Abstract

Open Innovation (OI) supports companies in systematically collaborating with external partners, offering various advantages. However, companies still face several challenges when applying OI, e.g., identifying relevant OI partners, collaboration methods, and project risks. Often, insufficient planning is the reason for subsequent deficits in OI projects. The analysis of relevant context factors (‘situation’) is important, which affect and constrain OI. To date, a general approach for analyzing (open) innovation situations or guidelines for developing one do not exist. Usually researchers develop their own situation analysis, including extensive literature reviews and experiencing similar challenges. This publication sets the basis for successfully planning OI projects. It focuses on developing an analysis approach for OI situations and supports other researchers in developing their own analysis approaches. The resultant objectives of the publication are to: (1) provide a list of potential situation analysis criteria; (2) provide a guideline for developing a situation analysis; (3) provide initial indications of relevant OI-specific situation criteria. The criteria were derived from the literature and qualitatively evaluated by three industry partners to assess their usability. Although this work is exploratory, and the results are not automatically generalizable, it is an important contribution for ensuring the success of OI, and for analyzing enablers and barriers to knowledge transfer from academia to industry.

Highlights

  • When developing new products and services, companies continuously face dynamic changes and a variety of challenges, such as increasingly shorter innovation cycles, continuously changing customer needs, and new international competitors (Enkel, Perez-Freije & Gassmann 2005b; Oehmen et al 2010)

  • By using a matrix analysis, we identified situation criteria that are especially relevant for selecting suitable Open Innovation (OI) collaboration methods

  • By using a matrix-based approach, we identified criteria that are relevant for selecting suitable OI methods

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Summary

Introduction

When developing new products and services, companies continuously face dynamic changes and a variety of challenges, such as increasingly shorter innovation cycles, continuously changing customer needs, and new international competitors (Enkel, Perez-Freije & Gassmann 2005b; Oehmen et al 2010). Open Innovation (OI) describes the opening of a company’s innovation process towards its environment, and using internal as well as external knowledge to create new innovations (Chesbrough 2003; Braun 2012; Chesbrough & Bogers 2014) It allows the utilization of the expertise, creativity, and capabilities of external partners, such as suppliers, customers, research institutions, companies from different industries, or even competitors (Huizingh 2010).

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