A tool-supported methodology for cloud-based collaborative performance management

服务和产品越来越多地通过不同组织协作和共享数据的生态系统来提供。这些生态系统必须简化流程，降低成本，同时提高医疗保健和智慧城市等领域的交付和质量。这种生态系统中的业绩管理具有挑战性，因为每个组织都有自己的信息系统。由于需要遵守法规，收集、整合和报告绩效管理数据变得复杂。此外，绩效管理必须灵活，以便在提供服务时及时通知每个组织作出反应，并且必须不断发展以满足不断变化的需求。*我们的长期目标是开发一种工具支持的方法，以提供协作性绩效管理(CPM)，从而在确保法规遵从性的同时实现持续、动态的数据共享。我们的研究假设是，云计算架构为CPM提供了必要的基础设施，并支持灵活的工具集成。我们以过去针对单个组织的结果为基础，并将其扩展到解决不同组织协作的数据密集型生态系统中的绩效管理问题。我们的短期目标是：*架构*开发一个云托管、面向服务的架构，其中包含用于将来自不同组织的数据集成并转换为整个生态系统的绩效管理报告服务的API。*本体论*开发概念(组织、参与者、流程、任务、数据模型、数据映射、指示器、报告)的本体，以定义将特定于组织的业务流程和数据模型转换为整个生态系统的绩效管理模型。*治理*开发基于规则的声明性表示法，其中捕获数据共享协议、同意书和策略，以强制执行法规遵从性、控制数据处理以及管理组织和用户的访问。*工具*使用黑石服务器架构定义的API，开发基于本体和治理配置的黑石服务器工具(架构服务和客户端应用程序)的原型。*我们将与行业和政府合作伙伴进行五个案例研究，为医疗保健领域(创伤性脑损伤康复、居家护理过渡、健康维护)和智慧城市领域(能源和交通管理)构建CPM系统，以验证我们的CPM方法。研究将为学生和研究合作者创造丰富的环境，培养高素质的专业人员。对加拿大社会的潜在影响是提高竞争力，并在加拿大人重视的领域提供生活质量福利。**

Service and products are increasingly provided through ecosystems in which diverse organizations collaborate and share data. These ecosystems must streamline processes and reduce costs while improving delivery and quality for domains like healthcare and smart cities. Performance management in such ecosystems is challenging because each organization maintains its own information systems. Collecting, integrating and reporting performance management data is complicated by the need for regulatory compliance. As well, performance management must be agile to inform each organization in time to react while service delivery is occurring and it must evolve to meet changing needs.******Our long term objective is to develop a tool supported Methodology for providing collaborative performance management (CPM) that enables continuous, dynamic sharing of data while ensuring regulatory compliance. Our research hypothesis is that a cloud-computing architecture provides the necessary infrastructure and supports flexible integration of tools for CPM. We build on past results for single organizations and extend them to address performance management in data-intensive ecosystems where diverse organizations collaborate. Our short term objectives are: ******Architecture***Develop a cloud hosted, service oriented architecture with APIs for integrating and transforming data from diverse organization into performance management reporting services for the entire ecosystem. ******Ontology***Develop an ontology of concepts (organizations, actors, processes, tasks, data models, data maps, indicators, reports) to define transformation of organization-specific business process and data models into performance management models for the entire ecosystem.******Governance***Develop a declarative, rule-based notation which captures data sharing agreements, consent forms, and policies to enforce regulatory compliance, control data processing, and manage access of organizations and users. ******Tools***Develop Ontology-based and Governance-configured prototypes of CPM Tools (architecture services and client applications) using APIs defined by the CPM Architecture. ******We will perform five case studies with industry and government partners to build CPM systems for the healthcare domain (traumatic brain injury rehabilitation, at home care transitions, health maintenance) and the smart city domain (energy and traffic management) that validate our CPM Methodology.The research will create a rich environment for training of highly qualified professionals for both students and research collaborators. The potential impact on Canadian society is to improve competitiveness and provide quality of life benefits in domains that are valued by Canadians. **