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The Grammar of Technology Development for Value Creation Hiroe TSUBAKI The Institute of Statistical Mathematics Contents of Presentation Introduction Perspectives of Development of Statistical Methods after The Grammar of Sciences


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SLIDE 1

The Grammar of Technology Development for Value Creation

Hiroe TSUBAKI The Institute of Statistical Mathematics

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SLIDE 2

Contents of Presentation

  • Introduction

– Perspectives of Development of Statistical Methods after “The Grammar of Sciences” – Activities in Japanese TQM

  • “The Grammar of Technology Development” and Its

Methodologies Developed in Japan

  • Activities by Statisticians
  • International Standardization Activities

in ISO TC69 SC8

  • Establishment of VCP-NET (SNS) by ROIS and

JSA

  • Concluding Remarks
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SLIDE 3

INTRODUCTION:

From the Grammar of Science as an Interface Between Statistics and Sciences to The Grammar of Technology Development as a one of the Interfaces Among Statistics, Relevant Methods and Engineering

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SLIDE 4

Karl Pearson (1892) The Grammar of Science

  • A man gives a law to Nature

– Statistical Science as a new way to Scientific thinking in the 20th century.

  • Systematic ways to descript “a scientific law”
  • Not Scientific Objects but Scientific Process

– Plan: Statistical Methods for Planning » Careful and accurate classification of facts » Observation of their correlation and sequence – Do: Constructing Scientific Laws » Discovery of scientific laws by aid of creative imagination – Check: Checking the Laws » Self-criticism and the final touchstone of equal validity for all normally constituted minds

  • Development of Statistical Methodology as the Supporting tools for

the Scientists along the Grammar

– Probabilistic interpretation of cause and effect – Statistical description of a scientific law

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SLIDE 5

Historical Views of applied statistics

  • Biometrics for Recognition

– Galton(1884)

  • Statistical Sciences

– Consensus through Discussion

– Pearson(1892, 1901, 1911)

  • The Grammar of Science

– Man gives a law to Nature

– Fisher (1935)

  • Design of Experiments

– Effective Improvement of Characteristics

  • They used “scientific laws”

estimated by statistical methods in

  • rder to improve their concerning

characteristics

  • Techonometrics for Design

– Shewhart(1931)

  • Economic Control of Quality

– Process Control » Continual Detection

  • f Assignable Cause

through Outlying Facts Detection – Taguchi(1957, 1972, 1976)

  • Systems of Experimental

Design

  • Parameter Design, 1984

– Effective Improvement of Function » Robustness against Noise Factors

  • Man can imp

improve the la law for hims imself lf – by finding phenomena beyond the current law or tuning the controllable parameters in the law

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SLIDE 6

Traditional TQM Methodology developed in Japan

  • Problem Solving

– Strategy: QC story, – Tools: Q7, SQC, N7, P7

  • QC story
  • Problem Solving Procedure
  • Procedures for Solving Task-Achieving-Type Problems
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SLIDE 7

Problem Solving Procedure since 1960s and Elementary Education in NZ

– Selecting a Theme – Understanding the Current Situation and Setting Targets – Creating a Plan of Action – Analyzing the Factors – Developing and Implementing Countermeasures – Confirming Effectiveness – Standardization and Establishing Control

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SLIDE 8

Traditional Q7 for SQC

– Parato Diagram

  • To get a handle on the

real problem among many

– Cause and Effect Diagram

  • To search out and

Organize all Possible Factors

– Classification

  • Characterization of

Objects

– Check Sheets

  • To take down data simply

– Histograms

  • To understand the form of

a distribution and compare it to a standard

– Scatter Diagrams

  • To find the correlation

– Control Charts

  • To investigate whether a

process is stable

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SLIDE 9

N7: Qualitative Analysis P7: Process Oriented

  • Prof. Kanda (1994)

– Relation Diagrams – Affinity Diagrams – System Diagrams – Matrix Diagrams – Matrix Data Analysis – PDPC Method – Arrow Diagram

  • Group Interview

– To Clarify Needs

  • Investigation by

Questionnaire

– To Verify Needs

  • Positioning Analysis

– To Grasp positioning of various products in the market

  • Two Creative Thinking

Methods

– To Clarify Concepts

  • Conjoint Analysis

– To Optimize Concept

  • QFD

– To Transform the Concept into Design

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SLIDE 10

Trans-disciplinary Engineering

  • Lecture by Dr. Gennich Taguchi, 1975/04/22

– Effective Information Collection by Fisher – Effective Information Communication by Shannon

  • Engineering for Design and Development Process

(2002-, in Trans-disciplinary Federation of Science and Technology

– Toshihiro Hayashi

  • TRIZ⇒QFD⇒Taguchi Method
  • Tsubaki, Nishina and Yamada eds.(2008)

– “The Grammar of Technology Development”

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SLIDE 11

The Grammar of Technology Development by Tsubaki, Nishina and Yamada eds. (2008) , Springer.

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SLIDE 12

Step 1: Value Selection

  • Objectives

– Selection of values with targets by defining expected VOC

  • Methods

– Predicting and analyzing the difference of user’s performance between the real existing society and the virtual society affected by the designed technology

  • Example: Useful Statistical Tools

– Sampling Survey – Conjoint Analysis – Knowledge Discovery

  • Data Mining
  • Residual Analysis
  • Exploratory Classification

Value Injection

Va Value Selection

Translation Optimization

Rea ealized ed Soci ciet ety

Engineering Model

Ta Target Soci ciet ety

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SLIDE 13

Step 2: Translation

Value Injection Value Selection

Translation

Optimization Realized Society

Eng ngine neering ng Mod

  • del

Ta Target Soci ciet ety

  • Objectives

– Translation of the Selected VOC into Functional Quality Elements (Voice of Engineers)

  • Methods

– Clarifying systems to attain the requirements from the society.

  • Supporting Tools for Planning

Engineering Models

– QFD – Cause and Effect Diagrams

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SLIDE 14

Step 3: Optimization

Value Injection Value Selection Translation

Optim imiz izatio ion

Realized Society

Eng ngine neering ng Mod

  • del

Target Society

  • Objectives

Attainment of usability by

  • ptimizing design parameters
  • f the engineering models.
  • Methods:

Designing the best performing systems against variation of uncontrollable factors.

Tools

DOE

Robust Parameter Design

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SLIDE 15

Step 4: Value Injection??

Va Value Injection

Value Selection Translation Optimization

Rea ealized ed Soci ciet ety

Engineering Model Target Society

  • Objectives: Value Realization

 To attain the consistency

between the realized functional qualities and the corresponding perceived quality in the real society.

  • Methods???:

 Communication and

information management to make users notice the value of the designed technology

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SLIDE 16

Japanese Typical Contributions to Design Oriented Quality Improvement

Not Recent But Since 1950s

  • Value Selection and Value Injection

– Methods for Concept Generation

  • New QC 7 Tools by Prof. Nayatani (1983)

– Non-linear Quality by Prof. Kano (1984)

  • Translation

– Concept Transformation to Design Parameters

  • QFD by Profs. Akao and Mizuno (1978)
  • Optimization

– Optimization of Design Parameters to Obtain Robustness against Noises

  • Taguchi Method since 1952?!

– Design of Experiment for Technology Assessment – Japanese Ways?!

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SLIDE 17

ACT ACTIVITIES ES BY Y ST STAT ATISTICI CIAN ANS

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SLIDE 18

Graphical Modeling and SEM (Structural Equation Modeling)

  • Exploratory Causal Analysis since 1996

– graphical modeling popularized by the JSQC technometrics research group ( M. Miyakawa, T. Haga, K. Nishina, S. Yamada, M. Hirono et al.)

  • Haga and Hirono developed a software for conversational graphical

modeling “CGGM and CLGM”

  • JSQC published “Practice of Graphical Modeling” in 1999 with several

cases from Japanese industry.

  • Confirmatory Causal Analysis since 1995

– Japanese Industries have the largest number of users of SEM by AMOS

  • SEM is commonly used not at optimization or translation stages for

quality improvement but at value selection stages as recognizing the customers behaviors in marketing divisions.

– In 2006 JUSE developed a new software in which CGGM by and EQS are combined

  • Graphical Modeling among latent factors
  • Regression Modeling with measurement uncertainties
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SLIDE 19

Case.1 Fusion of Physical laws and SEM

Lecture by Nonaka and Tsubaki (2004) in JUSE

  • Theoretically suggested negative correlation between Br

(magnetic flux density) and Hc (coercive force) and its

  • bserved correlation
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SLIDE 20

Regression analysis to improve the Br and Hc

  • 13 explanatory variables

– 2 material conditions – 3 burning conditions – 2 composition conditions – 6 forming conditions

  • The regression coefficients of Br becomes positive in

multiple regression of Hc to 13 variables and Br.

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SLIDE 21

Exact linear relation between true Br and true HC

Br and Hc are mainly affected composition and forming conditions, respectively. ⇒Association between true Br and true HC becomes highly significantly negative

Br Hc

0, .00

eb

1 0, 1314.7

eh

1

  • .04

TrueBr

  • 4442.98

TrueHc

1.00 1.00

  • 5809.81

3.63,

材料条件1

.54, .00

材料条件2

4206.30, 214906.15

焼成条件1

.04, .00

焼成条件2

152.58, 4251.31

焼成条件3

30.63, .03

組成1

1.05, .00

組成2

4.30, .00

成型条件1

4.31, .00

成型条件2

27.43, 13.43

成型条件3

26.28, .19

成型条件4

12.72, .15

成型条件5

7.52, .00

成型条件6

00 .00 .00 .00 .00 .00 .06 .00 .00 .00 .15 .01 .00 .00 .00 .00 .00 .08

  • 2723.41

17.97

  • 1.83
  • .03

1.58 .00 .00 .00

  • .01

.48 8 .17 .00 .00 .00 .03 .06

  • .03
  • .01

.00 .00 .00 .00 .00 2911.97 .00 9.75

  • 1.58

19.13 .00 .00

  • 11.54

1575.35 推定値 標準誤差 検定統計量 確率 TrueBr <--- 成型条件 6 .16512 .01547 10.67495 *** TrueBr <--- 成型条件 5 .00000 TrueBr <--- 成型条件 4 .00110 .00051 2.15008 .03155 TrueBr <--- 成型条件 3 .00000 TrueBr <--- 成型条件 2 .02605 .01068 2.43947 .01471 TrueBr <--- 成型条件 1 .06221 .00897 6.93502 *** TrueBr <--- 組成 2

  • .02769

.00339

  • 8.17145

*** TrueBr <--- 組成 1

  • .00668

.00092

  • 7.24790

*** TrueBr <--- 焼成条件 3

  • .00002

.00000

  • 8.58302

*** TrueBr <--- 焼成条件 2 .00000 TrueBr <--- 焼成条件 1 .00000 .00000

  • 5.50974

*** TrueBr <--- 材料条件 2 .00000 TrueBr <--- 材料条件 1 .00000 TrueHc <--- TrueBr

  • 5809.81427

567.29868

  • 10.24119

*** TrueHc <--- 材料条件 2 2911.97084 531.49189 5.47886 *** TrueHc <--- 焼成条件 2 .00000 TrueHc <--- 成型条件 4 9.74550 4.25063 2.29272 .02186 TrueHc <--- 成型条件 3

  • 1.58260

.36648

  • 4.31835

*** TrueHc <--- 材料条件 1 19.12662 11.09727 1.72354 .08479 TrueHc <--- 成型条件 1 .00000 TrueHc <--- 成型条件 2 .00000 TrueHc <--- 成型条件 5

  • 11.54235

3.72527

  • 3.09839

.00195 TrueHc <--- 成型条件 6 1575.35114 158.83846 9.91795 *** Br <--- TrueBr 1.00000 Hc <--- TrueHc 1.00000

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SLIDE 22

Case.2 Modified Conjoint Analysis

Application of DOE for Value Selection

  • Toya, Nishio and Tsubaki (2005)
  • Consumer’s Sense of Value and

Preference of Retail Financial Services

– Experimental design with rank logistic model fitting provide the evidence that customer preference has linear and non-linear relationship with their value. – The findings are useful for practical marketing strategy.

  • Customers those who want to

enjoy their life prefer to have flexibility of deposit cancellation.

  • Customers those who have self-

respect prefer to virtual channel.

  • Usual conjoint analysis using L8
  • r L9 cannot examine the effects
  • f many important factors
  • We assigned 7 factors to L27

– one for assignments of different conjoint survey sheets with 9 financial product profiles. – Six controllable factors to design financial services – Individual structures on utility are not estimable so we measured several covariates possibly associating with “Financial Values” of customers

  • Estimate the interaction

between the covariates and the assigned factors

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SLIDE 23

An Illustrative result

  • The interaction between the

level of the hedonic attitude and the degrees of freedom for deposit methods is significant .

– For hedonic customers, a multi way for their deposit is a linear quality element. – For less hedonic customers it is a natural quality element.

  • 0.3
  • 0.2
  • 0.1

0.1 0.2 0.3 0.4 0.5

預入方法自由度小 預入方法自由度中 預入方法自由度大

預 入 方 法 へ の 選 好

生活を楽しむ性向=1 生活を楽しむ性向=2 生活を楽しむ性向=3 生活を楽しむ性向=4 生活を楽しむ性向=5 生活を楽しむ性向=6 生活を楽しむ性向=7 生活を楽しむ性向=8 生活を楽しむ性向=9 生活を楽しむ性向=10

Degrees of Freedoms for Deposit Channels

Preference Level High Hedonic Attitude Low Hedonic Attitude

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SLIDE 24

INTERNATIONAL STANDARDIZATION IN ISO TC 69/ SC 8

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TC 69 Standardization for Traditional Statistical Approaches to Quality Management a-priori given by Functional Quality Characteristics

  • Output Control by Sampling Inspection (SC 5)
  • Process Control by Control Charts etc (SC4)
  • Process Improvement

– Six-Sigma (SC 7), Kaizen, etc.

  • Adjustment of the average of Quality Characteristics

– Improve the dispersion of the Quality Characteristics etc.

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SLIDE 26

Statistical and related methods along the value chain cycle

Value Selection System Selection System Optimization System Implementation Value Injection

Customers and Societies WG1 Collection of VOC or VOS by Survey WG2: Selection of engineering models or systems to attain the VOC or VOS WG3: System design and

  • ptimization

SC4 and SC5 activities

Quality Parameters of Systems Good Design Good Products VOC

The next process is an important customer

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SLIDE 27

What SC 8 will not do.

  • Strategic guidelines for non-statisticians

– What SC 8 will expect SC 7 relating to “Six Sigma” etc.

  • To publish process guidelines for engineers and managers

including both statistical product and production process control

  • r improvement (The Grammar of Statistical Quality Management)

and further the statistical technology development (The Grammar

  • f Technology Development)
  • Standardization of methods to control or improve a

current product or its production process

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SLIDE 28

ISO TC 69 SC 8 ESTABLISHED IN 2009: “APPLICATION OF STATISTICAL AND RELATED METHODOLOGY FOR NEW TECHNOLOGY AND PRODUCT DEVELOPMENT ”

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SLIDE 29

Scope

  • The new SC will publish a series of technical

standards on the application of statistical and related procedures for new technology and product including private or public services developments to optimize their values from the viewpoints of customers and/or societies.

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SLIDE 30

Three WGs for SC 8 (chair: Tsubaki) Activities

  • Value Selection Process ( SC 8/WG 1 ) :

– Selection of values from voices of customers or societies

  • By Mr. Marius Cronje from South Africa
  • Transformation Process (SC 8/WG 2)

– Transformation of the values into appropriate parameters defined in engineering systems

  • By Dr. Glenn Mazur from USA
  • Optimization Process (SC 8/WG 3):

– Optimization of performance of the engineering systems

  • By Masayoshi Koike from Japan
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SLIDE 31

Outlines of a Series of Standards

  • ISO 16355 “Application of statistical and

related methods to New technology and Product Development Process”,

  • General Scope:

– This Standard describes statistical and related procedures along QFD process for new technology and product development including private or public services developments to optimize their values from the viewpoints of customers and/or societies.

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SLIDE 32

One standard with 8 parts

  • 1. General Principle and Perspective of QFD Process
  • 2. Acquisition of Non-quantitative VOC or VOS
  • 3. Acquisition of Quantitative VOC or VOS
  • 4. Analysis of Non-Quantitative and Quantitative

VOC/VOS

  • 5. Solution Strategy
  • 6. Optimization – Robust parameter design
  • 7. Optimization - Tolerance design and output to

manufacturing

  • 8. Guidelines for Commercialization
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SLIDE 33

Part 1 General Principle and Perspective of QFD Process

  • Part 1 describes the overall QFD process, its

purpose, users, benefits, and lists of relevant statistical and related tools and methods

– General Flow of QFD Process – Statistical and Related Tools and Methods for General Flow

  • Informative Annex: Illustrative Example of the best

Practices

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SLIDE 34

Part 2: Acquisition of Non-quantitative VOC or VOS

  • Part 2 describes methods to acquire VOC and

VOS using non-quantitative methods in order to develop questions for quantitative surveys

– Non-quantitative VOC/VOS Process Flow – Statistical and Related Tools

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SLIDE 35

Part 3: Acquisition of Quantitative VOC

  • r VOS
  • Part 3 describes methods to acquire VOC and VOS using quantitative methods

– Objective of survey

  • Clarification of the objective
  • Clarification of targets
  • Assessment and accounting of costs and benefits

– Quantitative VOC/VOS Process Flow

  • Definition of population
  • Survey design
  • Implementation of survey including data collection
  • Editing of results
  • Report of results

– Sampling Methods – Stratification and Clustering – Evaluation of Accuracy of Results

  • Sampling error
  • Non- sampling error

– Cost Effectiveness of Survey

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SLIDE 36

Part 4: Analysis of Non-Quantitative and Quantitative VOC/VOS

  • Part 4 describes methods to analyze non-

quantitative VOC and VOS in order to understand how customers measure satisfaction from customer’s perspective

– Non-quantitative VOC/VOS Analysis Process Flow – Statistical and Related Tools for Non-quantitative VOC/VOS Analysis – Quantitative VOC/VOS Analysis Process Flow – Statistical and Related Methods for quantitative VOC/VOS Analysis

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SLIDE 37

Part 5: Solution Strategy

  • Part 5 describes statistical and related

methods to translate VOC/VOS priorities and targets into product requirements such as functional requirements and target specifications

– Solution Strategy Process Flow – Statistical and Related Tools

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SLIDE 38

Part 6: Optimization – Robust parameter design

  • ISO DIS 16336
  • Part 6 describes a guidance of applying
  • ptimization method of parameter design, an

effective methodology for optimization based

  • n Taguchi Methods

– Parameter design for robust products –overview – Evaluation of robustness by SN ratio – Procedure of parameter design

  • Informative Annex Example of application experiment
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SLIDE 39

Part 7: Optimization - Tolerance design and output to manufacturing

  • Part 7 gives a guidance of applying
  • ptimization method of tolerance design

– Design process and output to manufacturing –

  • verview

– Tolerance design – basic concepts – Procedure of tolerance design

  • Informative ANNEX; Example of application

experiment

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SLIDE 40

Part 8: Guidelines for Commercialization

  • Part 8 describes statistical and related

methods to assure quality and customer satisfaction throughout the rest of the commercialization and product life cycle

– Commercialization Process Flow – Statistical and Related Tools

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SLIDE 41

VALUE CREATION PROCESS NETWORK

Invitation to the Joint Research Activities of ROIS and JSA

41

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SLIDE 42

Objective of VCP-NET

  • Our Environment

– Varieties of Slogan and TIPS for Improvement, Innovation and Reconstruction

  • Explosion of Knowledge on Methods and Tools
  • Difficulties of Disclosure of Wisdom in Problem Solving Process in Japanese Industry
  • Inefficiency of Problem Finding for Value Creation
  • Proposal

– Collection, Sharing and Autonomously Evolution of Wisdom on Effective Application of Knowledge – Constructing Network of Driven Engineers, Researchers and Managers to develop the Wisdom

  • Activities

– Developing “Wisdom Base” by Voluntary activities as Wikipedia – Communication among academia and industries in the network – Standardized Collection of wisdom on the problem finding and solving processes and their supporting methods and tools for value creation in technology and product development

42

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SLIDE 43

Activity of WG1

  • Body of Knowledge

– Standardized Description of Tools and their Organic Linkages for Value Creation

  • Explicit Description of Tools from the viewpoints of

their application activities.

– Input Information and its requirements – Output Information and its requirements – simplest description of Function and Procedures – Possible Tools to use the outputs – Possible Tools to supply the inputs – Similar tools

43

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SLIDE 44

Activity of WG2

Standardized Process for Value Creation

  • Standardized Description of Typical Problem

Finding or Solving Processes in Value Chains

  • Clarification of roles of methods and tools in the

processes

  • DPAM as Its pioneering activity in JEITA

– Published in 2007/05 – http://home.jeita.or.jp/is/committee/tech-std/sekkei- process/dpam/ – Classification of design processes into 25 element processes with their concrete objectives to give their explicit evaluation viewpoints

44

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SLIDE 45

New WG Collection of Cases in Value Creation

  • Collection and Recording of Cases on Good

Practices of Value Creation with Standardized Forms by WG 1 and WG 2

– Problem Finding – Problem Solving – Implementing the Solution

  • Survey Site to Attend VCP-Net

– https://codia2.heteml.jp/survey/index.php?sid=74 185&lang=ja

45

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SLIDE 46

Concluding Remarks

  • Japan has developed several original methodologies

for quality management activities by communications between academia and industries since 1950.

  • Also in present and future? .

– Design of Appropriate Communications in Academia

  • Between Sciences for Recognition and Design
  • Among Management Sciences as QM, Marketing, BSC, HRM etc.
  • Among Trans-Disciplinary Sciences as Statistics, IT and other

Applied mathematics.

– Redesign of Communication between Industries and Academia

  • The perspective view points as the grammar would

support these communications?!