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THE DEVELOPMENT OF AN INTEGRATED INFORMATION
SYSTEM FOR A RESEARCH AND TECHNOLOGY INSTITUTE:
                THE CASE OF IPEN




                                  Willy Hoppe de Sousa
                                  Adriano Giardino
                                  Maria Aparecida H. Trezza




                 INAC 2009 – Rio de Janeiro
Content




1.   Objetives
2.   Some figures about IPEN
3.   SIGEPI: remarkable milestones
4.   SIGEPI: where we are today
5.   Some screens examples
6.   Lessons from the experience:
•    Strategic ones
•    Technical ones
•    Behavioral ones
Objectives



1. Describe the experience of a Brazilian
   nuclear R&D Institute in the design
   and implementation of a Integrated
   Management Information System

2. Synthetize the sucess factors from the
   experience
Some figures about IPEN
                                                Budget - CNEN (2008)
                                           • Costs and investiments: R$ 58.018.822
                                             • Staff and benefits: R$ 125.994.426
                                                   •total: R$ 184.013.248
     Main activity areas:
•   Nuclear medicine and health                                  Income (2008)
•   Environment                                                    R$ 61.183.185
•   Industry
•   Materials
•   Nuclear Reactors                             Funding agencies (2008)
•   Radiologic Safety                                    R$ 10.354.790
•   Teaching



                          Working force (2008)
                                                             Doctors: 219
                            • Public workers: 1020
                                                             Masters: 115
                               • Comissioned: 4
                                •Students: 588
                               • Volunteers: 40
                                 • Total: 1682
SIGEPI – “remarkable” milestones

1998/9               2000                 2001                        2002                2004
                      First
FNQ                                  Beginning of the                 First
                  Director Plan                                                        SIGEPI Web
Excellence                           supporting data               supporting            version
Criteria                             integration into              Processes
adoption                                 SIGEPI                  integrated into
                                                                    SIGEPI:            New
                    CEN MIS:                                                           functionalities
                                                           •   Teaching (DEIC)         •New supporting
                   benchmark
                                          1st. BSC         •   Trainings(APD)          processes
                                           design          •   Patents (DPI)           integration
Management                                                 •   Comunication (SCS)
                Presentation and                                                       (income and
evaluation
                 approval of the                                                       budget)
Report
               SIGEPI concept by                                                       • automated
                                         1.0 Version
                     the top                                                           presentation
                  management
                                      Characteristics:         First lessons:          generation
                                      Each technical is
                   team (CTA)                                                          • data more
Information                            responsible for                                 realible
Management                          feeding all the data
deficiencies
                 Beginning of the                              • Indicators
                     SIGEPI                                    generation must be
                  development
                    (ACCESS)                                   based on the evidence   Applauses
                                         Problems:             principle               and some
                                    • Network failures                                 protests!
                                    • Unfriendly screens • Many data are
                                                               already available at
                                                               the administrative
                                                               sections
SIGEPI - Where we are today

Researcher


             Technology                           Human
                                                               • schooling

              Innovation                                                          Teaching
                                                 Resources                          GEN
             Management                            GPE
                NITEC
                 • Patents                                            • Scholarship holders and trainees
                                                                      • Disciplines
                                                                      • Tutoring status of...
                                              Director Plan                  • doctorades
                                                                             • masters
                                      (Programs/Subprograms/Activities)
                                                                             • scientific initiation
                                                  SIGEPI
               Library                                                       ...ongoing, concluded, interrupted

                GDC                                                             Activity Coordinators
   • PTC –digital
                                                                                  •   Human resources allocation
         • publications and reports
                                      Income                Advisory              •   Projects
   •Thesis and dissertations
                                        GCL                  Board                •   Technologies
                                                                                  •   Qualitative results
                                                              DAD
                             • Income
                             • Products and services    • Budget                                 Legend
                             • Donations                • Authorized
                                                        • Allocated      Responsible section            Personnal interaction
                                                                                                          Real time
                                                                             Database
                                                                                                          “batch”
SIGEPI – Coordinator entrance screen
          “accomplish mode”
SIGEPI: different result report categories
Lessons from the experience

Design and implementation challenges for a public organization
                            (I)


Strategic ones:

      Contrary to “market” practices, the development of an IMIS in
      an RTI organization needs to start from scratch and not
      by adjusting an available market solution.

      Some modules can be outsourced, except those related
      to the knowledge processes - should preferably be
      programmed by internal analyst’s staff.

      The importance of having individuals strategically located
      with some software and management knowledge to
      interface the technical world and the managerial world.
Lessons from the experience

Design and implementation challenges for a public organization
                            (II)


Technical ones:

     The internal staff analysts may not always be equipped
     with state-of-the-art programming tools. Thus when starting
                                              tools
     an IMIS development which will last years, decision makers will
     face a trade off between starting the development immediately
     and launching it quicker but written with an older software
     technology or delay the IMIS development waiting for the training
     and learning process of a new programming tool but launched with
     a technology closer to state-of-the-art;

     Software implementation imbalances may happen: when
     network software is updated and the IMIS isn´t, low performance
     problems may happen;
Lessons from the experience

Design and implementation challenges for a public organization
                           (III)

Behavioral ones:

      The demand for new habits by end users and support
    managers raises resistances and even in the case of a
    located/small system fault happens it may put the whole system
    into question;

      The RTI public organizations are financed by different interested
    parts, thus they need to supply their results to these interested
    parts. The interconnections and integration with other
    databases depends more on political aspects then technical
    aspects; meanwhile this integration is not solved, the operational
    aspects
    levels to the institutional levels need to duplicate or triplicate the
    data supplying effort. The consequences are also clear: strong
    internal critics, lack of stimulus to update the IMIS and risk
    of poor data quality and/or reduced data availability.
                                                       availability
Thanks for your attention!

                                                  Willy Hoppe de Sousa
                                                 e-mail: whsousa@ipen.br

                                                    Adriano Giardino
                                                 e-mail: giardino@ipen.br

                                                Maria Aparecida H. Trezza
                                                 e-mail: mtrezza@ipen.br

Instituto de Pesquisas Energéticas e Nucleares IPEN - CNEN/SP, Prof. Lineu Prestes 2242, São Paulo, S.P., Brazil, 05508-000

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Inac 2009 Sigepi Development Case

  • 1. THE DEVELOPMENT OF AN INTEGRATED INFORMATION SYSTEM FOR A RESEARCH AND TECHNOLOGY INSTITUTE: THE CASE OF IPEN Willy Hoppe de Sousa Adriano Giardino Maria Aparecida H. Trezza INAC 2009 – Rio de Janeiro
  • 2. Content 1. Objetives 2. Some figures about IPEN 3. SIGEPI: remarkable milestones 4. SIGEPI: where we are today 5. Some screens examples 6. Lessons from the experience: • Strategic ones • Technical ones • Behavioral ones
  • 3. Objectives 1. Describe the experience of a Brazilian nuclear R&D Institute in the design and implementation of a Integrated Management Information System 2. Synthetize the sucess factors from the experience
  • 4. Some figures about IPEN Budget - CNEN (2008) • Costs and investiments: R$ 58.018.822 • Staff and benefits: R$ 125.994.426 •total: R$ 184.013.248 Main activity areas: • Nuclear medicine and health Income (2008) • Environment R$ 61.183.185 • Industry • Materials • Nuclear Reactors Funding agencies (2008) • Radiologic Safety R$ 10.354.790 • Teaching Working force (2008) Doctors: 219 • Public workers: 1020 Masters: 115 • Comissioned: 4 •Students: 588 • Volunteers: 40 • Total: 1682
  • 5. SIGEPI – “remarkable” milestones 1998/9 2000 2001 2002 2004 First FNQ Beginning of the First Director Plan SIGEPI Web Excellence supporting data supporting version Criteria integration into Processes adoption SIGEPI integrated into SIGEPI: New CEN MIS: functionalities • Teaching (DEIC) •New supporting benchmark 1st. BSC • Trainings(APD) processes design • Patents (DPI) integration Management • Comunication (SCS) Presentation and (income and evaluation approval of the budget) Report SIGEPI concept by • automated 1.0 Version the top presentation management Characteristics: First lessons: generation Each technical is team (CTA) • data more Information responsible for realible Management feeding all the data deficiencies Beginning of the • Indicators SIGEPI generation must be development (ACCESS) based on the evidence Applauses Problems: principle and some • Network failures protests! • Unfriendly screens • Many data are already available at the administrative sections
  • 6. SIGEPI - Where we are today Researcher Technology Human • schooling Innovation Teaching Resources GEN Management GPE NITEC • Patents • Scholarship holders and trainees • Disciplines • Tutoring status of... Director Plan • doctorades • masters (Programs/Subprograms/Activities) • scientific initiation SIGEPI Library ...ongoing, concluded, interrupted GDC Activity Coordinators • PTC –digital • Human resources allocation • publications and reports Income Advisory • Projects •Thesis and dissertations GCL Board • Technologies • Qualitative results DAD • Income • Products and services • Budget Legend • Donations • Authorized • Allocated Responsible section Personnal interaction Real time Database “batch”
  • 7. SIGEPI – Coordinator entrance screen “accomplish mode”
  • 8. SIGEPI: different result report categories
  • 9. Lessons from the experience Design and implementation challenges for a public organization (I) Strategic ones: Contrary to “market” practices, the development of an IMIS in an RTI organization needs to start from scratch and not by adjusting an available market solution. Some modules can be outsourced, except those related to the knowledge processes - should preferably be programmed by internal analyst’s staff. The importance of having individuals strategically located with some software and management knowledge to interface the technical world and the managerial world.
  • 10. Lessons from the experience Design and implementation challenges for a public organization (II) Technical ones: The internal staff analysts may not always be equipped with state-of-the-art programming tools. Thus when starting tools an IMIS development which will last years, decision makers will face a trade off between starting the development immediately and launching it quicker but written with an older software technology or delay the IMIS development waiting for the training and learning process of a new programming tool but launched with a technology closer to state-of-the-art; Software implementation imbalances may happen: when network software is updated and the IMIS isn´t, low performance problems may happen;
  • 11. Lessons from the experience Design and implementation challenges for a public organization (III) Behavioral ones: The demand for new habits by end users and support managers raises resistances and even in the case of a located/small system fault happens it may put the whole system into question; The RTI public organizations are financed by different interested parts, thus they need to supply their results to these interested parts. The interconnections and integration with other databases depends more on political aspects then technical aspects; meanwhile this integration is not solved, the operational aspects levels to the institutional levels need to duplicate or triplicate the data supplying effort. The consequences are also clear: strong internal critics, lack of stimulus to update the IMIS and risk of poor data quality and/or reduced data availability. availability
  • 12. Thanks for your attention! Willy Hoppe de Sousa e-mail: whsousa@ipen.br Adriano Giardino e-mail: giardino@ipen.br Maria Aparecida H. Trezza e-mail: mtrezza@ipen.br Instituto de Pesquisas Energéticas e Nucleares IPEN - CNEN/SP, Prof. Lineu Prestes 2242, São Paulo, S.P., Brazil, 05508-000