Ph.D., Operations, Technology and Innovation Management Kenan-Flagler Business School (KFBS), The University of North Carolina at Chapel Hill, 2004
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1 School of Economics and Management Catholic University of Portugal Palma de Cima, Lisboa Portugal Pedro M. Oliveira Curriculum Vitae phone: (+351) fax: (+351) Education Ph.D., Operations, Technology and Innovation Management Kenan-Flagler Business School (KFBS), The University of North Carolina at Chapel Hill, 2004 M.Sc., Operations Research and Systems Engineering Instituto Superior Técnico (IST), Technical University of Lisbon, Portugal, 1998 Licenciatura, Naval Engineering Instituto Superior Técnico (IST), Technical University of Lisbon, Portugal, 1996 Academic and professional experience Assistant Professor, School of Economics and Management, Catholic University of Portugal 2004 present Coordinator of the Advanced Program on Telecommunications and Information Technologies (PAGETTI) Coordinator of the Advanced Program on Entrepreneurship and Innovation Management (PAEGI) Research Assistant, Kenan-Flagler Business School, The University of North Carolina at Chapel Hill. Fall 2001 & Spring Instructor, Kenan-Flagler Business School, The University of North Carolina at Chapel Hill. BA 130 Operations Management (Bachelor of Science). Summer Teaching Assistant, Kenan-Flagler Business School, The University of North Carolina at Chapel Hill. BA 130 Operations Management (Bachelor of Science). Spring 1003, Fall 2002, Fall BA 235V Global Operations and Technology Strategy (MBA), Prof. A. Roth. Spring BA 235K Managing for Knowledge and Creativity (EMBA & MBA), Prof. A. Roth. Spring BA 231B Service Strategy and Design in a Global Context (MBA), Prof. A. Roth. Spring Researcher, Center for Innovation, Technology and Policy Research (IN+) of IST May present Coordinator, Studies and Planning Office of IST January January 1999 (Researcher, March December 1996) Visiting Scholar, IC 2 Institute, The University of Texas at Austin August - September 1998 Coordinator and Contractor, Project TEMPUS JEP 1716 Board of European Students of Technology Summer Program; September September 1994 Collaborator, Portuguese (weekly) nationwide newspaper O Jornal April December 1991
2 Publications Papers in refereed journals Oliveira, P. and A. V. Roth (2003), Cross-border mergers and acquisitions in network industries as a tool to transfer knowledge and foster competitive capabilities, International Journal of Technology, Policy and Management, 3 (2), Oliveira, P., A. V. Roth and W. Gilland (2002), Achieving Competitive Capabilities in E-services, Technological Forecasting & Social Change, 69 (7), Conceição, P., M. Heitor and P. Oliveira (1998), Expectations for the University in the Age of the Knowledge Based Societies, Technological Forecasting & Social Change, 58 (3), Conceição, P., M. Heitor and P. Oliveira (1998), University Based Technology Licensing in the Knowledge Economy, Technovation, 18 (10), Book chapters Oliveira, P., A. V. Roth, M. V. Conley and C. Voss (2003), Knowledge Assets in Global Service Strategy, in D. Gibson, C. Stolp, P. Conceição and M. Heitor (eds.), Systems and Policies for the Global Learning Economy, Praeger Publishers, Westport CT, Conceição, P., M. Heitor, P. Oliveira and F. Santos (2000), On the Socio-Economic Context and Organizational Development of the Research University, in P. Conceição, D. Gibson, M. Heitor and S. Shariq (eds.), Science, Technology and Innovation Policy: Opportunities and Challenges for the Knowledge Economy, Quorum Publishers, Westport CT, Conceição, P., M. Heitor and P. Oliveira (1999), On the Need of New Mechanisms for the Protection of Intellectual Property of Research Universities, in A. Inzelt and J. Hilton (eds.), Technology Transfer: From Invention to Innovation, Kluwer Academic Publishers, (NATO ASI Series 4 [Science and Technology Policy]/19), Boston MA, Papers in Portuguese journals Conceição, P., M. Heitor, P. Oliveira and F. Santos (1998), Valorização das Actividades de I&D no Processo de Inovação Industrial (Commercialization of R&D Results in the Industrial Innovation Process), Documenta - Problemática e Perspectiva da Universidade Portuguesa, 12(2), Papers in refereed proceedings Oliveira, P., A. V. Roth, D. S. Rubin and W. Gilland (2002), A Framework for the Analysis of Retail Banking Efficiencies and Strategies, Proceedings of the Decision Sciences Institute Annual Meeting, San Diego, California, November Oliveira, P., A. V. Roth and W. Gilland (2001), Challenges and Opportunities for E-services, Proceedings of the Decision Sciences Institute Annual Meeting, November 2001, San Francisco, California. Conceição, P., M. Heitor and P. Oliveira (1999), Realities and Perspectives of Industrial R&D, Proceedings of the 32 nd Annual Hawaii International Conference on Systems Sciences, 5-8 January 1999, Hawaii. Conceição, P., M. Heitor and P. Oliveira (1997), Reasonable Expectations for the University in the Age of the Knowledge-Based Society, Proceedings of the 1 st Intl. Conference on Tech. Policy and Innovation, 2-4 July 1997, Macao. Conceição, P., M. Heitor and P. Oliveira (1997), Capitalizing on Intellectual Property: the Challenges for the Development of European Universities, Proceedings of the 1 st Intl. Conference on Tech. Policy and Innovation, 2-4 July 1997, Macao. Pedro Oliveira, page 2
3 M.Sc. thesis Oliveira, P. (1999), On the Contribution of Science and Technology to the Economic Development of OECD Countries, M.Sc. Thesis in Operations Research and Systems Engineering, IST, Portugal (Advisors: Profs. Luis Valadares Tavares and Manuel V. Heitor). Referred conference presentations (presenter is underlined) Oliveira, P. and A. V. Roth (2004), B2B E-Service Capacility, INFORMS 2004, October 2004, Denver, Colorado. Oliveira, P. and A. V. Roth (2004), Antecedents and Consequences of B2B E-Service Capacility, EUROMA 2004, June 2004, Fontainebleau, France. Oliveira, P. and A. V. Roth (2004), New Multi-item Measurement Scales of the Antecedents and Consequences of B2B E-service Capability: A Two-stage Approach, Production and Operations Management Society (POMS) Annual Meeting, 30 April - 3 May 2004, Cancun, Mexico. Oliveira, P. and A. V. Roth (2003), An Empirical Investigation of the Antecedents of E-Service Competence, 7 th Intl. Conf. on Tech. Policy and Innovation, June 2003, Monterrey, Mexico. Oliveira, P., A. V. Roth, D. S. Rubin and W. Gilland (2003), Fostering competitive capabilities through knowledge-based operations strategies, Production and Operations Management Society (POMS) Annual Meeting, 4-7 April 2003, Savannah, Georgia. Oliveira, P. and A. V. Roth (2003), Impact of B2B E-Service Competence on Customer Satisfaction and Loyalty, Production and Operations Management Society (POMS) Annual Meeting, 4-7 April 2003, Savannah, Georgia. Oliveira, P. and A. V. Roth (2003), An Empirical Investigation of the Antecedents of E-Service Competence, Production and Operations Management Society (POMS) Annual Meeting, 4-7 April 2003, Savannah, Georgia. Oliveira, P. and A. V. Roth (2002), An Empirical Investigation of Electronic-Service Value and Performance, Decision Sciences Institute Annual Meeting, November 2002, San Diego, California. Oliveira, P., A. V. Roth, D. S. Rubin and W. Gilland (2002), A Framework for the Analysis of Retail Banking Efficiencies and Strategies, Decision Sciences Institute Annual Meeting, November 2002, San Diego, California. Oliveira, P., and A. V. Roth (2002), Leveraging competitive capabilities through cross-border mergers and acquisitions, 6 th Intl. Conf. on Tech. Policy and Innovation, August 2002, Kyoto, Japan,. Oliveira, P., A. V. Roth, D. S. Rubin and W. Gilland (2002), An Imprecise Data Envelopment Analysis (IDEA) Framework for the Analysis of Retail Banking Strategies, Production and Operations Management Society (POMS) Annual Meeting, 5-8 April 2002, San Francisco, California. Oliveira, P., A. V. Roth and W. Gilland (2001), Challenges and Opportunities for E-services, Decision Sciences Institute Annual Meeting, November 2001, San Francisco, California. Oliveira, P. and A. V. Roth (2001), An Empirical Investigation of the Drivers of Customer Satisfaction and Loyalty in E-services, 5 th Intl. Conf. on Tech. Policy and Innovation, June 2001, Delft, The Netherlands. Oliveira, P. and A. Roth (2000), Competitive Capabilities in E-Services: New Challenges and Opportunities in the Virtual Market Space, Annual Meeting of the Decision Sciences Institute, November 2000, Orlando, Florida. Oliveira, P. and A. Roth (2000), Redefining Competitive Capabilities in E-Services, 4 th Intl. Conf. on Tech. Policy and Innovation, August 2000, Curitiba, Brazil. Conley, V., P. Oliveira, A. Roth and C. Voss (1999), Knowledge Assets in Global Service Strategy, 3 rd Intl. Conf. on Tech. Policy and Innovation, 1-4 September 1999, Austin, Texas. Pedro Oliveira, page 3
4 Conceição, P., M. Heitor, P. Oliveira and C. Vedovello (1998), Learning through Interaction: A Perspective for Research Universities, Conference on Innovation, Creation of New Businesses and Jobs, May 1998, Luxembourg. Oliveira, P., S. Thore, P. Conceição, and M. Heitor (1997), An Integrated Approach to Foster the Assessment and Utilization of University R&D Results, EURO-INFORMS Joint Intl Meeting - OR/MS for the Next Millennium, July 1997, Barcelona, Spain. Conceição, P., M. Heitor and P. Oliveira (1997), Reasonable Expectations for the University in the Age of the Knowledge-Based Society, 1 st Intl. Conference on Tech. Policy and Innovation, 2-4 July 1997, Macao. Conceição, P., M. Heitor and P. Oliveira (1997), Capitalizing on Intellectual Property: On Modeling the Exploitation of University R&D Results, 1 st Int. Conf. on Tech. Policy and Innovation, 2-4 July 1997, Macao. Conceição, P., M. Heitor and P. Oliveira (1997), Intellectual Property: the Challenges for the Development of European Universities, 6 th Intl. Conference on Management of Technology, July 1997, Gotemborg, Sweden. Invited conference presentations (presenter is underlined) Durão, D. and P. Oliveira (1997), A Educação e a Formação na Preparação dos Jovens para a Criação do Próprio Emprego (The Role of University Education in the Development of an Entrepreneurial Attitude), FORUM EURO TRAINING, European Conference of Education and Employment, May 1997, Lisbon, Portugal. Durão, D., P. Oliveira and F. Santos (1997), Os Desafios do Ensino de Engenharia no Contexto da Sociedade do Conhecimento (The Challenges for Engineering Education in the Knowledge Based Economy), Inaugural Lecture, Congresso da Ordem dos Engenheiros, February 1997, Funchal, Portugal. Working papers Oliveira, P., An Empirical Investigation of the Antecedents of B2B E-Service Competence: Impact on Customer Satisfaction and Loyalty Oliveira, P., A. V. Roth, D. S. Rubin and W. Gilland, An Imprecise Data Envelopment Analysis (IDEA) Framework for the Analysis of Retail Banking Strategies Invited Research Presentations IESE Business School (Spain), 2003 Instituto de Empresa (Spain), 2003 Technische Universiteit Eindhoven, Dpt. of Tech. Mgt. (The Netherlands), video-conference, 2003 Universidad Carlos III de Madrid, Departamento de Economía de la Empresa, 2003 Universidade Católica Portuguesa, School of Business and Economics (Portugal), 2003 Universidade Nova de Lisboa, Faculdade de Economia (Portugal), 2003 Universidade Técnica de Lisboa, IST, Engineering and Management Science Dpt. (Portugal), 2003 University of North Carolina at Chapel Hill, Kenan-Flagler Business School (USA), 2001 University of Notre Dame, Mendoza College of Business (USA), 2003 University of Oxford, Saïd Business School (UK), 2003 University of Utah, David Eccles School of Business (USA), 2003 University of Wisconsin Madison, School of Business (USA), video-conference, 2003 Professional service Reviewer Decision Sciences Journal Decision Sciences Institute Annual Meeting 2002 International Journal of Service Industry Management MSOM, Manufacturing and Services Operations Management Pedro Oliveira, page 4
5 Management Science Production and Operations Management Quarterly Journal of Electronic Commerce Organization of international conferences and courses 4 th PAPS Forum: Dare to be an Entrepreneur: Venturing Ideas Across the Atlantic, Newark-New Jersey, January rd PAPS Forum: On the Contribution of the Portuguese Post-graduate Community for the Development of Portugal, Chapel Hill-North Carolina, January Member, Organizing Committee of the conference Learning by Comparing US and European Experiences on Innovation and Competence Building", Oeiras-Portugal, June Member, Program Committee of the series of intl. conferences on Tech. Policy and Innovation (ICTPI): 4 th ICTPI, Curitiba-Brazil, August 2000; Learning and knowledge networks for development 3 rd ICTPI, Austin-Texas, 1-4 September 1999; Global Knowledge Partnerships: Creating Value for the 21st Century 2 nd ICTPI, Lisbon-Portugal, 3-5 August 1998; Knowledge for Inclusive Development 1 st ICTPI, Macao, 2-4 July 1997; 21st Century Opportunities and Challenges for Asian Science, Tech. and Innovation Policy Organizer, BEST short intensive course Advanced Techniques for Industrial Process Control, Scientific coordination: Prof. J. Miranda Lemos, DEEC-IST and INESC; IST, September 1992 Organizer, BEST short intensive course Design and Flight Testing of an Unmanned Aerial Vehicle, Scientific coordination: Prof. Vasco de Brederode, DEM-IST; IST, September 1993 Student government President, Executive Committee of PAPS (Portuguese-American Post-graduate Society), December 2000 January 2002 (member of the Executive Committee, Jan 2002 February 2003) President, BEST-IST (Board of European Students of Technology), an international organization of 35 leading engineering universities in 20 European countries. May May 1993 Vice-President, Assembly of Representatives of IST, the highest ruling body of IST. The VP is elected by the Faculty and student representatives. November November 1991 Visits to research universities Delegate to the following General Assemblies of the Board of European Students of Technology: X BEST General Assembly, Politechnika Warszawska, Poland, November 1993 IX BEST General Assembly, Slovak University of Technology, Slovak Republic, April 1993 VIII BEST General Assembly, Université de Liége, Belgium, November 1992 VII BEST General Assembly, Helsinki University of Technology, Finland, April 1992 University of Veszprem, Hungary, March 1994 Audit of the European Commission s TEMPUS Office. Imperial College of Science, Technology and Medicine, London, UK, May 1995 Campus visit to conduct research on Current Developments in Higher Education Institutions. Massachusetts Institute of Technology, Cambridge, Massachusetts, June 1995 Campus visit to conduct research on Current Developments in Higher Education Institutions. Pedro Oliveira, page 5
6 Cambridge University and SQW Consultants, Cambridge, UK, November, 1997 Discussion of the Cambridge Phenomenon. Recent awards SAP Fellowship, SAP AG (2003) Calouste Gulbenkian Foundation Scholarship for Doctoral Studies ( ) Luso-American Development Foundation Grant for Doctoral Studies (1999) Continuing education American Methods and Models for Transfer of Science and Technology, May 1997, Amsterdam, The Netherlands. Organized by the Association of University Technology Managers. AUTM Annual Meeting, February 1997, San Francisco. Organized by the Association of University Technology Managers. Management and Transfer of Technology, December, 1994, Lisbon, Portugal. Organized by the IC2 Institute, University of Texas at Austin. Quality in International Education, November 1994, London, UK. Organized by the European Association for International Education (EAIE). Research for European Liaison Officers, 29 September - 1 October 1994, Aveiro, Portugal. Organized by the National Agency for Scientific and Technological Research. Management of the Engineering Process, 3-16 September 1994, Stockholm, Sweden. Organized by the Royal Institute of Technology, Stockholm (KTH). Strategic Management, 28 April - 6 May 1994, Lisbon, Portugal. Organized by Fundetec. High Speed Marine Vehicles, August 1993, Trondheim, Norway. Organized by the University of Trondheim. Computer Aided Mechanical Project, March - August 1993, Lisbon, Portugal. Organized by the Mechanical Engineering Department of IST. Professional affiliations Academy of Management. Decision Sciences Institute (DSI). Institute for Operations Research and the Management Sciences (INFORMS). Portuguese Society of Operations Research (APDIO). Production and Operations Management Society (POMS). Pedro Oliveira, page 6
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