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Verso un'evoluzione delle pratiche di design in
             ricerca e sviluppo:
                      gli apporti di TRIZ

                       Denis Cavallucci
     Presentazione Area Science Park – Udine - Lulio 1 2010
                        1 Introduction to innovation problematic

                        2 How to contribute to R&D practices evolution ?

                        3 Industrial partnership and case studies

                        4 Teaching TRIZ to young generations
2
1     2    3    4   25          Brief description of the problematic


                    It's Time To Rethink Q lit I
                    It' Ti    T R thi k Quality-Improvement Programs
                                                          tP
                                             Erin White, The Wall Street Journal

          GE executives don't believe Six Sigma hinders innovation
                              Interview of Gary Reiner, senior vice president GE

    6Sigma and other process management techniques hindered
    the process of innovation in knowledge based environments
                                 knowledge-based environments.
                    Cenek Report, Uncommon Commentary on the World of Work

           I think General Electric has reached the limits of Six Sigma
                   and that it is now time for Creative Management.
                               Interview of Jeff Immelt CEO of General Electric
                                                 Immelt,


                  Has time came f a switchover
                  H ti           for    it h
               between quality and innovation eras ?
3
 1    2     3     4   25                   Brief description of the problematic




                                                            • Lack of robust « problem
                                                              formulation » stage
                                                            • Lack of systematic and
                                                              repeatable idea generation
                                                              phase




[Ref : Bengt Järrehult «The end of the Funnel » in IM actionnable Knowledge – Pages 1-9]
4
1                    2    3   4   25                     Initial situation - Introduction

                         1930 ères industrielles et les difficultés qu’elles imposent
                          Les                 1970                  q1990      p



                                                                                    Innovation
    Sum of worries




                                               Quality
         f




                          Productivity




                     •Answering t demand
                      A      i to d       d        •Be competitive
                                                    B        titi         •Organize i
                                                                           O     i innovation
                                                                                           ti
                     •Organize workshops           •Ensure quality        •Manage knowledge
                     •Improve productivity rates   •Optimize organization •Anticipate product/system’s evolutions
5
1   2   3   4   25                              Theories & society


                Societal acceptation rate
                                                                                             Law




                                                                                         Norm



                                                                              Methods, tools
                                                                              (mass application)



                                Methods, tools
                           (tests & industrial evaluations)



                     Théories                  Methods, tools
            Heresy                       (tests & theoretical elaborations)



                                                                                             Time
6
1   2   3     4    25                      Teories and industrial world


                  Sum of worries


         Readyness to observe new
         « ways » of doing things

                                              Readyness to
                                              perform some
                  End of existing             tests
                  solution’s capacity to
                                                      Adoption
                  solve problems
                        p




            Significant losses
                                                       Job creation,
                                                       services,
                                                       postions
        Before-hand signs of
        B f    h d i       f                                              Total
        losses                                                            control




                                                                                Time
7
1   2    3     4     25        Anticiper les attentes industrielles et sociétales


        Industrial challenges regarding methods
                                     How to react in anticipation of a more                      Law
                                      than probable norm on Innovation ?
                                           p
         Readyness to observe new
         « ways » of doing things
                 How to create a new
                                                     Readyness to
                  way of designing                   perform some
                 sufficiently robust to              tests                                    Norm
                  Epuisement des
                  End of existing
                    be adopted by
                  solutions capacity
                  solution’sconnues to
                                                                  Adoption
                  solve problems ?
                        p
                     entreprises
                                                                                   Methods, tools
                                                                                   (mass application)
               How to favor mass
             Pertes significatives
             Significant losses
               application of new                                  Job creation,
                           Methods, tools
             practices associated to                               services,
                       (tests & industrial evaluations)
                   Innovation ?                                    postions
        Before-hand signs of
        B f    h d i       f                                                                            Total
        losses                               Methods, tools                                             control
                   Théories
        Heresy                          (tests & theoretical elaborations)



                                                     Innovation                                 Quality       Time
8
1    2    3     4    25                    Brief description of the problematic

              A brief overview of our research topics
                                                 p
     Within LICIA (Engineering Design & Artificial Intelligence) - (A research Team of LGéCo)
        Laboratoire de GÉnie de la Conception (LGÉCO) Design Engineering Laboratory
          40 researchers : (7 Full Prof. – 25 Ass. Prof. – 8 teachers – 22 PhDs – 7 Administrative staff.)
                           (                                                                             )




    •Expert questioning for Kn elicitation                     •State of the art and limits of current tools
    •Patent/Text mining for Inventive Design                   •Theoretical developments of new approaches
    •Kn management heuristics for R&D decisions                •Software prototype development


              A2: Knowledge use
                            g                                       A1: Methods & Tools
              for Inventive Design                                  for Inventive Design
                                           Inventive
                                            Design
                          A3: Metrics of R&D team’s Inventiveness
                           •Limits of current measurements relevance
                           •Building of new metrics systems and indicators
                           •Contributing to future norms appearance related to Innovation
9
1     2   3   4   25           Rétrospective des recherches passées

    Routine Design & Inventive Design : Opposition or synergy ?
Manage what is known                                          Discover what is unknown
What can be best obtained by                           Going beyond what is obtained by
optimizing existing data’s                                     optimizing existing data’s
Accept compromize as a potential                       Refuse compromize as a possible
solution                                                                      solution

          E : Company’s Design Method
                                                AP : Structure
                                                 Va:           Vā:
                                               Routine      Inventively
                                               oriented       oriented



                               EP1: Risk

                                 EP2:
                               Competitive
                               advandage
A1:
      A1
Methods & Tools
 for Inventive
    Design
11
1   2   3   4   25      A1 : Methods & Tools for Inventive Design



                     Several questionning
    • Whi h situations make it i
      Which it ti           k     inappropriate t use
                                           i t to
      existing tools and methods?

    • Which      new       approaches,     declined
      methodologically can help R&D practices in an
      era governed by innovation?

    • Which tools can support these new practices?
12
1   2   3   4   25   A1 : Methods & Tools for Inventive Design



    What projects are being implemented:
    • State of the art of design approaches and
      highlighting their limits

    • A methodological approach and a proposed
      framework to conduct design activities an inventive
      way

    • Formalizing a tool to support inventive design
      practices.
13
1    2   3   4   25     Our Inventive Design Method’s major stages

Overview of Inventive Design Method Major Stages
                          g           j      g
                                     From fuzzy, complex, multi-
                                     disciplinary empirical experiences

         Stage 1 : Problem                           Known ProBlems & Partial
         graph constitution                          Solutions, cause & effect
                                                     links between PB & PS

                      Stage 2 : Contradiction            Synthesized Solution
                           formulation
                           form lation                   Concepts after the use of
                                                         TRIZ Techniques

    Key contradictions components           Stage 3 : Solution
    (Action Parameters, Evaluating         Concepts generation
    Parameters, Elements, Values)

                                                             Stage 4 : Solution
                                                            Concepts selection

To high impact, inventive, solution concepts in which
company is ready to invest for further developments
14
1      2   3    4   25    Macro representation of an Inventive Design study


                             Investigate knowledge related to the        ?
           Stage 1
      Initial Situation      study and transpose it in a graphical
                             model exploitable using Graph Theory.
          Analysis
               y

                             Further detail core problem in a
                             classified set of contradictions.
         Stage 2             • Polycontradictions formulation
                             • Contradictions extraction
    Problems Mapping
                             • Classification    of    importance of
                               contradictions in accordance with a
                                                                                     AP1
                               specific scenario.                            TC1.1
                                                                                     Va Vā
                                                                             EP1
                                                                             EP2
          Stage 3
          St                 Use TRIZ techniques and tools to
    Solutions Concepts       generate a limited number of solution
                             concepts while keeping track of their
        Synthesis            origin within the follow-up of the study.


          Stage 4            Evaluate the hypothetical impact of each
    Feedback between         Solution Concept within the general
    Solution Concepts        problematic and priorize which ones will
    and Initial Situation    be subjected to further developments.
15
1    2     3     4      25              TRIZAcquisition V3.7 structure

                                                                                        Stage 4
         Stage 1                                          Stage 3
                                  Stage 2                                         Feedback between
    Initial Situation                               Solutions Concepts
                             Problems Mapping                                     Solution Concepts
        Analysis                                        Synthesis
                                                                                  and Initial Situation




     Initial Situation window (grapher module)

     Formulation & Detailed Problem window

     Modeling & Model of the Problem window

                     Resolution & Model of Solution window

                                       Interpretation window

                                                Solution Concept window

                                                             Construction & Detailed Solution window
Industrial
    I d ti l
   p
   partnershipp
for research and
 experimentation
17
1   2   3   4   25   From Research to Industry : The TRIZ Consortium




                          1/3




                                                    1/3
                                                    1
                                         1/3


                                Funding for software h speed
                                                   High
                                                   Hi        d
         Continuous               building (WP2) train problem
        annealing line
                                                    (WP2)
           (
           (WP2) )                     3 weeks
                                     trainning of
                                    experts (WP4)
18
1     2   3   4   25   From Research to Industry : The TRIZ Consortium

                                             Continuous annealing line problems
     Industrial case studies
         treated using
        TRIZAcquisition
                 q
       Crash retention
    in High speed trains




                                                        Mold slag layer
                                Formation of the                          Vicinity of the SEN:
                                solidified hook,                          -slag infiltration
                              thermal effects: slag                       along the nozzle by
                               viscosity, thermal                         capillarity effect
                                  conductivity,                           -Presence of gas
                                   y
                                 crystallization                          bubbles
                                  temperature

                                                                          Entrainment of liquid
                                  Solidified shell:                       slag in the liquid steel
                                   entrapment of                          pool: slag viscosity,
                                 inclusions by the                        steel flow velocity
                                                                           t l fl       l it
                                 solidification front

                                           Slivers Defects in steel casting
19
1      2      3      4     25      From Research to Industry : The TRIZ Consortium

    Day 1         Day 2         Day 3    Day 4        Day 5       Day 6      Day 7      Day 8      Day 9      Day 10

    Flexible schedule consisting in 10 sessions face to face and an equivalent amount of work “off 
sessions” by both INSA study leader and Company team members (based on a complex case situation)

                                              Phase consisting in drawing a problem 
    Problem Statement                          statement through a problem graph 
          phase                                    and known partial solutions
                                                                                          Phase consisting in analyzing 
                          Data’s gathering and                                         Solution Concepts and choosing a 
                             Contradiction                                              reduced set of them for further 
                                analysis                                               calculations based on the Problem 
                                                                                       calculations based on the Problem
                                                          Contradictions                network shrinkage they provoke

                                                            treatment                           Solution 
    Phase consisting in entering into the detailed
    Phase consisting in entering into the detailed 
     problem description through a key problem 
                                                                                               Concepts 
     and disclosing all its related contradictions                                               analysis
                                                                                                      Calculations & 
                                                                                                       validations of 
            Phase consisting in engaging several              Phase consisting in engaging R&D 
       contradictions (the most relevant ones) into a 
                                                                                                        the chosen 
                                                                    means to characterize 
       solving phase using TRIZ techniques. Solution 
       solving phase using TRIZ techniques Solution            technologically and qualitatively 
                                                               t h l i ll        d    lit ti l            solution 
                                                                                                          solution
             concepts are drawn in this phase.                the solution concept’s feasibility          Concepts
20
1   2      3    4   25   From Research to Industry : The TRIZ Consortium




        This stage results in a « classical
        Routine Design stage » after a
        senior’s project internship
        consisting in dimentionning,
        calculating and drawing the
        Solution Concept.
Teaching
   T   hi g
new practices
     p
in universities
  and beyond
22
1   2   3   4   25   Teaching new practices to engineers



                                         Life long
        In universities
                                         learningg
      Fifth year in                 F0 : hear about
    mechanical dept.               F2 : introduction
        Module CE5                    F3 : hands on
                               F10 : mastering TRIZ
         14h theory                       (classical way)

              +              AMID (11 weeks) : Mastering
        14h hands on           Inventive Design P
                               I     ti  D i     Practices f
                                                     ti    for
                                  strengthening corporate
                                    innovation strategies
                               (Advanced Master in Innovative Design
                                         (7th promotion)
23
1   2   3   4   25      Teaching new practices to engineers


                     www.inventive-design.net
                     www inventive design net
24
1   2   3   4   25   Teaching new practices to engineers

Education Case studies in
which TRIZAcquisition has
 already been used (90)
25
1   2   3    4   25                Discussions & Conclusions




Limits :
                        Discussions
    • Time of problem statement, data gathering
    (still not conventional in enterprises)
    • Breakthrough projects are still marginal in enterprises
    (Claims about innovation are numerous but avoiding risks and cost reduction still
      dominates industry)
    • Engineers are marginally trained to TRIZ / Inventive Design
    (See ETRIA report on TRIZ world-wide survey – www.etria.net )


Future development directions :
    • Build a reliable and continuous partnership with a larger circle of users;
                                      p         p           g                  ;
    • Research: Assisting      experts   analyses     with   data   mining    procedures
      (PatentCrawler);
    • Continue to complete the functionalities through networking with a wider circle
      of users/funding entities.

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Cavallucci

  • 1. Verso un'evoluzione delle pratiche di design in ricerca e sviluppo: gli apporti di TRIZ Denis Cavallucci Presentazione Area Science Park – Udine - Lulio 1 2010 1 Introduction to innovation problematic 2 How to contribute to R&D practices evolution ? 3 Industrial partnership and case studies 4 Teaching TRIZ to young generations
  • 2. 2 1 2 3 4 25 Brief description of the problematic It's Time To Rethink Q lit I It' Ti T R thi k Quality-Improvement Programs tP Erin White, The Wall Street Journal GE executives don't believe Six Sigma hinders innovation Interview of Gary Reiner, senior vice president GE 6Sigma and other process management techniques hindered the process of innovation in knowledge based environments knowledge-based environments. Cenek Report, Uncommon Commentary on the World of Work I think General Electric has reached the limits of Six Sigma and that it is now time for Creative Management. Interview of Jeff Immelt CEO of General Electric Immelt, Has time came f a switchover H ti for it h between quality and innovation eras ?
  • 3. 3 1 2 3 4 25 Brief description of the problematic • Lack of robust « problem formulation » stage • Lack of systematic and repeatable idea generation phase [Ref : Bengt Järrehult «The end of the Funnel » in IM actionnable Knowledge – Pages 1-9]
  • 4. 4 1 2 3 4 25 Initial situation - Introduction 1930 ères industrielles et les difficultés qu’elles imposent Les 1970 q1990 p Innovation Sum of worries Quality f Productivity •Answering t demand A i to d d •Be competitive B titi •Organize i O i innovation ti •Organize workshops •Ensure quality •Manage knowledge •Improve productivity rates •Optimize organization •Anticipate product/system’s evolutions
  • 5. 5 1 2 3 4 25 Theories & society Societal acceptation rate Law Norm Methods, tools (mass application) Methods, tools (tests & industrial evaluations) Théories Methods, tools Heresy (tests & theoretical elaborations) Time
  • 6. 6 1 2 3 4 25 Teories and industrial world Sum of worries Readyness to observe new « ways » of doing things Readyness to perform some End of existing tests solution’s capacity to Adoption solve problems p Significant losses Job creation, services, postions Before-hand signs of B f h d i f Total losses control Time
  • 7. 7 1 2 3 4 25 Anticiper les attentes industrielles et sociétales Industrial challenges regarding methods How to react in anticipation of a more Law than probable norm on Innovation ? p Readyness to observe new « ways » of doing things How to create a new Readyness to way of designing perform some sufficiently robust to tests Norm Epuisement des End of existing be adopted by solutions capacity solution’sconnues to Adoption solve problems ? p entreprises Methods, tools (mass application) How to favor mass Pertes significatives Significant losses application of new Job creation, Methods, tools practices associated to services, (tests & industrial evaluations) Innovation ? postions Before-hand signs of B f h d i f Total losses Methods, tools control Théories Heresy (tests & theoretical elaborations) Innovation Quality Time
  • 8. 8 1 2 3 4 25 Brief description of the problematic A brief overview of our research topics p Within LICIA (Engineering Design & Artificial Intelligence) - (A research Team of LGéCo) Laboratoire de GÉnie de la Conception (LGÉCO) Design Engineering Laboratory 40 researchers : (7 Full Prof. – 25 Ass. Prof. – 8 teachers – 22 PhDs – 7 Administrative staff.) ( ) •Expert questioning for Kn elicitation •State of the art and limits of current tools •Patent/Text mining for Inventive Design •Theoretical developments of new approaches •Kn management heuristics for R&D decisions •Software prototype development A2: Knowledge use g A1: Methods & Tools for Inventive Design for Inventive Design Inventive Design A3: Metrics of R&D team’s Inventiveness •Limits of current measurements relevance •Building of new metrics systems and indicators •Contributing to future norms appearance related to Innovation
  • 9. 9 1 2 3 4 25 Rétrospective des recherches passées Routine Design & Inventive Design : Opposition or synergy ? Manage what is known Discover what is unknown What can be best obtained by Going beyond what is obtained by optimizing existing data’s optimizing existing data’s Accept compromize as a potential Refuse compromize as a possible solution solution E : Company’s Design Method AP : Structure Va: Vā: Routine Inventively oriented oriented EP1: Risk EP2: Competitive advandage
  • 10. A1: A1 Methods & Tools for Inventive Design
  • 11. 11 1 2 3 4 25 A1 : Methods & Tools for Inventive Design Several questionning • Whi h situations make it i Which it ti k inappropriate t use i t to existing tools and methods? • Which new approaches, declined methodologically can help R&D practices in an era governed by innovation? • Which tools can support these new practices?
  • 12. 12 1 2 3 4 25 A1 : Methods & Tools for Inventive Design What projects are being implemented: • State of the art of design approaches and highlighting their limits • A methodological approach and a proposed framework to conduct design activities an inventive way • Formalizing a tool to support inventive design practices.
  • 13. 13 1 2 3 4 25 Our Inventive Design Method’s major stages Overview of Inventive Design Method Major Stages g j g From fuzzy, complex, multi- disciplinary empirical experiences Stage 1 : Problem Known ProBlems & Partial graph constitution Solutions, cause & effect links between PB & PS Stage 2 : Contradiction Synthesized Solution formulation form lation Concepts after the use of TRIZ Techniques Key contradictions components Stage 3 : Solution (Action Parameters, Evaluating Concepts generation Parameters, Elements, Values) Stage 4 : Solution Concepts selection To high impact, inventive, solution concepts in which company is ready to invest for further developments
  • 14. 14 1 2 3 4 25 Macro representation of an Inventive Design study Investigate knowledge related to the ? Stage 1 Initial Situation study and transpose it in a graphical model exploitable using Graph Theory. Analysis y Further detail core problem in a classified set of contradictions. Stage 2 • Polycontradictions formulation • Contradictions extraction Problems Mapping • Classification of importance of contradictions in accordance with a AP1 specific scenario. TC1.1 Va Vā EP1 EP2 Stage 3 St Use TRIZ techniques and tools to Solutions Concepts generate a limited number of solution concepts while keeping track of their Synthesis origin within the follow-up of the study. Stage 4 Evaluate the hypothetical impact of each Feedback between Solution Concept within the general Solution Concepts problematic and priorize which ones will and Initial Situation be subjected to further developments.
  • 15. 15 1 2 3 4 25 TRIZAcquisition V3.7 structure Stage 4 Stage 1 Stage 3 Stage 2 Feedback between Initial Situation Solutions Concepts Problems Mapping Solution Concepts Analysis Synthesis and Initial Situation Initial Situation window (grapher module) Formulation & Detailed Problem window Modeling & Model of the Problem window Resolution & Model of Solution window Interpretation window Solution Concept window Construction & Detailed Solution window
  • 16. Industrial I d ti l p partnershipp for research and experimentation
  • 17. 17 1 2 3 4 25 From Research to Industry : The TRIZ Consortium 1/3 1/3 1 1/3 Funding for software h speed High Hi d Continuous building (WP2) train problem annealing line (WP2) ( (WP2) ) 3 weeks trainning of experts (WP4)
  • 18. 18 1 2 3 4 25 From Research to Industry : The TRIZ Consortium Continuous annealing line problems Industrial case studies treated using TRIZAcquisition q Crash retention in High speed trains Mold slag layer Formation of the Vicinity of the SEN: solidified hook, -slag infiltration thermal effects: slag along the nozzle by viscosity, thermal capillarity effect conductivity, -Presence of gas y crystallization bubbles temperature Entrainment of liquid Solidified shell: slag in the liquid steel entrapment of pool: slag viscosity, inclusions by the steel flow velocity t l fl l it solidification front Slivers Defects in steel casting
  • 19. 19 1 2 3 4 25 From Research to Industry : The TRIZ Consortium Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Flexible schedule consisting in 10 sessions face to face and an equivalent amount of work “off  sessions” by both INSA study leader and Company team members (based on a complex case situation) Phase consisting in drawing a problem  Problem Statement  statement through a problem graph  phase and known partial solutions Phase consisting in analyzing  Data’s gathering and  Solution Concepts and choosing a  Contradiction  reduced set of them for further  analysis calculations based on the Problem  calculations based on the Problem Contradictions  network shrinkage they provoke treatment Solution  Phase consisting in entering into the detailed Phase consisting in entering into the detailed  problem description through a key problem  Concepts  and disclosing all its related contradictions analysis Calculations &  validations of  Phase consisting in engaging several  Phase consisting in engaging R&D  contradictions (the most relevant ones) into a  the chosen  means to characterize  solving phase using TRIZ techniques. Solution  solving phase using TRIZ techniques Solution technologically and qualitatively  t h l i ll d lit ti l solution  solution concepts are drawn in this phase. the solution concept’s feasibility Concepts
  • 20. 20 1 2 3 4 25 From Research to Industry : The TRIZ Consortium This stage results in a « classical Routine Design stage » after a senior’s project internship consisting in dimentionning, calculating and drawing the Solution Concept.
  • 21. Teaching T hi g new practices p in universities and beyond
  • 22. 22 1 2 3 4 25 Teaching new practices to engineers Life long In universities learningg Fifth year in F0 : hear about mechanical dept. F2 : introduction Module CE5 F3 : hands on F10 : mastering TRIZ 14h theory (classical way) + AMID (11 weeks) : Mastering 14h hands on Inventive Design P I ti D i Practices f ti for strengthening corporate innovation strategies (Advanced Master in Innovative Design (7th promotion)
  • 23. 23 1 2 3 4 25 Teaching new practices to engineers www.inventive-design.net www inventive design net
  • 24. 24 1 2 3 4 25 Teaching new practices to engineers Education Case studies in which TRIZAcquisition has already been used (90)
  • 25. 25 1 2 3 4 25 Discussions & Conclusions Limits : Discussions • Time of problem statement, data gathering (still not conventional in enterprises) • Breakthrough projects are still marginal in enterprises (Claims about innovation are numerous but avoiding risks and cost reduction still dominates industry) • Engineers are marginally trained to TRIZ / Inventive Design (See ETRIA report on TRIZ world-wide survey – www.etria.net ) Future development directions : • Build a reliable and continuous partnership with a larger circle of users; p p g ; • Research: Assisting experts analyses with data mining procedures (PatentCrawler); • Continue to complete the functionalities through networking with a wider circle of users/funding entities.