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SCIENTIFIC RESEARCH
METHODOLOGIES AND TECHNIQUES
Unit 13: ROADMAPPING
© L. M. Camarinha-Matos, 2009, 2012 11
Unit 13: ROADMAPPING
AND FUTURE PLANNING (II)
Luis M. Camarinha-Matos
PhD PROGRAM IN ELECTRICAL AND COMPUTER ENGINEERING
NOW
Sustainable collaborative
networks
THEN
Well-founded models & theory
Reference models
Generic (invisible) infrastructures
Replicable breeding environments
Controlled emerging behavior
Re-utilizable toolbox
Social responsibility
Example:
Roadmap for collaborative networks
© L. M. Camarinha-Matos, 2009, 2012 2
Ad-hoc experiments
e-Myths
No interoperability
No reference model
Ill-understood behavior
Lack of support services
...
Emerging collaborative
networks
What is a collaborative network ?
VE coordinator
VE members
CustomerNetwork
Industrial Virtual Enterprises Movie industry networks
ProfessionalVirtual Communities
Virtual Labs
© L. M. Camarinha-Matos, 2009, 2012 3#
Virtual Labs
Elderly care networks
Networks of machines
TourismInsuranceConsultationDisaster rescuee-GovernmentVirtual institutesEuropean borders protection
...
Examples
WHAT IS IN A CN ?
Variety of entities - organizations and people … even machines
largely autonomousgeographically distributed
What is a collaborative network ?
© L. M. Camarinha-Matos, 2009, 2012 4
geographically distributedheterogeneous in terms of their:
operating environment, culture, social capital and goals
Collaborate to (better) achieve common or compatible goals
Interactions are supported by computer networks.
1. BASELINE
© L. M. Camarinha-Matos, 2009, 2012 5
1. BASELINE
First steps
Characterize and consolidate baseline1
VO projectsexperience
VOSTERportfolio
THINKcreativeSoA
Nationalinitiatives
Industry surveys
Other roadmaps
Baseline consolidation process & workshop
© L. M. Camarinha-Matos, 2009, 2012 6
Perceive trends and designscenarios
2Baseline
Publishedscenarios
Internal scenarios
THINKcreativeDelphi
Nationalinitiatives
Future scenarios
R1
R2Identified
trends
R3R2
Scenarios characterizationTrends characterization
� Research on VO has created a critical mass and European-wide intuitiveunderstanding of the area.
� Basic supporting infrastructures and relevant technologies are well represented, but the developments are often focused on particular needs and based on ad-hoc experiments, hardly re-utilizable.
� Generic functions or harmonization of achievements are addressed only in a few projects.
Baseline
© L. M. Camarinha-Matos, 2009, 2012 7
� Efforts on general plug-and-play architecture and interoperability are also to a large extent missing.
� Consequently, no generally accepted reference model or interoperability base are available.
� Although several disciplines are concerned, the main focus has been on theICT infrastructure. Research on social/organizational, including management,is mainly focused on best practice. Integration with technological development and impacts on structures are not covered. In addition little research is focused on the social and organizational issues created by VOs
KEY DRIVERSTechnologyEnvironment
& Society
Law/Politics
Changing role of governmentsPower of corporations / marketsAccountability
Key drivers
© L. M. Camarinha-Matos, 2009, 2012 8
KEY DRIVERSTechnology
Economy
& Society
Regional clustering & GlobalizationExternal complexityTurbulent environmentFocus on core competenciesCrisis management Integration/desintegration of corporationsCustomer orientation
Reliance on technologyInformation & knowledgeSupporting infrastructures
Interoperability crisisInternal complexityInnovation
Demographic shiftLife-long learningGrowing individualismNew ways of workDynamic relationshipsSocial/moral/ethical implications
135 experts
Delphi survey (THINKcreative project)
© L. M. Camarinha-Matos, 2009, 2012 9
135 experts- 69% industry- 31% academia
Innovation 5 years 10 years 15 years
Innovation (product,
services, processes)
becomes a dominant
success factor
����� ����� �����
Quality and “robustness”
of products, services,
processes, become more
important than
innovation
����� �����
Delphi survey – Example results
© L. M. Camarinha-Matos, 2009, 2012 10
����� ����� �����
Innovation will be
pursued mainly
…. in
collaborative networks
����� ����� �����
Innovation will be
pursued mainly
… by each
organization (isolated)
�����
����� �����
Totallydisagree
Totallyagree
Irrelevant
Innovation on products, services, and processes will clearly become a dominant
success factor.
Innovation will be pursued mainly in collaborative
networks, especially in the medium and long term.
THINKcreative Delphi Survey
� 100 experts identifying the trends
Key drivers Trend
Economy
Regional clusteringand globalization
Although regional clusters, by reinforcing long-term relationships and leveraging local“culture”, local specificities, and proximity to customers, might have in the short term someeffects against the threats of globalization, the trends in the medium and long term areunclear.
External complexity Business processes tend to be supported on highly dynamic and increasingly complex
Delphi survey – Identified trends
© L. M. Camarinha-Matos, 2009, 2012 11
External complexity Business processes tend to be supported on highly dynamic and increasingly complexnetworks of collaborative entities, a trend particularly expected in the medium and longterm, but not a so clear reality in the short term.
Turbulentenvironment
The speed of change in business environments is likely to increase, even in the shortterm, and a definitive expectation for the long term.The amount of change in business environments is likely to continue growing, as amoderate expectation for the short term and a clear trend in the long term.
Focus on corecompetencies
In order to remain lean and highly efficient in competing markets, organizationsprogressively trend to focus on their core competencies.
Crisis management There is a moderate expectation that, in the medium and long term, crisis managementwill become a standard “capability” in organizations.At the same time, crisis management might become a specialized activity (market niche)for some specific entities.
Integration /disintegration ofcorporations
The structure of large organizations is likely to evolve, in the medium and long term,namely in the form of organized disintegration (forming complex networks of interactingunits).
...
INTRODUCTIONMotivation, Base concepts
NEW COLLABOARTIVE FORMSSoA, Scenarios, Examples
GLOBAL & REGIONAL RESEARCH AGENDASDelphi, Workshops, Non-EU views
THINKcreative book
© L. M. Camarinha-Matos, 2009, 2012 12
Delphi, Workshops, Non-EU views
HUMAN, SOCIETAL, AND ORGANIZATIONAL ASPECTS
ICT FACTORSInfrastructures, MAS, Emerging technologies
FOUNDATIONS AND MODELINGModels, theories, MAS modeling,soft modeling, logic of obligations
ROADMAP EXAMPLEResearch agenda for advanced CNs
2. VISION STATEMENT
© L. M. Camarinha-Matos, 2009, 2012 13
2. VISION STATEMENT
Towards the vision
Preliminary Vision 1
Elaborate first vision statement and instantiations3
Identifiedtrends
Baseline
R1VOmapgoals
R2
© L. M. Camarinha-Matos, 2009, 2012 14
VOmap expertsrecommendation
Future scenarios
R3
Preliminary Vision 2
1st workshop on vision
1st Vision&
Instantiations
R4
Scenarios provide guidelines on:
• which directions are more probable for future
• estimation of future results
• Forecasting techniques have become a prerequisite for investments
• A widely recognized & frequently used technique is scenario building
Plausible scenarios of future
© L. M. Camarinha-Matos, 2009, 2012 15
Based on:
• driving forces
• possible trends
• opposing factors
Requires:
• significant amount of time and
resources to estimate the future,
specially for developing large-scale
scenarios as required for VOs of
future
Scenario A
Trend AnalysisTHINKCreative
Vision
VOmap
State of the Art
VOSTER + ...
Scenario C
Industry
Support
Scenario B
Scenario cases - I
“Virtual Countries”
•No national loyalty•Large vertically & horizontally integrated firms•As powerful as nations•Employee ownership /Full democracy (election)
•Family members “belong” to the same virtual country
“Virtual companies”
Small companies)
(Large networks of
• Fluid networks for organizing tasks
• Up to 10 people• Rapid innovation
• Stable communities to
© L. M. Camarinha-Matos, 2009, 2012 16
Two border scenarios of Laubacher & Malone, 1997
the same virtual country cradle-to-grave
•Pervasive role•Life maintenance
• Stable communities towhich people belong• Life maintenance
(through “guilds”&unions)
3 years > 650 experts and > 300 executives
(Robert J. Laubacher, Thomas W. Malone, and the MIT Scenario Working Group. Two Scenarios for 21st Century
Organizations: Shifting “Networks of Small Firms” or All-Encompassing "Virtual Countries”
http://ccs.mit.edu/21c/21CWP001.html )
PLAYERS IN A DYNAMIC ECONOMY
Global Networked Firm
Regional clusters and enterprise
networks:
provide very powerful and
flexible ways to support SMEs.
Professional (virtual)
communities:
Scenario cases - II
© L. M. Camarinha-Matos, 2009, 2012 17
Three potential players in a future economy scenario
Service provision
Professional communities
Regional clustersand enterprise
networks
provide specialized skills and
flexible, but secure working
conditions for members.
Global networked firms:
provide flexible usage of
regional networks and
knowledge workers through a
very flexible project-oriented
team organization.
> 50 experts from > 25 organizations
NOW
Wildglobalization
Scenario ranges
© L. M. Camarinha-Matos, 2009, 2012 18
Sustainable breeding environments for dynamic VOs
Socialresponsibility
Virtual countries Virtual companies
VOmap visionof sustainable
breeding environmentsfor dynamic VOs
Desirable & Feasible ??Desirable & Feasible ??
SustainableTHEN
In 2015 most enterprises will be part of some sustainable collaborative networks that will act as breeding environments for
the formation of dynamic virtual organizations in response to fast changing market opportunities and conditions.
Main mechanisms:
• Well founded models of collaboration
“
• Identifies required areas for research and development
1st Vision statement
© L. M. Camarinha-Matos, 2009, 2012 19
• Well founded models of collaboration• Management systems for breeding environments replicable to a
large variety of sectors• Generic and invisible infrastructure and re-utilizable service toolbox,
based on interoperability standardization• Extensive use of pervasive computing
• VO management principles adapted to emerging behavior in complexnetworks
• Active innovation and new value systems management in networks
• Support of social responsibility, including “life maintenance”, based
on a suitable ethical code• Comprehensive (international) legal frameworks for VOs
As a result, a strong and cohesive social fabric is built in response to
turbulence and uncertainty.
”
•Identifies the needs form other social bodies (government and regulatory bodies
•Creates new opportunities for businesses large and small
Vomap
Roadmap
Formal modelsand theory
Socio-economicFocus area
12 3 4
5
VOmap focus areas
© L. M. Camarinha-Matos, 2009, 2012 20
Multi-disciplinary contributions
VO Management Focus area
Support servicesFocus area
ICT infrastructure
Focus area
and theoryFocus area
Focus area
The socio-economic environment will be fully developed to support virtual
organizations, stressing the importance of human-related issues at the individual
and organizational level, in enabling institutions and in a transparent regulatory
environment.
• People being prepared and supported to work as employees or professionals
in enterprise networks or other virtual organisation settings
Vision instantiation for socio-economic area
© L. M. Camarinha-Matos, 2009, 2012 21
in enterprise networks or other virtual organisation settings
• New mechanisms and institutions to provide for human sense of belonging,
long-lasting relationships and stability (social responsibility)
• New institutions and models to support “life maintenance”,
e.g. social security and personal training and development
• Support for companies by enabling institutions and services to set-up,
enter and develop virtual organisations regionally and internationally
• Transparent legal framework, specially in the case of institutional collaboration
• Regional assets and identity leveraged and preserved
• Well founded understanding of social and socio-economic processes and
developments in the context of networked economies
Well-defined business models will be developed to allow the systematic VO
management, namely to act in regards to planning, control, organization and
leadership, taking into account the importance of social mechanisms in multi-interest
collaboration networks, as well as the transitional nature of VO.
• Wide understanding of brokerage and pro-active approach to VO formation
• VO planning and performance assessment mechanisms
• Clear mechanisms for leadership and participation in shared decision-making
Vision instantiation for VO management area
© L. M. Camarinha-Matos, 2009, 2012 22
• Clear mechanisms for leadership and participation in shared decision-making
• Defined principles for sharing responsibility and benefits
• Established mechanisms for conflict management in “multiple-objective”
collaboration spaces
• Schema of incentives for long/short term collaboration
• Mechanisms, code of ethics, and institutions for trust-building support and
guarantee of customers’ confidence
• Supporting mechanisms for co-evolution and knowledge management and
ownership
• Seamless flow of knowledge and responsibility among various VOs along the
full life cycle of products/services
The ICT infrastructure will be developed as an invisible, affordable, and easy
to use enabler of collaborative behaviors in networked organizations.
• Technology-independent reference architecture for the horizontal
infrastructure
• Provide support for federated information and resources
Vision instantiation for ICT infrastructures
© L. M. Camarinha-Matos, 2009, 2012 23
• Provide support for federated information and resources
management
• Flexible control mechanisms supporting the implementation
of a large variety of behaviors
• Plug-and-play concept extended to inter-organizational services
• Full e-transaction security is guaranteed
• “Configure yourself” philosophy (user “programmable”
infrastructure)
IT support services will be developed to assist VO brokers, management and employees with their tasks for setting-up, operating, and dissolving virtual organizations.The tools are embedded in flexible architectures suited for different types of virtual organizations; driven by business, social, legal, etc. needs and are easy to use and provide a well balanced approach between human support and business process automation.
Vision instantiation for support services
© L. M. Camarinha-Matos, 2009, 2012 24
• Management of breeding environment (e.g. definition, behaviour,
membership, rules, rights, responsibilities, business interoperability)
• VO creation framework (choices of automatic / semi-automatic or search
assisted by the breeding environment’s manager)
• Coordination/management of highly distributed activities (human assisted)
• Risk management, assessment tools, performance measuring and
mechanisms for learning and experience collection
• Mechanisms for traceability and for handling post-cooperation IPRs
and liabilities
Vision instantiation for formal models and theories
Decision-making in all phases of the VO life cycle is based on well argued and
verified models and methodologies, which are the basis for the ICT-based
support for business and organizational development and operation:
• Established formal foundation to guarantee VOs effectiveness (performance
management), better decision-making, incremental learning from past
experience, and minimized operating problems via clear commitments
© L. M. Camarinha-Matos, 2009, 2012 25
experience, and minimized operating problems via clear commitments
• The VO research area is recognized (and respected) as a scientific discipline
• Generic modeling of the VO (structure and behavior) as a top-down approach
addresses e.g. VO configuration, roles and responsibilities, coordination,
distributed process management, general agreements and contract
• Generic modeling of VO members’ behavior as a bottom-up approach addresses
e.g. contributed assets, accepted responsibilities, acquired rights, individual
commitments and contract
• Discipline-specific formal models are defined
• Models interoperability (generic and discipline-specific) are defined
3. GAP ANALYSIS
© L. M. Camarinha-Matos, 2009, 2012 26
3. GAP ANALYSIS
Vision
GAP
Socio-economic
area
Limitations
VO Management
area
Limitations
ICT infra-Structures
area
Limitations
SupportServices
area
Limitations
Formal theories
& models
Limitations
Instantiation(ProblemSplitting)
Filling the GAP: “Where we are” – to – “Where we go”
4
Gap analysis step
© L. M. Camarinha-Matos, 2009, 2012 27
Baseline
Limitations
Strengths
Limitations
Strengths
Limitations
Strengths
Limitations
Strengths
Limitations
Strengths
V1 V2 V3 V4 V5 V6
S1 Positive influence
S2 Moderate
S3 High
S4
L1 Negative influence
L2 Moderate
L3 High
L4
L5
L6
L7
Influence maps
V1 V2 V3 V4 V5 V6
S1 S2 S3 S4
L1 L2 L3 L4 L5 L6 L7
Positive influence
Moderate
High
Negative influence
Moderate
High
GAP – Formal models and theories
Decision-making in all phases of the VO life cycle is based on well argued and verified models and methodologies, which are the basis for the ICT-based support for business and organizational development and operation, as well as the base for education, training, and active operation of VOs. Mechanisms: V1 Established formal foundation to guarantee VOs effectiveness (performance management),
better decision-making, incremental learning from past experience, and minimized operating problems via clear commitments
V2 The VO research area is recognized (and respected) as a scientific discipline V3 Generic modeling of the VO (structure and behavior) as a top-down approach addresses e.g.
VO configuration, roles and responsibilities, coordination, distributed process management, general agreements and contract
V4 Generic modeling of VO members’ behavior as a bottom-up approach addresses e.g. contributed assets, accepted responsibilities, acquired rights, individual commitments and contract
V5 Discipline-specific formal models are defined V6 Models interoperability (generic and discipline-specific) are defined
VIS
ION
BASELINE
© L. M. Camarinha-Matos, 2009, 2012 28
Strengths
S1 Increased awareness of limitations of current ad-hoc approaches
S2 Wide experience with process-oriented businesses
S3 Visual modelling techniques facilitate the comprehension of linkages and can be used as communication tools
S4 Variety of tools that can be “borrowed” from other disciplines, as starting basis (e.g. theory, agent-base modelling, complexity
theory, game theory, Knowledge management, etc)
+
S5 Limitations
L1 Lack of formal methods for collaborative networks, collaborative decision-making and collaborative behaviour modelling:
•Ad-hoc modelling techniques have become too pragmatic in recent years focusing on short-term results.
•VO areas not recognized as a scientific discipline yet.
Difficult to guarantee VO effectiveness. L2
Reference models are missing
L3 Most available modelling methods and tools were developed for single enterprises, not suitable for VO
L4 Enterprise reference models previously developed are also too focused on the single enterprise
L5 Models integration (models interoperability) missing
L6 Poor approaches to model the social and human aspects in collaborative networks (soft modelling)
-
L7 Poor support for dynamic Ontology creation and maintenance in a networked environment.
BASELINE
V1 V2 V3 V4 V5 V6
S1 Positive influence
S2 Moderate
S3 High
S4
L1 Negative influence
L2 Moderate
L3 High
L4
L5
L6
L7
Awarenessof ad-hoc
Experiencewith process-
Visual modeling
Formal toolsfrom other
GAP – Formal models and theories ...
© L. M. Camarinha-Matos, 2009, 2012 29
EstablishFormal
foundation
VO recognized as
a discipline
Top downVO generic
models
Bottom upVO generic
models
Disciplinespecific formal
models
Models
interoperability
of ad-hocapproaches
with process-oriented models
modelingtechniques
Formal toolsfrom otherdisciplines
Lack formalmodels for
C-nets
Referencemodelsmissing
Models & toolsoriented to single
enterprise
Reference models for single
enterprise
Modelsintegration
missing
Poor modelsof social /human
aspects
No dynamicOntologycreation
Positive influence
Moderate
High
Negative influence
Moderate
High
4. PLAN OF ACTIONS
© L. M. Camarinha-Matos, 2009, 2012 30
4. PLAN OF ACTIONS
Socio-economic
area
VOManagement
area
ICT infra-Structures
area
SupportServices
area
Formal theories
& models
• A1
• A2
• A1
• A2
• A1
• A2
• A1
• A2
• A1
• A2
Propose a plan of actions (a set of unordered transition steps)
5
Next steps
© L. M. Camarinha-Matos, 2009, 2012 31
• A2
• A3
• A4
• A5
• A2
• A3
• A4
• A5
• A2
• A3
• A4
• A5
• A2
• A3
• A4
• A5
• A2
• A3
• A4
• A5
Verify the planned actions
6
• A1• A2• A3• A4• A5
• V1• V2• V3• V4
Level of Importance(qualitative)
ModerateHighVery High
Covering the vision
Limitations
Strengths
• A1
• A2
• A3
• A4
• A5
Feasibility
check Moderate
Hard
Very Hard
Feasibility
Vision: V1 Established formal foundation to guarantee VOs effectiveness (performance
management), better decision-making, incremental learning from past experience, and minimized operating problems via clear commitments
V2 The VO research area is recognized (and respected) as a scientific discipline V3 Generic modeling of the VO (structure and behavior) as a top-down approach addresses
e.g. VO configuration, roles and responsibilities, coordination, distributed process management, general agreements and contract
V4 Generic modeling of VO members’ behavior as a bottom-up approach addresses e.g. contributed assets, accepted responsibilities, acquired rights, individual commitments and contract
V5 Discipline-specific formal models are defined V6 Models interoperability (generic and discipline-specific) are defined
Actions – Focus on formal models & theories
© L. M. Camarinha-Matos, 2009, 2012 32
Establish a formal theoretical foundation for modeling dynamic collaborative networks
Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels
Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels
Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
Devise mechanisms for evolution and maintenance of reference models for collaborative networks
A1
A2
A3
A4
A5
V1
V2
V3
V5
V6
A1
A2
A3
A4
covers
Covers V1 V2 V3 V4 V5 V6
A1
A2
A3
A4
A5
Very high
High
Covering the vision ?
Verification – Focus on formal models & theories
© L. M. Camarinha-Matos, 2009, 2012 33
V4A5
Very high High Moderate
High
Moderate
S1 S2 S3 S4 L1 L2 L3 L4 L5 L6 L7 Difficulty
A1 Moderate
A2 Moderate
A3 Mod/hard
A4 Hard
A5 Hard
Strong help from Strongly limited by
Moderate help from Moderately limited by
Limited help from Partially limited by
Feasibility check
Timing – Focus on formal models & theories
Actions: Time Other aspects A1 Establish a formal theoretical foundation for
modeling dynamic collaborative networks Short term
A2 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels
Short term
A3 Define basic formal reference models (including Mediu
© L. M. Camarinha-Matos, 2009, 2012 34
A3 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels
Medium term
A4 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
Medium /
Long term
A5 Devise mechanisms for evolution and maintenance of reference models for collaborative networks
Long term
5. FINALIZATION
© L. M. Camarinha-Matos, 2009, 2012 35
5. FINALIZATION
Finalizing
• A1• A2• A3• A4• A5
+SCHEDULE•Short term•Medium term•Long term
+OTHER ITEMS•Who•Resources•...
Plan the timing and other characterization of actions
7
© L. M. Camarinha-Matos, 2009, 2012 36
FocusArea
A
FocusArea
B
A1 A2
A3
A4
B1B2
B3
B4?
Short termMedium term Long term
Which
Inter-
-dependencies ?
Finalize the definition of the roadmap chart
8
Suggested actions
1
Socio-economic area: A1 Develop and establish education and training schemes for
VO working on different professional levels A2 Elaborate and pilot regional and professional communities as
“social homes” for people A Define life maintenance schemes and related business
© L. M. Camarinha-Matos, 2009, 2012 37
A3 Define life maintenance schemes and related business models with different stakeholders (providers, customers, public bodies)
A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies and developments on European level
A5 Elaborate and implement transparent legal frameworks and ethical code at the company/VO and societal level
A6 Support integrated socio-economic research in networked economies
2
VO Management area: A1 Provision of business models and financing schemes for VO
set up A2 Provision of planning and performance measurement
concepts and tools
Suggested actions
© L. M. Camarinha-Matos, 2009, 2012 38
concepts and tools A3 Provision of concepts and practical guidelines for
organizational design and implementation of VO A4 Provision of methods for the application of new value
paradigms addressing critical “soft” issues in VO collaboration A5 Ongoing evaluation, improvement and individualization of VO
concepts to a fully integrated level
Suggested actions
3
ICT Infrastructure area: A1 Establish the principles of reference architecture, interoperability,
and security A2 Establish foundation for systems evolution, software technology
migration and systems integration A3 Develop generic, user-friendly (invisible!), and affordable (free!) ICT
© L. M. Camarinha-Matos, 2009, 2012 39
A3 Develop generic, user-friendly (invisible!), and affordable (free!) ICT infrastructure (user programmable, plug&play, technology independent, and based on emerging open tools/standards)
A4 Develop a “do it yourself” framework to assist the development of VO support services
A5 Define business models for developers, suppliers, and buyers of the ICT infrastructure developments
A6 Elaborate approaches to handle reliability and responsibility, when using multi-supplier building blocks
4
Support services area: A1 Elaborate business models for support service systems and tools A2 Develop mechanisms and tools for management of breeding
environment systems A3 Identify and develop generic services for VO life cycle support
Suggested actions
© L. M. Camarinha-Matos, 2009, 2012 40
A3 Identify and develop generic services for VO life cycle support (e.g. distributed Business Process management, e-contracting, VO configuration, e-training)
A4 Elaborate mechanisms and tools to support VO’s “inheritance” management
A5 Develop mechanisms and tools for traceability, knowledge exchange and inter-VO transactions (supporting products and services life cycle)
Suggested actions
5
Formal theories and models area: A1 Establish a formal theoretical foundation for modeling
dynamic collaborative networks A2 Elaborate approaches for models interoperability, supporting
multiple modeling perspectives (e.g. structure, behavior) at
© L. M. Camarinha-Matos, 2009, 2012 41
multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels
A3 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels
A4 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
A5 Devise mechanisms for evolution and maintenance of reference models for collaborative networks
Socio-economic
Focus
VOManagement
Focus
TIME Education and training
schemas
VO support institutions and services
Regional & professional communities
Life maintenance schemas
Legal framework & ethical code
Socio-economic research
Business models & financing schemes
Plan. & performance measurement tools
Concepts & guidelines for organiz. design
Application of new value paradigms
Evaluation, improvements & individualization
Roadmap – 1st attempt
© L. M. Camarinha-Matos, 2009, 2012 42
ICTInfrastructure
Focus
SupportServices
Focus
FormalTheories
and modelsFocus
Short term Medium term Long term
Establish formal theoretical foundation
Elaborate approaches for models interoperability
Define reference models
Elaborate soft modeling approaches
Models evolution and maintenance
Reference architecture principles
Migration and systems integration
Invisible, affordable infrastructure
Business models for infrastructure
Reliability and responsibility approaches
“Do it yourself” framework
Breeding environment management system
Services for VO life cycle support
Business models for support services
VO’s inheritance management
Traceability and inter-VO transactions
6. VERIFICATION
© L. M. Camarinha-Matos, 2009, 2012 43
6. VERIFICATION
Core workshop format Groups of about 6-10 people (including facilitator).
The task of the workshop should consist of three elements:
• Current state of Virtual Organisations: Participants’ perspectives
– ~15 Min. Short mutual introduction of group members (2 Min for everybody, name, company, position, relationship to VO topic)
– ~10 Min. Participants write key issues of their perspectives on the current state in VO on
Regional workshops – Part 1
© L. M. Camarinha-Matos, 2009, 2012 44
perspectives on the current state in VO on post-its.
– ~20 Min: In turns, everybody places his post-its onto the current state poster and briefly explains his thought and reason for amendments
• Opinion poll on vision: Relevance and amendment
– ~15 Min. Walk through the current vision drafts. VOmap project member explains the vision elements and the main thoughts behind it and links the key issues of the participants to the vision drafts.
– ~10 Min: Every team member votes
Regional workshops – Part 2
© L. M. Camarinha-Matos, 2009, 2012 45
– ~10 Min: Every team member votes on relevance of vision elements (scale of 1-5). Individual brainstorming: everybody gets pack of Post-its (size ~76*127 mm) and writes amendments to current vision on them.
– ~20 Min: In turns, everybody places his post-its onto the vision posters and briefly explains his thought and reason for amendments
5
10
15
20
25
30
35
40
How relevant is the
vision statement as a whole?
Relevance of vision statement
© L. M. Camarinha-Matos, 2009, 2012 46
0
5
10
15
20
25
30
35
40
<10% ~50% >90%
0
5
10
15
20
25
30
35
<10% ~50% >90%
0
Lit t le Ve ry
Proportion of SMEs involved in VOs in 2015
Proportion of large organizationsinvolved in VOs in 2015
<10% ~50% >90% <10% ~50% >90%
Little Very
5
10
15
20
25
30
35
40
5
10
15
20
25
Proportion of knowledge workers as independent or as small teams
More regional or more international/ global networks
Relevance of vision statement – in 2015
© L. M. Camarinha-Matos, 2009, 2012 47
0
5
10
15
20
25
30
35
Lit t le Ve ry
0
5
10
15
20
25
30
35
S ME ne t s Ba la nc e d La rge c orp.
0
Re giona l Re g+Int e rn. Fully int e rn.
0
<10% ~50% >90%
Who will have more power (and profit share) in an economy of VOs?
Who will mainly drive innovation in the future?
<10% ~50% >90%
Individuals Large corp.
Regional Fully Int.Reg.+Int.
SME nets Balanced Large corp. SME nets
Focus ICT infrastructure – Key elements
Technology-independent reference architecture
e-transactionsecurity and privacy
“Configure yourself”user “programmable”
© L. M. Camarinha-Matos, 2009, 2012 48
Plug-and-playsupport for services
Federated information / resources management
Flexible control/coordination
mechanisms
security and privacy user “programmable”
The ICT infrastructure will be developed as a transparent, low-cost, and easy to
use enabler of collaborative behaviors in networked organizations.
VI1 Technology-independent reference architecture for the horizontal infrastructure
VI Provide support for federated information and resources management
Mechanisms:
ICT infrastructure – Vision instantiation
© L. M. Camarinha-Matos, 2009, 2012 49
VI2 Provide support for federated information and resources management
VI3 Flexible control mechanisms supporting the implementation of a large variety of behaviors
VI4 Plug-and-play concept extended to inter-organizational services
VI5 Full e-transaction security and privacy is guaranteed
VI6 “Configure yourself” philosophy (user “programmable” infrastructure)
50
60
How relevant is the ICT Vision as a whole?
Consolidated results from local workshops:
VI1
VI2
VI3
0
10
20
30
40
50
60
Litt le Ver y
0
10
20
30
40
50
60
Lit t le Ve ry
30
40
50
60
ICT infrastructure – Votes on relevamce of vision
© L. M. Camarinha-Matos, 2009, 2012 50
0
10
20
30
40
Little Ver y
High Acceptance of ICT Vision statement
Little Very
VI3
VI4
VI5
VI6
0
10
20
Lit tle Ver y
0
10
20
30
40
50
60
Litt le Ver y
0
10
20
30
40
50
60
Lit t le Very
0
10
20
30
40
50
60
Lit t le Very
Consolidated vision
In 2015 the majority of organizations and individuals will be part of sustainable collaborative networks that will act as breeding environmentsfor the formation of dynamic virtual organizations, in response to fast changing economic and social conditions.
• Well founded models of collaboration
• Management systems for breeding environments replicable to a large variety of sectors
“
© L. M. Camarinha-Matos, 2009, 2012 51
large variety of sectors• Generic and transparent infrastructure and re-utilizable service toolbox,
based on interoperability standardization• Extensive use of pervasive computing• VO management principles adapted to emerging behavior in complexnetworks
• Accepted mechanisms to handle innovation and new value systems• Social responsibility, including “life maintenance”• Better understanding and handling of VO-related cultural/regional issues• Definition of moral / ethical code for VOs• Comprehensive (international) legal frameworks for VOs
As a result, a strong and cohesive social fabric is built in response to turbulence and uncertainty.
”
Strengths
S1 Basic building blocks for support infrastructures and technologies are well represented
S2 Recent research achievement on supporting IT-technologies and human/IT interaction for knowledge, management, e-learning etc.
S Internet access being offered by a wide variety of communication channels
+
T h e IC T in fra s t ru c tu re w i l l b e d e ve lo p e d a s a t ra n s p a re n t, lo w -c o s t, a n d e a s y to u s e e n a b le r o f c o l la b o ra t ive b e h a vio rs in n e tw o rk e d o rg a n iz a t io n s . M e c h a n is m s : V 1 T e c h n o lo g y - in d e p e n d e n t re fe re n c e a rc h i te c tu re fo r th e h o r iz o n ta l in f ra s t ru c tu re V 2 P ro vid e s u p p o r t fo r fe d e ra te d in fo rm a t io n a n d re s o u rc e s m a n a g e m e n t V 3 F le x ib le c o n tro l m e c h a n is m s s u p p o rt in g th e im p le m e n ta t io n o f a la rg e va r ie ty o f b e h a vio rs V 4 P lu g -a n d -p la y c o n c e p t e xte n d e d to in te r-o rg a n iz a t io n a l s e rvic e s V 5 F u l l e - t ra n s a c t io n s e c u r i ty is g u a ra n te e d V 6 “C o n fig u re y o u rs e l f” p h i lo s o p h y (u s e r “p ro g ra m m a b le ” in fra s t ru c tu re )
ICT infrastructure – Gap analysis
© L. M. Camarinha-Matos, 2009, 2012 52
S3 Internet access being offered by a wide variety of communication channels
S4 Fast growing basis of ubiquitous computing and people able to use/exploit internet technologies.
Limitations
L1 Lack of generic infrastructure – Developments rather focused on particular needs, requiring repeated reengineering.
L2 Missing clarification of practical implantation models.
L3 No general plug-and-play architecture
L4 Interoperability still a major difficulty
L5 Missing consolidation of current research results
L6 Lack of proper business model for ICT infrastructures (who supplies, who pays)
L7 Although basic mechanisms are available, there is a lack of an integrated perspective to handle security.
L8 Current ICT infrastructure hard to adapt to new conditions/new organizational forms.
L9 Coping with a too fast evolution of systems versions
L10 Reliability and responsibility issues when using multi-supplier building blocks still open
-
L11 Research infrastructures still “not transparent” and “not user-friendly”
VI2 Federated information / resources management
VI1 Technology-independent reference architecture
VI3 Flexible control/coordination mechanisms
I1 Establish the principles of reference architecture, interoperability, and security
I2 Establish foundation for systems evolution, software technology migration and systems integration
I3 Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure
ICT infrastructure – Actions
© L. M. Camarinha-Matos, 2009, 2012 53
VI4 Plug-and-playsupport for services
coordination mechanisms
VI5 e-transactionsecurity and privacy
VI6 “Configure yourself”user “programmable”
I5 Define a business model for developers, suppliers, and buyers of the ICT infra-structure developments and support software
I6 Elaborate approaches to handle reliabilityand responsibility, when using multi-supplier building blocks
and low-cost (free!) ICT infrastructure
I4 Develop a “do it yourself” framework to assist the development of VO support services
I1 Principles of reference architecture, interoperability, and security
I2 Foundation for Software migration and system integration
I3 User-friendly and low-cost ICT infrastructure
I4 ‘Do it yourself’ framework to assist 20
25
30
35
40
45
50
ICT infrastructure – Priority / Importance of Actions
© L. M. Camarinha-Matos, 2009, 2012 54
� A3 is the most prioritised action
� A1 and A5 are prioritized next, to reach the vision
� A2, A4, and A6 are required important actions to follow
� Priority was mostly given to the immediate needs
I5 Define a business model for developers, suppliers, and buyers
4
development of support services
I6 Reliability and responsibility when using multi-supplier building blocks
0
5
10
15
I1 I2 I3 I4 I5 I6
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and improvement
TrialsR & D
Today 2006 2010 2015
I1 Principles of reference architecture,
interoperability, and security
I2 Foundation for Software migration and system
integration
I3 User-friendly and low-cost ICT infrastructure
I5 Define a business model for developers,
suppliers, and buyers
I4 ‘Do it yourself’ framework to assist development of
support services
ICT infrastructure – Implementation plan
© L. M. Camarinha-Matos, 2009, 2012 55
Why this sequence?
� Basic reference architecture principles (I1) are required before I2, I3 and I6
can start with their necessary R&D
� Business model for ICT (I5) can start immediately, and has a shorter R&D
� R&D for the development of ``Do-it-yourself`` framework (I4) requires some
input from all other actions
� Responsibility when using multi-supplier building blocks generates results
that can be used by the business model and other actions for ICT, so it
does not seem to have independent broad deployment
TrialsR & DI6 Reliability and responsibility when using multi-
supplier building blocks
ROADMAPVOmapToday 2006 2010 2015
VO ManagementFocus Area
Socio-economicFocus Area
A1
Provision of business models and financing schemes for VO set up
A2
Provision of planning and performance measurement concepts and tools with regard to tangible and
intangible assets
A3
Provision of concepts and practical guidelines for
organizational design and implementation of VO
A5 Ongoing evaluation, improvement and sector specific adoption of VO concepts
A4 Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration
A1
Provision of business models and financing schemes for VO set up
A2
Provision of planning and performance measurement concepts and tools with regard to tangible and
intangible assets
A3
Provision of concepts and practical guidelines for
organizational design and implementation of VO
A5 Ongoing evaluation, improvement and sector specific adoption of VO concepts
A4 Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration
A1
Develop and establish education, training, and accreditation schemes for VO working on different
professional levels
A2
Elaborate and pilot regional and professional
communities as “social homes” for people
A3
Define life maintenance schemes and related
business models with different stakeholders (providers, customers, public bodies)
A5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the
company/VO and societal level
A6
Support integrated socio-economic research in
networked economies
A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies
and developments on European level
A1
Develop and establish education, training, and accreditation schemes for VO working on different
professional levels
A2
Elaborate and pilot regional and professional
communities as “social homes” for people
A3
Define life maintenance schemes and related
business models with different stakeholders (providers, customers, public bodies)
A5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the
company/VO and societal level
A6
Support integrated socio-economic research in
networked economies
A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies
and developments on European level
Broad deployment
and continuous improvementTrialsR & D
Deployment/
improvementTrialsR & D
Broad deployment and continuous improvement
Trials
Broad deployment and continuous improvement
TrialsR & D
R & D
Trials (+ political process)R & D (Regulatory level)
Broad deployment
and continuous improvementTrialsR & D
Broad Deployment and cont. improvementTrialsR & D (Company level)
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment
and continuous improvementTrialsR & D
R & D
ImplementationMechanisms
R&DTrials
Deployment & improvement
Towards the roadmap ...
© L. M. Camarinha-Matos, 2009, 2012 56
ICT Support ServicesFocus Area
ICT Infra-structureFocus Area
Formal Modelsand TheoriesFocus Area
adoption of VO conceptsadoption of VO concepts
A1
Develop mechanisms and tools for management of breeding environment systems
A2
Identify and develop generic services for VO life cycle
support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)
A4 Elaborate mechanisms and tools to support VO’s“inheritance” management
A5 Elaborate business models for support service systems and tools
A3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions
(supporting products and services life cycle)
A1
Develop mechanisms and tools for management of breeding environment systems
A2
Identify and develop generic services for VO life cycle
support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)
A4 Elaborate mechanisms and tools to support VO’s“inheritance” management
A5 Elaborate business models for support service systems and tools
A3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions
(supporting products and services life cycle)
A1
Establish the principles of reference
architecture, interoperability, and security
A2
Establish foundation for systems evolution, software
technology migration and systems integration
A3
Develop generic, user-friendly (invisible!), and
low-cost (free!) ICT infrastructure
A5 Define a business model for developers, suppliers, and buyers of the ICT infrastructure
developments and support software
A6
Elaborate approaches to handle reliability and
responsibility, when using multi-supplier building blocks
A4 Develop a “do it yourself” framework to assist the development of VO support services
A1
Establish the principles of reference
architecture, interoperability, and security
A2
Establish foundation for systems evolution, software
technology migration and systems integration
A3
Develop generic, user-friendly (invisible!), and
low-cost (free!) ICT infrastructure
A5 Define a business model for developers, suppliers, and buyers of the ICT infrastructure
developments and support software
A6
Elaborate approaches to handle reliability and
responsibility, when using multi-supplier building blocks
A4 Develop a “do it yourself” framework to assist the development of VO support services
A1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks
A5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g.
structure, behavior) at generic and focused area levels
A2
Define basic formal reference models (including
ontologies) for collaborative networks at general and focused-area levels
A4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks
A3
Elaborate soft modeling approaches and soft models
to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
A1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks
A5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g.
structure, behavior) at generic and focused area levels
A2
Define basic formal reference models (including
ontologies) for collaborative networks at general and focused-area levels
A4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks
A3
Elaborate soft modeling approaches and soft models
to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
Broad deployment
and continuous improvementTrialsR & D
Broad deployment and continuous improvement
Broad deployment
and cont. improvement
Br. deployment improvement
Br. deployment
improvement
Trials
TrialsR & D
TrialsR & D
TrialsR & D
Training courses / seminars
and improvementTrialsBasic research
TrialsBasic research
TrialsBasic research
TrialsBasic research
Br. deployment improvement
Broad deployment
and continuous improvementTrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Br. Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
TrialsR & D
Broad deployment
and improvementTrialsR & D
and continuous improvement
R & D
TrialsBasic research
www.vomap.org
improvement
Today 2006 2010 2015
Broad deploymentand Improvement
TrialsR&D
Towards the roadmap - Efforts
© L. M. Camarinha-Matos, 2009, 2012 57
Trials
?Timing, Resources
R&D
?
Consolidation workshop
28 participants (22+6)
Towards the roadmap - consolidation
© L. M. Camarinha-Matos, 2009, 2012 58
28 participants (22+6)
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and improvement
TrialsR & D
Today 2006 2010 2015
I1 Principles of reference architecture,
interoperability, and security
I2 Foundation for Software migration and system
integration
I3 User-friendly and low-cost ICT infrastructure
I5 Define a business model for developers,
suppliers, and buyers
I4 ‘Do it yourself’ framework to assist development of
support services
ICT infrastructure – Distribution of efforts
© L. M. Camarinha-Matos, 2009, 2012 59
0% 20% 40% 60% 80% 100%
I6
I5
I4
I3
I2
I1
R&D
Tr ial
Deploy
I1
I2
I3
I4
I5
I6
TrialsR & DI6 Reliability and responsibility when using multi-
supplier building blocks
- Business model (I5) has smaller research
So
cio
-eco
no
mic
F
ocu
s A
rea
E1 Develop and establish education, training, and accreditation schemes for VO working on different professional levels
E2 Elaborate and pilot regional and professional communities as “social homes” for people
E3 Define life maintenance schemes and related business models with different stakeholders (providers, customers, public bodies)
E5 Elaborate and implement comprehensive and trans-
E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies and developments on European level
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
Trials
Broad deployment and continuous improvement
TrialsR & D
Broad Deployment and cont. improvementTrialsR & D (Company level)
R & D
Today 2006 2010 2015
Roadmap ...
© L. M. Camarinha-Matos, 2009, 2012 60
VO
Man
ag
em
en
tF
ocu
s A
rea
So
cio
M1 Provision of business models and financing schemes for VO set up
M2 Provision of planning and performance measurement concepts and tools with regard to tangible and intangible assets
M3 Provision of concepts and practical guidelines for organizational design and implementation of VO
M5 Ongoing evaluation, improvement and sector specific adoption of VO concepts
M4 Provision of methods for addressing critical “soft” issues (e.g. trust building) in VO collaboration
E5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the company/VO and societal level
E6 Support integrated socio-economic research in networked economies
R & D
Trials (+ political process)R & D (Regulatory level)
Broad deployment and continuous improvement
TrialsR & D
Broad Deployment and cont. improvementTrialsR & D (Company level)
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Br. deployment/ cont. improvement
TrialsR & D
Roadmap ...
Today 2006 2010 2015
ICT
Su
pp
ort
Serv
ices
Fo
cu
s A
rea
S1 Develop mechanisms and tools for management of breeding environment systems
S2 Identify and develop generic services for VO life cycle support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)
S4 Elaborate mechanisms and tools to support VO’s “inheritance” management
S5 Elaborate business models for support service
S3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions(supporting products and services life cycle)
Broad deployment and continuous improvement
TrialsR & D
Broad deployment
Broad deployment and cont. improvement
Br. deployment improvement
Br. deployment improvement
Trials
TrialsR & D
TrialsR & D
TrialsR & D
R & D
© L. M. Camarinha-Matos, 2009, 2012 61
ICT
In
frastr
uctu
reF
ocu
s A
rea
S5 Elaborate business models for support service systems and tools
I1 Establish the principles of reference architecture, interoperability, and security
I2 Establish foundation for systems evolution, software technology migration and systems integration
I3 Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure
I5 Define a business model for developers, suppliers, and buyers of the ICT infrastructuredevelopments and support software
I6 Elaborate approaches to handle reliability and responsibility, when using multi-supplier building blocks
I4 Develop a “do it yourself” framework to assist the development of VO support services
Broad deployment and continuous improvement
Trials
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
TrialsR & D
Broad deployment and improvement
TrialsR & D
R & D
Roadmap ...
Training courses / seminars and improvement
TrialsBasic research
TrialsBasic research
Br. deployment
improvement TrialsBasic research
F1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks
F2 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels
F3 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks
Today 2006 2010 2015
Fo
rmal M
od
els
an
d T
heo
ries
Fo
cu
s A
rea
© L. M. Camarinha-Matos, 2009, 2012 62
TrialsBasic research
TrialsBasic research
F5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels
F4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks
networks
Fo
rmal M
od
els
an
d T
heo
ries
Fo
cu
s A
rea
ROADMAPVOmap
VO
Man
ag
em
en
t
Fo
cu
s A
rea
So
cio
-eco
no
mic
Fo
cu
s A
rea
ICT
Su
pp
ort
Serv
ices
Fo
cu
s A
rea
Today 2006 2010 2015Today 2006 2010 2015
M1
Provision of business models and financing schemes
for VO set up
M2
Provision of planning and performance measurement concepts and tools with regard to tangible and
intangible assets
M3
Provision of concepts and practical guidelines for
organizational design and implementation of VO
M5
Ongoing evaluation, improvement and sector specific adoption of VO concepts
M4
Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration
M1
Provision of business models and financing schemes
for VO set up
M2
Provision of planning and performance measurement concepts and tools with regard to tangible and
intangible assets
M3
Provision of concepts and practical guidelines for
organizational design and implementation of VO
M5
Ongoing evaluation, improvement and sector specific adoption of VO concepts
M4
Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration
E1 Develop and establish education, training, and
accreditation schemes for VO working on different professional levels
E2 Elaborate and pilot regional and professional communities as “social homes” for people
E3
Define life maintenance schemes and related
business models with different stakeholders (providers, customers, public bodies)
E5
Elaborate and implement comprehensive and trans-
parent legal frameworks and ethical code at the company/VO and societal level
E6
Support integrated socio-economic research in networked economies
E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies
and developments on European level
E1 Develop and establish education, training, and
accreditation schemes for VO working on different professional levels
E2 Elaborate and pilot regional and professional communities as “social homes” for people
E3
Define life maintenance schemes and related
business models with different stakeholders (providers, customers, public bodies)
E5
Elaborate and implement comprehensive and trans-
parent legal frameworks and ethical code at the company/VO and societal level
E6
Support integrated socio-economic research in networked economies
E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies
and developments on European level
S1
Develop mechanisms and tools for management
of breeding environment systems
S2
Identify and develop generic services for VO life cycle
support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)
S Develop mechanisms and tools for traceability,
S1
Develop mechanisms and tools for management
of breeding environment systems
S2
Identify and develop generic services for VO life cycle
support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)
S Develop mechanisms and tools for traceability,
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
Trials
Broad deployment and continuous improvement
TrialsR & D
R & D
Trials (+ political process)R & D (Regulatory level)
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and cont. improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad Deployment and cont. improvementTrialsR & D (Company level)
Broad deployment
and continuous improvementTrialsR & D
Broad deployment
and continuous improvementTrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Br. deployment/
cont. improvementTrialsR & D
R & D
Roadmap
© L. M. Camarinha-Matos, 2009, 2012 63
ICT
Su
pp
ort
Serv
ices
Fo
cu
s A
rea
ICT
In
frastr
uctu
re
Fo
cu
s A
rea
Fo
rmal M
od
els
an
d T
he
ori
es
Fo
cu
s A
rea
S4
Elaborate mechanisms and tools to support VO’s“inheritance” management
S5
Elaborate business models for support service systems and tools
S3
Develop mechanisms and tools for traceability,
knowledge management and inter-VO transactions
(supporting products and services life cycle)
S4
Elaborate mechanisms and tools to support VO’s“inheritance” management
S5
Elaborate business models for support service systems and tools
S3
Develop mechanisms and tools for traceability,
knowledge management and inter-VO transactions
(supporting products and services life cycle)
I1 Establish the principles of reference architecture, interoperability, and security
I2 Establish foundation for systems evolution, software technology migration and systems integration
I3
Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure
I5
Define a business model for developers,
suppliers, and buyers of the ICT infrastructuredevelopments and support software
I6
Elaborate approaches to handle reliability and
responsibility, when using multi-supplier building blocks
I4
Develop a “do it yourself” framework to assist
the development of VO support services
I1 Establish the principles of reference architecture, interoperability, and security
I2 Establish foundation for systems evolution, software technology migration and systems integration
I3
Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure
I5
Define a business model for developers,
suppliers, and buyers of the ICT infrastructuredevelopments and support software
I6
Elaborate approaches to handle reliability and
responsibility, when using multi-supplier building blocks
I4
Develop a “do it yourself” framework to assist
the development of VO support services
F1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks
F5
Elaborate approaches for models interoperability,
supporting multiple modeling perspectives (e.g.
structure, behavior) at generic and focused area levels
F2 Define basic formal reference models (including ontologies) for collaborative networks at general
and focused-area levels
F4
Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks
F3
Elaborate soft modeling approaches and soft models
to both handle incomplete / imprecise knowledge and
capture the social/human aspects in collaborative networks
F1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks
F5
Elaborate approaches for models interoperability,
supporting multiple modeling perspectives (e.g.
structure, behavior) at generic and focused area levels
F2 Define basic formal reference models (including ontologies) for collaborative networks at general
and focused-area levels
F4
Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks
F3
Elaborate soft modeling approaches and soft models
to both handle incomplete / imprecise knowledge and
capture the social/human aspects in collaborative networks
Broad deployment
and continuous improvement
Br. deployment
improvement
Br. deployment improvement
Trials
TrialsR & D
TrialsR & D
Training courses / seminars
and improvementTrialsBasic research
TrialsBasic research
TrialsBasic research
TrialsBasic research
Br. deployment
improvement
Broad deployment and continuous improvement
TrialsR & D
Broad deployment
and continuous improvementTrialsR & D
Deployment/
improvementTrialsR & D
Broad deployment
and continuous improvementTrialsR & D
TrialsR & D
Broad deployment and improvement
TrialsR & D
R & D
TrialsBasic research
Camarinha-Matos, L.M.; Afsarmanesh, H.
(2004), A roadmapping methodology for strategic research on VO, in Collaborative
Networked Organizations – A research
agenda for emerging business models, cap.
7.1, Kluwer Academic Publishers.
Camarinha-Matos, L.M.; Afsarmanesh, H. ;
Loeh, H.; Sturm, F.; Ollus, M. (2004), A
strategic roadmap for advanced virtual organizations, in Collaborative Networked
Organizations – A research agenda for
emerging business models, cap. 7.2,
Kluwer Academic Publishers.
VO
Bre
ed
ing
En
vir
on
men
t
Pro
fessio
nal
Vir
tual
Co
mm
un
itie
s
Dyn
am
ic
VO
s
Theoretical foundation
A holistic approach combining:
Breeding environments
Management of (dynamic) VOs
Professional Virtual Communities
One implementation – ECOLEAD project
© L. M. Camarinha-Matos, 2009, 2012 64
VO
Bre
ed
ing
En
vir
on
men
t
Pro
fessio
nal
Vir
tual
Co
mm
un
itie
s
Dyn
am
ic
VO
s
“Horizontal” ICT infrastructure
Professional Virtual Communities
Horizontal Infrastructures
for collaboration
Theoretical foundation
towards the establishment of collaborative networks as a new scientific discipline
“Creating the foundations and mechanisms for establishingan advanced collaborative, network-based industry society”
WP2
VO
Breeding
Environment
6 12 18 24 30 36 42 480
VBE models & mechanisms
VO creation framework
VBE management system
Strategic S&T Coordination
Demos Assessment & RecWP1
Strategic
S&T
Coordination
ECOLEAD activities
© L. M. Camarinha-Matos, 2009, 2012 65
WP4
Professional
Virtual
Communities
WP3
Dynamic
VO
ManagementVO performance
& assessment
Generic VO e-services
VO inheritance management
Distributed BP modeling
Collaboration models& social forms
Collaborative problem solving
PVC concepts and models
Advanced collaboration space platform
WP5
Theoretical
Foundation
WP6
Horizontal
Infrastructure
Formal modeling foundation
Models inter-relationships& integration
Soft engineering models
Reference models
Plug & play ICT infrastructure
Generic security framework
Business models ICT-I
ECOLEAD activities ...
© L. M. Camarinha-Matos, 2009, 2012 66
Infrastructure
Reference framework for ICT infrastructure
Business models ICT-I
Training activities I
Training activities II
Demonstration activities
Innovation-related promotion activities
WP7
Training
Activities
WP8
Demonstration
& Impact
Business modeling activities
Project managementWP9
Project
Management
M1 M2 M3 M4CP1 CP2 CP3 CP4
Apr04 Apr05 Apr06 Apr07 Mar 08
Conceptual basis
System design
Jun 08
Extension
.Conceptual basis refinement
ECOLEAD schedule
© L. M. Camarinha-Matos, 2009, 2012 67
Prototype development
Trials
Take ups
Theoretical Foundation
Dissemination & Impact creation
Training
27 partners
15 countries
www.ecolead.org
ECOLEAD consortium
© L. M. Camarinha-Matos, 2009, 2012 68
Industry Research
UNINOVA
JSI
CTU
ENICMAENICMA
ECOLEAD consortium ...
© L. M. Camarinha-Matos, 2009, 2012 69
End-users
& Others
CTU
UFSC
External
+ New SME networks
EDINFORM SPA
ECOLEAD books
© L. M. Camarinha-Matos, 2009, 2012 70
NOW: Baseline
Smooth active and engaged
ageing
THEN: VisionInclusion in an organized
communityContinued participation in society
and economyBalanced involvement in professional
andsocial activitiesSense of “belonging”
0
5
10
15
20
25
The ePAL EXAMPLE
© L. M. Camarinha-Matos, 2009, 2012 71
Broken professional relationships
Reduced involvement in society
Risk of isolation and depression
Fast decayingpost-retirement
Now... what?Now... what?Now... what?Now... what?
© L. M. Camarinha-Matos, H. Afsarmanesh, 2009
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and improvement
TrialsR & D
2010 2013 2016 2020
S1: Value identification and communication
S2: Leveraging skills and talents
S3: European Senior Space facilitation
S5: Improving working practices
S4: Facilitating inter-generational interaction
ePAL ACTIONS – SOCIAL PERSPECTIVE
© L. M. Camarinha-Matos, 2009, 2012 72
and continuous improvement
TrialsR & D
S5: Improving working practices
S6: Developing training and awareness Broad deployment and continuous improvement
Priorities
ePAL ACTIONS – ORGANIZATIONAL PERSPECTIVE
Broad deployment and improvement
TrialsR&D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and improvement
TrialsR & D
O1: Enhancing policy and legislation
O2: Keeping links
O3: Creating organizational structures
O5: Guiding career transition
O4: Improving mediation and brokerage
2010 2013 2016 2020
© L. M. Camarinha-Matos, 2009, 2012 73
and continuous improvement
TrialsR & DO6: Meeting and creating market demandDeployment/ improvement
Priorities
ePAL ACTIONS – TECHNOLOGICAL PERSPECTIVE
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Deployment/ improvement
TrialsR & D
Broad deployment and continuous improvement
TrialsR & D
Broad deployment and improvement
TrialsR & D
T1: Developing conceptual models
T2: Generating adaptive solutions
T3: Building collaboration platforms
T5: Leveraging legacy
T4: Building collaboration tools
2010 2013 2016 2020
© L. M. Camarinha-Matos, 2009, 2012 74
and continuous improvementTrialsR & D
TrialsR & D
T5: Leveraging legacy
T6: Elaborating behavioural modelsDeployment/ improvement
Priorities
The BRAID EXAMPLE
RTD
roadmapVision
Other
initiatives
Integrate and consolidatecurrent roadmaps, leading to a more holistic approach to ICT and Ageing development.
Elaborate a strategic
OBJECTIVES
© L. M. Camarinha-Matos, 2009, 2012 75
BRAID
AALIANCE
CAPSIL ePAL
SENIOR
Stakeholders
communityICT&Ageing
projects cluster
initiatives Elaborate a strategic research agenda that builds upon existing, emerging and disruptive technologies and that responds to the needs of senior citizens in a context of rapidly changing socio-economic conditions.
Devise implementation approaches for the strategic research agenda.
© L. M. Camarinha-Matos, 2009, 2012 76[Afsarmanesh, 2011]
GAP ANALYSIS: Baseline & Trends Example
© L. M. Camarinha-Matos, 2009, 2012 77
+
Technological
infrastructure &
networks as base for
AAL
Assistive technology
and services
Monitoring devices
and technologies for
ambient intelligence
Tools and
environments fostering
new developments for
independent living
Advance services to
enhance diminishing
disabilities
Tools for security,
ethics, rights, and
privacy
Knowledge
dissemination, training
and learning through
sharing
Broadband Internet
&Mobile computing
Smart homes &
Internet of Things
Mechanisms & tools
for safe
communications
ICT supporting
localization and
mobility
Progress on sensing &
monitoring technol.s,
context awareness
Assistive services for
daily living
Standardization and
interoperability
Experiments on
companion robots
Fast proliferation of
tools difficult for
adoption
Lack multi-disciplinary
research on assistive
technologies
Reasoning and
context awareness
systems too complex
Service, companion,
and care-taking
robots still limited
Difficulty in
integration of security
& privacy mechanisms
Limited adoption of ICT
for collaborative care
communities
Fragmentation of
assistive services
Unknown impacts and
success/acceptance of
new solutions
Limited mechanisms
for promoting life-
long learning
VI1 VI2 VI3 VI4 VI5 VI6 VI7
S1
S2
S3
S4
S5
S6
S7
S8
L1 L3 L5 L7 L9
L2 L4 L6 L8 L10
Welfare structures not
prepared for increase
of life expectance
GAP ANALYSIS: Independent Living
+
Technological
infrastructure
Associations of senior
professionals
& support services
SW environments w/
adaptive interfaces &
affective interactions
Support for training
and continued life-
long learning
Social awareness
about the value of
seniors
New business models
for involvement within
economical system
New policies and
regulations for
employment
Broadband Internet
&Mobile computing
Mechanisms & tools
for safe
communications
Progress in
conceptual models of
Collaborative Net.s
Social networking
and senior
associations
Partial models and
prototypes to support
collaboration
Generic (basic) tools
for collaboration
Merging multiple
media types & hybrid
devices & platforms
New culture and will
to remain active
Growing awareness of
silver economy,
advocacy groups
Increased awareness
of need to keep links
w/ former employees
Lack reference
model for active
ageing
Lack integrated ICT
support for
collaboration
Little attention to
active ageing (work)
Fast proliferation of
tools difficult for
adoption
Techno-centric ICT
research – no attention
to socio-econom.
Limited life-long
learning & transition
preparation
Senior associations –
new ghetto, little
brokerage
Lack of policies &
regulations for senior
involvement
Little use of adv.
collaboration tools by
senior associations
Discrimination against
older workers, view
them as burden
VO1 VO2 VO3 VO4 VO5 VO6 VO7
S1
S2
S3
S4
S5
S6
S7
S8
S9
S10
L1 L3 L5 L7 L9
L2 L4 L6 L8 L10
GAP ANALYSIS: Occupation in Life
GAP ANALYSIS
© L. M. Camarinha-Matos, 2009, 2012 78#
-
technologies robots still limited & privacy mechanismsassistive services
for promoting life-
long learning
+
Regulatory &
technological
infrastructure
Advanced devices,
robots, and tools to
support interventions
Information-based
assistive services for
health care
Home based
interventions and
support systems
Awareness on values,
ethics, rights, and
privacy on health
Logistics and
commercial networks
of health care
providers
Sensor based
technologies for
healthcare support
-
Broadband Internet
&Mobile computing
Mechanisms & tools
for safe
communications
Sensing & monitoring
technologies
Convergence
between biology and
ICT
Advances in tele-
medicine & chronic
diseases monitoring
Experiments oriented
to prevent/compensate
cognitive decline
New players starting
to offer telemedicine
services
Healthcare
decentralization and
personalized care
Insufficient research
on assistive &
adaptive technologies
Insufficient
developments in
telemedicine
Huge challenges in
robots replacement
for human care
Difficulty in
integration of security
& privacy mechanisms
Limited knowledge on
the acceptance factors
and impact
Lack comprehensive
understanding of
involved ethical issues
Lack of holistic models
on chronic diseases
management
Welfare structures not
prepared for increase
of life expectance
Limited use of
collaborative
approaches
VH1 VH2 VH3 VH4 VH5 VI6 VI7
S1
S2
S3
S4
S5
S6
S7
S8
L1 L3 L5 L7 L9
L2 L4 L6 L8 L10
Lack of legal framework
for privacy liability and
handling of consent
Smart homes &
Internet of Things
S9
GAP ANALYSIS: Healthy Living
-
collaboration adoption preparation involvement them as burden
+
Infrastructure &
Technological
platforms
Features & training
for safe and secure
access to ICT
SW services with
personalized interfaces
and affection-based
interactions
Mechanisms to
increase social
cohesion, community
and networking
Mechanisms to
increase knowledge
dissemination and
learning
Associations of seniors
and communities of
interest
-
Broadband Internet
&Mobile computing
Devices & sensors
for rich user
interfaces
Mechanisms & tools
for safe
communications
Social networking
and senior
associations
Developments in ICT
and Transportation
Merging multiple
media types & hybrid
devices & platforms
Early developments
on games for seniors
Lack of open &
scalable recreational
platforms
Complexity in user
interfaces / many
devices
Fast proliferation of
tools difficult for
adoption
Very limited inter-
generational
interaction
Techno-centric ICT
research – no attention
to socio-technical
Limited mechanisms
and tools for
recreational forms
Senior associations –
new ghetto, little
participation
Lack understanding
of role, potential &
limitations of ICT
Little use of adv.
Recreational systems
Lack training support
for adoption of fast
developing techn.s
VR1 VR2 VR3 VR4 VR5 VR6
S1
S2
S3
S4
S5
S6
S7
L1 L3 L5 L7 L9
L2 L4 L6 L8 L10
GAP ANALYSIS: Recreation in Life
VI1: Established infrastructure and networks
as the base for the support of independent
living by technology
Independent Living
VI7: Mechanisms to increase knowledge
dissemination, training and learning through
VI6: Tools to ensure security, ethics, rights,
and privacy on data and used services
VI5: Advanced set of organised and
commercial services aiming to enhance
diminishing abilities of seniors and caring for
seniors so that they can live independently
VI4: Supporting tools and environment that
foster the development of technologies for
independent living
VI3: Monitoring devices and technologies
supporting ambient intelligence solutions
VI2: Assistive technology and support services
that facilitate independent living
AI1
AI2
AI3
AI4
AI5
RI1
Monitor Well-Being. Design, develop and integrate open and
scalable sensor network environments both home-centered and
human-centered, with intelligent monitoring, including new levels
of security, safety, and privacy.
Extend capabilities. Investigate, develop and integrate intelligent
functionalities to compensate diminishing cognitive and physical
capabilities and to design and develop intelligent, context-aware and
self-adapting tools for personal assistance in planning and
performingdaily activities and facilitating societal participation.
Establish collaborative environments. Design and develop novel
collaborative environments, combining social networking and
collaborative networks of care provision stakeholders to facilitate
support, companionship, and community participation.
Assist mobility. Integrate and customize methods and tools to
assist mobility, including services for localization, trip planning,
navigation, orientation in complex environments, driving assistance,
and inter-modal transportation,focusing elderly needs.
Assess impacts. Promote integrative studies on the sociological, economic,
ethical, and quality of life impacts of introducing services and technologies for
AI6 Align independent and sustainable living. Explore the alignment
of ICT for Independent Living with smart grid and sustainable
development technologies.
Vision facets
Actions
Build supportive environments. Design, develop, and validate
preventative and responsive interventions based on situational
awareness.
Occupation
in Life
VO7: New policies and regulations for
employment and protection of rights of senior
professionals, particularly those who fall into
other vulnerable groups (e.g. as a result of
VO6: New business models for involvement of
seniors within existing economical system
VO5: Increased social awareness about the value
of senior professionals and their social coehsion
and knowledge transfer (facilitating active
involvement through networking, with emphasis
on cross-generational and gender issues)
VO4: Organized support for training and
continued life-long learning for seniors
VO3: Advanced software environments to
support seniors with adaptive personalized
interfaces and affective interactions (within a
context-aware and configure-yourself enriched
environment)
VO2: Mechanisms to build associations of senior
professionals and actively engage them, and
support services for formation / management of
teams of professionals
VO1: Established technological infrastructure
(including support for connectivity, mobility and
cloud computing) as the base for seniors
professional activities
Generate adaptive solutions and services. Develop and integrate self-
adaptive and configurable technology solutions and services in ICT
environments, applying principles of e-accessibility, design for all, and
usability in order to facilitate technology acceptance and enable
customization for/by seniors.
Build collaboration platforms and systems. Design and develop open
ICT collaboration platforms, support, and systems aimed at facilitating value
creation, addressing the specific needs of communities of senior
professionals, and which promote inter-generational interaction and
socialization, which are enhanced by affective computing, context awareness,
and trust establishment.
Leverage legacy. Develop environments that empower and enable seniors
to create a legacy capitalizing on their invaluable and transferable personal /
professional knowledge and experience.
Create a model framework. Develop approaches, models, and reasoning
methods related to older people’s occupation life cycle and their participation
in the economic system, including value systems, behaviors, and issues of
physical, cultural and emotional health.
AO1
AO2
AO3
AO4
AO5
Improve working practices. Investigate new models of working practices and relatedreward and taxation models for seniors, taking account of work-life balance, agingwell and gender, and promote the findings to positively influence societal perceptionof older workers
RO1
RO2
Enhance policy and legislation. Identify and assess current national and European
policy, legislation and incentives relevant to active participation of seniors in the
socio-economic system and recommend new approaches that lower barriers and
promote and support active aging.
Vision facets
Actions
Create trusted knowledge network. Create a trusted knowledge
network that provides an integrative framework to enable seniors within their
occupation in life, whether professional or voluntary.
Join online and offline collaboration. Develop integrative framework
for identity management which effectively and seamlessly joins online and
offline collaboration, for seniors, to create invaluable connections between
virtual and real-world aspects of their occupation in life.AO6
PRELIMINARY VERIFICATION: COVERING THE VISION
© L. M. Camarinha-Matos, 2009, 2012 79
dissemination, training and learning through
sharing both for seniors and all other
stakeholders
RI1
RI2
ethical, and quality of life impacts of introducing services and technologies for
independent living.
Train for new environments. Define new community-based training programs
leveraging the potential of new technology-based assistive environments.
Healthy
Living
VH7: Sensor based technologies, which are
context aware, for healthcare support
VH6: Organised logistics and commercial
networks of health care providers in the
society, adapted to demographic change
VH5: Mechanisms to raise awareness on the
formation of values, ethics, rights, and privacy
on health related data and advanced ICT tools
to ensure data security
VH4: Appropriately designed home based
interventions and support systems, based on
seniors’ cognitive and emotional status, which
adapt whilst they age
VH3: Information based assistive services
supporting the health care of seniors and
involvement of other stakeholders
VH2: Advanced devices, robots, and tools
supporting interventions for monitoring and
provision of health care
VH1: Regulatory and technological
infrastructure to support consumer driven
healthcare (supporting data privacy,
standards)
AH1
AH2
AH3
AH4
AH5
RH1
RH2
RH3
Vision facets
Design integrated assistive services. Create a framework for the
emergence of integrated information-based assistive services for health
care of seniors, with particular emphasis on quality of service / quality of
information, and based on a multi-stakeholder collaboration model.
Establish safe infrastructure. Develop a safe and adaptable
infrastructure, aligned with relevant standards in e-health, to support
the provision of consumer-driven healthcare services.
Develop intervention tools. Design, develop and adapt advanced
devices, intelligent robots, and intelligent tools to support interventions
regarding seniors’ healthcare.
Develop health monitoring systems. Design, develop and integrate
sensorial systems for health conditions monitoring, combined with
intelligent diagnosis functionalities, understanding of the environment
and other context factors, and smoothly adaptable to the needs of each
senior individual.
Establish healthcare ecosystem. Define new organizational and
business models and develop support tools for the establishment ofcollaborative healthcare ecosystems involving healthcare providers,social security and regulatory authorities, forming the backbone forthe emergence of new services for healthy living support.
Develop regulatory framework. Promote studies to elaborate and assess new
organizational forms and business models for healthcare provision to ageing
population under a community and multi-stakeholder collaboration perspective.
Establish organizational and business models. Identify and regulate critical
elements in ICT-based support services for healthy living.
Raise awareness on healthy living. Launch actions and develop mechanisms to raise
awareness on the potential of ICT support for “healthy living environments” and the
formation of consensus on values, ethical principles, rights, safety and privacy issues
to be adopted in such environments.
AH6Support home-based interventions. Identify, develop and assess
novel experiments on home-based interventions and associated support
systems, which are self-adapting to the cognitive, emotional, and physical
status of the senior and respect the established safety and ethical
principles.
other vulnerable groups (e.g. as a result of
ethnicity, sexual orientation, gender, etc)
promote and support active aging.
Guide career transition. Define new life-long training programmes and realistic
practices that prepare for and guide the successful transition of senior knowledge
holders from full employment to occupation in life.
RO3
Recreation
in Life
VR6: Established associations of seniors and
communities of interest,allowing active
engagement (physically and virtually)
VR5: Growth and development mechanisms to
increase knowledge dissemination and learning
through sharing
VR4: Mechanisms to increase social cohession,
access to community and networking of seniors
(including support for transport and mobility)
VR3: Appropriately designed software services
to support seniors with personalized interfaces
and affection-based interactions, that can
adapt to users’ sensory, cognitive and physical
capabilities (within a context-aware and
configure-yourself enriched environment)
VR2: Adequate features and training support
to enable seniors to access and use ICT safely
(free from harm) and with security (free from
threat or intrusion)
VR1: Infrastructure and required technological
platforms (connectivity, communications and
networking infrastructures and pervasive
applications and services that are universally
accessible)
Find new recreational channels. Elaborate innovation portfolio of
new ICT-supported recreational activities for seniors, exploring tele-
presence, remote participation in cultural events, collaborative
gaming, intelligent urban environments,etc.
Build recreational platforms, solutions and services. Design and
develop open, secure, interoperable, flexible, customizable and
affordable ICT recreational platforms, solutions and services for
senior citizens.
Build novel interfaces. Develop novel human-machine interfaces
with high quality of usability and applying design for all principles,
oriented towards seniors’ active engagement in recreational
activities, considering their cognitive and physical capabilities, and
including augmented reality, affective computing, companion
artifacts, pervasiveness, etc.
Build participatory communities. Design, develop and implement
local and regional participatory communities that combine online and
offline participation through social networking, inter-generational
interaction, and local government involvement, focusing
participatoryrecreational life and wellbeing.
Create and promote gaming. Design, develop and promote novel
physical, recreational and cognitive games for seniors, with a holistic focus
on recreation, wellbeing, socialization, and inter-generational collaboration.
AR1
AR2
AR3
AR4
AR5
Assess recreation impact. Promote multi-disciplinary studies on the impact of
physical and cognitive recreational activities for seniors.RR1
RR2Train for digital lifestyle. Create and deploy training programs and mechanisms
oriented to help senior citizens enter and explore new lifestyles in the digital age,
with particular attention to rural areas.
Promote studies in recreation. Promote studies on all aspects of ICT-
enabled/induced social innovation oriented to participatory involvement of elderly
in recreational, cultural and social life.
RR3
Vision facets
Actions
S1 -
Bro
ad
ba
nd
Inte
rnet
&M
ob
ile
co
mpu
ting
S2-S
ma
rt h
om
es
&
Inte
rne
t o
f Th
ings
S3-M
ech
anis
ms
& t
oo
ls fo
r
safe
co
mm
un
icat
ions
S4-I
CT
sup
po
rtin
g
loca
liza
tio
n a
nd
mo
bilit
y
S5-P
rog
ress
on
se
nsi
ng
&
mo
nit
ori
ng
te
chn
olo
gies
,
con
text
aw
are
nes
s
S6-A
ssis
tive
se
rvic
es
for
da
ily
liv
ing
S7-S
tan
dar
diz
ati
on
an
d
inte
rop
erab
ility
S8-E
xp
eri
me
nts
on
com
pan
ion
ro
bot
s
L1-F
ast
pro
life
rati
on
of
too
ls d
iffi
cult
fo
r a
do
pti
on
L2-L
ack
mu
lti-
dis
cip
lin
ary
rese
arch
on
ass
isti
ve
tech
no
logi
es
L3-R
eas
on
ing
an
d c
on
text
awar
en
ess
sys
tem
s to
o
com
ple
x
L4-S
erv
ice
, co
mp
anio
n,
and
car
e-t
akin
g r
ob
ots
sti
ll
lim
ite
d
L5-W
elf
are
str
uc
ture
s n
ot
pre
par
ed
for
incr
ease
of
life
ex
pe
cta
nce
L6-D
iffi
cult
y in
inte
grat
ion
of
sec
uri
ty &
pri
vac
y
me
ch
anis
ms
L7-L
imit
ed
ad
opt
ion
of I
CT
for
co
llab
ora
tive
car
e
com
mu
nit
ies
L8-F
rag
me
nta
tio
n o
f
assi
stiv
e s
erv
ice
s
L9-U
nkn
ow
n i
mp
acts
an
d
succ
ess
/acc
ep
tan
ce o
f ne
w
solu
tio
ns
L10
-Li
mit
. me
chan
ism
s to
pro
mo
te li
fe-l
on
g le
arn
ing
FEA
SIB
ILIT
Y
AI1
Monitor Well-
Being
Moderate
AI2
Extend capabilities
Moderate
AI3
Build supportive
environments
Hard
AI4
Establish
collaborative
environments
Hard
AI5
Assist mobility
Hard
AI6
Align independent
and sustainable
living
Very Hard
RI1
Assess impacts
Very hard
RI2
Train for new
environments
Moderate
FEASIBILITY: Independent Living
S1
-B
roa
db
an
d
Inte
rne
t &
Mo
bile
com
pu
tin
g
S2
-M
ech
an
ism
s &
too
ls f
or
safe
com
mu
nic
ati
on
s
S3
-P
rog
ress
in
con
cep
tua
l m
od
els
of
Co
llab
ora
tiv
e
S4
-S
oci
al n
etw
ork
ing
an
d s
en
ior
ass
oci
ati
on
s
S5
-P
art
ial m
od
els
an
d
pro
toty
pe
s to
su
pp
ort
colla
bo
rati
on
S6
-G
en
eri
c (b
asi
c)
too
ls f
or
colla
bo
rati
on
S7
-M
erg
ing
mu
ltip
le
me
dia
ty
pe
s &
hy
bri
d
de
vic
es
& p
latf
orm
s
S8
-N
ew
cu
ltu
re a
nd
will
to
re
ma
in a
ctiv
e
S9
-G
row
ing
aw
are
ne
ss o
f si
lve
r
eco
no
my
, a
dv
oca
cy
S1
0-
Incr
ea
sed
aw
are
ne
ss o
f n
ee
d t
o
ke
ep
lin
ks
w/
form
er
L1-
Lack
re
fere
nce
mo
de
l fo
r a
ctiv
e
ag
ein
g
L2-
Lack
inte
gra
ted
IC
T
sup
po
rt f
or
colla
bo
rati
on
L3-
Litt
le a
tte
nti
on
to
act
ive
ag
ein
g (
wo
rk)
L4-
Fa
st p
rolif
era
tio
n
of
too
ls d
iffi
cult
fo
r
ad
op
tio
n
L5-
Te
chn
o-c
en
tric
IC
T
rese
arc
h –
no
att
en
tio
n t
o
soci
o-
L6-
Lim
ite
d l
ife
-lo
ng
lea
rnin
g &
tra
nsi
tio
n
pre
pa
rati
on
L7-
Se
nio
r a
sso
cia
tio
ns
–n
ew
ghetto
, lit
tle
bro
ke
rag
e
L8-
Lack
of
po
licie
s &
reg
ula
tio
ns
for
sen
ior
inv
olv
em
en
t
L9-
Litt
le u
se o
f a
dv
.
colla
bo
rati
on
to
ols
by
sen
ior
ass
oci
ati
on
s
L10
-D
iscr
imin
ati
on
ag
ain
st o
lde
r w
ork
ers
,
vie
w t
he
m a
s b
urd
en
FEA
SIB
ILIT
Y
AO1 - Build
collaboration
platforms and
systems
Moderate
AO2 - Generate
adaptive
solutions and
services
Hard
AO3
Leverage legacy
Moderate
AO4 - Create a
model
framework
Hard
AO5 - Create
trusted
knowledge
network
Moderate
AO6 - Join online
and offline
collaboration
Moderate
RO1 - Improve
working practices
Very hard
RO2 - Enhance
policy and
legislation
Very hard
RO3 - Guide
career transition
Hard
FEASIBILITY: Occupation in Life
PRELIMINARY VERIFICATION: FEASIBILITY
© L. M. Camarinha-Matos, 2009, 2012 80#
environments
S1
-B
roa
db
an
d I
nte
rne
t
&M
ob
ile c
om
pu
tin
g
S2
-M
ech
an
ism
s &
to
ols
for
safe
com
mu
nic
ati
on
s
S3
-S
en
sin
g &
mo
nit
ori
ng
tech
no
log
ies
S4
-C
on
ve
rge
nce
be
twe
en
bio
log
y a
nd
ICT
S5
-A
dv
an
ces
in t
ele
-
me
dic
ine
& c
hro
nic
dis
ea
ses
mo
nit
ori
ng
S6
-E
xpe
rim
en
ts
ori
en
ted
to
pre
ve
nt/
com
pe
nsa
te
S7
-N
ew
pla
ye
rs
sta
rtin
g t
o o
ffe
r
tele
me
dic
ine
se
rvic
es
S8
-H
ea
lth
care
de
cen
tra
liza
tio
n a
nd
pe
rso
na
lize
d c
are
S9
-S
ma
rt h
om
es
&
Inte
rne
t o
f T
hin
gs
L1-
Insu
ffic
ien
t re
sea
rch
on
ass
isti
ve
& a
da
pti
ve
tech
no
log
ies
L2-
Insu
ffic
ien
t
de
ve
lop
me
nts
in
tele
me
dic
ine
L3-
Hu
ge
ch
alle
ng
es
in
rob
ots
re
pla
cem
en
t fo
r
hu
ma
n c
are
L4-
Dif
ficu
lty
in
inte
gra
tio
n o
f se
curi
ty
& p
riv
acy
me
cha
nis
ms
L5-
Lack
of
leg
al
fra
me
wo
rk f
or
pri
va
cy
liab
ility
an
d h
an
dlin
g o
f
L6-
Lim
ite
d k
no
wle
dg
e
on
th
e a
cce
pta
nce
fact
ors
an
d im
pa
ct
L7-
Lack
co
mp
reh
en
-
siv
eu
nd
ers
tan
din
g o
f
inv
olv
ed
eth
ica
l is
sue
s
L8-
Lack
of
ho
listi
c
mo
de
ls o
n c
hro
nic
dis
ea
ses
ma
na
ge
me
nt
L9-
We
lfa
re s
tru
ctu
res
no
t p
rep
are
d f
or
incr
ea
se o
f li
fe
exp
ect
an
ce
L10
-Li
mit
ed
use
of
colla
bo
rati
ve
ap
pro
ach
es
FEA
SIB
ILIT
Y
AH1 - Develop health
monitoring systems
Moderate
AH2 - Establish safe
infrastructure
Hard
AH3 - Design
integrated assistive
services
Hard
AH4 - Develop
interventions
Hard
AH5 - Establish
healthcare ecosystem
Very Hard
AH6 - Introduce
innovative
therapeutic
approaches
Very Hard
RH1 - Develop
regulatory
framework
Hard
RH2 - Establish
organizational and
business models
Moderate
RH3 - Raise ICT
awareness and skills
in health and care
Moderate
FEASIBILITY: Healthy Living
career transition
S1
-B
roa
db
an
d I
nte
rne
t
&M
ob
ile c
om
pu
tin
g
S2
-D
ev
ice
s &
se
nso
rs f
or
rich
use
r in
terf
ace
s
S3
-M
ech
an
ism
s &
to
ols
for
safe
co
mm
un
ica
tio
ns
S4
-S
oci
al n
etw
ork
ing
an
d
sen
ior
ass
oci
ati
on
s
S5
-D
ev
elo
pm
en
ts in
IC
T
an
d T
ran
spo
rta
tio
n
S6
-M
erg
ing
mu
ltip
le
me
dia
ty
pe
s &
hy
bri
d
de
vic
es
& p
latf
orm
s
S7
-E
arl
y d
ev
elo
pm
en
ts o
n
ga
me
s fo
r se
nio
rs
L1-
Lack
of
op
en
&
sca
lab
le r
ecr
ea
tio
na
l
pla
tfo
rms
L2-
Co
mp
lexi
ty i
n u
ser
inte
rfa
ces
/ m
an
y d
ev
ice
s
L3-
Fa
st p
rolif
era
tio
n o
f
too
ls d
iffi
cult
fo
r a
do
pti
on
L4-
Ve
ry li
mit
ed
inte
r-
ge
ne
rati
on
al i
nte
ract
ion
L5-
Te
chn
o-c
en
tric
IC
T
rese
arc
h –
no
att
en
tio
n t
o
soci
o-t
ech
nic
al
L6-
Lim
ite
d m
ech
an
ism
s
an
d t
oo
ls f
or
recr
ea
tio
na
l
form
s
L7-
Se
nio
r a
sso
cia
tio
ns
–
ne
w ghetto
, lit
tle
pa
rtic
ipa
tio
n
L8-
Lack
un
de
rsta
nd
ing
of
role
, p
ote
nti
al
&
limit
ati
on
s o
f IC
T
L9-
Litt
le u
se o
f a
dv
an
ced
Re
cre
ati
on
al s
yst
em
s
L10
-La
ck t
rain
ing
su
pp
ort
for
ad
op
tio
n o
f fa
st
de
ve
lop
ing
te
chn
.s
FE
AS
IBIL
ITY
AR1 - Build
recreational
platforms,
solutions and
services
Hard
AR2 - Build novel
interfaces
Moderate
AR3 - Find new
recreational
channels
Hard
AR4 - Build
participatory
communities
Moderate
AR5 - Create and
promote gaming
Hard
RR1 - Assess
recreation
impact
Hard
RR2 - Train for
digital lifestyle
Hard
RR3 - Promote
studies in
recreation
Moderate
FEASIBILITY: Recreation in Life
VALIDATION WORKSHOPS
Barcelona11 Feb 2011
Pordenone8 Apr2011
Group discussionArgumentationAmendment
© L. M. Camarinha-Matos, 2009, 2012 81#
Summarizing conclusions
Voting
0,00%
5,00%
10,00%
15,00%
20,00%
25,00%
30,00%
Independent Living
5,00%
10,00%
15,00%
20,00%
Occupation in Life
FEEDBACK: Prioritization of actions
© L. M. Camarinha-Matos, 2009, 2012 82
0,00%
AI1 AI2 AI3 AI4 AI5 AI6 RI1 RI2
0,00%
5,00%
10,00%
15,00%
20,00%
25,00%
AH1 AH2 AH3 AH4 AH5 AH6 RH1 RH2 RH3
Healthy Living
0,00%
AO1 AO2 AO3 AO4 AO5 AO6 RO1 RO2 RO3
0,00%
5,00%
10,00%
15,00%
20,00%
25,00%
30,00%
AR1 AR2 AR3 AR4 AR5 RR1 RR2 RR3
Recreation in Life
Establish
collaborative
environmentsExtend
capabilities
Monitor
well-being
Assist
mobility
Build
supportive
environments
Align
independent
and
sustainable
living
Assess
impacts
Training for new
environments
Establish
collaborative
environmentsExtend
capabilities
Monitor
well-being
Assist
mobility
Build
supportive
environments
Align
independent
and
sustainable
living
Assess
impacts
Training for new
environments
Build
collaboration
platforms and
systems
Leverage
legacy
Create a
model
framework
Generate
adaptive
solutions
and
services
Create
trusted
knowledge
network
Join online
and offline
collaboration
Improve
working
practices
Guide
career
transition
Enhance
policy and
legislation
Build
collaboration
platforms and
systems
Leverage
legacy
Create a
model
framework
Generate
adaptive
solutions
and
services
Create
trusted
knowledge
network
Join online
and offline
collaboration
Improve
working
practices
Guide
career
transition
Enhance
policy and
legislation
PRIORITIZATION OF ACTIONS
Independent LivingOccupation in Life
© L. M. Camarinha-Matos, 2009, 2012 83
Establish
healthcare
ecosystem
Establish
safe
infrastructure
Develop
intervention
toolsDesign
integrated
assistive
services
Develop
health
monitoring
systems
Support
home-based
interventions
Raise
awareness on
healthy living
Develop
regulatory
framework
Establish
organizational
and business
models
Establish
healthcare
ecosystem
Establish
safe
infrastructure
Develop
intervention
toolsDesign
integrated
assistive
services
Develop
health
monitoring
systems
Support
home-based
interventions
Raise
awareness on
healthy living
Develop
regulatory
framework
Establish
organizational
and business
models
Health and Care in Life Recreation in Life
Build
participatory
communities
Build
novel
interfaces
Find new
recreational
channels
Build
recreational
platforms,
solutions and
services
Create &
promote
gaming
Assess
recreation
impact
Train for
digital
lifestyle
Promote
studies in
recreation
Build
participatory
communities
Build
novel
interfaces
Find new
recreational
channels
Build
recreational
platforms,
solutions and
services
Create &
promote
gaming
Assess
recreation
impact
Train for
digital
lifestyle
Promote
studies in
recreation
Independent LivingIndependent Living
Establish Assist
Monitor well-being
Build
supportive
environments
Align
independent &
sustainable living
Assess
impacts
Elicit needs
of focus
groups
Build supportive Align
Policy-related actions
CONSOLIDATED PLAN
© L. M. Camarinha-Matos, 2009, 2012 84
Establish
collaborative
environments
Extend
capabilities
Assist
mobilitywell-being
Build supportive
environments
Prevention &
companionship
tools & services
Intervention
services
Monitor
well-being
Home-centered
intelligent
sensor networkEstablish collaborative
environments
Composition &
delivery of collabor.
care services
Manage formal
care networks
Management of
informal care
communities
Align
independent &
sustainable living
Human-centered
sensor network
systems
Assist mobility
Orientation in
complex
environments
Trip planning,
navigation,
transportation&
localization
Driving and
parking
assistanceExtend capabilities
Tools & services to
compensate cognitive
capabilities
Personal
assistance in daily
activities
Automation
systems &
assistive robots
Health and Care in LifeHealth and Care in Life
Design
integrated
Develop health
Develop
intervention
tools
Introduce ICT
based innovative
therapeutic
approachesDevelop
intervention tools Introduce ICT
Develop
regulatory
framework
Establish
organizational
and business
models
Raise ICT
awareness &
skills in health
and care
Policy-related actions
CONSOLIDATED PLAN
© L. M. Camarinha-Matos, 2009, 2012 85
Establish
healthcare
ecosystem
Establish safe
infrastructure
integrated
assistive services
health monitoring
systems
intervention tools
Intelligent tools
& systems for
rehabilitation &
compensation
Intelligent tools
and systems for
healthcare and
assistance
Establish healthcare
ecosystem
Auditing and
regulatory support
functionalities
Management
of healthcare
ecosystem
Healthcare assets
management &
novel services
Introduce ICT
based innovative
therapeutic
approaches
Develop health
monitoring systems
Context aware
intelligent diagnosis
functionalities
Home-based
health condition
monitoring
Wearable,
portable and
implantable multi-
sensor systems
Establish safe
infrastructure
Identification,
authentication &
auditing
functionalities
Safe & adaptable
technological
communication
infrastructures
Design integrated
assistive services
Multi-stakeholders
based services for
emergency
conditions
Integrated
services for the
health caring and
intervention
Occupationin life
Occupationin life
Leverage
Create a
model
Create trusted
knowledge
network
Weave online
and offline
collaboration
Guide
career
transition
Improve
working
practices
Enhance
policy and
legislation
Create trusted
Weave online and
offline collaboration
Policy-related actions
CONSOLIDATED PLAN
© L. M. Camarinha-Matos, 2009, 2012 86
Build collabor.
platforms &
systems
Create adaptive
solutions and
services
Leverage
legacy
model
framework
Create trusted
knowledge network
Knowledge
network
management
Collective
problem solving
methods & tools
Create a model
framework
Behavior and
value system
modeling
Build collaboration
platforms & systems
Managing
networks of senior
professionals
Marketing &
brokerage
support tools
Trust building &
risk management
Affections /
emotions
management
Create adaptive
solutions and services
Self-adaptive
interface systems
Self-customizable
collaboration
environment
Conceptual Models
for online and
offline collab.
Tools to support
seamlessly
weaved
collaboration
Data-mining
/machine learning
for behavioral
patterns
Leverage legacy
Mechanisms for
inter-generational
inheritance
Reward
mechanisms
Models of talents
& user-centered
knowl. acquisition
Recreation in LifeRecreation in Life
Build Build recreational
Create and
promote
gaming
Build novel interfaces
Find new
recreational
channelsFind new
recreational channels
Assess
recreation
impact
Promote
studies in
recreation
Train for
digital
lifestyle
Policy-related actions
CONSOLIDATED PLAN
© L. M. Camarinha-Matos, 2009, 2012 87
Build
participatory
communities
Build recreational
platforms,
solutions & services
gaminginterfacesrecreational channels
Recreation services
in outdoor &
intelligent urban
environments
New recreational
forms exploring
remote & immersive
participation
Build participatory
communitiesMethods & tools
to foster inter-
generational
interactions
Management
of recreational
participatory
communities
Tools & services
supporting
community
participation
Build novel interfaces
Pervasiveness and
integration of multi-
modal interfaces
Augmented reality
& remote presence
interfaces
Affective
computing
interfaces
Build recreational
platforms, solutions
and services
Recreational services
focused on the
specific need of
seniors
Open recreational
platform
Create and
promote gaming
Community-
oriented games
Self-adaptive novel
“serious” games
2013 2016 2019 2021
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
AH2.3 Design and develop context aware
intel l igent diagnosis functionalities
AH3 Establish safe infrastructure
AH3.1 Design and develop safe and adaptable
AH1.3 Develop auditing and regulatory
support functionalities.
AH2 Develop health monitoring systems
AH2.1 Develop and integrate home-based
health condition monitoring systems.
AH2.2 Develop wearable, portable and
implantable multi-sensor systems
AH1 Establish healthcare ecosystem
AH1.1 Plan, organize and support
management of the healthcare ecosystem.
AH1.2 Develop functionalities for healthcare
assets management and emergence of novel
services.
2013 2016 2019 2021
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
AI1 Establish collaborative environments
AI2 Extend capabilities
AI2.1 – Development of intel ligent tools and
services for personal assistance in daily
activities.
AI2.2 - Development of automation systems
and assistive robots.
AI2.3 – Investigate, develop and integrate
intell igent tools and services to compensate
diminishing cognitive capacities.
AI3 Assist mobility
AI3.1 – Integrate and customize methods,
AI1.1 – Plan, organize and support
management of formal care networks.
AI1.2 - Plan, organize and support informal
care networks.
AI1.3 - Design and develop tools for
composition of col laborative care services.
Ind
ep
en
den
t L
ivin
g
Healt
h a
nd
Care
in
Lif
e
BRAID: SCEHDULE OF ACTIONS
© L. M. Camarinha-Matos, 2009, 2012 88
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
RH3 Establish organizational and business
models
RH2 Develop regulatory framework
AH5.2 Develop intel l igent tools and systems
for rehabil i tation and disabi l i ty
compensation
AH6 Introduce ICT based innovative
therapeutic approaches
RH1 Raise ICT awareness and skills in health
and care
AH4.1 Develop integrated services for the
health caring and intervention
AH4.2 Dynamic configuration of multi -
stakeholders based services in response to
emergency conditions
AH5 Develop intervention tools
AH5.1 Develop intel l igent tools and systems
for healthcare and assistance
AH3.1 Design and develop safe and adaptable
technological communication infrastructures
AH3.2 Design and develop identification,
authentication and auditing functional ities
AH4 Design integrated assistive services
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
RI2 Elicit needs of focus groups
AI3.2 – Develop and customize driving and
parking assistance.
AI3.3 – Integrate and customize methods,
tools and services for orientation in “complex
environments”.
AI4.1 – Design, develop and integrate home-
centered intel ligent sensor network
environments.
AI4.2 – Design, develop and integrate human-
centered intel ligent sensor network systems
development.
AI5.1 – Design and development of prevention
and companionship tools and services.
AI5 Build supportive environments
AI6 Align independent and sustainable living
RI1 Assess impacts
AI5.2 – Design and development of
intervention services.
tools and services for trip planning,
navigation and local ization.
AI4 Monitor well-being
BRAID: SCEHDULE OF ACTIONS
2013 2016 2019 2021
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
Pilot
Take-up
R&D
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AO1.4 - Develop affections / emotions
management systems for communities of
senior professionals.
AO2 Leverage legacy
AO2.1 – Define conceptual models of talents
and develop user-centred knowledge
acquisition tools.
AO2.2 - Create reward mechanisms (system of
incentives) to attract user-generated
knowledge.
AO2.3 – Mechanisms to promote inter-
generational inheritance.
AO1 Build collaboration platforms and systems
AO1.1 - Develop advanced functionalities and
systems for management of networks of
senior professionals
AO1.2 – Develop marketing and brokerage
support tools for communities of senior
professionals.
AO1.3 - Develop trust bui lding and risk
management systems for communities of
senior professionals.
2013 2016 2019 2021
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AR2.3 Develop methods to promote
pervasiveness and integration of multi-modal
interfaces.
AR3 Build recreational platforms, solutions
AR1.3 Develop methods and tools to foster
inter-generational interactions on a
community basis.
AR2 Build novel interfaces
AR2.1 Explore augmented reality and remote
presence interfaces.
AR2.2 Develop affective computing interfaces.
AR1 Build participatory communities
AR1.1 Plan, organize and support
management of recreational participatory
communities.
AR1.2 Develop tools and services supporting
community participation.
Recre
ati
on
in
Lif
e
Occu
pati
on
in
Lif
e
© L. M. Camarinha-Matos, 2009, 2012 89
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RO2 Improve working practices
AO6.1 - Develop conceptual models for online
and offl ine collaboration.
AO6.2 - Develop tools to support seamlessly
weaved online/offl ine collaboration.
RO1 Guide career transition
AO5 Create trusted knowledge networks
AO5.1 – Develop effective knowledge network
management systems.
AO5.2 – Develop collective problem solving
methods and tools.
AO6 Weave online and offline collaboration
AO4 Create a model framework
AO4.1 – Develop a conceptual base for
behavioural and value system modelling.
AO4.2 - Develop data-mining / machine
learning approaches for behavioural patterns
discovery.
AO3 Create adaptive solutions and services
AO3.1 - Develop self-adaptive interface
systems.
AO3.2 - Develop self-customizable
collaboration environments and services.
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AR5.2 Design and develop community-
oriented games
RR1 Train for digital lifestyle
RR2 Assess recreation impact
RR3 Promote studies in recreation
AR4 Find new recreational channels
AR4.1 Design and develop new recreational
forms exploring remote and immersive
participation.
AR4.2 Novel technology assisted recreation
services in outdoor and intelligent urban
environments.
AR5 Create and promote gaming
AR5.1 Design and develop self-adaptive novel
“serious” games
AR3 Build recreational platforms, solutions
and services
AR3.1 Design and develop an open
recreational platform.
AR3.2 Customize and integrate recreational
services focused on the specific need of
seniors.
Active Aging with Collaborative Networks, L. M. Camarinha-Matos, H. Afsarmanesh, IEEE Technology and Society Magazine, Vol. 30, Nº 4, Winter 2011, pp 12-25.
Collaborative networks in active ageing – a roadmap contribution to demographic sustainability, L. M. Camarinha-Matos, H. Afsarmanesh, Production Planning & Control, Vol. 23, No 4, April 2012, 279–298.
© L. M. Camarinha-Matos, 2009, 2012 90
Technological research plan for active ageing, H. Afsarmanesh, S. S. Msanjila, L. M. Camarinha-Matos, to appear in Information Systems Frontiers. Available online: 18 Feb 2011.
Collaborative Ecosystems in Ageing Support, L. M. Camarinha-Matos, H. Afsarmanesh, Proceedings of PRO-VE’11, 17-19 Oct 2011, S. Paulo, Brazil, Adaptation and Value Creating Collaborative Networks, IFIP AICT Series 362/2011, Springer, pp. 177-188.