External Environmental Analysis of Technical Systems for Establishing R&D Strategies

다국어 초록 (Multilingual Abstract)

Analyzing the external environment of technical systems emerging from objective patterns of technical system evolution is essential for predicting future technological development and for establishing R&D strategies. However, STEEP, a typical environmental analysis tool (involving social, technological, economic, environmental, and political aspects) and qualitative investigation method, is not easy for researchers in science, technology, and engineering to use effectively without having expertise in the relevant area. This study aims to develop a method that can be easily used by non-specialist researchers in R&D. To achieve this, the external environment was divided into the macro environment and the micro environment by applying multi-screens, a systematic analysis method of the theory of inventive problem solving (TRIZ). Specifically, macro environmental factors are defined as STEEP while micro environmental factors, which have a direct effect on the survival or success of a technical system, are defined as five supersystems based on Porter’s five forces framework. For analyzing the macro environment, a wide range of the existing STEEP factors were systematically sub-categorized around the key concepts. These concepts were defined according to the analytical purpose of market-oriented technology development and topic of analysis for each field of STEEP. Based on this classification system, the STEEP analysis template, a practical tool for macro environmental analysis, was developed to derive the core STEEP keywords. Similarly, a template for supersystem analysis was developed to analyze the relationship and influence of STEEP keywords on the five supersystems. This STEEP factors classification method and the templates are expected to provide a guideline for quickly and easily analyzing the influence of STEEP factors on a technical system.

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