KR100562527B1 - System Design and Business method for Technology, Resource, Economics Strategy management to practical use of the Research and Development result - Google Patents

Abstract

The present invention relates to a technical, resource, and economic strategy system for the practical use of research and development results, and a method of constructing the same. After accessing a web-based TRE system and authenticating a user, the organization outlines the R & D practical strategy objectives and applies. After evaluating and selecting the actualized R & D commercialization task, the entire process from evaluating the possessed technology and selecting the technology to be commercialized, performing the commercialization, and evaluating after the completion of the commercialization is carried out. A procedure management module; Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A practical strategy management module linked to the strategic management module (ABC / ABM, EVA, Value Engineering, ERP) to measure the results of strategic goals and key performance indicators (KPIs) in quantitative figures and express them in various tables and graphs; A business evaluation module for conducting economic evaluation (amount evaluation) and business feasibility evaluation (score evaluation) of R & D commercialization tasks; And a database including the user general information DB, the R & D project general information DB, and the key performance indicator DB. Therefore, it is possible to systematically manage the entire process of R & D practical use from the selection of R & D tasks to practical strategy management, execution of practical strategy, and post-evaluation after the practical use.

R & D Achievement, Commercialization, TRE (Technology, Resource, Economics) Strategic System

Description

System Design and Business Method for Technology, Resource, Economics Strategy management to practical use of the Research and Development result}             

1 is a flow chart of a TRE strategy system for the practical use of the R & D results according to the present invention.

2 to 7 are the access screen and summary screen (Summary View) of the TRE strategy system according to the present invention, a screen summarizing the contents of the commercialized procedure management, commercialized strategy management, business evaluation.

8 to 16 are user setting screens of the TRE system, which allows the system user to set up a commercialization strategy, a commercialization procedure, a business evaluation item, and an access right that are optimized for the user, and FIGS. Screen showing the set of key performance indicators being managed.

FIG. 17 is a diagram illustrating a method of setting and counting TRE strategic management indicators and a problem solving method when a target is not met. FIG.

18 to 25 are screens for practical strategy management of the TRE strategy system according to the present invention, which provide detailed screens on the goal setting and the degree of achievement of the strategy and the SBU (Strategic Business Unit) perspective, respectively. 22, 23 are screens showing the progress of the commercialization procedure management, and when the strategic target is not reached after the completion of the strategic execution period or when the strategic target is not achieved during the strategic execution period, the indicators are automatically executed by analyzing the difference between the target and the performance. A screen that supports effective response to the unsuccessful goal by dividing the difference caused by the non-conformity and the difference caused by the unsatisfactory performance.

24 to 25 are screens for arranging key performance indicators in the value chain and dividing them by supporting and operating sectors to analyze ROI and practical contribution contributions by indicators.

26 is a screen showing the setting of causal relationship between key performance indicators, Figures 26 to 28 are business evaluation screen for business feasibility evaluation and economic evaluation of the TRE system.

Fig. 30 shows the management of strategic indicators assigned to members, their target values, and performance values for each member through practical strategy management, and automatically calculates each member's contribution to R & D utilization and contributes them to use in personnel evaluation. screen.

Figures 31a-31g is a list of major action-specific manual of the TRE strategy system standardization procedure.

<Explanation of symbols for the main parts of the drawings>

TRE: Technology, Resource, Economics

The present invention relates to technology, resources, and economics (TRE) technology system and its construction method for the practical use of R & D achievements, and in particular, to select R & D tasks for practical strategy management, and to carry out a strategy for practical use. And establish and achieve R & D strategic goals by constructing a web-based TRE system that includes a practical strategy management module, a commercialized procedure management module, and a business evaluation module that systematically manage the entire R & D practical process from the completion of the commercialization to the post evaluation. In the process of managing the R & D core performance indicators established based on technology, resources, and economics, and conducting a comprehensive evaluation by conducting economic evaluation (money evaluation) and business feasibility evaluation (score evaluation) by the business evaluation module. The group conducts a technical value evaluation on the web, inputs the results, and systematically manages the entire R & D practical process. TRE strategy relates to a system and method for establishing the Longhua.

In general, a software system that comprehensively provides R & D practical procedure management, strategy management, and business evaluation functions for technology possessed by performing R & D tasks or technologies designed for practical use from the R & D planning stage. Not at this time.

In addition, there is no system that overcomes the limitations of time and space by providing such a R & D practical strategy system on the web, and there is no business model that provides such a function on the web and receives a certain amount of system fee.

However, as a general improved strategy management technique, BSC (Balance Score Card) related commercial package is currently released as Client / Server version, not web based. However, since these BSC packages are not specialized for R & D practical use, there is a problem that there are many limitations for R & D practical management.

First, the strategy management function of the aforementioned BSC and the strategy management function of the TRE system according to the present invention are compared as follows.

■ Practical Strategic Management Function: After establishing strategic objectives of the organization, the strategic indicators to achieve them are derived according to the top-level concepts of Technology, Resource, and Economics (TRE). Technology, Resource, and Economics have the meaning of three critical factors that research subjects must solve for the practical application of technology. Like BSC, customer, process, finance, learning and growth It is a more optimized perspective on technology commercialization than managing strategic indicators from four perspectives.

■ Practical Procedure Management Function: The practical use of technology generally goes through the following phases (Phase 1 to Phase 3), and it is also necessary to have the ability to manage the implementation guidelines and the implementation of the practical procedures required at each phase. This is a feature of the system of the present invention that is not present in the BSC package, and the system has a 10-step standardization procedure management function extracted through literature research and case studies. In addition, based on the standard practical procedures, each user has the ability to add or delete new procedures suitable for his or her organization.

Phase 1. Evaluation of possessed technology or selection of target technology for practical use

Phase 2. Commercialization (the whole process from technology development to market sales)

Phase 3. Post evaluation after commercialization

■ Top-level conceptual system optimized for technology commercialization: The evaluation and management criteria are inconsistent and inconsistent from evaluation of the technology held in Phase 1 to post-evaluation after the completion of Phase 3 practical use. To complement this, a top-level conceptual system is required, and all evaluation and management criteria from Phase 1 to Phase 3 should be derived. The highest concept is Technology, Resource, Economics (TRE), and all evaluation and strategic management indicators are derived from Phase 1 through Phase 3. The point of view identified as vulnerable in Phase 1 through the sharing of this top-level concept is the effect of more management on the vulnerable parts of the strategy through reverse weighting, which gives more weight in the phase 2 implementation phase. There is. Possibility-approval procedure management approach does not exist in BSC.

The practical use of technology is relatively low in its growth potential, and its success factors are also characteristics that cannot be explained by BSC's four perspectives (customer, finance, learning and growth, and process). In other words, the practical use of technology should be approached from three perspectives as follows.

-Technological Perspective: It is a perspective that manages the success of the technology development for practical use.

-Resource perspective: In order to succeed in developing the technology to be applied, it is necessary to input resources and manage them.

-Economics perspective: This concept includes purchasing, production, sales and customer management of raw materials.

■ Virtual enterprise management function: The scope of strategy establishment and strategy implementation management should be a virtual company including participant companies, not individual research institutes. This is because most commercialization proceeds as a joint project between individual research institutes and participating companies. Therefore, the concept of combining these two organizations in an online system is needed. Therefore, two different organizations can share one strategic goal in real time using the web-based TRE system architecture. Each strategic indicator is assigned and executed, and the implementation management is carried out in one virtual space. It is built to be managed like an organization.

■ Value management function: After rearranging each strategic indicator classified by TRE into the value chain, it distributes the profits of practical use according to the weight of each indicator. This can help you identify which parts of the virtual enterprise and in what size the revenue from the commercialization contributes. In addition, it implements a function that can measure how much the loss of value of non-compliance of specific indicators or miss targets is applied to the entire application. In addition, ROI can be measured by each strategic indicator and strategic business unit.

■ Integration function with other strategic systems: A method that allocates indicators managed in other strategic systems such as ABC / ABM, EVA, ERP, and Sigma 6 as one of the TRE points in this system and uses them as management indicators to achieve strategic goals. System integration. In other words, the individual strategic systems such as ABC / ABM, EVA, ERP, and Sigma 6 are the lowest strategic systems that manage individual indicators, and this TRE system manages all other systems in a macroscopic view of the entire organization. It has its status as a top strategic management system.

■ Business evaluation function: As mentioned above, phase 1 of the commercialization procedure is to evaluate the technology possessed or to select the technology to be applied. At this stage, evaluation indicators or selection indicators are derived through the highest concept of TRE (Technology, Resource, Economics). The system supports the derivation and weighting of these business evaluation indicators. In addition, it also supports the economic evaluation (a quantitative evaluation of business value) function. When uploading various input forms necessary for economic evaluation, the system user downloads it and fills out each input item and uploads it again. Based on the uploaded input data, economic evaluation experts in the organization conduct economic evaluation and input the result of the evaluation into the system. The system of the present invention supports the standard economic evaluation function for the case where there is no economic evaluation expert in the organization. In this case, the valuation of the business value is automatically derived from the system only by inputting the basic input data.

 Web-based R & D practical strategy that comprehensively provides R & D practical procedure management, practical strategy management, and business evaluation functions for technology possessed by carrying out R & D tasks or technologies designed for practical use from the R & D planning stage There is a problem that the system has not been provided so far, and a web-based system that overcomes the constraints of space and time is not provided.

 The present invention has been proposed to solve the problems of the prior art, the object of the present invention is to use the Internet and web-based TRE server-client system after paying a fee for every fixed period, the R & D practical R & D R & D strategy objectives are selected using a web-based TRE system that includes a practical procedure management module, a practical strategy management module, and a business evaluation module that systematically manage the entire R & D practical process from selection, execution of commercialization strategy, and post-evaluation to post evaluation. In the process of establishment and achievement, it manages the R & D key performance indicators established based on technology, resources, and economics, and comprehensively evaluates the economic feasibility (value evaluation) and business feasibility evaluation (score evaluation) of technology by the business evaluation module. The technology valuation is divided into four categories (economic, direct, economic, indirect, non-economic, and direct). After dividing the input request data by the system user, the expert group conducts technical value evaluation on the web, inputs the results, explores the possibility of R & D practical use, and manages R & D core performance indicators. It is to provide a technical, resource and economic (TRE) strategic system for practical use of R & D outcomes.

Another object of the present invention is to provide a technical, resource, economical (TRE) strategic system construction method for the practical use of the research and development results, particularly suitable for implementing the TRE strategy system for the practical use of the R & D achievements.

Another object of the present invention is the practical procedure management function by the web-based TRE system to systematically manage the entire process of R & D practical use from the R & D selection of the strategic management target of the R & D to the computer, the execution of the practical strategy, and the post evaluation after the completion of the practical use. , Computer-readable recording media that record programs for realizing strategic management functions, project evaluation functions, and transaction functions of databases including user general information database, R & D project general information database, and key performance indicator database. To provide.

In order to achieve the object of the present invention, the present invention is connected to the web-based TRE system, and after the user authentication, outline the R & D practical strategy objectives of the entire organization, and then applied according to the characteristics of the R & D tasks of the basic research task, practical task After evaluating and selecting the R & D practical task, the practical procedure for performing the R & D standard practical procedures (steps 1 to 10) built into the system from the evaluation of the possessed technology and the selection of the target technology to the practical use, and the evaluation after the completion of the practical use. A management module; Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A practical strategy management module linked to the strategic management module (ABC / ABM, EVA, Value Engineering, ERP) to express the performance values of the strategic targets and key performance indicators (KPI) established in the strategic goal setting procedure in various tables and graphs; In the process of establishing and achieving the R & D strategic objectives for the R & D practical tasks, an economic evaluation (amount evaluation) and a business feasibility evaluation (score evaluation) are performed to manage the R & D key performance indicators set based on technical, resource and economic feasibility. Evaluation module; And a user general information DB, R & D to interact with the web-based TRE client including the practical process management module, the practical strategy management module, and the business evaluation module in the web-based TRE system to input, extract, and store relevant data. It provides a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes, which consists of a database containing general information DB and KPIs Pools (KPIs Pools).

In order to achieve the above object of the present invention, the present invention pays a daily fee, accesses a web-based TRE system, authenticates a user, and then outlines an R & D practical strategy objective for the entire organization. R & D practical tasks, selection of basic research tasks, evaluation criteria and points for decision, competition and reception, evaluation and selection of applied R & D practical tasks, evaluation of possessed technologies and selection of target technology for practical use, and after completion of practical use A commercialization procedure management step of managing the entire process up to the evaluation by performing the R & D standard practical procedures (steps 1 to 10) embedded in the TRE system; Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A strategic strategy management step of expressing performance values of strategic targets and key performance indicators (KPI) established in the strategic goal setting procedure in connection with strategic management modules (ABC / ABM, EVA, Value Engineering, ERP) in various tables and graphs; And conduct economic feasibility (value evaluation) and business feasibility evaluation (score evaluation) to manage the R & D key performance indicators established based on technology, resources, and economics in the process of establishing and achieving R & D strategic goals for the R & D practical tasks. It provides a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes, including project evaluation steps.

In addition, in order to achieve the other object of the present invention, the present invention the computerized R & D practical target R & D, the implementation of the practical strategy, and the commercialization procedure to systematically manage the entire R & D practical process until the post-evaluation after the practical use Management function; The utility strategy management function; The business evaluation function; And a user general information DB, R & D project to interact with the web-based TRE client including the commercialized procedure management function, the commercialized strategy management function, and the business evaluation function in the web-based TRE system to input, extract, and store relevant data. Provides a computer-readable recording medium that records a program for realizing the transaction function of a database including general information DB and key performance indicator DB (KPIs Pools).

Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings. However, the following examples are merely to illustrate the present invention is not limited to the contents of the present invention.

1 is a general flow diagram of the TRE (Technology, Resource, Economics) strategic system for the practical use of R & D achievements according to the present invention.

The TRE (Technology, Resource, Economics) Strategic System for the practical use of R & D results is connected to the web-based TRE system, authenticates users, outlines the R & D practical strategic goals of the entire organization, and then checks the characteristics of R & D tasks. In case of practical projects, the evaluation criteria and points of selection of R & D practical tasks are determined, competition and acceptance of R & D practical tasks, evaluation and selection of applied R & D practical tasks, and in case of basic research tasks, selection criteria and points of basic research tasks are determined. After finding and accepting research projects, conducting basic research projects, and exploring the possibility of commercialization,

R & D practical steps (steps 1 to 10) to check and manage the entire process from evaluation of possessed technology and selection of target technology to practical use, after completion of practical use, and post-evaluation after standardization. Practical procedures management module to perform 1 to 10); Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A practical strategy management module linked to the strategic management module (ABC / ABM, EVA, Value Engineering, ERP) to express the performance values of the strategic targets and key performance indicators (KPI) established in the strategic goal setting procedure in various tables and graphs; In the process of establishing and achieving the R & D strategic objectives for the R & D practical tasks, an economic evaluation (amount evaluation) and a business feasibility evaluation (score evaluation) are performed to manage the R & D key performance indicators set based on technical, resource and economic feasibility. Evaluation module; And a user general information DB, an R & D project to interact with the web-based TRE client including the practical process management module, the practical strategy management module, and the business evaluation module in the web-based TRE system to input, extract, and store relevant data. It consists of a database containing general information DB and key performance indicator DB (KPIs Pools).

The present invention is a system that systematically manages R & D practical use by using a web-based TRE (TRE: Technology, Resource, Economics) server-client system for the practical use of R & D achievements. After paying the fee for each period, the web-based TRE system is used. In the case of using the web-based TRE system, it is used to pay the fee when installing the system and to pay a certain additional fee when upgrading the system later.

The web-based TRE system according to the present invention is composed of three modules: a commercialized procedure management module, a commercialized strategic management module, and a project evaluation module.

(1) practical procedure management module

From the evaluation of the technology possessed and the search for the commercialization to the post-utilization evaluation, the general procedures related to the practical use of the technology are divided into 10 or more standard TRE template procedures (Steps 1 to 10) and executed for each procedure. It presents the action item to be done and provides the function of providing the document form and the decision support function necessary to perform the action. In addition, it has a function to identify whether the action item is performed at the Strategic Business Unit (SBU) level and the enterprise level. In addition, the system user can add a procedure unique to a specific company and a specific practical technology or delete some of the standard procedures so that a commercialized procedure optimized for an individual company and a commercialized technology can be configured (Customizing function). .

▣ TRE: Template Utilization Step

Step 1: Systematic Management and Evaluation of Technology

1-1 Breakdown of details of possession / development technology

1-2 Analyzing and organizing change trends in related and alternative technologies

1-3 Establish Technology Management

Step 2: Exploring and promoting technology targets and investment companies

2-1 Application Potential Analysis of Holding Technology

2-2 Technology Targets and Investment Companies

2-3 Technology Promotion Strategy

2-4 technology promotion

Step 3: Business Feasibility Analysis and Business Planning

3-1 Prepare business feasibility analysis method

3-2 Business Plan Standard Model

3-3 Technical Value Evaluation and Business Feasibility Analysis

3-4 Business Planning

Step 4: Select participating companies and research contract

4-1 Establishment of Selection Criteria / Checklist

4-2 Research Contract / Technology Transfer Package

4-3 Evaluation and Selection of Participating Companies

4-4 Negotiation and Contract

Step 5: Development of industrialization technology led by business group

5-1 Detailed Industrialization Development Plan

5-2 Industrialization Technology Development Task Performance and Management

5-3 Evaluation of Industrialization Technology Development Issues

Step 6: Develop joint technology with industry

6-1 Joint Technology Development Project Management

6-2 Communication Management

Business support of 6-3 business group

Step 7 Secured technology management and patent application

7-1 Establishment of technology asset management principles

7-2 Plan for Profit Enhancement through Technology Utilization

7-3 Patent Application Policy / Policy

7-4 patent application

7-5 Technology Knowhow Management / Core Technology Accumulation

Step 8 Contract for technology transfer and transfer of research results

8-1 Establishing Licensing Principles / Strategies

8-2 Technology Transfer Agreement Considerations

8-3 Technology Transfer Agreement

8-4 Technology Transfer / Technology Learning Promotion

8-5 Technology Transfer / Research Result Transfer

Step 9: Follow-up Management and Commercialization Support

9-1 Technology Transfer Post Management Policy

9-2 Business Partner Support

9-3 Partner Marketing Support

9-4 Commercialization Support System

9-5 Patent follow up

Step 10: Performance Analysis

10-1 Task Performance / Utilization Performance Indicator Development

10-2 Performance Analysis

10-3 Documentation of Research Results and Commercialization Results

Incentive System for 10-4 Researchers

31A to 31G may refer to a manual list for each action of the TRE strategy system standardization procedure, for details.

(2) practical strategy management module

Practical Strategic Management is to establish and manage strategic targets and to improve and improve the targets of the Standard Practical Procedures to achieve them. The key performance index (KPI) is selected and managed by dividing the categories by TRE (Technology, Resource, Economy). The key performance indicators (KPIs) are the most important strategic indicators to be performed in order to achieve the organization's goals, and the weight between the key performance indicators is implemented using AHP. In particular, the scores evaluated for each TRE in the evaluation stage of the research subjects for practical use are used by linking them with the weights between the TREs in the stage of the commercialization strategy. Reverse Weighting

The suitability of KPIs with organizational goals is measured using SRMS (Square Root Mean Square), and when used in conjunction with the scheduling function of strategic goals, the suitability of key performance indicators can be checked in real time. have. In addition, the contribution of the KPI to the achievement of the organizational goal is calculated using the weights assigned to the indicators. The suitability and contribution of these KPIs to the organizational goals are managed in a database so that they can be used as a reference when selecting key performance indicators in the future. In particular, in the case of an Internet-based system, key performance indicators used by companies of various industries and sizes using the TRE system according to the present invention are managed by a template KPIs Pool as follows. It can be used as a reference when setting.

It has human resource management function that calculates the contribution of practical use by managing the performance of executives and employees of strategic business unit in DB and integrates it with performance evaluation and compensation system. It provides a strategy simulation function that shows the strategic targets that can be achieved according to the achievement of specific indicators. Data created by other strategic management techniques (ABC / ABM, EVA, etc.) other than TRE can be used as a single strategic indicator. As a result, the TRE strategy management system of the present invention serves as an integrated strategy management system that binds individual strategy management systems at the top.

(3) Project Evaluation Module

The project evaluation module is a module that can perform economic evaluation (value evaluation) and business feasibility evaluation (score evaluation) of R & D commercialization tasks. The basic data required for each evaluation is downloaded, filled out, and uploaded again, and the experts who are in charge of business evaluations write the results back into the system. Traditional financial management investment technique derives E (NPV) and δ of strategic business unit for investment and uses it for decision making. Derivation is almost impossible. Therefore, it is to use the expected profits and costs for practical use by the above-mentioned economic evaluation as an index for substituting E (NPV), and to use the TRE Score by business feasibility evaluation (score evaluation) as an index for substituting δ. These surrogate indicators enable traditional portfolio investment decisions based on E (NPV) and δ.

In addition, the economic evaluation (value evaluation) module performs economic evaluation in four subdivided categories: direct, economic effects, indirect and economic effects, direct and non-economic effects, and indirect and non-economic effects, respectively.

Direct and economic effects: It refers to cases where direct profits are generated by business groups, companies, or national institutions that carry out specific R & D.

Indirect and economic effects: Indirect monetary profits are generated by economic entities other than business units, companies, or national institutions that carry out specific R & D.

Direct and non-economic effects: These are cases caused by a specific R & D, project group, or national institution, but do not generate monetary revenue (nonmonetary performance is converted into monetary revenue).

Indirect and non-economic effects: These are cases in which monetary profits are not generated because they are caused by an economic entity other than a business unit, a company, or a national institution carrying out a specific research and development (non-monetary performance is monetary profits). Converted to).

* Operating Procedure

① TRE system connection

When a user (enterprise) enters a user ID and password in the TRE system of the present invention under the Internet or a server / client environment, the TRE system of the present invention authenticates a user through a DB that manages general information (personal details, etc.) of the user. After the payment is completed, the process proceeds to the next step after completing the payment by credit card.

② Goal setting for enterprise R & D

When accessing the web-based TRE system through the authentication process, the system module is accessed according to the predefined security level. First, the top management accesses the TRE system and outlines the long-term strategic goals of the entire organization and inputs them into the system. In order to refer to the long-term strategic goals set in this way, we present various decision support views. The R & D project is divided into basic research and commercialization project according to its characteristics, and in the case of the basic research, the project is managed from a long-term perspective, but the practical application management procedure is realized as the possibility of practical use is revealed through continuous exploration of practical application. Switch to).

③ Perform commercialization procedure (Step 1 ~ 10)

The standard commercialization procedure (TUS) basically consists of 10 steps (Steps 1 to 10). Practical procedures are structured so that they can be added or deleted as appropriate for each task. The commercialization procedure covers the entire process of commercialization, from the evaluation of the technology possessed and the feasibility analysis to the commercialization management and the post evaluation. In particular, in the commercialization management phase, the commercialized strategic management module is additionally used. The contents are as follows.

First, the long-term strategic objectives set in the previous stages are distributed by short-term by the scheduling function of the strategic management module. Short-term strategic objectives are distributed to strategic business units through in-house meetings, and each head of the strategic business unit draws out key performance indicators (KPIs) and prepares a strategy map to achieve the strategic goals. The KPI may be set by developing new indicators suitable for the strategy, and referring to the standard KPIs Pool for each indicator category stored in the database in the database of the present invention. Can also be set. Through this, the strategic business unit managers who have no experience in creating a strategy map will be able to prepare the strategy map quickly and easily. In the strategic map, a description of key performance indicators (KPIs) and target values of the indicators are set, and a causal relationship between each indicator is indicated. When the strategy map is prepared, it is easy to find out how the strategic target value changes according to the change of the specific key performance indicator (KPI) value and the weight change by the strategy simulation function of the TRE system of the present invention. As a result, a more feasible strategy map is expected. The key performance indicators of each task should be clearly defined by the person in charge within the organization to clarify accountability, encourage all members of the organization to have a strategy-oriented way of thinking, and reflect them in the performance evaluation and HR evaluations of the members. To become a Strategy Focused Organization (SFO). The organizational goal setting, the process of distributing the set goals to the sub-organizations, and the setting and measurement of key performance indicators (KPIs) for achieving the goals are carried out online through the TRE system of the present invention. You will be able to cope flexibly.

④ Linkage with other systems

The main objective of the TRE system of the present invention is to improve management of R & D practical strategies in terms of TRE (Technology, Resource, Economy). However, the existing strategic management techniques (ABC / ABM, EVA, ERP, etc.) can also be implemented as modules in the TRE system to exchange data, and the TRE strategic system is a higher strategic management system. exist. If the existing strategic system is already established, only the remaining modules except for the related modules may be used on the TRE system of the present invention. In this case, integration with other systems is required, and the related integrated solution can be one source of revenue.

Referring to FIG. 1, when a user accesses the TRE system, a login initial screen of a TRE system for inputting an ID and password as shown in FIG. 2 is displayed. If the user is allowed to connect after paying a certain fee, the user may use each module of the commercialization procedure module, the commercialization strategy management module, and the business evaluation module in the TRE system.

System Summary Screen (Summary View): Figures 3 to 5 is a system summary screen that appears first after the TRE system access. The center of the screen is the Explorer View, where you can see a list of all organizations, from the entire organization (Level 1), suborganizations (Level 2), to the lowest strategic business unit (Level 3). . Selecting a specific level or strategic business unit in the navigation pane provides a summary screen of practical procedures, practical strategies, and business evaluations on the bottom panel for selection. The Practical Procedure Summary tells you how far the organization has now gone through the practical process. The business valuation summary informs the economic evaluation and the business feasibility score, and the practical strategy management summary also informs the current practical goals (such as NPV or EBIT), the achievements, and the achievement rate of the strategic indicators. The achievement rate derived from the target performance can be divided into the target value based on the current target value or the target value based on the end of the period, and the analysis category can be selected from a research institute, a research institute + participating companies, and participating companies. In addition, it was possible to select an analysis subject in case of the participation of various other research subjects.

5 to 6 is a memo function. If you want to take note of the contents found through the lower panel, press the button in the center to create a new panel and the contents will be written as it is. Repeating this several times is the screen of FIG. 6, and it is possible to see various analysis contents that the user notes about the analysis target business unit or organization selected in the search window.

7 is an extended screen that appears when the user clicks on the strategic management in the lower panel, so that the achievement rate of the KPI and the effect (amount) on the profit can be seen at a glance.

■ System setup function: FIG. 8 is a system setup screen. In addition to the standard procedures and standard functions prepared in advance in the TRE system of the present invention, the system setup function freely implements the following procedures and functions.

1. Procedure Set-up: According to the Standard Utilization Procedure (TUS: Template Utilization Step) implemented in advance in the TRE system of the present invention, the procedure can be divided into 10 steps, and some procedures can be modified as necessary. There is also the ability to set procedure management goals that are optimized for practical use.

2. Level Set-up: The entire organization is defined as Level 1, and the detailed organization can be configured sequentially as Level 2 and Level 3.

3. SBU Set-up: It is possible to set up members of the lowest Strategic Business Unit (SBU), set a person in charge, set input budget, designate task personality (pure research, applied research, applied research that has not been put into practical use), and finish the task. have.

4. Period Set-up: You can set the fiscal year.

5. Authority Set-up: Access authority for each function of the system and strategic business unit can be set.

6. Module Set-up: The project feasibility evaluation, economic evaluation, and evaluation of participant selection are basically built-in. For each module, evaluation indicators can be used by standard indicators, but users can newly configure them. Even if a built-in module is added later, detailed adjustment of the built-in module is made here.

7. Insert Module: This function inserts a built-in module into a specific procedure when a new procedure is newly constructed without using the standard procedure in the procedure set-up. In this way, when the user reaches the procedure, the pre-inserted module is presented on the screen and made available to the user.

Practical Procedure Management Module: As shown in FIG. 9, each practical procedure is Yes, No, N / A, etc., to indicate whether the procedure is performed in a checklist format. In addition, document forms or inputs required for each procedure can be downloaded from the screen on the right, filled up, and uploaded again to keep detailed supporting documents. Figure 10 is a 3-3 'business feasibility evaluation' procedure of the standard commercialization procedure. Here, each evaluation index can be compared by AHP, but each can be compared according to importance and difficulty perspectives, multiplied by both, and weighted according to the percentage of the total value. This process can use standard weights previously set by the system and can be modified as needed. 11 is a standard commercialization procedure 5-1, 'Detailed Commercialization Technology Development Execution Plan Establishment', which sets key performance indicators (KPIs) by utilizing a commercialization strategy management module inserted in advance in the Insert Module step. The key performance indicators have the following structure.

-Technology: technical indicators to be solved to achieve strategic goals

   ○ Key Technical Indicators: Means the technology to be applied for the practical use.

   ○ Process technology index: It is necessary to make products with the technology for the practical use.

                    Technical indicators related to the manufacturing process.

   ○ Product Technology Index: In order to commercialize core technology,

                    In addition, related technologies at the product level are required.

                    This indicator manages it.

Resources: to manage the resources that need to be put in place to achieve the strategic objectives.

                     Indicators

    ○ Human Resource Index: An indicator that manages human resources to be input.

    ○ Material Resource Index: An indicator that manages the material resources to be input.

Economics: This is an indicator that covers all aspects except technical and resource inputs in the process of making products needed by the market. Mainly economic indicators such as purchasing, production, sales, and customer indicators.

    ○ Purchasing Indices: It is an index that manages the entire purchasing process.

    ○ Production indicators: These are indicators that manage the whole production process.

                  Manage all things except technical aspects.

    ○ Sales index: It is an index that manages the whole sales process.

    ○ Customer Index: It is an indicator that is in charge of customer satisfaction and customer management.

Based on the fiscal year set in Period Set-up, the Strategic Goal Scheduling screen is presented. For each year, the target revenue, cost, and net income can be entered into two categories, Participating Companies and Research Institutes, respectively. The net profit can be selected by inputting appropriately, accounting net profit or cash net profit according to the characteristics of the organization. The target values entered are recounted as part of the 'Indirect Economic' item of the economic evaluation in the case of participating companies, and the research institute is correlated with the economic evaluation module in such a way that it is recounted as part of the 'Direct Economic' item in the economic evaluation. . The TRE system operator of the present invention extracts key performance indicators (KPIs) used by system users in the past using only Square Root Mean Square (SRMS), and then extracts indicators that are useful as key indicator performance indicators. Pool). Users of the National R & D Utilization System can use the KPIs Pool, which is pre-configured to create their own strategies and set the key performance indicators that best represent them. SRMS is defined as in Equation 1 below. Collect all the past cases of the use of the KPI, create a sample set, and derive SRMS by inputting the strategic target value and actual achievement value within the sample set into Equation 1. At this time, the SRMS can be used to roughly understand how the indicator can be used as a key indicator to represent strategic performance. (The closer the SRMS is to 0, the more relevant the key performance indicator is. For example, a causal relationship with the achievement of the strategic target is rare if it exceeds 1).

12 to 14 are screens showing key performance indicator sets managed by such SRMS. Users can refer to the SRMS to set their own key performance indicators by referring to the key performance indicators that can be used in their strategy, and can quote them without any modification. The key performance indicators (KPIs) are further subdivided and managed using a subset of ratio, frequency, number, amount, and satisfaction. In addition, the TRE system of the present invention also presents the SRMS for the KPIs that have been used so that it can check the ability of the strategy establishment and set the appropriate key performance indicators in the future.

Definition of SRMS

   δ = standard deviation of performance value, n: number of samples

 Ti: Performance from the i sample, Oi: Strategic target from the i sample.

Example of allocation of TRE scores and strategic goals Strategic Business Unit (Organization Level 3) Performance Indicator (TRE Level 1) Performance Indicators (TRE Level 2) Key Performance Indicators (TRE Level 3) Durability Improvement Study                                                                                                     TRE 100 points E (NPV) 10 billion                                               T 30 points 3 billion 20 billion core technology indicators - 20 mA simultaneously injecting 10 points 1000000000 -6% reduction in survey time by 10% -10% improvement in survey uniformity -Process technology index 6 points 600 million -Product technology index 4 points 400 million  R 40 points 4 billion  E 30 points 3 billion

 (Explanation) In Table 1, for example, the key performance indicator of 20 mA simultaneous injection is 10 points.

Allocated with perfect score, 1 billion strategic goals were assigned

       (10 billion x 10 points / 100 points). If you achieve 8 points of 20mA co-injection index,

       If you actually earned 700 million in the state, then Ti would be 700 million,

       The 800 million expected to be earned in the state of achievement is Oi.

       Earned 200 million won because of less than 2 points

       What you did not listen to was not a matter of setting up strategic indicators.

       As it is a matter of deficiency, the validity of the indicator selection is irrelevant.

After the key performance indicators are set, a screen for allocating target values, present values, units, officers, participants, and participation rates for each key performance indicator appears (FIG. 15). FIG. 16 is a screen of weight distribution by AHP according to the degree of difficulty between indicators, and the weights are finally calculated by combining the weights evaluated by a plurality of evaluators. The total weight is calculated based on the number derived by multiplying the importance and the difficulty.

The evaluation indicators used in the evaluation of possessed technologies and the selection of technology to be applied for practical use can also be aggregated into top-level concepts such as technology, resources, and economics (TRE). Therefore, it is found that the weakness among technical, resource, and economical performances provides reverse weighting, which gives more weight at the stage in setting weights between key performance indicators (KPI). This allows more control over the vulnerable areas.

■ Practical Strategic Management Module: The Practical Strategic Management Module is a module that presents the performance values of strategic targets and key performance indicators established in the strategic goal setting procedure in various tables and graphs. As mentioned above, the key performance indicators have nine Level 2 indicators under three Level 1 (technical, resource, and economic) indicators, and they manage strategic performance by setting the lowest Level 3 indicators below Level 2. As a result, the targets for entering and managing the target value and the performance value are the indicators of Level 3, and the upper Levels 1 and 2 are additional indicators that are automatically aggregated and derived by the logic shown in FIG. Level 3 indicators are useful for strategic management of each individual project (or Strategic Business Unit, SBU). Level 1 and 2 indicators are more useful for diagnosing an organization from an overall organizational perspective that encompasses individual research tasks. useful.

The indicators at the lowest level 3 are weighted average in proportion to the expected return (EV) of the strategic business unit to which the indicator belongs, as shown in Equation 2 and Figure 17, and then aggregated into the higher levels, Level 2 and Level 1. do.

Aggregation of TRE Score

TRE ^P _ij : the perfect score of the j key performance indicator of the i task

TRE _i : specific key performance indicators of the i task

E ( NPV _i ) : Strategic target value (amount) of the i task

Wi : Multiply weight to add up to upper level

Figures 22-23 show the differences caused by inconsistency in setting indicators and unstable performance by automatically conducting a difference analysis between targets and performances when the strategic targets are not reached after the completion of the strategic execution period or when the strategic targets are not reached during the strategic execution period. By dividing and presenting the difference caused by this, it is a screen to support effective coping with the failure to achieve the goal.

24 to 25 are screens for arranging key performance indicators in the value chain and dividing them by supporting and operating sectors to analyze ROI and practical contribution contributions by indicator.

26 is a screen showing the setting of causal relationship between key performance indicators, Figures 26 to 28 are business evaluation screen for business feasibility evaluation and economic evaluation of the TRE system.

Fig. 30 shows the management of strategic indicators assigned to members, their target values, and performance values for each member through practical strategy management, and automatically calculates each member's contribution to R & D utilization and contributes them to use in personnel evaluation. Screen.

■ Business Evaluation Module: This module performs business feasibility evaluation (score evaluation) and economic feasibility evaluation (amount evaluation) of technology held in advance. When the user inputs the basic data, the system automatically converts it to the amount based on the evaluation method defined in advance in this system, or the evaluation is performed by an external evaluation expert who inputs the result into the system and confirms it with the user. . The economic evaluation was divided into four direct and economic effects, direct and non-economic effects, indirect and economic effects, and indirect and non-economic effects, and non-economic effects not counted in amounts are expressed in amounts using a pre-determined conversion factor. It is programmed to be converted automatically (eg, the economic value of one SCI-level paper is converted to 100 million won).

The three modules of the commercialized procedure management module, the commercialized strategic management module, and the project evaluation module are interconnected with a database including a user general information DB, an R & D project general information DB, and a key performance indicator DB (KPI Pools) in the TRE system. Function to extract and archive data.

As described above, although described with reference to a preferred embodiment of the present invention, those skilled in the art various modifications of the present invention without departing from the spirit and scope of the invention described in the claims below Or it may be modified.

As described above, the TRE strategy system and its construction method for the practical use of the R & D results according to the present invention is selected from the R & D until the post-evaluation after the selection of the R & D tasks, the implementation of the commercialization strategy and the completion of the commercialization strategy management target Through the web-based TRE system, the entire process of practical use can be systematically managed in real time from the user's point of view, practical strategy management, and business evaluation, and immediately access the web online by paying a predetermined system fee. All functions are available. In the process of establishing and achieving R & D strategic goals, the company also manages R & D key performance indicators established based on technology, resources, and economics, and conducts economic evaluation (amount evaluation) and business feasibility evaluation (score evaluation) by the business evaluation module. In parallel, comprehensive evaluation can be carried out by experts to evaluate the technical value on the web, input the results, and explore the possibility of practical R & D.

In particular, almost all functions of the TRE system, such as key performance indicators (KPIs), holding technology evaluation indicators, and practical procedures management, are standardized and already registered. In addition, since the entire process of commercialization from Phase 1 to Phase 3 is described in terms of one of the highest conceptual systems, TRE (Technology, Resources, Economics), there is an advantage that it can secure logical consistency unlike other existing systems. In establishing strategies, it is possible to monitor the adequacy of key performance indicators set by the SRMS, thus improving one's ability to develop strategies.

On the other hand, from the standpoint of the operator who builds the TRE system according to the present invention, since it is web-based, there are many general advantages that can be obtained compared to the Client / Server architecture (reduction of system maintenance cost after system construction, fast customer acquisition, online payment of user fees, promotion of Ease of use and cost of construction. In addition, the more users using the TRE system, the more key performance indicators used in strategy planning. Therefore, the operator based on the TRE system of the present invention analyzes these accumulated indicators to find out which indicators are suitable as key performance indicators (KPIs) according to the characteristics of each R & D project, and selects selected indicators as key performance indicators. (KPIs Pool) to form and manage the knowledge base. With this in mind, TRE system users will be able to refer more to their strategy. As such, the cumulative key performance indicators will enhance the strategic establishment support function of the TRE system of the present invention and increase the business value of the TRE system.

Claims (11)

After accessing the web-based TRE system and authenticating the user, outline the strategic objectives of the R & D practicalization of the entire organization. A commercialization procedure management module that performs R & D standard commercialization procedures (steps 1 to 10) embedded in the system from the selection of a technology to be commercialized, to the commercialization, and to the post-evaluation after the commercialization; Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A practical strategy management module linked to the strategic management module (ABC / ABM, EVA, Value Engineering, ERP) to express the performance values of the strategic targets and key performance indicators (KPI) established in the strategic goal setting procedure in various tables and graphs; In the process of establishing and achieving the R & D strategic objectives for the R & D practical tasks, an economic evaluation (amount evaluation) and a business feasibility evaluation (score evaluation) are performed to manage the R & D key performance indicators set based on technical, resource and economic feasibility. Evaluation module; And General information DB, R & D project general information to interact with the web-based TRE client including the practical process management module, the practical strategy management module and the business evaluation module in the web-based TRE system to input and extract relevant data A technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes comprising a database and a database including key performance indicator databases (KPIs Pools). After paying the fee every day, after accessing the web-based TRE system and authenticating the user, outline the strategic objectives of the R & D practicalization of the entire organization, and then check the characteristics of the R & D objectives. R & D standards embedded in the TRE system for the whole process, from deciding on the allocation, public offering and acceptance, evaluating and selecting the applied R & D practical tasks, and evaluating the possessed technologies and selecting the target technology for practical use, and performing the post-utilization evaluation after the completion of the practical use. A commercialization procedure management step of managing by performing a commercialization procedure (steps 1 to 10); Establish strategic objectives for R & D utilization across the organization, create strategic maps to achieve strategic objectives, measure key performance indicators (KPIs), measure strategic error, and evaluate TRE strategic management modules for individual and organizational performance evaluation A strategic strategy management step of expressing performance values of strategic targets and key performance indicators (KPI) established in the strategic goal setting procedure in connection with strategic management modules (ABC / ABM, EVA, Value Engineering, ERP) in various tables and graphs; And In the process of establishing and achieving the R & D strategic objectives for the R & D practical tasks, an economic evaluation (amount evaluation) and a business feasibility evaluation (score evaluation) are performed to manage the R & D key performance indicators set based on technical, resource and economic feasibility. A method of establishing a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes comprising an evaluation step. The method of claim 2, In order to support the commercialization of the above research projects (R & D), commercialization strategy management, commercialization procedure management, and business evaluation system should be established, using the top-level conceptual system of economics, resources, and business (TRE) perspective. The commercialized procedure management module, the commercialized strategic management module, and the project evaluation module interact with each other to input, extract and store relevant data, and include user general information DB, R & D project general information DB, and key performance indicator DB (KPIs Pools). How to build a technical, resource and economic (TRE) strategy system for the practical use of R & D achievements that provide transaction data between servers and clients consistently. The method of claim 2, The commercialization procedure management step includes the standard commercialization procedure embedded in the web-based TRE system for the entire process of R & D practical use, from evaluation of possessed technology and selection of a technology to be commercialized, to commercialization, and to post-evaluation after completion of commercialization. 10) Method of establishing technical, resource and economic (TRE) strategic system for the practical use of R & D performance that checks and manages performance and can be modified and used by system users directly if necessary. The method of claim 2, The project evaluation step consists of economic evaluation (amount evaluation) and business feasibility evaluation (score evaluation), and the economic evaluation is based on the quadrant (economic direct effect, economic indirect effect, and non-economic direct) based on uploading basic input data. Effect, non-economic indirect effect), converts the monetary value of a commercialized business into a calculated or monetary value, and the business feasibility assessment creates sub-assembly indicators in terms of economic, resource, and business feasibility. How to build a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes by providing standardized evaluation indicators and evaluation sheets. The method of claim 2, In the practical strategy management phase, at the time of strategy establishment, the process of setting key performance index (KPI) using KPIs Pool and weight setting between each indicator are supported and during strategy execution. The performance of key performance indicators is quantitatively managed as performance against the target, and when the strategic target is not reached after the completion of the strategy execution period or during the execution of the strategy, the cause analysis on the difference between the target and the performance is automatically performed. A method of establishing a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes that supports value management by supporting effective response to the failure to achieve targets and by deriving the amount of commercialized revenue acquisition by key performance indicators. The method of claim 2, For the practical strategy management, the core performance indicators (KPIs) used by the users of the TRE system in the past are analyzed using statistical techniques such as square root mean square (SRMS) to extract the optimal strategy indicators, and then the core performance indicators are collected. A method of establishing a technical, resource and economic (TRE) strategy system for practical use of R & D outcomes, which is managed as (Template KPIs Pool) and used as a reference key performance indicator (KPI) when establishing a new strategy. The method of claim 2, The key performance indicator (KPI) is set to Level 1 for Technology, Resource, and Economics for the practical strategy management, and again, the key technology indicator under the technology as a lower indicator. , Including process technology indicators and product technology indicators, including human resource indicators and material resource indicators under the Resources, and purchase purchase, production indicators, sales indicators, and customer indicators under the Economics. Level 2 indicators are included, and the final level 3 key performance indicators (KPIs) are managed under the level 2 indicators to manage the strategies of the individual tasks, and then weighted averages based on the size of the strategic targets to level 2 and How to build a technical, resource and economic (TRE) strategic system for the practical use of R & D outcomes that can be aggregated to Level 1 to help manage the strategy of the entire organization. The method of claim 2, The key performance indicator (KPI) has a lower level 2 indicator below the level 1 (technical, resource, economical) indicators, and by entering and managing target values and performance values at the lowest level 3 below the level 2, the upper level 1 And Level 2 are meaningful as additional indicators that are automatically aggregated. The Level 3 indicators are useful for strategic management of each individual research project (or Strategic Business Unit, SBU). 2 Indicators are a technique, resource, and economic (TRE) strategic system for the practical use of R & D outcomes that is more useful for diagnosing an organization from an organization-wide perspective, overseeing individual research projects. The method of claim 2, R & D that supports the use of individual indicators in management evaluation by automatically calculating each member's R & D contribution and contribution amount based on the strategic indicators, targets, and performances assigned to each member through the practical strategy management. How to build a technical, resource and economic (TRE) strategic system for practical use of performance. The method of claim 2,  The practical procedure management function to systematically manage the entire R & D practical process; The utility strategy management function; The business evaluation function; A computer-readable recording medium having recorded thereon a program for realizing this.

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