H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/... · Workshop #2 –SME Instrument Iván Rivero - R&D and Innovation Consultant

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Workshop #2 – SME InstrumentIván Rivero - R&D and Innovation Consultant

Module: European R&I Project Monitoring process – H2020 Expert

www.horizon2020.tn

Module MethodologySome theory! Learning by doing!

DAY 1. Monitoring process at early stages / Towards decision to participate in H2020 and how

Introduction to Technology Watch Open discussion & Brainstorming

Group Exercise: designing Tech.Watch strategy for a real case

Early-stage Technology Watch towards proposal preparationGroup Exercise: designing a strategy for participating into H2020 and

related Inf.Watch strategyDetecting and addressing “winners”

Detection and valorisation of information and networking events

Copyright UGPO-MESRS 2019

DAY 2. Monitoring process for the preparation of a winning proposal

Technology Watch for proposals’ section on the State of the ArtOpen discussion & Brainstorming over real study cases

The special case of finding a coordinator for a project

Technology Watch systems for structural topics Q&A

DAY 3. The importance of communication and strategic decision-making

Information accessible and ready for useOpen discussion & Brainstorming

Strategic thinking and tools to support decision-making

One particular case: Scouting statistics around key calls Exercise: top calls analysis and H2020 scoreboard

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Module

Morning Afternoon


09:30 – 10:00 Welcome, audience exploration, presentation of training agenda and functioning

10:00 – 11:00

Introduction to Technology Watch

• What it is? Baseline principles

• What is it useful for?

• How is it done? General process

-

11:00 – 11:30 COFFEE BREAK

11:30 – 13:00 Concepts into practice -

13:00 – 14:00 LUNCH BREAK

14:00 – 15:45

Early-stage Technology Watch towards proposal preparation. Concepts and practice. Part 1.

• Specifics in relation to the overall process

• Working over TRLs and Calls – Definition of integral strategies for participating in H2020.

• Relevant information sources

• What would be different if the project were already running?


15:45 – 16:15


• Beyond the calls in Participant Portal

16:15 – 17:00

More practice

• Detecting and addressing “winners”.

• Detection and valorisation of information and networking events.

www.horizon2020.tn

PRESENTATIONS

Eva García

Education• M.Sc. Chemical Engineering

• Professor at RTDI Innovation

School

WORKING EXPERIENCE• IT consultant in big corporates

• Researcher under FP5

• Writer, coordinator, evaluator and

exploitation manager of multiple

FP6, FP7 and H2020 projects

• Founder of RTDI

• R&I project coach & EC expert in

deep technology projects

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Module

Morning Afternoon



10:00 – 11:00





-




14:00 – 15:45







15:45 – 16:15



16:15 – 17:00

More practice



www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)

Introduction to Technology Watch – What it is?

It consist on carrying out systematically, applying procedures and tools:

•Search

•Capture

•Analysis

•Organization

•Communication

INFORMATION

(About technologies)STRATEGIC DECISIONS

In order to take

Nothing Capture INFORMATIONOrganization/

AnalysisKnowledge


Introduction to Technology Watch – Why is it important?

❑ European companies loss every year more than €30.000 million working on innovations

or inventions that are already patented.

❑ Every year more than 2 million papers are published in scientific-technique journals, 1

million of topics are registered and more than 7 million webs are created.

❑ Technology scouting actions focus on looking for information with an anticipatory nature.

This type of information has usually a disperse origin and therefore, is not easy to find.

Getting it and valuing its degree of relevance is just possible by chaining small facts and

performing at least a minimum analysis.



What exists now

What I know already

What I think I need

What satisfies the need




Introduction to Technology Watch – How is it done?

Technology watching: Process/ Steps

Objectives and SMART definition

of needs

Information sources selection

Extraction and collection of information

Analysis and selection of information

Organization of knowledge

Communication/ Dissemination

Decision making

ACTION


Introduction to Technology Watch –Some additional information

⚫ Regulations/ policies/ standards watching

⚫ Competitors watching

⚫ Market watching

⚫ New products watching

⚫ Public tender watching

TECHNOLOGY WATCH vs COMPETITIVE/ECONOMIC INTELLIGENCE

INTELIGENCIA

ECONÓMICA

GESTIÓN DEL

CONOCIMIENTO

VIGILANCIA

TECNOLÓGICA

Gestión de la

Información Externa

Gestión de la

Información Interna

ECONOMIC INTELIGENCE

KNOWLEDGE MANAGEMENT

TECHNOLOGY WATCH

Management of ExternalInformation

Management of InternalInformation

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Module

Morning Afternoon



10:00 – 11:00





-




14:00 – 15:45







15:45 – 16:15



16:15 – 17:00

More practice




❑ In the near future, the European wood sector will face the need to comply with a new

building code for which they are not fully prepared.

❑ One of the main challenges is that it imposes an acoustic behaviour of wooden doors

that, nowadays, European manufacturers cannot comply without increasing the

thickness of the doors, which is not feasible due to the associated costs (it would

require to re-calibrate all manufacturing machinery), and from an strategic point of

view (since it would mean having to change current building standards).

❑ We are an ornamental wooden doors manufacturer of Castilla La Mancha.

Introduction to Technology Watch – Study case


Introduction to Technology Watch – Study case

OBJECTIVE: identify new materials for manufacturing the panel of the door so that acoustic

performance is improved while all other critical performance variables are kept or improved (fireproof,

weight, cost/price)

Questions:

•

Key words:

•

Information

sources:

•




of needs






Decision making

ACTION

Nothing INFORMATION KNOWLEDGEDECISION /

ACTION

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Basic aspects of the H2020 Programme

Copyright Research, Technology and Development, S.L. (Spain)

POLICIES

INSTRUMENTS

INICIATIVES

CALLS

3 PILARS

EXCELENCE IN SCIENCE

CLIMATE AND RESOURCES

MARIE CURIE

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TRL 1-2 TRL 3-4 TRL 5-7 TRL 8-9

ACTIVITIES “Apply the scientific method” – Research, increase the undersanding… and disseminate

Materialize new knowledge into technology, taking it considerably beyond the state of the art, and test it– Develop and test

Testing and validation of technology in specific applications. Product development – Develop, integrate, transfer, adapt and validate in relevant environments or with real end-users

Scale-upIndustrializeProduct finalizationProduct designDemonstrateLeverage alliancesIntegral protectionCertificationCommercialization

MAIN STAKEHOLDERS

R&D developers (universities)

R&D developers (universities and technology centres)

R&D developers and the private sector

Companies, advanced services providers

EXPECTED RESULTS

- Laboratory prototype- Knowledge (publications )

- Advanced laboratory prototypes / Pilot plants

- Patents- Sustainability /

Exploitation plans

- Pre-comercial prototypes

- KPI, details,- Lessons-learnt- Patents- Business plans

- Products- Clients- Allies- Business plans- Employment and co-investment

AND THEN… Technology development (rapid)

Market uptake Watch the Chasm outCompetitivityCustomer development

ROIFinally, social impact

Basic principles observed and

reported

Technology concept and/or application

formulated

Analytical and experimental critical function and/or

characteristic proof of concept

Components and/or validation in laboratory

environment

Components and/or validation in relevant

environment

TRL1 TRL2 TRL3 TRL4 TRL5 TRL6 TRL7 TRL8 TRL9

System model or prototype demonstration in a relevant

environment

System model or prototype demonstration in a

operational environment

Actual system completed and qualified through test

and demonstration

Actual system proven through successful

operation

UNIVERSITIES, RESEARCH ORGANIZATIONS AND INNOVATORS INDUSTRIES AND COMPANIES


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HORIZON 2020

FET Proactive

ERC

Era-Nets

IAs

Eurostars

RIAs

FTI

I4SME

PCP PPI

VC

FET Open

FET Transitionto innovation

EUROPEAN INNOVATION COUNCIL

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PPI

PCP

EuroStars-2

CSAs

RIAs100% direct costs

+ 25% fixed rate for indirect costs

100% direct costs


Depends on the callCo-funding participant public administrations

40% costs – Average rate (depends on each

country)100% direct costs for universities and non-for-

profit organisations;

70% direct costs for companies


IAs

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PPI

PCP

EuroStars-2

CSAs

RIAs100% direct costs


100% direct costs


Depends on the callCo-funding participant public administrations

40% costs – Average rate (depends on each

country)100% direct costs for universities and non-for-

profit organisations;

70% direct costs for companies


IAs

Instrumento para PYMEs

Fast track to innovation

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Section 1-3

•Section 1: Excellence

• Section 2: Impact

• Section 3: Implementation

Section 4-5

• Section 4: Members of the consortium

• Section 5: Ethics and Security


The proposal: Re-cap & General scenarios

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Case 1 : 30 pages / individual application or small consortium

Call’s Deadlinedd/mm/yy

writing(Min 1,5 Months - 2,5

Months)

Call’s deep study(Min 2 weeks - Max 1 Month)

Decision-making(Min 2 weeks - 1 Month)


EXAMPLE NUMBER OF PAGES

NUMBER OF PARTICIPANTS

CRUCIAL PROPOSAL SECTIONS

Instrument for SMEs 30 1 IMPACT: Market segmentation (detailed knowledge of your customers) + Business model and market uptake strategyIMPLEMENTATION: Team + Funding strategy for the project

Fast Track to Innovation 30 3-5 (3 countries)

IMPACTEXCELLENCE: Competitive position of product / process

Future and Emerging Technologies – FET Open

15 5-6 (3 countries) (average)

EXCELLENCE: Technological breakthrough (vision and Proof of Concept) + Multidisciplinarity + Risk management

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Case 2 : 30 pages / consortium


writing(Min 2 Months – 3 Months)







Future and Emerging Technologies – FET Proactive

30 / 70 6-8 (4 countries) (average)

EXCELLENCE: Technological roadmap and Advance over the state of the art from scientific/technological and industrial perspectives + Community building around new paradigm

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Case 3 : 70 pages / consortium


writing(Min 3 Months – 4 Months)







Research and InnovatinAction (RIA)

70 8-15 (5 countries) (average)

EXCELLENCE: Advance over the state of the art and project’s objectives + Fit into the call

Innovation Action (IA) 70 8-15 (5 countries) (average)

EXCELLENCE: Advance over the state of the art and project’s objectives + Fit into the callIMPACT: Plan for dissemination, exploitation and impact

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AN OVERLOAD OF INFORMATION = IGNORANCE

FAILURE TO DECIDE

INFOBESITY (the new word in town)


of needs






Decision making

ACTION



Meta-search engines

Pull agents

Specific search engines

Capturing internal ideas


Let’s see examples!

www.horizon2020.tn

How to participate in H2020?

Step 1. Exploring calls

Step2. Pre-selection

Step 3. Priorization

Step 4. Selection

Step 5. Deep analysis

Key elements of an application


www.horizon2020.tn



ene feb mar abr may jun jul ago sep oct nov dic

22-abr

14 y 16 -ene

14-May (2ª fase)

15-abr

05-feb

05-mar

07-abr

22-ene

25-abr

09-ene

05-mar

21-abr

05 y 13 - feb

05-mar

12-mar

27-ago

ESPACIO

3.ENERGY

4.TRANSPORT

6.SOCIEDADES INCLUSIVAS

5.CLIMATE

2.FOOD

LIDERAZGO INDUSTRIAL

ICT

RETOS SOCIALES

1.HEALTH

NMBP

7.SOCIEDADES SEGURAS

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EUROSTARS

I4SME - Fase 2 08-ene 18-mar 19-may 07-oct

FTI 19-feb 08-jun 26-oct

FET-Open Challenging current thinking 13-may

FETPROACT-08-2020: Environmental Intelligence 23-jun

Es para proyectos FET financiados FET - Innovation Launchpad 14-oct

SwafS

15-abr

15-Abr (1ª fase) 17-Nov (2ª fase)

EUROSTARS

EIC


EUROSTARS

I4SME - Fase 2 08-ene 18-mar 19-may 07-oct

FTI 19-feb 08-jun 26-oct

FET-Open Challenging current thinking 13-may

FETPROACT-08-2020: Environmental Intelligence 23-jun

Es para proyectos FET financiados FET - Innovation Launchpad 14-oct

SwafS

15-abr

15-Abr (1ª fase) 17-Nov (2ª fase)

EUROSTARS

EIC

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Number offundedprojects

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Importance ofleading

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Level ofalignment

with the call

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Level ofalignment

with the call

Do we havepartners?

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Level ofalignment

with the call

Do we havepartners?

How manymonths todeadline?

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Level ofalignment

with the call

Do we havepartners?


Synergies withother calls?

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Level ofalignment

with the call

Do we havepartners?



Callcontinuity?

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Level ofalignment

with the call

Do we havepartners?



Callcontinuity?

Are therepowerfulllobbies?

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Level ofalignment

with the call

Do we havepartners?



Callcontinuity?


Am I positioned?

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Level ofalignment

with the call

Do we havepartners?



Callcontinuity?


Am I positioned?

Can I reuse pasttexts? How much?

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Step 1. Exploring calls

Step2. Pre-selection

Step 3. Priorization

Step 4. Selection

Step 5. Deep analysis

Go back to the call text

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of needs






Decision making

ACTION

Nothing INFORMATION KNOWLEDGEDECISION /

ACTION




of needs






Decision making

ACTION

Formal

• Books

• Estudies, Gray literature

• General & Economic

• Technical or Scientific Journals

• Comercial documents

• Patents

• Thesis

• Conference proceedings

• Data Bases

Informal

• Experts

• Clients

• Providers

• Competitors

• Trades & Expositions

• Congresses

• Seminars, Workshops

• Administration

• Enterpreneural misions

• Social Networks




of needs






Decision making

ACTION

• Data Bases of scientific articles:

• Science citation index

• Chemical Abstracts (Chemical

Industry)

• Compendex (Engineering)

• Inspec (electricity/ electronics)

• IEEE (TIC)

• Patents´ data bases (or other ways for

protecting intellectual property)

• ESPACENET

STA

GE

1

⚫ Corporate web pages

⚫ Others (legislation and regulations,overall economic and societal trends,information about grants…)

STA

GE

2

WHAT ARE THE INTERNAL INFORMATION SOURCES?

www.horizon2020.tn


of needs






Decision making

ACTION



1. Read the filtered information

2. Preliminary validation of information (Yes/ No)

3. Inclusion of Codes, own/ standard keywords,

etc.

4. Comparison with previous data

5. Initial knowledge shaping (“intuitive”)

1. Statistical analysis

2. Analysis co-ocurrence of free text terms

3. Analysis of co-citing between authors

4. Acceleration or deceleration according to the

presence of specific terms Datamining / Text

miningL

EV

EL

1L

EV

EL

2

www.horizon2020.tnCopyright UGPO-MESRS 2019

1. Complete / multi-perspective information is imperative for strategic decision-making

2. In general, organisations lack key information about their areas or sectors

3. Technology watch is about extracting information and analysing it

4. The most important stage during technology watch is analyzing the information

5. Technology watch is complex and always requires powerful tools hard to have

6. I will take for granted all information I find in the sources

www.horizon2020.tn

Module

Morning Afternoon



10:00 – 11:00





-




14:00 – 15:45







15:45 – 16:15



16:15 – 17:00

More practice



www.horizon2020.tn

Technology Watch towards proposal preparation –Document pyramid

3 LOOPS IN DEFINING NEEDS AND SEARCHING STRATEGY

I am goingsomewhere

Defining the strategy + Creativity = IDEA 1)

Understanding thegrounds – IDEA 0.0

- The aim is to create knowledge,- to extract conclusions- Validate / Refine KWs- Define the approach - Embed ourselves on the area style

-The aim is to obtain specific data to use it for arguments, tables, infographics, …

Estimations vs data

10 / 5 documents

1 ó 2 documents / data

Call Validation Form

- The aim is to get familiar with the knowledge area- Identify technicalities and KWs- To create the structure for knowledge generation

20 / 10 documents


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Technology Watch towards proposal preparation

• It is important to analyze what our closest competing technologies are:

• Those that currently exist (CONCURRENT – These are analyzed studying the commercial stateof the art)

• Corporate web pages

• Internet• Sectoral publications

• Those that will exist in the near future (EMERGING – These are analyzed making a patentsearch),

• Those that would exist in the future (study of the scientific-technological State of the Art).

• Other R&D projects CORDIS/H2020 DASHBOARD• Scientific-technological publications• Specific search engines

• In order to do this it is necessary to study and generate knowledge. Therefore it is needed tocarry out a methodic analysis! USE OF AD HOC TOOLS

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Technology Watch towards proposal preparation –What would be different if the project were running

CON. A

ADQUIRIRCONOCIMIENTO ACTUAL

Búsqueda 1

Nuevo

conocimiento 1

Ruido1

Búsqueda 2

Nuevo

conocimiento 2

Ruido2

Área de

ignorancia

Área de ignorancia 1

Área de ignorancia 2

www.horizon2020.tn

Module

Morning Afternoon



10:00 – 11:00





-




14:00 – 15:45







15:45 – 16:15



16:15 – 17:00

More practice



www.horizon2020.tn

Watch towards proposal preparation –A special case: Bringing winners into your consortium

www.horizon2020.tn

Technology Watch towards proposal preparation –Relevant information sources

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/home

https://cordis.europa.eu/projects/en

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/opportunities/horizon-dashboard

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/opportunities/competitive-calls

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/home

https://cordis.europa.eu/projects/en

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/opportunities/horizon-dashboard

https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/opportunities/competitive-calls


Let’s finally really do it!

Watch towards proposal preparation –A special case: Bringing winners into your consortium

www.horizon2020.tn

Info-days & Brokerage events

• Identify winners of past calls in the relevant topics.

Learn their names and try to locate them at the

event.

• “Sell” your idea to these winners. And manage

information flow. (leave some aces up your sleeve)

• Get his/her visit card, and send him/her a mail

after the event to mature what was raised there

• Try to pull from somebody they are really

interested into (e.g. SMEs, end users…)

• Talk to the people from the EC managing the call

from their side, they might leverage you

• Opportunities appear in direct dialogues

Watch towards proposal preparation –Infodays & brokerage events

https://ec.europa.eu/info/events_en

https://ec.europa.eu/info/events_en

www.horizon2020.tn

Watch towards proposal preparation

What would be

different if the

project were

already running?

Remember PROACTIVELY

create the snow ball effect



Eva García Muntió[email protected]

Documents

H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/... · Workshop #2 –SME Instrument Iván Rivero - R&D and Innovation Consultant