gic2011 aula6-ingles

Information & Knowledge Management

Real-Time Information & Knowledge Management

Marielba ZacariasProf. Auxiliar DEEI

FCT I, Gab 2.69, Ext. [email protected]

http://w3.ualg.pt/~mzacaria

mailto:[email protected]

mailto:[email protected]



Summary

Real-time processes

Information Management

Knowledge Management

Enterprise Dashboards

Real-time management of qualitative information

The need for “real-time” cycles

Complex, dynamic, uncertain world

WWW, bandwith

Nothing new for industrial processes

...but for services

“Real-time”Real-time Enterprise (RTE)

information about the right processes for the right people at the right time and price

real-time is not necessarily instantaneous

entails answering

critical information?

latency requirements?

ROI?

RTE ActivitiesData capture

automatic (RFID) & manual (data entry)

high data volume

filtering/selection, storage

Data Monitorization

Early detection of anomalous data

Which data should be monitorized?

RTE ActivitiesData analysis

Analytical methods and techiques

Data visualization

dashboards

facilitate metric measurement and management through a unique interface

friendly and consolidated views show, performance indicators

graphic, typically web-based

visualization + effective than reports

Some definitionsMeasurement

Body temperature

Car temperature

Metric

Cold/Hot

Indicator

If temp > 38.5 give medicine

If temp > ? stop car, pour water in radiator

Dashboards

RTE Activities

Interpretation and Action

interpretation in a given context

prioritization

appropriate and timely action

RTE ActivitiesFeedback and continuous improvement

Iterative processes

Gradual Improvement

Performance metrics about

data

processes

technology

people

RTE Activity Cycle

data capture & monitorization

data analysis & visualization

interpretation & action

feedback & continuous

improvement

RTE OTISpresident

regionalo!ces

zonedirectors

districto!ces

field o!ces

president

regionalo!ces

zonedirectors

districto!ces

field o!ces

OTISLINE

Information Flows

before

after

Real-Time Knowledge Management

Immediate access and sharing of up-to-date operational information

Concurrent interaction among actors

Immediate action when needed

Action-Learning OODA Cycle

Observation

Anomalous situations, changes

Orientation

Threat & Opportunity Interpretation

Decision (decide answer)

Action (execute answer)

OODA Cycle

digital dashboardsbusiness intelligence

human interventionknowledge sharing

scheduled & organized meetings

Western-DigitalSupply Chain

billsdevolutions

backloginventory

POSdeliveries

client/channel

materialsproductsbacklog

efficiency

Real time?(push model)

Push Model

Reactive & corrective feedback loops

Organization logic and information presentation pre-defined, pre-configured and pre-programmed

Hinders multiple interpretation or answers over the the same information base

Real time?(pull model)

Real-time Knowledge Management!1

Deals with critical adaptation, survival and competency issues with organizations facing radical & discontinuous environmental changes

Involves processes that combine IT & creative and innovative information processing of human actors

Push model

Knowledge Management = Information Management

Focus on IT + repositories

right information at the right time and place

Focus on

Good practices, training and learning,

Change culture, collaboration & virtual organizations

automatization, redesign & process improvement

Pull model

Overall Business Performance

Strategy as the driving force in selecting and adapting processes, activities and IT

Careful IT selection

Enterprise Architectures

Valuable...if properly used

Real-time in numbers

Airline Operations: from 20 min to 30 sec

Commercial transaction analysis: 30 min to 5 sec

Supply Chain updating: 1 day to 15 min

Telephone activation: 3 days to 1 hour

Finance Monitorization: 1 day to 5 min

Document transfers: 3 days to 45 sec

PCs on-demand: 6 weeks to 1 day

Various Tools

Artificial Intelligence

Business Intelligence

Data Mining

Text Mining

Expert Systems

Neural Networks

Genetic Algorithms

Business Intelligence

Data Mining

Clustering

Classification

Association

diaper + beers + football games

Sequence analysis

Recurrent sequences

Classification

Text Mining

Expert Systems

Neural networks

Genetic Algorithms

Tools in research

Extending RTE to qualitative information

ActionCapture

Context Visualization

Context Integration

ContextAnalysis

ContextDiscovery

Bootstrapping

Contexts

Actions

Tasks-Resources

Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions

Action Capture

nº Date foll. SubjectAction Type Receiver

Nested Action Main resource-related items

..supporting Resources (tools, people, information items)

... ... ... ... ... ... ... ... ...20 1-Apr 0 Prof. Smith request Alice pay course X e-mail

21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records

22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail

23 1-Apr 22 Alice inform pay will proceed when requirements are sente-mail

24 1-Apr 23 Prof. Smith request Alice pay without payment requirements e-mail

25 1-Apr 24 Prof. Smith inform Alice reason for not sending requirements

26 1-Apr 25 Prof. Smith inform Alice promise requirements for date D e-mail

27 2-Apr 26 Alice analyze payment request and reason given

28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone

29 2-Apr 28 Alice's boss analyze payment request and reason given

30 2-Apr 29 Alice's boss suggest Alice accept payment request of Prof. Smith telefone

31 2-Apr 30 28 inform Alice prof. Smith is a good professor telefone

32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail

33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith

34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail

Object Description| Action


Context Discoverynº Date foll. Subject

Action Type Receiver





23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail






8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file

9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail

17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices

19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs

2 1-Apr 1 Alice request Luisa search travels folder

4 1-Apr 3 Alice request Luisa register invoice data in travels file

5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file

6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file

13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file

14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder

11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook



Context Discoverynº Date foll. Subject

Action Type Receiver





23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail






8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file

9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail

17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices

19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs

2 1-Apr 1 Alice request Luisa search travels folder

4 1-Apr 3 Alice request Luisa register invoice data in travels file

5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file

6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file

13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file

14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder

11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook


context name


Context Analysisa1 = prof. Smith paymenta2 = contacts & callsa3 = course budgeta4 = student scholarshipa5 = travel arrangements



a5

a2a3

a6

a4

a10

a9

a8

1,3

2

4

5

6 7,9

8

10

11

1213

14

context switches



Prof. Smith Payment Context Support to POSI management Context

Alice Alice's bosspayment, payment requirements

request-accept inform-acknowledge

recurrent information items & interactions

a5

a2a3

a6

a4

a10

a9

a8

1,3

2

4

5

6 7,9

8

10

11

1213

14

context switches


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy

prof. Smith paymentPOSI document handling

POSI candidate stu

dents

POSI budget ellaboration

a3/

lxx

POSI budget training and supervision

POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

context-based networks






a5

a2a3

a6

a4

a10

a9

a8

1,3

2

4

5

6 7,9

8

10

11

1213

14

context switches


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy


POSI candidate stu

dents


a3/

lxx


POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

context-based networks


(1) request payment(2) check payment requirements(3) accept payment

recurrent action sequences





a5

a2a3

a6

a4

a10

a9

a8

1,3

2

4

5

6 7,9

8

10

11

1213

14

context switches


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy


POSI candidate stu

dents


a3/

lxx


POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

Context Integration


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy


POSI candidate stu

dents


a3/

lxx


POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

Context Integration

recurrent action sequences:(1) request payment(2) check payment requirements(3) accept payment

CheckRequirements

Alice's Strategy: payments

ok? OrderPayment

InformPayment

Request Requirement

Inform about Requirements

no

yesAcknowledge

reception

Professor

Receive request

RequestPayment

SendRequirements

ReceivePayment

Acceptance

ReceiveRequest Ack.

april, 2004

tools (excel)


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy


POSI candidate stu

dents


a3/

lxx


POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

Context Integration


CheckRequirements


ok? OrderPayment

InformPayment

Request Requirement


no

yesAcknowledge

reception

Professor

Receive request

RequestPayment

SendRequirements

ReceivePayment

Acceptance

ReceiveRequest Ack.

april, 2004

tools (excel)

Resource Network

course grades and report

recurrent resource-related items payment requirements

resources

times = 6

Alice

Luisa

Prof. JMProf. M

Prof. Smith

course grades and reportsst

udent

invo

ices

candidate

students

budgetinginformation

budgeting

information

coordination decisions

course proposalsBoss

professors' performance


a1/

abxx

a8/

lxx

a6/

lyy

a9/

jmxx

a2/

abyy

a7/

mxx

Alice

Luisa

Prof. JMProf. M

Boss

a10/

myy


POSI candidate stu

dents


a3/

lxx


POSI meetings

PM courses

calls for boss

Prof. Smith

a1/

pSxx

Context Integration

tasks:(1) pay professors(2) manage relationship with professors


CheckRequirements


ok? OrderPayment

InformPayment

Request Requirement


no

yesAcknowledge

reception

Professor

Receive request

RequestPayment

SendRequirements

ReceivePayment

Acceptance

ReceiveRequest Ack.

april, 2004

tools (excel)

Resource Network

course grades and report

recurrent resource-related items payment requirements

resources

times = 6

Alice

Luisa

Prof. JMProf. M

Prof. Smith

course grades and reportsst

udent

invo

ices

candidate

students

budgetinginformation

budgeting

information

coordination decisions

course proposalsBoss

professors' performance


Work Practices

0

12.5

25.0

37.5

50.0

João

Car

doso

Mar

ia A

lveg

a

Pedro

Cab

rita

Sandra

Per

eira

Susa

na

Gom

es

Susa

na

Pau

leta

Telefone Email Email (printed) Fax Fax (printed)

Provisioning

Product Codes

Catalog Product Queries

Supplier Contacts

Containers

New Orders

Order Status

Damaged Supplies

Incomplete Supplies

Order Sales

Pending Orders

Substitute Products

Supplier Price Proposals

Publicity

Client Claims

Others

0

62.5

125.0

187.5

250.0

Joao CardosoMaria AlvegaPedro CabritaSandra PereiraSusana GomesSusana Pauleta

employ

to--dolist

personalactivation

rules

person

inter-personal rules

actionPattern

actiontypes

humanresources

event

personalrules

update

trigger

time point

happensAt

flowOf

tools

dyad

informationitems

sharedactivation

rules

interactionPattern

communicative action types

sharedcommitments

interactions

(de)Activate

use

useuse/produce

update

update

trigger

IS-A

choose

chooseemploy

employedIn

memberOf

perform

governedBy

hasNested

flowOf

hasType

communicativeactions

hasTwo

dueAt

obligation

createdBy

IS-A

relatedTo

constrain

or change

activatehas

participateIn

employedIn

governedBy

resource

task

outputOf

RelatedTo

RelatedTo

inputOf

actionsIS-A

groupingOf

inter-personalcontext

Personalcontext

IS-A

dueAt

share

nº of actions vs contexts

resource usage

personalized action patterns


Human Multitaskingswitches

19 m1

18 m011

17 m1

16 m3

15 m1 m8

14 m3 m81 m81

13 m1 m5 m5 m3 m9

12 m4 m3 m51 m1 m81

11 m1 m6 m5 m6 m81 m8

10 m3 m5 m1 m5 m51 m1 m81 m3 m81

9 m4 m3 m3 m1 m3 m81 m6 m011 m8 m9 m8 m9

8 m1 m5 m5 m3 m51 m5 m81 m2 m5 m81 m1 m5 m10

7 m011 m012 m6 m1 m8 m8 m8 m1 m81 m81 m9 m8 m9 m8

6 m3 m4 m3 m3 m81 m2 m8 m81 m81 m3 m6 m10 m8 m1 m8 m5






6 7 9 10 14 15 16 17 20 21 22 23 27 28 29 30

DAYS

m1

m3m5

day 10

4

41

cgd team inform test results

m1 = project managementm3 = integration testsm5 = document association functions Activation Rules

Subject Nº Event Time Activate (Action To-do)Mariana 2 antónio (-) request ellaborate report m1 ellaborate report

3 Every week weekly (6,10,15,23, 28) m1 propose team meeting

7 cg team(-) inform or request m3 perform test

if <conditions> then <updates>

(de)activate

employ

to-dolist

personalactivation

rules

person

inter-personal rules

actionpatterns

employedIn

actiontypes

humanresources

events

personalrules

update

trigger

time point

happensAt

flowOf

tools

dyad

informationitems

sharedactivation

rules

resource

taskinputOf

outputOf

interactionpatterns

communicative action types

sharedcommitments

interactions

(de)Activate

use

useuse/produce

update

update

trigger

IS-A

choose

chooseemploy

employedIn

memberOf

perform

RelatedTo

governedBy

governedBy

IS-A

flowOf

hasType

communicativeactions

hasTwo

dueAt

ObligationOf

IS-A

relatedTo

constrain

or change

has

groupingOf

RelatedTo

participateIn

actionsIS-A

inter-personalcontext

PersonalcontexthasNested

dueAt

share

personal contexts

Action Capture

Context Discovery

Context Visualization

keywords (team meetings)

context statistics

online messaging

carla's contexts

Context Analysis(dashboards)

Context Analysis

gic2011 aula6-ingles

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