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TEMONAS
A Technology Strategy & Management Tool
P. Claassen, H. Wancura, F. Montignac, J. Lourenco
Final Workshop, FCH-JU Office, Brussels
May22, 2013
Agenda
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Time Title Presenter
09:45 Welcome by the FCH-JU G. Leduc
10:00 Project Introduction by Co-ordinator P. Claassen
10:15 Background & Main Functions H. Wancura
10:45 Coffee Break
11:00 Monitoring & Benchmarking, Data Presentation H. Wancura/A. Nowak
12:15 MCDA F. Montignac/ J Lourenco/ A. Nowak
13:00 Lunch Snack
13:45 Expert Judgment Mapping H. Wancura/A. Nowak
14:30 Data Input H. Wancura/A. Nowak
15:15 Final Discussion & Recommendations All
16:00 End
Project Information
• Project Reference 278.862• Call for Proposals: 2010• Application Area: Cross Cutting• Project Type: Coordination & Support Action• Topic: SP1-JTI-FCH.2010.5.1• Start Date: 01/09/2011• Duration: 18 Months, extended by 3 Months• Project Total Costs: € 1,800,602.00• FCH-JU Funding: € 1,132.046.00• Co-ordinator Details:
Claassen Industrie Management Trading GmbH (CLIMT)A-8054 Graz/Austria, Weizbachweg 33, [email protected]
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Consortium Information
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Partner No. Full Organsisation Name Organisation
Short Name
Country
1
(Coordinator)
Claassen Industrie Management
Trading GmbH
CLIMT AT
2 Planungsgruppe Energie und Technik
GbR
PLANET DE
3 European Fuel Cell Forum AG EFCF CH
4 Commissariat á l‘Energie Atommique
et aux Energies Alternatives
CEA FR
5 Janina Agnieska Swiech-Skiba CSMS PL
6 Bana Consulting Lda. Bana PT
7 synergesis consult.ing Herbert
Wancura
SYN-HW AT
Presentation Structure
• Background• Solutions & Examples• Summary
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Local Zero
Emission Mobility
Renewable
Energy Storage
„Limitless“
mobile Energy
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Decentral
Electricity and
Heat
Next Generation
Power Plants(Ultra High Efficiency)
Urban
Quality of Life
Climate Change
Mitigation
Innovation
Enabling
Regional
Development
Background
General (2)
Background
General (1)
• Management of new technologies is often faced with hype
• Typical for radical new approaches in stable large markets
• Generation of hype is almost „intrinsically powered“
• Need to have a solid analysis and monitoring of new entrants
• So far no commercial tool
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„Gartner Hype Cycle“Based on Fenn and Raskino, 2008
Cit at Bakker and Budde, 2012
Background
Definitions (1)
• Technology Roadmap
– Time dependent
performance expectation
– Includes
• Extrapolation of
performance based on
past/documented RTD
results
• Expert inputs
• Assumptions about
resources
– HYPE Risk !
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Kn
ow
nP
erf
orm
an
ce
Time @
Road map creation
Forecast
Background
Definitions (2)
• Assessment
– Evaluation based on
achieved performance
• Benchmarking
– Evaluation against other
performances
• Targets
• Best in Class (BiC)
• Best Available Technology
(BAT)
• Monitoring
– Time dependent
performance evaluation
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• Basic Concept• IT-Solution• Research Object Definition• Data Quality Workflow• Data Precision/Consistency• Evaluation „Escalation“• Multi Parameter Comparison• Expert Judgment Mapping
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Solutions
Solutions
Basic Concept
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Solution
• Database
• Metholodology
• Functionalities
SolutionsIT-Solution
• Object oriented database
• Client-Server Solution
• Customizable Middleware
• Based on existing solution
already developed by
partner CSMS
• Secure multi-user system
• Database flexible
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Solutions
Research Object Definition
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Program Object Project ObjectCall Object Source Object
Tech
no
log
y
De
scri
pti
on
Ob
ject
Sp
eci
fica
tio
n
Ev
alu
ati
on
Bo
un
da
rie
s TargetPerformance• Technical Metrics
• Economical Metrics
• Environmental Metrics
• Social Metrics
• Safety & Regulation MetricsTarg
et
Ob
ject
Tech
no
log
y
De
scri
pti
on
Ob
ject
Sp
eci
fica
tio
n
Eva
lua
tio
n
Bo
un
da
rie
sObject Performance
• Technical Metrics
• Parameter Group (Attribute)
• Performance Parameter 1
• Performance Parameter 2
• Economical Metrics
• Environmental Metrics
• Social Metrics
• Safety & Regulation Metrics
Re
sea
rch
Ob
ject
Ag
gre
ga
ted
Re
sea
rch
Ob
ject
SolutionsEvaluation Escalation
• Single physical parameter
performance
• Target based (linear)
normalised performance
• Multiple parameter
performance
• Categorized multiple
parameter performance
• Non-linear normalisation
• Multi-criteria assessment
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SolutionsWhy MCDA?• Multiple-criteria decision analysis (MCDA) aims to help
decision making processes in an environment of complexity when several conflicting criteria are to be used to compare two or more alternatives.
• Addressing such problems takes both social and technical approaches:– Social, because at the end of the day a person or a group of
persons are the main actors to whom both the problem and the solution belong,
– Technical because MCDA will rely on procedures and mathematical techniques to solve the problems.
• In order to compare one alternative with another, there is the need to split the main problem into several smaller problems, i.e. there is the need to create a set of criteria that decision makers found to correctly describe the global problem.
19
SolutionsMACBETHMACBETH = Measuring Attractiveness by a Categorical Based Evaluation Technique
• MACBETH is a multiple criteria decision analysis method to evaluate options on several criteria based on qualitative comparisons with differences of attractiveness
• Developers of the method : Bana e Costa, C.A., Vansnick, J.C., De Corte, J.M.
• MCDA Software: M-MACBETH
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SolutionsMCDA with MACBETH• 2 Important Functionalities
– Normalisation• Function modeled based on performance
– Qualitative– Quantitative
• Uses minimum 2 „anchoring points“– Acceptable (Higher AP)– Satisfactory/Neutral (Lower AP)
• Model building based on relative ranking and qualitative difference between 2 ranks
– No difference / very weak / weak / moderate / strong / very strong / extreme
– Aggregation• Priorisation via ranking• Weight determination via difference in attractiveness
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ExampleMCDA using MACBETH� Based on a reliable Performance Table, possibility to build a multicriteria model with Macbeth
22
• Choice of relevant technical criteria and collection of raw performance data:
23
How to compare the technologies based on such multi-
parameter performance table?
ExampleMACBETH (Project StorHy)
Source : Montignac F et al., Multi-criteria
evaluation of on-board hydrogen storage
technologies using the MACBETH approach,
International Journal of Hydrogen Energy
34 (2009) 4561-4568
From raw performances…
….to criteria modelling
• Need to transform technical performances into “value”: use of “reference levels”
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ExampleMACBETH (Project StorHy)
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• Need to transform technical performances into “value”: implementation
of users’ judgments
Judgments allow to calculate new numerical values
ExampleMACBETH (Project StorHy)
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Performance profiles Global technologies ranking
• Example of results
ExampleMACBETH (Project StorHy)
SolutionsExpert Judgment Mapping• Standardise Expert Input• Use ranking or Likert scales• Evaluate Maturity and or non-technical barriers• Multi-dimensional
– TRL (Technology Readiness Level, NASA)– MRLn (Manufacturing Readiness Level new, modified NASA)– FRL (Framework Readiness Level)
• RCS Status, Know-how Accessibility, Market Access, Fiscal/Taxation Barriers, Financial Accessibility, Industry Coordination)
– DDS (Demand Development Status)• 9 Step Ranking of Product Life Cycle with „Zoom“ of Early Market Phase
– PCL (Policy Congruence Level)• Energy, Environment, Resources, Health/Safety, Industrial
Competitiveness, Transport– MA (Market Attractiveness)
• Market Size, Growth, Interdependency, Price sensitivity, Competitive Intensity
– RCA (Relative Competitive Advantage)• Manufacturer Margin, User TCO, Productivity Access Benefit, Marketing
benefits
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Examples
Expert Judgment Mapping
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RCA
MA
B
C
AC
TRL
PC
L
A
B
C
TRLF
RL
AB
C
TRL
DD
S
A
B
C
TRL
MR
Ln
A
B
C
n
n
Technology „n“
@ Time X
Technology „n“
@ Time X - 3
B B
B
B
A
A A
A
SolutionsData Precision/Consistency
• Precision Solution
– Exact value
– Imprecise numbers need a MIN/MAX range from RA
• Consistency
– Ontological concept of attributes
• Implementation via “parameter groups”
• One attribute may have a number of parameters
• Normalisation relative to respective target enables comparison as “achievement level”
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SolutionsData Quality Workflow• Every Data record has a „Responsible Analyst“ (RA,
data owner)• New data entry requires authorisation by the RA
– Process is fully IT supported (e-mail, sms, etc.)– As all records also contain the source file
• backchecking is simple
– RA may initiate an external verification/validation with workflow support from the system
– RA may also initiate an up/downgrading of data quality rating (necessitates protocol)
• All data entries/changes etc. are logged and a history file is available
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Summary & OutlookSummary
• TEMONAS is a output oriented planning and controlling tool for technology management
• A set of methodologies for technology monitoring and analysis was developed/selected addressing the issues of early stage technology.
• The methodology is implemented in an integrated IT tool.
• The tool is currently being launched with the FCH-JU and ready to be adapted/ applied to other client needs.
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Acknowledgements
This project was funded by the European Union using FP7 funds via the Fuel Cell and Hydrogen Joint Undertaking (FCH-JU), Grant Agreement 278.862. The support of the FCH-JU is gratefully acknowledged.
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Herbert Wancurasynergesis consult.ingA-8053 Graz / Austria, Puschweg [email protected]
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Contact
More information: www.temonas.eu