Transcript No Slide Title

New Perspectives On The
Technology Transfer Process
Lee Greguske
Rockwell Automation
October 26th, 1998
Agenda
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Technology Flow, Transfer, Mechanisms
Technology Transfer Goals
Technology Transfer Impact Factors
Technology Transfer Summary
Rockwell Automation Confidential
Page 2
Technology Transfer Definitions
• Technology Transfer Process defines how technology is
transferred between two business/project entities
• Technology Transfer is defined as a single event or a sequence of
events that use “defined mechanisms” to achieve the transfer of a
“technology” between two functional areas
– Technology Transfers may be scheduled/planned within a
project
– Technology Transfers may occur on an opportunistic
unscheduled basis within business operations
– Technology Transfers are always Bi-directional in nature
• Technology Transfer Mechanism - defines a specific instance of
how technology is transferred
• Deliverables are defined as the technology transferred between
the business or project entities.
Rockwell Automation Confidential
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Goal of Technology Transfer Process
• Optimize both process attributes and transfer
mechanisms to achieve a successful transfer
– Given that an individual project is accountable for
the selection of its own goals and resources, then
“variables” that potentially can be standardized are
“transfer mechanisms”
– Given that there may be different transfer
requirements within the same project then a set of
mechanisms may be required to be used to achieve
a successful transfer.
• To promote consistency, ease of use, leveraged re-use
and efficient use of resources without constraining
innovation and ingenuity of participants using the
process
Rockwell Automation Confidential
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Major Elements Required in Technology Transfer
• Expertise/Know-how
• Coordination of matched resources at correct
time
• Common Domain Language
• Comfort Level / Buy In
How does one measure and develop each of
the elements during the life of the project to
ensure successful transfer ?
Rockwell Automation Confidential
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How are are success measures judged and by whom ?
• Measures usually Lag the Technology Transfer Action
• Measures are largely subjective
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Receiver / Customer
Project Sponsor
Project Team
Technology Source / Creator
Rockwell Automation Confidential
Page 6
Factors Impacting Technology Transfer Success
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Project Sponsorship e.g. Executive Management
Co-Location of team
Support - Training of project participants
Shelf Technologies Need Better Support / Publication-Awareness
Lack of Hard Quantifiable Measures
Lack of visible success due to long Technology Life Cycle
( Research to Product)
Failures breed lessons that are not captured
Contract Paradigm versus Agile Learning Paradigm
(Measures Output) versus (Measures Process)
Buy In From The Participants
Expertise Is Available in all required areas in both source and
receiver
Team Member Relationships
Rockwell Automation Confidential
Page 7
Successful Transfers Involve People
• Technology Transfer is the result of successful
human relationships
• The most successful Transfer Mechanism
involves personnel transfer
– Hard to achieve, not compatible with current
Western organizational (employment/work
methods) and Social Structures
• Technology Transfer may be significantly
improved in the future by computer
aids/information sharing tools
Rockwell Automation Confidential
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Attributes of a successful technology transfer process
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Is the result of good planning
Needs to use quality resources
Use efficient mechanisms and/or tools
Operate in a timely manner
Rockwell Automation Confidential
Page 9
Technology Transfer Summary
• Movement from a measure of discrete event output to
that of an agile continuous process
• Move to provide a library of proven technology transfer
mechanisms with their individual metrics for different
types of transfer situations
• The single technology transfer process for a company
may be sufficiently defined as
– Identify Project
– Identify Deliverables
– Identify Transfer Mechanisms
– Identify Resources
– Execute Project Plan
Rockwell Automation Confidential
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