Final Project Review

Transcript Final Project Review

e-volution - roadmap for e-business implementation in Extended Enterprise

G1RD-CT-2002-00698 e-Volution II – Road map for e business implementation in Extended Enterprises

Final Project Review – VOL.2

15 April 2005 Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 1

e-volution - roadmap for e-business implementation in Extended Enterprise

Content Service Provider (CSP)

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 2

e-volution - roadmap for e-business implementation in Extended Enterprise

CSP purpose, objectives and expected results

– Background and purpose: • focuses on the commercial network of national content service providers in Italy, Germany, and Greece with branch-related know-how • installs the

update subscription service

offering updates for the software’s “link sector”, and distributes the files online monthly, offline quarterly, and spontaneously as reaction to unexpected market developments • “intended to retain a close relationship with e-Volution II customers and to provide them with customised information.

– Result, information provision on: • E-business strategies, trends, methodologies, news, major players, … • targeted information on “Your Sector” with original pilot focusing on furniture (wood packaging and inflatable boat markets also considered) – Technical approach: information provided through a multi-modular web-portal and retrieved based on intelligent agents Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 3

CSP realisation history

e-volution - roadmap for e-business implementation in Extended Enterprise Access from Information Selector of Market Module to CSP – Selection of sources using Cybion’s source collecting, filtering, information retrieval methodology – Module technical development on directory, news collector and metasearch (My SqL, php, RSS/XML, HTML) – First GUI created (presented in November 2004) – Integration plans and implementations •

(MA



CSP, CSP



MA)

– Revision of GUI and functions based on requirements made following testing in Germany •

Major modifications made to CSP navigation, GUI, directory structure, functionalities, user experience, “passage” to services

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 4

e-volution - roadmap for e-business implementation in Extended Enterprise

Stand-alone content service & integrated function within e volution tool-kit

- Stand-alone Content service -

EE companies can subscribe to CSP services by:

- Already receiving login to MM and accessing the CSP - Promoting only CSP and offering the service on its own, providing login and password separately after registration

Functions of regular service

- Email automatic reply sent to registered user on a regular (monthly, weekly, bi-monthly – lower subscription fee) or exactly when major information on market, sector is updated (“real-time” updates – larger subscription fee - Opportunity to receive CSP online service updates in various formats (email, RSS) - Exclusive links to e-Vo toolkit information and materials - Integration to MA/CSP -

Access from MA (IS) to query CSP data Re-insertion of CSP relevant results into MA

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 5

e-volution - roadmap for e-business implementation in Extended Enterprise

Editorial and automatic methodology for CSP

I CSP Definition

– Creation and planning of sector to be incorporated with CSP

II Brief study

– what kind of information is needed by the companies – what is the map of the sector, what are the relevant roles within the respective EE (kind of providers and clients.

III Creation of semantic map

– Semantic map of the sector is created to be used for searching, filtering and monitoring the information.

– Only concepts related to sector are implemented in the map, as general concepts about extended enterprises, market data, etc. are already implemented and included

IV Research of the information sources

– Set of tools queried by meta-search tool – Various queries are performed to find rss feeds, metasearch, and to define directory websites Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 6

e-volution - roadmap for e-business implementation in Extended Enterprise

CSP data retrieval methodology (cont)

– content of the sample of the website will be rated using the semantic map that will have been previously defined.

– Automatic insertion in the directory, in the meta-search

V Information retrieval, filtering, monitoring

– RSS, meta-search, directory contains websites.

– Directory also contains some documents that are found within the websites that have been selected according to two operations.

– All documents retrieved are then filtered and classified with semantic technology – Monitoring • monitoring of the sources: the process of identification of the sources is repeated periodically • Monitoring of the pages: the process of search/crawling is repeated more often to find news documents Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 7

e-volution - roadmap for e-business implementation in Extended Enterprise

CSP home page

– Home page of CSP accessed from Information Selector located in MA (menu option: “Go to CSP”) – CSP home page has undergone major revisions – Home area: • •

Provides introduction to what CSP has to offer Requires that EE company member chooses its relevant sector

•

Can be used as the login access point for e-Vo members that subscribe to the service

•

Links to sector specific EE home page with unique EE roles to choose from

– Easier navigation, clean & simple user-friendly style Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 8

e-volution - roadmap for e-business implementation in Extended Enterprise Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

Begin by choosing sector from menu that takes user to the respective sector pages

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e-volution - roadmap for e-business implementation in Extended Enterprise Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

Select role and click on relevant links to receive furniture EE results/resources

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e-volution - roadmap for e-business implementation in Extended Enterprise Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

Select role and click on relevant links to receive wood pallet EE results/resources

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e-volution - roadmap for e-business implementation in Extended Enterprise

e-Vo Directory: relevant content & structured insight

– Directory of links to specific related resources created and updated according to a symbiotic method – Category structure created to incorporate both a

general e-business window

and

“your EE sector” focus

– Currently, directory developed primarily for furniture sector, but also incorporates wood packaging and inflatable boats sectors (Italian and Greek test case sectors) – Focused sector usage allows for double-access to the information depending on e Vo user’s preferences in path towards information for their e-business strategies

1. Relevant categories provided as results after sector chooses its EE role navigating from the CSP home page and after selecting its sector from menu drop-down bar 2. Navigation directly to directory home page on left nav bar throughout CSP

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 12

e-volution - roadmap for e-business implementation in Extended Enterprise

I “Your Sector” entrance CSP Directory EE user path i.e: Furniture II Furniture entrance

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

III Furniture EE access entrance IV Furniture suppliers entrance

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e-Vo Directory Category structure

– E-Business •

External E-business (E-Commerce, E-procurement, Supply Chain Management, CRM, etc.)

•

Internal E-Business (Knowledge Management, Sales Force Automation, Document retrieval and management, etc.)

– “Your sector” •

Sector EE access

• Individual sector EE roles (i.e: CAD design for furniture EE, Wood bobbin for wood pallet EE) • Companies, players, organisations • Market data, reports, trends • News, media, events: Link to RSS feeds provided here corresponding to the news of the sector & opportunity to be taken to the e-Vo RSS tool – “Info-on-demand” service performed by consultants to provide a target information for the user – Can also be incorporated and available on CSP: Training material & Methodology and any other e-Vo tool dissemination/application Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 14

e-volution - roadmap for e-business implementation in Extended Enterprise

e-Vo Meta-search

Internal database search tool Meta search tool Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) – This tool is able to query specialised search tools and databases in the invisible web where is stored the biggest part of information available on the Internet – The data retrieved is filtered to display only relevant information to the user – Results are clustered into categories and visually organised to narrow down user’s search requests Filtering system Results on the CSP available for the user Page 15

e-volution - roadmap for e-business implementation in Extended Enterprise

e-Vo RSS – News collector

– This tool is interfaced with a large number of specialised sources which publish their info in RSS format and also traditional web sources.

– The user will define its interests – The system selects the sources, then filters its data and could provide automatically, on a periodical basis, a “news wire” via mail News published in rss format Rss collector Filtering system Results send by mail to the user Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 16

e-volution - roadmap for e-business implementation in Extended Enterprise

RSS (“Really Simple Syndication”)

– RSS is a XML based format for syndicating news and content of news – Why use this technology?

• Have an easy way to collect and focus on relevant news in the industry and be informed in “real-time” when news breaks, trends develop, markets open, change, risks form etc.

• Focus our efforts on filtering to gain targeted information for e-vo users – With RSS aggregators, users can develop their

own personal news content service

to view only the news that is important to them – E-Vo RSS: currently aims to locate and develop RSS feeds related to E-Business and the furniture industry to keep EE alert to what’s going on in their specific sector and e-business as a whole Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 17

e-volution - roadmap for e-business implementation in Extended Enterprise

CSP advantages & benefits

– user is presented with a service, package of personalised information, that combines the following useful tools and content to allow him to: • Get targeted specific-sector focused links and documents to correspond to their EE’s experiences and requirements • Be kept updated with news feeds that provide the EE with real-time updated news on their sector and e-business • Search for content with results only coming from e-business and specific e-vo sector sources – Double navigation” of typology of information • By sector: enter as your EE sector from CSP home (i.e: furniture, wood packaging) • By category of information: accessing left navigation throughout CSP, user can access all CSP modules • News – RSS • Resources – Directory – Sources of the invisible web are chosen to increase relevance to the user Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 18

e-volution - roadmap for e-business implementation in Extended Enterprise

CSP: innovative support content service

– User is presented with a service, package of personalised information, that combines the following useful tools and content to allow him to: •

Get targeted specific-sector focused links and documents to correspond to their EE’s experiences and requirements!

•

Be kept updated with news feeds that provide the EE with real-time updated news on their sector and e business!

•

Search for content with results only coming from e business and specific e-vo sector sources!

Targeted categorised data (E-Vo Directory) Relevant News Updates (E-Vo RSS) Filtered search results (E-Vo Metasearch)

Innovation lies in the special source retrieval and semantic map creation and in the package of varied information that CSP provides EE users in attacking their E-Business strategy from a broad and narrow perspective.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 19

e-volution - roadmap for e-business implementation in Extended Enterprise

Final result of CSP

Personalised and relevant information I I Market Module

Working Tool to MM and IS

II CSP II Results III User

Personalized Information Tool

Information Selector Dynamic info: From output to input

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 20

Training

e-volution - roadmap for e-business implementation in Extended Enterprise Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 21

Objectives

e-volution - roadmap for e-business implementation in Extended Enterprise – Enable the use of the methodology and software to develop, to adapt and to optimise e-business strategies in Extended Enterprises – Provision/deepening of knowledge and use of experience about methods, instruments to develop e-business strategies Users in Extended Enterprise constellations get formalised knowledge, methods and know-how including a framework for integration, processing and coordination for e-business related analysis activities Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 22

e-volution - roadmap for e-business implementation in Extended Enterprise

Training components and target groups

Training content:

• Presentation material • Methodology training material • Software tutorials: OrganisationAnalyser incl. ProjectManager, MarketAnalyser incl. InformationSelector, Content Service Provider, StrategyBuilder)

Target group for training material

• managers and employees

User of training material

• Trainers, managers, (consultants), employees who are involved in the e-business roadmapping processes Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 23

e-volution - roadmap for e-business implementation in Extended Enterprise

Component 1: Presentation material

Aim

• attract attention for the e-Volution methodology • Target group are potential user of the e-Volution tool-kit like managers of SMEs in EE constellations • The potential user gets an short overview about the benefits and a short description of the methodology

Structure

• Need for e-volution: Why to use e-Volution • Objectives • Target group (enterprises which already are or will become member of extended enterprises) • Approach (collaborative work on different level-EE members, management and employees) • Introduction of methodology concept including short description of modules and software tool-kit modules Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 24

e-volution - roadmap for e-business implementation in Extended Enterprise

Component 2: Training material

Aim

• Detailed description of methods, methodology workflow and structure • presentation slides are the basis for workshops/seminars, which can be held by trainers/consultants or for self study in combination with the software tutorials • The managers get a structured description of how to use the methodology and how and in which steps the software provides support Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 25

e-volution - roadmap for e-business implementation in Extended Enterprise

Component 2: Training material

Structure

• Based on methodology’s 4 module structure  General introduction and overview about the methodology  Module 1-4  Introduction of modules • Purpose and objectives • Structure and relation to other modules • Environment including organisation, participants, demands on participants  Approach • Workflow and method description, description of single steps with link to software Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 26

e-volution - roadmap for e-business implementation in Extended Enterprise

Component 3: Software tutorials

Aim Description of how to use the software as support for the methodology Structure  aim/purpose of the software  installation • system requirements • how to install • Access to the application (for different user like moderators or users)  Description of the features, functionalities and workflow, necessary input, what is the result Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 27

Project dissemination

e-volution - roadmap for e-business implementation in Extended Enterprise

• • Industrial Interest and Reference Group Presentation

Dissemination (presentation, publication, demonstration)

Project website

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 28

e-volution - roadmap for e-business implementation in Extended Enterprise

Aim of national Interest and Reference Group

• Integration of representatives from best practice companies, relevant forums, national chambers and industry and e business experts from the European countries of the consortium ´s members • broaden the perspectives for research • verify the project results • serve as important dissemination platform for the project

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 29

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved Interest and Reference Group results in Germany

(Selection)

• Designing and Publishing a project leaflet to support the acquisition of IG/IRG members and also other dissemination and marketing activities in 2003 • Publishing newsletters, in which IRG/IR are informed about the ongoing activities, e.g. the V.I.P.-newsletter of the F.A.Z.-Institute published regularly • Designing and publishing advertisements, in which IRG were searched, e.g. in the Kompass and TOP event catalogues of the F.A.Z-Institut in the period from 2003 until 2005 • Acquisition and care of 15 IRG during the period, which join the project • 1st IRG meeting on 25 September 2003 in Germany, including questionnaire and evaluation Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 30

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved Interest and Reference Group results in Germany

(Selection)

• Invitations to IRG/IG members to participate in selected events, connected to E Business and Innovation, e.g. symposium and trade fair ” e Business for medium sized business” in Bad Nauheim on 22 nd September 2004 • Special attending to new potential IRGs, organisations with strong interest in e-volution methodology and software in response to the marketing and will for cooperation, e.g. the company tempus

Zeitplan Systeme

in Gingen/Benz and the

Wirtschaftsförderung and Technologietransfer

(business development and technology transfer) Schleswig-Holstein GmbH and Frost & Frisch Convenience GmbH in Bielefeld • day-to-day public relations to IRG/IG • Invitation of the IRG/IG to the Final German Conference and involving them into the workshop on 28 April 2005 in Wiesbaden • Additional test cases AUTEV and Greschalux made from the IRG, supervised by IAF and M-BIS Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 31

e-volution - roadmap for e-business implementation in Extended Enterprise

German IRG test case AUTEV

Initial situation and EE scenario

• legal organisation, shareholders are 9 regional, independent, sometimes competing Small and Medium Sized Enterprises (SMEs) • service engineering organisation of innovative SMEs, serves global markets • Competitors are big global players, but competitive advantage of higher flexibility because of its organisation structure to integrate on demand the needed competences • value chain design and partner integration depends from the product/service specification (Virtual Enterprise) • e-business as basis for more efficient business 

Concentration on a specific business scenario and EE constellation

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 32

e-volution - roadmap for e-business implementation in Extended Enterprise

e-volution application area: e-commerce of complex ICT solutions

Value chain marketing/ sales procurement engineering service Extended Enterprise ICT infrastructure COMPLUS SERVICE

E –Business System server Central DB-Server AUTEV AG Location: TGZ SQL-Server Skyrix-Server AUTEV AG Location: TGZ

Private and public organisations

Customers E –Business System client AUTEV partners E –Business System client Supplier E –Business System client AUTEV partners Location: Kirchmöser SQL-Server E –Business System client AUTEV partner Location: Rathenow SQL-Server E –Business System client Page 33

e-volution - roadmap for e-business implementation in Extended Enterprise

Phases and status of inter-enterprise collaboration in AUTEV EE

Communication establishment Stabilisatio n of

• Definition of enterprise role in the network • Project coordinator, customer coordinator, network coordinator, development partner, production partner, service partner, quality manager, infrastructure manager • Definition, i.e. personalisation of responsibilities and assignment of resources • Agreement on communication procedures

collaborati on

• Stabilisation of collaboration and definition of coordination mechanisms • Benefits, IPR handling, penalties, costs/profit assignment • Definition of inter enterprise processes and workflows Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

Business partner integration

• Extension of enterprise boarders • Information sharing and ICT-integration and sharing • Business process and workflow integration • Cultural and social integration Page 34

e-volution - roadmap for e-business implementation in Extended Enterprise

German IRG test case AUTEV Realised activities within the scope of project IRG

 Presentation and transfer of the e-volution methodology (Modules 1-4) and software tool-kit to interested managers of AUTEV partners (based on the training material with reference to the AUTEV partners’ situation and needs)  access to the e-volution toolkit software to support real business operations  Support by the consortium in the testing phase through the provision of skilled personnel to the test case, on site in the premises of the test case  Assessment of the e-volution methodology and tool-kit by based on provided assessment procedure Supervised by partner IAF Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 35

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved results & feedback

Results for the test case

• Methodology and selected method transfer • Know-how transfer to support current running e-commerce project • Selected use of methods and tools within the scope of running activities • Core competence analysis (Module 2) • Markets segmentation and assessment (Module 3) • Commitment for common next steps based on methodological approach AUTEV and IAF keep in contact (common project)

Feedback

• Industrial requirements and e-volution concept are confirmed, software support is always welcome • Special interest in methodological and tool support structured market analysis • Methods and tools are usable for target group SME • Acceptance of the software tools is different, ASP-approach is OK • Integration strategy for ERP-systems is needed, especially for (MarketAnalyser) • Further EE problems also on cultural and management level Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 36

e-volution - roadmap for e-business implementation in Extended Enterprise

IRG test case Greschalux

e-business status

• on demand e-commerce (B2C) • e-work flow management (B2B)

e-business plans

• e-commerce, i.e. e-shop with product catalogue and product configurator in 2005/2006 and ex-tended e-marketing; • e-SCM • IT-supported offer management in the network; • e-procurement over the Internet and Supplier Relationship Management (SRM); • Offer management as extension of the INDIA work flow system for automated product compilation, product cost calculation and e-procurement; • Extension of the existing Management Information System (MIS) • e-Customer Relationship Management Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 37

e-volution - roadmap for e-business implementation in Extended Enterprise

The Greschalux EE value chain process model

EE value chain process model (AS-IS)

Marketing & Sales Customer order Product ion Assembly planning Assembly planning Assem bly at custom er locatio n Inv oici ng Service and maintena Mainten nce acquisitio n Serv./maint. order ance Invoicin g

EE value chain process model (TO-BE)

Marketing & Sales Customer Product order ion Assembly planning Assembly planning Assem bly at custom er locatio n Inv oici ng Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Invoicin g Service and maintenance Maintena order acquisition Serv./maint. order nce Legend

Partners Greschalux

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e-volution - roadmap for e-business implementation in Extended Enterprise

Greschalux Activities I/III

1. Methodological support for the just started internal e-commerce (marketing & sales) LAURA project o methodological support of the reengineering of the process o first project management activities documented and processed in the newly designed project management tool  first experiences in using network supporting project management tool at Greschalux and two of their biggest partners  enlargement of the tool to meet the requirements of project management in EE environment much better  improvement of the transparency of the entire project and single activities and their status 2. Support for the development and assessment of marketing & sales business strategies o work with the organisation analyser (module) starting till December 2004 with  analysing the processes marketing and sales  involvement of all involved and relevant process participants (Greschalux (marketing and sales department), partners (CEOs), some customers)  gathering of information following the organisation analyser methodology  combination, compression and discussion of final results in physical meetings o Meetings: 10.11.04; 24.11.04; 08.12.04

o common definition of a redefined ecommerce based marketing and sales strategy Supervised by partner M-BIS Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 39

e-volution - roadmap for e-business implementation in Extended Enterprise

Greschalux Activities II/III

Decision support on what modules need to be realized with priority o use of the organisation analyser support this decision making process o involvement of employees of Greschalux and relevant employees of the five biggest subcontractors o o physical meetings: 15.12.2004; 15.01.2005

decision made which modules have to be realised which what priority Decision support for regional implementations, adaptations or extensions o refer to point 3 Technological decision support (part of the ERP system/ special application) o use of the organisation analyser support this decision making process o involvement of employees of Greschalux and relevant employees of the five biggest subcontractors as well as two IT-Manager of the Holding CRH (Netherlands) o decision was made in the physical meetings on 08.02.2005; 15.02.2005

Supervised by partner M-BIS Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 40

e-volution - roadmap for e-business implementation in Extended Enterprise

Greschalux Activities III/III

6. Testing and evaluation of prototype solutions − lab tests at real system application simulation a M-BIS and interview functionality of the organisation analyser is used to evaluate the prototypes − tests are going on 7. Organisational changes and newly defined processes related to the strategy implementation − process redesign did start after the definition of the new strategy and its realisation − process was supported by the use of the project management tool Feedback from Greschalux and their partners − feedback was positive because all relevant persons could be implemented in the decision making process but with reduced time consumption by travelling and doing meetings − the used methodological support was given from the beginning to the end, from the strategy definition til the operational realisation of single implementation processes − the acceptance and usability of the organisation analyser was good for all involved user except the administrator o the administration was done from one programmer of M-BIS and one manager of Greschalux with the aim to teach and integrate project management abilities in the newly defined eCommerce based structure of the EE o the usability for the administrator was too complex which caused    too long learning phase time losses by using the system sometimes misunderstandings Supervised by partner M-BIS Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 41

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

Initial situation and EE scenario

- family-owned southern Italian company involved in the production and management of wood packaging offers to its customers innovative value added services: -

management of empty packages,

withdrawal and recovery of already used packaging

design of customised pallets according to customer’s specific needs for revision and reengineering of logistic processes IMBC’s strategy: to differentiate offer towards final customer 

IMBC is the EE constellation driver

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 42

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

IMBC EE main players

– •

FBR

wood straight bobbin production for telecommunication cables

• Interested to leverage on semi finished products (all the items needed for straight bobbin assembling) in order to have a higher number of potential customer.

• has stable relationship with Imbal Center, offering specific services for the procurement of raw materials mainly from European countries (Germany and Austria) and selling some wooden parts.

– •

CED Romano

administrative and financial services

• long term partner of Imbal Center.

– •

LGM

offers commercial services and specific support in the suppliers selection and rating

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 43

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

– – – – Imbal Center shares information on production schedule and available inventory with FBR, by an integrated e procurement process.

Supplies procurement lead time ranges from three to six months, so the integration of this process provide relevant benefit to Imbal Center. FBR, thanks to the long term experience in this industry, has a wide knowledge of the sourcing market which implies a significant efficiency during the purchasing process. High quality intra extended enterprise processes are enabled by the certification ISO 9000 reached by all the members.

COMMERCIAL SERVICES

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 44

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

Goals and EE benefits

– Imbal Center setting up a project with one of the main customers for remote inventory management: aiming to become the sole supplier of wood packaging – This could allow Imbal Center to considerably increase its own turnover (because this potential agreement means higher quantity of sold products) offering added value services, the remote inventory control, enabled by a direct electronic connection with this customer.

– Within the EE, information on administrative and financials issues are shared by using a mini ERP, which has been now enriched by adding several modules dealing with operations/production. The locations of these SMEs allows frequent face to face meeting useful to increase the internal collaboration.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 45

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

Activities performed

- Visit by UNISA at IMBC premises in order to identify production process specificity and internal organisation - Workshop finalised to identify: - IMBC markets and products - IMBC EE structures: identification of partners (FBR, CED ROMANO and LGM) and internal relationships - Workshop finalised to explain MM functionalities and subsequent data collection to feed e-Vo Market Module Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 46

e-volution - roadmap for e-business implementation in Extended Enterprise

Example for Italian IRG test case Imbal Center (IMBC) activities

Sensitivity analysis matrix

– – The feedbacks received by Imbal Center led UNISA to implement the Sensitivity Analysis: some answers to the questions related with the Wood Pallet - Consumer Product/Market (PM) area were modified in order to analyse the impact on the bubble position inside the matrix; The starting point of the PM area is in the

“stay on the current position”

area whereas the arriving point is in the

“invest in order to increase the market share”

area; Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 47

e-volution - roadmap for e-business implementation in Extended Enterprise

Italian IRG test case Imbal Center (IMBC)

Achieved results & feedback

Results Opportunity and Threats identification: To offer added value services for IMBC main customers in order to increase margins (i.e.: Stock management and pallet recycle) Final sold products not very complex, low barriers for new entrants Feedback Offered suggestions regarding usability/friendliness: GUI improvement Needs for a quick revision and simulation of the questionnaire answers: sensitivity analysis Efficient retrieval of market information: information selector and integration with the CSP Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 48

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved Interest and Reference Group results in Italy

  IRG/dissemination meeting conducted at UNISA’s premises February 2005 Promotional leaflet created, sent electronically and distributed manually to current IRG and to other e-business contacts (Cybion & UNISA). Questionnaire distributed.

 Specific focus spent towards IRG members (furniture) and

Esmalglass Febal

(ceramics) whom were personally visited at their offices  UNISA contacted

PlastCaudio

(automotive and electric household appliances) and gathered input for market module implementation  Online virtual meeting conducted in November 2003 on e-Vo website, focusing on e-business trends in EE Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 49

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved Interest and Reference Group results in Italy

   Italian IRG continually contacted via email/newsletter regarding project updates Communication to Rome Chamber of Commerce about project in searching IRG members Promotional materials published online on the e-Vo website in Italian language 

IRG test case Imbal Centre made from the IRG, supervised by UNISA

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 50

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved Interest and Reference Group results in Greece

– e-Volution dissemination event, organized by TEC • and ALTEC, on December 2004 in Chalkis, at the Evia Chamber of Commerce and attended by Greek IRG members (Planatech, KEK Kronos, Read S.A.) – Relevant feedback: Common agreement that general business and financial environment in Greece is not in favour of investments, especially in the “dot com” technologies.

• • Need for the provision of a localised (Greek) user interface.

• Greek IRG members (especially Planatech and Tiligadas) performed an evaluation of the current version of the software.

Evaluation results

should be avoided : All the software modules should be available as ASP services. Installation and maintenance requirements of local applications are considered a burden to the local IT departments and therefore, 

IRG test case Planatech made from the IRG, supervised by TEC

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 51

e-volution - roadmap for e-business implementation in Extended Enterprise

Greek IRG test case Planatech

IRG test case business scenario

• • • • Planatech S.A.

Rigid inflatable boat (RIB) manufacturer.

Specialized in high quality/price product range.

SME (19 employees).

Driver of a vertical Extended Enterprise, together with 3 suppliers (Tyligadas Bros SA, Costas Hronis, NEOTEX SA) and a subcontractor (Navimarine S.A.).

• e-Business scenario: Development of e-Business infrastructure for the on-line notification of suppliers for needed raw materials, for delivery scheduling and for the on-line update of price and part lists.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 52

e-volution - roadmap for e-business implementation in Extended Enterprise

Greek IRG test case Planatech

Activities performed

• • • • • Training of Planatech’s technical manager (Mr. Protopsaltis) to the e-volution methodology and toolkit.

Configuration of Strategy Builder software with the EE parameters and provision to the EE members as an ASP service.

Usage of the e-volution SB software to support real business operations.

On-site and phone support to interested EE members for the application and usage of e-Volution methodology and software.

Assessment of the e-volution methodology and software tools.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 53

e-volution - roadmap for e-business implementation in Extended Enterprise

Greek IRG test case Planatech

Achieved results & feedback

• • • • Results Configuration of the SB software tool with the Planatech’s EE parameters.

Provision of the SB and of the Content Service Provider to Planatech’s EE managers for usage as an ASP service.

Testing and evaluation of the e-Volution tools.

• • • • Feedback The feedback from the Planatech’s test case helped the consortium to the improvement of the Strategy Builder from the stand-alone to the web version.

The web interface of the SB was further improved to permit intuitive usage.

Further needs for training in the implementation of the methodology. Request for localized (e.g. Greek) training material Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 54

e-volution - roadmap for e-business implementation in Extended Enterprise

Dissemination events and activities

• Organization and realization of presentations at national representative business gatherings of SMEs • Workshops, presentations, and demonstrations to customers, chambers, and unions • Supporting dissemination activities by way of scientific papers in technological and business journals, EU dissemination media Publications and Marketing • Exhibition participation • Marketing & Public Relations Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 55

e-volution - roadmap for e-business implementation in Extended Enterprise

Overview of public relations & marketing activities

(selection)

• Development of project logo and project leaflet in English (German, Italian and Greek) • Leaflet and flyer distributions at exhibitions, e.g. distribution at the Hanover Trade Fair 2004 and 2005 • Regular advertisements of e-Volution in the event catalogues of TOP (edition: 30.000) and Kompass (edition: 8.000); in total more than 6 advertisements (total > 100.000 copies) • Continuous reports in newsletters about the current status quo of the project, e.g. V.I.P. newsletters of the department „Innovation projects“ (circulation: 4.000) of the F.A.Z.-Institut and TOP Newsletter of the F.A.Z.-Institut • Project leaflet enclosed to the folders for the SME´s events of the F.A.Z.-Institut, delivered in more than 100 workshops and seminars • F.A.Z.-Institut flyer (circulation: 8.000) • Advertisement of e-Volution in the leading daily newspaper Frankfurter Allgemeine Zeitung in April 2005 (planned) Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 56

e-volution - roadmap for e-business implementation in Extended Enterprise

Overview of public relations & marketing activities

(selection)

• Project leaflets were enclosed to the folders for the SME ´s events of the F.A.Z.-Institut, delivered in more than 100 workshops and seminars • F.A.Z.-Institut flyer (circulation: 8.000) • Advertisement of e-Volution in the leading daily newspaper Frankfurter Allgemeine Zeitung in April 2005 (planned) • Publications and articles in studies, newspapers and magazines, e.g. upcoming book of F.A.Z.-Institute, titled: “communicating for innovation” 5/2005; article of the project was published in a study of the F.A.Z. Institut/Mummert Consulting “Managementkompass, IT Strategie”, in 2004 Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 57

e-volution - roadmap for e-business implementation in Extended Enterprise

Presentations and demonstrations highlights

(Selection)

• Project presentations in Kompass and e-business related TOP company visits by F.A.Z.-Institut - as a fix part at the beginning of every event, in total more than 70 • Presentations in the international network of the partners, e.g. at the IUKE Awardsday in London (September 2003) a partner of the F.A.Z.-Institut - to pave the way and arouse interest for possible future international dissemination activities • Presentations at Chambers of Commerce and Industry, e.g. TEC and ALTEC at the ”Newsday on Innovation Management at the Chamber of Commerce and Industry of Evia”, June 2004 • Presentation at e-2003 conference in Bologna Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 58

e-volution - roadmap for e-business implementation in Extended Enterprise

Presentations and demonstration highlights

(Selection)

Impressions from

e-commerce express Innovative Organisation Concepts

conferences in March 2004 in Germany and • Exhibitions, e.g. InfoSystems Exhibition in Thessaloniki in October 2004 (ALTEC); the also presented the projects through exhibition participants at the CEBIT 2005 and at the Hanover Trade Fair 2003, 2004 and 2005 (F.A.Z.-Institute) • Presentations at universities / in the framework of universities, e.g. Cybion and UNISA • Co-organisation of e-commerce express conference 2004, Berlin • Co-organisation of Conference on innovative Organisation Concepts 2004, Magdeburg • Presentation of the project to the e-business forum portal (www.e-businessforum.gr) Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 59

e-volution - roadmap for e-business implementation in Extended Enterprise

Final German Conference

•

„

Success through Cooperation - Extended Enterprises - Overcoming Established Boundaries in Business“ • Location: Wiesbaden at CSC Ploenzke AG (German IRG) • Date: 28 April 2005 • Participants: about 60 (expected) • Language: German • Result dissemination, post-project exploitation preparation • e-Volution will be presented within workshops, workstations and discussion Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 61

e-volution - roadmap for e-business implementation in Extended Enterprise

Project Web site

– Web site release mid of November 02, domain www.e-vol.com reserved – General public information about the project including background, tasks, project partners etc.

– Project news (which can be posted by project partners) – Public site in English, Italian, Greek and German – Document server for project partners – up-and download of documents, presentations for project partners and in limited form for IG/IRGs – Virtual forum for national IRGs Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 62

e-volution - roadmap for e-business implementation in Extended Enterprise

Achieved results with project web site

– Closed workspace for IRGs and for partners via login and password – Online-registration for potential IRG members – Restricted view from IRG to partners space, partners have unlimited/free view on IRG-member site – Partners and IRG-members with different download rights – Implementation of closed for Germany, Italy and Greece (in the respective language) and a common forum (transnational) in English for all IRGs and partners (login and password same as for the e-vol-site ) – Events and deadlines on partner site and IRG-site – Public events and public download area – 8 online-registration from Germany, 9 from Greece, 14 from Italy Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 63

e-volution - roadmap for e-business implementation in Extended Enterprise

Exploitation and follow-ups

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 64

e-volution - roadmap for e-business implementation in Extended Enterprise

The exploitable project results

1. e-business road mapping methodology 2. e-Volution software tool kit prototype 3. industrial implementation and validation of methodology and prototype by test cases 4. training material 5. project web site 6. content service provider



Subjects of specification and exploitation planning in the Final TIP

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 65

e-volution - roadmap for e-business implementation in Extended Enterprise

The exploitation policy

– Definition of responsible partners for the availability of core exploitable results (core developers).

• •

Result No. 1: IAF.

Result No. 2: UNISA (Market Module, Information Selector), M-BIS (Organization Module), ALTEC & TEC (Integration Platform / Strategy Builder).

• •

Result No. 4: IBH.

Result No. 6: CYBION.

– The results themselves or the means to reproduce them (e.g. source code), will be available to every partner in the consortium.

– All extra consulting, maintenance and development services will charged according to the providing partners rates.

– Each partner will perform its own exploitation activities and reach to mutual agreements with other partners to get the services (e.g. training, customization, maintenance etc.) the specific customer needs. – New collaborations will be sought to further expand the sales network or the business opportunities. Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 66

e-volution - roadmap for e-business implementation in Extended Enterprise

Constitution of eVo II development organization

– Actions: •

A draft business plan was prepared about the establishment of a separate organization to market as a separate body the project’s results.

– Problems encountered: •

The consortium evaluated the development organization as inflexible, exposed to high administration and operational risks.

– Solution provided: •

The consortium adopted a more flexible exploitation policy. Each partner will follow its own exploitation policy according to the TIP. Mutual partner agreements will be reached according to specific market needs and customer requirements.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 67

e-volution - roadmap for e-business implementation in Extended Enterprise

The exploitation plan

– Actions: • •

Definition of the exploitable project’s results.

Definition of the consortium exploitation policy (incl. definition of roles and responsibilities).

– Problems encountered: •

The consortium evaluated the establishment of a separate development organization as inflexible and impractical.

– Solutions provided: •

The consortium adopted a more flexible exploitation scheme, where mutual partner agreements will be reached according to specific market needs.

– Results: • • •

Delivery of the draft TIP.

Delivery of the exploitation agreement (to be signed).

Preparation of the final TIP and e-TIP.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 68

e-volution - roadmap for e-business implementation in Extended Enterprise

Partners’ exploitation plans

Result

1 e-business road mapping methodology 2 e-Volution software tool kit prototype 3 industrial implementation and validation of methodology and prototype by test cases 4 training material 5 project web site 6 content service provider Contribution IPR claimed Contribution IPR claimed Contribution IPR claimed Contribution IPR claimed Contribution IPR claimed Contribution IPR claimed

IAF

UNISA

ALTEC

F.A.Z.- Institut IBH

M-BIS

TEC

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

Cybion

1 1 1

WINI

Veyhl

Exploitation activities forseen

1 Education, training 2 Publications 4 Dissemination activities (workshops, demos, etc.) 5 Internal Use 6 Marketing 7 IT service & information provision 8 Research 9 Solution Provision (IT & Consultancy) 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 69

e-volution - roadmap for e-business implementation in Extended Enterprise

The exploitation scenario

Local Market Existing Partners Sales/ 1st Level Support/ Consultancy Services Provision of tools and know-how / 2nd Level Support Existing Partners Local Market SMEs-EEs Local Network Requirements Core developers Orders / requests for updates/ new modules Existing Partners International Network Local Market

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

New Partners Local Market New

Page 70

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Summary of main achievements

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 71

e-volution - roadmap for e-business implementation in Extended Enterprise

Overview of results and conformity with the project

National Interest and Reference Groups and Dissemination www.e-vol.net

Training material Software tool kit prototype Methodology

May 2002 May 2003 May 2004

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002)

Test case implementations Content Service Provider

April 2005

Exploitation Organisation

Page 72

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Fulfilment of expected project results*

Technical work

  E-business strategy kit e-Volution: management methodology and web-based management decision support system, the modular e-Volution software tool-kit Content Service Provider as extension of existent “e gateway” portal  Successful realisation of industrial reference and show case for an Extended Enterprise of different size and nationality (Germany)   web page for dissemination and exploitation purposes;

Dissemination work

Constitution of national industrial Interest and Reference Groups (IRG)

Exploitation (post project)

  Commercialisation of methodology and software training concepts Constitution of an organisation for partners’ common exploitation activities Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) * Source: From the TA (DoW), 3rd Contract Amendment Page 73

e-volution - roadmap for e-business implementation in Extended Enterprise

Details of research and development work

Requirements

• WP 1 deliverables

E-business roadmapping Methodology

• WP 2 deliverables

Software-tool kit

• WP 3 deliverables • Online demo available at http://hephaestus.infoproject.com.gr/evo/evotoolisapi.dll/Home • Demo login: evodemo • Demo password: p455s

Training

• Deliverable 5.2

Content Service Provider

• Deliverable 5.3

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 74

e-volution - roadmap for e-business implementation in Extended Enterprise

Management review of administrative and financial aspects

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 75

e-volution - roadmap for e-business implementation in Extended Enterprise

Project partners, roles and competences



Researchers



Software developers



Business consultants



Multipliers



Target industry



National expert groups

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 76

e-volution - roadmap for e-business implementation in Extended Enterprise

Administrative project history

May 2002: Project kick-off June 2002: Withdraw of test case partner Plastifoto (I) July 2002: New test case partner Altro Studio (I) June 2003: Project Review March 2003: 1st Contract Amendment November 2003: Mid-term Review January 2004: Extended Project work plan May 2004: Project Review Aug/Sep 2004: Withdraw of all Italian test case partners Jan 2005: 2nd and 3rd Contract Amendment April 2005: Final Project Review, project end Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 77

e-volution - roadmap for e-business implementation in Extended Enterprise

Meeting project milestones

Delays in task finalising and ongoing revisions caused deviations from the initial milestones and work plan

M1 Set of system requirements as outcome of the research and the market surveys; month 6 (revised until 23) M2 Methodology concept as result of the integration of the differing approaches into the strategy roadmap; month 14 (revised until 24->36) M3 prototype of software facilitated e-Volution methodology; month 27 (revised between18->36) M4 implementation of method and prototype into industrial partners; month 32 (revised until 35) M5 constitution of content service provider; month 36 * Source: Operational project objectives from the TA (DoW), 3rd Contract Amendment Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 78

Final project work plan

e-volution - roadmap for e-business implementation in Extended Enterprise Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 79

e-volution - roadmap for e-business implementation in Extended Enterprise

Status quo of outstanding technical deliverables on 15.04.2005

Pending contractual deliverables

 Del. 3.5: Software documentation  Del. 4.2: Testing Report from German test case  Del. 4.3: Evaluation report on project test cases  Del. 5.2: Training concept and presentation materials  Del. 5.3: Content Service Organisation  Del. 5.1: Exploitation agreement  Del. 5.4: Business plan  Del. 6.1/2: Report on IRG activities Legend:  Internally reviewed, ready for submission  Finalised and submitted until 30 April 2005 latest Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 80

e-volution - roadmap for e-business implementation in Extended Enterprise

Status quo of outstanding administrative deliverables

Contractual deliverables

• 3rd Periodic Report • 3rd Cost Statement • Final Report • Final TIP  Draft versions available

Partner agreement at Project Management Meeting 13.-15.04.2005

• Deliverables are contractually due two months after end of the project latest • Finalising as soon as possible • Internal time schedule: May 2005 Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 81

e-volution - roadmap for e-business implementation in Extended Enterprise

Review of collaboration with the Commission

Collaboration with the PO and PTA

Monitoring of project • Irregular contact with coordinator, assistance on contractual issues and planning • Late explanations of problems, proposal of only formal solutions, little support regarding RTD work focussing • Lack of assistance on dissemination and exploitation • Meagre feedback on work during reviews Participation in Meetings • PO: Only Mid-Term and a Periodic Review Meeting • PTA: Kick-off, two Periodic Review and Mid-Term Meeting Assistance to the Consortia • Contractual matters, other issues Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 82

e-volution - roadmap for e-business implementation in Extended Enterprise

Experiences and lessons learned by the partners

Management, organisation and collaboration

• General commitment of partners to the project • European RTD project itself is an Extended Enterprise: partner integration on all levels needed • Especially different working stiles and cultures, competences and experiences needed to be harmonised • Important lessons learned for all partners • Good project management bodies and mechanisms on board, but not as efficiently used as expected • WP and Task leaders expected strong top-down technical management but this would limit creativity of RTD work • Bottom-up approach, based on industrial needs, was finally the more successful approach Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 83

e-volution - roadmap for e-business implementation in Extended Enterprise

Experiences and lessons learned by the partners

Management, organisation and collaboration

• Face to face meetings proofed to be most efficient way of collaboration, but limited by budget • Technical solutions, like video conference, failed because of IT-infrastructure reasons • Sequential instead of complex parallel work plan structure is regarded as more efficient in terms of mutual task management and problem handling • Ongoing tasks revision constrained the overall work progress • Administrative workload (reports, etc.) must have right balance compared with actual RTD work for partners

Project purpose and results

• Thematic complexity of EE issue cannot be addressed in total, but e-volution addresses real industrial needs in a certain area Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 84

e-volution - roadmap for e-business implementation in Extended Enterprise

External collaborations (IMS GMBH, D) within the scope of Extended project work plan

• (Planned) use of software tool-kit prototype for the development of Extended Enterprises meta business object models for e-business requirement specification and software design to create running software applications with database independent persistence and independently from the operative system • in June 2004 opening of IMS insolvency proceedings • Further development of the software prototypes was stopped, setback for Extended work plan and test case activities Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 85

e-volution - roadmap for e-business implementation in Extended Enterprise

Review of total project efforts (draft status on 15 April 2005)

Man power overview (year 3)

60 50 40 30 20 10 0 IAF M-BI S IBH Y3 (planned) F.

U N ISA C YBI O N Y3 (actual) AL TEC TEC Y1+2+3 (planned total) W IN I Ve yh l G PC Y1+2+3 (actual total) Pl ast i VI SI O N EMEC AL TR O Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Conditions: • Estimation of 3rd year resources Page 86

e-volution - roadmap for e-business implementation in Extended Enterprise

Man power and progress follow-up table (draft status on 15 April 2005)

- - - - - - - - - Man-Month (MM) - - - - - - - - - - - - - - - - - - Technical Progress % - - - - - - -

Task/Subtask (N°/title) TOTALS Partner (Name/ abbrev.)

IAF M-Bis IBH F.A.Z.-Institut UNISA Cybion Altec TEC WINI Veyhl Graphicolor Plastifoto Vision EMEC Altro Studio

TOTAL Year 1

a 32,00 3,20 11,00 7,24 20,30 4,70 12,84 7,50 6,30 2,30 1,00 0,00 1,00 1,30 1,55

112,23 Planned efforts - at start of period (MM) Year 2 Year 3

b 13,00 10,10 5,00 5,83 18,60 2,10 26,33 4,30 2,00 1,40 1,60 0,00 0,70 1,30 1,05

93,31

c 12,00 1,20 5,80 6,93 6,60 4,00 7,83 3,60 5,20 4,30 0,10 0,00 0,10 0,00 0,00

57,66 Total

57,00 14,50 21,80 20,00 45,50 10,80 47,00 15,40 13,50 8,00 2,70 0,00 1,80 2,60 2,60 263,20 Year 1

a1 32,30 5,20 12,30 9,40 21,20 3,00 13,00 5,80 6,30 1,50 1,00 0,00 0,60 1,60 1,30

114,50 Year 2

b1 20,80 10,50 5,19 4,53 21,80 3,00 21,75 3,09 2,00 1,54 1,43 0,00 0,60 0,70 0,70

97,63 Actual effort (MM) Year 3

c1 19,50 4,00 4,70 6,15 13,00 5,70 19,16 5,18 5,40 3,70 0,60 0,00 0,15 0,00 0,00

87,24 Total

72,60 19,70 22,19 20,08 56,00 11,70 53,91 14,07 13,70 6,74 3,03 0,00 1,35 2,30 2,00 299,37

Devia tion (MM) Totals

d1-d

15,60 5,20 0,39 0,08 10,50 0,90 6,91 -1,33 0,20 -1,26 0,33 0,00 -0,45 -0,30 -0,60 36,17

Planned (%) Assessed* (%) Deviation (%) Year 3 Year 3 Year (now)

100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

100%

127% 136% 102% 100% 123% 108% 115% 91% 101% 84% 112% 75% 88% 77%

114% 27% 36% 2% 0% 23% 8% 15% -9% 1% -16% 12% -25% -12% -23% 14%

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Conditions: • Estimation of 3rd year resources Page 87

e-volution - roadmap for e-business implementation in Extended Enterprise

Review of total project cost situation (draft status on 15 April 2005)

Budget overview (%) year 3

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% IAF M-BIS IBH F.A.Z.

UNISA CYBION ALTEC TEC WINI Veyhl GPC Plasti VISION EMEC ALTRO Y3 (planned) Y3 (actual) Y1+2+3 (planned total) Y1+2+3 (actual total) Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Conditions • Pending 2nd period cost statement analysis process after modifications • Estimation of 3rd year costs Page 88

e-volution - roadmap for e-business implementation in Extended Enterprise

Review of total project cost situation (draft status on 15 April 2005)

Budget overview (€) year 3

450.000,00 € 400.000,00 € 350.000,00 € 300.000,00 € 250.000,00 € 200.000,00 € 150.000,00 € 100.000,00 € 50.000,00 € 0,00 € IAF M-BI S IBH F.

U N ISA C YBI O N AL TEC TEC W IN I Ve yh l G PC Pl ast i VI SI O N EMEC AL TR O Y3 (planned) Y3 (actual) Y1+2+3 (planned total) Y1+2+3 (actual total) Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Conditions • Pending 2nd period cost statement analysis process after modifications • Estimation of 3rd year costs Page 89

e-volution - roadmap for e-business implementation in Extended Enterprise

Project’s budget follow-up table (draft status on 15 April 2005)

PARTNER TOTAL Cost Category

Labour Overheads

Labour+Overheads

Travel Durable Eqmt.

Consumables Subcontracting Other Adjustements

Total BUDGET

e 1.290.926,00 € 804.431,00 € 2.095.357,00 € 146.230,00 € 31.913,00 € 20.276,00 € 98.469,00 € 0,00 €

2.392.245,00 € Year 1

a1 502.843,89 € 314.722,78 € 817.566,67 € 43.339,29 € 3.295,35 € 90,00 € 70.000,00 € 0,00 €

934.291,31 € Table 3: Budget Follow-up Table ACTUAL COSTS (EUR) Total Pct. Spent (%) Year 2

b1 289.291,02 € 176.146,33 € 465.437,35 € 38.186,48 € 6.026,21 € 402,07 € 1.621,40 € 0,00 € -5.632,85 €

506.040,66 € Year 3

c1 417.439,33 € 259.637,90 € 677.077,23 € 36.865,45 € 5.054,33 € 2.000,00 € 26.999,00 € 26.540,46 €

774.536,47 € Total

e1 1.209.574,24 € 750.507,01 € 1.960.081,25 € 118.391,22 € 14.375,89 € 2.492,07 € 98.620,40 € 26.540,46 € -5.632,85 €

2.214.868,44 € Year 1

a1/e 39% 39% 39% 30% 10% 0% 71% 0% 0%

39%

Year 2

(a1+b1)/e 61% 61% 61% 56% 29% 2% 73% 0% 0%

60%

Year 3

(a1+b1+c1)/e 94% 93% 94% 81% 45% 12% 100% 0% 0%

93%

Remaining Budget

e-e1 81.351,76 € 53.923,99 € 135.275,75 € 27.838,78 € 17.537,11 € 17.783,93 € -151,40 € -26.540,46 € -5.632,85 €

166.110,86 €

Comments on major budget deviations

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Conditions • Pending 2nd period cost statement analysis process after modifications • Estimation of 3rd year costs Page 90

e-volution - roadmap for e-business implementation in Extended Enterprise

Reimbursement of funding from contractors in April 2005

GPC, Vision, EMEC

• Total payments are higher than 85% cut-off figure and even higher than calculated total funded budget, as a result of 2nd contract amendment.

Altro Studio

• Total payments are higher than 85% cut-of figure, as a result of 2nd contract amendment.

• According to the Annex II of the Contract, Article 3(4), the Coordinator sent request with time limit (invoice) by registered letter to the contractors to reimburse the difference, as directed by the Commission’s Contract Unit.

• The reimbursed funding will be hold by the Coordinator in trust until final payment.

Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 91

e-volution - roadmap for e-business implementation in Extended Enterprise

Retention of partner funding

1st payment

• Partners IBH and Plastifoto reach 85% cut-off figure • Retention of funding by Coordination and held in trust until final payment

2nd payment

• Partners UNISA reaches 85% cut-off figure • Retention of funding by Coordination and held in trust until final payment • Partner IBH, due do negative payment balance, is now below 85% cut-off figure • Retention from 1st periodic payment is offset against negative 2nd payment balance • Still negative 2nd payment balance is charged by the Coordinator to pay other partners Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 92

e-volution - roadmap for e-business implementation in Extended Enterprise

1st and 2nd periodic payments

1st payment

• Coordinator gives advance payment to partners FAZ, TEC, GPC and Altro Studio (negative payment after costs modification and deduction of 20% of Commission’s advance payment) on the assumption that cost will be finally accepted and payment from the Commission is done • Negative payment balance of partners FAZ, TEC and GPC is offset against additional Commission payment in 2nd round • Altro Studios costs are accepted in 3rd round by not paid by the Commission because no interim payment of less than 10 T € • Advance payment from Coordinator to Altro Studio is still not refunded

2nd payment

• Coordinator offsets his advance payment to Altro Studio from 1st payment against 2nd payment • Negative payment balance of partners IBH, FAZ, TEC (costs modification and deduction of about 40% of Commission’s advance payment): request for reimbursement of funding to the Coordinator to held funding in trust Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 93

e-volution - roadmap for e-business implementation in Extended Enterprise

Summary of the amounts transferred from coordinator to the contractors Name of

Contractor

IAF M-BIS IBH FAZ-Institut UNISA Cybion ATEC TEC WINI Veyhl Graphicolor Plastifoto Vision EMEC Altro Studio Totals

Advance: amount

168.772,00 Ђ 0,00 Ђ 64.065,00 Ђ 64.205,00 Ђ 116.604,00 Ђ

date

17.06.2002

30.000,00 Ђ 25.450,00 Ђ 28.639,00 Ђ 14.000,00 Ђ 12.000,00 Ђ 0,00 Ђ 7.000,00 Ђ 11.000,00 Ђ 7.000,00 Ђ 548.735,00 Ђ 17.06.2002

17.06.2002

15.04.2003

Period: 1 amount

23.604,24 Ђ 72.073,55 Ђ 121.323,42 Ђ 6.509,92 Ђ 46.583,65 Ђ 12.124,14 Ђ 5.701,15 Ђ 913,75 Ђ 2.194,50 Ђ 2.525,00 Ђ

05/02-04/03 date

05.12.2003

23.12.2003

05.12.2003

23.12.2003

293.553,32 Ђ

Period: 1 amount

92.643,97 Ђ 61.324,93 Ђ 4.080,46 Ђ 22.750,98 Ђ 11.510,46 Ђ 936,19 Ђ 900,00 Ђ 194.146,99 Ђ

05/02-04/03 date

08.04.2004

Period: 2 amount

15.107,96 Ђ 26.545,93 Ђ -1.775,49 Ђ -154,29 Ђ 650,58 Ђ 7.816,68 Ђ 49.244,95 Ђ -2.699,15 Ђ 827,71 Ђ 4.139,56 Ђ -2.696,24 Ђ 0,00 Ђ -3.232,60 Ђ -6.088,20 Ђ -17,25 Ђ 87.670,15 Ђ

05/03-04/04 date

15.04.2005

Total

276.523,93 Ђ 50.150,17 Ђ 134.363,06 Ђ 125.375,64 Ђ 238.578,00 Ђ 18.407,06 Ђ 125.828,60 Ђ 45.501,83 Ђ 53.101,31 Ђ 23.840,71 Ђ 10.239,95 Ђ 913,75 Ђ 5.961,90 Ђ 8.336,80 Ђ 6.982,75 Ђ 1.124.105,46 Ђ Project funded by the European Community under the ‘Competitive and Sustainable Growth’ Programme (1998-2002) Page 94