A combined case-based reasoning and process execution approach for knowledge-intensive work

Abstract

Knowledge and knowledge work are key factors of today’s successful companies. This study devises an approach for increasing the performance of knowledge work by shifting it towards a process orientation. Business process management and workflow management are methods for structured and predefined work but are not flexible enough to support knowledge work in a comprehensive way. Case-based reasoning (CBR) uses the knowledge of previously experienced cases in order to propose a solution to a problem. CBR can be used to retrieve, reuse, revise, retain and store functional and process knowledge. The aim of the research was to develop an approach that combines CBR and process execution to improve knowledge work. The research goals are: a casedescription for knowledge work that can be integrated into a process execution system and that contains both functional and process knowledge; a similarity algorithm for the retrieval of functional and procedural knowledge; and an adaptation mechanism that deals with the different granularities of solution parts. This thesis contains a profound literature framework and follows a design science research (DSR) strategy. During the awareness phase of the design science research process, an application scenario was acquired using the case study research method, which is the admission process for a study programme at a university. This application scenario is used to introduce and showcase the combined CBR and process execution approach called ICEBERG-PE, which consists of a case model and CBR services. The approach is implemented as a prototype and can be instantiated using the ICEBERG-PE procedure model, a specific procedure model for ontology-based, CBR projects. The ICEBERG-PE prototype has been evaluated using triangulated evaluation data and different evaluation settings to confirm that the approach is transferable to other contexts. Finally, this thesis concludes with potential recommendations for future research.