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

服务和产品越来越多地通过各种组织协作和共享数据的生态系统提供。这些生态系统必须简化流程，降低成本，同时改善医疗保健和智慧城市等领域的交付和质量。在这样的生态系统中，绩效管理具有挑战性，因为每个组织都维护自己的信息系统。由于需要遵守法规，收集、集成和报告性能管理数据变得非常复杂。同样，性能管理必须是敏捷的，以便在服务交付发生时及时通知每个组织作出反应，并且必须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，用于提供协作性能管理（CPM），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，并支持灵活集成工具。我们以单个组织过去的结果为基础，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，带有api，用于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。开发概念本体（组织、参与者、流程、任务、数据模型、数据图、指标、报告），定义将组织特定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。治理开发一种声明性的、基于规则的符号，它捕获数据共享协议、同意表单和策略，以执行法规遵从性、控制数据处理并管理组织和用户的访问。工具使用由CPM体系结构定义的api开发基于本体和治理配置的CPM工具（体系结构服务和客户端应用程序）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、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，以验证我们的CPM方法。这项研究将为培养学生和研究合作者的高素质专业人员创造一个丰富的环境。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.