FP7 ICT STREP Project
Deliverable D9.7
Learn PAd Exploitation Plan –
Final Iteration
http://www.learnpad.eu
Project Number
:
FP7-619583
Project Title
:
Learn PAd
Model Based Social Learning for Public
Administrations
Deliverable Number
:
D9.7
Title of Deliverable
:
Learn PAd Exploitation Plan – Final Iteration
Nature of Deliverable
:
Report
Dissemination level
:
Confidential
Licence
:
Confidential to Learn PAd
Version
:
4.1
Contractual Delivery Date
:
31 Oct 2016
Actual Delivery Date
:
27 Oct. 2016
Contributing WP
:
WP9 – Dissemination and Exploitation
Editor(s)
:
Tomas Skersys (NME)
Author(s)
:
Antonia Bertolino (CNR), Caleb James DeLisle
(XWIKI), Nesat Efendioglu (BOC), Alfonso Pierantonio
(UDA), Barbara Re (UNICAM), Andrea Sergiacomi
(MAR), Darius Silingas (NME), Barbara Thonssen
(FHNW), Sarah Zribi (LIN)
Reviewer(s)
:
Antonia Bertolino (CNR), Nesat Efendioglu (BOC),
Darius Silingas (NME)
Abstract
This document presents main items of the Learn PAd exploitation plan and other relevant
aspects, such as market size estimates and identification of competitive advantage. The
main goal of this report is to show how Learn PAd partners intend to exploit the project
outcomes to obtain effective impact.
Keywords list
Collaborative exploitation approach, exploitation item, exploitation plan, exploitation
strategy, individual exploitation plan, technology readiness level (TRL), typical Learn PAd
user, early Learn PAd adopter.
Document History
Version
Phase
Author(s)
Suggested ToC
Darius Silingas
1.0
Draft
Tomas Skersys, Darius Silingas
2.0
Consolidation for Review Version
Tomas Skersys, Darius Silingas, all
contributing co-authors
3.0
Candidate
Tomas Skersys, Darius Silingas, all
contributing co-authors
3.1
Candidate Final Release
Tomas Skersys
4.0
Final Submission
Tomas Skersys
4.1
Reformatting issues
Antonia Bertolino
-
Document Review
Release
Date
Reviewers
ToC
Aug. 15, 2016
All contributing co-authors
Draft
Sept. 1, 2016
All contributing co-authors
Internal
Antonia Bertolino (CNR)
Candidate
Sept. 30,
2016
Oct. 14, 2016
Final
Oct 21, 2016
Nesat Efendioglu (BOC), Antonia Bertolino
(CNR)
Darius Silingas (NME)
Glossary, acronyms & abbreviations
Item
BOC
BPM
CNR
EC
EI
FHNW
KPI
LIN
MAR
NME
OMG
OSS
PA
R&D
STREP
UDA
UNICAM
WP
XWIKI
TRL
Description
BOC Asset Management GmbH
Business Process Management
Consiglio Nazionale delle Ricerche
European Commission
Exploitation Item
University of Applied Sciences and Arts Northwestern Switzerland
Key Performance Indicator
LINAGORA GSO
Regione Marche
No Magic Europe
Object Management Group
Open Source Software
Public Administration
Research and Development
Specific Targeted Research Project
University of L’Aquila
University of Camerino
Work package
XWiki SAS
Technology Readiness Level
Table of Contents
1. Introduction .............................................................................................................. 8
1.1. Purpose of the Report ............................................................................................ 8
1.2. Structure of the Report ........................................................................................... 8
2. Value Proposition and Business Use Cases ......................................................... 9
3. Target Market Assessment .................................................................................... 11
3.1. Profile of a Typical Learn PAd User ..................................................................... 11
3.2. Profile of an Early Adopter of Learn Pad .............................................................. 11
3.3. Estimation of the Market Size ............................................................................... 12
4. Competitive Advantage and TRL Assessment .................................................... 14
5. Collaborative Exploitation: Approach and Business Model ............................... 16
5.1. Approach of Incremental and Adaptive Deployment of Learn PAd Solution ......... 16
5.2. Business Model of Collaborative Exploitation ....................................................... 19
5.3. Shared Exploitation Items .................................................................................... 20
6. Individual Exploitation Plans ................................................................................ 22
7. Sustainability .......................................................................................................... 29
8. Conclusions ............................................................................................................ 31
Appendix 1. TRL Assessment of Learn PAd Software Exploitation Items .............. 33
Appendix 2. Licensing of Learn PAd Software Exploitation Items ........................... 37
Appendix 3. Memorandum of Understanding ............................................................ 39
Table of Figures
Figure 1. Learn PAd Platform components with defined TRLs ....................................... 14
Figure 2. Recommended process of adopting Learn PAd solution in organization ........ 16
Figure 3. Increment of the Learn PAd adoption process ................................................ 18
Table of Tables
Table 1. Business use cases and scenarios of applying Learn PAd solution ................... 9
Table 2. Learn PAd adoption phases with focus components and main business
opportunities ............................................................................................................ 20
Table 3. Shared Exploitation Items of Learn PAd ........................................................... 21
Table 4. Impact metrics and expected impact objectives for 5 and 10 years.................. 30
1. Introduction
1.1. Purpose of the Report
The main goal of Learn PAd project was to develop a novel solution (an approach and
software supporting the approach) for organizational learning based on business
processes. While it has a huge potential, preparing a solid exploitation strategy and
executing it is the key to maximize the impact of the project. The main purpose of this
report is to present main aspects of such Learn PAd exploitation strategy:




Target Market Assessment – profiles of a typical Learn PAd customer and early
adopter of the Learn PAd solution, and also a preliminary market size estimation;
Collaborative Exploitation Approach – a high-level Learn PAd promotion &
exploitation process with emphasis on lead generation and exploitation activities
identifying performer roles, and exploitation items to be used in these activities;
Individual Contributions to Exploitation – expected individual partner contributions
to the collaborative exploitation process, their performed roles, supervised
exploitation items and additional individual exploitation intentions;
Sustainability – certain premises for the sustainability of the Learn PAd solution
based on collaborative project partners’ efforts.
1.2. Structure of the Report
The report is organized as follows: definition of a value proposition and business use
cases are presented in Chapter 2; market analysis, which includes profiles of a typical
Learn PAd user and early Learn PAd adopter, and also estimation of market size are
presented in Chapter 3; Chapter 4 provides assessment of Learn PAd Platform and
identifies its competitive advantage; a collaborative exploitation plan, which emphasizes
the process of incremental and adaptive deployment of Learn PAd solution, is presented
in Chapter 5; the following Chapter 6 presents individual exploitation plans that reflect
Learn PAd partners’ interests to exploit various aspects of the archived Learn PAd
outcomes; Chapter 7 provides certain argumentation about the sustainability of Learn PAd
solution; Chapter 8 finalizes the report by providing a brief summary and conclusions.
2.
Value Proposition and Business Use Cases
The main value proposition of Learn PAd solution is defined as follows:
For large public administration organizations that need to improve their services delivered
via complex processes, Learn PAd is a model-based e-learning platform that enables
organizational evolution by collaborative knowledge management focused on business
processes and their continuous improvement.
In Learn PAd approach, we defined the five business use cases and scenarios of applying
Learn PAd solution (Table 1).
Table 1. Business use cases and scenarios of applying Learn PAd solution
Individual Training. Individual employees use Learn PAd for learning
or for accessing knowledge while performing a process.
“Mrs. Mayer starts work in the accounting department of a public authority. Although
she performed a similar task in her past job, the forms, procedures and tools are
different. Thanks to Learn PAd, she is practicing the processes on her own, and
consults experienced colleagues only from time to time, with a collection of concrete
and contextualized questions supported by intuitive tools. The interaction with
experts becomes more efficient.”
Organizational Evolution. All organization is using Learn PAd for
accessing knowledge while performing processes and they use as a
foundation for enhancing knowledge.
“A new regulation requires a different procedure on invoicing for public
administration. Although the whole team is working together for several years, the
new regulation requires a change within the department. The whole department
needs to be educated to perform the invoicing correctly from the date when the new
regulation becomes effective onwards.”
Support and Reflection. All organization is using Learn PAd for
accessing knowledge about processes, which includes Key
Performance Indicators (KPI) providing measurable assessment of
process quality and thus facilitates process improvement culture.
“One department has intensive contact with citizens. Although the team is highly
experienced in the procedures, every team member is fully committed and produces
a high throughput, citizen complaints are increasing. Obviously minor errors are
emerging and contributing to an unnecessary poor impression of their work. Hence,
the team should be reminded carefully of the original, agreed upon and correct
procedures.”
Process Optimization and Improvement. All organization is using
Learn PAd for analysing processes, identifying their problems and
implementing process improvements.
“Mrs. Johnson performs the final check before financial figures are reported.
Although the process of collecting the information is well understood and
performed, the final check often identifies unnecessary errors. This causes
annoying correction of figures across the whole process. Mrs. Johnson proposes
to perform additional checks at earlier stages. Although this is more time
consuming, errors can be reduced and hence the total process time – including
annoying corrections – is reduced.”
Citizen Transparency. Organization’s business process knowledge
is shared with citizens to enable a better understanding of their role
in the processes and include citizens in collaborative knowledge
management and process improvement activities.
“Mr. Smith is a successful businessman and regularly interacts with a public
administration. It seems that information he provides is always incomplete
although he uses the defined forms and some queries put to him seem to have no
relation to his particular case. He simulates the process within the learning suite
and now understands which decisions are important, and what type of relevant
information is required. The next time he highlights relevant information.
Surprisingly, no further information was necessary.”
A more detailed Learn representation of the business use cases and other relevant
material is provided in the Learn PAd whitepaper (D9.4).
While all the aforementioned business use cases are relevant, Learn PAd exploitation
strategy and initial activities are mainly focused on the business use case of
Organizational Evolution since the business use case of Individual Training is not
significant enough to invest the effort and funds needed to adopt Learn PAd approach in
large PA organizations; in its turn, all other business use cases should be built on top of
the already deployed infrastructure required by the Organizational Evolution.
3.
Target Market Assessment
This chapter defines main elements of the target market assessment: profile of a typical
Learn PAd customer, profile of an early adopter, and approximate market size estimation.
3.1. Profile of a Typical Learn PAd User
Typical user of Learn PAd is a large organization, which can be defined by the following
set of characteristics:
• It is a public administration (PAd) organization;
•
It has 500-1000 or 1000+ employees;
•
Its organizational structure, management model, and therefore the processes
themselves show properties of a distributed system;
•
It deals with complex intra- and inter- organizational processes;
•
It has high requirements for transparency of processes and decisions;
•
It is under pressure to deliver services faster, better, and cheaper.
Overview of national PAd bodies showed that most of the main national PAd bodies (on
the state, as well as municipality level) conform to most of the aforementioned
characteristics. In this regard, one can list the following PAd bodies from each Learn PAd
partner country (or EU member state on a wider scale): ministries, municipalities of larger
cities or regions, and specialized functional organizations such as data registries, tax
administration, labour inspection, court, police, etc. Also, it must be underlined that Learn
PAd can be adopted in organizations that are non-typical users.
3.2. Profile of an Early Adopter of Learn Pad
One of the main tasks of the early stages of Learn PAd exploitation strategy is to give the
solution initial impulse, so that it could then evolve to a matured platform thanks to a
collaborative effort from all Learn PAd partners working with actual customers in real-world
environment. To make this happen, so-called early adopters of Learn PAd have to be
identified and approached. We developed a generic profile of such early adopter, which
meets at least one of the following characteristics:
• It extensively uses BPM approach and seeks to use its models as a knowledge
base;
•
It extensively uses e-learning technology and is willing to align it with its processes
and organizational architecture;
•
It is undergoing organizational transformation that requires process management;
•
It has, or must have, its processes standardized due to legislation.
3.3. Estimation of the Market Size
Even though we see all EU member states (plus, other well-developed Western Europe
countries, such as Switzerland and Norway) as a potential market for the adoption of
Learn PAd, our primary target is the Learn PAd partner countries: Austria, France, Italy,
Lithuania, and Switzerland. Some potential could be seen in other European countries as
well; however, the chances of success are much lower due to the fact that those countries
typically do not have a matured culture of transparency and information sharing (changing
this perception is a long-term political challenge, which is out of the scope of Learn PAd
research project).
To see the approximate market size for Learn PAd, we analysed certain statistical data
about Lithuania (as a country with the smallest population among all Learn PAd partner
countries) and Italy (as a country with around 20 times as much population as Lithuania,
and large segmentation of Public Sector).
National Context: Lithuania. According to the data provided by the Civil Service
Department of Lithuania on July 2016, there were 11 PAd bodies accounting 500-1000
employees, and 3 PAd bodies with more than 1000 employees. According to one of the
reports provided by the Ministry of the Interior of the Republic of Lithuania, in 2014, there
were a total number of 4370 Public Sector organizations with over 376 000 employees in
Lithuania.
During more in-depth analysis, we have also identified the following largest public service
bodies with assigned PAd functions, which fall under the definition of a typical Learn PAd
user: Centre of Registers, Collegiate Council of the Prosecutor’s Office, State Tax
Inspectorate, Office of the Seimas of the Republic of Lithuania, National Land Service,
National Paying Agency, State Labour Inspectorate, State Social Insurance Fund Board
(SODRA), Public Security Service, State Boarder Guard Service, Lithuanian Labour
Exchange, Customs Department, Police Department, and also Municipality
Administrations of the two largest cities of Lithuania, namely, Vilnius and Kaunas.
The majority of the aforementioned institutions were consulted by the Learn PAd partner
NME on various aspects of BPM or best modeling practices in general; at the moment of
writing this report, to some of those organizations NME still proves active business
services.
National Context: Italy. According to the Ministry of Economy and Finance, in 2014, there
were 137 PAd bodies accounting 500-1000 employees, and 365 PA bodies with more than
1000 employees in Italy. “Survey on Public Institutions” (provided by ISTAT in 2011)
indicated a number of over 2 840 000 people employed in Public Administration sector in
Italy.
Our previous rough estimates, which were based on the initial assessment of Learn PAd
partner countries, showed an average number of 100 Public Administration organizations
per country corresponding to the profile of a typical Learn PAd customer. Thus, the
potential market size for the exploitation of Learn PAd is around 3.000 PA bodies (counting
the 28 EU member states, plus, Switzerland and Norway). We estimate that ~1% from this
number of PAd organizations, which is ~30, could get particularly interested in adopting
Learn PAd. Then, the expectation was a 10% lead conversion ratio, which gives us 3
Public Administration organizations committed to adopt Learn PAd. Our more in-depth
analysis of the selected partner countries showed that such expectations have a firm
ground.
To successfully realize collaborative exploitation plans of the Learn PAd project, all
partners (especially, NME, BOC, LIN, XWIKI) will utilize their customer bases to directly
promote Learn PAd approach. NME and BOC modelling platforms are used by a number
of different PA organizations on European (e.g. European Parliament), national, and
regional levels; in its turn, open source software provided by LIN and XWIKI are widely
used by French PAs.
While concrete customer organizations cannot be disclosed, the total Learn PAd partners’
customer base includes ~100 Public Administration organizations that correspond to the
profile of a typical Learn PAd customer and could become candidates for early adoption of
Lean PAd. Such expectations are strengthened by the fact that those organizations are
already using technology and/or services provided by Learn PAd partners, therefore,
adopting Learn PAd could be accepted as an incremental improvement rather than a
major innovation.
Finally, it is important to note that, while Learn PAd is primarily addressing Public
Administration, it can also be applied in any large organization in public sector, private
business, etc., where business processes are treated as essential artifacts of knowledge
management and organizational learning. In the scope of Learn PAd project, only PA
market is addressed directly; however, the project partners may also address other
industry sectors with Learn PAd-based or Learn PAd-inspired approaches and software
offerings.
4.
Competitive Advantage and TRL Assessment
Learn PAd solution is unique in its combination of model-based, e-learning, and Wiki, or
knowledge management, techniques and supporting technologies. In order to assess and
fully comprehend the competitive advantage of the Learn PAd solution, we have analysed
a number of e-learning platforms (Blackboard and Moodle), modeling platforms (such as
Enterprise Architect from Sparx, as well as our partners’ products MagicDraw and ADOxx),
and business process management systems (such as Camunda and Bizagi platforms).
Unlike other e-learning platforms, Learn PAd solution is model-based and enables
knowledge co-creation. Unlike other modeling platforms and business process
management systems, Learn PAd integrates multiple model kinds and provides
capabilities for organizational learning and knowledge quality assessment. Such
integration of capabilities should be considered as the main innovation delivered by Learn
PAd.
One of the particularities of the Learn PAd software platform is that it is composed of a
number of fluently integrated components. Each of these components were developed
during the project or provided as a background technology by project partners. The
components were developed by different partners and had different roles in the overall
project activities. Therefore, the technology readiness levels (TRLs1) for these components
are different as depicted in Figure 1. More details about the assessment of TRLs of the
Learn PAd exploitation items are provided in Appendix 1. TRL Assessment of Learn PAd
Software Exploitation Items
Figure 1. Learn PAd Platform components with defined TRLs
1
The technology readiness levels are estimated using Horizon 2020 recommended schema:
http://ec.europa.eu/research/participants/data/ref/h2020/wp/2014_2015/annexes/h2020-wp1415-annex-g-trl_en.pdf
It should be underlined that in order to be deployed and applied in practice, most of the
Learn PAd software components need to be further developed and tailored for the needs
of specific organization. Therefore, Learn PAd project suggests an incremental and
adaptive exploitation process, which is described in Chapter 5.
Depending on the particular deployment of Learn PAd platform and a use case, for which
it will be used, some components may be omitted from the particular applications of Learn
PAd solution. However, there is a set of components that are mandatory as they form the
core of Learn PAd solution (see “Must Have” column in Appendix 1). Note that some
stand-alone components, such as modeling environments provided by BOC and NME or
collaborative environment provided by XWIKI, are already mature software systems that
are widely used in actual business applications, which means they already have the
highest TRL 9; nevertheless, their integration with Learn PAd platform requires further
tuning resulting in the overall TRL of 6 points. Other components have different
technology readiness levels ranging from TRL 3 to TRL 6 depending on their role in the
Learn PAd demonstrators and dedication to adopt their provided capabilities in the early
Learn PAd exploitation initiatives.
5.
Collaborative Exploitation: Approach and Business Model
Sustaining Learn PAd solution after the project is finished requires a collaborative
exploitation effort, which would enable Learn PAd partners to continue collaborating both
in transforming quality leads to Learn PAd exploitation opportunities and for generating
more quality leads from organizations in PA and other domains. In order to reach such
goal, one has to properly assess some challenges specific to Learn PAd exploitation:
 In most cases, adopting the Learn PAd approach will require rather significant
organizational changes, which will take time due to a need to involve political,
strategic and operative decision making levels;

As a STREP instrument, Learn PAd produced a software platform, which is of
technical readiness level suitable for concept demonstration. However, its
deployment in practice would require further improvements in usability and tailoring
for specific organizations.
Learn PAd consortium has developed a collaborative Learn PAd exploitation plan, which
deals with the aforementioned challenges and provides means for successful exploitation
of Learn PAd solution after finishing the project. Next subsections of this chapter present
different aspects of this exploitation plan.
5.1. Approach of Incremental and Adaptive Deployment of Learn PAd
Solution
Learn PAd approach is based on integration of the following disciplines:
 Business Process Management,

Collaborative Knowledge Management,

Organizational Learning.
Learn PAd innovation is realized through the integration of various components from these
disciplines, thus utilizing much greater benefits compared to adopting these disciplines
separately. However, adopting Learn PAd approach implies a large cultural change that
requires significant organizational transformations. As a result, any effort to rapidly
implement the whole Learn PAd solution all at once in a typical PA organization would be
a guaranteed failure. Also, one should always keep in mind that the situation in each PA
organization is unique, thus Learn PAd solution must be properly tailored to suit the needs
of that particular organization.
Figure 2. Recommended process of adopting Learn PAd solution in organization
Figure 2 presents a recommended process of adopting Learn PAd solution in organization.
Note that the process is represented for a single quality lead, which means it will be
repeated for each quality lead resulting from Learn PAd dissemination or other relevant
activities.
The developed process promotes starting the deployment of Learn PAd solution by
establishing Business Process Management practices and creating business process
specifications using Learn PAd modeling environment. It is recognized that the Learn PAd
metamodel serves as a good starting point; however, it may need to be tailored for the use
in a specific PA organization, e.g. a PA organization may focus on procedural process
definitions in BPMN and neglect a capability for case-based process definitions in CMMN.
Also, it may require adding additional concepts to the metamodel such as business rules
and decision tables (supported by DMN standard), or enhancing process models with
additional attributes such as process audit information.
After the Learn PAd metamodel is tailored for the needs of a specific PA organization, it will
take some time to learn modeling notations and best practices to establish a solid
foundation for model-based business process specification. Based on experience of NME,
which has a number of projects with PA organizations on establishing process modeling
practices, this activity takes at least a year in local PA organizations and may take much
longer in large international PA organizations. For this starting phase, the only needed
component of Learn PAd platform is Modeling Environment, which can be provided by NME
(Cameo Business Modeler) or BOC (ADOxx). Alternatively, other platforms with modeling
capabilities (e.g. ARIS, Bizagi, Signavio), which are currently used by the specific PA
organization, might be tailored to support Learn PAd metamodel and integration with Learn
PAd platform.
The next phase is the adoption of collaborative Knowledge Management, which is built
on the foundation of models provided by Learn PAd. The collaborative work involves a large
number of people and requires much support for quality management. Inevitably, this phase
will require using Learn PAd Core Platform and its components of Collaborative Workspace,
Model Transformer, Model Verification, and Content Analysis. Again, tailoring these
components will be necessary due to specific needs of the specific organization, including
localization requirements, e.g. Content Analysis component is using natural language
processing and requires significant adjustments to support different languages (e.g.
Lithuanian, German, French or Italian). Learn PAd partners estimate that this phase should
also take at least a year and may take much longer in large international PA organizations,
especially if multilingual support is needed.
When a collaborative knowledge management infrastructure and practices are established,
a PA organization may focus on Organizational Learning through managing learning
sessions, collecting and sharing key performance indicators (KPIs) for individual learning,
knowledge base usage, knowledge maturation, and process performance. It can also
provide their employees with process simulation capabilities to learn about the most
complex processes and deploy ontologies to provide automated recommendations. This
phase will require adding into use the following Learn PAd components: Learning Session
Manager, Simulation Environment, Dashboard KPI, and Ontology Recommender. As in the
previous phases, tailoring the platform will be necessary. In fact, in this phase the tailoring
will require both significant business consulting (e.g. for selecting appropriate KPIs to drive
correct organizational behaviour and creating incentive to use knowledge base and
contribute new contents) and technical work (e.g. preparing data sets for process
simulations). Therefore this phase will also take at least a year and typically will be more
effort-intensive compared to the first two phases.
Figure 3 presents a standardized increment of the recommended business process of Learn
PAd adoption presented in Figure 2, which means that each of the core sub-processes from
that business process can be performed following the same procedure. It should be noted
that this process increment remains the same as described in D9.3.
Figure 3. Increment of the Learn PAd adoption process
The process increment starts with Assessing Needs of the specific organization; this
activity should result in Needs Report and a decision whether to continue exploitation
process or cancel it, because the needs cannot be fulfilled. Exploitation Leader is the
process role, which is responsible for this task. In case the decision is to continue
exploitation process, the Exploitation Leader will assign responsible partners based on
Needs Report, background of the customer, and leader’s interactions with partners.
Unless there is no interest in exploitation due to specific factors (e.g. a high-risk of the
potential customer or lack of resources from key partners), the further task is to Build
Proof of Concept (PoC), which is performed by partner(s) assigned to roles of
Deployment Leader, responsible for the overall system, and Technical Consultant,
responsible for a specific software component. For example, there may be a case that
XWIKI plays the role of Deployment Leader while BOC and LIN are acting as Technical
Consultants taking special care of tuning and integrating Modeling Environment and
Simulation Environment within the Learn PAd Platform.
The next task is to Assess Proof of Concept, which involves all the roles, including also
Business Consultant who is a key advisor for implementing Learn PAd in the actual
working environment and dealing with organizational change challenges.
Unless the proof of concept is rejected, the process continues with a task to Adopt Learn
PAd in Pilot Initiative, when a smaller scale project to deploy Learn PAd software and
approach in a small fragment of organization is being carried out.
Similar to PoC, the next task will be to Assess Pilot Initiative and decide whether it is
time to Institutionalize Learn PAd as a standard approach in that organization. It is likely
that there will be a number of iterations of pilot initiatives to polish the solution or there may
also be major concerns that would lead the whole project back to Build Proof of Concept
activity. If Learn PAd is institutionalized as a standard approach, we can state that Learn
PAd was successfully exploited.
Note that the activities of collaborative Learn PAd exploitation process will require various
shared Learn PAd exploitation items (Chapter 5.3). However, the most important role will
be played by the specific components of Learn PAd software, which were presented in
Chapter 4.
5.2. Business Model of Collaborative Exploitation
The business model for the collaborative exploitation of Learn PAd platform is based on
the concept of a virtual enterprise2, which is a network of partner organizations specializing
in particular areas and working together to build a complete solution for a client. Since
Learn PAd platform includes multiple components that were developed by different
partners of Learn PAd consortium, the knowledge and skills for enhancing and tailoring
Learn PAd platform are distributed among consortium partners (Table 2). Thus it is
essential that consortium partners continue collaboration beyond the end of the project. To
certify this, all Learn PAd partners signed Memorandum of Understanding, in which they
declared their interest to continue engagements in certain Learn PAd exploitation
activities, identified their roles and provided contact persons. The full text of Memorandum
of Understanding is provided in Appendix 3. Memorandum of Understanding. Obviously,
further exploitation activities will require financial support, which will be received through
charges for modeling environment licenses and professional services for integrating open
2
https://en.wikipedia.org/wiki/Virtual_enterprise
source components and training/consulting on various aspects of Learn PAd approach
(modeling notations, best practices, KPI design, realizing organizational transformations,
etc.). These charges will be received from clients, i.e. PA organizations willing to
implement and deploy Learn PAd approach. This may require specially arranged
national/international projects and other relevant initiatives to ensure availability of funds.
The business model will work through BPM consultancy as a starting point, which will be
typically initiated by NME, BOC, or a newly established organization for consulting in
Italian PA sector and their associated business partners. While Learn PAd implementation
and deployment will always be incremental and adaptive according to the needs of a
particular organization, the partners with expertise on a particular increment focus
technologies and/or practices will be getting involved.
Table 2. Learn PAd adoption phases with focus components and main business opportunities
Learn PAd Adoption
Phase
Learn PAd Platform
Components
Business Opportunities
1. Business Process
Management
Modeling Environment
Learn PAd Metamodel
Selling commercial licenses
BPMN training/coaching
Metamodel tailoring
2. Collaborative
Knowledge Management
Learn PAd Platform
Collaborative Workspace
Model Verification
Content Analysis
Component integration and
tailoring services
Component localization services
3. Organizational
Learning
Learning Session Manager
Simulation Environment
Dashboard KPI
Ontology Recommender
Business consulting services
Component integration and
tailoring services
5.3. Shared Exploitation Items
Shared Learn PAd exploitation items are the ones that are used in the collaborative exploitation
activities (
Table 3). Of course, some of those items may be used in individual dissemination and/or
exploitation activities by any Learn PAd partner as well.
In
Table 3, the main shared exploitation items of Learn PAd are supplemented with short descriptions
and corresponding Learn PAd partner(s) responsible for each item.
Table 3. Shared Exploitation Items of Learn PAd
Exploitation Item
Respons
ible
Description
Learn PAd
Website
CNR
Learn PAd Website provides common information about
Learn PAd project. Web site provides short overview of
project, objectives, introduces with project members,
provide project resources with deliverables, publications
and software. Web site acknowledges Learn PAd project
and makes it accessible to wide audience.
Learn PAd
Software
All
partners
Term “Learn PAd Software” is a generic definition of a
set of Learn PAd software components. For each
exploitation project, Learn PAd software may consist of a
different set of software components.
Learn PAd
Metamodel
UDA
Learn PAd Metamodel captures the concepts that are
used to model process-centric business architecture
(process, motivation, organization structure,
measurement) in sufficient detail to be useful for
organizational learning.
Learn PAd
Technical White
Paper
XWIKI
Provides a technology-oriented overview of Learn PAd
that is targeted to readers from research and software
vendor communities with a goal to build interest in
adopting Learn PAd concepts in further research and
integrating technological components in external elearning, modelling and middleware software
applications.
Learn PAd
Business White
Paper
BOC
Business white paper describes how to improve the
performance and efficiency of business processes by
streamlining activities in daily work and interpreting the
business process not only as a sequence of actions to
achieve the organizational goal but also as a knowledge
platform of the organization. White paper provides five
scenarios to support business process oriented learning
in public administrations.
6.
Individual Exploitation Plans
This Chapter provides detailed individual exploitation plans declared individually by each
Learn PAd partner.
Consiglio Nazionale delle Ricerche (CNR)
CNR is the largest public research body in Italy. CNR mission includes, among others,
certain goals that are closely related to Learn PAd objectives, namely: to perform relevant
research in its own Institutes; to provide technologies and solutions addressing emerging
public and private needs; to advice Government and other public bodies on relevant
subjects; and to provide its input to the qualification of human resources. In particular, the
Learn PAd results will be exploited by the CNR group as follows:
 Continuing the research activity in adoption of model-based software technologies
in e-learning and use of Business Process Management Systems for knowledge
management. The researchers involved in Learn PAd intend to continue their
research in formal verification and linguistic quality evaluation of process-oriented elearning systems, and in model-based testing and monitoring approaches,
exploiting simulation of business processes.
 After the project completion, CNR intends to exploit the acquired reputation and
expertise in the following areas: on the European level, to enlarge its network of cooperations and to foster new related follow-up projects in Horizon 2020; on the
national level, to convince, provide guidance and consultancy to PA bodies willing
to explore Learn PAd applicability within their organizations.
 As above stated, CNR is committed to collaborate with PA bodies and to provide
technical and scientific support. Therefore, spreading and transferring Learn PAd
results to other PA bodies would perfectly fit within CNR mission.
 Finally, CNR has played the roles of Project Coordinator and Technical Leader in
Learn PAd project. After completing the project, CNR will continue its active
collaboration with the partners (based on the MOU document signed by all partners)
aiming towards the continuous maintenance and improvement of the Learn PAd
platform.
BOC Asset Management GmbH (BOC)
BOC’s individual exploitation plan is based on the generic two phase approach, where
 in the first phase, results from EU projects are transferred onto the Innovation shop,
 and then picked up by the software and service development department in the
second phase.
BOC follows so-called Innovation Shop approach, which is realised through
the “www.adoxx.org” research community portal, to overcome the challenges during
transferring project results into the product and services.
At the first phase, research and innovation results from Learn PAd are transferred in onto
the Innovation Shop, which mainly requires a separation of concerns to create generic and
reusable functional parts, and provide additional descriptions and demonstration samples,
to enable the re-use of the results by developers that do not have a Learn PAd context.
Those result are being distributed through the innovation shop “www.adoxx.org” and will
be freely available to the academic and research community for their teaching and
research purposes.
At the second phase prominent results will be incorporated into the software and service
development.
To this end, BOC performed and plans to perform following individual exploitation
activities:
 Public. The Learn PAd Modelling Environment, which is implemented on ADOxx
academic version, and documentation of modelling method is and will continue to
be available free to download and use to adoxx.org community for their teaching
and research purposes. This version full-fledged version that includes fully
implemented Learn PAd Meta-model, all functionalities and interaction logic to the
Learn PAd Core Platform
The Modelling Method Design Environment, which has been implemented on
ADOxx academic version for the requirement engineering activities and designing
Learn PAd Modelling Method, is and will continue to be available free to download
and use to adoxx.org community for their teaching and research purposes. It has
been used in two additional EU H2020 Projects “CloudSocket” and “OrbEEt” to
design their modelling method so far.
The solutions developed at Learn Pad Modelling Environment site, “People-likeview“, “Track Changes and Feedback Mechanisms”, “Model Verification”, etc.
project are provided form of standalone solution packages, so method engineers
can use, integrate or modify solutions according to their specific needs.
BOC will continue to support ADOxx.org community members who are interested in
using or further developing the Learn PAd Modelling Environment in the context of
the ADOxx.org community support.
 Within BOC. Regarding Learn PAd Modelling Environment, the implemented
solution will be evaluated as possible extension of BOC Product. Two solutions are
selected by product managers as candidate extensions so far.
The Learn PAd Public Administration Processes will be use as sample scenario to
demonstrate abilities of Learn PAd Modelling Environment to the BOC Product
Managers, eventually to possible candidates (data within the models will be
anonymized).
 Education and Research. Since BOC is in tight collaboration with University of
Vienna, the findings of Learn PAd will be provided as input to the relevant classes.
On the other hand, the findings of Learn PAd will be used as input and as an
application scenario within ADOxx.org Tutorials and ADOxx.org Trainings.
Also, Learn PAd results will be utilized to foster new follow-up projects related
technology-enhanced-learning and cross-domain projects at European level and
national level.
Linagora (LIN)
LIN’s main exploitation opportunities deal with the possibility of enhancing its open-source
software portfolio and increasing the awareness about its OpenPaaS (www.openpaas.org) Cloud-enabled collaborative platform. LIN’s particular individual exploitation
items are as follows:
 The OpenPaaS is jointly developed by Linagora and XWiki in the frame of a Frenchfunded research project led by LIN. Among the collaborative services provided by
the OpenPaaS platform, a BPMN 2.0 designer tool and run-time is under
development. The results of Learn PAd, in particular the simulator, will enrich the
OpenPaaS platform with added value services. Main customers base of LIN are
public administration bodies; half French ministries are using LIN’s OBM mailing


solution and our plan is to provide them with the OpenPaaS platform as a next
generation collaborative solution.
Also, LIN plans to continue its advanced reflexions, particularly with the French
group Berger Levrault, which is a key actor of the French Digital Public
Administration market. Berger Levrault is interested in Learn PAd results. LIN will
create a real opportunity with Berger Levrault to exploit a part of the Learn PAd
results within their software products.
Finally,
LIN will continue the work on integration of the Learn PAd results
within the European Project C2NET, which aims at the creation of cloud-enabled
tools for supporting the SMEs supply network optimization of manufacturing and
logistic assets based on collaborative demand, production and delivery plans. In
fact, C2NET will be designed to comprehensively cover the entire supply chain
considering all stages of manufacturing, distribution and sales to supply a product to
market. To this end, LIN will enrich the C2NET collaborative platform with a
workflow engine that integrates the Learn PAd simulator. This tool will be use to
orchestrate the negotiation plan when issues arise in nominal mode.
No Magic Europe (NME)
NME is a leader of WP9 Dissemination and Exploitation, thus it will play a proactive role in
leading collaborative exploitation activities as described in previous chapter. NME will
leverage its international partner network to involve Business Consultants who can
establish a longer term collaboration with public administration organizations on adopting
process management, Learn PAd approach and software platform in selected initiatives,
and eventually institutionalize Learn PAd approach in those organizations.
NME will also exploit Learn PAd approach individually using its own commercial software
and services offerings that are based on MagicDraw and Cameo modeling products and
Teamwork Cloud infrastructure as opposed to the Learn PAd software platform and its
associated components. NME plans to perform the following individual exploitation
activities:
 Release a closed source but free to use Cameo Business Modeler Analyst Edition
environment with a special plugin, which enables users to create models
corresponding to Learn PAd metamodel;
 Provide an open source plugin, which serves as a guiding example of integrating
MagicDraw / Cameo Business Modeler with Learn PAd platform based on a
minimal subset of BPMN elements;
 Offer commercial professional services to existing NME clients (both from public
administration and other domains) who are interested in implementing Learn PAd
approach and are willing to adopt a customized version of Learn PAd metamodel
and incrementally adopt Learn PAd platform and its associated components as
described in the Exploitation Plan;
 Directly work with active NME customers from European public administration
sector and consultants working with that sector. NME has already got 10+ clients
(public administrations and consultants working with public administrations) who are
interested in a Learn PAd approach, and is closely working with some of them on
the first phases of adopting it, which mainly focuses on teaching/consulting how to
capture organizational knowledge using business process models in BPMN and
sharing this knowledge within organization in a read-only form;



Build Learn PAd proof of concept (PoC) demonstrator within Object Management
Group (OMG) for managing knowledge about its standardisation processes and
enabling one to learn from that captured knowledge;
Apply various ideas of Learn PAd approach in sharing and managing knowledge
about NME professional services management and delivery processes. However,
NME will use its own modeling platform to achieve this goal;
Implement certain fragments of Learn PAd approach (integration of models and
Wiki-based collaborative knowledge management workspace, quality analysis of
models and textual contents, etc.) with NME technology stack (Cameo Business
Modeler + Cameo Collaborator + Teamwork Cloud).
As a result of Learn PAd, NME expects to get a deeper penetration into public
administration market and get revenues of 1M+ Euros from public administration sector for
product licenses and professional services within 5 years after Learn PAd project.
Marche Region (MAR)
With respect to its role in the Learn PAd project, MAR plans to perform the following
individual exploitation activities:
 Continue maintaining an active running instance of the Learn PAd solution and
state-of-the-art platform in its cloud data centre;
 Continue disseminating Learn PAd ideas and produced artifacts to the interested
practitioners, in particular within MAR itself and in the local public administrations
within Marche territory, and more generally to the Italian local public bodies with
similar organizational and operational profiles (such as Regions and autonomous
provinces of Italy or their corporative associations, such as CISIS and the “Italia
Mediana” protocol);
 Whenever required, share MAR’s experience and provide in-deep introductions to
individuals and organizations that are interested in the Learn PAd approach and
platform, supporting its understanding and adoption;
 Continue experimenting and testing the Learn PAd platform in the context of
analysed SUAP Business Processes, providing further feedback to Learn PAd
partners on possible improvements (both, on usability and effectiveness of this
development);
 Putting efforts to implement other MAR business processes in the Learn PAd
platform, and thus extending the already existing content in relation to other
relevant public procedures, and domain of regional interest and competence. Here,
help from other Learn PAd partners is expected according to their expertise.
University of Applied Sciences and Arts Northwestern Switzerland (FHNW)
As the FHNW has a fourfold service mandate, Learn PAd results are exploited in four
ways: in education (on Bachelor and Master levels), continuous education (MBA, CAS,
courses and seminars), consulting, and research.
The more detailed description of FHNW Individual Exploitation Plan is as follows:
 Education. Since FHNW is very strong in education, the approach investigated
within the Learn PAd project will flow into training. Particularly, in our Bachelor
program we will introduce the model-based approach, which we pursued in Learn
PAd, and how an ontological representation of the developed models can be
utilized for automation process, e.g. generating recommendations. In our Master
program, we will continue with research on model-driven engineering focussing on
ontology-based meta-model creation and model verification. Regarding continuous



education, our approach for workplace learning and assessment based on goalrelated KPIs will be taught to managers of public administrations. In particular, the
results of Learn PAd regarding the improvement of business processes based on
collaborative learning will influence the curricula of knowledge and information
management. Together with FHNW learning lab, Learn PAd findings of goaloriented learning will flow into the development of new ways of collaborative
learning. For example, collaborative simulation of business processes based on
closed cases is a promising way of workplace related learning.
Consulting. FHNW is a member of the Swiss Standardization Initiative (eCH), and
the results of Learn PAd were introduced to the Business Process Management
Working Group. The experiences made in Learn PAd will have certain influence in
standards, best practices, means and sample solutions for BPM in Public
Administrations, which the working group is currently working on.
FHNW’s Institute for Information Systems (IWI) is a consultancy and service
provider oriented towards SMEs and local authorities and thus, the results of the
Learn PAd project will flow into consultancy projects in the area of business process
management. Due to the digitalisation, continuous business process improvement
is highly relevant. Collaborative commenting on processes and the retrofitting
mechanism developed within the Learn PAd project can become a means to
supporting agility in such activities. Furthermore, approaches for personalized and
context-sensitive information provision and for individual prioritization of information
can significantly contribute to reducing the flood of information, which is what almost
all organisations suffer from.
Research. FHNW will continue the research on ontology-based meta-model
development within model-driven engineering discipline. We will aim at national
research projects to apply the approach for Swiss Public Administrations or to adapt
and apply it to SMEs.
University of Camerino (UNICAM)
Exploitation within UNICAM is twofold:
 Consulting activities within UNICAM, Public Administrations in the Marche Region
and also Companies;
 Extension of the curriculum of courses in Enterprise Information Systems.
UNICAM plans the following individual exploitation activities:
 Since UNICAM works closely with several Public Administrations and SME, we
have plans to act as a consultancy and service provider for those enterprises. Here,
we will try to exploit the Learn PAd approach and at least a subset of its software
components.
 UNICAM will aim at generating at least 5 new partners interested in Learn PAd
approach, and establishing at least 1 new project for building and demonstrating
how business process management can be used in organizational learning.
 In the master degree study programme on Computer Science, we teach Enterprise
Information Systems aiming at integrating management concepts and information
technology (IT). This results in a combination of expertise, which is a prerequisite to
successfully develop IT solutions and provide services for business. The results of
Learn PAd will influence the curricula with respect to modelling language improving
business processes based on collaborative learning.
Università degli Studi dell’Aquila (UDA)
The University of L’Aquila is a public teaching and research institution offering a full range
of academic programmes including engineering, computer science and education. In the
context of the Learn PAd project, the University of L’Aquila has been focussing on the
modelling aspects, which will be further investigated in forthcoming activities, in particular:
 The University of L’Aquila will continue researching about the application of modeldriven techniques in order to adopt more formal approaches in the specification and
management of business process models in the public administration. Future plans
include the possibility to structure a confederated open source repository for
process models in the Public Administration endowed with informative and
automated support. Models can be created by the community of contributors,
abstracted from those details referring to contextual information about the
contributing organisation, and re-instantiated for those organizations intending to
adopt them “off-the-shelf”. Being able to validate and assess the conformance (at
different levels of severity) of the instantiated models with respect to regulatory
constraints imposed by the lawmaker is considered of crucial relevance.
 The University of L’Aquila intends to convey to Public Administrations the expertise
gained in the Learn PAd project. Particularly, technical and scientific support will be
made available in order to enhance the accuracy, and effectiveness of process
modelling and consequent process enactment compliance in such organizations.
 Finally, the specific modelling approach adopted by the project will be illustrated
during courses at the master degree studies in order to demonstrate realistic use
cases where complex modeling techniques permitted higher degrees of automation
in model management.
XWiki SAS (XWIKI)
XWiki’s Individual Exploitation Plan consists of three aspects: 1) an exploitation of the
prototypes in full; 2) an exploitation of the individual technologies, which were developed
within the process of developing the prototypes, and 3) provide support for other parties in
the exploitation of Learn PAd and Learn PAd-based solutions.
 Whole Prototype Exploitation. For the exploitation of the whole prototype, XWiki's
process begins by offering service and support for customers, who want to use the
prototype and discussion with current and prospective customers about adoption of
the developed software. In order to control costs while bringing prototypes to
marketable products, XWiki uses an agile approach to stabilize and customize the
technology for the customer while the customer participates in usability testing and
specification of additional requirements. As the technology reaches increasing
adoption, polishing decreases and at some point the sales team and project
management team will designate this technology a "product", meaning that it no
longer needs customization and can be shipped to a customer without any
additional adoption.
 Individual Technology Exploitation. For exploitation of individual technological
assets developed within the project, these assets are identified and possible ways
to exploit them in existing XWiki products are discussed between the research team
and the product development team. Assets, which constitute processes or best
practices that have been tested within the project, may be adopted quickly by way
of some discussions across teams followed by a testing period and finally a
proposal to amend procedure. Identified software assets will be evaluated for
possible usage within a product and if they are deemed possibly useful they will

lead to a market evaluation and finally be developed into a XWiki Extension, which
can be offered through the XWiki.org app-store.
Exploitation Support. XWiki is committed to providing commercial support for
XWiki-based technologies such as the Learn PAd Collaborative Workspace,
therefore XWiki will offer user and developer support for the collaborative/wikirelated aspects of the Learn PAd platform for both consortium members and
outside organizations alike.
7.
Sustainability
In order to sustain Learn PAd platform, the Learn PAd consortium needs to continue
collaboration after the project ends. Learn PAd project members signed a Memorandum of
Understanding (Appendix 3. Memorandum of Understanding), where they committed
themselves to further supporting and developing Learn PAd software components and
providing their professional assistance in potential exploitation cases.
We distinguish three main, very closely interrelated, factors that will motivate the
consortium partners to continue collaborative activities beyond the end of Learn PAd
project, thus ensuring the sustainability of Learn PAd platform and its separate
components:
 business opportunities,
 socialization opportunities,
 scientific research opportunities.
Here, our argumentation is that in a long run the Learn PAd solution as a whole will be
sustainable only if there are sufficient business opportunities that generate revenue and/or
provide scientific research opportunities for Learn PAd partners on consortium and/or
individual partner levels; inevitably, social aspect will also play its crucial role from the
long-term perspective.
Business opportunities. After thorough consultations with all the Learn PAd partners, we
conclude with measurable impact objectives of expected 10 early adopters generating the
overall revenue of €1,000,000 in the initial 5 years after the project end, and 100 adopters
in the next 10 years with revenue of €5,000,000. It is clear that the first 5 years will be a
critical live-or-die timeframe for Learn PAd solution to prove its value in practice and
ensure its sustainability. In case of successful initial 5 years period, one could expect
sufficient growing of business opportunities to sustain and further evolve the Learn PAd
approach and its supporting software platform. However, the adoption of Learn PAd in
some very large PA organizations such as European Commission (EC) would be a great
and long-lasting success factor, which would ensure Learn PAd sustainability.
Socialization opportunities. Increasing number of Learn PAd adopters will give good
premises to forming and expanding an open community of Learn PAd users motivated to
share their knowledge with community members and/or at the same time learn and
acquire new knowledge from the growing Learn PAd knowledge base.
Another critical premise to forming a Learn PAd community is involving more and more
software developers motivated in developing new, and then sustaining the existing,
components for the Learn PAd platform. During the Learn PAd project, the Learn PAd
platform was mainly developed with ADOxx modeling platform, and MagicDraw modeling
platform was used as a demonstrator for developing a custom integration to support an
incremental adoption of Learn PAd approach with only a subset of Learn PAd metamodel
focused on fundamental BPMN. In the first 5 years these 2 tools will be the main choice of
the early adopters. However, a wide adoption of Learn PAd approach is not possible
without integrations with other modeling environments that are widely used in PA
organizations. Such need for integration will inevitably lead to the growth of community of
active contributors to Learn PAd open source software, which in its turn would further
increase the viability and visibility of Learn PAd platform. Let us not forget that the
architecture of the developed platform also allows integration of other functional
components further increasing the capabilities and range of application of Learn PAd
solution. We estimate that the number of developers actively participating in Learn PAd
open source software development will increase to at least 10 in 5 years after the end of
the project; correspondingly, in 10 years we would expect this number increased to at least
20.
In the ideal case scenario, active Learn PAd users and developers will form a selfsustaining and ever-evolving social body with the Learn PAd solution at its core.
Scientific research opportunities. Scientific research opportunities are yet another
strong motivator to sustain and further develop the Learn PAd solution – this is especially
true for the academic partners of the Learn PAd consortium. Academic partners have
already expressed their willingness to continue their R&D in the particular fields of their
expertise directly related to Learn PAd in their individual and collaborative exploitation
plans. The D9.6 report presented very good scientific publication results, which indicates
great opportunities to do actual R&D in this area. Growing Learn PAd community would
open even more opportunities and ways to do collaborative research with well-defined
practical application of the results. In its turn, solid scientific publications will further
increase the reputation and visibility of Learn PAd, thus potentially attracting new Learn
PAd users and business partners.
Table 4 presents a set of impact metrics and expected impact objectives for 5 and 10
years. As it was mentioned earlier, the first 5 years will be critical for the future of Learn
PAd platform; therefore, we see meeting the defined objectives for the first time period as
crucial. Note that these objectives may have different impact on each particular partner of
the consortium, e.g. for BOC or NME, the number of citations in published papers will not
have any direct impact; however, failing to reach estimated revenue may become a
serious issue. Therefore, the actual impact of reaching or failing to reach these objectives
should and will be assessed by each partner individually.
Table 4. Impact metrics and expected impact objectives for 5 and 10 years
Metric for Measuring Impact
Objective
5 Years
Objective
10 Years
Number of PA organizations adopting Learn PAd approach
and platform
10
100
Direct revenue from Learn PAd adoption services and software
licenses
€1,000,000 €5,000,000
Accumulated number of citations of published papers
presenting research on various aspects of Learn PAd
200
500
Developers actively participating in Learn PAd open source
software development
10
20
Number of modeling environments integrated with Learn PAd
platform
2
5
A potential impact of realizing and widely adopting Learn PAd innovation in Europe would
be transformation of its public administration organizations to be more knowledgeable,
continuously learning and improving their processes. This would enable faster, better and
cheaper public administration services for citizens and business.
8.
Conclusions
Deliverable D9.7 provides the report about the broader context of Learn PAd exploitation,
the approach and process of collaborative exploitation itself, and also expected individual
partners’ contribution to the exploitation process as well as their individual exploitation
plans.
Based on the report, the following conclusions can be drawn:
1. For large public administration organizations that need to improve their services
delivered via complex processes, Learn PAd is a model-based e-learning platform
that enables organizational evolution by collaborative knowledge management
focused on business processes and their continuous improvement.
2. Analysis of the target market showed a relatively large number of PA organizations
falling under the defined profiles of a typical user and early adopter of Learn PAd,
which in its turn indicates a high potential for Learn PAd adoption cases.
3. Main challenges for the successful exploitation of Learn PAd are as follows:
a. in most cases, adopting Learn PAd solution will require rather significant
organizational changes, which will take considerable amount of time and
need to involve political, strategical and decision making levels;
b. an integrated release of Learn PAd software components was issued at the
very end of the project, which in its turn determined a small amount of time
for transferring the focus from dissemination activities to the proactive leads
generation and exploitation mode.
4. Sustaining Learn PAd approach and software after the project is finished requires a
collaborative exploitation effort. The defined exploitation approach enables Learn
PAd partners to continue collaborating both in transforming quality leads to actual
Learn PAd exploitation projects and for generating more quality leads from
organizations in PA and other domains. One of the main features of the approach is
the incremental and adaptive deployment of Learn PAd solution, which enables one
to deal with the aforementioned challenges and move towards the successful
completion of one’s exploitation projects.
5. While Learn PAd emphasizes the collaborative exploitation process, the project
partners also have certain individual plans on how to exploit Learn PAd results:
a. NME and BOC who are providers of commercial modeling software expect
Learn PAd adopters to use their modeling solutions and also plan to
implement certain Learn PAd ideas and use certain Learn PAd components
in their provided technology stack.
b. Open source vendors XWIKI and LIN are planning to further enhance their
Learn PAd components, specifically business process simulation component
for learning purposes and knowledge management and collaboration
environment, and use them in their open source businesses models.
c. The academic partners of Learn PAd project aim to work further on a
research in Learn PAd domain and also use its ideas and software platform
for educational purposes. Some of them also plan to influence national PA
bodies to adopt Learn PAd and/or apply Learn PAd inside their
organizations.
d. MAR aims to continue adoption of Learn PAd and enhance its use for
describing other organization’s processes that were not in scope of Learn
PAd project demonstrator.
6. The signed Memorandum of Understanding gives good premises for the successful
continuation Learn PAd initiative and sustainability of the project results. Even
though the defined impact objectives may look ambitious, the partners’ consortium
strongly believes they can be met.
7. A potential impact of realizing and widely adopting Learn PAd innovation in Europe
would transform its public administration organizations to be more knowledgeable,
continuously learning and improving their processes. This would enable faster,
better and cheaper public administration services for citizens and business.
Appendix 1. TRL
Exploitation Items
Software
Exploitation
Item
Assessment
Must TRL Respon
Have
sible
of
Learn
PAd
Software
TRL Assessment Comment
Learn PAd
Core Platform
Yes
TRL
6
CNR,
UNICAM
The Learn PAd architecture has been designed as
modular as possible - the main functionality is
encapsulated in a pluggable component. The
objective of this approach is to be independent as
much as possible from the various technologies
implementing the high-level functionalities.
In this context, the Learn PAd Core Platform is the
main component of the Learn PAd architecture.
Specifically It provides the backbone for integrating
all the components providing actual functionalities.
The platform also supports interactions between
these components in order to make it easier to
integrate new tools as needed. The rationale
behind this choice is to encapsulate as much as
possible of the business logic of the Learn PAd
system inside its core, so that it will be easier to
integrate new components with the rest of the
platform.
Even though the component requires further testing
in real world operational environments, it has been
already successfully demonstrated in all the
scenarios that have been developed and deployed
during the project.
NME Modelling
Environment
Yes
TRL
4
NME
MagicDraw modeling system is one of the leading
commercial products, which is of TRL 9. However,
the developed Learn PAd plugin for MagicDraw is
assessed as TRL 6, which meets the planned level
of technical readiness in the project. Current
development allows one to create models defined
by Learn PAd metamodel, and also migrate the
essential process models to Learn PAd platform.
To reach higher levels of technical readiness, the
solution requires further testing in actual
operational environment and more tuning efforts.
More effort must be dedicated to the integration
components development and testing, as well as
feedback retrieval form the Learn PAd platform
back to MagicDraw native modeling environment.
BOC Modelling
Environment
Yes
TRL
6
BOC
BOC modelling toolkits are technology leaders on
the world-wide market of modelling tools in general
and in business process management tools in
particular. The world-wide community on
ADOxx.org is the largest modelling community with
more than 1.200 developers, 3.000 community
members and more than 23 developed and
packaged modelling toolkits. Hence, this
commercial and academic ecosystem is not only
TRL 9 but also world-wide leading.
The overall TRL of the Learn PAd prototype is set
to 6, but certain parts of the prototype (e.g. DMN)
had already been further used in the modeling
community and BOCs production line; therefore,
those parts could be already considered having
TRL 9. However, other parts of the Learn PAd
prototype are still on TRL 6 and will be lifted to
higher TRL on a case by case basis.
Collaborative
Workspace
Yes
TRL
6
XWIKI
The XWiki Platform represents a large portion of
the Learn PAd Collaborative Workspace
technology; so much of the technology is and has
been in production for over ten years. Amongst the
customizations and prototype results specific to the
Learn PAd project, testing and real-world
evaluation has been done in the context of the
Region Marche public administration offices. As the
Collaborative Workspace represents the first point
of entry for a user into the Learn PAd Core
Platform, we identify its testing and evaluation as
satisfactory and assign this component with TRL 6.
Dashboard KPI
Component
Yes
TRL
3
FHNW
The Dashboard KPI component allows capturing
KPI values from three sources (external data, user
activity log, and simulation) for individuals and
organisational units to measure the achievement of
their business and learning goals.
The component has been cooperatively developed
and constantly assessed by representatives of
Marche Region. Thus, every artefact of the
component (requirements, design and
implementation of goals, KPIs and relations
amongst entities as well as sources for, content of
and representation of the dashboard) has been
signed off by our business partner. To increase the
TRL, experimentation with a greater number of
testers over a sufficient period of time (since some
KPIs are measured over a stretch of 3 and more
months) and in different real world environments
should be performed.
Content
Analysis
Component
No
TRL
4
CNR
The Content Analysis component implements the
features for natural language content analysis. It
implements automated procedures to: verify that
the textual content describing tasks of a Business
Process (e.g., documents created in the
Collaborative Workspace) provides information that
is consistent with Business Process model itself;
automatically identify ambiguous sentences and
vague terms in natural language requirements;
estimate quantitative indexes concerning the
linguistic quality of the contents. The component
has been tested using the content provided by the
Learn PAd core platform.
Simulation
Environment
No
TRL
4
LIN
The Simulation component has been studied and
developed during the Learn PAd project. It is based
on reliable and proven technologies such as
Activiti. Tests have been carried out during the
project on the available data sets provided by the
corresponding Learn PAd partners.
Ontology
Recommender
No
TRL
5
FHNW
The Ontology Recommender component provides
context dependent recommendations for learners.
The component is based on three core features. (1)
Recommendations are based on the working
context of a user/learner. (2) The component
comprises a knowledge base repository consisting
of cases and a similarity based semantic case
retrieval mechanism. (3) The component allows
personalization, i.e. users/learners can indicate
their preferences (e.g. for contributions of a certain
expert).
Evaluation was done on the base of 12 closed
cases. In order to increase the higher TRL of the
component, the repository should contain many
more closed cases and recommendations should
be evaluated by a greater number of testers.
Model
Verification
Component
No
TRL
5
UNICAM
The Model Verification component currently permits
to check different structural properties of BP
models (e.g. deadlock, live lock). The component
has been tested using a number of models, for
which structural properties were already known. In
order to increase its TRL, the component needs to
be thoroughly tested with real models. Integration
with other components has not been tested in
much detail either. Another area for improvement is
non-functional properties that need to be assessed
more carefully in order to provide a component
available for the third party usage.
Model
Transformer
Component
Yes
TRL
5
UDA
The Model Transformer component is a tooling
chain that permits to bridge the various modeling
notations developed in the context of the Learn
PAd project. In particular, by means of such
component models created in the modeling
environment can be imported into the Learn PAd
Core Platform and automatically translated in the
necessary notation to build the XWiki Collaborative
Workspace. The model transformer component is a
crucial element of the overall tooling architecture
and as such we identify the testing and evaluation
as satisfactory for assigning this component with
TRL 5.
Appendix 2. Licensing of Learn PAd Software Exploitation
Items
Software
Exploitation
Item
License Type
Respon
sible
Contact Information
Learn PAd
Core
Platform
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
CNR,
UNICAM
Guglielmo De Angelis,
Address: Istituto di Scienza e
Tecnologie dell'Informazione
"Alessandro Faedo", Area della
Ricerca CNR di Pisa, Via G.
Moruzzi 1, 56124 PISA, Italy
E-mail:
[email protected]
Andrea Polini
Address: Computer Science
Division, School of Sciences and
Technologies, University of
Camerino. Via del Bastione, 1,
62032 Camerino (MC), ITALY.
Tel. +390737402563
E-mail: [email protected]
NME
Modelling
Environment
License agreement on
demand for commercial use,
free of charge for academic
use.
NME
Jovaldas Januskevicius
Address: Savanoriu av. 363, LT51480 Kaunas, Lithuania
Telephone: +370 37 324032
Fax: +370 37 320670
E-mail:
[email protected]
om
BOC
Modelling
Environment
License agreement on
demand for commercial use,
free of charge for academic
use.
BOC
Dr. Robert Woitsch
Address: Operngasse 20B,
1040 Vienna, Austria
Telephone: ++43-1-905 10 56-0
E-mail: [email protected]
Collaborative
Workspace
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
XWIKI
Caleb James DeLisle
Address: 35 rue Beaubourg
75003 Paris, FRANCE
Telephone: +33 (0)1 45 42 40 90
E-mail:
[email protected]
Dashboard K Open Source Licence. More
PI
details are provided on the
Component
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
FHNW
Barbara Thönssen, Knut
Hinkelmann
Address: Riggenbachstrasse 16,
4600 Olten, Switzerland
E-mail:
[email protected],
earnpad
[email protected]
Content
Analysis
Component
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
CNR
Alessio Ferrari, Giorgio O.
Spagnolo
Address: Istituto di Scienza e
Tecnologie dell'Informazione
"Alessandro Faedo", Area della
Ricerca CNR di Pisa, Via G.
Moruzzi 1, 56124 PISA, Italy
E-mail: [email protected],
[email protected]
Simulation
Environment
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
LIN,
CNR
Jean-Pierre Lorré,
Address: 75 Route de Revel
31400 Toulouse, France
Telephone: + 33 6 88 34 63 85
E-mail: [email protected]
Ontology
Recommend
er
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
FHNW
Barbara Thönssen, Knut
Hinkelmann
Address: Riggenbachstrasse 16,
4600 Olten, Switzerland
E-mail:
[email protected],
[email protected]
Model
Verification
Component
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
UNICAM
Barbara Re, Andrea Polini
Address: Computer Science
Division, School of Sciences and
Technologies, University of
Camerino. Via del Bastione, 1,
62032 Camerino (MC), ITALY.
Tel. +390737402563
E-mail: [email protected],
[email protected]
Model
Transformer
Component
Open Source Licence. More
details are provided on the
offical source-code repository
of the corresponding
component:
https://github.com/LearnPAd/l
earnpad
UDA
Alfonso Pierantonio
Address: DISIM - Università degli
Studi dell’Aquila, Via Vetoio 67100 L’Aquila, Italy
Telephone: +39 0862 433725
Fax: +39 0862 1960100
E-mail:
[email protected]
Antonello Calabrò,
Address: Istituto di Scienza e
Tecnologie dell'Informazione
"Alessandro Faedo", Area della
Ricerca CNR di Pisa, Via G.
Moruzzi 1, 56124 PISA, Italy
E-mail: [email protected]
Appendix 3. Memorandum of Understanding
This Memorandum of Understanding (MOU) is entered into by and among:
Consiglio Nazionale delle Ricerche (CNR),
BOC Asset Management (BOC),
Linagora (LIN),
No Magic Europe (NME),
Regione Marche (MAR),
University of Applied Sciences and Arts Northwestern Switzerland (FHNW),
University of Camerino (UNICAM),
University of L'Aquila (UDA),
and
XWiki SAS (XWIKI)
Background
The main goal of the project “Model-Based Social Learning for Public Administrations” (EU
FP7-ICT-2013-11/619583), further referred to as “Learn PAd”, was to build an innovative
organizational e-learning platform that would enable process-driven learning and foster
cooperation and knowledge-sharing within Public Administration organizations. In order to
ensure the sustainability, exploitation and further developments of the Learn PAd platform,
it is crucial that the Learn PAd partners continue their collaborative work beyond the
boundaries and timeframe of the project. Proactive partner collaboration was also
anticipated in the Learn PAd exploitation plan unanimously supported by all project
partners.
Purpose
This Memorandum of Understanding (MOU) sets the terms and understanding among
Learn PAd partners CNR, BOC, LIN, NME, MAR, FHNW, UNICAM, UDA, and XWIKI to
jointly sustain and exploit the results of this project after it’s finished.
Responsibilities
The aforementioned goal will be accomplished by undertaking activities listed below.
Consiglio Nazionale delle Ricerche agrees to:
 Keep alive and maintain the Learn PAd public web site at http://www.learnpad.eu/
for at least five more years.
 Continue developing research threads stemming from Learn PAd project and
produce further scientific publications.
 Continue developing the Questionnaire Manager for learning assessment.
 Continue disseminating Learn PAd ideas and produced artifacts to researchers and
practitioners in public administration and other domains.
BOC Asset Management agrees to:
 Continue the distribution of the Learn PAd modelling toolkit developed and provided
on ADOxx.org free of charge for academic and research purposes.
 Continue to support ADOxx.org community members who are interested in using or
further developing the Learn PAd modelling toolkits in the context of the ADOxx.org
community support.

Work out commercial offers for licenses and / or commercial development on
ADOxx on a bilateral and on-demand basis.
Linagora agrees to:
 Continue Learn PAd open-source outcomes exploitation through industrial
adoptions of Learn PAd results with some of our clients and in particularly with the
French Group Berger Levrault that works extensively with public
national/territorial/local administrations.
 Continue the already started work on integrating Learn Pad results within Open
PaaS, which is a reliable cloud-based social platform encouraging users’
collaboration and teamwork.
 Work on integration of the Learn PAd results (workflow part) within the European
Project C2NET, which aims at the creation of cloud-enabled tools for supporting the
SMEs supply network optimization of manufacturing and logistic assets based on
collaborative demand, production and delivery plans.
No Magic Europe agrees to:
 Continue disseminating Learn PAd ideas and produced artifacts to practitioners in
public administration and other domains.
 Provide introduction to people/organizations that are interested to Learn PAd
approach and Learn PAd platform supporting it.
 Offer commercial modeling environment (MagicDraw/Cameo Business Modeler) to
organizations initiating adoption of Learn PAd approach by modeling their business
processes and related enterprise knowledge.
 Offer commercial services (training, consulting, and custom development) for
assisting organizations in adopting business process modeling and/or Learn PAd
platform either directly or via associated partners’ network.
 Introduce clients to Learn PAd partners who could provide services for later phases
of Learn PAd adoption such as setting up collaborative workspace, ensuring quality
of model and text contents, deploying process simulation for learning purposes, etc.
Regione Marche agrees to:
 Continue disseminating Learn PAd ideas and produced artifacts to practitioners in
public administrations.
 Continue experimenting Learn PAd approach and platform in relation with SUAP or
other domains of regional interest and competence
 Provide introduction to people/organizations that are interested in Learn PAd
approach and Learn PAd platform supporting it.
University of Applied Sciences and Arts Northwestern Switzerland agrees to:
 Continue disseminating Learn PAd approach and artifacts, in particular related to
meta model development and application within the domain of workplace learning to
students in education and further education and practitioners within the context of
consultancy projects.
 Continue disseminating the Learn PAd approach for workplace related learning, in
particular with respect to assessing goal oriented learning performance based on
Key Performance Indicators.

Continue to support use of the Learn PAd ontology by maintaining and publishing it
under a Creative Commons Attribution-ShareAlike 3.0 Unported License available
for download: http://www.ikm-group.ch/archimeo .
University of Camerino agrees to:
 Continue to provide technical support on the model verification component to
potential adopters, as well as to Learn PAd partners willing to integrate the
component in their platforms.
 Continue disseminating Learn PAd ideas and produced artifacts to practitioners in
public administration and other domains.
University of L'Aquila agrees to:
 Keep on maintaining the research directions that originated in the project
concerning the Learn PAd family of metamodels and transformative architecture.
 Continue to provide the technical support on the transformation chains needed for
bridging the different notations used in the project.
 Continue to disseminate the Learn PAd ideas and results in the context of the
Italian Public Administration.
XWiki SAS agrees to:
 Offer commercial service, support and hosting of/for the Learn PAd Core Platform
and custom instances derived from the Learn PAd Core Platform.
 Offer commercial service and support for the Learn PAd Collaborative Workspace
component and its Web-based User Interface.
 Offer commercial developer support for the Learn PAd system architecture and
software build system and methodology described in D7.1.
Funding
This MOU is not a commitment of funds. Any financial obligations are a subject of separate
agreements among interested parties.
Duration
This MOU is at-will and may be modified by mutual consent of authorized officials from all
parties of this MOU. This MOU shall become effective upon signatures by the authorized
officials from all parties of this MOU and will remain in effect until modified or terminated by
any one of the partners by mutual consent.
Confidentiality
All parties to the memorandum of understanding agree to refrain from disclosure of any
confidential information which they have received from other parties.
Contact Information
Partner organization: Consiglio Nazionale delle Ricerche
Partner representative: Antonia Bertolino
Position: Research Director, ISTI-CNR
Address: via Moruzzi, 1, 56127 Pisa, Italy
Telephone: +39 050 3152914
Fax: +39 050 3152924
E-mail: [email protected]
Partner organization: BOC Asset Management
Partner representative: Dr. Robert Woitsch
Position: Managing Director
Address: Operngasse 20B 1140 Vienna, Austria
Telephone: +43-1-905 10 56
Fax: +43-1-905 10 56 3007
E-mail: [email protected]
Partner organization: Linagora
Partner representative: Jean-Pierre LORRÉ
Position: Director of Innovation
Address: 75 route de Revel, 31400 Toulouse, France
Telephone: +33 6 88 34 63 85
E-mail: [email protected]
Partner organization: No Magic Europe
Partner representative: Jovaldas Januskevicius
Position: Solutions Architect
Address: Savanoriu av. 363, LT-51480 Kaunas
Telephone: +370 37 324032
Fax: +370 37 320670
E-mail: [email protected]
Partner organization: Regione Marche
Partner representative: Andrea Sergiacomi
Position: Executive Officer ICT Department
Address: via Tiziano 44, 60125 Ancona (AN) Italy
Telephone: +39 071 806 3504
Fax: +39 071 806 3071
E-mail: [email protected]
Partner organization: University of Applied Sciences and Arts Northwestern
Switzerland
Partner representative: Ruedi Nützi
Position: Director School of Business
Address: Riggenbachstrasse 16, 4600 Olten, Switzerland
Telephone: +41 62 957 23 71
E-mail: [email protected]
Partner organization: University of Camerino
Partner representative: Flavio Corradini
Position: Rector
Address: Piazza Cavour, 19/F
Telephone: +39 0737 402563
Fax: +39 0737 402524
E-mail: [email protected]
Partner organization: University of L'Aquila
Partner representative: Paola Inverardi
Position: Rector
Address: Via Giovanni di Vincenzo, 16/B
Telephone: +39 0862 432030
Fax: +39 0862 432033
E-mail: [email protected]
Partner organization: XWiki SAS
Partner representative: Caleb James DeLisle
Position: Leader of Research Team
Address: 35 rue Beaubourg
Telephone: +33 (0)1 45 42 40 90
Fax: +33 (0)9 59 26 92 14
E-mail: [email protected]
Claudio Montani, Director of ISTI-CNR,
Consiglio Nazionale delle Ricerche
(Partner name, position, organization)
Dr. Robert Woitsch, Managing Director, BOC
Asset Management
(Partner name, position, organization)
Jean-Pierre Lorré, Innovation Director,
Linagora
(Partner name, organization, position)
Gitana Akliene, Managing Director, No Magic
Europe
(Partner name, position, organization)
Serenella Carota, Executive Director ICT
Department, Regione Marche
(Partner name, position, organization)
Ruedi Nützi, Director School of Business,
University of Applied Sciences and Arts
Northwestern Switzerland
(Partner name, position, organization)
Flavio Corradini, Rector, University of
Camerino
(Partner name, position, organization)
Paola Inverardi, Rector, University of L'Aquila
(Partner name, position, organization)
Caleb James DeLisle, Research Team
Leader, XWiki SAS
(Partner name, position, organization)
(Partner
signature)
(Date)
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signature)
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signature)
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signature)
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signature)
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signature)
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signature)
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signature)
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signature)
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