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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




       Towards an Ontology and
      Modeling Approach for Service
                Science
                                        Geert Poels
                                    Griet Van Der Vurst
                                       Elisah Lemey

Faculty of Economics and Business Administration
Department of Management Information and Operations Management                                    7 February, 2013
Motivation (1/2)

 Service Science
        The ‘service system’ is the main abstraction of the service
         economy studied in SSMED
             • Focal concept = value co-creation
        Interdisciplinary field searching for shared conceptualization
             • Theoretical framework = service-dominant logic + systems theories
             • Call for shared vocabularies and models (+ modeling means)
               (= scientific contribution intended by our research)
             • How can models help SSMED?
               (= practical relevance of our research)
                    – Power of visualization
                    – Power of analysis

Faculty of Economics and Business Administration
Department of Management Information and Operations Management                 2
Motivation (2/2)

 Systems modeling is research topic in IS
        Large class of service systems are enterprises. Enterprises
         are systems.
        Capitalize on enterprise modeling knowledge in IS
             • Business models – Conceptual Modeling, Requirements Engineering
                    – E.g., business model canvas, goal models, value models, capability
                      models
             • Enterprise (architectural) models – Enterprise
               Architecture/Engineering, Business Process/Workflow Modeling,
               Data/Database Modeling, Software Engineering/Model-driven
               Engineering, …


Faculty of Economics and Business Administration
Department of Management Information and Operations Management                             3
Purpose (1/4)

  Starting point: Service System Worldview (Spohrer)

                                                                  Informed by SDL and systems
                                                                            theories



• Entity                       • Value proposition based interaction
• Resource                     • Governance mechanism based interaction
• Access Right                 • Outcome
• Ecology                      • Measure
• Interaction                  • Stakeholder

 Faculty of Economics and Business Administration
 Department of Management Information and Operations Management                                 4
Purpose (2/4)

 Problem statement
        How to go from an initial vocabulary to talk about service
         systems to a useful modeling instrument for describing and
         designing service systems?
          • theoretical basis unclear (definitions?, internal
            consistency?, sharedness?, ..)
          • merely a list of concepts – what about relationships and
            rules/axioms that hold for these relationships? (domain
            structure?)



Faculty of Economics and Business Administration
Department of Management Information and Operations Management     5
Purpose (3/4)
                                                                  Current
                                                                 research
 Research objectives
        Clarify theoretical basis of concepts
        Represent concepts in a conceptual model that also
         identifies the domain structure
        Transform conceptual model, which is basically a graphical
         model, into a domain ontology for service systems (with
         formal, precise semantics and ability to use ontological
         tools)
        Define a meta-model of a service system modeling
         language based on the ontology


Faculty of Economics and Business Administration
Department of Management Information and Operations Management              6
Purpose (4/4)

        Select/develop a concrete syntax (notation) for the meta-
         model
        Develop a method (and possibly tool support) for applying
         the modeling language to real service system modeling
         situations
        Explore applications for service system design,
         engineering, and management




Faculty of Economics and Business Administration
Department of Management Information and Operations Management       7
Method
                                                                  Current
                                                                 research
 Research activities/steps
        Literature review of conceptual frameworks and theories
         in service-related disciplines (and beyond)
        Conceptual design
        Conceptual modeling
        Ontology engineering
        Meta-modeling and language development
        Method engineering
        Tool development
        Application and evaluation

Faculty of Economics and Business Administration
Department of Management Information and Operations Management              8
Theoretical analysis

                                  Service                              DEFINITION
                                 Dominant                                  OF
                                   Logic                               CONCEPTS?
           System                                           Service
          Theoretic                                         Quality
           Model                                             Gap
                                                            Model      RELEVANCE
                                  Service                                  OF
                                  Systems                              CONCEPTS?
                                 Worldview
          Service
         Ontology                                         Unified
         based on                                         Service
          DOLCE                                           Theory
                                                                      COMPLETENESS
                                  Work
                                 System                               OF CONCEPTS?
                                 Method

Faculty of Economics and Business Administration
Department of Management Information and Operations Management                       9
Results (1/4)

 Clarification of theoretical grounding of service
  system worldview
        w.r.t. relevancy
             • Three common foundational concepts:
                    – service system entity
                    – interaction
                    – stakeholder perspectives provider and consumer
             • Other foundational concepts all supported by at least one
               theory
             • No foundational concepts rejected by any of the theories



Faculty of Economics and Business Administration
Department of Management Information and Operations Management             10
Results (2/4)

        w.r.t. completeness
             • Service system worldview allows different interpretations to
               co-exist
                    – Service as co-production versus service as co-creation
                      => implications for the nature of involvement of customer
                      resources, the definition of focal resource and access rights
                    – Service within the service system or between service systems
                      => implications for the definition of entity and ecology
                    – Service as a process, as an outcome (or even the only
                      outcome), as a commitment
                      => indicates the need to explicitly define service
                    – Mutuality within the service or in the economic exchange of
                      services
                      => indicates the need for a service exchange model
Faculty of Economics and Business Administration
Department of Management Information and Operations Management                    11
Results (3/4)

        w.r.t. definitions
             • As Service Science studies value co-creation phenomena, our
               conceptual design introduced service as an eleventh foundational
               concept
                    – Service is the favourable, intended outcome of interactions between
                      service system entities. This favourable, intended outcome is mutual
                      value co-creation.
                    – Mutual value co-creation results from a (successful) service process,
                      in which at least two service system entities (in the roles of consumer
                      and provider) participate.




Faculty of Economics and Business Administration
Department of Management Information and Operations Management                             12
Results (4/4)

 Conceptual model
        Theoretical analysis/conceptual design identified
             • Relationships between foundational concepts
                    – E.g., focal resource is a physical or non-physical resource with rights
                      (i.e., operant resource in SDL)
             • Axioms/rules that apply to these relationships
                    – E.g., at least two service system entities participate in a service
                      (i.e., resources of both consumer and provider are involved).
        Graphical representation using UML (class diagram)
             • Shows the structure of the service system domain




Faculty of Economics and Business Administration
Department of Management Information and Operations Management                                  13
believe that the graphical model system conceptual model the service
                        Service already helps in better understanding
system worldview as it shows how different concepts (should) relate to each other.
Therefore, we will explain the service system conceptualization on which the
ontology is based via the graphical conceptual model that we developed.




                           Fig. 2. Service system conceptual model

    The diagram is overlaid with four coloured areas that further categorize the service
system of Economics and mainly in function of their relationship with the service process, as
   Faculty concepts, Business Administration
modelled inManagement Information and Operations Management model [reference hidden for reviewers
   Department of
                 our ISPAR-based service process                                             14

- will be added in case of paper acceptance]. Core concepts are those that play a role
Discussion

 Contribution so far
        Graphical conceptual model of service system worldview
             • Clarification of foundational concepts
             • Identification of domain structure
 Implications
        Helps development of formal service system ontology and
         service system modelling language
        Helps understanding service system worldview by adding
         structure to the set of foundational concepts
 Limitation
        Remaining definitional issues need to be clarified
        Evaluation
Faculty of Economics and Business Administration
Department of Management Information and Operations Management     15
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




                                Auxiliary slides
                                (from IESS 1.2 paper)




Faculty of Economics and Business Administration
Department of Management Information and Operations Management                                    7 February, 2013
Service Design Theory




Faculty of Economics and Business Administration
Department of Management Information and Operations Management   17
Results (6/6)                                                                                   Towards a Process Model for Service Systems   11




     Relationship ISPAR                                        SHORT PAPER 7

         and service system                                              service
believe that the graphical model already helps in better understanding the service
                                                                         process
         worldview
system worldview as it shows how different concepts (should) relate to each other.
Therefore, we will explain the service system conceptualization on which the
ontology is based via the graphical conceptual model that we developed.

                                                                               service




                                 Fig. 2. Service system conceptual model

   The diagram is overlaid with four coloured areas that further categorize the service
system concepts, mainly in function of their relationship with the service process, as
modelled in our ISPAR-based service process model [reference hidden for reviewers                        Fig. 5. EPC representation of service process model

- will be added in case of paper acceptance]. Core concepts are those that play a role case of dispute between two entities, the interaction will probably be regulated
                                                                                       In
   Faculty of Economics and Business Administration
throughout the entire service process. At least two service system entities participategoverning body like a mediation service or a court case. If the service system
                                                                                    by a
   Department of Management Information and Operations is service, which we define  do   not   succeed  in  resolvingdispute   provides   outcome  is   still  ‘service  not   
in interactions that create outcomes. The desired outcome Management
                                                                                    entities
                                                                                    successfully   ended’.   Resolving   the  
                                                                                                                                the  dispute,   the
                                                                                                                                                                   18
                                                                                                                                                    a   return path   to   the   ‘realize
as mutual value co-creation. Co-creation means that resources from all participating
Future research

 Compare with other process models, e.g., DEMO
  basic transaction pattern, Open-edi Business
  Transaction phase specification, ..
 Evaluate w.r.t. problems addressed by research
  objectives 1 – 2
        Clarity, faithfulness, completeness, ..
 Research objectives 3 – 7
        Ontology
        Modeling framework


Faculty of Economics and Business Administration
Department of Management Information and Operations Management   19
EPC representation of service process




Faculty of Economics and Business Administration
Department of Management Information and Operations Management        20
Faculty of Economics and Business Administration
Department of Management Information and Operations Management   21
Faculty of Economics and Business Administration
Department of Management Information and Operations Management   22
Demonstration: business lunch




Faculty of Economics and Business Administration
Department of Management Information and Operations Management   23
Demonstration: money investment




Faculty of Economics and Business Administration
Department of Management Information and Operations Management   24
Demonstration: on-line newspaper




Faculty of Economics and Business Administration
Department of Management Information and Operations Management   25

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Iess2013presentation

  • 1. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Towards an Ontology and Modeling Approach for Service Science Geert Poels Griet Van Der Vurst Elisah Lemey Faculty of Economics and Business Administration Department of Management Information and Operations Management 7 February, 2013
  • 2. Motivation (1/2)  Service Science  The ‘service system’ is the main abstraction of the service economy studied in SSMED • Focal concept = value co-creation  Interdisciplinary field searching for shared conceptualization • Theoretical framework = service-dominant logic + systems theories • Call for shared vocabularies and models (+ modeling means) (= scientific contribution intended by our research) • How can models help SSMED? (= practical relevance of our research) – Power of visualization – Power of analysis Faculty of Economics and Business Administration Department of Management Information and Operations Management 2
  • 3. Motivation (2/2)  Systems modeling is research topic in IS  Large class of service systems are enterprises. Enterprises are systems.  Capitalize on enterprise modeling knowledge in IS • Business models – Conceptual Modeling, Requirements Engineering – E.g., business model canvas, goal models, value models, capability models • Enterprise (architectural) models – Enterprise Architecture/Engineering, Business Process/Workflow Modeling, Data/Database Modeling, Software Engineering/Model-driven Engineering, … Faculty of Economics and Business Administration Department of Management Information and Operations Management 3
  • 4. Purpose (1/4)  Starting point: Service System Worldview (Spohrer) Informed by SDL and systems theories • Entity • Value proposition based interaction • Resource • Governance mechanism based interaction • Access Right • Outcome • Ecology • Measure • Interaction • Stakeholder Faculty of Economics and Business Administration Department of Management Information and Operations Management 4
  • 5. Purpose (2/4)  Problem statement  How to go from an initial vocabulary to talk about service systems to a useful modeling instrument for describing and designing service systems? • theoretical basis unclear (definitions?, internal consistency?, sharedness?, ..) • merely a list of concepts – what about relationships and rules/axioms that hold for these relationships? (domain structure?) Faculty of Economics and Business Administration Department of Management Information and Operations Management 5
  • 6. Purpose (3/4) Current research  Research objectives  Clarify theoretical basis of concepts  Represent concepts in a conceptual model that also identifies the domain structure  Transform conceptual model, which is basically a graphical model, into a domain ontology for service systems (with formal, precise semantics and ability to use ontological tools)  Define a meta-model of a service system modeling language based on the ontology Faculty of Economics and Business Administration Department of Management Information and Operations Management 6
  • 7. Purpose (4/4)  Select/develop a concrete syntax (notation) for the meta- model  Develop a method (and possibly tool support) for applying the modeling language to real service system modeling situations  Explore applications for service system design, engineering, and management Faculty of Economics and Business Administration Department of Management Information and Operations Management 7
  • 8. Method Current research  Research activities/steps  Literature review of conceptual frameworks and theories in service-related disciplines (and beyond)  Conceptual design  Conceptual modeling  Ontology engineering  Meta-modeling and language development  Method engineering  Tool development  Application and evaluation Faculty of Economics and Business Administration Department of Management Information and Operations Management 8
  • 9. Theoretical analysis Service DEFINITION Dominant OF Logic CONCEPTS? System Service Theoretic Quality Model Gap Model RELEVANCE Service OF Systems CONCEPTS? Worldview Service Ontology Unified based on Service DOLCE Theory COMPLETENESS Work System OF CONCEPTS? Method Faculty of Economics and Business Administration Department of Management Information and Operations Management 9
  • 10. Results (1/4)  Clarification of theoretical grounding of service system worldview  w.r.t. relevancy • Three common foundational concepts: – service system entity – interaction – stakeholder perspectives provider and consumer • Other foundational concepts all supported by at least one theory • No foundational concepts rejected by any of the theories Faculty of Economics and Business Administration Department of Management Information and Operations Management 10
  • 11. Results (2/4)  w.r.t. completeness • Service system worldview allows different interpretations to co-exist – Service as co-production versus service as co-creation => implications for the nature of involvement of customer resources, the definition of focal resource and access rights – Service within the service system or between service systems => implications for the definition of entity and ecology – Service as a process, as an outcome (or even the only outcome), as a commitment => indicates the need to explicitly define service – Mutuality within the service or in the economic exchange of services => indicates the need for a service exchange model Faculty of Economics and Business Administration Department of Management Information and Operations Management 11
  • 12. Results (3/4)  w.r.t. definitions • As Service Science studies value co-creation phenomena, our conceptual design introduced service as an eleventh foundational concept – Service is the favourable, intended outcome of interactions between service system entities. This favourable, intended outcome is mutual value co-creation. – Mutual value co-creation results from a (successful) service process, in which at least two service system entities (in the roles of consumer and provider) participate. Faculty of Economics and Business Administration Department of Management Information and Operations Management 12
  • 13. Results (4/4)  Conceptual model  Theoretical analysis/conceptual design identified • Relationships between foundational concepts – E.g., focal resource is a physical or non-physical resource with rights (i.e., operant resource in SDL) • Axioms/rules that apply to these relationships – E.g., at least two service system entities participate in a service (i.e., resources of both consumer and provider are involved).  Graphical representation using UML (class diagram) • Shows the structure of the service system domain Faculty of Economics and Business Administration Department of Management Information and Operations Management 13
  • 14. believe that the graphical model system conceptual model the service Service already helps in better understanding system worldview as it shows how different concepts (should) relate to each other. Therefore, we will explain the service system conceptualization on which the ontology is based via the graphical conceptual model that we developed. Fig. 2. Service system conceptual model The diagram is overlaid with four coloured areas that further categorize the service system of Economics and mainly in function of their relationship with the service process, as Faculty concepts, Business Administration modelled inManagement Information and Operations Management model [reference hidden for reviewers Department of our ISPAR-based service process 14 - will be added in case of paper acceptance]. Core concepts are those that play a role
  • 15. Discussion  Contribution so far  Graphical conceptual model of service system worldview • Clarification of foundational concepts • Identification of domain structure  Implications  Helps development of formal service system ontology and service system modelling language  Helps understanding service system worldview by adding structure to the set of foundational concepts  Limitation  Remaining definitional issues need to be clarified  Evaluation Faculty of Economics and Business Administration Department of Management Information and Operations Management 15
  • 16. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Auxiliary slides (from IESS 1.2 paper) Faculty of Economics and Business Administration Department of Management Information and Operations Management 7 February, 2013
  • 17. Service Design Theory Faculty of Economics and Business Administration Department of Management Information and Operations Management 17
  • 18. Results (6/6) Towards a Process Model for Service Systems 11  Relationship ISPAR SHORT PAPER 7 and service system service believe that the graphical model already helps in better understanding the service process worldview system worldview as it shows how different concepts (should) relate to each other. Therefore, we will explain the service system conceptualization on which the ontology is based via the graphical conceptual model that we developed. service Fig. 2. Service system conceptual model The diagram is overlaid with four coloured areas that further categorize the service system concepts, mainly in function of their relationship with the service process, as modelled in our ISPAR-based service process model [reference hidden for reviewers Fig. 5. EPC representation of service process model - will be added in case of paper acceptance]. Core concepts are those that play a role case of dispute between two entities, the interaction will probably be regulated In Faculty of Economics and Business Administration throughout the entire service process. At least two service system entities participategoverning body like a mediation service or a court case. If the service system by a Department of Management Information and Operations is service, which we define  do   not   succeed  in  resolvingdispute   provides   outcome  is   still  ‘service  not    in interactions that create outcomes. The desired outcome Management entities successfully   ended’.   Resolving   the    the  dispute,   the 18 a   return path   to   the   ‘realize as mutual value co-creation. Co-creation means that resources from all participating
  • 19. Future research  Compare with other process models, e.g., DEMO basic transaction pattern, Open-edi Business Transaction phase specification, ..  Evaluate w.r.t. problems addressed by research objectives 1 – 2  Clarity, faithfulness, completeness, ..  Research objectives 3 – 7  Ontology  Modeling framework Faculty of Economics and Business Administration Department of Management Information and Operations Management 19
  • 20. EPC representation of service process Faculty of Economics and Business Administration Department of Management Information and Operations Management 20
  • 21. Faculty of Economics and Business Administration Department of Management Information and Operations Management 21
  • 22. Faculty of Economics and Business Administration Department of Management Information and Operations Management 22
  • 23. Demonstration: business lunch Faculty of Economics and Business Administration Department of Management Information and Operations Management 23
  • 24. Demonstration: money investment Faculty of Economics and Business Administration Department of Management Information and Operations Management 24
  • 25. Demonstration: on-line newspaper Faculty of Economics and Business Administration Department of Management Information and Operations Management 25