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Portais Corporativos



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                       Strengthening Economic Clusters and Value Chains
                       trough the development of Knowledge Portals
                       This article presents the conceptual bases to develop a knowledge portal applied on a general supply
                       chain.


                                                                                        Dr. José Cláudio Cyrineu Terra

                       Introduction                                                      Value Chains

                       The purpose of this paper is to establish the                •    A Brazilian Experience with a
                       conceptual bases for the development of a                         Knowledge Portal involving 15 Research
                       knowledge portal applied to a generic economic                    Organizations
                       cluster and value chain and to report the initial
                       results of Communities of Practice developed                 •    Expected Results and Final
                       across a number of different Research Institutes.                 Considerations
                       Although we start out with solid theoretical bases,
                       the paper does more than just review the concepts       1.	 Review	of	Concepts
                       previously presented or developed. In fact, we
                       believe this paper is quite innovative.                 For a better understanding of the theoretical
                                                                               bases of this paper, we have to briefly revisit
                       Concise revisions are made of the main points           the concepts of Cluster Economics, Knowledge
                       related to Cluster Theory and Learning Networks,        Management and Corporate Portals. According
                       Knowledge Management and Corporate                      to our interpretation, there is potential for a highly
                       Portals. These concepts, practices and points of        synergistic interaction among these three concepts.
                       convergence make up, then, the starting points          In fact, in spite of dealing with concepts from three
                       for a description of the main objectives and            distinct areas of study or bodies of knowledge,
                       functionalities (with their corresponding motivators)   that is, Economics, Administration and Information
                       that should be included in a “Knowledge Portal          Technology, it can be seen that the key and
                       Applied to Economic Clusters and Value Chains”.         dominant themes are very similar. This similarity
                                                                               of themes and, in some cases, analytic tool-box, is
                       We will divide this work into the following parts:      what motivated the preparation of this article. We
                           • Review of Concepts                                will try, next, to emphasize each of these themes
                                  o “Cluster Economics” and the                separately, so that, at the end of this paper, we can
                                       Network Era                             put forward some propositions of a practical nature.
                                  o Knowledge Management;

                            •    The Innovative Opportunity: Knowledge
                                 Portal Applied to Economic Clusters and


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                           Conceptual	Model:	Synergy	of	Concepts	
                           between	Clusters,	Knowledge	Management	
                           and	Corporate	Portals




                                                                              networks of collaboration and knowledge among
                        Source: Developed by the author                       enterprises, universities and government. The
                                                                              Japanese kairetsus and the just-in-time methods
                       1.1	 “Cluster	Economics”	and	the	Network	Era           of production, initially developed by Toyota, have
                                                                              spread throughout the world and have as one of
                       Understanding of competitive advantage on              their bases a very high level of cooperation and
                       the basis of clusters has its origin in some           exchange of information among enterprises in the
                       classical works which detailed the power of            productive chain. In Europe, there are already
                       learning networks. Michael Porter, in his book         reports that speak of a new corporate structure:
                       The Competitive Advantage of Nations, called           the “syndicates of companies”, that is, associations
                       attention to the atmosphere of learning, cooperation   of small and medium companies, which do not
                       and high competition existing in micro-regions;        compete against each other and which are co-
                       Anna Lee Saxenian related very ably (in her            proprietors of “cooperatives” which assume
                       book: Regional Advantage) the development of           responsibility for activities in common , such as:
                       Silicon Valley, starting with the informal flows and   marketing, distribution, entry into foreign markets,


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                       licensing of technology, etc. With this structure, the   (as do the keiretsus) and the information
                       individual enterprises concentrate on their main and     exchanges go far beyond those which would be
                       differentiating activities (e.g., design, RD, etc.).    required to complete production orders. In many
                                                                                cases, the exchanges of “intangibles” (information
                       In sum, companies which belong to competitive            or knowledge) are, in fact, the only relevant
                       clusters work, in general, in a rather synergistic way   exchanges among the members of the cluster. In
                       and/or may hold various common interests. Among          this new era, the participants of these networks
                       them, the following may be mentioned: satisfaction       collaborate to attend to the long and short term
                       of the final customer, technological development,        needs of their customers and to create new
                       sectoral or local regulation, training of the work       knowledge and products.
                       force, development of infrastructure, exports,
                       relations with the government, academia and other        Manuel Castell, well-known Berkeley sociology
                       not-for-profit institutions, etc.                        professor and astute observer of economic and
                                                                                social changes engendered by the information and
                       Various authors have predicted that, by means            telecommunications technologies, believes that: the
                       of new levels and forms of networking, we’re             network is the enterprise. The concepts, then, of
                       beginning to see the rapid change in the                 networks of companies and/or network enterprise
                       role performed by large corporations and the             are carried much further ahead by Castell. In his
                       emergence of a picture of how work should                interpretation, the network enterprise is a “lean
                       be carried out in the 21st century. The change           agency of economic activity”, where the business
                       taking place at this time would be as profound           practices are carried out in an ad hoc manner,
                       as that which occurred starting with the industrial      depending upon specific projects and quite short-
                       revolution. In spite of the constant reports of          lived demand.
                       mergers and acquisitions all over the world, it can
                       be observed that, for example, the proportion that       It is necessary to both compete and, at the same
                       employees working for the 500 largest companies          time, collaborate. Companies often compete
                       in the USA (the Fortune 500) represents of the           in some markets and collaborate in others.
                       total American workforce has been falling steadily       Nowadays, in the most advanced markets, they
                       for the past 25 years, having gone down from             already talk a lot about “Collaboration Capital”
                       20% to 10%. These companies are clearly less             and “Digital Capital”. It has to do, in large part,
                       vertically integrated today than in the past. Their      with the idea of taking advantage of the Internet’s
                       fundamental role, according to MIT professors            infrastructure to increase revenue and profits by
                       Malone and Laubacher, will be to: “establish rules,      means of never before attained levels of high scale
                       standards and cultures for network organizations         collaboration, independent of geographic location.
                       operating partly within and partly outside their own     According to this emerging model, everything
                       boundaries”.                                             begins with the final client’s needs and materializes
                                                                                by means of intense collaboration to optimize
                       The Internet, however, is substantially raising          the joint processes of the different parties and to
                       the importance of all these concepts of clusters         stimulate the exchange of information, knowledge,
                       and integration among companies. Unlike these            resources and personnel.
                       more traditional symbiotic forms, the new ways
                       of networking are not restricted by geographic           In this environment, we believe that, without having
                       barriers, they do not involve crossed shareholdings      very well-connected and rapidly- implemented


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                       business and sector strategies, it is very hard to
                       imagine that enterprises will succeed in making          In the context of this paper, it is important
                       themselves competitive and even in surviving the         to highlight that sociological and economic
                       challenges imposed by international competition.         research and experiments have repeatedly
                       The economic model of substitution of imports,           demonstrated that people tend to have less trust
                       adopted by many developing nations led                   in individuals of another race, country or culture.
                       enterprises in these countries to “learn by doing”.      This is an important issue for knowledge-based
                       The external competition with companies from             multinationals, regional cooperation and virtual
                       developed countries, nevertheless, require other         economic cluster that require cooperation and the
                       forms of learning to be much more prominent and          free-flow of knowledge among people from offices
                       demand much more modern strategies to speed              across the globe. For years, organizations have
                       up both the creation and the flow of knowledge           been trying to mitigate the difficulty of building trust
                       within and among enterprises and other institutions,     across cultures by periodically moving people to
                       such as research centres, universities, trade and        different offices and countries and by providing
                       industrial associations, governments, etc.               many employees with, among other things, diversity
                                                                                and cultural-sensitivity courses.
                       In this scenario, it’s more and more difficult to
                       imagine that small companies (and even countries),       The degree of trust is rooted in history, myths and
                       operating in an isolated manner, can manage              set of prevailing values. It develops over time and
                       to succeed. They’re incapable of generating              is not easily increased. However, it can be very
                       or obtaining all the knowledge and information           easily reduced or even totally lost by untrustworthy
                       they need and of attaining large enough scale to         actions. This asymmetric nature of trust (hard to
                       perform and compete with a global perspective. To        increase, easy to be lost) and its fundamental
                       overcome this disadvantage, they must of necessity       importance for building knowledge-sharing and
                       employ coordinated educational, managerial and           collaborating networks is one the key issues that
                       business strategies, proactively incorporated            need be taken into consideration upfront and not as
                       into the environment. These same ideas also              an after-thought.
                       apply to large and traditional organizations. If
                       they are unable to develop an intense ambience
                       of collaboration with their customers, suppliers,        1.2	 Knowledge	Management
                       partners and even with their competitors, really
                       didn’t understand the new paradigms of the                         Knowledge management doesn’t even
                       “Knowledge Era”.                                                   have its start with technology. It starts
                                                                                          with business objectives and processes
                       It is also clear that “trust” is one of the key                    and the recognition of the need to share
                       currencies in this new environment. People and                     information.
                       organizations will not voluntarily share what they                                                   Bill Gates,
                       know if they do not trust the other parties. On the                                      President of Microsoft
                       other hand, as the need for continuous learning is
                       becoming an essential aspect of life, human and          We are living at a time of important transition in
                       computer-based networks become an important              the economic environment, where the proactive
                       strategy for individuals to amplify the reach of their   management of knowledge acquires a central
                       social and trust-based interactions.                     role for the competitiveness of both enterprises


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                       and of countries. However, this was not always             creation and reutilization of knowledge. They also
                       so, as, in the past, advantages of location, as well       need more automated systems, which can bring
                       as access to cheap labour, natural resources and           the source of knowledge or correct information to
                       financial capital had much more significant roles.         the user – wherever that person may be – virtually
                       It’s quite evident that we’re living in an increasingly    instantaneously. Time is extremely important!
                       turbulent environment, where competitive
                       advantages must be permanently reinvented and              In quite practical terms, Knowledge Management
                       where low-technology sectors and those having              implies, necessarily:
                       low knowledge intensity inexorably lose economic           • Development of competencies inter-related
                       share. In this context, the challenge to produce                on the strategic, organizational and individual
                       more and better is being replaced by the permanent              levels;
                       challenge of creating new products, services,              • Acceleration of the generation of new
                       processes and management systems. In turn, the                  knowledge with competitive value:
                       speed of change and the growing complexity of                        - Increased collaboration among
                       the challenges no longer allow these efforts to be                         employees;
                       concentrated in just a few individuals or areas of                   - Facilitation of employee access to the
                       the organizations, region or even countries.                               sources of training (on-line and off-
                                                                                                  line), information and knowledge;
                       It’s increasingly necessary to make innovation             • Discovery of Intellectual Capital and
                       a permanent mission and to leverage all types                   Knowledge already existing in the company;
                       of available knowledge, be they tacit or explicit,         • Generation of new revenue based on the re-
                       internal or external, tangible or intangible. In                use of the knowledge/intellectual          capital
                       this scenario, in the mid-‘90s, “Knowledge                      existing in the company;
                       Management” emerged as a discipline and a                  • Protection of the intellectual capital existing in
                       formalized organizational function, initially in private        the company;
                       enterprises and, a little later, in government organs      • Leveraging of the knowledge existing in the
                       and state-owned enterprises and in supranational                company and in the external environment to
                       entities, such as The World Bank and the United                 better serve the customers;
                       Nations. In sum, when one thinks about Knowledge           • Improvement of the decision-making process
                       Management, there is an overlap in the direction                at all levels of the company (management,
                       of the “micro” (individuals and groups), “meso”                 production and on the front line);
                       (organizations) and “macro” (environment)                  • Reduction of costs and of re-working:
                       analyses.                                                            - Don’t reinvent the wheel; and
                                                                                            - Avoid activities which add little value.
                       At present, we are confronting challenges without
                       precedent in terms of knowledge management.                It’s also clear that investments in information
                       The challenges are especially guided by three              technology and telecommunication infrastructure
                       forces: the huge volumes of information which are          are having an important role in the attainment of
                       presently being created, stored and distributed; the       these objectives. Especially, those technologies
                       incredible speed with which knowledge content is           based on the Internet and which facilitate the
                       changing; and the continual transformation of the          sharing of implicit and explicit knowledge. Among
                       workplace. To be able to survive, organizations            the principal benefits from these technologies are,
                       must be more and more proactive in supporting the          mainly, the increase in connectivity among persons


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                       (within and outside the organization), a reduction in   Two areas and/or topics which are relatively new
                       the problems of communication between different         and quite related to Knowledge Management are
                       hierarchical levels and better interaction with         “Practice Communities” and “E-learning”. Some of
                       suppliers and customers. These tools, usually           their elements are high-lighted below:
                       integrated in a corporate portal framework, may
                       be classified, from a “Knowledge Management”            Communities of Practice
                       perspective, into five large areas:                     In light of the tremendous challenge of promoting
                                                                               the sharing of knowledge within and among
                                •    Access to a repository of reference       companies, the concept of “Communities of
                                     materials: explicit knowledge which       Practice”, created by organizational theoretician
                                     may be easily accessed and which          Etienne Wenger, is one of the most interesting
                                     avoids duplication of effort;             developments related to Knowledge Management.
                                •    Content Management Systems: tools         Communities of Practice (CoPs) consist of persons
                                     which permit the quick and orderly        who are informally linked by a shared interest in
                                     access, publication and distribution      the learning and application of a common practice.
                                     of contents – in a decentralized way      A CoP focuses colleagues on the execution of true
                                     and/or according to well-established      work. What keeps CoP members together is a
                                     flows;                                    common sense of purpose and a real need to know
                                •    Expertise maps: data banks with lists     what the other members know. “Communities of
                                     and descriptions of the competencies      Practice” is a term which refers to the ways in which
                                     of individuals within and outside the     people work together and/or associate with others
                                     organization (e.g., internal “yellow      naturally. It recognizes and celebrates the power of
                                     pages” of the organization), which        informal communities of colleagues, their creativity
                                     facilitate the sharing of implicit        and resources to solve problems and their ability
                                     knowledge;                                to invent better and easier ways to resolve their
                                •    Virtual Collaboration Systems: tools      commitments.
                                     which reduce the barriers of time and
                                     distance in access to knowledge.          CoPs are intrinsically related to the needs of
                                     They may be synchronous (e.g.,            individuals to connect with others who share similar
                                     videoconferences, chat-rooms, etc.)       learning experiences or objectives. They may
                                     or asynchronous (e.g., e-mails,           also bring together persons who would otherwise
                                     discussion fora, etc.); and               never meet each other. The most interesting CoPs
                                •    Knowledge-enabled Processes:              are those which are connected (and motivated)
                                     key processes can be codified by          by specific challenges, interests or problems
                                     task designers in order to capture        in common. CoPs go beyond the traditional
                                     best practices and standardize how        boundaries of working groups or teams. These
                                     certain activities are done. These        working networks may extend well beyond the limits
                                     solutions are often based on the          of an organization. The meetings may or may not
                                     application of workflow technology        be regularly scheduled, in a fixed location, or have
                                     enhanced by portal abilities to provide   structured agendas. They may be real or virtual get-
                                     added structured and unstructured         togethers. What keeps the members connected are
                                     information at the point of need.         their common interests in personal development
                                                                               and in joint-learning. The CoPs may be short-lived


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                       or continue for a long time. In any event, they           innovation, collaboration and entrepreneurial
                       experience a vital cycle of activity and a variable       behaviour, within the cluster, increases remarkably.
                       number of members.                                        This “dynamization”, in turn, may engender healthy
                                                                                 levels of internal competition and an increase in global
                       CoP members may work in the same department,              ambitions. The review of the concepts presented in
                       be from different parts of a company, or even             the foregoing section leads us to believe that there
                       be from different companies and institutions.             is a great synergistic and innovative opportunity
                       Communication tends to be broad and includes              that may be applied to strengthen certain economic
                       topics that are not necessarily directly related to the   clusters and value chains (mainly those which could
                       task or work-project. CoP members may or may not          benefit from better information flows and more
                       have participated in joint projects. They may create      intensive collaboration between the public and
                       semi-open “clubs”, where participation is based           private players of the productive chain, as is the
                       upon a relationship of great confidence and upon          case of Government-owned or sponsored Research
                       the contribution which each member brings to the          Institutes).
                       community or network. Another important distinction
                       between CoPs and task-forces is that participation        Important regional development and/or productive
                       is normally voluntary or individually chosen. This        chain strategies are beginning to appear, which
                       signifies that, even though membership is in              take into account, at the same time, the concepts
                       many cases open, it is really only effective if the       of Cluster Economics and Knowledge Management
                       members attain a certain level of participation           and which leverage corporate portals technologies.
                       (even “listening” actively and attentively). Normally,    We’re talking about the proposal of development of
                       the most important knowledge exchanges which              a “Knowledge Portal Applied to Economic Clusters
                       occur within the context of a CoP (especially when        and Value Chains”.
                       they involve more abstract concepts) have to do
                       with exchanges of implicit knowledge. One of              For the knowledge portals applied to the productive
                       the implications of this fact is that, even though        chain project to be considered a success, it’s
                       IT/Internet applications offer valuable tools of          essential that it becomes an integral part of the work
                       collaboration and abundant information, this will         of the companies participating in the productive
                       often not be a substitute for the role of intuition       chain. It needs to provide the participating companies
                       and the wealth and depth of knowledge transfers           with motives to visit the portal frequently. The
                       and creation which occur in face-to-face meetings.        solutions which more advanced portals offer are not
                       For that reason, many Knowledge Management                limited to access to structured and non-structured
                       efforts are focused upon facilitating the localization    information. They also have an essential role in the
                       of specialists who nourish and support the                development of collaboration and commerce. They
                       development of Communities of Practice.                   stimulate exchanges of explicit knowledge, contact
                                                                                 among members of the involved organizations and
                       2.	 The	Innovative	Opportunity:	Knowledge	                commerce.
                           Portal	Applied	to	Economic	Clusters	and	
                           Value	Chains                                          Following, then, the classical ideas and proposals
                                                                                 for the “dynamization” of clusters and transposing
                       The “dynamization” of clusters is always associated       typical corporate portals applications, one could
                       with high levels of linkages among the principal          foresee the functionalities of the knowledge portal
                       players. When this occurs, the potential for              divided into six large areas:


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                          I.       Information Flows;                          IV.      Business Generation;
                          II.      Collaboration;                              V.       Promotion of Innovation; and
                          III.     Training of Personnel;                      VI.      Optimization of Resources.


       Proposal	of	Knowledge	Portal	Applied	to	Economic	Clusters	and	Value	Chains

              OBJECTIVES	OF	THE	PORTAL                                                       MOTIVATION
        I	-	INFORMATION	FLOWS
        Provide broad access to updated, relevant It’s evident that the portal can serve as an information source for all the companies in the
        information focused on the productive chain chain:
                                                    • Various kinds of reports and market studies are not normally accessible to most
                                                        companies;
                                                    • In certain cases, the companies lack the financial resources to acquire the reports; in
                                                        others, the companies do not even know the reports exist;
                                                    • It is also possible, via the portal, to reach a large enough scale to look for and organize
                                                        widely-available data.
        Collect information from the companies to   • It’s possible, via the portal, to establish quite simple and automatic mechanisms for
        execute and rapidly update sectoral studies     data collection from the companies.
                                                    • This not only permits reductions of cost, but also of time required to carry out research
                                                        and sectoral diagnoses.
                                                    • One can also think about creating innovative indicators of the evolution of the sector’s
                                                        intellectual capital.
        II	-	COLLABORATION
        Promote information exchange and            • The portal can use various tools which permit the virtual exchange of information
        collaboration among companies in the            (discussion forums, chats, etc.) and also the decentralized publication of the contents
        productive chain                                by the companies participating in the cluster.
                                                    • Stimulate the development of “Practice Communities” involving persons from diverse
                                                        companies.
                                                    • These may include information about the company itself, as well as a description of
                                                        projects in progress.
                                                    • It’s also possible to consider areas such as “Urgent Questions”.




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        Promote interchange between the private       •   The portal may be designed to provide quite specific information so that, especially
        sector and knowledge sources in the public        small businesses, have instantaneous access to governmental reports (e.g., trade
        sector and academia                               missions) and academic information (e.g., lists of experts and national and international
                                                          laboratories relevant to the sector).
                                                      •   Persons from academia, research institutes and government may also utilize the
                                                          portal to monitor the companies’ activities, projects and needs.
        III	-	TRAINING	OF	PERSONNEL
        Centralize and reduce the cost by on-line     •   On-line training modules may be made available to all the companies.
        training                                      •   There’s a clear reduction in the individual costs of licensing and development of the
                                                          courses.
                                                      •   Increases are evident in the speed of dissemination of new concepts.
        Divulge opportunities for off-line training   •   The portal may have an area for the divulgation of recommended opportunities for
                                                          training offered by third parties.
        Create a more efficient job market            •   The portal may become a reference centre for work opportunities for persons operating
                                                          both within and outside the sector.
                                                      •   The liquidity and the “oxygenation” of the market are increased.
                                                      •   Elements of confidentiality must be introduced in order to assure the adherence of the
                                                          companies.
        Promote greater use of information            •   The very need for and opportunity to utilize the portal may become an important
        technology and Internet tools                     incentive for a more intense use of IT by companies of the sector.
                                                      •   Courses in informatics are ideal for training via the Internet.
                                                      •   As a part of the launching of the portal, special conditions for acquiring computers
                                                          could be offered to small businesses.
        IV	-	BUSINESS	GENERATION
        Promote opportunities for business            •   The opportunity of creating mechanisms so that companies may promote their
        between companies                                 commercial interests and find partners within and outside the cluster is quite
                                                          interesting.
                                                      •   The promotion of the formation of temporary and/or permanent consortia may be
                                                          facilitated by e-project tools.
        Promote local companies globally              •   The portal may serve as an element of divulgation of the products and services of the
                                                          cluster and also for the quick localization of and contact with the companies.
                                                      •   If some of its functions and areas of content were translated to the English language,
                                                          the portal could serve as an excellent marketing tool and help develop international
                                                          business.




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       Promote electronic trading                      •   Tools which permit the rapid configuration of e-business may be made available on
                                                           the portal.
                                                       •   The tools may be pre-negotiated and adapted to meet the needs of the productive
                                                           chain.
                                                       •   Auction-like electronic markets may also be established.
       V	-	PROMOTION	OF	INNOVATION
       Promote success stories                         •   The portal may be utilized to describe success stories among cluster companies.
                                                           These kinds of stories are known to incite innovative behaviour.
       Disseminate technical norms                     •   The faster diffusion of technical norms has a positive impact on the productive
                                                           quality.
       VI	-	OPTIMIZATION	OF	RESOURCES



                        Map and optimize the utilization of the •               Just as multinational mega-businesses which utilize internal portals
                        productive resources of the productive                  their employees and researchers in Brazil to and reserve productive a
                                                                                   for some research institutes may identify provide
                        chain                                                   resources, respectively,and sectoral portal may enable associated c
                                                                                   adequate services the produce locally-relevant
                                                                                “rent” some based on their own physical and intellectual
                                                                                   research of their idle resources.
                                                           •                    A market mayThis hascreated for trading competencies and intellectual
                                                                                   resources. also be changed dramatically due to the
                        Provide common services to all the •                    The portal may web has made geographical distances electronic servic
                                                                                   fact that the be utilized to automate the providing of
                        companies                                               travel reservations, accounting, etc.).
                                                                                   a lot less relevant.
                       Source: Developed by the author
                                                                                  In the context of this scenario, ABIPTI (Brazilian
                                                                                  Association of Research Institutes) started a
                       3.	 A	Brazilian	Experience	with	a	Knowledge	               Knowledge Portal project at the end of 2002 with the
                           Portal	involving	15	Research	Organizations             support of the author of this paper. Fifteen out of 115
                                                                                  member organizations were selected to participate
                       Brazil has made huge strides in terms of its overall       in this project. They were considered to be the most
                       industrial and technological outputs in the last           advanced in terms of technological and managerial
                       three decades. During this period, the Brazilian           capabilities. These organizations are scattered
                       Government financed and built a very wide                  throughout Brazil (Brazil is larger than Western
                       university and public research institute system. This      Europe) and develop their research projects in fields
                       led Brazil’s contribution to science, measured by the      as diverse as oil exploration, agriculture, information
                       Science Citation Index of the Institute for Scientific     technology, etc.
                       Information, to improve significantly from 2,000
                       articles per year in 1980 to over 12,000 articles in       Initially, the concepts of Cluster Economics,
                       2000.                                                      Knowledge Management and Corporate Portals
                                                                                  were not very clear among the executives and
                       As these results are celebrated, it becomes clear          researchers of these organizations. Consequently,
                       that Brazil’s current Innovation System will have to       the first phase of this project involved many training
                       be redrawn in face of the need to foster new levels        sessions and events. These training sessions had
                       of collaboration and to leverage scarce research           two key objectives: (1) explaining the concepts and
                       resources. In the fairly recent past, it was possible      tools of Knowledge Management; (2) changing


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                       the cultural mindset of these institutions from a                  •    Chemistry;
                       local, isolated perspective to a broad, networked                  •    Food quality.
                       perspective.
                                                                                 3.	 National	 themes defined by the Federal
                       In tandem with this work to foster the necessary              Government’s Industrial Policies. For example:
                       cultural change, a project team was also working on               • Support to Exports;
                       the development of a knowledge portal with many of                • Support to Small and Medium
                       the goals and functionalities described in the above                  Enterprises.
                       section. More specifically, the Knowledge Portal was
                       developed with key functionalities to support the         Since topics in groups one and three are more
                       development of Communities of Practice (including         generic and relevant to all research institutes, they
                       Knowledge Bases, Member’s Directory, Content and          could be or were implemented and managed by
                       Document Management, Advanced Search, Events              an association such as ABIPTI. Topics that fall into
                       Management, Alert and Subscription Tools, Forums,         category two tend to be of interest only to a few
                       Personalization, etc).                                    selected institutes, of which usually one or two have
                                                                                 a strong, recognized leadership in the field.
                       The initial focus on the development of Communities
                       of Practice across all organizations aimed at rapidly     To initiate this project, three Communities of Practice
                       achieving tangible results and, therefore, also           were selected: Management  Commercialization of
                       fostering the development of KM initiatives within        Intellectual Property and Quality Management that
                       each one of the fifteen research institutes. An           belong to the first category, and “Geological Risks”
                       important consideration in the choice of Communities      that belongs to the second category of topics.
                       of Practice was the fact that these institutes had very   These topics were chosen for the following
                       different technological capabilities and interests.       reasons:
                       The topics chosen were classified according to the
                       following three groups:                                       •    There was enough critical mass both in
                                                                                          terms of available digital content, as well as
                       1.	 Generic	 Topics related to the management                      interested and qualified personnel;
                           skills and techniques of research institutes.             •    They are well-defined topics;
                           Typical topics here include:                              •    They are topics that can engage and
                                 • Management of Intellectual Property                    motivate wide participation;
                                     and Commercialization of Technology;            •    They are strategic topics with a wide gap
                                 • Quality Management;                                    between the top and bottom performers;
                                 • Technology         Forecasting     and            •    A number of people interested in the
                                     Monitoring;                                          promoting debates and knowledge
                                 • Client Relationship Management                         exchanges were identified;
                                     (CRM);                                          •    A few experts that could help with valuable
                                 • Technology Dissemination.                              initial content were also identified;
                                                                                     •    These are topics that are directly related to
                       2.	 Scientific	Topics	that may involve a number of                 the services provided to the clients of these
                           institutes but not all of them. For example:                   research institutes;
                                 • Environment;                                      •    These communities can rapidly expand
                                 • Design;                                                to include personnel from other types of


                                                                                 © TerraForum Consultores
Portais Corporativos         Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals



                                                                                                                 biblioteca
        www.terraforum.com.br



                                organizations (industry, government and           on how Brazil integrates the considerable amount
                                universities, etc).                               of knowledge that is available in this very large
                                                                                  country, but that is currently very much dispersed.
                       Throughout the design and development of these             Geographical isolation is no longer a viable option
                       communities, a number of face-to-face meetings             for any organization or even country. Individuals
                       were held. These meetings played a key role not            and organizations now seek information and
                       only in the definition of key aspects of the tools and     knowledge regardless of their location. As the first
                       organization of documents (e.g. taxonomy), but also        three Communities were launched, one of the most
                       to build trust and understanding among members of          telling measures of the impact they may have is the
                       the research institutes.                                   fact that a number of affiliated Research Institutes
                                                                                  have contacted ABIPTI for support to start their own
                       These Communities were launched in the beginning           Communities of Practice.
                       of September 2003 with great anticipation and
                       support. Key representatives of each of the                The experience and the concepts described in this
                       participating institutes, including a few CEOs, flew       paper are being tested in a number of different
                       from all over Brazil to the city of São Paulo in order     contexts and initiatives in Brazil. Results are still
                       to show their support and commitment to these              very preliminary to be analyzed in terms of success
                       Communities.                                               or failure rates. It is our opinion, however, that these
                                                                                  kinds of initiatives are of particular importance
                                                                                  to developing countries. Such countries do not
                       4.	 Expected	Results	and	Final	Considerations              have the resources of most multinationals that are
                                                                                  developing their own internal knowledge portals and
                       This paper attempted to show that the technologies         leveraging knowledge from all over the world. The
                       derived from and which take advantage of the               route for inter-organizational collaboration through
                       standards established by the Internet may have a           knowledge portals is not an easy route, but one that
                       fundamental role in making value chains, economic          is very promising. Indeed, it is probably a necessity
                       clusters and regions more dynamic. Corporate               to compete in the Knowledge Era.
                       Portals focused on Knowledge Management are one
                       of the recent developments and applications (mainly
                       in large international enterprises) that present great
                       potential for this purpose.

                       Just as is the case when applying portals to Knowledge     5.	 References
                       Management in large privately-owned companies,
                       the main challenge is not technological. There are           Porter recently re-visited his original work and
                       several strategic, operational and organizational          published the following article: Porter, M., Clusters
                       elements that are critical to the success of such          and The New Economics of Competition, Harvard
                       initiatives. In this paper, we focused our attention       Business Review, pp: 77-90, Nov.-Dec., 1998
                       on the strategic and conceptual elements – which
                       ought, in fact, to precede any initiative in this field.    Saxenian, A., Regional Advantage: Culture and
                                                                                  Competition in Silicon Valley and Route 128, Harvard
                       The initiative being led by ABIPTI is significant in its   University Press, 1996
                       ambition. Its success may have a profound impact


                                                                                  © TerraForum Consultores
Portais Corporativos           Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals



                                                                                                           biblioteca
        www.terraforum.com.br



                         The Economist, Will the corporation survive?          and communities-of-practice: Toward a unified view
                       November 1st, 2001                                      of working, learning and innovation. Organizational
                                                                               Science, 2, 1991: pp: 40-57
                        Malone, T. W.  Laubacher, R.J., All change for the
                       e-lance economy, FP Mastering, National Post, July       One of the few studies we know of which proposes
                       10, 2001                                                something similar is the following one: Jarboe,
                                                                               K., Knowledge Management As an Economic
                        Ibid                                                   Development Strategy, Reviews of Economic
                                                                               Development Literature and Practice: No. 7, U. S.
                         Tapscott, D; Ticoll, D  Lowy, A. Digital Capital:    Economic Development Administration.
                       harnessing the power of business webs, HBS Press,
                       2000

                         Castells, M., The Internet Galaxy: Reflections on
                       the Internet, Business and Society, Oxford University
                       Press, 2001

                        Tapscott, D; Ticoll, D  Lowy, A., op.cit.

                         Interesting researches and publications on “trust”
                       include:
                       - Alesina, A.  La Ferrara, E., Who trusts others?,
                       Journal of Public Economics, 2001
                       - Clark, K.  Serfon, M., The Sequential Prisoner’s
                       Dilemma: Evidence on Reciprocation, Economic
                       Journal, January, 2000
                       - Fukuyama, F., Trust: The Social Virtues and the
                       Creation of Prosperity, Penguin Books, 1995
                       - Glaeser, E. et alii, Measuring Trust, Quarterly
                       Journal of Economics, August 2000
                         Gates, W.H. (with Collins Hemingway), Business
                       @ the Speed of Thought: Using a Digital Nervous
                       System, Warner Books, 1999, p. 238

                          Terra, J.C., Knowledge Management: the big
                       business challenge, Negócio Editora, Second
                       edition, 2001

                         Wenger, E.C.  Snyder, W.M., Communities of
                       Practice: The Organizational Frontier, Harvard
                       Business Review, Jan.-Feb., 2000, pp: 139-145

                        Brown J.S.,  Duguid, P. Organizational learning


                                                                               © TerraForum Consultores
Portais Corporativos        Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals



                                                                                                        biblioteca
          www.terraforum.com.br



                                                *	*	*                       A EMPRESA
                         José	Cláudio	C.	Terra	é presidente da TerraForum   A TerraForum Consultores é uma empresa
                         Consultores. Atua como consultor e palestrante     de consultoria e treinamento em Gestão do
                         no Canadá, nos Estados Unidos, em Portugal, na     Conhecimento (GC) e Tecnologia da Informação. Os
                         França e no Brasil. Também é professor de vários   clientes da empresa são, em sua maioria, grandes
                         programas e pós-graduação e MBA e autor de         e médias organizações dos setores público, privado
                         vários livros sobre o tema. Seu email é            e terceiro setor. A empresa atua em todo o Brasil
                         jcterra@terraforum.com.br                          e também no exterior, tendo escritórios em São
                                                                            Paulo, Brasília e Ottawa no Canadá. É dirigida pelo
                                                                            Dr. José Cláudio Terra, pioneiro e maior referência
                                                                            em Gestão do Conhecimento no país. Além disso,
                                                                            conta com uma equipe especializada e internacional
                                                                            de consultores.
                                       ARTIgOS RELACIOnADOS
                                                                            PUBLICAÇÕES TERRAFORUM
          Gestão do Conhecimento e Sistemas de Informações Públicos         Winning at Collaboration Commerce
        Portais Corporativos: novo instrumento de gestão da informação
Entendendo os Diferentes Níveis de Sofisticação de um Portal Corporativo    Gestão do Conhecimento e E-learning na Prática

                                                                            Portais Corporativos, a Revolução na Gestão do
                                                                            Conhecimento

                                                                            Gestão do Conhecimento - O Grande Desafio
                                                                            Empresarial

                                                                            Gestão do Conhecimento em Pequenas e Médias
                                                                            Empresas

                                                                            Realizing the Promise of Corporate Portals:
                                                                            Leveraging Knowledge for Business Success

                                                                            Gestão de Empresas na Era do Conhecimento




                                                                            © TerraForum Consultores

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Strengthening Economic Clusters and Value Chains

  • 1. Portais Corporativos biblioteca Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals This article presents the conceptual bases to develop a knowledge portal applied on a general supply chain. Dr. José Cláudio Cyrineu Terra Introduction Value Chains The purpose of this paper is to establish the • A Brazilian Experience with a conceptual bases for the development of a Knowledge Portal involving 15 Research knowledge portal applied to a generic economic Organizations cluster and value chain and to report the initial results of Communities of Practice developed • Expected Results and Final across a number of different Research Institutes. Considerations Although we start out with solid theoretical bases, the paper does more than just review the concepts 1. Review of Concepts previously presented or developed. In fact, we believe this paper is quite innovative. For a better understanding of the theoretical bases of this paper, we have to briefly revisit Concise revisions are made of the main points the concepts of Cluster Economics, Knowledge related to Cluster Theory and Learning Networks, Management and Corporate Portals. According Knowledge Management and Corporate to our interpretation, there is potential for a highly Portals. These concepts, practices and points of synergistic interaction among these three concepts. convergence make up, then, the starting points In fact, in spite of dealing with concepts from three for a description of the main objectives and distinct areas of study or bodies of knowledge, functionalities (with their corresponding motivators) that is, Economics, Administration and Information that should be included in a “Knowledge Portal Technology, it can be seen that the key and Applied to Economic Clusters and Value Chains”. dominant themes are very similar. This similarity of themes and, in some cases, analytic tool-box, is We will divide this work into the following parts: what motivated the preparation of this article. We • Review of Concepts will try, next, to emphasize each of these themes o “Cluster Economics” and the separately, so that, at the end of this paper, we can Network Era put forward some propositions of a practical nature. o Knowledge Management; • The Innovative Opportunity: Knowledge Portal Applied to Economic Clusters and © TerraForum Consultores
  • 2. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br Conceptual Model: Synergy of Concepts between Clusters, Knowledge Management and Corporate Portals networks of collaboration and knowledge among Source: Developed by the author enterprises, universities and government. The Japanese kairetsus and the just-in-time methods 1.1 “Cluster Economics” and the Network Era of production, initially developed by Toyota, have spread throughout the world and have as one of Understanding of competitive advantage on their bases a very high level of cooperation and the basis of clusters has its origin in some exchange of information among enterprises in the classical works which detailed the power of productive chain. In Europe, there are already learning networks. Michael Porter, in his book reports that speak of a new corporate structure: The Competitive Advantage of Nations, called the “syndicates of companies”, that is, associations attention to the atmosphere of learning, cooperation of small and medium companies, which do not and high competition existing in micro-regions; compete against each other and which are co- Anna Lee Saxenian related very ably (in her proprietors of “cooperatives” which assume book: Regional Advantage) the development of responsibility for activities in common , such as: Silicon Valley, starting with the informal flows and marketing, distribution, entry into foreign markets, © TerraForum Consultores
  • 3. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br licensing of technology, etc. With this structure, the (as do the keiretsus) and the information individual enterprises concentrate on their main and exchanges go far beyond those which would be differentiating activities (e.g., design, RD, etc.). required to complete production orders. In many cases, the exchanges of “intangibles” (information In sum, companies which belong to competitive or knowledge) are, in fact, the only relevant clusters work, in general, in a rather synergistic way exchanges among the members of the cluster. In and/or may hold various common interests. Among this new era, the participants of these networks them, the following may be mentioned: satisfaction collaborate to attend to the long and short term of the final customer, technological development, needs of their customers and to create new sectoral or local regulation, training of the work knowledge and products. force, development of infrastructure, exports, relations with the government, academia and other Manuel Castell, well-known Berkeley sociology not-for-profit institutions, etc. professor and astute observer of economic and social changes engendered by the information and Various authors have predicted that, by means telecommunications technologies, believes that: the of new levels and forms of networking, we’re network is the enterprise. The concepts, then, of beginning to see the rapid change in the networks of companies and/or network enterprise role performed by large corporations and the are carried much further ahead by Castell. In his emergence of a picture of how work should interpretation, the network enterprise is a “lean be carried out in the 21st century. The change agency of economic activity”, where the business taking place at this time would be as profound practices are carried out in an ad hoc manner, as that which occurred starting with the industrial depending upon specific projects and quite short- revolution. In spite of the constant reports of lived demand. mergers and acquisitions all over the world, it can be observed that, for example, the proportion that It is necessary to both compete and, at the same employees working for the 500 largest companies time, collaborate. Companies often compete in the USA (the Fortune 500) represents of the in some markets and collaborate in others. total American workforce has been falling steadily Nowadays, in the most advanced markets, they for the past 25 years, having gone down from already talk a lot about “Collaboration Capital” 20% to 10%. These companies are clearly less and “Digital Capital”. It has to do, in large part, vertically integrated today than in the past. Their with the idea of taking advantage of the Internet’s fundamental role, according to MIT professors infrastructure to increase revenue and profits by Malone and Laubacher, will be to: “establish rules, means of never before attained levels of high scale standards and cultures for network organizations collaboration, independent of geographic location. operating partly within and partly outside their own According to this emerging model, everything boundaries”. begins with the final client’s needs and materializes by means of intense collaboration to optimize The Internet, however, is substantially raising the joint processes of the different parties and to the importance of all these concepts of clusters stimulate the exchange of information, knowledge, and integration among companies. Unlike these resources and personnel. more traditional symbiotic forms, the new ways of networking are not restricted by geographic In this environment, we believe that, without having barriers, they do not involve crossed shareholdings very well-connected and rapidly- implemented © TerraForum Consultores
  • 4. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br business and sector strategies, it is very hard to imagine that enterprises will succeed in making In the context of this paper, it is important themselves competitive and even in surviving the to highlight that sociological and economic challenges imposed by international competition. research and experiments have repeatedly The economic model of substitution of imports, demonstrated that people tend to have less trust adopted by many developing nations led in individuals of another race, country or culture. enterprises in these countries to “learn by doing”. This is an important issue for knowledge-based The external competition with companies from multinationals, regional cooperation and virtual developed countries, nevertheless, require other economic cluster that require cooperation and the forms of learning to be much more prominent and free-flow of knowledge among people from offices demand much more modern strategies to speed across the globe. For years, organizations have up both the creation and the flow of knowledge been trying to mitigate the difficulty of building trust within and among enterprises and other institutions, across cultures by periodically moving people to such as research centres, universities, trade and different offices and countries and by providing industrial associations, governments, etc. many employees with, among other things, diversity and cultural-sensitivity courses. In this scenario, it’s more and more difficult to imagine that small companies (and even countries), The degree of trust is rooted in history, myths and operating in an isolated manner, can manage set of prevailing values. It develops over time and to succeed. They’re incapable of generating is not easily increased. However, it can be very or obtaining all the knowledge and information easily reduced or even totally lost by untrustworthy they need and of attaining large enough scale to actions. This asymmetric nature of trust (hard to perform and compete with a global perspective. To increase, easy to be lost) and its fundamental overcome this disadvantage, they must of necessity importance for building knowledge-sharing and employ coordinated educational, managerial and collaborating networks is one the key issues that business strategies, proactively incorporated need be taken into consideration upfront and not as into the environment. These same ideas also an after-thought. apply to large and traditional organizations. If they are unable to develop an intense ambience of collaboration with their customers, suppliers, 1.2 Knowledge Management partners and even with their competitors, really didn’t understand the new paradigms of the Knowledge management doesn’t even “Knowledge Era”. have its start with technology. It starts with business objectives and processes It is also clear that “trust” is one of the key and the recognition of the need to share currencies in this new environment. People and information. organizations will not voluntarily share what they Bill Gates, know if they do not trust the other parties. On the President of Microsoft other hand, as the need for continuous learning is becoming an essential aspect of life, human and We are living at a time of important transition in computer-based networks become an important the economic environment, where the proactive strategy for individuals to amplify the reach of their management of knowledge acquires a central social and trust-based interactions. role for the competitiveness of both enterprises © TerraForum Consultores
  • 5. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br and of countries. However, this was not always creation and reutilization of knowledge. They also so, as, in the past, advantages of location, as well need more automated systems, which can bring as access to cheap labour, natural resources and the source of knowledge or correct information to financial capital had much more significant roles. the user – wherever that person may be – virtually It’s quite evident that we’re living in an increasingly instantaneously. Time is extremely important! turbulent environment, where competitive advantages must be permanently reinvented and In quite practical terms, Knowledge Management where low-technology sectors and those having implies, necessarily: low knowledge intensity inexorably lose economic • Development of competencies inter-related share. In this context, the challenge to produce on the strategic, organizational and individual more and better is being replaced by the permanent levels; challenge of creating new products, services, • Acceleration of the generation of new processes and management systems. In turn, the knowledge with competitive value: speed of change and the growing complexity of - Increased collaboration among the challenges no longer allow these efforts to be employees; concentrated in just a few individuals or areas of - Facilitation of employee access to the the organizations, region or even countries. sources of training (on-line and off- line), information and knowledge; It’s increasingly necessary to make innovation • Discovery of Intellectual Capital and a permanent mission and to leverage all types Knowledge already existing in the company; of available knowledge, be they tacit or explicit, • Generation of new revenue based on the re- internal or external, tangible or intangible. In use of the knowledge/intellectual capital this scenario, in the mid-‘90s, “Knowledge existing in the company; Management” emerged as a discipline and a • Protection of the intellectual capital existing in formalized organizational function, initially in private the company; enterprises and, a little later, in government organs • Leveraging of the knowledge existing in the and state-owned enterprises and in supranational company and in the external environment to entities, such as The World Bank and the United better serve the customers; Nations. In sum, when one thinks about Knowledge • Improvement of the decision-making process Management, there is an overlap in the direction at all levels of the company (management, of the “micro” (individuals and groups), “meso” production and on the front line); (organizations) and “macro” (environment) • Reduction of costs and of re-working: analyses. - Don’t reinvent the wheel; and - Avoid activities which add little value. At present, we are confronting challenges without precedent in terms of knowledge management. It’s also clear that investments in information The challenges are especially guided by three technology and telecommunication infrastructure forces: the huge volumes of information which are are having an important role in the attainment of presently being created, stored and distributed; the these objectives. Especially, those technologies incredible speed with which knowledge content is based on the Internet and which facilitate the changing; and the continual transformation of the sharing of implicit and explicit knowledge. Among workplace. To be able to survive, organizations the principal benefits from these technologies are, must be more and more proactive in supporting the mainly, the increase in connectivity among persons © TerraForum Consultores
  • 6. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br (within and outside the organization), a reduction in Two areas and/or topics which are relatively new the problems of communication between different and quite related to Knowledge Management are hierarchical levels and better interaction with “Practice Communities” and “E-learning”. Some of suppliers and customers. These tools, usually their elements are high-lighted below: integrated in a corporate portal framework, may be classified, from a “Knowledge Management” Communities of Practice perspective, into five large areas: In light of the tremendous challenge of promoting the sharing of knowledge within and among • Access to a repository of reference companies, the concept of “Communities of materials: explicit knowledge which Practice”, created by organizational theoretician may be easily accessed and which Etienne Wenger, is one of the most interesting avoids duplication of effort; developments related to Knowledge Management. • Content Management Systems: tools Communities of Practice (CoPs) consist of persons which permit the quick and orderly who are informally linked by a shared interest in access, publication and distribution the learning and application of a common practice. of contents – in a decentralized way A CoP focuses colleagues on the execution of true and/or according to well-established work. What keeps CoP members together is a flows; common sense of purpose and a real need to know • Expertise maps: data banks with lists what the other members know. “Communities of and descriptions of the competencies Practice” is a term which refers to the ways in which of individuals within and outside the people work together and/or associate with others organization (e.g., internal “yellow naturally. It recognizes and celebrates the power of pages” of the organization), which informal communities of colleagues, their creativity facilitate the sharing of implicit and resources to solve problems and their ability knowledge; to invent better and easier ways to resolve their • Virtual Collaboration Systems: tools commitments. which reduce the barriers of time and distance in access to knowledge. CoPs are intrinsically related to the needs of They may be synchronous (e.g., individuals to connect with others who share similar videoconferences, chat-rooms, etc.) learning experiences or objectives. They may or asynchronous (e.g., e-mails, also bring together persons who would otherwise discussion fora, etc.); and never meet each other. The most interesting CoPs • Knowledge-enabled Processes: are those which are connected (and motivated) key processes can be codified by by specific challenges, interests or problems task designers in order to capture in common. CoPs go beyond the traditional best practices and standardize how boundaries of working groups or teams. These certain activities are done. These working networks may extend well beyond the limits solutions are often based on the of an organization. The meetings may or may not application of workflow technology be regularly scheduled, in a fixed location, or have enhanced by portal abilities to provide structured agendas. They may be real or virtual get- added structured and unstructured togethers. What keeps the members connected are information at the point of need. their common interests in personal development and in joint-learning. The CoPs may be short-lived © TerraForum Consultores
  • 7. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br or continue for a long time. In any event, they innovation, collaboration and entrepreneurial experience a vital cycle of activity and a variable behaviour, within the cluster, increases remarkably. number of members. This “dynamization”, in turn, may engender healthy levels of internal competition and an increase in global CoP members may work in the same department, ambitions. The review of the concepts presented in be from different parts of a company, or even the foregoing section leads us to believe that there be from different companies and institutions. is a great synergistic and innovative opportunity Communication tends to be broad and includes that may be applied to strengthen certain economic topics that are not necessarily directly related to the clusters and value chains (mainly those which could task or work-project. CoP members may or may not benefit from better information flows and more have participated in joint projects. They may create intensive collaboration between the public and semi-open “clubs”, where participation is based private players of the productive chain, as is the upon a relationship of great confidence and upon case of Government-owned or sponsored Research the contribution which each member brings to the Institutes). community or network. Another important distinction between CoPs and task-forces is that participation Important regional development and/or productive is normally voluntary or individually chosen. This chain strategies are beginning to appear, which signifies that, even though membership is in take into account, at the same time, the concepts many cases open, it is really only effective if the of Cluster Economics and Knowledge Management members attain a certain level of participation and which leverage corporate portals technologies. (even “listening” actively and attentively). Normally, We’re talking about the proposal of development of the most important knowledge exchanges which a “Knowledge Portal Applied to Economic Clusters occur within the context of a CoP (especially when and Value Chains”. they involve more abstract concepts) have to do with exchanges of implicit knowledge. One of For the knowledge portals applied to the productive the implications of this fact is that, even though chain project to be considered a success, it’s IT/Internet applications offer valuable tools of essential that it becomes an integral part of the work collaboration and abundant information, this will of the companies participating in the productive often not be a substitute for the role of intuition chain. It needs to provide the participating companies and the wealth and depth of knowledge transfers with motives to visit the portal frequently. The and creation which occur in face-to-face meetings. solutions which more advanced portals offer are not For that reason, many Knowledge Management limited to access to structured and non-structured efforts are focused upon facilitating the localization information. They also have an essential role in the of specialists who nourish and support the development of collaboration and commerce. They development of Communities of Practice. stimulate exchanges of explicit knowledge, contact among members of the involved organizations and 2. The Innovative Opportunity: Knowledge commerce. Portal Applied to Economic Clusters and Value Chains Following, then, the classical ideas and proposals for the “dynamization” of clusters and transposing The “dynamization” of clusters is always associated typical corporate portals applications, one could with high levels of linkages among the principal foresee the functionalities of the knowledge portal players. When this occurs, the potential for divided into six large areas: © TerraForum Consultores
  • 8. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br I. Information Flows; IV. Business Generation; II. Collaboration; V. Promotion of Innovation; and III. Training of Personnel; VI. Optimization of Resources. Proposal of Knowledge Portal Applied to Economic Clusters and Value Chains OBJECTIVES OF THE PORTAL MOTIVATION I - INFORMATION FLOWS Provide broad access to updated, relevant It’s evident that the portal can serve as an information source for all the companies in the information focused on the productive chain chain: • Various kinds of reports and market studies are not normally accessible to most companies; • In certain cases, the companies lack the financial resources to acquire the reports; in others, the companies do not even know the reports exist; • It is also possible, via the portal, to reach a large enough scale to look for and organize widely-available data. Collect information from the companies to • It’s possible, via the portal, to establish quite simple and automatic mechanisms for execute and rapidly update sectoral studies data collection from the companies. • This not only permits reductions of cost, but also of time required to carry out research and sectoral diagnoses. • One can also think about creating innovative indicators of the evolution of the sector’s intellectual capital. II - COLLABORATION Promote information exchange and • The portal can use various tools which permit the virtual exchange of information collaboration among companies in the (discussion forums, chats, etc.) and also the decentralized publication of the contents productive chain by the companies participating in the cluster. • Stimulate the development of “Practice Communities” involving persons from diverse companies. • These may include information about the company itself, as well as a description of projects in progress. • It’s also possible to consider areas such as “Urgent Questions”. © TerraForum Consultores
  • 9. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br Promote interchange between the private • The portal may be designed to provide quite specific information so that, especially sector and knowledge sources in the public small businesses, have instantaneous access to governmental reports (e.g., trade sector and academia missions) and academic information (e.g., lists of experts and national and international laboratories relevant to the sector). • Persons from academia, research institutes and government may also utilize the portal to monitor the companies’ activities, projects and needs. III - TRAINING OF PERSONNEL Centralize and reduce the cost by on-line • On-line training modules may be made available to all the companies. training • There’s a clear reduction in the individual costs of licensing and development of the courses. • Increases are evident in the speed of dissemination of new concepts. Divulge opportunities for off-line training • The portal may have an area for the divulgation of recommended opportunities for training offered by third parties. Create a more efficient job market • The portal may become a reference centre for work opportunities for persons operating both within and outside the sector. • The liquidity and the “oxygenation” of the market are increased. • Elements of confidentiality must be introduced in order to assure the adherence of the companies. Promote greater use of information • The very need for and opportunity to utilize the portal may become an important technology and Internet tools incentive for a more intense use of IT by companies of the sector. • Courses in informatics are ideal for training via the Internet. • As a part of the launching of the portal, special conditions for acquiring computers could be offered to small businesses. IV - BUSINESS GENERATION Promote opportunities for business • The opportunity of creating mechanisms so that companies may promote their between companies commercial interests and find partners within and outside the cluster is quite interesting. • The promotion of the formation of temporary and/or permanent consortia may be facilitated by e-project tools. Promote local companies globally • The portal may serve as an element of divulgation of the products and services of the cluster and also for the quick localization of and contact with the companies. • If some of its functions and areas of content were translated to the English language, the portal could serve as an excellent marketing tool and help develop international business. © TerraForum Consultores
  • 10. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br Promote electronic trading • Tools which permit the rapid configuration of e-business may be made available on the portal. • The tools may be pre-negotiated and adapted to meet the needs of the productive chain. • Auction-like electronic markets may also be established. V - PROMOTION OF INNOVATION Promote success stories • The portal may be utilized to describe success stories among cluster companies. These kinds of stories are known to incite innovative behaviour. Disseminate technical norms • The faster diffusion of technical norms has a positive impact on the productive quality. VI - OPTIMIZATION OF RESOURCES Map and optimize the utilization of the • Just as multinational mega-businesses which utilize internal portals productive resources of the productive their employees and researchers in Brazil to and reserve productive a for some research institutes may identify provide chain resources, respectively,and sectoral portal may enable associated c adequate services the produce locally-relevant “rent” some based on their own physical and intellectual research of their idle resources. • A market mayThis hascreated for trading competencies and intellectual resources. also be changed dramatically due to the Provide common services to all the • The portal may web has made geographical distances electronic servic fact that the be utilized to automate the providing of companies travel reservations, accounting, etc.). a lot less relevant. Source: Developed by the author In the context of this scenario, ABIPTI (Brazilian Association of Research Institutes) started a 3. A Brazilian Experience with a Knowledge Knowledge Portal project at the end of 2002 with the Portal involving 15 Research Organizations support of the author of this paper. Fifteen out of 115 member organizations were selected to participate Brazil has made huge strides in terms of its overall in this project. They were considered to be the most industrial and technological outputs in the last advanced in terms of technological and managerial three decades. During this period, the Brazilian capabilities. These organizations are scattered Government financed and built a very wide throughout Brazil (Brazil is larger than Western university and public research institute system. This Europe) and develop their research projects in fields led Brazil’s contribution to science, measured by the as diverse as oil exploration, agriculture, information Science Citation Index of the Institute for Scientific technology, etc. Information, to improve significantly from 2,000 articles per year in 1980 to over 12,000 articles in Initially, the concepts of Cluster Economics, 2000. Knowledge Management and Corporate Portals were not very clear among the executives and As these results are celebrated, it becomes clear researchers of these organizations. Consequently, that Brazil’s current Innovation System will have to the first phase of this project involved many training be redrawn in face of the need to foster new levels sessions and events. These training sessions had of collaboration and to leverage scarce research two key objectives: (1) explaining the concepts and resources. In the fairly recent past, it was possible tools of Knowledge Management; (2) changing © TerraForum Consultores 0
  • 11. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br the cultural mindset of these institutions from a • Chemistry; local, isolated perspective to a broad, networked • Food quality. perspective. 3. National themes defined by the Federal In tandem with this work to foster the necessary Government’s Industrial Policies. For example: cultural change, a project team was also working on • Support to Exports; the development of a knowledge portal with many of • Support to Small and Medium the goals and functionalities described in the above Enterprises. section. More specifically, the Knowledge Portal was developed with key functionalities to support the Since topics in groups one and three are more development of Communities of Practice (including generic and relevant to all research institutes, they Knowledge Bases, Member’s Directory, Content and could be or were implemented and managed by Document Management, Advanced Search, Events an association such as ABIPTI. Topics that fall into Management, Alert and Subscription Tools, Forums, category two tend to be of interest only to a few Personalization, etc). selected institutes, of which usually one or two have a strong, recognized leadership in the field. The initial focus on the development of Communities of Practice across all organizations aimed at rapidly To initiate this project, three Communities of Practice achieving tangible results and, therefore, also were selected: Management Commercialization of fostering the development of KM initiatives within Intellectual Property and Quality Management that each one of the fifteen research institutes. An belong to the first category, and “Geological Risks” important consideration in the choice of Communities that belongs to the second category of topics. of Practice was the fact that these institutes had very These topics were chosen for the following different technological capabilities and interests. reasons: The topics chosen were classified according to the following three groups: • There was enough critical mass both in terms of available digital content, as well as 1. Generic Topics related to the management interested and qualified personnel; skills and techniques of research institutes. • They are well-defined topics; Typical topics here include: • They are topics that can engage and • Management of Intellectual Property motivate wide participation; and Commercialization of Technology; • They are strategic topics with a wide gap • Quality Management; between the top and bottom performers; • Technology Forecasting and • A number of people interested in the Monitoring; promoting debates and knowledge • Client Relationship Management exchanges were identified; (CRM); • A few experts that could help with valuable • Technology Dissemination. initial content were also identified; • These are topics that are directly related to 2. Scientific Topics that may involve a number of the services provided to the clients of these institutes but not all of them. For example: research institutes; • Environment; • These communities can rapidly expand • Design; to include personnel from other types of © TerraForum Consultores
  • 12. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br organizations (industry, government and on how Brazil integrates the considerable amount universities, etc). of knowledge that is available in this very large country, but that is currently very much dispersed. Throughout the design and development of these Geographical isolation is no longer a viable option communities, a number of face-to-face meetings for any organization or even country. Individuals were held. These meetings played a key role not and organizations now seek information and only in the definition of key aspects of the tools and knowledge regardless of their location. As the first organization of documents (e.g. taxonomy), but also three Communities were launched, one of the most to build trust and understanding among members of telling measures of the impact they may have is the the research institutes. fact that a number of affiliated Research Institutes have contacted ABIPTI for support to start their own These Communities were launched in the beginning Communities of Practice. of September 2003 with great anticipation and support. Key representatives of each of the The experience and the concepts described in this participating institutes, including a few CEOs, flew paper are being tested in a number of different from all over Brazil to the city of São Paulo in order contexts and initiatives in Brazil. Results are still to show their support and commitment to these very preliminary to be analyzed in terms of success Communities. or failure rates. It is our opinion, however, that these kinds of initiatives are of particular importance to developing countries. Such countries do not 4. Expected Results and Final Considerations have the resources of most multinationals that are developing their own internal knowledge portals and This paper attempted to show that the technologies leveraging knowledge from all over the world. The derived from and which take advantage of the route for inter-organizational collaboration through standards established by the Internet may have a knowledge portals is not an easy route, but one that fundamental role in making value chains, economic is very promising. Indeed, it is probably a necessity clusters and regions more dynamic. Corporate to compete in the Knowledge Era. Portals focused on Knowledge Management are one of the recent developments and applications (mainly in large international enterprises) that present great potential for this purpose. Just as is the case when applying portals to Knowledge 5. References Management in large privately-owned companies, the main challenge is not technological. There are Porter recently re-visited his original work and several strategic, operational and organizational published the following article: Porter, M., Clusters elements that are critical to the success of such and The New Economics of Competition, Harvard initiatives. In this paper, we focused our attention Business Review, pp: 77-90, Nov.-Dec., 1998 on the strategic and conceptual elements – which ought, in fact, to precede any initiative in this field. Saxenian, A., Regional Advantage: Culture and Competition in Silicon Valley and Route 128, Harvard The initiative being led by ABIPTI is significant in its University Press, 1996 ambition. Its success may have a profound impact © TerraForum Consultores
  • 13. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br The Economist, Will the corporation survive? and communities-of-practice: Toward a unified view November 1st, 2001 of working, learning and innovation. Organizational Science, 2, 1991: pp: 40-57 Malone, T. W. Laubacher, R.J., All change for the e-lance economy, FP Mastering, National Post, July One of the few studies we know of which proposes 10, 2001 something similar is the following one: Jarboe, K., Knowledge Management As an Economic Ibid Development Strategy, Reviews of Economic Development Literature and Practice: No. 7, U. S. Tapscott, D; Ticoll, D Lowy, A. Digital Capital: Economic Development Administration. harnessing the power of business webs, HBS Press, 2000 Castells, M., The Internet Galaxy: Reflections on the Internet, Business and Society, Oxford University Press, 2001 Tapscott, D; Ticoll, D Lowy, A., op.cit. Interesting researches and publications on “trust” include: - Alesina, A. La Ferrara, E., Who trusts others?, Journal of Public Economics, 2001 - Clark, K. Serfon, M., The Sequential Prisoner’s Dilemma: Evidence on Reciprocation, Economic Journal, January, 2000 - Fukuyama, F., Trust: The Social Virtues and the Creation of Prosperity, Penguin Books, 1995 - Glaeser, E. et alii, Measuring Trust, Quarterly Journal of Economics, August 2000 Gates, W.H. (with Collins Hemingway), Business @ the Speed of Thought: Using a Digital Nervous System, Warner Books, 1999, p. 238 Terra, J.C., Knowledge Management: the big business challenge, Negócio Editora, Second edition, 2001 Wenger, E.C. Snyder, W.M., Communities of Practice: The Organizational Frontier, Harvard Business Review, Jan.-Feb., 2000, pp: 139-145 Brown J.S., Duguid, P. Organizational learning © TerraForum Consultores
  • 14. Portais Corporativos Strengthening Economic Clusters and Value Chains trough the development of Knowledge Portals biblioteca www.terraforum.com.br * * * A EMPRESA José Cláudio C. Terra é presidente da TerraForum A TerraForum Consultores é uma empresa Consultores. Atua como consultor e palestrante de consultoria e treinamento em Gestão do no Canadá, nos Estados Unidos, em Portugal, na Conhecimento (GC) e Tecnologia da Informação. Os França e no Brasil. Também é professor de vários clientes da empresa são, em sua maioria, grandes programas e pós-graduação e MBA e autor de e médias organizações dos setores público, privado vários livros sobre o tema. Seu email é e terceiro setor. A empresa atua em todo o Brasil jcterra@terraforum.com.br e também no exterior, tendo escritórios em São Paulo, Brasília e Ottawa no Canadá. É dirigida pelo Dr. José Cláudio Terra, pioneiro e maior referência em Gestão do Conhecimento no país. Além disso, conta com uma equipe especializada e internacional de consultores. ARTIgOS RELACIOnADOS PUBLICAÇÕES TERRAFORUM Gestão do Conhecimento e Sistemas de Informações Públicos Winning at Collaboration Commerce Portais Corporativos: novo instrumento de gestão da informação Entendendo os Diferentes Níveis de Sofisticação de um Portal Corporativo Gestão do Conhecimento e E-learning na Prática Portais Corporativos, a Revolução na Gestão do Conhecimento Gestão do Conhecimento - O Grande Desafio Empresarial Gestão do Conhecimento em Pequenas e Médias Empresas Realizing the Promise of Corporate Portals: Leveraging Knowledge for Business Success Gestão de Empresas na Era do Conhecimento © TerraForum Consultores