Robert Phaal's research while affiliated with University of Cambridge and other places

Publications (149)

Article
Roadmapping is an established visual mapping method used widely in a variety of organizations. It navigates technology and strategic planning in a structured manner for improved strategy development and decision-making. However, roadmapping implementation can be challenging particularly when initiating in corporate organizations due to the broad ra...
Article
Full-text available
Roadmapping lacks development regarding the application of digital tools. Although roadmapping software is analysed in the literature, it does not address the people-centric characteristics required in workshops. This paper investigates the digitalisation of roadmapping workshops using a psychosocial framework (cogitate, articulate, and communicate...
Article
Full-text available
Overview: Roadmapping is an established and proven approach used globally for supporting technology and strategic planning, thus facilitating innovation. Sustaining the implementation of organizational roadmapping can prove challenging due to its inherently flexible and adaptable nature. We address this issue, reporting an in-depth case study of ro...
Article
The papers in this special section focus on the topic of roadmapping. Roadmapping emerged from industrial practice more than five decades ago, initially to support integrated product-technology strategy and planning, and championed by firms, such as Motorola and Philips. The first sector level application of the method was in 1991 by the U.S. Natio...
Article
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Roadmapping practice and research have evolved together over the past three decades, in response to the changing application context, such as the emergence of cutting-edge technologies and rapid social changes. The widespread adoption and adaptation of (technology) roadmapping has been enabled by its simplicity, flexibility and usefulness, reflecte...
Article
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This article focuses on the implications of digital technologies (DTs) for the technology management (TM) discipline. This article explores DT-induced changes through the lens of the widely used TM framework, where TM is a dynamic capability consisting of activities developing and implementing technologies as a source for competition. The findings...
Article
Roadmapping emerged from industry and has evolved over the decades, through improvements and refinements made by both practitioners and research groups, to become an established and extensively deployed method. Roadmaps are popular in helping to convey and communicate the essence of strategic plans, organizational initiatives, program pathways, and...
Conference Paper
Authors in the roadmapping field have reported that the dependence on experts for the development of roadmaps is a time-consuming and costly task. Data mining techniques have been used as an alternative to complement experts’ knowledge, searching for relevant information on technologies and innovations in diverse sources. However, the focus of thes...
Preprint
Companies today are racing to leverage the latest digital technologies, such as artificial intelligence, blockchain, and cloud computing. However, many companies report that their strategies did not achieve the anticipated business results. This study is the first to apply state of the art NLP models on unstructured data to understand the different...
Article
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Despite several decades of dedicated R&D, fusion, a potentially world-changing energy source, remains decades away from commercialisation. The majority of development thus far has been via publicly-funded programmes led by government laboratories focused on scientific research and in which commercialisation strategy and innovation play a minor role...
Article
Technology roadmapping has an established and proven track record for helping organizations with their strategy, long-term planning, innovation and foresight activities. Technology Forecasting & Social Change has played a leading role in disseminating research on roadmapping and, so, for its 50th anniversary issue, this paper provides a historical...
Article
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Strategic planning is a key mechanism for alignment, integration, and synchronization in the organizational strategic making, especially for large multi-business firms, in avoiding parallel duplicate efforts and improving synergies. The focus is on (technology) roadmapping as it is a simple, flexible, and popular method that covers three core dimen...
Article
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Roadmapping has been addressed as a management approach used to support strategic and innovation planning of organisations over recent decades. This paper introduces a new standpoint for addressing roadmapping through the application of service theories as a way for tackling the demand for the digitalisation of roadmapping. To this end, the concept...
Article
The engineering design process transforms stakeholder needs into design specifications. This study focuses on the engineering design process for systems of products and services known as product-service systems (PSS) and proposes a novel way to analyze PSS ideas by four characteristics: customer perceived value level, connectivity number, type and...
Article
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The research question is ‘How can firms approach synchronization in strategic planning?', aiming to investigate opportunities for improved synchronization within strategic planning. The focus is on roadmapping, as a relatively simple, flexible and widely used method that includes time as an explicit dimension. The adopted methodology is a process a...
Article
Objectives To identify current ‘gaps’ in clinical practice or therapeutic knowledge of the care of neonatal neurointensive care patients and to determine the impact healthcare technologies can have on improving outcomes. Design The Cambridge Institute for Manufacturing’s (IfM) roadmapping methodology. Setting Cambridge, UK. Participants 16 deleg...
Article
In technology-intensive sectors, strategic planning requires relevant and timely information about new/emerging technologies – this is a critical input. Therefore, technology intelligence activities should be directed to capture and deliver pertinent technological information. However, there is a distinct lack of tools for helping organizations to...
Article
When roadmapping is being introduced into an organisation, there are a number of ‘reference’ processes which can be consulted to help ease the barriers to implementation. However, it is critical to recognise that such reference processes offer a baseline design and careful consideration should be given to how they could be adopted for use within a...
Article
Aligning technology and other functional perspectives for innovation and strategy is challenging. This is compounded by communication barriers arising from high levels of complexity, uncertainty and ambiguity associated with technologically intensive innovation. Conceptual frameworks, tools and methods such as roadmapping, portfolio matrices and sc...
Article
Full-text available
Radically innovative products and services are frequently developed and commercialized by new ventures. In this context, entrepreneurs may face the challenge of coordinating a complex network of actors in the presence of individual and collective uncertainties. Previous literature on entrepreneurship has focused on how entrepreneurs manage individu...
Article
When roadmapping is being introduced into an organisation, there are a number of ‘reference’ processes which can be consulted to help ease the barriers to implementation. However, it is critical to recognise that such reference processes offer a baseline design and careful consideration should be given to how they could be adopted for use within a...
Article
Introduction Acquired brain injury (ABI) is a major cause of morbidity and mortality in childhood. Specialist rehabilitation services are often situated far from families and local services may be non-standardised and fragmented. A strategic level of understanding is needed to improve patient care and outcomes. Roadmapping techniques are commonly u...
Article
Full-text available
Introduction Acquired brain injury (ABI) is a major cause of morbidity and mortality in childhood. Specialist rehabilitation services are often situated far from families and local services may be non-standardised and fragmented. A strategic level of understanding is needed to improve patient care and outcomes. Roadmapping techniques are commonly u...
Article
2017 Inderscience Enterprises Ltd. Roadmapping is an established and popular method for strategic planning. Its strength is often characterised in terms of the visual way in which it can embody future plans and present pathways to realising an organisation's vision. However, although a roadmap is a visual management tool, the visual aspects from a...
Article
Radically innovative products and services are frequently developed and commercialized by new ventures. In this context, entrepreneurs may face the challenge of coordinating a complex network of actors in the presence of individual and collective uncertainties. Previous literature on entrepreneurship has focused on how entrepreneurs manage individu...
Article
Roadmapping is an established and popular method for strategic planning. Its strength is often characterised in terms of the visual way in which it can embody future plans and present pathways to realising an organisation's vision. However, although a roadmap is a visual management tool, the visual aspects from a graphic design perspective have bee...
Conference Paper
The importance of translating research into practice is well established. Research has shown that management consultancies and other intermediaries provide a key mechanism to disseminate academic knowledge to industry. This paper presents a process for, and lessons learned from, translating a research output into a business improvement tool.
Article
This paper is aimed at current and future managers in the field of technology management (TM), and those who train and educate them. After briefly describing TM as a management discipline, the potential challenges likely to rise in the field are introduced according to three processes given in the TM framework: innovation, operation and strategy. T...
Technical Report
Full-text available
Many innovation approaches have been developed, addressing innovation challenges to a greater or lesser extent. However, the subject remains highly fragmented in terms of frameworks, models, methods, techniques and tools, which makes the job of practitioners a difficult one. A ‘universal’ framework is envisioned, which can address innovation challe...
Conference Paper
Full-text available
Given an understanding of factors that drive change in a firm's external environment is an important element of strategy development, some form of environmental scan to identify factors tends to be included. This paper presents findings from an analysis of environmental scans conducted by 76 manufacturing firms. Firm's senior decision makers brains...
Conference Paper
Aligning technology and other functional perspectives for innovation and strategy is challenging. This is compounded by communication barriers arising from high levels of complexity, uncertainty and ambiguity associated with technologically intensive innovation. Conceptual frameworks, tools and methods such as roadmapping, portfolio matrices and sc...
Article
OVERVIEW: Because they are highly visual, roadmaps can be a strong enabler of communication between different stakeholder groups and across organizations. However, the visual design of roadmaps has been largely overlooked, with little attention given to their graphic design, undermining their value as communication tools. A design-driven approach t...
Article
Today's fast-paced, dynamic environments mean that for organizations to keep “ahead of the game”, engineering managers need to maximize current opportunities and avoid repeating past mistakes. This article describes the development study of a collaborative strategic management tool - the Experience Scan - to capture past experience and apply learni...
Article
Roadmapping has become one of the most widely used approaches for supporting innovation and strategy, at both firm and sector levels. A key benefit is the communication associated with the development and dissemination of roadmaps, particularly for aligning technology and commercial perspectives. This article presents a workshop-based method for su...
Article
Successful innovation requires effective communication within and between technical and nontechnical communities, which can be challenging due to different educational backgrounds, experience, perceptions, and attitudes. Roadmapping has emerged as a method that can enable effective dialogue between these groups, and the way in which information is...
Conference Paper
Full-text available
A Strategy Process for Early Stage Ventures was developed as a 'light touch' workshop process to give early-stage ventures a quick way to improve their strategy and as a consequence, business resilience and sustainability. It consists of five tools to use sequentially: idea definition; idea prioritisation and selecting; value mapping; eco-ideation...
Article
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This paper describes the conditions that influence technology acquisition through collaboration. From the analysis of semi-structured interviews and 11 case studies, we developed a technology acquisition framework that stresses the supplier involvement in the process and the factors that influence the outcomes. On the basis of this framework, we pr...
Article
Since the 1970s, marketing and innovation management communities have been investigating how to incorporate customer-desired functions into new product and service designs. These wide-ranging enquiries have shed light on the impact of lead-user engagement in new product development, demonstrated ways to examine service production and delivery, such...
Article
In spite of the significance of uncertainty and risk in strategy, there is still a general lack of attention to their explicit consideration in strategic planning processes. This lack of attention is also obvious in roadmapping in its application to strategic and innovation planning. This paper introduces and explores the concept of risk-aware road...
Conference Paper
Full-text available
Academics have long been interested in understanding the nature of management tools such as roadmapping or scenario planning and to derive guidance on how they should be used. A typical approach to this challenge has been proposing rules and classifications to select and configure management tools. However, none of those proposed so far has been un...
Article
Decision making at the front end of innovation is critical for the success of companies. This paper presents a method, called decision making based on knowledge (DeBK), which was created to analyze the decision-making process at the front end. The method evaluates the knowledge of project information and the importance of decision criteria, compili...
Article
Strategic planning can be an arduous and complex task; and, once a plan has been devised, it is often quite a challenge to effectively communicate the principal missions and key priorities to the array of different stakeholders. The communication challenge can be addressed through the application of a clearly and concisely designed visualisation of...
Article
When considering the potential uptake and utilization of technology management tools by industry, it must be recognized that companies face the difficult challenges of selecting, adopting and integrating individual tools into a toolkit that must be implemented within their current organizational processes and systems. This situation is compounded b...
Article
Technological investment is a key driver of innovation and the evaluation of technology potential is becoming increasingly important in this context. There is a range of approaches and tools for developing an understanding of the value of technology. However the process of communicating this potential to possible customers is not well documented in...
Article
Within strategic technology management and innovation, often stakeholders extrapolate past industry dynamics, trends and patterns into the future. One frequently used concept is that of ‘lifecycles’ — an analogy of a sequence of stages encountered by living organisms. Lifecycle terms – such as technology, product, industry – are frequently used int...
Article
The number of elderly people in Japan is growing, which raises the issue of dementia, as the probability of becoming cognitively impaired increases with age. There is an increasing need for caregivers, who are well-trained, experienced and can pay special attention to the needs of people with dementia. Technology can play an important role in helpi...
Chapter
Collaboration has become a recurrent practice in business to acquire technology; however, it can be a risky option when the factors that may affect the outcomes are unknown. A large number of papers have explored the impact of different factors on the performance of technology acquisitions and collaborations, but no framework has been proposed that...
Article
Firms and other organizations use Technology Roadmapping (TRM) extensively as a framework for supporting research and development of future technologies and products that could sustain a competitive advantage. While the importance of technology strategy has received more attention in recent years, few research studies have examined how roadmapping...
Article
TRIZ (the theory of inventive problem solving) has been promoted by several enthusiasts as a systematic methodology or toolkit that provides a logical approach to developing creativity for innovation and inventive problem solving.The methodology, which emerged from Russia in the 1960s, has spread to over 35 countries across the world. It is now bei...
Article
Full-text available
This publication contains reprint articles for which IEEE does not hold copyright. Full text is not available on IEEE Xplore for these articles.
Chapter
Technology is a key resource in many firms, as a basis for generating competitive advantage, and as an enabler for many activities. Technology management frameworks, processes and tools provide the means through which this valuable resource can be managed to ensure that technological investments are aligned with business goals and systems. In this...
Conference Paper
This paper presents the findings from four case studies on stakeholder engagement in new health information and communication technology (ICT) product-service system (PSS) development. The degree of connectivity between the new health ICT PSS and its intended operating environment has emerged to be an important contextual factor that may impact the...
Chapter
Roadmaps support strategic alignment through the creation and use of structured visual representation of the various perspectives needed for successful business and innovation. The process of roadmapping is crucial to achieving this goal, as a means of involving the various stakeholders. Workshops often form a key element of the roadmapping process...
Chapter
Government policy documents such as white/command papers embody a country’s future vision for its public services (e.g. defence, energy, health, transport). It is then the task of specific government departments/agencies to realise such visions through their strategic planning activities. To aid departments in their crafting of responses to newly i...
Chapter
Exploratory roadmaps are created to enhance future outlook. This is typically a process of exploring and expanding the options available to investigate a strategic area. This paper outlines how a standardised exploratory roadmapping process can be applied to capture and structure insights from across supply chains and to develop future views of the...
Conference Paper
Full-text available
This paper presents a preliminary product-service system (PSS) classification framework, which challenges the existing schemes that have not distinguished services from intangible products. Two recently completed cases in the health information and communications technology sector have revealed new dimensions for PSS classification from the perspec...
Article
This research proposes a method for extracting technology intelligence (TI) systematically from a large set of document data. To do this, the internal and external sources in the form of documents, which might be valuable for TI, are first identified. Then the existing techniques and software systems applicable to document analysis are examined. Fi...
Article
OVERVIEW: The importance of the chief technology officer role is widely accepted, particularly in today’s turbulent, global conditions. However, not enough is known about the key activities of CTOs or the factors that influence their priorities. Thirty in-depth interviews conducted with the CTOs in global firms identified key activities: aligning t...
Article
Many strategic technology management methods and tools have been proposed and deployed by academics and practitioners. Each approach, with its advantages and disadvantages, provides a particular perspective for supporting understanding, analysis, decision and action. Many approaches overlap in function, the interfaces with other methods are not cle...
Article
Full-text available
This paper describes and reflects on the development and application of the Expert Scan, a semi-structured visual mapping process, which can be used to record historical interview-based accounts of industrial, organisational and technological change. The process has been applied and refined through 13 interviews with experienced professionals in co...
Article
OVERVIEW: Strategy development for early-stage technology and innovation is challenging, with a need to maintain flexibility in the face of high levels of technical and commercial uncertainty. There is a demand for lightweight, agile methods that can support strategic dialogue at this stage, particularly between business functions and collaborating...
Article
In recent years, many industrial firms have been able to use roadmapping as an effective process methodology for projecting future technology and for coordinating technology planning and strategy. Firms potentially realize a number of benefits in deploying technology roadmapping (TRM) processes. Roadmaps provide information identifying which new te...
Conference Paper
A growing number of people are now entering the 'elderly' age category in Japan; this raises the likelihood of more persons with dementia, as the probability of becoming cognitively impaired increases with age. There is an increasing need for caregivers who are well trained and experienced and who can pay special attention to the needs of people wi...
Conference Paper
Decision-making at the front-end of innovation is critical for the success of companies. This paper presents a simple visual method, called DMCA (Decision-Making Criteria Assessment), which was created to clarify and improve decision-making at the front-end of innovation. The method maps the uncertainty of project information and importance of deci...
Conference Paper
The need to develop systems that comprise medical equipment and services to improve healthcare service efficiency and availability has become a pertinent concern in developed countries; as governments continue to focus on controlling healthcare expenditure. This research intends to explore value co-creation with multiple stakeholders at early stage...
Article
Roadmapping has gained acceptance by technology management practitioners as a key tool in planning and strategy development. Technology roadmapping workshops are essentially a socially facilitated mechanism that solicits a diverse group of participants for their pool of experience and expertise in order to explore the opportunities and challenges f...
Article
For many years now, firms have managed their research and development (R&D) by applying various approaches drawn from the discipline of technology roadmapping (TRM). The underlying rationale of these roadmapping approaches is to align firms' product and technology developments with their business goals. By visually representing firms' technology st...
Article
This paper focuses on document data, one of the most significant sources for technology intelligence. To help organisations use their knowledge in documents effectively, this research aims to identify what organisations really want from documents and what might be possible to obtain from them. The research involves a literature review, a series of...
Chapter
Technology insertion provides the means to proactively sustain and enhance the functionality and associated performance levels of legacy product platforms. It aims to deliver in-service technological innovations in response to the need for new capabilities that address emerging threats, obsolescence concerns and affordability issues. Platform moder...
Article
Full-text available
The industrial landscape is becoming increasingly complex and dynamic, with innovative technologies stimulating the emergence of new applications, business models and industries. This paper presents a framework for mapping science and technology-based industrial emergence, in order to better understand the nature and characteristics of such phenome...