Next Generation Roadmapping : Establishing Technology and Innovation Pathways Towards Sustainable Value

Preface
Introduction to Roadmapping
Book Overview
	Strategic Alignment in Organisations
	Techniques and Tools for Roadmapping
	Case Studies: Technology Roadmaps for the Energy Sector
References
Acknowledgment
Contents
Chapter 1: Roadmapping for Strategic Alignment, Integration and Synchronization
	1.1 Introduction
	1.2 Roadmapping for Strategic Planning and Foresight
	1.3 Management Literature Revisited
		1.3.1 Strategic Fit and Its Related Theories
		1.3.2 Elements of Strategic Fit
			1.3.2.1 McKinsey 7S Framework
			1.3.2.2 ESCO Framework
		1.3.3 Processes of Strategic Fit
			1.3.3.1 SAM Framework
	1.4 Discussion
	1.5 Conclusions
	References
Chapter 2: Technology Roadmaps as an Instrument for Operationalizing Innovation Strategies of Large Corporations
	2.1 Introduction
	2.2 Difficulties in Translating Innovation Strategies into Execution
	2.3 Technology Roadmaps Addressing Challenges of the Innovation Strategy Implementation
		2.3.1 Turning Strategic Goals into the Tasks of Innovation Projects
		2.3.2 Prioritization of Innovation Projects Based on Transparent Criteria
		2.3.3 Introducing Clarity on the Roles and Responsibilities Within Innovation Projects
		2.3.4 Improving Transparency of External Partners’ Contribution in the Performance of Joint Innovation Projects
	2.4 Conclusions
	References
Chapter 3: Technology Roadmapping: KPI Management Process
	3.1 Introduction
		3.1.1 New Work SE
			3.1.1.1 Petrol
			3.1.1.2 Lime
			3.1.1.3 Berry
			3.1.1.4 Purple
			3.1.1.5 Yellow
			3.1.1.6 Kununu
		3.1.2 Need for KPI Management Analysis
			3.1.2.1 KPI Management
				S.M.A.R.T KPI
				KPI Documentation Template
					Strategic Goal
					Audience and Access
					Key Performance Question (KPQ)
					How Will and Won’t This Indicator Be Used?
					Indicator Name
					Data Collection Method
					Assessment/Formula/Scale Criteria
					Targets and Performance Thresholds
					Data Collection Frequency
					Data Reporting Frequency
					Data Entry (Responsible Person)
					Expiry/Revision Date
			3.1.2.2 KPI Management at New Work SE
		3.1.3 Thesis Objective
	3.2 Theoretical Background
		3.2.1 Key Performance Indicator
		3.2.2 KPI Characteristics
			3.2.2.1 KPI Catalogue
	3.3 Methodology
		3.3.1 Stakeholder Identification
		3.3.2 Gap Analysis
		3.3.3 Technology Roadmapping
			3.3.3.1 Quality Function Deployment
		3.3.4 Interview Questionnaire
	3.4 Results
		3.4.1 Interview Interpretation
		3.4.2 Survey Results
			3.4.2.1 Market Drivers
			3.4.2.2 Product Features
			3.4.2.3 Quality Function Deployment
			3.4.2.4 Technology Roadmap
			3.4.2.5 KPI Catalogue
		3.4.3 KPI Parameter Definitions
			3.4.3.1 KPI Definition
			3.4.3.2 Description
			3.4.3.3 Unit Measured
			3.4.3.4 B2B or B2C
			3.4.3.5 KPI Category
			3.4.3.6 Technical Definition
			3.4.3.7 Threshold Value (Upper and Lower)
			3.4.3.8 KPI Owner
			3.4.3.9 KPI Consumer
			3.4.3.10 Usage/Update Frequency
			3.4.3.11 Reporting Frequency
			3.4.3.12 Link to All Dashboards Where the KPI Is Reported
			3.4.3.13 Supporting KPIs and Metrics
			3.4.3.14 Link to the Goal/Objective that the KPI Is Intended to Measure/Achieve
			3.4.3.15 Timeframe of the KPI’s Relevancy
			3.4.3.16 Review Date (Last & Next)
			3.4.3.17 Tagging Relevant JIRA Tickets
		3.4.4 KPI Parameter Ranking
	3.5 Future Work Recommendation
		3.5.1 KPI Catalogue Application Launch
			3.5.1.1 Excel File
				Pros
				Cons
			3.5.1.2 KPI Software
				Pros
				Cons
		3.5.2 KPI Management Process Establishment
			3.5.2.1 Current KPI Management Process
			3.5.2.2 Recommendations
		3.5.3 KPI Dashboard
	3.6 Conclusion
	References
Chapter 4: Value-Oriented Roadmapping for Early-Stage Venture Funding
	4.1 Introduction
	4.2 Finance Considerations
	4.3 Value Roadmapping
	4.4 Case Studies
	4.5 Conclusions
	References
Chapter 5: Digitalization of Roadmapping Processes: Insights and Opportunities
	5.1 Introduction
	5.2 Digital Roadmapping Framework
	5.3 Research Method
	5.4 Findings Regarding Digital Roadmapping Processes
		5.4.1 Organize
		5.4.2 Share
		5.4.3 Focus
		5.4.4 Strategize
	5.5 Final Considerations
	References
Chapter 6: Technology Roadmapping Approach Based on Engineering Science, Technology Knowledge Graph, and Expert Interaction
	6.1 Introduction
	6.2 Review of Technology Roadmapping Research
		6.2.1 Technology Roadmap Development Method Based on Expert Knowledge
		6.2.2 Technology Roadmap Development Method Based on Combined Expert Knowledge and Data Analysis
	6.3 Technology Roadmap Developing Framework Based on Technology Knowledge Graph
		6.3.1 The Overall Framework
		6.3.2 Technology Knowledge Graph System
		6.3.3 Expert System
		6.3.4 Technology Roadmapping System
			6.3.4.1 Technology Trend Analysis
			6.3.4.2 Technology Foresight List
			6.3.4.3 Expert Questionnaire and Interview
			6.3.4.4 Technology Roadmapping
	6.4 Application Case of Intelligent Machine Tool Technology Roadmap
		6.4.1 Construction of Technology Knowledge Graph of Intelligent Machine Tools
		6.4.2 Technology Trend Analysis of Intelligent Machine Tool
		6.4.3 Technology List of Intelligent Machine Tool
		6.4.4 Technology Roadmapping of Intelligent Machine Tools
	6.5 Conclusions
	References
Chapter 7: Technology Roadmapping: Cooling and Heating in Sub-Saharan Africa
	7.1 Introduction
		7.1.1 Why Are Refrigeration, Cooling and Heating Systems Important for SSA?
		7.1.2 What Does This Project Accomplish? (The Objectives)
			7.1.2.1 Aim and Key Statement of Purpose
			7.1.2.2 Objective of TRM Application for RCH Systems, and Key Research Aspects
	7.2 Literature Review
		7.2.1 Regional Profiles and Research Gaps
			7.2.1.1 Nigeria and South Africa as Economic and Technological Hubs in SSA
			7.2.1.2 RCH Systems in WE: Germany and the United Kingdom
		7.2.2 Tools for RCH Industry Review
			7.2.2.1 SWOT: Analyses
			7.2.2.2 Portal’s Five-Forces (P5F) and the Proposed Augmentations
			7.2.2.3 QFD in Product-Technology Management
	7.3 Methodology
		7.3.1 Why Organizations Apply TRM as a Business Management Strategy
		7.3.2 TRM as a Tool for Strategy Alignment and Technological Development
		7.3.3 TRM in Industry Application
		7.3.4 RCH Systems Industry Framework for SSA
			7.3.4.1 Application Considerations and Outline of Industry Analysis Tools
			7.3.4.2 Technology Roadmap Build-Up for RCH Systems in SSA
	7.4 Business Drivers
		7.4.1 Framework and Business Needs for RCH Systems Application
		7.4.2 Market Dynamics for RCH Technology
		7.4.3 Industry Leadership for RCH Systems
		7.4.4 Energy Savings Considerations for RCH Systems in WE
		7.4.5 Organizational and Application Considerations for RCH Systems in SSA
		7.4.6 Market Navigation Principles: SWOT Analysis for RCH in the SSA Building Industry
			7.4.6.1 Analysis of Strengths for RCH Systems
			7.4.6.2 Analysis of Weaknesses for RCH Systems
			7.4.6.3 Analysis of Opportunities for RCH Systems
			7.4.6.4 Analysis of Threats for RCH Systems
		7.4.7 Market Navigation Principles: PF5 Analysis of RCH and Conventional AC Systems in SSA
		7.4.8 Main Drivers for the RCH Systems Technology
	7.5 RCH Products
		7.5.1 Background of RCH Systems
		7.5.2 Research Trends on RCH Systems
		7.5.3 RCH Systems Function: Description
			7.5.3.1 Cooling and Heating Ceilings
			7.5.3.2 Chilled Beams
			7.5.3.3 TABS (Thermally Active Building Component Systems)
				Concrete Core Activation (CCA)
			7.5.3.4 Conventional AC Systems for Comparison
		7.5.4 RCH Product Features
		7.5.5 Quality Function Deployment for RCH Systems (QFD)
			7.5.5.1 Product Features and Market Drivers QFD
			7.5.5.2 Technology and Product Features QFD
	7.6 RCH Technologies
		7.6.1 Applicable RCH Systems Technology for SSA, the Case for Cooling Ceilings
		7.6.2 Technology Features
	7.7 Resources for RCH Systems Implementation
		7.7.1 Resources and Avenues for R&D
		7.7.2 Criteria for Technology Introduction
		7.7.3 Special Aspects of the Regional SSA Market
		7.7.4 Further Considerations
			7.7.4.1 Environment and Climate Considerations Regarding Buildings
			7.7.4.2 Social and Political Considerations
			7.7.4.3 Infrastructure Considerations
	7.8 Proposed Industry-Technology Roadmap
		7.8.1 The TRM Diagram
		7.8.2 Limitations of TRM for RCH Systems in SSA
	7.9 Conclusion and Recommendation for Further Studies
	Appendix 7.1: Business-Presence Map Outlines for Global RCH Technology and Industry Players
		7.1.1. Emerson Global Presence (Map 7.1)
		7.1.2. Uponor Global Operations (Map 7.2)
		7.1.3. Rehau Global Presence (Map 7.3)
		7.1.4. Viessmann Worldwide Presence (Map 7.4)
		7.1.5. A Generic Technology Roadmap Diagram, Linking Market, Technology, and Product, Resources, and R&D (Phaal et al. 2003)
		7.1.6. Methodical Outline for RCH Systems Implementation in an Unexplored SSA Regional Market
	Appendix 7.2: Market Navigation Principle: SWOT Analysis
		7.2.1 SWOT Analysis Quadrant for RCH Implementation in the SSA Building Industry
		7.3.1. Function of Radiant Cooling Ceilings
		7.3.2. Example Cooling Ceilings Section (Source: Zent-Frenger)
		7.3.3. TABS: Function Principle for a Sample Indoor Space
		7.3.4. Three-Dimensional Concrete Slab Section with TABS (Source: www.uponor.de)
		7.3.5. In-Situ Pipe Laying for Concrete Core Activation (Source: www.uponor.de)
		7.3.6. Simple Air Conditioning Function Flow Diagram (Source: https://www.askewsltd.com)
	Appendix 7.4: Quality Function Deployment (QFD) Relationship Matrices
		7.4.1. The QFD Matrix Structure (Bielsky and Daim 2021)
		7.4.2. Product Features and Market Drivers QFD
		7.4.3. Technology and Product Features QFD
	Bibliography
Chapter 8: Roadmapping of Biogas Production Technology in Sub-Saharan Africa: Waste to Energy
	8.1 Introduction
		8.1.1 Background of Study
		8.1.2 Problem Statement
		8.1.3 Objective of Study
		8.1.4 Outline of Study
	8.2 Literature Review
		8.2.1 Principles of Biogas Technology
		8.2.2 Biogas Development in SSA
		8.2.3 Technology Roadmapping for Strategic Planning in Energy Industry
	8.3 Methodology
		8.3.1 Techniques in Technology Roadmapping
			8.3.1.1 SWOT Analysis
			8.3.1.2 Portal’s Five-Forces (P5F)
			8.3.1.3 Quality Function Deployment (QFD)
		8.3.2 Proposed Method for Biogas Production in SSA
	8.4 Market and Risk Analysis
		8.4.1 SWOT Analysis
			8.4.1.1 SWOT Analysis for Biogas Technology in Ghana
			8.4.1.2 SWOT Analysis for Biogas Technology in South Africa
		8.4.2 Porter’s Five-Forces Analysis
			8.4.2.1 P5F Analysis for Biogas Technology in Ghana
			8.4.2.2 P5F Analysis for Biogas Technology in South Africa
	8.5 Barriers and Drivers of Biogas Technology Implementation in SSA
		8.5.1 Key Barriers
		8.5.2 Business Drivers
			8.5.2.1 Cost
			8.5.2.2 Environmental Protection
			8.5.2.3 Government
			8.5.2.4 Energy Security
			8.5.2.5 Waste Management
			8.5.2.6 Social Setup
	8.6 Products
		8.6.1 Biogas Pathway and its Application in SSA
		8.6.2 Product Features
	8.7 Technologies
		8.7.1 Pretreatment
		8.7.2 Digestion
		8.7.3 Gas Handling and Purification
		8.7.4 Gas Storage and Safety
		8.7.5 Gas Utilisation
		8.7.6 Monitoring and Control Systems
		8.7.7 Technology Features
	8.8 Resources
		8.8.1 Feedstock
		8.8.2 Land
		8.8.3 Favourable Policy and Legislation
		8.8.4 Local and Foreign Investment
		8.8.5 Technical Expertise
		8.8.6 Awareness and Publicity
		8.8.7 Regional Partnership
		8.8.8 Economic and Tariff Incentives
		8.8.9 Research and Development (R&D)
	8.9 Technology Roadmap
		8.9.1 Alignment of the Biogas Technology Roadmap Components
		8.9.2 Limitation of Biogas Technology Roadmap in SSA
	8.10 Conclusion and Further Steps
	References
Chapter 9: Demand Response Technology Roadmap for Electricity Transmission and Distribution in Turkey
	9.1 Introduction
		9.1.1 Demand-Side Energy Management
		9.1.2 Demand-Side Energy Management in Turkey
	9.2 Technology Roadmap
		9.2.1 Demand Response in Electricity Transmission and Distribution
		9.2.2 Demand Response as Nonwires Alternative to Grid Congestion
		9.2.3 Demand Response and Energy Storage
		9.2.4 Demand Response and Mitigation of Constraints in Transmission Technologies
	9.3 Conclusion
	References
Chapter 10: Demand Response in Generation Capacity Planning Technology Roadmap: Turkey’s Quest
	10.1 Introduction
		10.1.1 Demand Response in Generation Capacity Planning
	10.2 Technology Roadmap
	10.3 DR in Generation Capacity Planning Technology Roadmap
		10.3.1 Mitigation of Constraints in Generation
		10.3.2 DR for System Balancing and Flexibility
		10.3.3 Optimal Aggregation and Dispatch
	10.4 Conclusion
	References
Chapter 11: Demand Response in Grid Operations
	11.1 Introduction
	11.2 Technology Roadmap
		11.2.1 DR in Grid Balancing
		11.2.2 Drivers
		11.2.3 Capability Gaps
		11.2.4 Technology Characteristics
		11.2.5 R&D Programs
		11.2.6 DR in Automated Peak Shaving
		11.2.7 Drivers
		11.2.8 Capability Gaps
		11.2.9 Technology Characteristics
		11.2.10 R&D Programs
		11.2.11 DR in Frequency Regulation
		11.2.12 Drivers
		11.2.13 Capability Gaps
		11.2.14 Technology Characteristics
		11.2.15 R&D Programs
	11.3 Conclusions
	References
Chapter 12: Designing a Technology Roadmap Through Demand Response Management in Energy
	12.1 Introduction
		12.1.1 Research Objective
		12.1.2 Literature Review
			12.1.2.1 Building Energy Management System (BEMS)
			12.1.2.2 Home Energy Management Systems (HEMS)
			12.1.2.3 For Legacy Management
	12.2 Technology Roadmap
	12.3 Building Energy Management System
	12.4 Drivers
	12.5 Capability Gaps
	12.6 Technology Characteristics
	12.7 R&D
	12.8 Home Energy Management Systems
	12.9 Drivers
	12.10 Capability Gaps
	12.11 Technology Characteristics
	12.12 R&D
	12.13 For Legacy Process Load: Legacy Management in Energy
	12.14 Drivers
	12.15 Capability Gaps
	12.16 Technology Characteristics
	12.17 R&D
	12.18 Conclusion
	References
Appendices
	1.1 Appendix A Exploring Airbnb
	1.2 Appendix B The AutoFac Technology Roadmap
	1.3 Appendix C EV Energy Storage Technology Roadmap
	1.4 Appendix D Farmers Business Network (FBN)
	1.5 Appendix E Pandemic Passports: Technology Roadmap
	1.6 Appendix F Accelerated Vaccine Production Roadmap
	Appendix G Technology Roadmap for Portland Metro Water Supply Chain