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Summary: Creating and Managing the Technology Portfolio

  • 1.  Summary: Creating and Managing the Technology Portfolio

    Posted 03-22-1999 15:36
    Colleagues,

    The Technology Transfer Society and the Product Development Management
    Association put on a joint conference in Austin in early March. At the
    suggestion of a member, the summary article is provided below.

    If you would care to republish the article within your organization, I will
    provide you a formatted Word 97 file. This article is under two pages long.
    I also have one-page and half-page versions. Also, if you feel this is
    appropriate for a journal, please share contact information.

    The Technology Transfer Society will hold it's Annual Meeting July 15-18 in
    St. Pete's Beach, Florida on Technology Transfer in the Next Millenium.

    Gary


    CREATING AND MANAGING THE TECHNOLOGY PORTFOLIO

    What is your true job? Science? Engineering? Management? Marketing? No.
    Not really.
    If you work in or around technology, your job is to add value by
    changing what is possible. To convert a portfolio of ideas into a portfolio
    of opportunities. To manage a portfolio of risks into a portfolio of
    profits.
    Not small tasks!
    Portfolio management was the topic of this year�s joint conference in
    Austin, March 4-6, jointly produced by the Technology Transfer Society (T2S)
    and the Product Development Management Association (PDMA).
    PDMA focuses on the theory and practice of new product development
    while serving functions from R&D through marketing across a range of
    vertical industries. T2S focuses on theory and methods by which designs,
    ideas, research, and innovations are moved from concept to higher levels of
    utilization. T2S serves individuals and organizations from industry,
    academia, and government.
    We came together to discuss portfolio management - how to handle
    multiple projects all targeting delivery of new or improved products that
    compete well in one or more markets. This topic is critical to the success
    of corporations everywhere.
    The diversity of speakers both broadened the scope and delved into details.
    Portfolio management turns out to be a much bigger topic than many of us
    imagined.

    PORTFOLIOS OF CHANGE
    I oversimplify here to create a mental picture. Imagine a value chain - the
    steps from initial concept to a product in use by end customers.
    At product level, we start the value chain with a portfolio of ideas
    and raw technologies plus the expertise to prove concepts. To complete the
    chain, we move an ever improving technology through a portfolio of
    development processes.
    Effective development is constantly in touch with customers. Engineers don�
    t drive good product development; customers do.
    At portfolio level, we manage a suite of products moving along a suite
    of value chains, each in different stages of development or redevelopment.
    We evaluate and control risks, ultimate value, and timing of the various
    projects. We listen to a whole portfolio of customers, as many as are
    served by our potential products.
    At business level, we deal with everything necessary to support a
    portfolio of developing products plus promotion, delivery, service, and
    support of finished products. This article focuses on the product side,
    including portfolios of sources of technologies, business strategies,
    alliances, and suppliers.
    At community level, we conceive of a technopolis, a technology-based
    city. This is a community with a compatible portfolio of technology
    companies sharing resources and supporting each other�s efforts.
    Portfolio management is what we make of it. Learning the range of
    viewpoints enriches our abilities to manage our own portfolios.

    THE FOUR LEVELS
    Product Level: Cole Dudley of the AM Fund is a venture capitalist
    specializing in start-up companies. He wants to get a single value chain
    started, then build a company around it. He funds several companies at a
    time, creating a portfolio.
    Hank Davis of NASA manages a portfolio of technologies available for
    license. He moves technologies out to industry, enabling new value chains
    or enhancing existing ones.
    Dudley and Davis face similar problems from different perspectives.
    They must evaluate options and choose the best. NASA wants to enhance
    American competitiveness, so Davis� team evaluates technologies for economic
    impact.
    Dudley creates wealth, so he looks for just the right product and company
    for a technology. Factors include low front-end costs, fast development
    cycles, and the potential to be a platform for a range of products.
    John Thompson of Lucent sees each value chain as a tightly linked
    series of technology transfers. Rather than manage product development as a
    portfolio of processes (research, development, design engineering, �),
    Thompson suggests managing a portfolio of technology movements.
    Thompson�s view enables true quality management of product development.
    The key is understanding that transfer is not delivery of a prototype to the
    next stage of the chain, but delivery of the ability to recreate the
    prototype in a new environment with new criteria for success.
    Product development is a portfolio of capabilities all managed to meet
    customer needs, at a profit, in a complex competitive environment.

    Portfolio Level: John Gibson of Landmark Graphics, a top-20 software
    company, found himself managing a portfolio of 28 products from acquired
    companies. His job was to integrate both the portfolio and the cultures.
    To integrate culture, he transferred people from group to group, got
    technology involved with distribution channels, and distributed R&D directly
    into product development. He moved the focus from products to customer
    solutions and the dialog from �what we do� to �what they need.�
    To combine portfolios, he raised integration to the level of a vision,
    a dream all could share. Landmark put all product development on one
    software platform with one data management framework and one market focus.
    Then he rationalized the diverse customer interfaces and training programs.
    Finally, he froze all development until Y2K had been solved, a process which
    simply could not have been done without an integrated product portfolio.
    Rob Beachy of Axiom Business Products points out that timing is
    crucial. Optimum timing matches product introduction with market readiness.
    To forecast the right timing, keep customers involved throughout
    development.
    Beachy invests relative to risks. Products new to the world are
    greater risks and harder to time than minor additions to existing product
    lines. When the stakes are high, find out in detail what customers wish
    for, how they choose between alternatives, and what it will take to get them
    to substitute a new product for what they use now.

    Business Level: As we move from portfolio to business level, we become more
    strategic, looking beyond tasks to company performance.
    Tim Ruefli of the University of Texas asks us to think in terms of a
    portfolio of strategies. Very briefly:
    ? Technology: What is our core knowledge base?
    ? Corporate: Where do we fit?
    ? Business: How do we compete?
    ? Functional: How do we coordinate?
    ? Enterprise: How do we assure legitimacy? (Image)
    ? Cooperative: With whom do we form alliances?
    ? Hypercompetitive: How do we disrupt the market?
    ? Change: How do we manage it?
    Paul McClure of Xidex Corporation is an entrepreneur who says that
    �intrapreneurs� face similar issues. Growth takes a portfolio of skills and
    human factors applied over several stages of company evolution. He says
    that every business evolves from pre-commitment to new venture to expansion
    to professionalization, to maturity. Crises typically occur at each
    transition.
    Managers operate today�s business. Leaders prepare us for the next
    stage and push for transition. Think about that. Two distinct types of
    individuals, one optimizing the status quo, the other not satisfied, both
    working together to achieve corporate growth. Portfolios of products are
    managed within the context of a portfolio of business objectives.
    Sean Murphy of Motorola manages the interface with SEMATECH, a
    consortium of semiconductor companies working together for mutual benefit.
    He faces the dual problem of managing a portfolio of corporate
    relationships, then transferring a portfolio of technical advances back into
    his company.
    Collaboration isn�t easy when working with competitors. One key has
    been to create a shared vision on which all companies can align. They built
    a National Technology Roadmap projecting when critical technology will be
    required. This is strikingly similar to Gibson�s approach at Landmark.
    Frank Julian of SBM, Inc., carries collaboration a step further by
    asking, �What should suppliers be doing for us?� He drives productivity up
    by outsourcing specialized or repetitive tasks to a portfolio of suppliers.

    The Community Level: David Gibson of the IC2 Institute in Austin talked
    broadly on technology transfer and knowledge diffusion. Let me focus here
    on one of his side points.
    A technopolis enables creation of wealth just as surely as a good
    com-pany does. A combination of education, large companies, emerging
    companies, supportive government, networking, infrastructure, visionaries,
    and quality of life combine to enhance what companies or even industries can
    accomplish.
    At this level, our portfolio can�t be managed; it must be led. That
    may be the best lesson of this conference.

    A PORTFOLIO OF PORTFOLIOS
    This conference caused us to think at four levels: product, portfolio,
    business, community. Each impacts the other; each includes its own
    sub-portfolios of resources and processes.
    To think about one part without the others is just as short sighted as
    de-veloping products without constantly listening to the voice of the
    customer.
    Our job isn�t to perform tasks. We have larger roles. My contribution
    to this diverse dialog is to remind us all that we need to play six core
    roles: Be a conscious agent of change. Add value every day. Satisfy
    customer needs better than any alternative. Lead the company toward
    success. Be a solution and develop new solutions. Generate opportunities.
    If we play these roles in the management of our own portfolios, we will
    be true competitors that generate wealth for our companies.
    _________________
    The Scientist-Marketer, Dr. Gary Lundquist works with high-tech companies to
    increase market impact and with technical professionals to enhance careers.
    303-840-9929, garyl@market-engineering.com