1. © euroCRIS/Keith G Jeffery 1 Mutual enhancement of CERIF and project management systems Mutual Enhancement of CERIF and Project Management Systems Keith G Jeffery President www.eurocris.org Premium Members

2. © euroCRIS/Keith G Jeffery 2 Mutual enhancement of CERIF and project management systems Structure What is Project Management What is CERIF How is mutual enhancement achieved

3. © euroCRIS/Keith G Jeffery 3 Mutual enhancement of CERIF and project management systems What is Project Management (in our context) The management of the: allocation governance (risk, ethics,…) Of resources to meet the required quantity quality timescale Of outputs of R&D

4. © euroCRIS/Keith G Jeffery 4 Mutual enhancement of CERIF and project management systems Outputs Products assets or services (may be prototype) includes software and datasets Patents registered IP for exploitation through products, services or licensing Publications………….. Trained staff peer-reviewedOpen access grey literatureRestricted access

5. © euroCRIS/Keith G Jeffery 5 Mutual enhancement of CERIF and project management systems Resources Background assets pre-existing products, patents, publications, facilities, equipment Human capital skills, motivation, effort available… Financial capital for construction of assets Financial recurrent for day-to-day expenses

6. © euroCRIS/Keith G Jeffery 6 Mutual enhancement of CERIF and project management systems Management Allocation resource, time, quality/quantity 3 interdependent variables Governance risk management ethics audit

7. © euroCRIS/Keith G Jeffery 7 Mutual enhancement of CERIF and project management systems Management In four phases 1.Planning and costing 2.Prototyping, piloting, feasibility 3.Executing, managing, monitoring 4.Reviewing (with feedback loops)

8. © euroCRIS/Keith G Jeffery 8 Mutual enhancement of CERIF and project management systems Structure What is Project Management What is CERIF How is mutual enhancement achieved

9. © euroCRIS/Keith G Jeffery 9 Mutual enhancement of CERIF and project management systems CERIF A formal model for research information Created by a group of nominated national experts Used increasingly widely Extensible for local needs Interoperable (core)

10. © euroCRIS/Keith G Jeffery 10 Mutual enhancement of CERIF and project management systems PROJECTORGUNIT SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award PERSON

11. © euroCRIS/Keith G Jeffery 11 Mutual enhancement of CERIF and project management systems Structure What is Project Management What is CERIF How is mutual enhancement achieved

12. © euroCRIS/Keith G Jeffery 12 Mutual enhancement of CERIF and project management systems Mutual Enhancement We need to analyse (given that which we defined as required) what exists in CERIF what could be added to CERIF and/or how to interface CERIF to systems with the required information and process capabilities

13. © euroCRIS/Keith G Jeffery 13 Mutual enhancement of CERIF and project management systems Mutual Enhancement: Outputs Products √ Patents √ Publications √ Trained staff √ *** missing*** notion of value X

14. © euroCRIS/Keith G Jeffery 14 Mutual enhancement of CERIF and project management systems Mutual Enhancement: Resources Background assets (products, patents, publications) √ (facilities, equipment) √ *** missing *** notion of value X Human capital (person, skills, CV) √ *** missing *** notion of effort utilised /value X Financial capital (new facilities, equipment) √ *** missing *** purchase of other capital assets X Financial Recurrent *** missing *** X

15. © euroCRIS/Keith G Jeffery 15 Mutual enhancement of CERIF and project management systems So what is missing in value Outputs: (Price value) Product | Patent | Publication | Trained Staff value Resources: (Cost value) Background assets: value Human capital: resource used on project (time units and value) Financial capital: depreciated value used on project Financial recurrent: costs to project

16. © euroCRIS/Keith G Jeffery 16 Mutual enhancement of CERIF and project management systems Financial Information in CERIF budget information linked to funding programme for : person, project, organisational unit, facility, event, product, patent, publication price linked to organisational unit and to person for : facility, equipment, service price linked to person for : skill

17. © euroCRIS/Keith G Jeffery 17 Mutual enhancement of CERIF and project management systems Temporal and Financial Information in CERIF CERIF has date/time start-end in each linking relation, associated with role This could be used for project phases, deadlines Similarly we could use budget attribute with associated role (classification) to give type of financial attribute (eg commit, spend…)

18. © euroCRIS/Keith G Jeffery 18 Mutual enhancement of CERIF and project management systems So in CERIF We have the basic attributes to generate financial values and temporal values for resources (except background assets) But not directly for outputs – here we need to agree the indicators (we could calculate value of output from its resource costs but we really need external valuation)

19. © euroCRIS/Keith G Jeffery 19 Mutual enhancement of CERIF and project management systems Further Human capital: resource used on project most organisations have a system for recording this as time units and converting to value Financial capital: depreciated value used on project most organisations have a system for recording this Financial recurrent: costs to project most organisations have a system for recording this

20. © euroCRIS/Keith G Jeffery 20 Mutual enhancement of CERIF and project management systems From CRIS2006 Paper CRIS Finance Human Resources Project Management Publications Patents Products Wealth Creation Knowledge Creation Human Capital Development Innovative Ideas

21. © euroCRIS/Keith G Jeffery 21 Mutual enhancement of CERIF and project management systems Output Indicators Outputs value can be estimated: Product: market price / sales volume Patent: licence income Publication: citations / impact Trained Staff: skill price

22. © euroCRIS/Keith G Jeffery 22 Mutual enhancement of CERIF and project management systems Way Forward? We could extend CERIF such that for each output or resource there are two values: cost (related to budget value) and price (related to output value) (implemented by different roles in the relation/link table?) Thus a patent can have a cost to a project and a price to a company wishing to use it

23. © euroCRIS/Keith G Jeffery 23 Mutual enhancement of CERIF and project management systems Thus We could extend CERIF And/or We can interface a CERIF-CRIS to appropriate local management systems which reflect local management practices to gain more detailed information And then integrate with a project management (allocation and tracking) system

24. © euroCRIS/Keith G Jeffery 24 Mutual enhancement of CERIF and project management systems Discussion (a)Whether or not to include (b)How much to include of this missing value information within the CERIF-CRIS And If we can define a standard interface from CERIF to (a)finance, HR etc systems (b)Project management systems  DISCUSS