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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Value cocreation modeling: supporting the analysis and design of B2B service engagements through agent orientation and business intelligence</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Lysanne Lessard</string-name>
          <email>lessard@telfer.uottawa.ca</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Eric Yu</string-name>
          <email>eric.yu@utoronto.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Faculty of Information, University of Toronto</institution>
          ,
          <addr-line>Toronto, Ottawa</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Telfer School of Management, University of Ottawa</institution>
          ,
          <addr-line>Ottawa</addr-line>
          ,
          <country country="CA">Canada</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Current modeling approaches for designing services do not address the characteristics of collaborative business-to-business (B2B) service engagements. Yet, these types of service engagements, for example R&amp;D services and other knowledge-intensive business services, are key components of industrialized economies. We identify the requirements of a modeling technique able to support the analysis and design of these types of service engagements. We briefly describe Value cocreation modeling (VCM), a modeling technique fulfilling these requirements, with an emphasis on value cocreation. VCM draws concepts and constructs from i*, an agent-oriented modeling language, and business intelligence modeling. We briefly illustrate the use of VCM in an R&amp;D service engagement, discuss its limitations, and outline opportunities for future work.</p>
      </abstract>
      <kwd-group>
        <kwd>Service Engagements</kwd>
        <kwd>Modeling Requirements</kwd>
        <kwd>Value Cocreation Modeling</kwd>
        <kwd>i*</kwd>
        <kwd>Business Intelligence Modeling</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Business-to-business (B2B) service engagements such as R&amp;D services and
information system outsourcing are often highly collaborative in nature; providers, clients,
and third-party collaborators such as consultants in these contexts need to share
knowledge, interact frequently, and jointly develop solutions for the latter to be
successful. They are also driven by strategic concerns such as the desire for innovation
and actors’ long-term interests beyond a focal engagement. However, many of the
current approaches for modeling services, for example Service Blueprinting [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] and
other process-based techniques, focus on dyadic provider-client interactions and
sequential activities, and do not address the strategic concerns that drive these activities.
Other approaches, for example e3forces [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], do enable the expression and analysis of
networked actors and their strategic concerns; however, because they typically focus
on exchanges among these actors rather than on collaboratively created outputs and
outcomes. There is thus a need for service modeling approaches tailored to the
collaborative and strategic nature of highly collaborative B2B service engagements.
      </p>
      <p>
        Value cocreation modeling (VCM) is a modeling technique that has been
developed to provide improved support to the analysis and design of highly collaborative
service engagements. It draws and adapts constructs from i* [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and Business
Intelligence Modeling [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] to address the characteristics and needs of these types of services.
It has specifically been developed to address the characteristics of
knowledgeintensive business service (KIBS) engagements. KIBS engagements such as R&amp;D
service engagements differ from other types of B2B services such as professional
cleaning services by their knowledge-intensity, the active involvement of clients in
co-producing the service, and the relational nature of interactions among providers,
clients, and other network actors [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Requirements for Modeling KIBS engagements</title>
      <p>
        Guided by the understanding that value is collaboratively created among actors in
service engagements [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], as well as by empirical findings, requirements for a
modeling technique supporting the analysis and design of KIBS engagements have been
identified [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. These requirements were derived from empirical studies of three cases
of KIBS engagements that lead to the identification of two key processes of value
creation in this context. The first process concerns the alignment of actors’ interests,
value propositions, and resources with the service’s deliverables and outcomes. The
second process concerns the integration of these deliverables and outcome as new
resources in line with actors’ respective interests.
      </p>
      <p>The requirements encompass a descriptive dimension – the identification of each
actor’s high-level interests, value propositions, perceived benefits, organized
resources, and deliverables – and an analytical dimension – the questions for design
relevant to the processes of alignment and integration in KIBS engagements. The
descriptive requirements reflect each individual mechanism found to be driving the
two processes of value creation, while each analytical requirement corresponds to one
relationship between two or more mechanisms. Thus, a modeling technique fulfilling
these requirements should possess the ability to express each element enumerated
above and the relationships among them, as well as help answer related questions for
design. Questions for design focus on the following relationships among descriptive
elements:
• Alignment of value propositions, perceived benefits (or risks), and high-level
interests.
• Organization of resources to fulfill actors’ value propositions.
• Evaluation of the parity of cost of resources and risks with importance of benefits.
• Actors’ valuing of the quality of deliverables and collaboration processes in
regards to their expectations.
• Actors’ identification of outcomes from deliverables and collaboration processes,
and their valuing of those outcomes if/when integrated as resources for their
highlevel interests.
3</p>
    </sec>
    <sec id="sec-3">
      <title>Value Cocreation Modeling</title>
      <p>
        Value Cocreation Modeling (VCM) was elaborated to address the requirements
presented in the previous section. VCM draws concepts and constructs mainly from
two existing modeling approaches: i* [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and business intelligence modeling (BIM)
[
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. i* is an Agent-Oriented modeling approach developed to analyze the strategic
relationships among agents in a network in order to lead to informed choices about
the social structures and role and functions of information systems able to support
their interests and needs [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. i*’s ability to depict interdependencies between actors
trying to reach their goals can be useful to express collaborative service relationships
and activities. BIM is a modeling technique that supports the exploration and
monitoring of business objectives and risks according to chosen performance measures; this is
mainly achieved through the provision of constructs for modeling hierarchical goal
structures as well as the performance of individual goals through performance
indicators associated with them [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. The construct “indicators” is of particular interest for
VCM because it can be used to suggest the degree to which an actor is likely to
commit to a service engagement, and to value its outcomes positively.
      </p>
      <p>Each modeling approach from which VCM is drawn helps to address particular
dimensions of the requirements. While an extensive review and evaluation or other
potential approaches was conducted in order to arrive at this conclusion, it is not
presented in this paper due to space limitations. i* provides the necessary constructs to
express most of the mechanisms that are core to processes of value creation in KIBS
engagements; to organize mechanisms within and across actors participating in a
service engagement; and, to visually evaluate the alignment of mechanisms within and
across actors. For example, the concept of actors is used to represent actors engaged
in, or relevant to, a service relationship. The constructs resource goals, task goals,
and softgoals are adapted to express the mechanisms related to alignment of interests
and resources among actors. While these constructs address many of the requirements
related to analyzing alignment among actors, neither they nor the qualitative
procedure typically used to evaluate i* models can address requirements related to the
cost/benefit evaluation done by actors in a service engagement, or those related to
analyzing integration.</p>
      <p>BIM offers constructs able to express the process of creating articulated
deliverables; it also enables the modeling of actors’ evaluation of the engagement within
models. VCM thus adapts and integrates selected constructs from BIM to complement
i*. Specifically, the construct indicator is used to represent actors’ evaluation of the
cost of resources to fulfill their value proposition against the importance of the
benefits they hope to gain, and the likelihood that actors will determine a positive value
from the engagement. The BIM construct process is also adapted to represent
deliverables from service engagements.</p>
      <p>
        Figure 1 presents a generic VCM model showing how constructs from i* [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and
BIM [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] have been used and integrated. The mechanisms that are key to the processes
of aligning and integrating are identified on the left. Lines have been drawn between
each mechanism to highlight which i* construct is used to express each one; these
lines have been added as a visual aid and are not part of VCM. The indicators drawn
from BIM do not belong to any one area; rather, they should be understood in terms
of the elements that they are attached to. For example, the indicators “Quality of the
process” and “Quality of the deliverables” are linked to the element “Process of
creating deliverables” (what is evaluated) and to the element “Perceived benefits” (what
the process of creating deliverables is evaluated against). VCM thus enables the
identification of each actor’s high-level interests, perceived benefits, etc., as well as the
relationship among these elements and among actors. It also expresses dependencies
among actors through the different types of i* links, and through the differentiated
evaluations of the same elements by different actors.
      </p>
      <p>Figure 2 presents a partial VCM model focused on the expression and analysis of
the process of alignment. The content of the model is taken from a case study of a
service engagement between a health education program in a Canadian college, a
continuing care organization, and other parties. The engagement concerned the
development of a new curriculum for training health care aides (HCAs) on how to manage
the behavior of clients with mental health diagnoses. Figure 2 focuses on the value
propositions offered by each main actor (the college team for the project and the
client’s managers) to each other, and the benefits that each actor expects to derive from
the engagement. Indicators express the importance of risks, benefits, and resource
costs perceived by each actor, as a means to evaluate their likely commitment to the
engagement. It should be noted that the content of each element is expressed in terms
of the mechanisms addressed by VCM rather than in the form that would be expected
for i* or BIM; for example, the task goal “Practical Training and Knowledge for
HCAs” is expressed in terms of the college’s value proposition rather than as a task.</p>
      <p>The model also helps to answer questions for analyzing alignment, for example
ensuring that perceived benefits are aligned with high-level interests, that resources
needed to fulfill value propositions are accessible for each actor, and that deliverables
are identified and aligned with each actor’s interests. Using VCM before establishing
a KIBS engagement could thus help to evaluate actors’ likely level of commitment
and determination of value; this could then support KIBS professional in taking
corrective actions as needed.</p>
    </sec>
    <sec id="sec-4">
      <title>Contributions, limitations and future work</title>
      <p>VCM contributes a novel approach to service modeling that addresses the specific
requirements of knowledge-intensive, highly collaborative B2B service engagements.
It thus has a clear scope of applicability, in contrast to many other service-specific
modeling approaches that have been developed for services as a general sector. This
brief presentation of VCM and the way in which it was created also demonstrates that
the concepts and constructs offered by existing modeling approaches such as i* and
BIM can be adapted and integrated for new domains. In the case of VCM, this has
entailed identifying requirements from empirical studies to ensure that the choice,
adaptation, and integration of constructs followed a more rigorous and traceable path
than what might have been achieved through, for example, illustrative examples.</p>
      <p>
        This focus on domain requirements has however led to a restricted use of both i*
and BIM. Indeed, while the use of i* and BIM constructs complements each other and
allows VCM to address most of the requirements derived from the design framework,
they are used in a restricted manner within VCM. For example, the i* task goal
construct used to express value propositions was not used to its full expressivity within
VCM; indeed, since a task can be decomposed into other tasks in i*, it would have
been possible to relate all value propositions within an actor to a central one that this
actor wants to accomplish. Doing so would have facilitated the use of i*’s qualitative
evaluation procedure, which requires all elements to be related to others within an
actor [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. Further development of VCM, in particular through its application in
reallife setting, may reveal the need to integrate some of these constructs to facilitate
reflection, communication, or decision-making.
5
      </p>
    </sec>
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