The first The best MOT RBD Standard Methodology

• The first • The best 기술경영과 표준연구방법론 ( MOT & R&BD Standard Methodology ) 신동엽 Alpha Solution Consulting 대표 nihs 1962@naver. com / nihs 1962@gmail. com 02 -921 -0015 / 010 -3363 -1100 MOT : Management of Technology [HT] R&BD : Research and Business Development Alpha Solution Consulting 1 R&BD Standard Methodology

다부처 R&BD사업의 개념 및 체계(안) : • Tax 정책 핵심개념 고려대 산학단 / ASC I. Invention and/to Innovation II. Bridging 제 6회 국과위 2011 -07 -21 : 다부처 공동기획사업 선행기획 연구결과 및 향후 추진방향 Alpha Solution Consulting 4 R&BD Standard Methodology

Invention and/to Innovation Creating IP Assets Turning IP Assets into Value Knowledge of External Drivers and Dynamics • Technology Intelligence • Benchmarking • Scenarios • Market Research • Competitive • Technology Intelligence • SWOT Analysis • Benchmarking Analysis Intellectual Property Management R&D Project Management Project Execution Closeout Technology and Intellectual Property Project Management Ideation Technology Project Technology Budgeting Portfolio Acquisition and Resource Planning Selection Strategy Allocation Project Initiation • Competitive Analysis • SWOT Analysis • Market Research Technology Planning Business Vision and Strategy • Scenarios Technology IP Valuation Portfolio Planning Technology Budgeting Commercialzn & Resource Strategy Allocation Value Creation and Management Technology Licensing Venture Creation Internal Use Sell, M&A, JV, Alliance Infrastructure: Organization, Resources, Processes • Management Diagnostic • IT & Knowledge Management • Management Diagnostic • Business Plan and Model • Structure and Teaming • Cycle-Time Management • Structure and Teaming • Venture Financing • External Network Management • HR Management • External Expert Management • Profit Sharing Model Technology Management IP Management Return on Investment Commercialization Management Alpha Solution Consulting 5 R&BD Standard Methodology

국가정책방향 : R&D – IP – Standard 과의 연계 Government R&D Program BD R& R&D u MD (Managing Director) • R&D Program(사업) d Government u. CP (Creative Planner) • ICT R&D Program(사업) • ICT R&D Project(과제) • The first • The best IP nda r 정책 Intellectual Property Right • Patent Sta • Tax • International Standard • National Standard • Paper u PD (Program Director) • R&D Project(과제) u 표준PD l 표준 Coordinator u PM (Project Manager) l 특허관리 Coordinator Alpha Solution Consulting 7 R&BD Standard Methodology

The 4 G R&D Innovation (R&BD) Dominant Design • The first • The best 4 G R&D External Internal Value 시장을 통합한 가치창출형 연구개발 R&BD ‘T shaped function of R&D’, Dominant Designs, Capability & Architecture Spiral Process, New type of labs – Innovation labs, Application labs Government R&D Program 정책 전략 • Industry R&D Government R&D Institute • Industry R&D lab Government R&D lab University 3 G R&D 정책과 전략을 통합한 연구개발 Technology portfolio, Roadmaps, Impact, Lifecycles 2 G R&D 체계적 프로젝트 관리를 통한 연구개발 Product Development, Project & Teams, Stage-Gate process 1 G R&D 연구자 중심의 연구개발 bottom up, Technology labs Innovator • Academia Alpha Solution Consulting 10 R&BD Standard Methodology

Broader Functional Scope for R&BD Dominant Design 시장을 통합한 가치창출형 연구개발 External 2. Business Architecture Internal External 1. Market Architecture 3. Technology Architecture E M 1. Environment 2. Market C 3. Competitor • Market Size Boundary Internal R&BD Capability 1. Knowledge 2. Technology 3. Tools 4. Process S 4. Strategy B 5. Business P 6. Product T 7. Technology R • Revenue • Profit Rate System / Process Project 8. Resource • Budget • R&D Fund Alpha Solution Consulting 11 R&BD Standard Methodology

The 4 G Strategic Planning (S-Plan) : 5 Step 1 환경분석 2 전략수립 Environment E E • Internal Competency Strategy Business Plan B Product P Product Line-up Plan P Technology T Technology Acquisition Plan T Resource R Resource Plan R g B a p p in Business S Ro a dm • External Opportunity Boundary 1. Environment Roadmap M C 5 위험관리 4 로드맵작성 M Market Competitor 3 계획수립 2. Market Roadmap C 3. Competitor Roadmap Boundary S 1. Strategy Roadmap I II III Future B 2. Business Roadmap P 3. Product Roadmap T 4. Technology Roadmap R 5. Resource Roadmap Alpha Solution Consulting 12 R&BD Standard Methodology

The 4 G Strategic Roadmap A Roadmap links the future to present, and resources to our vision The 4 G Strategic Roadmap ( To-Be ) 미래상 • The first • The best The 3 G Technology Roadmap (As-Is) 도입시나리오 Technology Roadmap Strategic Roadmap A 4 size constraint Alpha Solution Consulting 13 R&BD Standard Methodology

Right People : R&BD Innovator Innovation : Introduction Something New Height Value 무공 Width Expert 내공 Depth ¢ Capability level of R&BD Expert University Expert-I Researcher Project Leader Program Manager Innovator Expert-III Expert-IV Expert-V 4 type Academy Government R&D Venture Industry Student Professor Alpha Solution Consulting 14 R&BD Standard Methodology

Right People : R&BD Innovator ¢ Capability level of R&BD Expert University Expert-I Researcher Project Leader Program Manager Innovator Expert-III Expert-IV Expert-V Student Professor Coordinator Facilitator Coach Mentor Counselor Instructor Trainer Consultant How to use R&BD Tools. 1. Prepare tools for converging 2. Put my knowledge first. 3. Open my knowledge to others 4. Put knowledge together • Coordinator 5. Share deliverables each other Alpha Solution Consulting 15 R&BD Standard Methodology

S-I-C Relationship for Win-Win S : Sponsor I : Innovator (University, Government R&D, Venture, Industry) C : Customer • 일자리 창출 • Industry • Venture • Dominant IPR • 인력 배출 (100 K Innovator) • 논문 TLO Win Win Technology Transfer • 매출 / 이익 Product / Service Innovator R&D Fund • Government R&D • University Sustainable ? Sponsor Customer Tax Government R&D Program • Government R&D Fund • 산학기술지주회사 • Investment Company Not enough for Win-Win • Stockholder Alpha Solution Consulting 17 R&BD Standard Methodology

S-I-C Relationship for Win-Win : 11 Players S : Sponsor I : Innovator (University, Government R&D, Venture, Industry) C : Customer TLO • 기술이전조직 • 산학기술지주회사 Venture Capital Investment Company Alpha Solution Consulting 18 R&BD Standard Methodology

S-I-C Relationship for Win-Win : Wants n I have money and want something having functions enough to be used for various purposes in various ways. n I will pay money to someone as much as value it have. - moderate not excessive Customer n I want someone to offer it most opportune. n But I don’t care ‘whoever’, ‘whatever’, ’however’, that’s my choice. Innovator : 4 type University R&D Government R&D Venture Industry • R&D Fund • • • Service • Information • Knowledge University R&D Government R&D Institute • Technology • Knowledge Tax Industry Venture Technology Transfer Intellectual Properties and Standard n I am looking for someone else to make more profit to me. R&D TLO Sponsor Government Product Service Information Knowledge Value • System(s) • Process • Technology • Knowledge Intellectual Properties & Standard Sponsor Stockholder Others : 4 type Alliance Competitor Latent Competitor Substitute Alpha Solution Consulting 19 R&BD Standard Methodology

S-I-C Relationship for Win-Win : TLO (Technology Licensing Office) as a Matchmaker • Product • Service • Information • Knowledge 2 G Technological Innovation University R&D • Technology • Knowledge Customer Value Industry Venture Government R&D Institute • Technology • Knowledge R&D TLO Technology Transfer • System(s) • Process • Technology • Knowledge Standard Intellectual Properties • R&D Fund Sponsor Tax Government n I am looking for someone else to make more profit to me. Sponsor Stockholder Venture Capital Investment Company Alpha Solution Consulting 20 R&BD Standard Methodology

How to apply R&BD in current organization 2008 -07 -01 ~ • LCD TV / LED TV Sponsor • LCD Monitor/TV • PDP TV Stockholder • CRT TV Technology Product & Service • • • Service • Information • Knowledge Sponsor Government University R&D • Technology • Knowledge Product Service Information Knowledge Customer Industry Venture Value R&D Government R&D Institute TLO • Technology • Knowledge Technology Transfer • System • Process • Technology • Knowledge Standard Intellectual Properties Alpha Solution Consulting 21 R&BD Standard Methodology

How to apply R&BD in current organization Technology Product & Service • • • Service • Information • Knowledge Sponsor Government University R&D • Technology • Knowledge Product Service Information Knowledge Customer Industry Venture Value R&D Government R&D Institute TLO • Technology • Knowledge Technology Transfer • System • Process • Technology • Knowledge Standard Intellectual Properties Alpha Solution Consulting 22 R&BD Standard Methodology

S-I-C Relationship for Win-Win : S-I-C Matrix Who What Why S-I-C Matrix for ‘Identify Requirement’ Alpha Solution Consulting 23 R&BD Standard Methodology

고객가치 이해 : 5 W 2 H Customer Innovator Buy Something New Customer When Where Why 5 W 2 H How much? Who How What How 5 W 2 H How much? Why Where When Innovator Create Something New Alpha Solution Consulting 24 R&BD Standard Methodology

Key Success Factor for Win-+Win : Balance Industry (R&BD) • Sponsor Investment § Stakeholder Profit § Government 2. 고객관점 무한성장 1. 재무관점 • Customer • Tax Balanced Scorecard (BSC) 1. 재무관점 Revenue Value • Product • Service • Technology • Knowledge 무한애정 무한무공 Consulting 무한내공 Training § Consumer(Bto. C) § Industry(Bto. B) § Government § Defense Benefit 4. 학습과 성장 프로젝트 수행 리더십 학습/교육이수 무공 내공 성과 인프라 / 제도 (평가/보상) Result • Patent / IP • Standard 3. 내부프로세스 Process Innovation (PI) 2. 고객관점 3. 내부프로세스 4. 학습과 성장 Right Result is Value creation Alpha Solution Consulting 26 R&BD Standard Methodology

III. R&BD Standard Methodology • The first • The best Right Content 미래상 Right Container • Deliverables Alpha Solution Consulting 27 R&BD Standard Methodology

¢ New broader Project Scope of R&BD STP SWOT Matrix • Target Segment Environment Market Competitor Strategic Planning Strategy Tree Customer • VOB VOC Tree • VOC • VOT Technology Analysis Patent Analysis • Customer Requirement QFD-1 TRIZ • CFT members idea • Functional System Requirement ( Performance ) Concept Matrix • Alternative Concept Engineering Pugh Matrix • Most Promising Concept Patent Map System Engineering System § Patent STP: Segmentation-Targeting-Positioning SR: Strategic Roadmap TT: Technology Tree QFD: Quality Function Deployment § CFR: Critical Functional Response § CTF: Critical To Function § CAP: Critical Adjustable Parameter TT Scorecard-1 QFD-2 Scorecard-2 • System & Subsystem CFR/CAP QFD-3 • Component Design Specification Scorecard-3 • Component CTF/CAP QFD-4 • Material Design Specification Scorecard-4 • Material CTF/CAP Process Brain Storming SR Technology Trend Analysis • System Design Specification § § Internal Competency Analysis Design Project & Risk Management E-M-C Analysis Process Engineering Alpha Solution Consulting 28 R&BD Standard Methodology

ASC’s Approach : R&BD Standard Methodology Project Planning Methodology 5 Fundamentals 1. 2. 3. 4. • Knowledge • Technology Tree / Patent Map Strategy Planning Strategic Roadmap Project & Risk Management Project Execution Methodology R&BD Project Scope 1. Concept Matrix-Pugh Matrix Content 2. 3. 4. 5. 6. 7. 8. 5 Basic Structures • Tool • Process TRIZ QFD SBS-BOM Scorecard Process Map C&E Matrix / X-Y Matrix FMEA & Control Plan 9. Statistical Analysis / MC Simulation 10. Hypothesis 11. Capability Analysis & Scorecard 12. DOE / RSM 13. Mixture DOE 14. Taguchi DOE 15. Correlation / Regression l Roadmap l Tree l Flow down/up l Diagram l Matrix Container Alpha Solution Consulting 29 R&BD Standard Methodology

5 Fundamentals of R&BD : Content 1. Capability 2. Function • Capability • Performance • Quality level (Sigma level) • Scorecard • Breakdown – Integration 3. Concept • Generation – Selection • Segmentation – Targeting 4. System • Breakdown – Integration 5. Process • Roadmap • Process map • Stage-Gate process • Spiral process • Flow & Order( ) • 5 Whys( ) • Function-Technology tree • Technology-Function tree • Technology-Expert matrix • Concept matrix • Pugh matrix Intangible • Alternative Technology • Architecture / Structure - Component - Interface • System Breakdown Structure • Bill Of Materials (BOM) • Work Breakdown Structure Tangible Alpha Solution Consulting 30 R&BD Standard Methodology

Case Study : Project & Risk Management Capability As-Is To-Be NTI NPI start Define Process S 1 2 of Failure Probability Planning High Low 5 5 15 25 3 3 9 15 1 1 3 5 3 F 4 Execution Project Planning , Execution & Evaluation (Stage-Gate Process) 45 Risk Management 40 35 & Tracking 30 Low High Impact of Failure • NPI: New Product Introduction • NTI: New Technology Introduction Scorecard Finish 25 20 15 k ris 10 5 0 01/98 02/98 03/98 04/98 05/98 06/98 07/98 08/98 09/98 10/98 11/98 12/98 01/99 02/99 03/99 04/99 05/99 06/99 Alpha Solution Consulting 31 R&BD Standard Methodology

Stage-Gate Process for Project Management Define S Process 1 2 Planning 3 Execution 4 Project Planning, F Execution & Evaluation (Stage-Gate Process) Government R&D Program Stage Gate Go Evaluation Scorecard (재검토) (재)작성 제 안 심의 Stop pre-review Gate keeper 계획서 (Proposal) 발표자료 (Proposal) • Project Summary • Project Check List • Proposal • Project Check List • Evaluation basis • Evaluation Scorecard Alpha Solution Consulting 32 R&BD Standard Methodology

Project Evaluation : Gate Review § Training § 하는 방법 1 2 Planning 3 F 4 Execution 계획서 (Proposal) 발표자료 (Proposal) §할일 Project Planning, Execution & Evaluation (Stage-Gate Process) 보고서 (Report) § 이렇게 하였습니다. Check List Scorecard § Customer § Sponsor § 이렇게 하였습니까? § 할 일이 다 되었는가? § 할 일이 준비되었는가? Evaluation Scorecard 발표자료 (Report) §한일 § 이렇게 하겠습니다. Check List § 이렇게 하는 겁니다. § 이렇게 하십시오. • Tool • Template S Define § Innovator Project Leader Fair Process § 얼마나 잘 됐는가? Evaluation Scorecard § 얼마나 잘 됐는가? Alpha Solution Consulting 33 R&BD Standard Methodology

Project Evaluation : Check List / Scorecard • Project Check List • Evaluation basis • Evaluation Scorecard § 할 일이 준비되었는가? §할일 § 얼마나 잘 됐는가? [별첨] 사전기획단계 프로세스 및 기획항목 Alpha Solution Consulting 34 R&BD Standard Methodology

Project Evaluation : Check List / Scorecard • Project Check List • Evaluation basis • Evaluation Scorecard 1 환경분석 2 전략수립 3 계획수립 § 할 일이 준비되었는가? §할일 § 얼마나 잘 됐는가? [별첨] 기획단계 프로세스 및 기획항목 (중장기전략계획 수립) Alpha Solution Consulting 35 R&BD Standard Methodology

Alpha Solution Consulting M H S Alpha Solution Consulting Y Anyone can come. Learning and laughter. Preach ‘The way we live. ’ Helping one another. Ask anything. J K 신동엽 ASC 대표/컨설턴트 nihs 1962@naver. com nihs 1962@alphasolution. co. kr Mobile: 010 -3363 -1100 Tel: 02 -921 -0015 삼성경제연구소 > 포럼 > R&BD Standard Methodology http: //www. alphasolution. co. kr 서울시 성북구 안암동 고려대학교 자연대캠퍼스 산학관 611 -4호(136 -713) http: //www. seri. org/forum/dfssfortechnical/ Alpha Solution Consulting 36 R&BD Standard Methodology