Worth a look

Some links to useful and interesting resources on roadmapping, from the perspectives of industry, government and academia, together with information on related methods. For a short introduction to roadmapping follow this link.

Industry

Garcia & Bray's classic 1997 Sandia Labs 'Fundamentals of technology roadmapping' report is a good starting and reference point.

Richard Albright draws on his experience deploying technology roadmapping in Lucent Technologies in the 1990s and subsequently, with useful resources provided.

Gerrit Muller provides the systems perspective, with roadmapping positioned as the prime integrator in the context of high tech innovation, with useful resources provided.

An infographic from a recent Fraunhofer IAO study provides an overview of current roadmapping practice in industry, along with a report from an associated seminar held in Stuttgart 21 April 2016, and a study on roadmapping software.

The long-running International Technology Roadmap for Semiconductors (ITRS) has enabled rapid advances in computation and digitisation, illustrating how roadmapping can be used to coordinate activity across a sector (the subject of a 2004 PhD dissertation by Bob Schaller).

Rusnano technology roadmaps provide novel detailed technical examples of how the emergence of technology can be visualised. 

The Bonneville Power Administration in Oregon has developed some interesting roadmaps relevant to utilities.

The Oil & Gas Technology Centre in Aberdeen has developed a series of sector roadmaps, nicely presented in interactive form online.

Holland High Tech have produced an interesting set of roadmaps covering 16 areas from healthcare to lighting and space applications.

A practical 2007 guide to integrated technology roadmapping from ZVEI (German Electrical and Electronic Manufacturers' Association).

Government

Industry Canada was a longest running national roadmapping programme that ran until 2008. Roadmaps, process guidance and evaluation framework are useful resources still.

Roadmapping at the sector level in Japan has been ongoing for more than 15 years, coordinated by METI / NEDO, with the the following photograph taken in c2004 demonstrating a level of coherence that is unique to the world.

cambridgeroadmapping_phaal_METI.jpg

The long running (since 2003) & successful 'OTR' process and SME support activities from SimTech in Singapore, supporting technology transfer at a national level.

The International Energy Agency (IEA) has a strong track record in technology roadmapping in the energy sector, including useful roadmapping guidance.

United Nations Framework Convention on Climate Change (UNFCCC) 2013 background paper on technology roadmaps provides a useful overview in the context of mitigation and adaptation.

United Nations Industrial Development Organisation (UNIDO) 'practice on roadmapping' training course reference material.

The 2013 ISECG (International Space Exploration Coordination Group) Global Exploration Roadmap is a nice example of a roadmap report containing a variety of visual roadmap formats to support the narrative. NASA has produced many interesting roadmaps over the years, including a complete set of technology roadmaps in 2015.

Academia

For a range of templates and perspectives on strategic technology and innovation management tools and toolkits see the new website from my colleague Dr Clive Kerr.

Academics in various regions of the world with a particular interest in roadmapping research and practice:

  • Brazil: Roadmapping website, including details of a Portuguese text book, resources and contact points, including Prof Maicon Oliveira.

  • Germany: Prof Martin Möhrle, of the University of Bremen, with research interests relating to technology and innovation management, and practical methods such as TRIZ and roadmapping (including editing several volumes of papers).

  • Japan: Prof Yusuke Kishita, of the University of Tokyo has particular expertise in roadmapping design for sustainable futures.

  • Japan: Prof Kunio Shirahada, of the Japan Advanced Institute for Science and Technology (JAIST), with particular interests in technology management of services and technology.

  • Korea: Prof Sungjoo Lee, of Ajou University, with interests in technology management and analytics.

  • The Netherlands: Dr Elke den Ouden, of the Technical University of Eindhoven, with research interests in design and innovation.

  • The Netherlands: Prof Leanne Simonse, of Delft Technical University, with research interests in design thinking, and a book on ‘design roadmapping’ published in 2018.

  • Norway: Prof Gerrit Muller, of University College of Southeast Norway, with useful roadmapping resources available on his ‘Gaudi’ systems architecting website.

  • Thailand: Prof Nathasit Gerdsri, of Mahidol University in Bangkok, with particular expertise in implementation of technology roadmapping.

  • UK: Dr Rob Phaal and Dr Clive Kerr, of the University of Cambridge, focusing on practical tools and toolkits for strategic technology and innovation management,

  • USA: Prof Tugrul Daim, of Portland State University (OR), focusing on engineering and technology management, with many papers and an edited collection of roadmapping perspectives published.

Search for 'technologie-roadmapping' to find interesting perspectives from Germany, including masters and doctoral dissertations - for example, this one from Dr Thomas Abele.

Related methods

Design-driven roadmapping process developed at UC Berkeley, with another design-oriented perspective now available in a 2018 book from Prof Lianne Simonse, TU Delft.

Human-centred design roadmapping approach in IDEO's human-centred Design Kit.

Beyond the roadmapping workshop templates are available on this website, many other resources are available online, such as: 1) Agile product development templates; and 2) Design thinking templates.

Strategy is critically dependent on a good understanding of the trends and drivers in the external business and wider environment. However, the quality of information is often poor, and not enough attention is given to understanding the nature and impact of these forces. Arup's 'drivers of change' cards provide a useful resource in this regard.

TRIZ is an interesting structured approach for creative problem solving originating in Russia, and its integration with roadmapping has been explored by Imoh Ilevbare.

A great compendium of tools and resource links from the OECDF Observatory of Public Sector Innovation (OPSI).

Methods from agile software development are being extended to strategy and other domains, although deployment in hardware environments can be challenging without careful translation to context. Software roadmaps are often rather short term, given the pace of software innovation, focussing on the prime integrator - product release schedules and associated feature sets as a single layer, The multi-layered systems approaches common in hardware product development and strategy tend to take a longer term view, with platform strategies used to synchronise technologies with differing clock speeds.

'Lean innovation' approaches, common in Scandinavia, emerged from production quality systems, and provide an alternative starting point for agile deployments, with both agile and lean sharing some commonalities in terms of visual management. This 'self-facilitating' template was tested for application in a lean innovation 'pulse room'. An example of agile concepts applied to roadmapping are described here, and an interesting experiment in deploying agile methods for roadmapping in a complex digital environment (government services) is summarised here. An 'agile' workshop template has been designed to support product-service strategy, focusing on the minimum viable product and subsequent releases.

 

If you have any queries regarding research, training, collaboration or other support please contact me at rob.phaal@eng.cam.ac.uk.

Rob Phaal