Advanced Information and Knowledge Processing

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Advanced Information and Knowledge Processing Series Editors Professor Lakhmi Jain Lakhmi.jain@unisa.edu.au Professor Xindong Wu xwu@cems.uvm.edu For further volumes: http://www.springer.com/series/4738

Nikolay Mehandjiev Paul Grefen Editors Dynamic Business Process Formation for Instant Virtual Enterprises 123

Editors Nikolay Mehandjiev Manchester Business School University of Manchester Booth Street W. Manchester M15 6PB United Kingdom n.mehandjiev@manchester.ac.uk Assistant Editors Dr Iain Duncan Stalker Senior Lecturer in Mechanical, Manufacturing and Design Engineering School of Science and Engineering Teesside University Middlesbrough Tees Valley TS1 3BA UK i.stalker@tees.ac.uk Paul Grefen Information Systems Group School of Industrial Engineering Eindhoven University of Technology P.O. Box 513 5600 MB Eindhoven Netherlands p.w.p.j.grefen@tue.nl Rik Eshuis School of Industrial Engineering Eindhoven University of Technology P.O. Box 513 5600 MB Eindhoven Netherlands h.eshuis@tue.nl AI&KP ISSN 1610-3947 ISBN 978-1-84882-690-8 e-isbn 978-1-84882-691-5 DOI 10.1007/978-1-84882-691-5 Springer London Dordrecht Heidelberg New York British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library Library of Congress Control Number: 2010920085 Springer-Verlag London Limited 2010 Apart from any fair dealing for the purposes of research or private study, or criticism or review, as permitted under the Copyright, Designs and Patents Act 1988, this publication may only be reproduced, stored or transmitted, in any form or by any means, with the prior permission in writing of the publishers, or in the case of reprographic reproduction in accordance with the terms of licenses issued by the Copyright Licensing Agency. Enquiries concerning reproduction outside those terms should be sent to the publishers. The use of registered names, trademarks, etc., in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant laws and regulations and therefore free for general use. The publisher makes no representation, express or implied, with regard to the accuracy of the information contained in this book and cannot accept any legal responsibility or liability for any errors or omissions that may be made. Printed on acid-free paper Springer is part of Springer Science+Business Media (www.springer.com)

Preface This book is devoted to automated support for the establishment and operation of a new kind of business organization, the process-oriented instant virtual enterprise (IVE). This new organization type brings a combination of business dynamism and explicit business process structure to domains where on-the-fly formation of wellorganized business networks is required to deal with the complexity of new products or services under high time pressure. We use the automotive domain as our main example, but the approach presented is well applicable to many other domains (as we argue in the last chapter of this book). In writing this book, the results of the CrossWork IST project have been used as a basis. These results have been extended and generalized, however, to provide a broader view on the subject area. Consequently, the book reflects more general developments in the use of advanced information technology in support of highly dynamic organization structures in modern day industrial supply chains and business service networks. To further underline the broad view of this book, we have included a number of invited case studies from other projects to complement our view. A number of industrial and academic authors have contributed to this book. To obtain a well-structured presentation with a homogeneous style, the contributions were planned and edited by a small team from two of the partners in the project. As a result, we can present a balanced amalgamation of research-oriented and application-oriented elements. The subject matter of this book covers both business and technical aspects of instant virtual enterprises. The contents have been organized into five parts: Part I. Introduction provides a general introduction to the context in which IVEs are needed and to the CrossWork project as a basis for addressing this need. Part II. Business, Organization and Architecture discusses how IVEs are managed and supported from business, organization and information system architecture perspectives. Part III. CrossWork Technology provides a detailed elaboration of the information technology required for IVE support, based on the design of the architecture discussed in Part II. v

vi Preface Part IV. Case Studies gives an overview of the IVE case studies elaborated in the CrossWork project, as well as the invited case studies from related research efforts. Part V. Conclusion concludes the book by emphasizing its main points and providing a look into the future and broader application context of IVEs. Based on the organization of the parts, the book can be read in different ways depending on the interest of the reader. This is illustrated by the figure below, which serves as a route-map through the book. Technology Business Part One Part Two Part Three Part Four Part Five These are the four main routes through the book s contents: Readers mainly interested in the business side of the field are advised to concentrate on Parts I, II, IV and V. Readers mainly interested in the technology side of the field are advised to concentrate on Parts I III and V. Readers that only want a high-level introduction into the subject area can limit themselves to Parts I and V. Obviously, readers who desire a complete introduction into the IVE field and the CrossWork project are warm-heartedly invited to read the entire book. Manchester, UK, and Eindhoven, Netherlands, 2009 Nikolay Mehandjiev Paul Grefen

Contents Part I Introduction 1 Introduction... 3 Nikolay Mehandjiev, Paul Grefen, and Santi Ristol 2 Towards New Frontiers: CrossWork... 13 Nikolay Mehandjiev, Alexander Haemmerle, Paul Grefen, and Santi Ristol Part II Business, Organization and Architecture 3 Business Aspect... 27 Nikolay Mehandjiev, Paul Grefen, Kurt Fessl, Wolfgang Bittner, and Santi Ristol 4 Organization Aspect... 39 Paul Grefen and Nikolay Mehandjiev 5 Architecture Aspect... 49 Paul Grefen, Rik Eshuis, Iain Duncan Stalker, and Georgios Kouvas Part III CrossWork Technology 6 Goal Decomposition and Team Formation... 71 Iain Duncan Stalker and Martin Carpenter 7 Business Process Composition... 93 Rik Eshuis and Alex Norta 8 Business Process Enactment... 113 Georgios Kouvas, Paul Grefen, and Ana Juan 9 The User Perspective... 133 Stefan Oppl, Peter Peherstorfer, and Christian Stary vii

viii Contents 10 Domain Knowledge Integration... 151 Iain Duncan Stalker, Martin Carpenter, Nikolay Mehandjiev, Ali Owrak, and Georg Weichhart Part IV Case Studies 11 Automotive Industry Case Studies... 171 Kurt Fessl, Martin Carpenter, Stefan Oppl, Peter Peherstorfer, Wolfgang Bittner, Ali Owrak, Nikolay Mehandjiev, and Christian Stary 12 Comparable Approaches to IVE... 199 Nikolay Mehandjiev, Hamideh Afsarmanesh, Luis M. Camarinha-Matos, Lea Kutvonen, and Alex Norta Part V Conclusion 13 Conclusion... 245 Paul Grefen, Nikolay Mehandjiev, Georg Weichhart, and Kurt Fessl 14 Outlook... 253 Paul Grefen, Rik Eshuis, and Alex Norta Index... 265

Contributors Hamideh Afsarmanesh University of Amsterdam, Amsterdam, The Netherlands, h.afsarmanesh@uva.nl Wolfgang Bittner Automotive Solutions GmbH, Steyr-Gleink, Austria, w.bittner@automotive-solutions.at Luis M. Camarinha-Matos New University of Lisbon, Lisbon, Portugal, cam@uninova.pt Martin Carpenter University of Manchester, Manchester, UK, m.carpenter@manchester.ac.uk Rik Eshuis Eindhoven University of Technology, Eindhoven, The Netherlands, h.eshuis@tue.nl Kurt Fessl Automotive Solutions GmbH, Steyr-Gleink, Austria, k.fessl@automotive-solutions.at Paul Grefen Eindhoven University of Technology, Eindhoven, The Netherlands, p.w.p.j.grefen@tue.nl Alexander Haemmerle Profactor, Steyr-Gleink, Austria, alexander.haemmerle@profactor.at Ana Juan Atos Origin, Barcelona, Spain, ana.juan@atosresearch.eu Georgios Kouvas Exodus, Athens, Greece, gkou@exodus.gr Lea Kutvonen University of Helsinki, Helsinki, Finland, lea.kutvonen@cs.helsinki.fi Nikolay Mehandjiev University of Manchester, Manchester, UK, n.mehandjiev@manchester.ac.uk Alex Norta University of Helsinki, Helsinki, Finland, alex.norta@cs.helsinki.fi Stefan Oppl Johannes Kepler University Linz, Linz, Austria, stefan.oppl@jku.at Ali Owrak University of Manchester, Manchester, UK, ali@owrak.com ix

x Contributors Peter Peherstorfer Johannes Kepler University Linz, Linz, Austria, p.peherstorfer@gmx.at Santi Ristol Atos Origin, Barcelona, Spain, santi.ristol@atosresearch.eu Iain Duncan Stalker University of Teesside, Middlesbrough, UK, i.stalker@tees.ac.uk Christian Stary Johannes Kepler University Linz, Linz, Austria, christian.stary@jku.at Georg Weichhart Johannes Kepler University Linz, Linz, Austria, georg.weichhart@jku.at