António Lucas Soares

Improving the quality of collaboration requirements for information management through social networks analysis

The right choice of the method of organizational analysis to use is a key factor in the process of requirements analysis and specification of an information system. Although a high number of approaches of organizational analysis exist, the choice of the most appropriate option for each concrete case will influence the quality of the results obtained in the analysis of requirements and consequent specification. This paper presents a new way for organizational analysis to improve the quality of the requirements of systems that support information management and where collaboration is an important aspect. This is achieved through the application of the social network analysis approach, applied to refine, classify and prioritize the requirements for collaboration and information management in an organization. The paper begins by analysing shortly content management systems and wiki systems as IT platforms for collaboration and information management. After having described the method, a practical case of application of SNetCol method to an R&D institution is presented. The paper finishes by presenting the results of the evaluation of the two particular technological options considered for satisfying the specified requirements are described.

Distributed planning and control systems for the virtual enterprise: organizational requirements and development life-cycle

This paper describes the requirements analysis and system specification of an Order Promise module to be used as part of a broader Decision Support System for production and operations planning of a Virtual Enterprise. This work is part of a broader project with a particular focus on the microelectronics industry which is a good example of Virtual Enterprise, and where a quick response to the customers needs and to unpredictable changes in production conditions is considered a major factor for success. First, the analysis and specification are presented within a development framework that involves the study of organizational issues of semiconductor enterprises. The use of ontological engineering for supporting the communication and shared understanding of the system concepts is explained and a virtual enterprise ontology is outlined. Following the clarification of the concept of virtual enterprise, the generic techno-organizational requirements for the information system are derived. Finally, a specification of the global planning module and a more detailed one regarding the order promise module is presented.

Knowledge sharing barriers in complex research and development projects : an exploratory study on the perceptions of project managers

Numerous projects are considered complex because of the number of stakeholders, the diversity of skills, and the uncertainty involved, requiring accurate information retrieval and management of the social interactions between different participants leading to efficient knowledge sharing. This paper reports the findings of an empirical study on knowledge sharing barriers and research and development (R&D) activities that occur in the context of complex project management. The study presents issues, difficulties, and practices acknowledged by project managers related to knowledge sharing and R&D (focused on activities that involve cooperation and collaboration). Particularly, we point out the following major knowledge sharing barriers: codification process, inadequate information technology, lack of initiative and strategy by the workers, and lack of time and resources. We also explained the following practices and issues regarding the collaborative R&D activities: information exchange and retrieval, communication barriers, interdependence of knowledge and skills, and different technical terminologies. We intend to contribute to the understanding of the work carried out in the context of complex projects to improve the management practices and the information technology platforms to support them. Copyright

An advanced agent-based order planning system for dynamic networked enterprises

There is an increasing interest in exploring the opportunities for competitive advantage that arise from reinforcing core competencies and innovative capabilities of the individual companies, and by forming integrated supply networks. In complex and dynamic environments such as the automotive and semiconductor industries, managing and co-ordinating the procurement of materials, their transformation into intermediate and finished products, and the distribution to the final customers, are very demanding tasks in terms of information systems. In general, current available software packages do not provide the full support needed for networked and distributed organizations, and are clearly insufficient in what concerns the planning and coordination activities needed in these heterogeneous environments. In order to adequately tackle these problems, this work proposes a multi-agent system architecture for real-time customer-order planning in distributed manufacturing enterprises, addressing the requirements of a make-to-order environment.  The present research work resulted from the Co-OPERATE European Project. Enhanced visibility of information, early warning of disturbances, synchronized production and collaborative planning in the supply chain are the general goals of the project. In particular, for aggregate planning and order promising, a distributed and decentralized information system, based on an architecture of agents and extensively using the internet, was designed and implemented. This system aims at responding to the basic requirements of cooperativeness, integration and configurability, and at providing new and more powerful decision support.

Information, knowledge and collaboration management in the internationalisation of SMEs

Lack of studies addressing information management in internationalisation of SMEs.No evidence on how SMEs can convert information into knowledge for making decisions.Collaboration is not well explored for more effective internationalisation outcomes.New information and knowledge models are needed to improve internationalisation.Collaborative decision-support models are required for better internationalisation. Information and knowledge can be seen as key resources for improving the internationalisation processes of small and medium-sized enterprises (SMEs). Collaboration has also been considered as an important facilitator of these processes, particularly by nurturing information and knowledge sharing. However, the current literature is unclear about the way SMEs can access information and assimilate knowledge in a collaborative network context, to support decision-making. This paper systematically reviews the literature, examining the role of information, knowledge and collaboration in internationalisation decisions of SMEs. To this end, 38 relevant journal articles were analysed, with the identification of some important issues, as well as gaps in the existing empirical knowledge. This analysis provided valuable input for the development of research suggestions and directions for future work in this area.

Supporting conceptualisation processes in collaborative networks: a case study on an R&D project

The development of new products or processes involves the creation, re-creation and integration of conceptual models from the related scientific and technical domains. Particularly, in the context of collaborative networks of organisations (CNO) (e.g. a multi-partner, international project) such developments can be seriously hindered by conceptual misunderstandings and misalignments, resulting from participants with different backgrounds or organisational cultures, for example. The research described in this article addresses this problem by proposing a method and the tools to support the collaborative development of shared conceptualisations in the context of a collaborative network of organisations. The theoretical model is based on a socio-semantic perspective, while the method is inspired by the conceptual integration theory from the cognitive semantics field. The modelling environment is built upon a semantic wiki platform. The majority of the article is devoted to developing an informal ontology in the context of a European R&D project, studied using action research. The case study results validated the logical structure of the method and showed the utility of the method.

Case studies on collaboration, technology and performance factors in business networks

This paper presents part of the findings of a research project aiming at characterising high-performance collaborative business networks and at defining the conditions required for their creation and management. The project adopted a multiple case study research strategy and three different business networks are presented in this paper. Empirical studies have been performed in Northern Portugal. The results of the study include operational definitions based on a comprehensive literature review, a conceptual reference framework for the analysis of high-performance collaborative networks and recommendations for the creation and management of such networks.

A tool to support the shared understanding of manufacturing systems organization in innovation processes

A concept and tool to support the technical and organizational development activities in agile, integrated enterprises are described. The drawbacks of conventional simulation model construction are discussed and the requirements for a collaborative tool based on simulation and conceptual modelling are described. The theoretical foundations of this tool are explained, focusing on a technical and organizational ontology. The features of the resulting system concerning conceptual modelling are presented together with the criteria to evaluate alternative scenarios based on the socio-technical premises. Finally, a practical application of the prototype tool is described, showing the usefulness of such a system in industrial innovation processes.

A Socio-semantic Approach to Collaborative Domain Conceptualization

Current knowledge about the early phases of ontology construction is insufficient to support methods and techniques for a collaborative construction of a conceptualization. Following an approach inspired in cognitive semantics, the application and extension of the Conceptual Blending Theory (CBT) to the realm of collaborative semantic tools is proposed. A formal framework is presented together with some examples in the collaborative networks context. A collaborative semantic architecture is presented. This architecture supports the two components of the proposed method: collective conceptualization and consensus reaching.

Using an informal ontology in the development of a planning and control system—the case of the virtual enterprise

This paper describes a preliminary experience in trying to improve the communication and to reach language agreements in the context of a large R&D trans-national project, comprising partners with different academic and industrial cultures. This kind of projects has difficulties in that, besides cultural and language problems, the project teams undertake work largely by themselves, with reduced interaction with each other. The use of ontologies has a great potential in reducing those problems. Within this research work our goal is to extend the communication role of an ontology towards the mediation of the development actors “world views”. In doing so, we intend to improve the engineering of an intrinsically complex software system, particularly in the requirements identification, system specification and system design phases, overcoming some of the referred difficulties. It is presented an extract of the Virtual Enterprise ontology currently under construction, focusing in some core definitions relevant for the purpose of developing a distributed planning and control software system. An example concerning the development of such a system is described in order to demonstrate the usefulness of the ontology based systems development.