Strategic Technology Planning

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Oct 24, 2013 (3 years and 9 months ago)

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Strategic Technology Planning
-

Lecture 2

1

Strategic Technology Planning


Lecture 2

Case Studies

© 2009 ~ Mark Polczynski

Strategic Technology Planning
-

Lecture 2

2

Technology

Strategy

How will you

get these
technologies?

Core

Technologies

Where are you
starting from?


Technology

Roadmap

What
technologies will
you need?

Goal is to create a
strategy

for technology development

What, why, when, who, where, how?

End

Game

Product

Roadmap

What products
will the world
need from you?

Core

Technology

Definition

What is a core
technology?

Starting

Points

Starting

Points

Strategic Technology Planning
-

Lecture 2

3

Example: Company X Core Technologies
*



Mechanics


Force/power transmission (gears/levers/etc.)


Fluid mechanics (air/liquid)


High durability in harsh environment


Low
-
cost, mass
-
producible


“Miniaturization” (high power density)


Low noise/vibration

Electronics


High power


Low power


High reliability in harsh environment


Low
-
cost, mass
-
producible


Miniaturization (high power/control density)

Communications


Optimized architecture (interoperability)


Robust/secure


Efficient bandwidth utilization

Algorithms/Software


System


Performance optimization


Diagnostics/prognostics


Embedded


Real time


Minimal hardware


Robust (harsh environment)

Fundamental Sciences


Metals


Polymers


Coatings


Fluids


Electrochemistry


Electromagnetic fields


Arc science

Let’s examine this
core technology at
Company X

Strategic Technology Planning
-

Lecture 2

4

How does this work in practice
?


Electronics
per se

can be considered a “commodity” (e.g. consumer
electronics).


But for Company X the ability to design and manufacture electronics
to
all

of the following requirements constitutes a core technology:


1. Miniature
and

2. High
and

low power
and

3. Harsh environment
and

4. Low cost, mass producible.



A competency in miniaturization, for example, does not constitute a
core technology for Company X. Only the
combination

of all five
capabilities provides a competitive advantage.



This total set of five competencies provides a source of competitive


advantage
if

competitors find this difficult to do or get.

Case Study:

$3B Manufacturer of

Fluid Power Components

5

Strategic Technology Planning
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Lecture 2

Fluid Power Group:
Customer Value/Need



Cost

(component/system)



Purchase
(get it)



Operation
(make it work)



Maintenance
(keep it working)




Performance

(what you bought it for)



Density
(mass/volume)



Efficiency
(energy)



Speed
(response time)




Emissions

(what you didn’t buy it for)



Acoustic emissions
(zero noise)



Liquid/gas leakage
(zero leak)

6

Strategic Technology Planning
-

Lecture 2

Always

start

here!

Fluid Power Group:
Technical Capabilities



Hardware

(Physical)



Electronics (for controls, sensors, and actuators)



Materials/structures



Mechanisms (making mechanical components do something)



Transducers (sensors)



Software

(Virtual)



Control algorithms (how things are supposed to work)



Diagnostic/prognostic algorithms (what to do when they don’t work)



Communications (architecture, protocols…)



Human interface



Systems

(Solution)



System architecture design (how things go together)



System/component modeling/simulation/verification (how things behave)



System/component optimization (optimize cost, performance, emissions)

7

Strategic Technology Planning
-

Lecture 2

Long
list

Fluid Power:
Core Technologies



Hardware

(Physical)



Electronics (for controls, sensors, and actuators)



Materials/structures



Mechanisms (making mechanical components do something)



Transducers (sensors)



Software

(Virtual)



Control algorithms (how things are supposed to work)



Diagnostic/prognostic algorithms (what to do when they don’t work)



Communications (architecture, protocols…)



Human interface



Systems

(Solution)



System architecture design (how things go together)



System/component modeling/simulation/verification (how things behave)



System/component optimization (how to optimize cost, performance, emissions)

8

Strategic Technology Planning
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Lecture 2

Short
list

Fluid Power: Core Technology Top Priorities



Electronics


-

High power


-

High temperature


-

Miniaturized



Materials


-

Elastomers


-

Coatings


-

Fluids


-

Composites



Control algorithms


-

Mixed
-
technology (electrohydraulic) feedback control


-

Adaptive control


-

Non
-
linear system control



Diagnostics/prognostic algorithms


-

Fluid condition monitoring


-

Arcing fault


-

Smart pump


-

Smart hose



System architecture design


-

Fluid power generation/distribution/actuation


-

Electrical power generation/distribution/actuation


-

Cooling system



System/component modeling/simulation/verification


-

Acoustic noise generation/transmission/attenuation (NVH)


-

Fluid (liquid/gas) flow (CFD)


-

Heat transfer

9

Strategic Technology Planning
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Lecture 2

Goes in this year’s
strategic technology
development plan

Strategic Technology Planning
-

Lecture 2

10

Technology

Strategy

How will you

get these
technologies?

Core

Technologies

Where are you
starting from?


Technology

Roadmap

What
technologies will
you need?

Goal is to create a
strategy

for technology development

What, why, when, who, where, how?

Core technology

top priorities

Product

Roadmap

What products
will the world
need from you?

Core

Technology

Definition

What is a core
technology?

Fluid Power:
Core Technology Detail



Electronics


-

High power


-

High temperature


-

Miniaturized



Materials


-

Elastomers


-

Coatings


-

Fluids


-

Composites



Control algorithms


-

Mixed
-
technology (electrohydraulic) feedback control


-

Adaptive control


-

Non
-
linear system control



Diagnostics/prognostic algorithms


-

Fluid condition monitoring


-

Arcing fault


-

Smart pump


-

Smart hose



System design architecture/optimization


-

Fluid power generation/distribution/actuation


-

Electrical power generation/distribution/actuation


-

Cooling system



System/component modeling/simulation/verification


-

Acoustic noise generation/transmission/attenuation (NVH)


-

Fluid (liquid/gas) flow (CFD)


-

Heat transfer

11

Strategic Technology Planning
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Lecture 2

Complex
harmonization!

Case Study:

$10B Diversified Industrial

Manufacturer

12

Strategic Technology Planning
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Lecture 2

Controls


Current

Applications

-

Electrical

-

Mechanical

-

Hydraulic

Current

Products

Current Situation
:

13

Strategic Technology Planning
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Lecture 2

Comm.


Human
Interface

Fault Detection


Fault Protection


Sensors


Actuators


Power
Generation


Power
Transmission


Power
Consumption


Question
:


What
new

technologies

will be needed to help create and
support future growth opportunities?

Future
:



Major
applications

will
not

change: power generation, transmission,


and consumption in electrical, mechanical, and hydraulic systems.



Basic

products will
not

change: sensors, actuators, fault detection and


protection, and controls.

Problems
:



Growth
opportunities

here do
not

match growth
requirements
.



Current products are physical/tangible, and therefore capital intensive,


further

limiting ability to grow.

Solution
:



Develop value
-
added solution and value
-
added services products.



Such products provide incremental growth opportunities founded on


current basic products.


These are non
-
physical, intangible
intellectual capital
products.

14

Strategic Technology Planning
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Lecture 2

Controls


Current

Applications

-

Electrical

-

Mechanical

-

Hydraulic

Current

Products

Strategic Technology Development Plan
:

15

Strategic Technology Planning
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Lecture 2

Comm.


Human
Interface

Fault Detection


Fault Protection


Sensors


Actuators


Power
Generation


Power
Transmission


Power
Consumption


Performance

Monitor

Performance

Optimization

Degradation

Monitor

Degradation

Compensation

Performance

Monitor

Adapt

Degradation

New

Products

Future Growth Opportunities






There are four distinct value
-
added solution/service new product opportunities. The
areas are defined according to:



Performance

-

relates to expected, planned, desired behaviors, i.e., systems


that are “in control”.



Degradation

-

relates to unexpected, unplanned, undesired behaviors, i.e.,


systems that are “out of control”.



Monitor

-

relates to simply determining the condition of a system.



Adapt

-

relates to changing the behavior the system.


Performance

Monitor

Performance

Optimization

Degradation

Monitor

Degradation

Compensation

Performance

Monitor

Adapt

Degradation

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Strategic Technology Planning
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Lecture 2

Value
-
Added


-

Solutions


-

Services

There are
four

distinct value
-
added solution/service opportunities
:

-

Performance monitor

-

Performance optimization

-

Degradation monitor

-

Degradation compensation

There are
three

areas of application
:

-

Power generation

-

Power transmission

-

Power consumption

There are
three

market segments
:

-

Electrical systems

-

Mechanical systems

-

Hydraulic systems

The growth opportunities for are beyond comprehension!

17

Strategic Technology Planning
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Lecture 2

Good News
:


Because Company X has excellent understanding of customer
applications, it is in an excellent position to provide these
value
-
added solutions/services.


Bad News
:


Beyond some rudimentary abilities to monitor performance,
very few people really know how to do this stuff for large,
complex systems, which is where all the money is!


Most success stories utilize “conventional wisdom” to provide
these functions, not “technology” per se.

18

Strategic Technology Planning
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Lecture 2

Strategic Technology Plan Recommendation
:



The technology of “
Intelligent System Architectures
” is just


developing.



Anyone that wants to make lots of money in this area needs to


“institutionalize” this new technology.



Company needs access to this technology (internal or
external) to grow in this area.

19

Strategic Technology Planning
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Lecture 2

Recommendation
:

1.

Add a new research group called “
Intelligent System Architecture
”.

2.
Group would be to create/acquire general models and algorithms for:



-

Performance monitoring,


-

Performance optimization,


-

Degradation monitoring,


-

Degradation compensation,



for large, complex power generation, transmission, and


consumption applications for electrical, mechanical, and hydraulic


systems.


How would this affect Company X Research and Development?

20

Strategic Technology Planning
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Lecture 2

How Should We Organize Corporate Technology?





Algorithms/Software


System


Performance optimization


Diagnostics/prognostics


Embedded


Real time


Minimal hardware


Robust (harsh environment)




Fundamental Sciences


Polymers


Electrochemistry


Electromagnetic fields


Arc science




Mechatronics/Sensors/Actuators


Force/power transmission


“Miniaturization” (high power density)


High durability in harsh environment


Low
-
cost, mass
-
producible



Electronics/Controls


Miniaturization


High power


Low power


Full frequency range


Harsh environment


Low
-
cost, mass
-
producible



Communications


Architecture


Robust/secure


Bandwidth utilization


Previous


R&D group organization

21

Strategic Technology Planning
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Lecture 2

How Should We Organize Corporate Technology?





Embedded Software


Real time


Minimal hardware


Robust (harsh environment)




Fundamental Sciences


Polymers


Electrochemistry


Electromagnetic fields


Arc science



Intelligent System Architectures


Performance monitoring


Performance optimization


Degradation monitoring


Degradation compensation



Mechatronics/Sensors/Actuators


Force/power transmission


“Miniaturization” (high power density)


High durability in harsh environment


Low
-
cost, mass
-
producible



Electronics/Controls


Miniaturization


High power


Low power


Full frequency range


Harsh environment


Low
-
cost, mass
-
producible



Communications


Architecture


Robust/secure


Bandwidth utilization


New

proposed R&D group organization

22

Strategic Technology Planning
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Lecture 2