Social Content and Model Management using SocioCortex Thinking and working together

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Social Content and Model Management using SocioCortex Thinking and working together Florian Matthes,12.6.

1 Social Content and Model Management using SocioCortex Thinking and working together Florian Matthes, Software Engineering for Business Information Systems (sebis) Department of Informatics Technische Universität München, Germany wwwmatthes.in.tum.de

2 Overview 1. Motivation: Thinking and working together Social content and model management Typical concerns in social content and model management Limitations of today s tools and integration approaches 2. SocioCortex overview Architecture, capabilities and user interface 3. Summary and outlook Matthes SocioCortex sebis 2

Changes Changes Enterprise Vision, Goals, Strategy Business Capabilities Procurement Holistic Optimization

3 Enterprises have to adapt to an increasingly turbulent environment. Humans: Employees, Customers, Suppliers, Partners, Markets, Communities, Accelerating Laws & Regulations Disruptive Changes Changes Enterprise Vision, Goals, Strategy Business Capabilities Procurement Holistic Optimization Logistics Sales Coherent Transformation Information Management Capabilities SCM ERP CRM Resources: Energy, Matter, Information, Technology Matthes SocioCortex sebis 3

4 Social Content and Model Management in organizations to invent, design, build, provide, analyze and manage services and products Support for Problem-Solving Processes involves stakeholders with different interests & background customers, R&D, marketing, sales, customer support, finance, legal, HR, partners, suppliers, IT specialists, data scientists Social Integration that want to use their preferred content representations tables, texts, hypertexts, images, drawings, maps, pictures, 3d models, animations, videos, matrices, mathematical formulas, Semantic Integration which involve diverse content sources and channels internet, intranet, enterprise applications, desktop tools, commercial information providers, social media, monitors, sensors, Content Integration Matthes SocioCortex sebis 4

5 Typical concerns social content & model management Why did it happen? Co-existence and reconciliation of multiple individual and group perspectives Who can do what? Who has to do what? Who should do what? What will happen, if? What will others do, if? Social & Semantic Integration Coordination Rights Obligations Commitments Capabilities Reasoning Causality Intentions Uncertainty What has been? Past How is it? profitable, fast, usable, timely, reliable, safe, secure, flexible, What is? Presence What could be? What should be? Futures Assessment Goals Questions Metrics Modeling Temporal Linked Content Matthes SocioCortex sebis 5

6 Today s tools are poorly integrated. Lack of so Co-existence and reconciliation of Discussion s multiple individual and group perspectives Boards Mind Maps Wikis Who can do what? To Do Lists Contracts Who has to do what? Business Who should Rulesdo what? Stock & Flow BPM CMS Diagrams Causal What will happen, if? Why did it happen? Loop Spreadsheets Business Diagrams What will others do, if? Analytics Data Warehouse How is it? ERP Dashboards Systems Simulations What has been? Past Logs Time Series profitable, fast, usable, timely, reliable, safe, secure, flexible, Databases What is? Presence BI What could be? What should be? Futures Social & Semantic Integration Coordination Rights Obligations Commitments Capabilities Reasoning Causality Intentions Uncertainty Assessment Goals Questions Metrics Modeling Temporal Linked Content Matthes SocioCortex sebis 6

Typical tool challenges Difficult Content Integration Multiple content representations Mismatches of content models Fragmented content Inaccessible content (silos) Error-prone manual content

7 Typical tool challenges Difficult Content Integration Multiple content representations Mismatches of content models Fragmented content Inaccessible content (silos) Error-prone manual content transformation and logistics Limited assessment and reasoning support Lack of temporal information Lack of Social Integration Roles & responsibilities (RACI) Authentication & confidentiality (ACL) Stakeholder-specific information selection & presentation Cross-tool coordination support Limited Flexibility Difficulty to adapt content flows and processes to unforeseen changes Matthes SocioCortex sebis 7

Complex and inflexible application landscapes 10 2 10 3 networked and highly diverse information systems Complexity ~ number of relationships between systems IT does

8 Complex and inflexible application landscapes networked and highly diverse information systems Complexity ~ number of relationships between systems IT does not keep pace with accelerating speed of business Maintenance costs eat up IT budget and limit ability to transform Matthes EAM Grundlagen für die Praxis sebis 8

9 Speculation: Where does the evolution of information technology lead??? Social Information Management Technology Social Information Management Communities, Enterprises,, Societies, Matthes SocioCortex sebis 9

10 Outline 1. Motivation: thinking and working together 2. SocioCortex overview Architecture, capabilities and user interface 3. Summary and outlook Matthes SocioCortex sebis 10

11 SocioCortex architecture SocioCortex Web Client SocioCortex Web IME Tailored Web App Tailored Mobile App Tailored Desktop App Social Integration Semantic Integration Content Integration SocioCortex Server Social Graph Activity Graph Content Graph Collaborative Activities Coordination Negotiation Reasoning Assessment Modelling Content Source 1 Content Source 2 Content Source 3 Identity Management 1 Identity Management 2 File System, SharePoint, SQL, OData, Exchange, RSS, ATOM, LDAP, Open ID, OAuth, Matthes SocioCortex sebis 11

12 SocioCortex is a platform for social content & model management. REST DML ACL QL PML (Real-Time) RESTful API Dynamic process models Messaging Connectors Typed queries and functions Discretionary & role-based access control models Bulk Dump & Load Dynamic content models Temporal database for semi-structured linked content Data Connectors Matthes SocioCortex sebis 12

13 Basic content organization SocioCortex Project Management Workspace Workspace Project blog Project Management Home Meeting 1 Blog Post 1 Page Meeting 2 Blog Post 2 My first project (Project) My second project (Project) Meeting x Blog Post x Project wiki File sharing Project wiki File sharing File Page hierarchy Data table Contact1 Contact 2 Contact x A site consists of multiple workspaces. A workspace contains many pages. Files can be attached to pages. Pages can be organized in a hierarchy or as data tables Matthes SocioCortex sebis 13

14 The generic SocioCortex web client Explorer shows the current position in the page hierarchy Navigation path to the current page Current workspace contains the current page Title of the current page Content of the current page "My first project"$ Matthes SocioCortex sebis 14

15 A page contains structured and unstructured information. Title of the page Type of the page Tags help to find the page using the full text search Attributes Text with embedded images, tables, links, expressions, data widgets, References to other pages What links to this page? Ad-hoc definition of additional attributes (name, values/references) Matthes SocioCortex sebis 15

A page can contain subpages and files. Subpages and files inherit the permissions of their parent page and are included during copying, moving and deleting.

16 A page can contain subpages and files. Subpages and files inherit the permissions of their parent page and are included during copying, moving and deleting. Bulk download as a ZIP file Table of files and subpages Operations are applied to all selected files and subpages Select multiple files and subpages Upload files with drag & drop Matthes SocioCortex sebis 16

17 All content items have a version history. Click here View a single change View the differences with the current version Matthes SocioCortex sebis 17

18 Viewing differences and restoring old versions Navigation: Project Management View Versions compare with current Alternative display of the text changes Restore this version Matthes SocioCortex sebis 18

19 Example: Structured information management Matthes SocioCortex sebis 19

20 Editing rich text Embed an expression Embed a data widget Matthes SocioCortex sebis 20

21 Links and references are detected and inverse and derived references are managed automatically. Embedded links in a rich text, image, data widget, video, 3D model, Florian Matthes Named references as content attributes Meetings My first project (Project) Meeting 1 My second project (Project) Meetings Meeting 2 Part of relationships between subpages, files, comments, tasks, versions. Named references in derived attributes and embedded expressions this.team.sum(costs) Matthes SocioCortex sebis 21

22 Example: Link management for derived attributes Team Project 1 Employee 1 Employee costs = 400 Costs = 100 Project 2 Team Employee costs = 300 Employee 2 Costs = 300 Definition of a derived attribute for projects Expression to compute the sum of the costs for the team Detected references to this derived attribute elsewhere Derived Attribute Employee costs of type Project Return Type String Expression Team.sum(Costs) Incoming MxL References Custom Functions STATIC::getProjectsByMaxCosts Outgoing MxL References Detected references in the formula Basic Functions Sequence::sum Derived Property Definitions Employee::Costs Property Definitions Project::Team Matthes SocioCortex sebis 22

23 Why a strongly-typed functional language? (MxL 2.0) Validation of static semantics Resolving identifiers Determining semantics of operators Exemplary MxL 2.0 Derived Attribute Derived Attribute Employee costs of type Project Expression analysis Determination of an MxL 2.0 expression s dependencies Enables reference management by tool (Tricia) Navigation through the computation graph Return Type String Expression Team.sum(Costs) Incoming MxL References Custom Functions STATIC::getProjectsByMaxCosts Outgoing MxL References Basic Functions Derived Property Definitions Sequence::sum Employee::Costs Property Definitions Project::Team Automated change propagation Keep consistency on schematic change (e.g., renaming of type) Recalculate on data change (e.g., change of attribute value) [Re13] Reschenhofer, T. : Design and prototypical implementation of a model-based structure for the definition and calculation of Enterprise Architecture KPIs Matthes SocioCortex sebis 23

24 Spreadsheets 2.0 Motivation Business users love spreadsheets Declarative and interactive paradigm to capture functional dependencies Modeling, analysis, simulation, visualization Empowerment of business-users Emergent structures (data, logic) Limitations of spreadsheets Collaborative work Complex linked data social networks, logistic networks, IT architectures, product models, multi-project plans Software engineering qualities modularity, reusability, typing, binding, naming Matthes SocioCortex sebis 24

25 Spreadsheets 2.0: Analysis of complex linked data Hierarchical data structures Networks Handel Geschäft Kredit Bank IT Unternehmens -steuerung Andere Produkte Prozesse Anwendungen Infrastruktur Support Accounting Controlling Reporting Compliance For more information visit Spreadsheet 2.0 ( Matthes SocioCortex sebis 25

26 Spreadsheets 2.0: Analysis of complex linked data f f f f f f f f f f f Data Functions / Transformations Visualizations Users For more information visit Spreadsheet 2.0 ( Matthes SocioCortex sebis 26

27 Examples of diagram types Matthes SocioCortex sebis 27

28 Example of a stakeholder-specific diagram Which business application supports a business unit in a particular process step? Configure data binding and visual appearance Link to detailed information Matthes SocioCortex sebis 28

29 Example of a stakeholder-specific diagram Which organizational unit is responsible for which business application? Navigation mechanisms for large views Link to detailed information Create/update/ delete Business applications Interact Matthes SocioCortex sebis 29

30 Step 1: Selecting the diagram type Matthes SocioCortex sebis 30

31 Step 2: Specify queries for the data sources Matthes SocioCortex sebis 31

32 Step 1: Selecting the diagram type Matthes SocioCortex sebis 32

33 Step 2: Specify queries for the data sources For more information contact Sascha Roth Matthes SocioCortex sebis 33

34 Hybrid Spreadsheet Search My Dashboard Other Workspace A Workforce Management Documentation Capacity Analysis Capacities Pipeline Projects Pre-sales Business units Demands Spreadsheet Projects of type Demands Name Start date Business units xyz xyz Resour ce (MDs) Allocation Project Manage r Test Engineer Softwar e Engine er Data Design Settings Versions - Demands - Project manage r Test Engine er Software Engineer Business Intelligence Sales % 0 % 90 % Sales Development % 30 % 40 % xyz Development % 20 % 50 % xyz Business Intelligence % 0 % 70 % Other Workspace B Other Workspace C Total Matthes SocioCortex sebis 34

35 Executable work plans on wiki pages Timeline Types Tasks Attributes Matthes SocioCortex sebis 35

36 Attributes: String input field Integer input field Boolean input field Page input field Enum input field Uploaded file Date input field Matthes SocioCortex sebis 36

37 Expertises and past achievements as credits for contribution Ranking Expertises Open tasks Warning Closed tasks Matthes SocioCortex sebis 37

38 Outline 1. Motivation: thinking and working together 2. SocioCortex overview Architecture, capabilities and user interface 3. Summary and outlook Matthes SocioCortex sebis 38

39 SocioCortex is a social content & model management platform. REST DML ACL QL PML (Real-Time) RESTful API Dynamic process models Messaging Connectors Typed queries and functions Discretionary & role-based access control models Bulk Dump & Load Dynamic content models Temporal database for semi-structured linked content Data Connectors Matthes SocioCortex sebis 39

40 SocioCortex also provides services for managing and hosting SocioCortex web apps. App Platform REST API SocioCortex Stand-alone App 1 Stand-alone App 2 Hosted SC App 1 Hosted SC App 2 SocioCortex Web Client SocioCortex Web IME HTML Templates, etc. SC App Hosting Service SC App Deployment Service (Calculated) Data SC App Repository HTML CSS JS IMG SC App Infrastructure Shared/predefined SC Components Default SC UI Controls & Styles Dynamic process models Typed queries and functions Discretionary and role-based access control models Dynamic content models Temporal database for semi-structured linked content Messaging Connectors Bulk Dump & Load Data Connectors Matthes SocioCortex sebis 40

41 Summary and Outlook Summary Based on the experience of 15 years of research and engineering Main design goals Content integration, social integration, flexibility Separation of short-cycle vertical special-purpose apps long-lived integrating content and model-centric platform Outlook Evaluation in innovative content and social integration cases Collaborative legal text analysis (Lexalyze, LMU) Vertical social software (Siemens) Connected mobility services platform and ecosystem (TUM, BMW, SIEMENS) InCoBate Patient-centered integrated health care management Matthes SocioCortex sebis 41

Engineering for Business Information Systems Boltzmannstraße 3 85748 Garching

42 Thank you for your attention. Questions? Florian Matthes Prof.Dr.rer.nat. Technische Universität München Department of Informatics Chair of Software Engineering for Business Information Systems Boltzmannstraße Garching bei München Tel Fax matthes@in.tum.de wwwmatthes.in.tum.de

43 Abstract Social Content and Model Management using SocioCortex 45 min incl. discussion / English / Prof. Florian Matthes TU München In this talk we report on the latest results of our social software engineering research at TU München. SocioCortex is a web-based platform that provides a novel mix of content and model management concepts and services to support problem-solving processes in organizations. These processes involve stakeholders with different interests and background that want to use their preferred content representations (tables, hypertexts, images, drawings, maps, 3d models, matrices, mathematical formulas) which involve diverse content sources and channels. Using examples from industry projects we illustrate how SocioCortex enables the emergence of data models, access-control modes, process models and UI models shaped by the actual problem-solving processes performed on the platform Matthes SocioCortex sebis 43

Towards an EA View Template Marketplace

Towards an EA View Template Marketplace 29.06.2016, Prof. Dr. Florian Matthes Software Engineering für betriebliche Informationssysteme (sebis) Fakultät für Informatik Technische Universität München wwwmatthes.in.tum.de