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©Caltech https://ctme.caltech.edu
Current Trends in Systems Engineering
Prepared for John Deere, 8 May 2020
Rick Hefner, Ph.D.
California Institute of Technology
Center for Technology and Management Education
rhefner@caltech.edu, 626.395.4043
Trends in SE-1
©Caltech https://ctme.caltech.edu
The Global Context for Systems Engineering
INCOSE SE Vision 2025
Trends in SE-2
©Caltech https://ctme.caltech.edu
Societal Needs Drive Future Systems
US National Academy of
Engineering (NAE)INCOSE SE Vision 2025
Trends in SE-3
©Caltech https://ctme.caltech.edu
Technology Trends Drive Future Systems
INCOSE SE Vision 2025
Trends in SE-4
©Caltech https://ctme.caltech.edu
Changing Focus of Systems Engineering
A fresh look at Systems Engineering – what is it, how should it work
Interdisciplinary
 To engineer
dependable, robust,
pseudo-deterministic,
mainly technological
systems
 Requirements and
operational concepts
that:
• Can be established
early in the lifecycle
• Are not expected to
change (much)
through life
Transdisciplinary
 To address resilient, adaptive systems and
systems-of-systems that may be in a state of
continual evolution (at least their operational
environment, and probably the system as well)
 Systems of interest may be autonomous,
possibly involving Artificial Intelligence,
probably involving environmental aspects, and
certainly involving social aspects as well as
engineering and technology
 To address societal grand challenges related
inter alia to the Sustainable Development Goals
(SDGs)
 Such systems will still need dependable robust
technological building blocks (which is why we
say the focus “opens out” rather than “shifts”)
Trends in SE-5
©Caltech https://ctme.caltech.edu
Resilient Design of Autonomous Systems
• Operate in inhabited areas
• Wide range of environmental
conditions
• Adaptive to unexpected
conditions
• Capable of anticipating and
recovering from failure conditions
Tolerant to invalid assumptions
• Weather conditions
• Air space congestion
• Inanimate surface hazards
• Animate surface hazards
• Human safety
• Failure modes
Trends in SE-6
©Caltech https://ctme.caltech.edu
INCOSE SE Vision 2025 - Imperatives
Expanding the APPLICATION of systems engineering across
industry domains
Embracing and learning from the diversity of systems
engineering APPROACHES
Applying systems engineering to help shape policy related to
SOCIAL AND NATURAL SYSTEMS
Expanding the THEORETICAL foundation for systems engineering
Advancing the TOOLS and METHODS to address complexity
Enhancing EDUCATION and TRAINING to grow a SYSTEMS
ENGINEERING WORKFORCE that meets the increasing demand
Trends in SE-7
©Caltech https://ctme.caltech.edu
Expanding the APPLICATION of systems engineering across
industry domains
Many traditional companies are adopting SE
 Transportation – public transit, intelligent transportation
systems (ITS), automotive, agriculture, construction,
autonomous vehicles
 Health – healthcare organizations, medical devices, pharma
 Energy & Power– Oil & gas, power utilities, generating/
distribution
 Telecomms – Telcos, critical infrastructure for first responders,
municipalities and utilities
 Water – water authorities
Reference: Personal communication with Anne O’Neil
Trends in SE-8
©Caltech https://ctme.caltech.edu
What is creating the increased demand for SE?
INCOSE SE Vision 2025
Trends in SE-9
©Caltech https://ctme.caltech.edu
Embracing and learning from the diversity of systems
engineering APPROACHES
Systems engineering methods used in commercial companies
will differ from traditional defense applications
 Scalable to system and organizational complexity and size
 Tailored to the application domain
 Value driven to optimize project schedule, cost, and technical
risk
 Built-in design drivers like cybersecurity and resilience
Trends in SE-10
©Caltech https://ctme.caltech.edu
System Resilience
 The ability to provide the required
capability in the face of adversity
(avoid/withstand/recover)
• Environmental sources
• Component failure
• Opponents, friendlies, neutral parties
 Key attributes of a resilient system
• Robustness – ability to withstand a threat in the normal operating state
• Adaptability – ability to restructure itself in the face of a threat
• Tolerance – ability to degrade gracefully following an encounter with
adversity
• Integrity – ability to maintain cohesiveness under adversity
Trends in SE-11
©Caltech https://ctme.caltech.eduTrends in SE-12
©Caltech https://ctme.caltech.edu
Agility
Agility is a capability exhibited by systems and processes that enables
them to sustain effective operation under conditions of
unpredictability, uncertainty, and change
Agile systems
• Flexible, reconfigurable,
extensible
• Scalable in the sense of capacity
• Flexible in terms of functions
and performance levels (such
systems can be modified after
initial deployment by addition
of modules or modification of
performance levels)
Agile systems engineering
• Nimble, dexterous and swift
• Adaptive and response to new,
sometimes unexpected,
information that becomes
available during
product/system development
• Opposite the traditional belief
in engineering design that
requirements and design
solutions should be frozen as
early as possible
Trends in SE-13
©Caltech https://ctme.caltech.edu
Erector Set - An Agile Hardware Engineering Example
“Fundamentals of Agile Systems Engineering – Part 1”, Dove and La Barge
Trends in SE-14
©Caltech https://ctme.caltech.edu
Applying systems engineering to help shape policy related to
SOCIAL AND NATURAL SYSTEMS
INCOSE SE Vision 2025
Trends in SE-15
©Caltech https://ctme.caltech.edu
Expanding the
THEORETICAL
foundation for
systems
engineering
Trends in SE-16
©Caltech https://ctme.caltech.edu
Advancing the TOOLS and METHODS to address complexity
Trends in SE-17
©Caltech https://ctme.caltech.edu
Model-Based Systems Engineering – Maturity
 Rows: Organization modeling capabilities for an
organization (42 capabilities)
 Columns: Increasing stages of capability
• Stage 0: No MBSE capability or MBSE applied ad hoc to gain experience
• Stage 1: Modeling efforts are used to address specific objectives and
questions
• Stage 2: Modeling standards are applied; ontology, languages, tools,
• Stage 3: Program/project wide capabilities; model integrated with other
functional disciplines, digital threads defined and digital twin
• Stage 4: Enterprise wide capabilities: contributing to the enterprise,
programs/projects use enterprise defined ontologies libraries, standards
Trends in SE-18
©Caltech https://ctme.caltech.edu
INCOSE Model-Based Capabilities Matrix
Trends in SE-19
©Caltech https://ctme.caltech.edu
Model-Based Systems Engineering Trends
 MBSE is increasingly integrating technical, programmatic, and
business concerns
 Tool suites, visualization and virtualization capabilities are
maturing
 Model-based approaches will enable understanding of complex
system behavior much earlier in the product life cycle
 Model-based visualization will allow seamless navigation
among related viewpoints such as system, subsystem,
component, as well as production and logistics
 Large scale virtual prototyping and virtual product integration
based on integrated models will lead to significant time-to-
market reductions
Trends in SE-20
©Caltech https://ctme.caltech.edu
Enhancing EDUCATION and TRAINING to grow a SYSTEMS
ENGINEERING WORKFORCE that meets the increasing demand
The worldwide demand for
systems engineering in all
application domains is
increasing the need for high
quality systems engineering
education and training
 Systems thinking is used by
many
 Systems engineering is
understood and embraced
by all engineers
 Systems engineers need an
increased scope of
knowledge, skills, and
competencies, requiring life-
long learning
Trends in SE-21
©Caltech https://ctme.caltech.edu
The Global Context for Systems Engineering
INCOSE SE Vision 2025
Trends in SE-22

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Current Trends in Systems Engineering

  • 1. ©Caltech https://ctme.caltech.edu Current Trends in Systems Engineering Prepared for John Deere, 8 May 2020 Rick Hefner, Ph.D. California Institute of Technology Center for Technology and Management Education rhefner@caltech.edu, 626.395.4043 Trends in SE-1
  • 2. ©Caltech https://ctme.caltech.edu The Global Context for Systems Engineering INCOSE SE Vision 2025 Trends in SE-2
  • 3. ©Caltech https://ctme.caltech.edu Societal Needs Drive Future Systems US National Academy of Engineering (NAE)INCOSE SE Vision 2025 Trends in SE-3
  • 4. ©Caltech https://ctme.caltech.edu Technology Trends Drive Future Systems INCOSE SE Vision 2025 Trends in SE-4
  • 5. ©Caltech https://ctme.caltech.edu Changing Focus of Systems Engineering A fresh look at Systems Engineering – what is it, how should it work Interdisciplinary  To engineer dependable, robust, pseudo-deterministic, mainly technological systems  Requirements and operational concepts that: • Can be established early in the lifecycle • Are not expected to change (much) through life Transdisciplinary  To address resilient, adaptive systems and systems-of-systems that may be in a state of continual evolution (at least their operational environment, and probably the system as well)  Systems of interest may be autonomous, possibly involving Artificial Intelligence, probably involving environmental aspects, and certainly involving social aspects as well as engineering and technology  To address societal grand challenges related inter alia to the Sustainable Development Goals (SDGs)  Such systems will still need dependable robust technological building blocks (which is why we say the focus “opens out” rather than “shifts”) Trends in SE-5
  • 6. ©Caltech https://ctme.caltech.edu Resilient Design of Autonomous Systems • Operate in inhabited areas • Wide range of environmental conditions • Adaptive to unexpected conditions • Capable of anticipating and recovering from failure conditions Tolerant to invalid assumptions • Weather conditions • Air space congestion • Inanimate surface hazards • Animate surface hazards • Human safety • Failure modes Trends in SE-6
  • 7. ©Caltech https://ctme.caltech.edu INCOSE SE Vision 2025 - Imperatives Expanding the APPLICATION of systems engineering across industry domains Embracing and learning from the diversity of systems engineering APPROACHES Applying systems engineering to help shape policy related to SOCIAL AND NATURAL SYSTEMS Expanding the THEORETICAL foundation for systems engineering Advancing the TOOLS and METHODS to address complexity Enhancing EDUCATION and TRAINING to grow a SYSTEMS ENGINEERING WORKFORCE that meets the increasing demand Trends in SE-7
  • 8. ©Caltech https://ctme.caltech.edu Expanding the APPLICATION of systems engineering across industry domains Many traditional companies are adopting SE  Transportation – public transit, intelligent transportation systems (ITS), automotive, agriculture, construction, autonomous vehicles  Health – healthcare organizations, medical devices, pharma  Energy & Power– Oil & gas, power utilities, generating/ distribution  Telecomms – Telcos, critical infrastructure for first responders, municipalities and utilities  Water – water authorities Reference: Personal communication with Anne O’Neil Trends in SE-8
  • 9. ©Caltech https://ctme.caltech.edu What is creating the increased demand for SE? INCOSE SE Vision 2025 Trends in SE-9
  • 10. ©Caltech https://ctme.caltech.edu Embracing and learning from the diversity of systems engineering APPROACHES Systems engineering methods used in commercial companies will differ from traditional defense applications  Scalable to system and organizational complexity and size  Tailored to the application domain  Value driven to optimize project schedule, cost, and technical risk  Built-in design drivers like cybersecurity and resilience Trends in SE-10
  • 11. ©Caltech https://ctme.caltech.edu System Resilience  The ability to provide the required capability in the face of adversity (avoid/withstand/recover) • Environmental sources • Component failure • Opponents, friendlies, neutral parties  Key attributes of a resilient system • Robustness – ability to withstand a threat in the normal operating state • Adaptability – ability to restructure itself in the face of a threat • Tolerance – ability to degrade gracefully following an encounter with adversity • Integrity – ability to maintain cohesiveness under adversity Trends in SE-11
  • 13. ©Caltech https://ctme.caltech.edu Agility Agility is a capability exhibited by systems and processes that enables them to sustain effective operation under conditions of unpredictability, uncertainty, and change Agile systems • Flexible, reconfigurable, extensible • Scalable in the sense of capacity • Flexible in terms of functions and performance levels (such systems can be modified after initial deployment by addition of modules or modification of performance levels) Agile systems engineering • Nimble, dexterous and swift • Adaptive and response to new, sometimes unexpected, information that becomes available during product/system development • Opposite the traditional belief in engineering design that requirements and design solutions should be frozen as early as possible Trends in SE-13
  • 14. ©Caltech https://ctme.caltech.edu Erector Set - An Agile Hardware Engineering Example “Fundamentals of Agile Systems Engineering – Part 1”, Dove and La Barge Trends in SE-14
  • 15. ©Caltech https://ctme.caltech.edu Applying systems engineering to help shape policy related to SOCIAL AND NATURAL SYSTEMS INCOSE SE Vision 2025 Trends in SE-15
  • 17. ©Caltech https://ctme.caltech.edu Advancing the TOOLS and METHODS to address complexity Trends in SE-17
  • 18. ©Caltech https://ctme.caltech.edu Model-Based Systems Engineering – Maturity  Rows: Organization modeling capabilities for an organization (42 capabilities)  Columns: Increasing stages of capability • Stage 0: No MBSE capability or MBSE applied ad hoc to gain experience • Stage 1: Modeling efforts are used to address specific objectives and questions • Stage 2: Modeling standards are applied; ontology, languages, tools, • Stage 3: Program/project wide capabilities; model integrated with other functional disciplines, digital threads defined and digital twin • Stage 4: Enterprise wide capabilities: contributing to the enterprise, programs/projects use enterprise defined ontologies libraries, standards Trends in SE-18
  • 19. ©Caltech https://ctme.caltech.edu INCOSE Model-Based Capabilities Matrix Trends in SE-19
  • 20. ©Caltech https://ctme.caltech.edu Model-Based Systems Engineering Trends  MBSE is increasingly integrating technical, programmatic, and business concerns  Tool suites, visualization and virtualization capabilities are maturing  Model-based approaches will enable understanding of complex system behavior much earlier in the product life cycle  Model-based visualization will allow seamless navigation among related viewpoints such as system, subsystem, component, as well as production and logistics  Large scale virtual prototyping and virtual product integration based on integrated models will lead to significant time-to- market reductions Trends in SE-20
  • 21. ©Caltech https://ctme.caltech.edu Enhancing EDUCATION and TRAINING to grow a SYSTEMS ENGINEERING WORKFORCE that meets the increasing demand The worldwide demand for systems engineering in all application domains is increasing the need for high quality systems engineering education and training  Systems thinking is used by many  Systems engineering is understood and embraced by all engineers  Systems engineers need an increased scope of knowledge, skills, and competencies, requiring life- long learning Trends in SE-21
  • 22. ©Caltech https://ctme.caltech.edu The Global Context for Systems Engineering INCOSE SE Vision 2025 Trends in SE-22