium.

Kongsberg – Seat Heating Design

26© 2005-2006 The ATHENA Consortium.

Seat Heating Solution

27© 2005-2006 The ATHENA Consortium.

Holistic Design Approach

28© 2005-2006 The ATHENA Consortium.

Supporting Collaborative Design

• Design requires support for– Instance-driven modelling– Designer-managed meta-data– Strong viewing and presentation capabilities– Model and view comparison, merging, alignment and

differentiation– Parameter-structure propagation and aggregation to manage

values– Concurrently working on alternative solution models

• Concurrency requires support for– New ways of supporting work management– Task definition, monitoring, assignment, execution and

management– Service-team organizations– Managing multiple types and kinds of views

29© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Core Modeling Concepts• Industrial Examples:

– car seat heating and aircraft landing gear• C3S3P Approach,

– an AKM model focusing customer delivery• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

30© 2005-2006 The ATHENA Consortium.

The Delivery Process

Start Approach Model!

31© 2005-2006 The ATHENA Consortium.

Top-Down Modeling of DP

Start C3S3P Model

32© 2005-2006 The ATHENA Consortium.

Operational Knowledge Architectures

• A common framework (model) for reusing sub-models across networks

• Clearly defined ownership of each model and main variants

• Clearly defined links to support:– Sub-model inclusion– Clearly defined ownership to cross-model relationships

• Common views for analysis and presentation:– Handling overlapping and conflicts– Achieving simplification and reuse

33© 2005-2006 The ATHENA Consortium.

Modeling Architecture

Each container represents a sub-model

Relationships imply sub-model inclusion

34© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Core Modeling Concepts• Industrial Examples:

– car seat heating and aircraft landing gear• C3S3P Approach,

– an AKM model focusing customer delivery• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

35© 2005-2006 The ATHENA Consortium.

The CPPD Methodology

36© 2005-2006 The ATHENA Consortium.

Intelligent Product Structures

37© 2005-2006 The ATHENA Consortium.

Customer Solution Model

38© 2005-2006 The ATHENA Consortium.

Project Collaboration Space

39© 2005-2006 The ATHENA Consortium.

The EADS Athena Use-Case

40© 2005-2006 The ATHENA Consortium.

EADS Use-Case Solution

41© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Core Modeling Concepts• Industrial Examples:

– car seat heating and aircraft landing gear• C3S3P Approach,

– an AKM model focusing customer delivery• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

42© 2005-2006 The ATHENA Consortium.

The GUI’s of the AKM Platform

43© 2005-2006 The ATHENA Consortium.

States of Process Tasks

44© 2005-2006 The ATHENA Consortium.

Product-structure Components

45© 2005-2006 The ATHENA Consortium.

Work performance – Task execution

46© 2005-2006 The ATHENA Consortium.

Customizing Platform & Services

47© 2005-2006 The ATHENA Consortium.

Defining Workspaces

48© 2005-2006 The ATHENA Consortium.

AKM Technical Architecture

Metis Enterprise Server

Metis Enterprise Repository

Metis Team Server

Metis Repositories

Metis Client ToolsMetis Client Tools

Metis CollectionMetis Collection

Portal / Dashboard

Portal / Dashboard

Reporting System

Reporting System

Policy Management

Policy Management

Workflow Engine

Workflow Engine

Web InterfaceWeb Interface

Model DesignedPortal

Model DesignedPortal Event

CoordinationInterface

EventCoordination

Interface

View Management ServicesView Management Services

ExecutionServices

ExecutionServices

CustomerWeb Content and Services

CustomerWeb Content and Services

CustomerData Sources

CustomerData Sources

CustomerExecutionSystems

CustomerExecutionSystems

CustomerApplication Front-Ends

CustomerApplication Front-Ends

49© 2005-2006 The ATHENA Consortium.

Layered Service Architecture

Model- Driven Sector Solutions

Model-Driven Application Services

Model-Configurable User-Composable Platform Services

Service- Oriented Architecture (IT)

Task management

MUPS UI components

MUPS Service Wrappers

MUPS Configuration Architecture

Metis Enterprise Metis Client

IT Infrastructure: repositories, APIs

Collaborative Product and Process

Design, CPPD platform

CustomerSolutions

Pilots

Partners and customers extend the platforms on different levels,

filling different roles in the service team

organization, forming a software

supply chain

50© 2005-2006 The ATHENA Consortium.

MAPPER Service Architecture

Metis ClientTRMS

CURE

ConcertChat

Metis Enterprise

Metis Team

Model- Driven Sector Solutions

Model-Driven Application Services

Model-Configurable User-Composable Platform Services

Service- Oriented Architecture (IT)

Task management

Metis Enterprise web service plugin

Metis Enterprise configurable portal services

MAPPER WP5 web services

IT Infrastructure: repositories, APIs

MAPPER Enterprise Modeling

Methodology

CustomerSolutions

Automotive supplier pilots

MAPPER WP5HTML user services

Automotive manufacturer

pilot

ElectronicsSME pilot

MAPPER Portfolio

Management Methodology

MAPPER Collaborative

Learning Methodology

MAPPER Collaboration

Formation Methodology

Collaboration space

51© 2005-2006 The ATHENA Consortium.

Contents - Modules

• Welcome address• Motivation for AKM,:

- Value Propositions, Benefits, Industrial Challenges• Core Modeling Concepts• Industrial Examples:

– car seat heating and aircraft landing gear• C3S3P Approach,

– an AKM model focusing customer delivery• Coffee Break• CPPD Methodology,

– navigating a model (links to solution)• AKM Platform and Service layers

– Model-configured, user-composed platform services• AKM Concepts and Principles,

– Supporting innovative design• Q and A and evaluation (portal)

52© 2005-2006 The ATHENA Consortium.

Enterprise Knowledge Spaces

53© 2005-2006 The ATHENA Consortium.

Role Allocation and Activation

54© 2005-2006 The ATHENA Consortium.

Collaborative Product Structures

55© 2005-2006 The ATHENA Consortium.

Role views of Product structures

56© 2005-2006 The ATHENA Consortium.

EKA Approach to Meta-levels

57© 2005-2006 The ATHENA Consortium.

Property propagation using Aspects

58© 2005-2006 The ATHENA Consortium.

Views defined by Roles and Tasks

59© 2005-2006 The ATHENA Consortium.

Intelligent adaptive EM Language

60© 2005-2006 The ATHENA Consortium.

Inserting the AKM Layer

BusinessOperations

Architecture (BOA)

IT Architectures

BPMEnterprise models

MDA SOACOTS

Bottom-up, not business driven.Gap causes discontinuities

resulting in management nightmaresand lack of reuse

61© 2005-2006 The ATHENA Consortium.

AKM Layer Capabilities

BOA

EKA

ICT

BPMBusiness models

Execu-tabletasks

MDA SOA ASACOTS

Repository services

MUPSPOPS

EKA Services

Today: Many non-interoperable

reference models.

A multitude of perspectives and interlaced views

Layers of knowledge with many views for different purposes

Multitude of reference models must be

integrated into the knowledge architecture

Repository services are key to model-

designed solutions

Software architectures supporting

“plug-and-play”

62© 2005-2006 The ATHENA Consortium.

Partial Metamodels

63© 2005-2006 The ATHENA Consortium.

Big Models - Sub-Models

64© 2005-2006 The ATHENA Consortium.

View Models

© 2005-2006 The ATHENA Consortium.

For further models and materialks, visit:

www.activeknowledgemodeling.com

Qustions and Answers

66© 2005-2006 The ATHENA Consortium.

This course has been developed under the funding of the EC with the support of the EC ATHENA-IP Project.

Disclaimer and Copyright Notice: Permission is granted without fee for personal or educational (non-profit) use, previous notification is needed. For notification purposes, please, address to the ATHENA Training Programme Chair at rg@uninova.pt. In other cases please, contact at the same e_mail address for use conditions. Some of the figures presented in this course are freely inspired by others reported in referenced works/sources. For such figures copyright and all rights therein are maintained by the original authors or by other copyright holders. It is understood that all persons copying these figures will adhere to the terms and constraints invoked by each copyright holder.

Thank you for your participation !

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