Next Generation Roadmapping : Establishing Technology and Innovation Pathways Towards Sustainable Value

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Roadmapping is a structured visual approach for supporting strategic technology and innovation management, providing strategic navigational support (hence the “roadmap” metaphor) for technologists, designers, entrepreneurs, programme managers, executives, policy makers, other stakeholders involved in the formulation and implementation of strategy. This book brings together the latest developments in roadmapping, covering a range of practical issues and conceptual aspects. First, the book delves into the critical topic of strategic alignment within organizations, encompassing the interdependencies and synchronization of horizontal and vertical systems, connecting innovation priorities to strategic objectives, and the integration of key performance indicators. Then, the book concentrates on practical techniques and tools for roadmapping, including a template-based approach for technology venture funding. Social and digital aspects of roadmapping are explored, including workshop methods, considering how quantitative (analysis) and qualitative (expert) knowledge can be combined for improved strategic planning. Finally, a series of new case studies focusing on energy systems in Sub-Saharan Africa and Turkey illustrate the practical application of technology roadmapping and also provide useful insights. Roadmapping continues to evolve, as it is adapted to apply to new domains and strategic challenges, propagates to new sectors, and as new digital technologies such as AI emerge that radically affect strategy and innovation processes. The need for structured and engaging approaches such as roadmapping for navigating towards the future is essential.

Author(s): Tugrul U. Daim; Robert Phaal; Dirk Meissner; Clive Kerr
Series: Science, Technology and Innovation Studies
Edition: 1
Publisher: Springer Nature Switzerland
Year: 2023

Language: English
Pages: xvi; 361
City: Cham
Tags: Business and Management, general; Sustainable Development; Business Strategy/Leadership

Preface
Introduction to Roadmapping
Book Overview
Strategic Alignment in Organisations
Techniques and Tools for Roadmapping
Case Studies: Technology Roadmaps for the Energy Sector
References
Acknowledgment
Contents
Chapter 1: Roadmapping for Strategic Alignment, Integration and Synchronization
1.1 Introduction
1.2 Roadmapping for Strategic Planning and Foresight
1.3 Management Literature Revisited
1.3.1 Strategic Fit and Its Related Theories
1.3.2 Elements of Strategic Fit
1.3.2.1 McKinsey 7S Framework
1.3.2.2 ESCO Framework
1.3.3 Processes of Strategic Fit
1.3.3.1 SAM Framework
1.4 Discussion
1.5 Conclusions
References
Chapter 2: Technology Roadmaps as an Instrument for Operationalizing Innovation Strategies of Large Corporations
2.1 Introduction
2.2 Difficulties in Translating Innovation Strategies into Execution
2.3 Technology Roadmaps Addressing Challenges of the Innovation Strategy Implementation
2.3.1 Turning Strategic Goals into the Tasks of Innovation Projects
2.3.2 Prioritization of Innovation Projects Based on Transparent Criteria
2.3.3 Introducing Clarity on the Roles and Responsibilities Within Innovation Projects
2.3.4 Improving Transparency of External Partners’ Contribution in the Performance of Joint Innovation Projects
2.4 Conclusions
References
Chapter 3: Technology Roadmapping: KPI Management Process
3.1 Introduction
3.1.1 New Work SE
3.1.1.1 Petrol
3.1.1.2 Lime
3.1.1.3 Berry
3.1.1.4 Purple
3.1.1.5 Yellow
3.1.1.6 Kununu
3.1.2 Need for KPI Management Analysis
3.1.2.1 KPI Management
S.M.A.R.T KPI
KPI Documentation Template
Strategic Goal
Audience and Access
Key Performance Question (KPQ)
How Will and Won’t This Indicator Be Used?
Indicator Name
Data Collection Method
Assessment/Formula/Scale Criteria
Targets and Performance Thresholds
Data Collection Frequency
Data Reporting Frequency
Data Entry (Responsible Person)
Expiry/Revision Date
3.1.2.2 KPI Management at New Work SE
3.1.3 Thesis Objective
3.2 Theoretical Background
3.2.1 Key Performance Indicator
3.2.2 KPI Characteristics
3.2.2.1 KPI Catalogue
3.3 Methodology
3.3.1 Stakeholder Identification
3.3.2 Gap Analysis
3.3.3 Technology Roadmapping
3.3.3.1 Quality Function Deployment
3.3.4 Interview Questionnaire
3.4 Results
3.4.1 Interview Interpretation
3.4.2 Survey Results
3.4.2.1 Market Drivers
3.4.2.2 Product Features
3.4.2.3 Quality Function Deployment
3.4.2.4 Technology Roadmap
3.4.2.5 KPI Catalogue
3.4.3 KPI Parameter Definitions
3.4.3.1 KPI Definition
3.4.3.2 Description
3.4.3.3 Unit Measured
3.4.3.4 B2B or B2C
3.4.3.5 KPI Category
3.4.3.6 Technical Definition
3.4.3.7 Threshold Value (Upper and Lower)
3.4.3.8 KPI Owner
3.4.3.9 KPI Consumer
3.4.3.10 Usage/Update Frequency
3.4.3.11 Reporting Frequency
3.4.3.12 Link to All Dashboards Where the KPI Is Reported
3.4.3.13 Supporting KPIs and Metrics
3.4.3.14 Link to the Goal/Objective that the KPI Is Intended to Measure/Achieve
3.4.3.15 Timeframe of the KPI’s Relevancy
3.4.3.16 Review Date (Last & Next)
3.4.3.17 Tagging Relevant JIRA Tickets
3.4.4 KPI Parameter Ranking
3.5 Future Work Recommendation
3.5.1 KPI Catalogue Application Launch
3.5.1.1 Excel File
Pros
Cons
3.5.1.2 KPI Software
Pros
Cons
3.5.2 KPI Management Process Establishment
3.5.2.1 Current KPI Management Process
3.5.2.2 Recommendations
3.5.3 KPI Dashboard
3.6 Conclusion
References
Chapter 4: Value-Oriented Roadmapping for Early-Stage Venture Funding
4.1 Introduction
4.2 Finance Considerations
4.3 Value Roadmapping
4.4 Case Studies
4.5 Conclusions
References
Chapter 5: Digitalization of Roadmapping Processes: Insights and Opportunities
5.1 Introduction
5.2 Digital Roadmapping Framework
5.3 Research Method
5.4 Findings Regarding Digital Roadmapping Processes
5.4.1 Organize
5.4.2 Share
5.4.3 Focus
5.4.4 Strategize
5.5 Final Considerations
References
Chapter 6: Technology Roadmapping Approach Based on Engineering Science, Technology Knowledge Graph, and Expert Interaction
6.1 Introduction
6.2 Review of Technology Roadmapping Research
6.2.1 Technology Roadmap Development Method Based on Expert Knowledge
6.2.2 Technology Roadmap Development Method Based on Combined Expert Knowledge and Data Analysis
6.3 Technology Roadmap Developing Framework Based on Technology Knowledge Graph
6.3.1 The Overall Framework
6.3.2 Technology Knowledge Graph System
6.3.3 Expert System
6.3.4 Technology Roadmapping System
6.3.4.1 Technology Trend Analysis
6.3.4.2 Technology Foresight List
6.3.4.3 Expert Questionnaire and Interview
6.3.4.4 Technology Roadmapping
6.4 Application Case of Intelligent Machine Tool Technology Roadmap
6.4.1 Construction of Technology Knowledge Graph of Intelligent Machine Tools
6.4.2 Technology Trend Analysis of Intelligent Machine Tool
6.4.3 Technology List of Intelligent Machine Tool
6.4.4 Technology Roadmapping of Intelligent Machine Tools
6.5 Conclusions
References
Chapter 7: Technology Roadmapping: Cooling and Heating in Sub-Saharan Africa
7.1 Introduction
7.1.1 Why Are Refrigeration, Cooling and Heating Systems Important for SSA?
7.1.2 What Does This Project Accomplish? (The Objectives)
7.1.2.1 Aim and Key Statement of Purpose
7.1.2.2 Objective of TRM Application for RCH Systems, and Key Research Aspects
7.2 Literature Review
7.2.1 Regional Profiles and Research Gaps
7.2.1.1 Nigeria and South Africa as Economic and Technological Hubs in SSA
7.2.1.2 RCH Systems in WE: Germany and the United Kingdom
7.2.2 Tools for RCH Industry Review
7.2.2.1 SWOT: Analyses
7.2.2.2 Portal’s Five-Forces (P5F) and the Proposed Augmentations
7.2.2.3 QFD in Product-Technology Management
7.3 Methodology
7.3.1 Why Organizations Apply TRM as a Business Management Strategy
7.3.2 TRM as a Tool for Strategy Alignment and Technological Development
7.3.3 TRM in Industry Application
7.3.4 RCH Systems Industry Framework for SSA
7.3.4.1 Application Considerations and Outline of Industry Analysis Tools
7.3.4.2 Technology Roadmap Build-Up for RCH Systems in SSA
7.4 Business Drivers
7.4.1 Framework and Business Needs for RCH Systems Application
7.4.2 Market Dynamics for RCH Technology
7.4.3 Industry Leadership for RCH Systems
7.4.4 Energy Savings Considerations for RCH Systems in WE
7.4.5 Organizational and Application Considerations for RCH Systems in SSA
7.4.6 Market Navigation Principles: SWOT Analysis for RCH in the SSA Building Industry
7.4.6.1 Analysis of Strengths for RCH Systems
7.4.6.2 Analysis of Weaknesses for RCH Systems
7.4.6.3 Analysis of Opportunities for RCH Systems
7.4.6.4 Analysis of Threats for RCH Systems
7.4.7 Market Navigation Principles: PF5 Analysis of RCH and Conventional AC Systems in SSA
7.4.8 Main Drivers for the RCH Systems Technology
7.5 RCH Products
7.5.1 Background of RCH Systems
7.5.2 Research Trends on RCH Systems
7.5.3 RCH Systems Function: Description
7.5.3.1 Cooling and Heating Ceilings
7.5.3.2 Chilled Beams
7.5.3.3 TABS (Thermally Active Building Component Systems)
Concrete Core Activation (CCA)
7.5.3.4 Conventional AC Systems for Comparison
7.5.4 RCH Product Features
7.5.5 Quality Function Deployment for RCH Systems (QFD)
7.5.5.1 Product Features and Market Drivers QFD
7.5.5.2 Technology and Product Features QFD
7.6 RCH Technologies
7.6.1 Applicable RCH Systems Technology for SSA, the Case for Cooling Ceilings
7.6.2 Technology Features
7.7 Resources for RCH Systems Implementation
7.7.1 Resources and Avenues for R&D
7.7.2 Criteria for Technology Introduction
7.7.3 Special Aspects of the Regional SSA Market
7.7.4 Further Considerations
7.7.4.1 Environment and Climate Considerations Regarding Buildings
7.7.4.2 Social and Political Considerations
7.7.4.3 Infrastructure Considerations
7.8 Proposed Industry-Technology Roadmap
7.8.1 The TRM Diagram
7.8.2 Limitations of TRM for RCH Systems in SSA
7.9 Conclusion and Recommendation for Further Studies
Appendix 7.1: Business-Presence Map Outlines for Global RCH Technology and Industry Players
7.1.1. Emerson Global Presence (Map 7.1)
7.1.2. Uponor Global Operations (Map 7.2)
7.1.3. Rehau Global Presence (Map 7.3)
7.1.4. Viessmann Worldwide Presence (Map 7.4)
7.1.5. A Generic Technology Roadmap Diagram, Linking Market, Technology, and Product, Resources, and R&D (Phaal et al. 2003)
7.1.6. Methodical Outline for RCH Systems Implementation in an Unexplored SSA Regional Market
Appendix 7.2: Market Navigation Principle: SWOT Analysis
7.2.1 SWOT Analysis Quadrant for RCH Implementation in the SSA Building Industry
7.3.1. Function of Radiant Cooling Ceilings
7.3.2. Example Cooling Ceilings Section (Source: Zent-Frenger)
7.3.3. TABS: Function Principle for a Sample Indoor Space
7.3.4. Three-Dimensional Concrete Slab Section with TABS (Source: www.uponor.de)
7.3.5. In-Situ Pipe Laying for Concrete Core Activation (Source: www.uponor.de)
7.3.6. Simple Air Conditioning Function Flow Diagram (Source: https://www.askewsltd.com)
Appendix 7.4: Quality Function Deployment (QFD) Relationship Matrices
7.4.1. The QFD Matrix Structure (Bielsky and Daim 2021)
7.4.2. Product Features and Market Drivers QFD
7.4.3. Technology and Product Features QFD
Bibliography
Chapter 8: Roadmapping of Biogas Production Technology in Sub-Saharan Africa: Waste to Energy
8.1 Introduction
8.1.1 Background of Study
8.1.2 Problem Statement
8.1.3 Objective of Study
8.1.4 Outline of Study
8.2 Literature Review
8.2.1 Principles of Biogas Technology
8.2.2 Biogas Development in SSA
8.2.3 Technology Roadmapping for Strategic Planning in Energy Industry
8.3 Methodology
8.3.1 Techniques in Technology Roadmapping
8.3.1.1 SWOT Analysis
8.3.1.2 Portal’s Five-Forces (P5F)
8.3.1.3 Quality Function Deployment (QFD)
8.3.2 Proposed Method for Biogas Production in SSA
8.4 Market and Risk Analysis
8.4.1 SWOT Analysis
8.4.1.1 SWOT Analysis for Biogas Technology in Ghana
8.4.1.2 SWOT Analysis for Biogas Technology in South Africa
8.4.2 Porter’s Five-Forces Analysis
8.4.2.1 P5F Analysis for Biogas Technology in Ghana
8.4.2.2 P5F Analysis for Biogas Technology in South Africa
8.5 Barriers and Drivers of Biogas Technology Implementation in SSA
8.5.1 Key Barriers
8.5.2 Business Drivers
8.5.2.1 Cost
8.5.2.2 Environmental Protection
8.5.2.3 Government
8.5.2.4 Energy Security
8.5.2.5 Waste Management
8.5.2.6 Social Setup
8.6 Products
8.6.1 Biogas Pathway and its Application in SSA
8.6.2 Product Features
8.7 Technologies
8.7.1 Pretreatment
8.7.2 Digestion
8.7.3 Gas Handling and Purification
8.7.4 Gas Storage and Safety
8.7.5 Gas Utilisation
8.7.6 Monitoring and Control Systems
8.7.7 Technology Features
8.8 Resources
8.8.1 Feedstock
8.8.2 Land
8.8.3 Favourable Policy and Legislation
8.8.4 Local and Foreign Investment
8.8.5 Technical Expertise
8.8.6 Awareness and Publicity
8.8.7 Regional Partnership
8.8.8 Economic and Tariff Incentives
8.8.9 Research and Development (R&D)
8.9 Technology Roadmap
8.9.1 Alignment of the Biogas Technology Roadmap Components
8.9.2 Limitation of Biogas Technology Roadmap in SSA
8.10 Conclusion and Further Steps
References
Chapter 9: Demand Response Technology Roadmap for Electricity Transmission and Distribution in Turkey
9.1 Introduction
9.1.1 Demand-Side Energy Management
9.1.2 Demand-Side Energy Management in Turkey
9.2 Technology Roadmap
9.2.1 Demand Response in Electricity Transmission and Distribution
9.2.2 Demand Response as Nonwires Alternative to Grid Congestion
9.2.3 Demand Response and Energy Storage
9.2.4 Demand Response and Mitigation of Constraints in Transmission Technologies
9.3 Conclusion
References
Chapter 10: Demand Response in Generation Capacity Planning Technology Roadmap: Turkey’s Quest
10.1 Introduction
10.1.1 Demand Response in Generation Capacity Planning
10.2 Technology Roadmap
10.3 DR in Generation Capacity Planning Technology Roadmap
10.3.1 Mitigation of Constraints in Generation
10.3.2 DR for System Balancing and Flexibility
10.3.3 Optimal Aggregation and Dispatch
10.4 Conclusion
References
Chapter 11: Demand Response in Grid Operations
11.1 Introduction
11.2 Technology Roadmap
11.2.1 DR in Grid Balancing
11.2.2 Drivers
11.2.3 Capability Gaps
11.2.4 Technology Characteristics
11.2.5 R&D Programs
11.2.6 DR in Automated Peak Shaving
11.2.7 Drivers
11.2.8 Capability Gaps
11.2.9 Technology Characteristics
11.2.10 R&D Programs
11.2.11 DR in Frequency Regulation
11.2.12 Drivers
11.2.13 Capability Gaps
11.2.14 Technology Characteristics
11.2.15 R&D Programs
11.3 Conclusions
References
Chapter 12: Designing a Technology Roadmap Through Demand Response Management in Energy
12.1 Introduction
12.1.1 Research Objective
12.1.2 Literature Review
12.1.2.1 Building Energy Management System (BEMS)
12.1.2.2 Home Energy Management Systems (HEMS)
12.1.2.3 For Legacy Management
12.2 Technology Roadmap
12.3 Building Energy Management System
12.4 Drivers
12.5 Capability Gaps
12.6 Technology Characteristics
12.7 R&D
12.8 Home Energy Management Systems
12.9 Drivers
12.10 Capability Gaps
12.11 Technology Characteristics
12.12 R&D
12.13 For Legacy Process Load: Legacy Management in Energy
12.14 Drivers
12.15 Capability Gaps
12.16 Technology Characteristics
12.17 R&D
12.18 Conclusion
References
Appendices
1.1 Appendix A Exploring Airbnb
1.2 Appendix B The AutoFac Technology Roadmap
1.3 Appendix C EV Energy Storage Technology Roadmap
1.4 Appendix D Farmers Business Network (FBN)
1.5 Appendix E Pandemic Passports: Technology Roadmap
1.6 Appendix F Accelerated Vaccine Production Roadmap
Appendix G Technology Roadmap for Portland Metro Water Supply Chain