Case Study of TRIZ Promotion:

A long-term strategy to spread TRIZ in SMEs.
Analysis of Bergamo's experience

Davide Russo, Daniele Regazzoni, Caterina Rizzi (University of Bergamo, Italy)
Presented at ETRIA TRIZ Future Conference (TFC 2016), on Oct. 25, 2016 at Wraclaw, Poland
Japanese translation, Toru Nakagawa (Osaka Gakuin University), Feb. 14, 2017
Posted on Feb. 14, 2017

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Editor's Note (Toru Nakagawa, Feb. 12, 2017)

The present paper was presented at ETRIA TFC 2016 on Oct. 25, 2016 at Wroclaw, Poland .  In the Japanes page, I have just posted the paper and the slides in Japanese translation.  In this English page, the slides are posted in HTML (with images) and in PDF, by courtecy of the Authors. A link to the original full paper will be made here, whenever the paper is published in Elsevier's Science Direct site with open access. 

The TRIZ research group, formed in the University of Bergamo, at north east of Milano, educated students of Master courses with the TRIZ methodology, and worked to spread TRIZ in the industrial community in collaboration of Bergamo Chamber of Commerce.  This is a valuable report of the activities, which contributed to stimulate and enhance the intellectual properties and innovation in the regional community prevailed by SMEs.

Typical models in the world for promoting TRIZ and other similar methodologies have been to make success stories in big enterprises, where (methodology or business) leaders promote and apply the methodology to achieve some benefits (often with the support by academic people or consultants).  In Italy, however, they needed a different model because big companies (with over 250 employees) are very few (0.1%) while very small companies (with less than 10 employees) are prevailing (95%). Thus they built the Bergamo Model, where a university and a public institution (Chamber of Commerce) work together to respond the demands of SMEs.  Under a long term strategy, they provided services of teaching, training, and consulting the owners and engineers of SMEs on the topic of Intellectual Properties first and TRIZ later.  Please refer to Authors' Abstract quoted below.

***  The real base of success in this model was the formation of a TRIZ research group in the university, I suppose.  Congratulations and thanks to the Authors' group for their excellent work and for sharing this report !!


Top of this page Abstract Link to the paper (to be posted) Presentation Slides (HTML) Presentation slides (PDF)  

Personal Report

    Japanese page


  Paper:                 Link to the Paper in Science Direct (open access) (to be posted here later)


A long-term strategy to spread TRIZ in SMEs.
Analysis of Bergamo's experience

Davide Russo, Daniele Regazzoni, Caterina Rizzi (University of Bergamo, Italy)
Presented at ETRIA TRIZ Future Conference (TFC2016),
on Oct. 25, 2016 at Wraclaw, Poland


This work presents an analysis of a TRIZ dissemination program, still in progress, for the development of TRIZ in Bergamo area. The project, entitled "Development of methods and tools for the management and exploitation of intellectual property for the competitive growth of the Bergamo SMEs", has been carried out by the University of Bergamo and funded by the Chamber of Commerce of Bergamo and Lombardy Region since 2009.

Although the main objective has been to spread TRIZ methodology in SMEs, it was decided not to focus on the direct teaching of TRIZ but to provide a first support to SME owners or aspiring entrepreneurs. The easiest way to involve them was to use patents as first tool to provide technical and scientific advice on the subject of industrial property management (e.g., Protection tools, patentability opinions, trademark registration, modes and costs of filing/recording, realization of prior art searches, insights on counterfeiting, etc.) and then introducing systematic innovation tools. Patent issues were used as a “Trojan horse” to overcome the mistrust towards the structured methods and to stimulate the entrepreneurs to manage innovation in a more open way.

In the basis of this approach to innovation services, we have organized a series of awareness workshops and 5 days TRIZ courses with tutoring case study analyses and industrial follow-up. This allowed us to arrange, within the project, specialized consulting services with experienced professionals in the field of consultancy in technical-legal, contractual, economic, fiscal, marketing, or even of searches.

In the last eight years, we have been collecting data that are analyzed and discussed in this paper. Pros and cons and some considerations on reproducibility and scalability of this model in other geographical contexts will be presented and discussed.

Table of Contents of the Paper                

1. Introduction

2. TRIZ in Italy

2.1. Industry in Italy
2.2. TRIZ in Bergamo

3. Bergamo model: University activities

3.1. University – Courses, seminars and masters
3.2 University consultancy and professional associations

4. The BERGAMO model: Chamber of commerce activities

4.1. Exploitation of Industrial Property guidance and customized technical support service
4.2 Education and dissemination actions on Intellectual Property and Innovation
4.3 TRIZ course and tutoring
4.4 Achieved results

5. Conclusions

6. References


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