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

服务和产品越来越多地通过生态系统提供，在生态系统中，不同的组织合作并共享数据。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。收集、整合和报告绩效管理数据因需要遵守法规而变得复杂。此外，业绩管理必须灵活，及时通知每个组织，以便在提供服务时作出反应，而且业绩管理必须不断发展，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，用于提供协作绩效管理（CPM），从而在确保合规性的同时实现持续、动态的数据共享。我们的研究假设是，云计算架构提供了必要的基础设施，并支持CPM工具的灵活集成。我们以单个组织的过去结果为基础，并将其扩展到不同组织合作的数据密集型生态系统中的绩效管理。我们的短期目标是：架构开发一个云托管的面向服务的架构，并使用API将来自不同组织的数据集成和转换为整个生态系统的性能管理报告服务。 本体开发概念本体（组织、参与者、流程、任务、数据模型、数据映射、指标、报告），以定义特定于组织的业务流程和数据模型到整个生态系统的绩效管理模型的转换。开发一种基于规则的声明式符号，用于捕获数据共享协议、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CPM架构定义的API开发基于本体和治理配置的CPM工具原型（架构服务和客户端应用程序）。 我们将与行业和政府合作伙伴进行五个案例研究，为医疗领域（创伤性脑损伤康复，家庭护理过渡，健康维护）和智慧城市领域（能源和交通管理）建立CPM系统，验证我们的CPM方法。研究将为学生和研究合作者培养高素质的专业人才创造丰富的环境。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.