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© euroCRIS/Keith G Jeffery 1Mutual enhancement of CERIF and project management systems
Mutual Enhancement of CERIF and Project
Management Systems
Keith G JefferyPresident
www.eurocris.org
Premium
Members
© euroCRIS/Keith G Jeffery 2Mutual enhancement of CERIF and project management systems
Structure
What is Project ManagementWhat is CERIFHow is mutual enhancement achieved
© euroCRIS/Keith G Jeffery 3Mutual enhancement of CERIF and project management systems
What is Project Management
(in our context)
The management of the:allocationgovernance (risk, ethics,…)
Of resources to meet the requiredquantityqualitytimescale
Of outputs of R&D
© euroCRIS/Keith G Jeffery 4Mutual enhancement of CERIF and project management systems
OutputsProducts
assets or services (may be prototype)includes software and datasets
Patentsregistered IP for exploitation through
products, services or licensingPublications…………..
Trained staff
peer-reviewed Open access
grey literature Restricted access
© euroCRIS/Keith G Jeffery 5Mutual enhancement of CERIF and project management systems
Resources
Background assetspre-existing products, patents,
publications, facilities, equipmentHuman capital
skills, motivation, effort available…Financial capital
for construction of assetsFinancial recurrent
for day-to-day expenses
© euroCRIS/Keith G Jeffery 6Mutual enhancement of CERIF and project management systems
Management
Allocationresource, time, quality/quantity3 interdependent variables
Governancerisk managementethicsaudit
© euroCRIS/Keith G Jeffery 7Mutual enhancement of CERIF and project management systems
Management
In four phases1. Planning and costing2. Prototyping, piloting, feasibility3. Executing, managing, monitoring4. Reviewing(with feedback loops)
© euroCRIS/Keith G Jeffery 8Mutual enhancement of CERIF and project management systems
Structure
What is Project ManagementWhat is CERIFHow is mutual enhancement achieved
© euroCRIS/Keith G Jeffery 9Mutual enhancement of CERIF and project management systems
CERIF
A formal model for research informationCreated by a group of nominated national expertsUsed increasingly widelyExtensible for local needsInteroperable (core)
© euroCRIS/Keith G Jeffery 10Mutual enhancement of CERIF and project management systems
PROJECT
ORGUNIT
Skills
CV
GeneralFacility
ParticularEquipment
ContactResults
PublicationResultsPatentResultsProduct
Service
FundingProgramme
Event
ClassificationPrize/Award
PERSON
© euroCRIS/Keith G Jeffery 11Mutual enhancement of CERIF and project management systems
Structure
What is Project ManagementWhat is CERIFHow is mutual enhancement achieved
© euroCRIS/Keith G Jeffery 12Mutual enhancement of CERIF and project management systems
Mutual Enhancement
We need to analyse(given that which we defined as required)
what exists in CERIFwhat could be added to CERIFand/orhow to interface CERIF to
systems with the required information and process capabilities
© euroCRIS/Keith G Jeffery 13Mutual enhancement of CERIF and project management systems
Mutual Enhancement: Outputs
Products √Patents √Publications √Trained staff √
*** missing*** notion of value X
© euroCRIS/Keith G Jeffery 14Mutual enhancement of CERIF and project management systems
Mutual Enhancement: Resources
Background assets (products, patents, publications) √(facilities, equipment) √
*** missing *** notion of value X Human capital
(person, skills, CV) √*** missing *** notion of effort utilised /value XFinancial capital
(new facilities, equipment) √*** missing *** purchase of other capital assets XFinancial Recurrent*** missing *** X
© euroCRIS/Keith G Jeffery 15Mutual enhancement of CERIF and project management systems
So what is missing in value
Outputs: (Price value)Product | Patent | Publication | Trained Staff value
Resources: (Cost value)Background assets: value Human capital: resource used on
project (time units and value)Financial capital: depreciated value used on projectFinancial recurrent: costs to project
© euroCRIS/Keith G Jeffery 16Mutual enhancement of CERIF and project management systems
Financial Information in CERIF
budget information linked to funding programme for :person, project, organisational unit, facility, event, product, patent, publication
price linked to organisational unit and to person for : facility, equipment, service
price linked to person for : skill
© euroCRIS/Keith G Jeffery 17Mutual enhancement of CERIF and project management systems
Temporal and Financial Information in CERIF
CERIF has date/time start-end in each linking relation, associated with roleThis could be used for project phases, deadlines
Similarly we could use budget attribute with associated role (classification) to give type of financial attribute (eg commit, spend…)
© euroCRIS/Keith G Jeffery 18Mutual enhancement of CERIF and project management systems
So in CERIF
We have the basic attributes to generate financial values and temporal values for resources (except background assets)
But not directly for outputs – here we need to agree the indicators
(we could calculate value of output from its resource costs but we really need external valuation)
© euroCRIS/Keith G Jeffery 19Mutual enhancement of CERIF and project management systems
Further Human capital: resource used on project
most organisations have a system for recording this as time units and converting to valueFinancial capital: depreciated value used on project
most organisations have a system for recording thisFinancial recurrent: costs to project
most organisations have a system for recording this
© euroCRIS/Keith G Jeffery 20Mutual enhancement of CERIF and project management systems
From CRIS2006 Paper
CRIS
Finance
Human Resources
Project Management
Publications
Patents
Products
WealthCreation
KnowledgeCreation
HumanCapital
Development
InnovativeIdeas
© euroCRIS/Keith G Jeffery 21Mutual enhancement of CERIF and project management systems
Output Indicators
Outputs value can be estimated:Product: market price / sales
volumePatent: licence incomePublication: citations / impactTrained Staff: skill price
© euroCRIS/Keith G Jeffery 22Mutual enhancement of CERIF and project management systems
Way Forward?
We could extend CERIF such that for each output or resource there are two values: cost (related to budget value) and price (related to output value)(implemented by different roles in the relation/link table?)Thus a patent can have a cost to a project and a price to a company wishing to use it
© euroCRIS/Keith G Jeffery 23Mutual enhancement of CERIF and project management systems
Thus
We could extend CERIF
And/orWe can interface a CERIF-CRIS to appropriate local management systems which reflect local management practices to gain more detailed information
And then integrate with a project management (allocation and tracking) system
© euroCRIS/Keith G Jeffery 24Mutual enhancement of CERIF and project management systems
Discussion(a) Whether or not to include(b) How much to include of this missing value information within the
CERIF-CRIS
AndIf we can define a standard interface from
CERIF to(a) finance, HR etc systems(b) Project management systems
DISCUSS