ESPRIT
Programme 7.1
Technologies for Business Processes
Best Business Practice Pilots
ELEKTRA - ELectrical Enterprise Knowledge for TRansforming
Applications
Project No. 22927
Objectives
The ELEKTRA project mainly aimed at tailoring and applying the EKD
method to change management problems within Public
Power Corporation (PPC) of Greece and Vattenfall
AB of Sweden and to generalise best business practices for dissemination
and application to other companies in the ESI sector.
To this end, the project aimed to meet the following objectives:
-
provide alternative strategies for restructuring the PPC distribution area
in an effort to achieve a more customer oriented focus for the business,
-
support the capture, maintenance and updating of Vattenfall’s organisational
knowledge regarding core competencies within a transformed set of business
processes and more specifically to design a strategic Human Resource Planning
model,
-
discover generalised patterns of change management for re-using them in
similar settings in other electricity supply companies,
-
disseminate the experiences and knowledge from ELEKTRA to other ESI companies
through the development of a “consultancy toolset” for change management
in the ESI sector.
From this point of view, ELEKTRA was not primarily focusing on reforming
work itself, neither suggesting any particular re-engineering scheme. Instead,
it was targeted to managing change problems in a pilot level by arming
user companies in the ESI sector with appropriate modelling mechanisms,
so that change agents can make informed opinions about the most appropriate
route to reform and restructuring.
A brief overview of the approach to meeting objectives
Tackling the problems involved due to the complexity of operations in
the utilities and aiming to arrive at implementable results the following
activities were involved :
-
define the current state of the business processes,
-
define the objectives for change,
-
determine alternative scenaria for change,
-
provide a rational, evaluative way for choosing from alternatives,
-
discover generalised patterns of change management for re-using them in
similar settings,
-
help improve organisational learning.
This work has been carried out within a project definition phase ELKD
partly funded by the EU and partly funded by the proposers of the ELEKTRA
project. The proposers are: two user companies (PPC and Vattenfall); one
IT integrator company (SINGULAR);
one IT consulting company (KPA); and
the three developers of the EKD-CMM method (UMIST,
KTH and University
PARIS1).
The official ELEKTRA web site is located at :
http://www.singular.gr/elektra/default.htm
Achieved results
As stated by the reviewers during the final review, the consortium achieved
its objectives. The results of the project are the following :
Industrial results
-
A set of models documenting the processes of the PPC Distribution and of
the Vattenfall Human Resource Management,
-
A set of evaluated change management scenaria for both PPC and Vattenfall,
-
An evaluated patterns library dedicated to the management of change within
the ESI sector and
-
A consultancy toolset for constructing the models, the scenaria and accessing
the pattern library.
Scientific results
-
A Change Management Method (EKD-CMM) defined as an extension of EKD,
-
An Electronic Guide Book that provides effective guidelines for applying
EKD-CMM,
-
A pattern language for the description of best business practices for change
management in the ESI sector, and
-
A pattern definition method.
Contribution from the C.R.I., University
of Paris 1
During the first period of the project, the University of Paris 1 has contributed
to :
(a) the training of the user companies to the EKD method and
(b) the definition of a set of EKD models describing the current state
of the PPC distribution (see the ATHENA deliverable).
During the second period, the University of Paris 1 has been driving
sessions of co-operative work for :
(a) defining PPC requirements for change,
(b) generating a set of alternative scenaria implementing these requirements
(see the DEMETRA deliverable) and,
(c) evaluating the alternative scenaria (see the ERMES deliverable).
During the last period of the project, the University Paris 1 has led
several meetings with PPC for the definition and the validation of the
ESI knowledge base that includes a set of patterns dedicated to the management
of change in the Distribution (see the MOLIERE and NEWTON deliverables).
The patterns evaluation has been performed by several domain experts, they
were asked to grade each pattern according to a set of criteria and associated
metrics.
The scientific work carried out during the ELEKTRA project was performed
in a close collaboration between the three Universities. However, the University
of Paris 1 played a key role in the following activities :
1- During the project, an important need was felt for guiding the application
of the EKD-CMM. To this end, University of Paris 1 has proposed a conceptual
framework for representing method engineering knowledge [Rolland 1999a,
Rolland 2000a]. This work led to the definition of a Web based tool, the
Electronic Guide Book, that is currently accessible (02/2000) at :
http://crinfo.univ-paris1.fr/EKD-CMMRoadMap/index.html
This tool, developed by the University of Paris 1, provides a set of
structured guidelines for organising the use of the EKD-CMM [Barrios 1999,
Nurcan 1999a, Nurcan 1999b].
2- Based on the analysis of the current state of a company and the requirements
and goals for change, a set of alternative scenaria were defined for each
user company. To this end, the consortium used the “Goal Deployment
approach” defined by the University of Paris 1 [Nurcan 1999a]. This approach
proposes a systematic way for generating alternative scenaria for change
based on the study of the impacts of the requirements for change on the
current goals and processes of the company.
3- In order to disseminate the experiences and knowledge from ELEKTRA
to other ESI companies, a pattern approach has been selected. The University
of Paris 1 has proposed a pattern language dedicated to the management
of change [Rolland 1998d, Rolland 1999b] that has been used for the definition
of the ESI knowledge base. Along with the pattern language, a pattern definition
method has also been defined aiming at organising the discovery and successive
refinement of the patterns [Rolland 2000b].
Top of the page
The Consortium
-
Public Power Corporation (P.P.C.),
Greece
-
Vattenfall AB, Sweden
-
Singular S.A., Greece
-
Syslab,
Department of Computer and Systems Sciences,
KTH, Sweden
-
UMIST, Manchester,
UK
-
Centre
de Recherche en Informatique (CRI), University of Paris 1 - Sorbonne
-
KPA, Israel
The entire ethos of the project is user led. The leading role of PPC and
Vattenfall ensure that the approach to be followed, in technical as well
as management terms, will be dedicated to meeting the needs of the two
companies specifically and the ESI sector generally. The collaboration
of PPC and Vattenfall is critical to the success of this project since
they both bring problems, needs and competencies that are complementary
to each other. SINGULAR provides the IT and consultancy infrastructure
which will facilitate more timely exploitation of the project results.
The three associated partners, UMIST, KTH and PARIS 1, as the developers
of the structured method to change management, are responsible for transferring
this technology to the participating companies and tailoring the approach
to the ESI sector.
Top of the page
Staff (C.R.I., University Paris 1)
Colette
Rolland
Georges
Grosz
Selmin
Nurcan
Farida
Semmak
Judith
Barrios
Christophe
Gnaho
Documents produced by CRI, University of Paris 1 - Sorbonne
-
[Barrios 1999] J. Barrios, C. Gnaho, G. Grosz "An electronic
EKD Method Guide over the Web", in the Proceedings of the Eight International
Conference on Information Systems Development, Boise, Idaho, USA, 11-13
August 1999.
-
[Rolland 1999a] C. Rolland, S. Nurcan, G. Grosz (1999) "Enterprise
Knowledge Development: the process view", Information and Management
Journal, Elsevier 36(3), p.165-184.
-
[Rolland 1999b] N. Prekas, P. Loucopoulos, C. Rolland, G. Grosz,
F. Semmak, D. Brash "Developping patterns as a mechanism for assisting
the management of knowledge in the context of conducting organisational
change", Proceedings of the DEXA'99 conference, Florence, Italy, August
1999, p. 110-122.
-
[Rolland 2000a] C. Rolland, S. Nurcan, G. Grosz "A Decision
Making Pattern for Guiding the Enterprise Knowledge Development Process",
Journal of Information and Software Technology, Elsevier, 42(2000), p.
313-331.
-
[Rolland 2000b] C. Rolland, J. Stirna, N. Prekas, P. Loucopoulos,
G. Grosz “Evaluating a Pattern Approach as an Aid for the Development
of Organisational Knowledge : An Empirical Study", Accepted paper,
to appear in the proceeding of the CAISE 2000 conference, Stockholm, Sweden,
May 2000.
-
[Nurcan 1999a] S. Nurcan, J. Barrios, G. Grosz, C. Rolland (1999)
"Change process modelling using the EKD - Change Management Method",
in Proceedings of the 7th European Conference on Information Systems, ECIS'99,
Copenhagen, Denmark, June 23-25, 1999, p. 513-529.
-
[Nurcan 1999b] S. Nurcan, C. Rolland "Using EKD-CMM electronic
guide book for managing change in organisations", in Proceedings
of the 9th European-Japanese Conference on Information Modelling and Knowledge
Bases, Iwate, Japan, May 24-28, 1999, p.105-123.
-
[Rolland 1998a] C. Rolland, S. Nurcan, G. Grosz (1998) "A unified
framework for modelling co-operative design processes and co-operative
business processes" in the Proceedings of the 31st Annual International
Conference on System Sciences, Big Island, Hawaii, USA, 6-9 January 1998.
(.ps)
(.doc)
-
[Rolland 1998b] C. Rolland, G. Grosz, S. Nurcan, W. Yue, C. Gnaho
(1998) "An electronic handbook for accessing domain specific generic
patterns" in IFIP WG 8.1 Working Conference: Information Systems in
the WWW Environement, 15-17 July 1998, Beijing, China. (.ps)
(.doc)
-
[Rolland 1998c] C. Rolland, P. Loucopoulos, G. Grosz, S. Nurcan
(1998) "A framework for generic patterns dedicated to the management
of change in the electricity supply industry" in the 9th International
Workshop on Database and Expert Systems Applications (DEXA'98), 26-28 August
1998, Vienne, Austria. (.ps)
(.doc)
-
[Rolland 1998d] C. Rolland, G. Grosz, P. Loucopoulos, S. Nurcan
(1998) "A framework for encapsulating best business practices for electricity
supply industry into generic patterns" in 2nd IMACS International Conference
on Circuits, Systems and Computers (IMACS-CSC'98), 26-29 October 1998,
Pireus, Greece, Vol. 1, pp. 330-336. (.ps)
(.doc)
-
[Loucopoulos 1998a] P. Loucopoulos, V. Kavakli, N. Prekas,
I. Dimitromanolaki, N.Yilmazturk, C. Rolland, G. Grosz, S. Nurcan, D. Beis,
and G. Vgontzas (1998) "The ELEKTRA project : Enterprise Knowledge Modelling
for change in the distribution unit of Public Power Corporation" in
2nd IMACS International Conference on Circuits, Systems and Computers (IMACS-CSC’98),
Athens, Greece, 1998 , pp. 352-357.
-
[Rolland 1997a] C. Rolland, S. Nurcan, G. Grosz (1997) "Guiding
the participative design process" in Association for Information Systems,
Americas Conference on Information Systems, 15-17 August 1997, Indianapolis,
Indiana, USA, p. 922-924. (.ps)
(.doc)
-
[Rolland 1997b] C. Rolland, S. Nurcan, G. Grosz (1997) "A way
of working for change processes" in International Research Symposium
'97 - Effective Organisations, 4-5 September 1997, Dorset, UK, p. 201-204.
(.ps)
(.doc)
-
[Rolland 1996a] C. Rolland, G. Grosz, and S. Nurcan (1996) "Guiding
the EKD process", Research Report, December 1996, 149 p.
Contributions to ELEKTRA deliverables
-
[Loucopoulos 1997] P. Loucopoulos, V. Kavakli, N. Prekas, C. Rolland,
G. Grosz, and Nurcan, S., (1997) "Using the EKD Approach: The Modelling
Component", Athena Deliverable, March 1997.
-
[Loucopoulos 1998b] P. Loucopoulos, V. Kavakli, N. Prekas, N. Yilmazturk,
I. Dimitromanolaki, C. Rolland, G. Grosz, S. Nurcan, D. Beis, J.
Theodorakopoulos, G. Vgontzas, G. Mondanos, V. Stamatopoulos (1998) "System
design specification for PPC", Demetra Deliverable, March 1998.
-
[Loucopoulos 1998c] P. Loucopoulos, V. Kavakli, N. Prekas, N. Yilmazturk,
I. Dimitromanolaki, C. Rolland, G. Grosz, S. Nurcan, C. Sfakianos
and R. Kenett (1998) "Evaluation of design alternatives", Ermes
Deliverable, September 1998.
-
[Molière] : The ELEKTRA consortium, "Molière: ESI
Knowledge Base Specification", Volume I and II, Deliverable Document,
April 1999.
Additional documents
produced by the project participants
Top of the page
References
-
[Bubenko 1994] J. Bubenko (1994) Enterprise Modelling. Ingénierie
des Systèmes d'Information, Vol 2, N° 6, 1994.
-
[Bubenko 1997] Bubenko, J., Stirna, J. (1997) "EKD User Guide",
ELEKTRA project , Research report, February 1997.
-
[Rolland 1995] C. Rolland, C. Souveyet and M. Moreno (1995) "An
approach for defining ways-of-working", Information System Journal, 20(4),
pp337-359, 1995.
-
[Dowson 1994] M. Dowson, C. Fernstrom, "Towards requirements for
Enactement Mechanisms", Proc. of the th European Workshop on Software Process
Technology, 1994.
-
[Grosz 1997] G. Grosz, C. Rolland, S. Schwer, C. Souveyet, V. Plihon,
S. Si-Said, C. Ben Achour, and C.Gnaho (1997) "Modelling and
Engineering the requirements engineering process : an overview of the NATURE
approach", Requirements Engineering Journal, N° 2, 1997, pp. 115-131.
-
[Jackson 1995] M. Jackson (1995) "Software requirements and specifications
- A lexicon of practice, principles and prejudices", Addison Wesley Press.
-
[Wynekoop 1993] J. D. Wynekoop, N. L. Russo, "System Development
methodologies: unanswered questions and the research-practice gap", Proc.
of 14th ICIS (eds. J. I. DeGross, R. P. Bostrom, D. Robey), Orlando, USA,
1993, pp. 181-190.
-
[Loucopoulos 1995] P. Loucopoulos and V. Kavakli (1995) "Enterprise
Modelling and Teleological approach to Requirements engineering", International
Journal of Intelligent and Cooperative Information Systems, Vol. 4, N°
1, 1995, pp. 44-79.
-
[Nurcan 1998] S. Nurcan, G. Grosz, and C. Souveyet (1998)
"Describing business processes with a guided use case approach", Proceedings
of CAISE'98, June 8-12, 1998, Pisa, Italy, pp. 339-361.
-
[Rolland 1996b] C. Rolland, and V. Plihon (1996) "Using generic
method chunks to generate process models fragments", ICRE’96, IEEE, Colorado
Springs, Colorado USA, 1996, pp. 173-180.
Top of the page