1. The Big Picture A Full Scale Implementation of SOFI 17-Jul-2003 – San Francisco, CA., USA. Peter P. Yim peter.yim@cim3.com (v 2.04) Presentation to the AC/UNU Millennium Project Planning Committee MP-SOFI-SD Project

2. Outline The MissionThe Mission Core Concepts and ValuesCore Concepts and Values A Look at the SoftwareA Look at the Software Who are the usersWho are the users What can one do with itWhat can one do with it Looking at the Big PictureLooking at the Big Picture

3. Mission To build on the previous research of the Millennium Project, including the spreadsheet model, algorithm and collection of data, and progressively develop it into an Internet based futures study and analysis tool supported over an open knowledge system.To build on the previous research of the Millennium Project, including the spreadsheet model, algorithm and collection of data, and progressively develop it into an Internet based futures study and analysis tool supported over an open knowledge system.

4. MP-SOFI-SD Project Phases Phase 0: Strategizing, planning, staging & requirements gathering.Phase 0: Strategizing, planning, staging & requirements gathering. Phase 1: Initial software tool implementation and the launch of a community of practice around SOFI.Phase 1: Initial software tool implementation and the launch of a community of practice around SOFI. Subsequent Phases: Continuous development and improvement of the SOFI system, content and knowledge through the collaboration of open communities that are augmented by the Internet and other technologies.Subsequent Phases: Continuous development and improvement of the SOFI system, content and knowledge through the collaboration of open communities that are augmented by the Internet and other technologies.

5. Core Concepts & Values driving this work The SOFI MethodologyThe SOFI Methodology The "Bootstrap" ParadigmThe "Bootstrap" Paradigm Serving a wide variety of applicationsServing a wide variety of applications Collaboration among participants and stakeholders in the form of virtual communities.Collaboration among participants and stakeholders in the form of virtual communities. The notion of "Openness"The notion of "Openness"

6. The System (1/3) – Design Criteria InteroperabilityInteroperability OpennessOpenness Standards ComplianceStandards Compliance Enterprise-class RobustnessEnterprise-class Robustness ScalabilityScalability ReliabilityReliability SecuritySecurity

7. Architecture

8. The User Interface

9. The Users (1) – SOFI Developers Global, national, regional, NGO and corporate policymakersGlobal, national, regional, NGO and corporate policymakers Professionals, scholars, academicsProfessionals, scholars, academics Economists, political scientists, social scientists, etc., andEconomists, political scientists, social scientists, etc., and The Millennium Project and its NodesThe Millennium Project and its Nodes

10. The Classes of Users (2) General publicGeneral public Researchers, journalists, trend watchersResearchers, journalists, trend watchers Policy makers (government, NGO, corporate, …)Policy makers (government, NGO, corporate, …) SOFI developers, modelers, futures researchersSOFI developers, modelers, futures researchers Data owners (those who own and maintain databases whose data is used to construct the SOFIs)Data owners (those who own and maintain databases whose data is used to construct the SOFIs) System developers (those who will contribute to the software)System developers (those who will contribute to the software) System Administrators (those who administer the SOFI system)System Administrators (those who administer the SOFI system)

11. What can we do on the System? Viewing/reading upViewing/reading up ComparisonsComparisons Drill-downs and searches on related informationDrill-downs and searches on related information Asking what-if questions by “tweaking” the SOFI parameters, or exercising alternate ScenariosAsking what-if questions by “tweaking” the SOFI parameters, or exercising alternate Scenarios Developing new SOFI'sDeveloping new SOFI's oSOFI’s for different Countries, Regions, Municipalities, … etc. (e.g. a USA-SOFI, France- SOFI, Russia-SOFI, China-SOFI; or a EU-SOFI, Middle-East SOFI, Greater-China SOFI, Latin-America SOFI; … etc.) oSOFIs for different government or industrial sectors (e.g. E-Government SOFI; Petroleum and Oil industry SOFI; Automotive Industry SOFI; Aerospace industry SOFI; Science & Technology SOFI; Nanotechnology SOFI; Tertiary Education SOFI; … etc.) oSOFI for Corporations; individual Organizations; Programs, Initiatives or Product Lines; …etc. Collaboration and Collaborative DevelopmentCollaboration and Collaborative Development Interaction and accessing data, information and knowledgeInteraction and accessing data, information and knowledge oHuman-to-machine oHuman-to-human oMachine-to-machine Building up the system’s database and knowledgebaseBuilding up the system’s database and knowledgebase

12. The Big Picture (1) this was not simply a software to calculate an index, but a framework for people to systematically think together o oabout what is important to the future, o ohow to measure it, o owhat is the best bang for the buck to get the whole index up, alternatives to the approaches systematically vetted, generation of an improvement community to make better SOFIs, method to keep all this organized, allowing for group and private use, on the web and stand alone, … etc.

13. The Big Picture (2) it's not just software, but rather, it is about the co- evolution of tool systems and human systems this is not another software project, but something that is of strategic importance to our MP type work this is not even about technology, but about how people can handle change and ever increasing complexities in the world we live in – improving our ability to systematically measure, analyze, manage, be ready, be responsiveness, and be able to make informed decisions and cope with the ever more urgent and complex “challenges”

14. The Big Picture (3) We are creating the environment for collaborative development and innovation We have an opportunity in putting world-class futures researchers side-by-side with world class technologists expecting emergent patterns and behaviors A strategic initiative of the Millennium Project One that integrates and leverages our unique strengths in people, tools & methodology potentially another differentiator of MP as a futures think-tank

15. References The Chapters on SOFI and its Full Implementation on “Futures Research Methodology v2.0”The Chapters on SOFI and its Full Implementation on “Futures Research Methodology v2.0” Copies of this and our last presentation are available at:Copies of this and our last presentation are available at: http://mp.cim3.net/file/project/mp-sofi-sd/presentation/mp-sofi-sd-P2.htm http://mp.cim3.net/file/project/mp-sofi-sd/presentation/mp-sofi-sd-P2.htm http://mp.cim3.net/file/project/mp-sofi-sd/presentation/mp-sofi-sd-P1.htm The 3 page concept letter that you will need to introduce this project to a potential sponsor/ collaborator/user/contributor is available at:The 3 page concept letter that you will need to introduce this project to a potential sponsor/ collaborator/user/contributor is available at: http://mp.cim3.net/file/project/mp-sofi-sd/proposal/SOFI- Concept_letter_template.doc http://mp.cim3.net/file/project/mp-sofi-sd/proposal/SOFI- Concept_letter_template.doc [MP-SOFI-SD] Project Documents are accessible from:[MP-SOFI-SD] Project Documents are accessible from: http://mp.cim3.net/file/project/mp-sofi-sd/home.html http://mp.cim3.net/file/project/mp-sofi-sd/home.html

16. Q & A and Discussion