组织战略匹配管理中的语义建模方法研究综述

doi:10.12305/j.issn.1001-506X.2024.10.16

摘要/Abstract

摘要：

战略匹配是战略规划的一个子内容, 侧重于检查战略规划与战略行动的一致性。通过战略匹配, 组织的项目、计划或个人的计划与组织的长期业务目标保持一致。主要从语义建模角度阐述了这一领域的最新发展。为了引出这一关键技术领域对于组织战略匹配的重要性, 首先讨论战略匹配的基本概念及其发展, 特别是通过核心要素分析军事组织战略匹配问题的特征, 有助于理解大型组织战略匹配问题的复杂性。然后, 分析现有语义建模的主要方法, 受限于当时的技术发展水平, 这些方法仍有许多缺陷和不足, 当前的语义技术应用也有一大部分是为解决这些遗留问题而产生。最后, 总结战略匹配管理中的语义技术应用, 希望为该领域技术的后续发展提供参考。

关键词: 战略匹配, 组织, 企业架构, 概念建模, 语义建模, 本体

Abstract:

Strategic alignment is a sub-domain within the strategic planning process that ensures consistency between strategic planning and implementation. An organization's projects, programs, and individual plans align with its long-term business goals by achieving strategic alignment. This paper presents the latest developments in this field from the perspective of semantic modeling. To highlight the significance of this critical technical field to organizational strategic alignment, the fundamental concepts and evolution of strategic alignment is discussed. The characteristics of the strategic maching problem is analyzed in military organizations through core elements, which helps to understand the complexity of strategic alignment in large organizations. Moreover, the existing main semantic modeling methods are analyzed, which still have many defects and deficiencies due to the limitations in technical development at that time. As a solution to these remaining problems, a significant portion of current semantic technology applications has been developed. Finally, the application of semantic technology in strategic alignment management is summarized with the hope of providing valuable references for the subsequent development of technology in this area.

Key words: strategic alignment, organization, enterprise architecture, concept modeling, semantic modeling, ontology

中图分类号:

王涛, 林木, 李小波, 朱智, 朱一凡, 王维平. 组织战略匹配管理中的语义建模方法研究综述[J]. 系统工程与电子技术, 2024, 46(10): 3383-3397.

Tao WANG, Mu LIN, Xiaobo LI, Zhi ZHU, Yifan ZHU, Weiping WANG. Review of semantic modeling methods of enterprise strategic alignment management[J]. Systems Engineering and Electronics, 2024, 46(10): 3383-3397.

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文献	研究问题	建模方法	年份	主要贡献
[97]	基于能力的评估	DoDAF	2009	针对联合能力与集成开发系统中的能力评估问题, 选取DoDAF中的16个概念组作为基础, 开发一个概念化的建模框架
[82]	战略分析与评估	UAF	2022	扩展UAF的战略视图, 使其将SWOT分析融入到建模过程
[83]	能力规划与组合管理	UAF	2022	针对能力规划和投资组合管理问题, 为UAF框架添加了有关驱动力、挑战、机遇、效果和产出5个方面的相关语义建模模块
[87]	需求工程与能力规划	DoDAF/CML	2016	分析规划论证早期使用DoDAF提供对能力需求建模的充分性, 指出DoDAF缺少有关能力要求的7个方面关键信息要素
[88]	需求工程与组合管理	CML/本体	2014	提出一种使用本体技术将CML概念化的方法, 使其能够通过挖掘规划论证早期文档识别能力的差距
[47]	需求工程与组合管理	CML/本体	2018	提出一种使用本体技术将规划论证早期文档转化为具有语义的数据湖, 并为规划论证提供知识
[95]	作战概念建模	本体	2016	提出以使命方法框架作为研究作战过程决策的分析工具, 并为该框架赋予了明确的本体定义
[96]	作战概念建模	本体	2019	提出结合语义数据模型、认知架构和知识图谱, 为使命工程方法提供知识基础

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