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Thought Leadership Session:
Enterprise Semantics & Ontology
Prof. Simon Polovina
Sheffield Hallam University, United Kingdom
Head of Enterprise Semantics research and
development at the Global University Alliance
Co-Chairman of the Global University Alliance
Twitter ID: @SimonPolovina
The Power of Understanding the Enterprise
Prof. Wim Laurier
Université Saint-Louis, Bruxelles and Ghent University
Head of Enterprise Ontology research and
development at the Global University Alliance
Board Member at the Global University Alliance
Twitter ID: @LaurierWim
2
Agenda
Action Design Research
(Too) many Tools, Frameworks,
Modelling Languages
Productivity of Computers &
Creativity of Humans
Ontology, Semantics & Semiotics
Let’s go to the lab…
All models are wrong, some are
useful
Make it so…
3
Situation
4
Action Research Design
5
Action Research Design
Practice:
Relevance at
Instance Level
6
Action Research Design
Academia:
Rigor at
Type Level
7
Action Research Design
Combination
Internalization
Socialization
Externalization
Practice:
Relevance at
Instance Level
Academia:
Rigor at
Type Level
Explicit Knowledge
Tacit Knowledge
8
Many Notations
Many Tools
Many Frameworks
Many (Types) of Diagrams
…
PLUS
Computers are Smart at Data Processing
BUT
Dumb at Creativity
WHILE
Humans are Smart at Creativity
BUT
Dumb at Data Processing
AND
Enterprises need Both … in Harmony !
Complication
9
Question
“How can we bring the productivity of computers to
the creativity of humans in enterprise modelling,
engineering and architecture?”
Aspects to consider in addressing the question:
 Limiting the amount of data to avoid information
overload (for humans)
 Guaranteeing everyone involved understands
the diagrams relevant to them
 Guaranteeing that everyone involved has the
same interpretation.
10
How to go about it (Answer to the Question)
In their (mental) models,
 Humans work with Concepts
 Computers work with Structures
For that we need shared set of concepts backed
by a computable theory about the world.
In 1984, John Sowa published a book called
“Conceptual Structures – Information Processing
in Mind and Machine”, in which he shows how
this can be achieved.
This work spawned the discipline of ontology in
computer science.
11
How to apply it?
Let’s take the Way of LEADing Practice:
And go into the Lab…
12
But first…
An introduction to:
 Semantics
 Ontology
 Semiotics
And how they relate to:
 Enterprise Modelling
 Enterprise Engineering
 Enterprise Architecture
13
Ontology as a foundation for modelling
Social World Pragmatics Ontology
14
The Semiotic Ladder
PHYSICAL WORLD signals, traces, physical dimensions,
hardware, component density, speed, economics
EMPIRICS patterns, variety, noise, entropy,
channel capacity, redundancy, efficiency, codes, ...
SYNTACTICS formal structure, language, logic,
data, records, deduction, software, files, ...
SEMANTICS meanings, propositions,
validity, truth, signification, denotations, ...
PRAGMATICS intentions, communication,
conversations, negotiations, ...
SOCIAL WORLD beliefs, expectations,
commitments, contracts, law, culture, ...
HumanInformationFunctions
VALUEPRODUCING
TheTechnologyPlatform
COSTIMPOSING
The Semiotic Ladder Challenge
(Organisational Semiotics, after Stamper 1997)
Engineering
Ontology
Business
Science
15
What is Ontology?
Context
Rule of 3
Object Object
relation
 Ontology is an ancient science that deals with the
structure of the world.
 An ontology is an unambiguous semantic structure
defining a universe of discourse related to a context.
16
Avoiding ambiguity
Ideal
Word
17
Meta object elements and Ontology - example: Purpose & Goal
The study of their nature, behavior, description etc.
18
Semantic relationships between meta objects
19
Categorization
20
Categorization
21
Categorization
22
Categorization
23
Categorization
24
Categorization
25
Categorization
26
Categorization
27
Categorization
34
Semantic relationships between meta objects
35
Semantic relationships between meta objects
36
Semantic relationships between meta objects
38
some triples...
Laurier & Poels (2012)
Polovina (2007)
w3c.org
Performance Meta Model, leadingpractice.com
Three meta objects........
43
Specific categories of meta object elements within the system
45
Examples of meta objects that are used within an Enterprise
Model (any kind)
46
Examples of meta objects that are used within an Enterprise
Model (any kind)
Business Model
Customer3.0CommercialDivision
3.1Marketing3.2&3.3Chartering&Project
3.4Insurance
andContracting
3.5CargoAlocation
Desk
3.6Post
Fixture
Operations
7.0ShipManagementand
EngineeringDivision
7.2EngineeringVessel
8.0Project
Management
Review
Tender
documents
10
Prepare
indication
8
Semiliner Heavy
Lift Shipping
Service
Perform
Market
Campaign
1
Request Firm
Quote
Award
Contract
Receive
Tender
Pre-Quote
Request
Receive Pre-
Quote
Contractor
Selection
Customer
Information
Manage
Prospects
2
Pre-quote Inquiry
Retreive
customer
information
3
Customer
registered in
Database?
No
Yes
Indication
Send Indication
9
Store Indication in
Outlook
Selected for
Tendering?
Yes
No
Tender
Inquiry
Prepare Quote
14
Issue Quote
15
Quote
Negotiate
Contract
16
Prepare
Contract
17
Issue Contract
18
tore quote in
ProjectFolder
Allocate
Voyage
20
Port Call
Loading
Coordination
22
Nautical
Operations
26
Loading
23
Discharge
25
Port Call
Discharge
Coordination
24
Review of
inquiry
12
Create
technical
proposal
13
RequestBid
Parts
11
Technical
Proposal
Contract
Perform quick
feasibility
check
6
Technical
Feasibility
Review
Inquiry
4
Review
Feasibility
7
Request
Feasibility
Check
5
Feasible?
Yes
No
Decline Inquiry
Yes
Perform Win-
Loss Analysis
19
No
End
Handover to
Operations
21
Handover
Cargo
36
Issue Invoice
34
Recieve
Propjector
Cargo
Voyage
End
Cargo
Perform Loss
Analysis
End
Mobilization
29
Installation
30
Kick-offProject
27
Execution
Detail Planning
28
Handover
Project
31
Demobilization
32
Evaluatre
Project
33
Evaluate
Voyage
37
End
End
No
Yes
Receive
Payment
35
Service Model
47
Examples of meta objects that are used within an Enterprise
Model (any kind)
Business Model
Customer3.0CommercialDivision
3.1Marketing3.2&3.3Chartering&Project
3.4Insurance
andContracting
3.5CargoAlocation
Desk
3.6Post
Fixture
Operations
7.0ShipManagementand
EngineeringDivision
7.2EngineeringVessel
8.0Project
Management
Review
Tender
documents
10
Prepare
indication
8
Semiliner Heavy
Lift Shipping
Service
Perform
Market
Campaign
1
Request Firm
Quote
Award
Contract
Receive
Tender
Pre-Quote
Request
Receive Pre-
Quote
Contractor
Selection
Customer
Information
Manage
Prospects
2
Pre-quote Inquiry
Retreive
customer
information
3
Customer
registered in
Database?
No
Yes
Indication
Send Indication
9
Store Indication in
Outlook
Selected for
Tendering?
Yes
No
Tender
Inquiry
Prepare Quote
14
Issue Quote
15
Quote
Negotiate
Contract
16
Prepare
Contract
17
Issue Contract
18
tore quote in
ProjectFolder
Allocate
Voyage
20
Port Call
Loading
Coordination
22
Nautical
Operations
26
Loading
23
Discharge
25
Port Call
Discharge
Coordination
24
Review of
inquiry
12
Create
technical
proposal
13
RequestBid
Parts
11
Technical
Proposal
Contract
Perform quick
feasibility
check
6
Technical
Feasibility
Review
Inquiry
4
Review
Feasibility
7
Request
Feasibility
Check
5
Feasible?
Yes
No
Decline Inquiry
Yes
Perform Win-
Loss Analysis
19
No
End
Handover to
Operations
21
Handover
Cargo
36
Issue Invoice
34
Recieve
Propjector
Cargo
Voyage
End
Cargo
Perform Loss
Analysis
End
Mobilization
29
Installation
30
Kick-offProject
27
Execution
Detail Planning
28
Handover
Project
31
Demobilization
32
Evaluatre
Project
33
Evaluate
Voyage
37
End
End
No
Yes
Receive
Payment
35
Service Model
The relationship
between the 2 models
48
Example SAL Heavylift: Semi-Liner and Project Business Model
49
Example SAL Heavylift: Semi-Liner Business Model with the
Project Service Flow
51
Semiotics: What is a Model?
A model is a symbol that stands for a reality, which is called the referent.
It evokes concepts in the mind of the observer that stand for this reality.
The Symbol-Concept-Referent triangle is called the semiotic triangle.
52
Semiotics: Notations as a basis for standard Models
53
Semiotic Triangle: Business World
Notations used in Models (with clear defined semantic relations)
and data flow) is needed to produce accurate and useful process and service models.
Figure 5 presents an example of such an eXtended BPMN diagram. This example
contains business, information, and data objects; identifying “issue”, “caller info”, and
“survey”, respectively.
Figure 5: Example of business, information, and data objects.Source: http://www.leadingpractice.com/wp-content/uploads/2013/10/LEADing-Practice-XBPMN.pdf
54
Semiotic Triangle: Business World
different objects is very relevant as it provides the means to use process notations for
the realization of executable applications and software solutions. This includes relating
the objects to the organization, roles, rules, and compliance aspects, as well as,
business and information flow. The set of rules and modelling techniques associated
with identifying, designing, and relating business, information, and data object types
allows one to fully describe the different relevant object’s behavior and representation.
Understanding this behavior might include an analysis of the business function, roles
and services it delivers. Additionally, its interaction with the business process and
activities (input and output and the associated flow), information (objects, flow),
applications (function, task, service and flow) and data (objects, entities, data services,
and data flow) is needed to produce accurate and useful process and service models.
Figure 5 presents an example of such an eXtended BPMN diagram. This example
contains business, information, and data objects; identifying “issue”, “caller info”, and
“survey”, respectively.
Figure 5: Example of business, information, and data objects.
The ability of having a link between the models of understanding e.g. the process models and
thereby the BPMN diagrams and the models of executions e.g. in software development it
would be UML and if an ERP system exist it would for example be SAP. Such a link between
the BPMN diagrams and SAP solution manager include linking/redocumenting information /
data flow in SAP SolMan, includes mapping the business/data/information object artifacts to
bindings in interface scenarios in SolMan. In order to drill down the various topics that may
arise, the main aspect is to identify the matching fields in SAP Solution Manager. It must be
clear, research and development starts whether SAP Solution Manager and the SAP Gateway
supports addressing the data.
62
Let’s Go to the Lab …
64
Lessons Learned
“The truth is rarely pure and never simple”
(Oscar Wilde)
“Start by doing what's necessary; then do
what's possible; and suddenly you are doing
the impossible (Francis of Assisi)
“Everything should be made as simple as
possible, but not simpler than that” (att.
Einstein)
“All Models are Wrong BUT Some are Useful”
(George Box)
The LEADing Practice community is the ideal
environment for developing and enhancing a
complex enterprise ontology.
65
Conclusion (Take Away)
Semantics – Making meaning
Ontology – Formalizing meaning
Pragmatics – Sharing meaning
Conceptual Structures – harmonise the creativity of human and
business endevour (“enterprise”) with the productivity of computers
Understanding the thought process behind Ontology and Semantics
(from the ‘live lab session’)
All we need to do is:
71
Questions?
Prof Wim Laurier
Tel: +32 2 211 79 48
Saint-Louis University
Brussels
Belgium
Ontology research coordinator
Global University Alliance
wim.laurier@globaluniversityalliance.net
For more information:
https://be.linkedin.com/pub/wim-laurier/1/b65/b62
https://www.researchgate.net/profile/Wim_Laurier/info
Prof Simon Polovina
Tel: +44 114 225 6825
Sheffield Hallam University
United Kingdom
S.Polovina@shu.ac.uk
Co-Chairman
Global University Alliance
Simon.Polovina@globaluniversityalliance.net
For more information:
www.globaluniversityalliance.net
www.polovina.me.uk
73
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frameworks, methods and approaches and their associated tools and templates, such as maps, matrices and models, is Intellectual Property (IP) of LEADing Practice ApS and limitations
apply to the reuse of this IP. The Intellectual Property Rights (IPR) consists of information, knowledge, objects, artifacts, experience, insight and/or ideas, that are structured to enable
reuse to deliver value creation and realization.
The LEADing Practice ApS, often referred to as LEAD, Intellectual Capital is protected by law, including, but not limited to, internationally recognized United States and European Union
IPR copyright law. Except as specifically indicated otherwise in writing, LEADing Practice ApS is the owner of the copyright in the entire LEAD Reference Content Frameworks, Methods
and Approaches (including images, text and look and feel attributes) and LEADing Practice ApS reserves all rights in that regard. Use or misuse of the IPR, the trademarks, service mark or
logos is expressly prohibited and may violate country, federal and state law.
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ensuring that modelling principles are applied correctly. A open architecture and open standard community has been set in place to encourage sharing, learning and reuse of information
and thereby increase knowledge among LEAD community practitioners, and with this ultimately improvement of one’s project, engagement and the LEAD development.
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As a LEAD member comes greater personal responsibility and the following intellectual property conditions apply:
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Thought Leadership Session: Enterprise Semantics & Ontology, The Power of Understanding the Enterprise

  • 1. Thought Leadership Session: Enterprise Semantics & Ontology Prof. Simon Polovina Sheffield Hallam University, United Kingdom Head of Enterprise Semantics research and development at the Global University Alliance Co-Chairman of the Global University Alliance Twitter ID: @SimonPolovina The Power of Understanding the Enterprise Prof. Wim Laurier Université Saint-Louis, Bruxelles and Ghent University Head of Enterprise Ontology research and development at the Global University Alliance Board Member at the Global University Alliance Twitter ID: @LaurierWim
  • 2. 2 Agenda Action Design Research (Too) many Tools, Frameworks, Modelling Languages Productivity of Computers & Creativity of Humans Ontology, Semantics & Semiotics Let’s go to the lab… All models are wrong, some are useful Make it so…
  • 7. 7 Action Research Design Combination Internalization Socialization Externalization Practice: Relevance at Instance Level Academia: Rigor at Type Level Explicit Knowledge Tacit Knowledge
  • 8. 8 Many Notations Many Tools Many Frameworks Many (Types) of Diagrams … PLUS Computers are Smart at Data Processing BUT Dumb at Creativity WHILE Humans are Smart at Creativity BUT Dumb at Data Processing AND Enterprises need Both … in Harmony ! Complication
  • 9. 9 Question “How can we bring the productivity of computers to the creativity of humans in enterprise modelling, engineering and architecture?” Aspects to consider in addressing the question:  Limiting the amount of data to avoid information overload (for humans)  Guaranteeing everyone involved understands the diagrams relevant to them  Guaranteeing that everyone involved has the same interpretation.
  • 10. 10 How to go about it (Answer to the Question) In their (mental) models,  Humans work with Concepts  Computers work with Structures For that we need shared set of concepts backed by a computable theory about the world. In 1984, John Sowa published a book called “Conceptual Structures – Information Processing in Mind and Machine”, in which he shows how this can be achieved. This work spawned the discipline of ontology in computer science.
  • 11. 11 How to apply it? Let’s take the Way of LEADing Practice: And go into the Lab…
  • 12. 12 But first… An introduction to:  Semantics  Ontology  Semiotics And how they relate to:  Enterprise Modelling  Enterprise Engineering  Enterprise Architecture
  • 13. 13 Ontology as a foundation for modelling Social World Pragmatics Ontology
  • 14. 14 The Semiotic Ladder PHYSICAL WORLD signals, traces, physical dimensions, hardware, component density, speed, economics EMPIRICS patterns, variety, noise, entropy, channel capacity, redundancy, efficiency, codes, ... SYNTACTICS formal structure, language, logic, data, records, deduction, software, files, ... SEMANTICS meanings, propositions, validity, truth, signification, denotations, ... PRAGMATICS intentions, communication, conversations, negotiations, ... SOCIAL WORLD beliefs, expectations, commitments, contracts, law, culture, ... HumanInformationFunctions VALUEPRODUCING TheTechnologyPlatform COSTIMPOSING The Semiotic Ladder Challenge (Organisational Semiotics, after Stamper 1997) Engineering Ontology Business Science
  • 15. 15 What is Ontology? Context Rule of 3 Object Object relation  Ontology is an ancient science that deals with the structure of the world.  An ontology is an unambiguous semantic structure defining a universe of discourse related to a context.
  • 17. 17 Meta object elements and Ontology - example: Purpose & Goal The study of their nature, behavior, description etc.
  • 31. 38 some triples... Laurier & Poels (2012) Polovina (2007) w3c.org Performance Meta Model, leadingpractice.com Three meta objects........
  • 32. 43 Specific categories of meta object elements within the system
  • 33. 45 Examples of meta objects that are used within an Enterprise Model (any kind)
  • 34. 46 Examples of meta objects that are used within an Enterprise Model (any kind) Business Model Customer3.0CommercialDivision 3.1Marketing3.2&3.3Chartering&Project 3.4Insurance andContracting 3.5CargoAlocation Desk 3.6Post Fixture Operations 7.0ShipManagementand EngineeringDivision 7.2EngineeringVessel 8.0Project Management Review Tender documents 10 Prepare indication 8 Semiliner Heavy Lift Shipping Service Perform Market Campaign 1 Request Firm Quote Award Contract Receive Tender Pre-Quote Request Receive Pre- Quote Contractor Selection Customer Information Manage Prospects 2 Pre-quote Inquiry Retreive customer information 3 Customer registered in Database? No Yes Indication Send Indication 9 Store Indication in Outlook Selected for Tendering? Yes No Tender Inquiry Prepare Quote 14 Issue Quote 15 Quote Negotiate Contract 16 Prepare Contract 17 Issue Contract 18 tore quote in ProjectFolder Allocate Voyage 20 Port Call Loading Coordination 22 Nautical Operations 26 Loading 23 Discharge 25 Port Call Discharge Coordination 24 Review of inquiry 12 Create technical proposal 13 RequestBid Parts 11 Technical Proposal Contract Perform quick feasibility check 6 Technical Feasibility Review Inquiry 4 Review Feasibility 7 Request Feasibility Check 5 Feasible? Yes No Decline Inquiry Yes Perform Win- Loss Analysis 19 No End Handover to Operations 21 Handover Cargo 36 Issue Invoice 34 Recieve Propjector Cargo Voyage End Cargo Perform Loss Analysis End Mobilization 29 Installation 30 Kick-offProject 27 Execution Detail Planning 28 Handover Project 31 Demobilization 32 Evaluatre Project 33 Evaluate Voyage 37 End End No Yes Receive Payment 35 Service Model
  • 35. 47 Examples of meta objects that are used within an Enterprise Model (any kind) Business Model Customer3.0CommercialDivision 3.1Marketing3.2&3.3Chartering&Project 3.4Insurance andContracting 3.5CargoAlocation Desk 3.6Post Fixture Operations 7.0ShipManagementand EngineeringDivision 7.2EngineeringVessel 8.0Project Management Review Tender documents 10 Prepare indication 8 Semiliner Heavy Lift Shipping Service Perform Market Campaign 1 Request Firm Quote Award Contract Receive Tender Pre-Quote Request Receive Pre- Quote Contractor Selection Customer Information Manage Prospects 2 Pre-quote Inquiry Retreive customer information 3 Customer registered in Database? No Yes Indication Send Indication 9 Store Indication in Outlook Selected for Tendering? Yes No Tender Inquiry Prepare Quote 14 Issue Quote 15 Quote Negotiate Contract 16 Prepare Contract 17 Issue Contract 18 tore quote in ProjectFolder Allocate Voyage 20 Port Call Loading Coordination 22 Nautical Operations 26 Loading 23 Discharge 25 Port Call Discharge Coordination 24 Review of inquiry 12 Create technical proposal 13 RequestBid Parts 11 Technical Proposal Contract Perform quick feasibility check 6 Technical Feasibility Review Inquiry 4 Review Feasibility 7 Request Feasibility Check 5 Feasible? Yes No Decline Inquiry Yes Perform Win- Loss Analysis 19 No End Handover to Operations 21 Handover Cargo 36 Issue Invoice 34 Recieve Propjector Cargo Voyage End Cargo Perform Loss Analysis End Mobilization 29 Installation 30 Kick-offProject 27 Execution Detail Planning 28 Handover Project 31 Demobilization 32 Evaluatre Project 33 Evaluate Voyage 37 End End No Yes Receive Payment 35 Service Model The relationship between the 2 models
  • 36. 48 Example SAL Heavylift: Semi-Liner and Project Business Model
  • 37. 49 Example SAL Heavylift: Semi-Liner Business Model with the Project Service Flow
  • 38. 51 Semiotics: What is a Model? A model is a symbol that stands for a reality, which is called the referent. It evokes concepts in the mind of the observer that stand for this reality. The Symbol-Concept-Referent triangle is called the semiotic triangle.
  • 39. 52 Semiotics: Notations as a basis for standard Models
  • 40. 53 Semiotic Triangle: Business World Notations used in Models (with clear defined semantic relations) and data flow) is needed to produce accurate and useful process and service models. Figure 5 presents an example of such an eXtended BPMN diagram. This example contains business, information, and data objects; identifying “issue”, “caller info”, and “survey”, respectively. Figure 5: Example of business, information, and data objects.Source: http://www.leadingpractice.com/wp-content/uploads/2013/10/LEADing-Practice-XBPMN.pdf
  • 41. 54 Semiotic Triangle: Business World different objects is very relevant as it provides the means to use process notations for the realization of executable applications and software solutions. This includes relating the objects to the organization, roles, rules, and compliance aspects, as well as, business and information flow. The set of rules and modelling techniques associated with identifying, designing, and relating business, information, and data object types allows one to fully describe the different relevant object’s behavior and representation. Understanding this behavior might include an analysis of the business function, roles and services it delivers. Additionally, its interaction with the business process and activities (input and output and the associated flow), information (objects, flow), applications (function, task, service and flow) and data (objects, entities, data services, and data flow) is needed to produce accurate and useful process and service models. Figure 5 presents an example of such an eXtended BPMN diagram. This example contains business, information, and data objects; identifying “issue”, “caller info”, and “survey”, respectively. Figure 5: Example of business, information, and data objects. The ability of having a link between the models of understanding e.g. the process models and thereby the BPMN diagrams and the models of executions e.g. in software development it would be UML and if an ERP system exist it would for example be SAP. Such a link between the BPMN diagrams and SAP solution manager include linking/redocumenting information / data flow in SAP SolMan, includes mapping the business/data/information object artifacts to bindings in interface scenarios in SolMan. In order to drill down the various topics that may arise, the main aspect is to identify the matching fields in SAP Solution Manager. It must be clear, research and development starts whether SAP Solution Manager and the SAP Gateway supports addressing the data.
  • 42. 62 Let’s Go to the Lab …
  • 43. 64 Lessons Learned “The truth is rarely pure and never simple” (Oscar Wilde) “Start by doing what's necessary; then do what's possible; and suddenly you are doing the impossible (Francis of Assisi) “Everything should be made as simple as possible, but not simpler than that” (att. Einstein) “All Models are Wrong BUT Some are Useful” (George Box) The LEADing Practice community is the ideal environment for developing and enhancing a complex enterprise ontology.
  • 44. 65 Conclusion (Take Away) Semantics – Making meaning Ontology – Formalizing meaning Pragmatics – Sharing meaning Conceptual Structures – harmonise the creativity of human and business endevour (“enterprise”) with the productivity of computers Understanding the thought process behind Ontology and Semantics (from the ‘live lab session’) All we need to do is:
  • 45. 71 Questions? Prof Wim Laurier Tel: +32 2 211 79 48 Saint-Louis University Brussels Belgium Ontology research coordinator Global University Alliance wim.laurier@globaluniversityalliance.net For more information: https://be.linkedin.com/pub/wim-laurier/1/b65/b62 https://www.researchgate.net/profile/Wim_Laurier/info Prof Simon Polovina Tel: +44 114 225 6825 Sheffield Hallam University United Kingdom S.Polovina@shu.ac.uk Co-Chairman Global University Alliance Simon.Polovina@globaluniversityalliance.net For more information: www.globaluniversityalliance.net www.polovina.me.uk
  • 46.
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