Roadmapping as a Collaborative Strategic Decision-Making Process: Shaping Social Dialogue Options for the European Banking Sector
The new status generated by technological advancements and changes in the global economy raises important issues on how communities and organisations need to innovate upon their traditional processes in order to adapt to the challenges of the Knowledge Society. The DialogoS+ European project aims to study the role of and promote social dialogue in the banking sector, strengthen the link between old and new members and make social dialogue at the European level a force for innovation and change, also given the context of the international crisis emerging in 2008- 2009. Under the scope of DialogoS+, this paper describes how the community of Europe-s banking sector trade unions attempted to adapt to the challenges of the Knowledge Society by exploiting the benefits of new channels of communication, learning, knowledge generation and diffusion focusing on the concept of roadmapping. Important dimensions of social dialogue such as collective bargaining and working conditions are addressed.
[1] G. Room, The European Challenge: Innovation, Policy Learning and
Social Cohesion the New Knowledge Economy, Bristol: The Policy
Press, 2005.
[2] W. Dolfsma, Knowledge Economies. Organization, Location and
Innovation, London: Routledge, 2008.
[3] D. Rooney, G.E. Hearn and A. Ninan (eds.), Handbook on the
Knowledge Economy, Edward Elgar Publishing, 2005.
[4] R. Phaal and G. Muller, "An architectural framework for roadmapping:
Towards visual strategy", Technological Forecasting and Social
Change, vol. 76, no. 1, pp. 39-49, 2009.
[5] W.W. Powell and K. Snellman, "The Knowledge Economy", Annu. Rev.
Sociol., vol. 30, pp. 199-220, 2004.
[6] N. Shadbolt, "The Semantic Web Revisited", IEEE Intelligent Systems,
vol. 21, no. 3, pp. 96- 101, 2006
[7] G. Walsham, "Knowledge Management: - The Benefits and Limitations
of Computer Systems", European Management Journal, vol. 19, no.6,
pp. 599-608, 2001.
[8] P. Drucker, The Age of Discontinuity; Guidelines to Our Changing
Society, New York: Harper and Row, 1969.
[9] S. Dexter and B. Hope, "ICT and Social Capital in the Knowledge
Economy", in Proc. 3rd International Conference on Innovations in
Information Technology, Dubai, November 2006.
[10] F.J. Carillo, "Towards a global knowledge-based development agenda",
Journal of Knowledge Management, vol. 12, no. 5, pp. 3-7, 2008.
[11] C. Heckscher and P. S. Adler (eds.), The Firm as a Collaborative
Community: Reconstructing Trust in the Knowledge Economy, Oxford:
Oxford University Press, 2006.
[12] K. Metaxiotis and K. Ergazakis, "Exploring stakeholder knowledge
partnerships in a knowledge city: a conceptual model", Journal of
Knowledge Management, vol. 12, no. 5, pp. 137-150, 2008.
[13] C. Switzer, "Time for change: empowering organizations to succeed in
the knowledge economy", Journal of Knowledge Management, vol. 12,
no. 2, pp. 18-28, 2008.
[14] A. Lam, "Embedded Firms, Embedded Knowledge: Problems of
Collaboration and Knowledge Transfer in Global Cooperative
Ventures", Organization Studies, vol. 18, no. 6, pp. 973-996, 1997.
[15] I. Nonaka, H. Takeuchi, The Knowledge-Creating Company, New York:
Oxford University Press, 1995.
[16] I. Nonaka, R. Toyama and N. Konno, "SECI, Ba and Leadership: a
Unified Model of Dynamic Knowledge Creation", Long Range
Planning, vol. 33, no. 1, pp.5-34, 2000.
[17] I. Nonaka, R. Toyama, "The knowledge-creating theory revisited:
knowledge creation as a synthesizing process", Knowledge Management
Research and Practice, vol. 1, no.1, pp. 2-10, 2003.
[18] M. Polanyi, The Tacit Dimension, London: Routledge and Kegan Paul,
1966.
[19] R. Phaal, "Technology roadmapping - A planning framework for
evolution and revolution", Technological Forecasting and Social
Change, vol. 71, no.1-2, pp. 5-26, 2004.
[20] V. Kamtsiou, A. Naeve, L. K. Stergioulas and T. Koskinen, "
Roadmapping as a knowledge creation process: The PROLEARN
roadmap", Journal of Universal Knowledge Management, vol. 1, no.3,
pp. 163-173, 2006.
[21] T. A. Kappel, "Perspectives on roadmaps: How organizations talk about
the future", Journal of Product Innovation Management, vol.18, no. 1,
pp. 39-50, 2001.
[22] I. J. Petrick and A.E. Echols, "Technology roadmapping in review: a
tool for making sustainable new product development decisions",
Technological Forecasting and Social Change, vol. 71, pp. 81-100,
2004.
[23] J. H. Suh and S. C. Park, "Service-oriented technology roadmap
(SoTRM) using patent map for R&D strategy of service industry",
Expert Systems with Applications, vol. 36, no. 3, pp. 6754-6772, 2009.
[24] V. M. Panapanaan, L. Linnanen, M. Karvonen and V. T. P. Phan,
"Roadmapping corporate social responsibility in Finnish companies",
Journal of Business Ethics vol. 44, pp. 133-148, 2003.
[25] T. U Daim and T. Oliver, "Implementing technology roadmap process in
the energy services sector: A case study of a government agency",
Technological Forecasting and Social Change, vol.75, no. 5, pp. 687-
720, 2008.
[26] A. Rae, R.C. Pfahl and C. Richardson, "INEMI's gap analysis based on
the 2007 electronics roadmap", in Proc. 12th International Symposium
on Advanced Packaging Materials: Processes, Properties, and Interface,
San Jose, California, 2007, pp. 32-41.
[27] Y. Hwang and S. Yuan, "A roadmap for ambient E-service: Applications
and embracing model", International Journal of E┬ÀBusiness Research,
vol.3, no. 1, pp. 51-73, 2007.
[28] J. Shim, "Roadmap for E-commerce standardization in Korea",
International Journal of IT Standards and Standardization Research,
vol. 3, no. 2, pp. 1-14, 2005.
[29] M. A. Wimmer, "Reflections on the eGovRTD2020 roadmap for egovernment
research", in Proc. ICEGOV '07: 1st International
Conference on Theory and Practice of Electronic Governance, Macao,
China, December 2007, pp. 417-426.
[30] BBC News. (2003). A performance-based roadmap to a permanent twostate
solution to the Israeli-Palestinian conflict. (Online) Retrieved
18/2/2009. Available:
http://news.bbc.co.uk/1/hi/world/middle_east/2989783.stm
[31] European Commission. (2008). Roadmap for equality between women
and men (2006-2010). (Online) Retrieved 18/2/2009. Available:
http://europa.eu/scadplus/leg/en/cha/c10404.htm
[32] European Federation of Public Service Unions. (2006). Roadmap 2007-
2009 for the European social dialogue in national and European
administration. (Online) Retrieved 18/2/2009. Available:
http://www.epsu.org/a/2945?var_recherche=roadmap
[33] L.K. Stergioulas, C. Minetou, T. Koskinen, M. Klein, J. Dang, Y.
Denual, V. Kamtsiou and K. Markopoulos, "Roadmap for the future of
eTraining/eLearning technologies in Europe", in Pro. IEEE
International Conference on Advanced Learning Technologies
(ICALT-04), Joensuu, Finland, August 2004, pp. 460-464.
[34] A. Naeve, "The Concept Browser - a New Form of Knowledge
Management Tool", in Proc. 2nd European Web-Based Learning
Environment Conference, Lund, Sweden, October 2001, pp. 151-161.
[35] C.A. Ioannou, P. Panagiotopoulos and L.K. Stergioulas, "Roadmapping
as a Collaborative Strategic Decision-Making Process: the DialogoS+
European Project Approach", 21st Conference of the Greek Operational
Research Society, Athens, Greece, May 2009, to be presented.
[36] C.A. Ioannou, "Best practices for social dialogue in the banking sector
and new challenges, DialogoS+ Report", INE-OTOE, 2008, to be
published.
[37] C. A. Ioannou, K. Kanellopoulos, A. Mouriki and J. Toutziarakis,
"Εvaluation of international experience on social dialogue in respect
with changes ensuing the new economy in the banking sector and
transfer of best practices, DialogoS Report", ENEKA Ltd and INEOTOE,
2002.
[1] G. Room, The European Challenge: Innovation, Policy Learning and
Social Cohesion the New Knowledge Economy, Bristol: The Policy
Press, 2005.
[2] W. Dolfsma, Knowledge Economies. Organization, Location and
Innovation, London: Routledge, 2008.
[3] D. Rooney, G.E. Hearn and A. Ninan (eds.), Handbook on the
Knowledge Economy, Edward Elgar Publishing, 2005.
[4] R. Phaal and G. Muller, "An architectural framework for roadmapping:
Towards visual strategy", Technological Forecasting and Social
Change, vol. 76, no. 1, pp. 39-49, 2009.
[5] W.W. Powell and K. Snellman, "The Knowledge Economy", Annu. Rev.
Sociol., vol. 30, pp. 199-220, 2004.
[6] N. Shadbolt, "The Semantic Web Revisited", IEEE Intelligent Systems,
vol. 21, no. 3, pp. 96- 101, 2006
[7] G. Walsham, "Knowledge Management: - The Benefits and Limitations
of Computer Systems", European Management Journal, vol. 19, no.6,
pp. 599-608, 2001.
[8] P. Drucker, The Age of Discontinuity; Guidelines to Our Changing
Society, New York: Harper and Row, 1969.
[9] S. Dexter and B. Hope, "ICT and Social Capital in the Knowledge
Economy", in Proc. 3rd International Conference on Innovations in
Information Technology, Dubai, November 2006.
[10] F.J. Carillo, "Towards a global knowledge-based development agenda",
Journal of Knowledge Management, vol. 12, no. 5, pp. 3-7, 2008.
[11] C. Heckscher and P. S. Adler (eds.), The Firm as a Collaborative
Community: Reconstructing Trust in the Knowledge Economy, Oxford:
Oxford University Press, 2006.
[12] K. Metaxiotis and K. Ergazakis, "Exploring stakeholder knowledge
partnerships in a knowledge city: a conceptual model", Journal of
Knowledge Management, vol. 12, no. 5, pp. 137-150, 2008.
[13] C. Switzer, "Time for change: empowering organizations to succeed in
the knowledge economy", Journal of Knowledge Management, vol. 12,
no. 2, pp. 18-28, 2008.
[14] A. Lam, "Embedded Firms, Embedded Knowledge: Problems of
Collaboration and Knowledge Transfer in Global Cooperative
Ventures", Organization Studies, vol. 18, no. 6, pp. 973-996, 1997.
[15] I. Nonaka, H. Takeuchi, The Knowledge-Creating Company, New York:
Oxford University Press, 1995.
[16] I. Nonaka, R. Toyama and N. Konno, "SECI, Ba and Leadership: a
Unified Model of Dynamic Knowledge Creation", Long Range
Planning, vol. 33, no. 1, pp.5-34, 2000.
[17] I. Nonaka, R. Toyama, "The knowledge-creating theory revisited:
knowledge creation as a synthesizing process", Knowledge Management
Research and Practice, vol. 1, no.1, pp. 2-10, 2003.
[18] M. Polanyi, The Tacit Dimension, London: Routledge and Kegan Paul,
1966.
[19] R. Phaal, "Technology roadmapping - A planning framework for
evolution and revolution", Technological Forecasting and Social
Change, vol. 71, no.1-2, pp. 5-26, 2004.
[20] V. Kamtsiou, A. Naeve, L. K. Stergioulas and T. Koskinen, "
Roadmapping as a knowledge creation process: The PROLEARN
roadmap", Journal of Universal Knowledge Management, vol. 1, no.3,
pp. 163-173, 2006.
[21] T. A. Kappel, "Perspectives on roadmaps: How organizations talk about
the future", Journal of Product Innovation Management, vol.18, no. 1,
pp. 39-50, 2001.
[22] I. J. Petrick and A.E. Echols, "Technology roadmapping in review: a
tool for making sustainable new product development decisions",
Technological Forecasting and Social Change, vol. 71, pp. 81-100,
2004.
[23] J. H. Suh and S. C. Park, "Service-oriented technology roadmap
(SoTRM) using patent map for R&D strategy of service industry",
Expert Systems with Applications, vol. 36, no. 3, pp. 6754-6772, 2009.
[24] V. M. Panapanaan, L. Linnanen, M. Karvonen and V. T. P. Phan,
"Roadmapping corporate social responsibility in Finnish companies",
Journal of Business Ethics vol. 44, pp. 133-148, 2003.
[25] T. U Daim and T. Oliver, "Implementing technology roadmap process in
the energy services sector: A case study of a government agency",
Technological Forecasting and Social Change, vol.75, no. 5, pp. 687-
720, 2008.
[26] A. Rae, R.C. Pfahl and C. Richardson, "INEMI's gap analysis based on
the 2007 electronics roadmap", in Proc. 12th International Symposium
on Advanced Packaging Materials: Processes, Properties, and Interface,
San Jose, California, 2007, pp. 32-41.
[27] Y. Hwang and S. Yuan, "A roadmap for ambient E-service: Applications
and embracing model", International Journal of E┬ÀBusiness Research,
vol.3, no. 1, pp. 51-73, 2007.
[28] J. Shim, "Roadmap for E-commerce standardization in Korea",
International Journal of IT Standards and Standardization Research,
vol. 3, no. 2, pp. 1-14, 2005.
[29] M. A. Wimmer, "Reflections on the eGovRTD2020 roadmap for egovernment
research", in Proc. ICEGOV '07: 1st International
Conference on Theory and Practice of Electronic Governance, Macao,
China, December 2007, pp. 417-426.
[30] BBC News. (2003). A performance-based roadmap to a permanent twostate
solution to the Israeli-Palestinian conflict. (Online) Retrieved
18/2/2009. Available:
http://news.bbc.co.uk/1/hi/world/middle_east/2989783.stm
[31] European Commission. (2008). Roadmap for equality between women
and men (2006-2010). (Online) Retrieved 18/2/2009. Available:
http://europa.eu/scadplus/leg/en/cha/c10404.htm
[32] European Federation of Public Service Unions. (2006). Roadmap 2007-
2009 for the European social dialogue in national and European
administration. (Online) Retrieved 18/2/2009. Available:
http://www.epsu.org/a/2945?var_recherche=roadmap
[33] L.K. Stergioulas, C. Minetou, T. Koskinen, M. Klein, J. Dang, Y.
Denual, V. Kamtsiou and K. Markopoulos, "Roadmap for the future of
eTraining/eLearning technologies in Europe", in Pro. IEEE
International Conference on Advanced Learning Technologies
(ICALT-04), Joensuu, Finland, August 2004, pp. 460-464.
[34] A. Naeve, "The Concept Browser - a New Form of Knowledge
Management Tool", in Proc. 2nd European Web-Based Learning
Environment Conference, Lund, Sweden, October 2001, pp. 151-161.
[35] C.A. Ioannou, P. Panagiotopoulos and L.K. Stergioulas, "Roadmapping
as a Collaborative Strategic Decision-Making Process: the DialogoS+
European Project Approach", 21st Conference of the Greek Operational
Research Society, Athens, Greece, May 2009, to be presented.
[36] C.A. Ioannou, "Best practices for social dialogue in the banking sector
and new challenges, DialogoS+ Report", INE-OTOE, 2008, to be
published.
[37] C. A. Ioannou, K. Kanellopoulos, A. Mouriki and J. Toutziarakis,
"Εvaluation of international experience on social dialogue in respect
with changes ensuing the new economy in the banking sector and
transfer of best practices, DialogoS Report", ENEKA Ltd and INEOTOE,
2002.
@article{"International Journal of Business, Human and Social Sciences:51216", author = "Christos A. Ioannou and Panagiotis Panagiotopoulos and Lampros Stergioulas", title = "Roadmapping as a Collaborative Strategic Decision-Making Process: Shaping Social Dialogue Options for the European Banking Sector", abstract = "The new status generated by technological advancements and changes in the global economy raises important issues on how communities and organisations need to innovate upon their traditional processes in order to adapt to the challenges of the Knowledge Society. The DialogoS+ European project aims to study the role of and promote social dialogue in the banking sector, strengthen the link between old and new members and make social dialogue at the European level a force for innovation and change, also given the context of the international crisis emerging in 2008- 2009. Under the scope of DialogoS+, this paper describes how the community of Europe-s banking sector trade unions attempted to adapt to the challenges of the Knowledge Society by exploiting the benefits of new channels of communication, learning, knowledge generation and diffusion focusing on the concept of roadmapping. Important dimensions of social dialogue such as collective bargaining and working conditions are addressed.
", keywords = "Banking sector, knowledge society, road mapping, social dialogue.", volume = "3", number = "6", pages = "672-7", }
