Speaker Presentation File

INCOSE Membership Meeting


6:00-6:30 PM: Meet, Greet, and Mingle 

   Local Introductions at Local Sites

   Order/Obtain Food and Drinks

6:30-7:00 PM: Chapter Business

7:00-7:45 PM: Invited Speaker: Dr. Randy Roberts, Otis

7:45-8:00 PM: Discussion and Wrap-Up

Title: Discipline Health Management (DHM)


Bio: Randy Roberts, Sr. Fellow, Otis Elevator Company.  Roberts began his UTC career at UTRC in 1984 working in the areas of jet engine and robotic controls with a focus on multi-variable and robust control design techniques.  He later worked on active control projects for elevator systems and moved to Otis in 1996 where he formed and led the Modeling, Analysis, Simulation and Computing (MASC) group.  He has contributed in applying computer models to optimize the design of the Coated Steel Belt (CSB)-equipped Gen2 line of elevators, developed and leads the certification process for MASC tools, developed and deployed robust design training and Discipline Health management processes, developed passive and active systems to minimize elevator sag and bounce issues, and is currently focused on applying Model-Based System Engineering methods in product development.   Randy holds a doctorate and master degrees in mechanical engineering from Purdue University and a Bachelor of Science degree from The Ohio State University.

Abstract: Ensuring that engineering organizations can efficiently and effectively deliver quality products to their customers requires them to carefully identify and manage their key core competencies and disciplines.  This talk will focus on some key candidate methods to manage discipline health as deployed at UTC’s Otis Elevator and Carrier companies, outlining the assessment process, supporting tools, and the roles and responsibilities of the key players.  This assessment process will be linked to other critical DHM activities such as roadmapping, staffing, training, capital appropriations, external partnerships, and project staffing, planning & execution.  This process will also be compared to INCOSE’s System Engineering Competency framework and Model-Based Enterprise Capability Matrix assessment.  DHM success factors and lessons learned will conclude the talk with an open discussion to follow for participant sharing of ideas and best practices in this critical organizational function.

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