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Ann Majchrzak Professor of Information Systems Marshall School of Business USC Background • PhD from UCLA (1980) in Social Psychology, minors in Computer Science, Statistics, & Research/Evaluation Methods • Westat Contract researcher on Organizational Effectiveness for Marine Corps & Army • Professor of Organizational Behavior, Purdue • Professor of Human Factors, USC • Professor of Information Systems, USC (teach Business Process reengineering, UML, systems analysis, use case, agile & iterative SW development methods, brokering outsourcers) Research Area • How to facilitate cross-disciplinary innovative problemsolving with technology: Creation of technology design principles and business process practices Example projects: - @ Aerospace: Knowl Mgt technologies - @ Local Defense Contractor: Features of Collaboration Technologies affecting innovation - @ Rocketdyne: case study of agile innovative engineering done virtually - @ JPL: case studies of knowledge reuse for innovation - NSF-sponsored study on how to foster rapid innovation in agile emergent teams - SIM-sponsored studies on use of wikis & mashups to foster innovative problem-solving @ Aerospace Tenure Ease of Use of Information Systems -0.181* (2.33) 0.154 (1.85) In-person Interactions 0.489** (7.31) Path coefficients with t-values in parentheses *Significant at .05 level **Significant at .01 level Shaded circles represent control variables Use of ISs for Cross-domain Knowledge Transformation* Perceived Openness of Communication 0.091 (.93) 0.367** (3.56) Value of Other Domain Knowledge (R2 = 0.302) 0.133 (1.49) .114 (1.11) 0.110 (.97) Perceived Task Complexity Number of IS Used Dashed arrows represent insignificant relationships PhD Dissertation: I. Faniel: Influencing Individual Innovation Through Technology Features that Support Cross-departmental Understanding *Identify others that may have knowledge needed to solve the problem Make associations among different instances of knowledge to broaden view on how the problem can be defined Identify existing assumptions about and constraints on the knowledge that may important to the problem at hand Compare and contrast various approaches to solving the problem Find knowledge at different levels of specificity Identify how constraints, assumptions, points of view about knowledge related to a past problem definition or solution have changed TECHNOLOGY SUPPORT FOR VIRTUAL COLLABORATION FOR INNOVATION IN SYNCHRONOUS AND ASYNCHRONOUS INTERACTION MODES Input Process Outcomes Synchronous Interaction Mode CT Support for Testing and Adjusting Strategy Sharing Diverse Knowledge Learning CT Support for Contextualization Strategy Reflection on Others’ Shared Knowledge Asynchronous Interaction Mode CT Support for Attention Focusing Strategy CT Support for Contextualization Strategy CT Support for Perspective Taking Strategy Sharing Diverse Knowledge Reflection on Others’ Shared Knowledge Innovation VC3 Teams: Virtual Creative Collaborations Crossing organizations: Case of SLICE • Produced Prototype made of 6 parts instead of normal 1200 (200 fold decrease) • Predicted quality level of >6 sigma • First unit cost - $47K instead of $4.5M • Est. engine mfg. cost - $0.5M instead of $7M (14fold decrease) • Normal cycle time - 10 months vs of 6 years It’s not just the Technology PRECURSOR TO INTRODUCTION CREATING SHARED UNDERSTANDING: DEFINING TECHNOLOGY USE PROTOCOLS CREATING TRUST: ESTABLISHING UMBRELLA AGREEMENTS CHANGES FROM IN-USE ADAPTATIONS FLEXIBLE ADOPTION OF TECHOLOGY FUNCTIONALITY ADAPTATION PROCESS ADAPTATION or CREATION of WORK PROCESSES SUCCESSFUL OUTCOMES FINAL PROTOCOL * = change from initial KNOWLEDGE CAPTURE Formal review minutes only By others KNOWLEDGE SHARING AS-IS TEAM Need-to -know basis Minimal (drawings & minutes) Capture only when told Team uses a common tool Everything in Notebook Use others MinimalCapture only when told Restrict All in Notebook access to shared team only PROTOCOL Do own Use searches and Synchronous Synchroothers nous only add links Make to find Facilitate assumptions participation explicit Participative Constraints challenged Constraints challenged Experts work directly with management AS-IS MANAGEMENT DECISION MAKING Use no tool Synchronous only Model of Knowledge Reuse For Innovation at JPL Use of weak & strong ties Variety of search methods Intentionally define problem to be innovative (DP) Conduct broad search for multiple reusable ideas (S) Breadth with which indivs define search space Insurmountable perf gap Decision to not invent Developing and evaluating conceptual approach which is ambitious, not tied to past, and postpones detailed consideration of constraints. (CA) Briefly evaluate alternative ideas for implementing conceptual approach wrt credibility, relevance & adaptability (BE) Finalize selected idea into solution (F) In-depth analysis of adaptations required of each idea & how to make them (IA) Knowing existence of meta-info Being able to act on meta-info My research approach • Systematic analysis of pilot interventions • Create “socio-technical” metrics to identify predictive and in-process factors affecting innovation • Stakeholder observations • Conversational/textual analysis • Identify key processes & technology features that together produce the result Figure 1: Ratings of SLICE members at Project End on Usefulness of Notebook Features for Information Retrieval [1 = not useful at all; 5 = very useful] Example metrics Hot Links Reference Links Remote Access Snapshots Authoring Entries e-mail Notification Navigation Sketching Template 1 2 3 4 5 Work process Effort Required Technology Strategy Time 1.1 [DP] R reads AO. Problem is: “in 45 days develop a tiny lightweight instrument that will autonomously detect and measure dust devils on Mars to characterize strength and frequency of hazard to later human exploration” Example Method 1.2[CA] R considers tradtl soln: measuring inside weather phenomenon using std meteorological solns. Decides soln isn’t sufficient since doesn’t provide adv’d warning, 3d imaging, or measures of velocity, size & accompanying phenomenon 1.10 Project Engr’s husband serendipitously installs on his computer initial results of a JPL program to develop a laser range finder which provides info about where rocks and hazards are in order to autonomously guide a lander during landing 1.13 [BE] R asks himself: maybe we can convert a scanning laser range finder from scanning for rocks to scanning for dust devils (Dec to adapt Alt#3) 1.11 Project engr suggests to R to look at husband’s data to see the kind of data one gets from lasar range finders 1.14 [BE] R asks other team members to see husband’s data to evaluate Alt#3 1.15 [CA] R meets with team expert on Lidar to determine costs & risks of Lidar approach 1.20 [IA] R examines data from Alt#3b firm’s prototype and meets with firm about Alt#3b. In house ballpark costing indicates possibility of cost overrun if Idea #3a developed (Alt#3a discarded) 1.25 [IA] R examines Alt#3b firm’s proposals for prototype for Alt #3b & determines its too big/heavy for size/mass of instrument (Dec to adapt Alt#3b) 1.26 [IA] R works with team members to come up with ideas to make Alt#3b smaller by integrating with a camera from U of Ariz R=reuser; AO=Announcement of Opportunity 1.3 [DP] R defines probl to require innovation: provide info on dust storms so humans will have enough info to understand & predict hazardous weather conditions 1.4[CA] R uses Radar as an analogy for the operating principle: wants a system to do for dust devils what radars do for thunderstorms. Since radar can’t measure dust, substitutes Lidar since knows dust affects light and Lidar measures light 1.7 [S] R contacts engrs, scientists, rover operations, researchers via internet, friends 1.5 [BE] R asks: can we do it ourselves? (Alt#2 discarded as too expensive 1.9 [BE] Russian space program collapsed & unavailable.(Alt#1discarded). 1.12 [CA] R looks at husband’s data which visually indicates benefits of concept of using laser range finder 1.16 [S] R goes to see “old buddy” involved in Lasar Range Finder project to learn more about it 1.21 [IA] Team expert conducts analytic studies of Alt#3b concluding meets “borderline” mass, volume, & power reqs 1.6 [S] R defines search to include finding lidars with diff functions (sky, hazards terrain) in diff conditions (stationary, scanning) 1.17 [BE] R discovers 2 prototypes for rock scanning had already been built by 2 firms identified by buddy as reputable: one in US (Alt#3a) and one in Canada (Alt#3b) 1.22 [S] Team member examines AO to get names to contact to get CSA names. Contacts CSA and asks them to donate Lidar for Alt#3b. 1.27 [IA] Team expert has several subsequent meetings with Alt#3b firm to determine if adaptations to Alt#3b can be made 1.28 [BE] U of Ariz scientists suggest Alt #4. Team looks at Alt#4 but since Alt#3b is “free”, Alt #4 considered fallback 1.8 R remembers Russian experiment on Mars 98 using Lidar (Alt#1) 1.18 [BE] R remembers that AO says Canadian Space Agency (CSA) willing to donate to mission. Has idea CSA might help with cost 1.19 [BE] R contacts Canadian firm to see if interested 1.23 [BE] CSA agrees if request comes from Can scientists. 1.24[S] R searches internet and finds Canadian scientists 1.29[F] Team expert & Alt#3b firm work to make adaptations to Alt#3b 1.30 [IA] Team expert & Alt#3b firm builds separate software models to improve performance of Lidar. 1.31 [F] Data exchanged by emails/phone to converge on final solution Example Analysis DISCONFIRMING EVENTS Sources of Structure: TECHNOLOGY GROUP ORGANIZATION ENV’T APPROPRIATION MOVES and FAITHFULNESS DECISION PROCESS POSITIVE OUTCOMES MISALIGNMENT ALIGNMENT PREEXISTING STRUCTURES EMERGENT STRUCTURES Questions?