www.flowsmag.com - NET NEXT Living change in challenging times - NET Engineering International Group

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www.flowsmag.com - NET NEXT Living change in challenging times - NET Engineering International Group
special edition 2019

               NET NEXT
               Living change
               in challenging times

www.flowsmag.com
In Italian, English and German
www.flowsmag.com - NET NEXT Living change in challenging times - NET Engineering International Group
www.flowsmag.com - NET NEXT Living change in challenging times - NET Engineering International Group
Summary
The German and Italian AEC industry by 2025                           4
Plausible Scenarios and Strategic Implications
by KRISTIAN KERSTING

Art, Science and Experience                                           18
The Engineer in the age of the Digital Disruption
by GIOVANNI BATTISTA FURLAN

Getting stronger in uncertain times!                                  24
A Manifesto for engineers and scientists
by JEFFREY SEECK AND STEFANO SUSANI

Metamorphosis of a butterfly                                          30
The Digital Transformations process in NET Engineering International
by GESINE BÖHRINGER, SILVIA FURLAN AND GRIT MESTENHAUSER

                                                       1
Giovanni Battista Furlan
                                            President of NET Engineering International

                                  The ongoing digital revolution drives us to look ahead, making new technological
                                  tools available to aid us in indicating new aims, and face and deal with great
                                  challenges. There is certainly an enormous potential of which we in particular, as
                                  engineers and designers of infrastructures, are called on to make good use. First of
                                  all, it’s a question of responsibility with regard to our local area and those who live
                                  there today but, above all, future generations.
                                  How should this responsibility be managed? First of all, by sharing it. Engineers
                                  are no longer alone with their creative and productive work. Today, the design and
                                  construction of a work goes beyond the abilities and talent of the individual, who
                                  is required not only to interact with the customer but also with a wide work group
                                  with new specialists, often linked to the advent of the most recent technological
design tools, and all the stakeholders involved in the project. This method not only doesn’t restrict the qualities of
the engineers but, on the contrary, it enhances them, raising the degree of their commitment to levels never seen
before and obliging them to talk to a variegated audience for sharing and approval.
Therefore, the management of responsibility that the digital revolution puts before our eyes goes beyond the
traditional technical skills which, today, are no longer enough. They have to be flanked by a cultural sensitivity that
enables the project and operational process it generates to be carried forward through a wider, more complete
vision which the new technologies allow us to easily achieve. Even before that, we shouldn’t forget a good dose of
humility because if we aren’t humble, we’re not able to listen without prejudice.
Listening ability, humility and cultural sensitivity are all values to ‘implant’ on essential solid technical-scientific
bases which the engineer should cultivate today to be able to try out the potential that the new technologies make
available with courage and freedom but also responsibility and conscience, thus dominating them rather than
running the risk of being dominated!

ITA
La rivoluzione digitale in corso ci spinge a guardare avanti, mettendoci       a livelli mai sperimentati prima e obbligandolo al dialogo con una platea
a disposizione nuovi strumenti tecnologici grazie ai quali individuare         multiforme, da cui ottenere condivisione e consenso.
obiettivi inediti, affrontare e risolvere grandi sfide: si tratta certamente   La gestione delle responsabilità che la rivoluzione digitale pone davanti
di un potenziale enorme, del quale siamo chiamati – in particolare,            ai nostri occhi, dunque, va oltre le tradizionali competenze tecni-
come ingegneri e progettisti di opere infrastrutturali - a fare buono          che, che oggi, da sole, non bastano più; è necessario che esse siano
uso. È innanzitutto una questione di responsabilità nei confronti del          affiancate ad una sensibilità culturale che permetta di portare avanti il
nostro territorio e di coloro che lo abitano oggi, ma soprattutto delle        progetto e il processo operativo che lo genera attraverso uno sguardo
generazioni future.                                                            più esteso e completo, che le nuove tecnologie ci permettono facil-
Come gestire questa responsabilità? Innanzitutto, condividendola: l’in-        mente di raggiungere. E ancor prima: non dimentichiamoci di mettere
gegnere non è più solo davanti al proprio lavoro ideativo e produttivo.        in campo una buona dose di umiltà, perché se non si è umili, non si è in
La progettazione e realizzazione di un’opera oggi va oltre le capacità         grado di ascoltare senza pregiudizi.
e il talento del singolo, il quale è chiamato a interagire non solo con il     Capacità di ascolto, umiltà, sensibilità culturale: sono questi i valori, da
committente, ma anche con un ampio team di lavoro, con nuove figure            “impiantare” su indispensabili solide basi tecnico-scientifiche, che un
specialistiche – spesso legate proprio all’avvento dei più recenti stru-       ingegnere oggi dovrebbe coltivare per poter sperimentare con ardi-
menti tecnologici di progettazione - e con tutti gli stakeholder coinvolti     mento e libertà, ma anche con responsabilità e coscienza, le potenzia-
dal progetto. Questo metodo non solo non comprime le qualità dell’in-          lità che le nuove tecnologie mettono a nostra disposizione, evitando
gegnere ma, al contrario, le esalta, alzando l’asticella del suo impegno       così il rischio di diventarne succube, anzi dominandole!

DEU
Die derzeitige digitale Revolution zwingt uns, nach vorn zu blicken,           Anforderungen seines Engagements auf eine noch nie dagewesene
indem wir uns mit neuen technologischen Hilfsmitteln ausstatten,               Höhe gehoben wird und er zum Dialog mit einem vielfältigen Publikum
dank derer wir vollkommen neue Ziele erkennen sowie große                      gezwungen ist, von dem er Zustimmung und Beipflichtung erhält.
Herausforderungen in Angriff nehmen und lösen können: Es handelt               Die Handhabung der Verantwortung, die uns die digitale Revolution
sich sicherlich um ein enormes Potenzial und wir – insbesondere als            vorsetzt, geht daher über die herkömmlichen technischen
Ingenieure und Entwerfer infrastruktureller Bauwerke – sind dazu               Kompetenzen hinaus, die heute allein nicht mehr genügen; sie müssen
berufen, es auf vernünftige Weise zu nutzen. Es ist vor allem eine Frage       von einer kulturellen Sensibilität begleitet werden, die es ermöglicht,
der Verantwortung gegenüber unserem Gebiet und derer, die heute                das Projekt und den operativen Prozess, über einen erweiterten Blick
dort wohnen, vor allem aber gegenüber den zukünftigen Generationen.            voranzutreiben, den wir dank der neuen Technologien auf einfache
Wie kann man diese Verantwortung handhaben? Vor allem durch                    Weise erzielen können. Allem voran dürfen wir nicht vergessen, eine
Teilen: Der Ingenieur steht nicht mehr allein vor seiner gestalterischen       ordentliche Portion Bescheidenheit mitzubringen. Wenn man nicht
und produktiven Arbeit. Die Planung und Verwirklichung eines                   bescheiden ist, ist man nicht in der Lage, vorurteilslos zuzuhören.
Bauwerks gehen heute über die Fähigkeit und das Talent des                     Die Fähigkeit des Zuhörens, Bescheidenheit, kulturelle Sensibilität:
einzelnen hinaus. Er ist dazu berufen, nicht nur mit dem Auftraggeber          Das sind die Werte, die auf unerlässlichen soliden technisch-
zu interagieren, sondern auch mit einem umfangreichen Arbeitsteam,             wissenschaftlichen Grundlagen „eingepflanzt” werden müssen, die
mit neuen Fachleuten – deren Rolle oft mit der Einführung der                  ein Ingenieur heutzutage pflegen sollte. Nur auf diese Weise kann er
jüngsten technologischen Planungsinstrumente verbunden ist –                   das Potenzial, das uns die neuen Technologien zur Verfügung stellen,
und mit allen Stakeholdern, die in das Projekt involviert sind. Diese          unerschrocken und frei, aber auch verantwortungsvoll und bewusst
Methode garantiert nicht nur, dass die Qualitäten des Ingenieurs               erforschen, um die Gefahr der Unterlegenheit zu vermeiden und sich
nicht herabgesetzt werden, sie unterstreicht sie vielmehr, indem die           vielmehr diese Technologien untertan zu machen!
Torsten Wulf
                                       Academic Director
                                       Center for Strategy and Scenario Planning
                                       HHL Leipzig Graduate School of Management

                                       What will my industry look like in five or ten years’ time? Which products and services
                                       will customers demand in the future? How can my company stay successful in a
                                       changing market? These questions are not easy to answer in the increasingly volatile,
                                       uncertain, complex and ambiguous environments that many companies face today.
                                In order to help find answers to these questions, we founded the Center for Strategy
                                and Scenario Planning at HHL Leipzig Graduate School of Management in 2009. This
                                research centre focusses on integrating the Scenario Method into strategic planning
                                processes of companies from diverse industries. We developed the Scenario-based
Strategic Planning Process which has been applied by various companies for this purpose.
I am very happy that NET Engineering International has decided to use this approach to develop scenarios for the AEC
markets in Germany and Italy and that we have been able to cooperate closely over the past months. As part of this
cooperation, Kristian Kersting has done a great job in outlining scenarios for AEC companies that highlight the great
potential for productivity increases in the industry. His scenarios show the tremendous opportunities that lie ahead for
those companies that embrace the industry’s megatrends, particularly the potential of digital technologies.
I hope that you enjoy reading this booklet on ‘Digital Transformation’.

ITA
Come sarà il mio settore industriale nei prossimi cinque o dieci      organizzazioni d’impresa.
anni? Quali prodotti e servizi verranno richiesti dai clienti in      Sono molto felice che NET Engineering International abbia
futuro? In che modo la mia azienda può mantenere il proprio           deciso di utilizzare questo approccio per elaborare gli scenari
successo in un mercato in continuo cambiamento? Non è                 del mercato del settore AEC in Germania e Italia e che abbiamo
semplice trovare una risposta a queste domande all’interno del        avuto l’opportunità di collaborare durante i mesi scorsi. All’inter-
contesto sempre più volatile, incerto, complesso e ambiguo in         no di questa collaborazione, Kristian Kersting ha fatto un ottimo
cui le organizzazioni operano oggi.                                   lavoro nel delineare gli scenari per le aziende del settore AEC,
Con lo scopo di offrire un supporto nella ricerca di risposte a       evidenziando il grande potenziale in termini di aumento della
queste domande, abbiamo fondato nel 2009 il Center for Stra-          produttività per questa industry. Gli scenari identificati mostrano
tegy and Scenario Planning presso la HHL Graduate School of           le eccezionali opportunità per quelle organizzazioni d’impresa
Management di Lipsia. Obiettivo del Centro di ricerca è integrare     in grado di abbracciare i megatrend del settore, in particolare il
lo "Scenario Method" all’interno dei processi di pianificazione       potenziale delle tecnologie digitali.
della strategia di organizzazioni provenienti da diversi settori      Spero vi piacerà leggere questo booklet sulla „Digital Transfor-
industriali. A questo scopo, abbiamo sviluppato lo "Scenario-ba-      mation“.
sed Strategic Planning Process" che è stato applicato da diverse

DEU
Wie wird mein Industriesektor in den nächsten fünf oder zehn          Es freut mich sehr, dass die NET Engineering International
Jahren aussehen? Welche Produkte und Dienstleistungen werden          Group beschlossen hat, diesen Ansatz zur Entwicklung der
die Kunden in Zukunft verlangen? Wie kann mein Unternehmen            Marktszenarios im AEC-Sektor in Deutschland und Italien
auf einem wechselhaften Markt erfolgreich bleiben? Es ist nicht       zu entwickeln und dass wir die Möglichkeit hatten, während
einfach, Antworten auf diese Fragen in einem immer flüchtigeren,      der vergangenen Monate zusammenzuarbeiten. Im Rahmen
unsichereren, komplexeren und unklareren Umfeld zu finden, das        dieser Zusammenarbeit hat Kristian Kesting optimale Arbeit
Unternehmen heute in Angriff nehmen müssen.                           bei der Skizzierung des Szenarios für die Firmen des AEC-
Mit dem Zweck, bei der Suche nach Antworten Unterstützung             Sektors geleistet. Er hat dabei das große Potenzial in Sachen
zu bieten, haben wir im Jahre 2009 das Center for Strategy            Produktivitätssteigerung für diese Industrie hervorgehoben.
and Scenario Planning an der HHL Leipzig Graduate School of           Die identifizierten Szenarios zeigen die außerordentlichen
Management gegründet. Das Ziel dieses Forschungszentrums              Möglichkeiten für jene Unternehmen auf, die in der Lage sind, die
besteht in der Integration der Scenario Method in die strategischen   Megatrends des Sektors, insbesondere das Potenzial der digitalen
Planungsprozesse von Unternehmen aus unterschiedlichen                Technologien aufzugreifen.
Industriesektoren. Mit diesem Vorsatz haben wir den szenario-         Ich wünsche Ihnen viel Vergnügen beim Lesen dieses Booklets zur
basierten strategischen Planungsprozess entwickelt, der für           „Digitalen Transformation“.
unterschiedliche Unternehmensorganisationen angewendet
wurde.
The German and Italian
AEC industry by 2025
Plausible Scenarios and Strategic Implications

This article is a partial summary of a Master Thesis written by the author that was handed in by Spring 2019.
The thesis was awarded with the highest possible grad and was written in collaboration with NET Engineering
International in close contact with Stefano Susani and Jeffrey Seeck with additional support by Giovanni
Acciaro.

                                                      4
by KRISTIAN KERSTING
“Recent Master in Management (MSc) graduate from HHL Leipzig Graduate School of Management with
experience as a business developer and project manager in various industries”

The German and Italian architecture, engineering,                 the incorporation of a broad set of perspectives to
and construction (AEC) industry is characterised by               counteract potential biases and ensure plausibility
stagnant productivity and a low degree of digitisation.           of scenarios. Aggregating the results from the
However, recent technological advancements and                    stakeholder feedback yielded 40 factors spanning
market developments question this status-quo.                     political, economic, social, technological, ecological,
Assessing how this industry will be affected is                   and legal developments for both Germany and Italy.
therefore not only of interest but a question of survival         Stakeholders rated factors regarding strength of
for many stakeholders.                                            impact and degree of uncertainty on a scale of 1 to 10.
Determining how the future will look like is not without          I. The German architecture, engineering, and
its difficulties. This is because the AEC industry (and           construction industry by 2025
for that matter most, if not all, industries) and its
                                                                  Figure 1 visualises the results of the stakeholder
market dynamics are characterised by high degrees
                                                                  feedback for the German AEC industry. The seven
of complexity, ambiguity, and volatility. Combined,
                                                                  factors positioned in the top right corner were
these three dimensions constitute true uncertainty
                                                                  characterised by a high degree of uncertainty and
which can be defined as an individual’s inability
                                                                  strong impact on the industry. Therefore, they can be
to predict the future accurately. Disregarding or
                                                                  considered critical uncertainties for the German AEC
underestimating uncertainty poses substantial threats
                                                                  industry. Namely they were:
to companies’ success by leaving them unprotected
against environmental change and ignorant of                      1. Remuneration development (economic)
potential opportunities. Therefore, uncertainty must              2. Project acceptance (social)
be incorporated in strategic planning which can be                3. Degree and complexity of regulation (legal)
facilitated through different ways, one being scenario-           4. Degree of Digitisation (technological)
based strategic planning.                                         5. Economic stability (economic)
                                                                  6. Development of key technologies (technological)
This approach proved valuable in developing four
                                                                  7. Political stability and elections (political)
plausible scenarios for both the German and Italian AEC
industry by 2025. Subsequently, suitable strategies               By clustering these critical uncertainties by thematic
for dealing with future developments were derived.                similarity two dimensions emerged: (1) feasibility
To do so, the qualitative and quantitative assessment             of projects which is determined by socio-politico-
of more than 160 internal and external stakeholders,              economic factors and (2) speed of industry digitisation
including customers, competitors, regulatory bodies,              which is driven by technological developments and their
financial institutions was considered. This allowed for           adoption. Using these two dimensions as axes for the
                                                                       critical uncert

                         strong   personal                                                           Economic stability
                                  impact                                                             Scope of regulation
                                                                                                     Project acceptance

                                                                                                     Remuneration
                                                                                                     development
                                                                                      aint
                                                                                          ies

                                                                                                     Degree
                                                                                                     of digitization
                                                                                                     Key technology
                                                                                                     development

                                                                                                     Political stability
                                    trends                                                           & elections

                                    secondary
                                    elements

                          weak                                                                  uncertainty
                                   low                                                                        high
                            P                Ec           S                 T                   En                     L

                             Figure 1: Impact/uncertainty grid for the German AEC industry in 2025

                                                              5
scenario grid and extrapolating the development of each
                                                                                                         axis towards its most extreme positive and negative
                                          Progressive                                                    manifestation, four distinct scenarios materialised, as
                                  speed of industry digitization
                                                                                                         shown in Figure 2. Naming these scenarios gives a first
                                                                                                         indication of how the German AEC industry could look like
                                                                                                         in 2025. Next, the story behind the name needed to
                              DIGITIZED                  DIGITIZED                                       become fleshed out by using the influence diagram
                                BUST                       BOOM
                                                                                                         that illustrates the cause-effect relationships of the
                                                                                                         most relevant trends, critical uncertainties, and the
             Low                                                                 High                    two key uncertainties. The selection and relationship
        feasibility                                                              feasibility
       of projects                                                               of projects             of factors was discussed during a workshop with
                               AFTER                                                                     Stefano Susani, Jeffrey Seeck, and Giovanni Acciaro
                               BOOM                     THE TRAP OF
                               COMES                   COMPLACENCY
                                                                                                         from NET to ensure plausibility and consistency of
                                BUST                                                                     all scenarios. In total 25 factors were chosen, whose
                                                                                                         complex relationships are visualised by Figure 3.
                                             Slow                                                        This constituted the basis for the description of the
                                  speed of industry digitization
                                                                                                         four individual scenarios. To satisfy the complexity of
                                                                                                         all involved factors, the original work of this summary
                                     Figure 2:
                                                                                                         featured a more than two-page detailed description
                           Scenario matrix of the German                                                 per scenario. For brevity’s sake, this article provides a
                               AEC industry in 2025                                                      fact sheet with the most important indicators and a
                                                                                                         short description instead.
time

                      environmental               political stability
                       awareness                   and elections
                                                                                                scope of
                                                                                               regulation
                                                                                                                               subsidies and
                                                                                                                            supporting measures
            availability of                 economic                       interest rate policy                                                               startup culture
             skilled labor                   stability                      and interest rates

                                                                                               civic involvement                             key technology
                                                                                                                                              development

                             availability of               remuneration                                                   implementation of                        expansion of
                           construction land               development                                                     energy transition                        broadband

                                                                                                                                    digitalized business          mobility trends
                                                                    consequences of                                                        models
                                                                    climate changes
                                                                                                       project
                                                                                                     acceptance
                                                                                                                         degree of                          innovation and
                                                                   scarcity of materials                                digitization                       distruption speed

                                            development of
                                           construction cost
                                                                                       planning and
                                                                                     permission speed
                          consolidation trends                                                                      expansion of
                                                                                                                   infrastructure

                                                           feasibility of projects                                          speed of industry digitization

                                                            Figure 3: Influence diagram of the German AEC industry

                                                                                                     6
cost of borrowing for corporations                                           GOP grown                                            construction cost
10%                                                           5%                                                      200
 9%                                                                                                                   180
 8%                                                           4%                                                      160
 7%                                                                                                                   140
 6%                                                           3%                                                      120
 5%                                                                                                                   100
 4%                                                           2%                                                       80
 3%                                                                                                                    60
 2%                                                           1%                                                       40
 1%                                                                                                                    20
 0%                                                           0%                                                        0
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24    ‘25                ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25         ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

            construction demand                                                 industry demand                         Very conducive socio-politico-economic
                                                                                                                        condictions cause rising construction demand and
200                                                           200
                                                                                                                        facilitate project realization.
180                                                           180
160                                                           160
                                                                                                                        Beneficial regulation and key technology
                                                                                                                        developments accelerate industry digitization that
140                                                           140
                                                                                                                        causes industry productivity to surge. Mobility
120                                                           120                                                       integrated and energy transition ensues.
100                                                           100
                                                                                                                        Rising demand is met by increasing productivity,
 80                                                            80                                                       leading to construction cost on par with inflation
 60                                                            60                                                       levels.
 40                                                            40                                                       Despite the abolishment of the HOAI, architecture
 20                                                            20                                                       and engineering firms retain their independence
  0                                                             0                                                       and little consolidation can be observed. This is
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25     facilitated by low industry cost-pressure.

                                                       Figure 4: Fact sheet Germany – Scenario A – Digitised boom

      cost of borrowing for corporations                                           GOP grown                                            construction cost
10%                                                           5%                                                      200
 9%                                                                                                                   180
 8%                                                           4%                                                      160
 7%                                                                                                                   140
 6%                                                           3%                                                      120
 5%                                                                                                                   100
 4%                                                           2%                                                       80
 3%                                                                                                                    60
 2%                                                           1%                                                       40
 1%                                                                                                                    20
 0%                                                           0%                                                        0
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24    ‘25                ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25         ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

            construction demand                                                 industry demand                         The AEC industry is booming due to positive
                                                              200
                                                                                                                        socio-politico-economic conditions. Demand
200
                                                                                                                        surges.
180                                                           180
160                                                           160
                                                                                                                        Productivity rises only slightly over 2019 levels due to
                                                                                                                        flat industry digitization and unfavorable regulation.
140                                                           140
120                                                           120                                                       Mobility and energy landscape stagnate somewhat.
100                                                           100                                                       Following the abolishment of the HOAI and
 80                                                            80                                                       increasing cost pressure, some consolidation
                                                                                                                        ensues. Overall, the industry remains highly
 60                                                            60
                                                                                                                        fragmented.
 40                                                            40
                                                                                                                        The stable socio-politico-economic situation
 20                                                            20
                                                                                                                        constitutes the trap of complacency as German AEC
  0                                                             0                                                       players are prone to disregard the possibility of a
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24    ‘25                ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25     less-prosperous future.

                                                Figure 5: Fact sheet Germany – Scenario B – The trap of complacency

Scenario A – Digitised boom                                                                        Scenario B – The trap of complacency
Digitised boom features positive socio-politico-                                                   Ever, due to lack of technological adoption, the industry
economic conditions that drive further growth of                                                   is faced with continuous stagnant productivity that
the already booming AEC industry in Germany.                                                       ultimately increased construction cost. Due to the
Furthermore, it offers pronounced opportunities to                                                 generally good demand situation, stakeholders are
improve previously stagnant productivity through                                                   content with the status quo and therefore neglect to
progressive digitisation speed. In this scenario industry                                          commit to long-term investments in technology and
stakeholders have recognised the need for long-term                                                its adoption. However, this complacency constitutes a
investment to secure prolonged growth and stability.                                               trap, as it does not prepare for less prosperous times.

                                                                                             7
cost of borrowing for corporations                                            GOP grown                                            construction cost
10%                                                           2,5%                                                     200
 9%                                                           2,0%                                                     180
 8%                                                           1,5%                                                     160
 7%                                                           1,0%                                                     140
 6%                                                           0,5%                                                     120
 5%                                                           0,0%                                                     100
 4%                                                          -0,5%                                                      80
 3%                                                          -1,0%                                                      60
 2%                                                          -1,5%                                                      40
 1%                                                          -2,0%                                                      20
 0%                                                          -2,5%                                                       0
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25         ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

            construction demand                                                  industry demand                         Construction demand and realization potential
                                                                                                                         decreased due to political instability, regulatory
200                                                            200
                                                                                                                         disarray, and negative GDP growth.
180                                                            180
160                                                            160
                                                                                                                         Productivity remains flat following technological
                                                                                                                         stagnation and lacking incentives. Mobility and
140                                                            140
                                                                                                                         energy landscape are at a standstill.
120                                                            120
                                                                                                                         Rising construction cost are offset by mass
100                                                            100
                                                                                                                         lay-offs, unpaid overtime and sub-contracting
 80                                                             80                                                       projects to low cost countries. The inevitable
 60                                                             60                                                       cannot be prevent; consolidation trends become
 40                                                             40                                                       rampant.
 20                                                             20                                                       Overall, the economy and AEC industry are in a
  0                                                              0                                                       deep recession which, due to structural issues, is
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25     unlikely to improve in the near future.

                                            Figure 6: Fact sheet Germany – Scenario C – After boom comes bust

      cost of borrowing for corporations                                            GOP grown                                            construction cost
10%                                                           2,5%                                                     200
 9%                                                           2,0%                                                     180
 8%                                                           1,5%                                                     160
 7%                                                           1,0%                                                     140
 6%                                                           0,5%                                                     120
 5%                                                           0,0%                                                     100
 4%                                                          -0,5%                                                      80
 3%                                                          -1,0%                                                      60
 2%                                                          -1,5%                                                      40
 1%                                                          -2,0%                                                      20
 0%                                                          -2,5%                                                       0
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25         ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

            construction demand                                                  industry demand                         Political instability and regulatory chaos constitute
200                                                            200
                                                                                                                         the basis for negative economic growth. Construction
                                                                                                                         demand decreases and its realization is limited.
180                                                            180
160                                                            160                                                       Decreasing demand, price wars and financial turmoil
                                                                                                                         lead to extensive industry consolidation.
140                                                            140
120                                                            120                                                       An environmental - and technology - enthusiast
                                                                                                                         government supports digitization which causes a
100                                                            100
                                                                                                                         swift energy transition and the adoption of new
 80                                                             80                                                       mobility trends. Concurrently, industry productivity is
 60                                                             60                                                       improved.
 40                                                             40                                                       The industry is in a deep recession, future economic
 20                                                             20                                                       improvements can be leveraged because of the
  0                                                              0                                                       underlying technological and environmental
      ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22    ‘23   ‘24   ‘25     advancements.

                                                      Figure 7: Fact sheet Germany – Scenario D – Digitised bust

Scenario C – After boom comes bust                                                                  Scenario D – Digitised bust
How these times could look like is shown in ‘After                                                  In ‘Digitised bust’ the economy has taken a downturn
boom comes bust’ where the positive socio-politico-                                                 and resulted in decreased construction demand.
economic situation of the late 2010s have given                                                     However, industry stakeholders had the foresight
way to a recessive period, resulting in layoffs and                                                 to know that no boom could last forever and
consolidation trends. Due to increased financial                                                    therefore committed to the necessary investments
pressure, long overdue investments are not feasible                                                 in technology. Consequently, their situation is less
anymore, exacerbating the situation for the industry.                                               dire than in the third scenario and future economic
                                                                                                    upswings could be leveraged more effectively.

II. The Italian architecture, engineering, and construction industry by 2025
The same process as before was performed for the        identified by stakeholders, as depicted by Figure 8.
Italian AEC industry. Six critical uncertainties were   Namely these were:

                                                                                              8
strong   personal                                                                                Scope of

                                                                      critical unce
                                                                                                                                                          Progressive
         impact                                                                                  digitization                                       speed of industry digitization
                                                                                                 Speed of
                                                                                                 bureaucratic
                                                                                                 and admin
                                                                                                 Wealth of firms
                                                                                                 and households

                                                                           tain    r
                                                                                                 Key technology                              DIGITIZED                         A NEW

                                                                               tie
                                                                                                 development                                 RECESSION                         HOPE

                                                                                  s
                                                                                                 Project
                                                                                                 acceptance

                                                                                                 Market
                                                                                                 attractiveness          Low                                                                          High
            trends                                                                               for investors           feasibility of projects                                       feasibility of projects

            secondary                                                                                                                           THE
            elements                                                                                                                         DEPTHS OF                   A FALSE SENSE
                                                                                                                                              DESPAIR                     OF SECURITY

 weak                                                                                      uncertainty                                                         Slow
                                                                                                                                                    speed of industry digitization
           low                                                                                      high

    P                 Ec                 S                    T                           En                L

 Figure 8:                                                                                                                                                                        Figure 9:
 Impact/uncertainty grid for the Italian                                                                                                                              Scenario matrix of the
 AEC industry in 2025                                                                                                                                          Italian AEC industry in 2025

 1. Speed of bureaucratic and administrative                                                        its most extreme positive and negative manifestation,
    processes (economic)                                                                            four distinct scenarios emerged, as shown Figure 9.
 2. Degree of digitisation (technological)
                                                                                                    The names of the scenarios give a first indication of
 3. Development and availability of key technologies
                                                                                                    how the Italian AEC industry could look like in 2025.
    (technological)
 4. Wealth of firms and households (economic)                                                       Using the influence diagram with a total of 21 factors
 5. Project acceptance (social)                                                                     for Italy, depicted by Figure 10, helped to explain the
 6. Market attractiveness for investors (economic)                                                  developments towards the above scenarios and how
                                                                                                    the most important factors could interrelate.
 The above critical uncertainties were clustered by
 similarity into two dimensions: (1) feasibility of projects                                        Based on this influence diagram the scenarios were
 and (2) speed of industry digitisation.                                                            described. The respective fact sheets and short
                                                                                                    descriptions follow.
 Extrapolating the development of each axis towards
  time

                                                political stability                                                                                          key technology
                                                 and elections                                                                                                development

           taxation & fiscal                               economic                              scope of
                policy                                integration of EU                        regulation
                                                                                                                                                                 work trends

             public debt            economic and                         interest rate and                        sustainability
               of Italy            financial stability                         inflation                             awareness
                                                                                                                                                                           effect of climate
                                                                                                                                                                               change
                                                                                                                        degree of
         level of employment     financing availability                                 payment morale                  digitization

                                                                                                                                                         mobility trends

                        wealth of firms                                                     speed of admin                      project
                        and households                                                       processes                       acceptance

                                                             market
                                                         attractiveness

                                                                                                                              expansion of
                                                                                                                             infrastructure

                                             feasibility of projects                                                                               speed of industry digitization

                                                      Figure 10: Influence diagram of the Italian AEC industry

                                                                                                9
cost of borrowing for corporations                                         unemployment                                                       GDP growth
10%                                                         20,0%                                                               5%
 9%                                                         18,0%
 8%                                                         16,0%                                                               4%
 7%                                                         14,0%
 6%                                                         12,0%                                                               3%
 5%                                                         10,0%
 4%                                                          8,0%                                                               2%
 3%                                                          6,0%
 2%                                                          4,0%                                                               1%
 1%                                                          2,0%
 0%                                                          0,0%                                                               0%
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

             industry productivity                                          construction demand                                                   construction cost
200                                                            200                                                              200
180                                                            180                                                              180
160                                                            160                                                              160
140                                                            140                                                              140
120                                                            120                                                              120
100                                                            100                                                              100
 80                                                             80                                                               80
 60                                                             60                                                               60
 40                                                             40                                                               40
 20                                                             20                                                               20
  0                                                              0                                                                0
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

  Political stability and conducive regulation cause stable economic growth and                   processes is drastically improved to 115 days in 2025 compared to 227 in 2018.
  significant reduction of public debt that translates into drastically improved payment           Environmental awareness, regulation, and digitization drive progressive change in
  morale. Industry attractiveness and demand increase significantly.                               the mobility landscape. Project acceptance and expansion of infrastructure are
  Key technology developments and favorable regulation enable a high degree of                    extensive.
  digitization which leads to increasing industry productivity. Speed of administrative           Overall, the industry is booming and ready for a prosperous future.

                                                       Figure 11: Fact sheet Italy – Scenario A – A new hope

      cost of borrowing for corporations                                         unemployment                                                       GDP growth
10%                                                         20,0%                                                               5%
 9%                                                         18,0%
 8%                                                         16,0%                                                               4%
 7%                                                         14,0%
 6%                                                         12,0%                                                               3%
 5%                                                         10,0%
 4%                                                          8,0%                                                               2%
 3%                                                          6,0%
 2%                                                          4,0%                                                               1%
 1%                                                          2,0%
 0%                                                          0,0%                                                               0%
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

             industry productivity                                          construction demand                                                   construction cost
                                                               200                                                              200
200
                                                               180                                                              180
180
                                                               160                                                              160
160
                                                               140                                                              140
140
                                                               120                                                              120
120
                                                               100                                                              100
100
                                                                80                                                               80
 80
                                                                60                                                               60
 60
                                                                40                                                               40
 40
                                                                20                                                               20
 20
                                                                 0                                                                0
  0
                                                                     ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                  ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

      Political stability and favorable regulation facilitates economic growth, increasing        sub-contracting low-complexity designs to the low-cost countries in order to
      wealth, and reduction of public debt. Payment morale increases and industry                 achieve arbitrage effects.
      attractiveness grows resulting in substantially increasing demand. Speed of                 Lack of environmental awareness and incentives hinder mobility trends to
      administrative processes is drastically improved to 175 days in 2025 compared to            materialize. Investment in digital infrastructure is inadequate to prepare the industry
      227 in 2018.                                                                                for the future.
      Lack of foresight leads to lacking technological advances causes poor digitization.         Advantageous socio-politico-economic conditions conceal structural issues,
      Productivity is almost stagnate causing construction cost to increase considerably          particularly lack of digit(al)ization. This gives industry players a false sense of
      Due to stagnant productivity and increasing demand, Italian AE firms are                     security.

                                                 Figure 12: Fact sheet Italy – Scenario B – A false sense of security

Scenario A – A new hope                                                                             Scenario B – A false sense of security
After recessive and stagnant years, the Italian AEC                                                 Beneficial socio-politico-conditions have stimulated
industry is finally booming due to advantageous socio-                                              construction demand and its feasibility. However,
politico-economic conditions and high project feasibility.                                          digitisation is still lacking, keeping productivity
Moreover, productivity gains can be achieved by leveraging                                          stagnant. AEC players are barely stable and susceptible
technological developments due to progressive industry                                              for economic downturns despite the current positive
digitisation speed. Therefore, the Italian AEC industry has                                         situation giving them ‘A false sense of security’.
‘A new hope’.

                                                                                             10
cost of borrowing for corporations                                         unemployment                                                      GDP growth
10%                                                          20,0%                                                           2,5%
 9%                                                          18,0%
 8%                                                          16,0%                                                           1,5%
 7%                                                          14,0%
 6%                                                          12,0%                                                           0,5%
 5%                                                          10,0%
 4%                                                           8,0%                                                           0,0%
 3%                                                           6,0%
 2%                                                           4,0%                                                          -1,5%
 1%                                                           2,0%
 0%                                                           0,0%                                                          -2,5%
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                 ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

             industry productivity                                         construction demand                                                   construction cost
200                                                            200                                                            200
180                                                            180                                                            180
160                                                            160                                                            160
140                                                            140                                                            140
120                                                            120                                                            120
100                                                            100                                                            100
 80                                                             80                                                             80
 60                                                             60                                                             60
 40                                                             40                                                             40
 20                                                             20                                                             20
  0                                                              0                                                              0
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                 ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

      Political instability and regulatory chaos cause negative GDP growth and public             rampant consolidation that ensues due to increasing cost pressure and
      debt to increase. Payment morale and industry attractiveness deteriorate.                   decreasing demand.
      Construction demand decreases. Speed of administrative processes has                        Lack of environmental awareness and incentives hinder mobility trends to
      deteriorated to 300 days in 2025 compared to 227 in 2018.                                   materialize. Investment in digital infrastructure is inadequate to prepare the
      Technological progress has come to a halt and jointly with unfavorable                      industry for the future.
      socio-politico-economic conditions causes digitization speed to slow drastically.           Overall the industry is in one of the deepest recessions the country has ever seen.
      Productivity is stagnant.                                                                   Structural issues prevent a fast recovery.
      Sub-contracting to low-cost countries cannot mitigate cost pressure and stop

                                                  Figure 13: Fact sheet Italy – Scenario C – The depths of despair

      cost of borrowing for corporations                                         unemployment                                                      GDP growth
10%                                                          20,0%                                                           2,5%
 9%                                                          18,0%
 8%                                                          16,0%                                                           1,5%
 7%                                                          14,0%
 6%                                                          12,0%                                                           0,5%
 5%                                                          10,0%
 4%                                                           8,0%                                                           0,0%
 3%                                                           6,0%
 2%                                                           4,0%                                                           -1,5%
 1%                                                           2,0%
 0%                                                           0,0%                                                           -2,5%
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                 ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

             industry productivity                                         construction demand                                                   construction cost
200                                                            200                                                            200
180                                                            180                                                            180
160                                                            160                                                            160
140                                                            140                                                            140
120                                                            120                                                            120
100                                                            100                                                            100
 80                                                             80                                                             80
 60                                                             60                                                             60
 40                                                             40                                                             40
 20                                                             20                                                             20
  0                                                              0                                                              0
       ‘18   ‘19   ‘20   ‘21   ‘22   ‘23   ‘24   ‘25                 ‘18   ‘19   ‘20   ‘21    ‘22    ‘23   ‘24   ‘25                 ‘18   ‘19    ‘20   ‘21   ‘22   ‘23   ‘24   ‘25

      Wealth of firms and households is decreasing, payment morale is deteriorating, and           actively consolidate the market to become one-stop-shops.
      public debt increasing due to detrimental economic policies and regulation.                 Strict environmental regulation and awareness, as well as digitization drive the
      Demand is shrinking while a skilled labor shortage ensues. Speed of administrative          adoption of new mobility concepts and limit the adverse impact on the environment.
      processes has increased to 250 days in 2025 compared to 227 in 2018.
                                                                                                  While the economy is in a recession, investments in digit(al)ization could be
      Technological breakthroughs drive progressive digitization that facilitates                 leveraged in an improved economic situation.
      productivity gains. Shrinking demand forces price war in which many AEC firms
      cannot last in a capital-stripped situation. Larger firms with more financial power

                                                       Figure 14: Fact sheet Italy – Scenario D – Digitised recession

Scenario C – The depths of despair                                                                  Scenario D – Digitised recession
The economic and political situation has taken a turn                                               In the face of deteriorating economic and political
for the worse, driving construction cost up and its                                                 conditions, technological development and its
demand down. Concurrently, technological adoption                                                   adoption have been showing great appeal and
has stagnated, hindering relief through non-demand                                                  support. Once this ‘Digitised recession’ subsides, the
measures. Consequently, the Italian AEC industry is                                                 AEC industry is set to fully benefit from its high degree
now in ‘The depths of despair’.                                                                     of digitisation.

                                                                                             11
III. Strategic Implications                                              all customers touchpoints
Attentive readers have already discerned that the                      • Achieve brand differentiation by building on important,
scenario axes for the German and Italian scenarios                       perceivable, inimitable and efficient distinction criteria
were identical. What is more, 27 of the 40 individually                  such as sustainability and digital & innovation leadership
determined factors overlapped. Consequently, the
                                                                       (4) Exert political influence
most essential strategic implications for the German
                                                                       • Support stability-inducing political parties through
and Italian AEC industry largely converge. Below core
                                                                         donations, political education campaigns to encourage
strategy was formulated to benefit from developments
                                                                         voter participation, and political organisations
along the scenario axes and individual factors. It was
                                                                       • Lobby political parties to support regulation in line with
assumed that organisations strive towards to most
                                                                         strategic goals (both stricter and less strict regulation
positive scenario (‘Digitised boom’ and ‘A new hope’).
                                                                         could be beneficial depending on organisational
a. Leverage high feasibility of projects by                              capabilities)
stimulating strong and sustainable growth
                                                                       (5) Improve the competitive position
(1) Increase capacities and capture demand                             • Analyse existing product portfolio to identify profitable
Increase productivity                                                    and unprofitable segments; focus resources on promising
• Adopt technological solutions such as electronic                       segments while discarding less-promising ones
  tendering, 3D laser technologies, and BIM                            • Actively seek collaborations with competitors to attract
• Adopt digital processes with single source of truth,                   larger projects and thus stimulate growth (measure risks
  including digital project planning, and integrated project             vs. reward carefully)
  delivery                                                             • Find collaboration partners, such as startups, and
• Optimisation of design and engineering processes through               foster innovation to develop value-adding services and
  repeatable designs (stored in a standard design library)               innovative solutions
  and tighter collaboration with contractors similar to the            • Evaluate collaboration with construction firms and other
  automotive industry                                                    players along the value chain to increase productivity,
• Attract and retain skilled staff                                       cost-efficiency, and transparency
• Establish a common culture with shared values                        b. Embrace progressive speed of industry
• Offer remote work and flextime                                       digitisation to become an industry leader
• Tighter collaboration with schools and universities (e.g.
  open work days)                                                      (6) Embrace digit(al)isation as a first mover
• Headhunting and professional social media presence                   • Develop milestone plan to actively structure digit(al)isation
• Expansion                                                              process, including clear assignment of responsibilities
• Increase penetration of existing products in existing                  within the organisation, such as BIM manager or chief
  market                                                                 digital/technology officer
• Expand into new market with existing products (e.g.                  • Anchor digitalisation in the core strategy and
  geographical extension in wealthy regions)                             communicate approach transparently to foster employee
• Diversify product portfolio with innovative solutions                  commitment and compliance while addressing
• Sub-contracting                                                        reservations
• Fulfill excess demand by outsourcing low-complexity low              • Modernise IT department (and view it as strategic partner)
  risk designs to low-cost providers (in low cost-countries)             and disseminate common software solutions as to
                                                                         prevent IT becoming the bottleneck of internal digitisation
(2) Foster organisational excellence                                   • Establish single sources of truth by digitising processes,
• Center organisation around a common purpose that                       project management, and documentation to foster
  penetrates all (strategic) decisions to provide internal and           collaboration, transparency, and efficiency
  external orientation even in times of uncertainty                    • Digitise: design management, scheduling, quality control,
• Structure organisation to clearly reflect accountabilities             contract management, document management…
  and decision rights while keeping hierarchies flat and               • Gather customer data, e.g. through a mobile app providing
  permeable to foster agility and to break-up silos                      customers comprehensive overview of project status,
• View HR as a strategic partner to attract, retain and                  analyse said data based upon which new revenue models
  develop talent by aligning employee performance                        should be created
  management with strategic goals
• Establish shared set of values and beliefs that views                (7) Foster a startup culture
  change as an opportunity (more so than threat) to foster             • Collaborate with researchers and startups to explore
  agility and proactiveness                                              innovative solution; this could be done in organisation-
• Streamline and digitise processes, tools, and knowledge                operated innovation laboratories or in collaborative
  management                                                             settings
                                                                       • Build on the culture of progressive thinker fostered
(3) Increase brand recognition                                           through organisational excellence to establish holistic
• Establish a clear brand identity consisting of vision, values          approaches characterised by interdisciplinarity and no-silo
  and capabilities that is communicated consistently across              thinking

                                                                  12
• Establish lean processes to reduce resource waste (time is                             IV. Conclusion
  a resource!); center work-streams around pull approaches
                                                                                         Above scenarios are not expected to become reality one
  and solution-centric activities to foster innovation and
                                                                                         day. Rather they are designed to be one or more plausible
  agility
                                                                                         realities that could happen given certain directions of
(8) Develop a matchmaking platform                                                       change. In that sense they are a dynamic impetus for a
Develop a matchmaking platform that                                                      discussion on how the AEC industry should prepare for
• Aggregates global tender information to connect different                              the future and its challenges. Consequently, the derived
  industry player                                                                        strategies should also constitute the basis for further
                                                                                         discussion. In any case the above scenarios draw a picture
• Reduces high complexity by providing transparency in
                                                                                         that clinches the high probability of changing industry
  industry characterised by opaqueness and information
                                                                                         foundations. By embracing this change, organisations can
  asymmetries
                                                                                         and should prepare themselves for an uncertain future
• Facilitates higher sales volumes and improves capacity                                 to ultimately become more resilient towards shifting
  utilisation                                                                            dynamics in the AEC industry.

ITA
Gli sviluppi del settore AEC in Germania e Italia entro il 2025
Scenari plausibili e implicazioni strategiche
di KRISTIAN KERSTING

Il settore dell’architettura, dell’ingegneria e delle costruzioni (AEC) in               5. Stabilità economica (economico)
Germania e Italia è caratterizzato da una produttività paralizzata e da                  6. Sviluppo delle tecnologie chiave (tecnologico)
un basso grado di digitalizzazione. I recenti progressi tecnologici e gli                7. Stabilità politica ed elezioni (politico)
sviluppi del mercato hanno messo in discussione questo status-quo.                       Raggruppando queste incertezze critiche per vicinanza tematica,
Valutare come questo settore sarà interessato da tali cambiamenti è                      emergono due dimensioni: (1) fattibilità dei progetti, determinata da
quindi non solo una questione di interesse, ma anche di sopravvivenza                    fattori socio-politico-economici e (2) velocità della digitalizzazione del
per molti stakeholder.                                                                   settore, guidata dagli sviluppi tecnologici e dalla loro adozione. Usando
Stabilire come sarà il futuro non è semplice, poiché il settore AEC                      queste due dimensioni come assi per la matrice relativa allo scenario ed
(e, in relazione a questo tema, la maggior parte, se non tutti, i settori                estrapolando lo sviluppo di ciascun asse nella sua manifestazione più
industriali) e le sue dinamiche di mercato sono caratterizzate da un alto                positiva e più negativa, emergono quattro diversi scenari, come mostra
grado di complessità, ambiguità e volatilità. La combinazione di queste                  la Figura 2. Dare un nome a questi scenari permette di indentificare
tre dimensioni genera una profonda incertezza che può essere definita                    come sarà il settore AEC in Germania nel 2025.
come l’incapacità dell’individuo di predire il futuro con cura. Ignorare o               Successivamente, è stato necessario arricchire la storia che ha gene-
sottostimare l’incertezza minaccia in modo sostanziale il successo delle                 rato il nome di ciascuno scenario, utilizzando il diagramma di influen-
organizzazioni, lasciandole scoperte davanti al cambiamento ambien-                      za che illustra la relazione di causa-effetto tra i trend più rilevanti, le
tale e ignare delle potenziali opportunità. L’incertezza deve, quindi,                   incertezze critiche e le due incertezze chiave. La selezione e la relazione
essere incorporata nel piano strategico, cosa che può essere facilitata in               di fattori sono state discusse durante un workshop con Stefano Susani,
diversi modi, come ad esempio attraverso lo "Scenario-based strategic                    Jeffrey Seeck e Giovanni Acciaro di NET, per assicurare plausibilità e
planning".                                                                               coerenza a tutti gli scenari. Sono stati scelti in totale 25 fattori, la cui
Questo approccio si è dimostrato prezioso nello sviluppo di quattro                      complessa relazione è rappresentata nella Figura 3.
scenari plausibili per il settore AEC in Germania e Italia entro il 2025.                Questo diagramma è la base per la descrizione dei quattro scenari
Successivamente, sono state individuate strategie adatte agli sviluppi                   specifici. Per soddisfare la complessità di tutti i fattori coinvolti, la tesi
futuri attraverso la valutazione qualitativa e quantitativa di oltre 160 sta-            originale prevedeva oltre due pagine di descrizione di ciascun scena-
keholder interni ed esterni, inclusi i clienti, i competitor, gli enti regolatori        rio. Per motivi di sintesi, invece, questo articolo riporta la tabella degli
e le istituzioni finanziarie. Questo ha permesso di incorporare un ampio                 indicatori più importanti e una breve descrizione
set di prospettive con l’obiettivo di contrastare possibili errori e assicura-
re plausibilità agli scenari individuati. L’aggregazione dei risultati a partire         a. Scenario A – Boom digitale
dai feedback degli stakeholder ha prodotto 40 fattori che abbracciano                    Lo scenario "Boom digitale" è caratterizzato da condizioni socio-po-
gli sviluppi in Germania e Italia da un punto di vista politico, economico,              litico-economiche positive che generano ulteriore crescita del già
sociale, tecnologico, ecologico e legale. Gli stakeholder hanno valutato i               promettente settore AEC in Germania. Inoltre, offre notevoli opportunità
fattori relativi alla forza dell’impatto e al grado di incertezza su una scala           per accrescere preventivamente una produttività stagnante attraver-
da 1 a 10.                                                                               so una progressiva velocità di digitalizzazione. In questo scenario gli
I. Il settore dell’architettura, dell’ingegneria e delle costruzioni in                  stakeholder del settore industriale hanno riconosciuto la necessità di
Germania entro il 2025                                                                   investimenti a lungo termine per assicurare una crescita e una stabilità
                                                                                         prolungate.
La Figura 1 mostra i risultati relativi ai feedback degli stakeholder appar-
tenenti al settore AEC in Germania. I sette fattori posizionati nell’angolo              b. Scenario B – La trappola della noncuranza
in alto a destra erano caratterizzati da un alto grado di incertezza e forte             "La trappola della noncuranza" è simile allo scenario "Boom digitale" per
impatto sul settore industriale. Quindi, possono essere considerati come                 quanto riguarda i fondamenti socio-politico-economici. Comunque,
le incertezze critiche relative al settore AEC in Germania. Questi fattori               a causa dell’assenza di adozioni tecnologiche, il settore si caratterizza
sono:                                                                                    per una continua produttività stagnante che sostanzialmente accresce
1. Crescita delle remunerazioni (economico)                                              il costo di costruzione. A causa di una situazione per lo più di buona
2. Consenso sul progetto (sociale)                                                       richiesta, gli stakeholder si accontentano dello status-quo e quindi
3. Grado e complessità delle leggi (legale)                                              trascurano la possibilità di impegnarsi in investimenti a lungo termine
4. Grado di digitalizzazione (tecnologico)                                               in ambito tecnologico. Comunque, questa noncuranza è una trappola

                                                                                    13
poiché non prepara a tempi meno prosperi.                                              definire gli scenari tedeschi e italiani sono identici. Inoltre, 24 dei 40
c. Scenario C – Dopo il boom viene il crollo                                           fattori determinati individualmente si sovrappongono. Di conseguenza,
                                                                                       le principali implicazioni strategiche per il settore AEC in Germania e
Nello scenario "Dopo il boom viene il crollo" la situazione socio-politi-              in Italia convergono ampiamente. Di seguito è descritto il cuore della
co-economica positiva degli anni precedenti al 2020 ha fatto spazio                    strategia per beneficiare degli sviluppi relativi agli assi dello scenario e ai
a un periodo di recessione, che dà luogo a sua volta a un periodo di inat-             fattori individuali. Si presume che le organizzazioni siano orientate verso
tività e a trend di consolidamento. A causa di una pressione finanziaria               lo scenario più positivo (Boom digitale e Una nuova speranza).
crescente, gli agognati investimenti non sono più fattibili, esasperando
la situazione di questo settore industriale.                                           a. Fare leva sull’alta fattibilità dei progetti stimolando una crescita
                                                                                       forte e sostenibile
d. Scenario D – Crollo digitale
                                                                                       (1) Aumentare le capacità e stimolare la domanda
Nel "Crollo digitale" l’economia è soggetta a regressione e genera una
diminuzione nella domanda. Comunque, gli stakeholder del settore                       Accrescere la produttività
sapevano, con lungimiranza, che nessun boom avrebbe potuto durare                      • Implementare soluzioni tecnologiche come l’informatizzazione dei
per sempre e quindi hanno previsto i necessari investimenti in ambito                    processi di gara, le tecnologie laser 3D e il BIM
tecnologico. Conseguentemente, la loro situazione è meno disperata                     • Adottare processi digitali con informazioni centralizzate in basi dati
che nel terzo scenario e la futura crescita economica potrebbe essere                    univoche, inclusi il “digital project planning” e l’ “integrated project
utilizzata a proprio vantaggio in modo più efficace.                                     delivery”
I. Il settore dell’architettura, dell’ingegneria e delle costruzioni in                • Ottimizzazione dei processi progettuali e di ingegnerizzazione, facen-
Italia entro il 2025                                                                     do ricorso a progetti riutilizzabili (archiviati in un database standardiz-
Lo stesso processo è stato applicato al settore AEC italiano. Gli sta-                   zato) e a una più stretta collaborazione con i contractor, come accade
keholder hanno identificato sei incertezze critiche, come mostrato nella                 nell'industria automobilistica
Figura 8:                                                                              Attrarre e trattenere personale qualificato
1. Velocità dei processi burocratici e amministrativi (economico)                      • Instaurare una cultura comune attraverso la condivisione dei valori
2. Grado di digitalizzazione (tecnologico)
3. Sviluppo e disponibilità di tecnologie chiave (tecnologico)                         • Offrire la possibilità di lavorare a distanza e flessibilità di orario
4. Prosperità di aziende e abitazioni (economico)                                      • Istituire collaborazioni più strette con scuole e università (ad es. gior-
5. Consenso sul progetto (sociale)                                                       nate lavorative “open day”)
6. Attrattività del mercato per gli investitori (economico)                            • Ricercare talenti e stabilire una presenza professionale sui social
Le appena nominate incertezze critiche sono state raggruppate per                        media
somiglianza in due dimensioni: (1) fattibilità dei progetti e (2) velocità             Espansione
di digitalizzazione del settore industriale. Estrapolando lo sviluppo di
                                                                                       • Aumentare il tasso di penetrazione dei servizi esistenti nell’attuale
ciascun asse nella sua manifestazione più positiva e più negativa,
                                                                                         mercato
emergono i quattro diversi scenari rappresentati nella Figura 9. I nomi di
questi scenari danno una prima indicazione di come potrebbe essere il                  • Espandersi in nuovi mercati con i servizi esistenti (ad es. stabilendo
settore AEC nel 2025.                                                                    una presenza geografica in regioni ricche)
L’utilizzo del diagramma di influenza con un totale di 21 fattori per l’Italia,        • Diversificare il portafoglio prodotti con soluzioni innovative
così come rappresentato nella Figura 10, ha aiutato a spiegare gli svi-                Sub-contracting
luppi verso gli scenari appena menzionati e come i fattori più importanti              • Soddisfare la domanda in eccesso esternalizzando progetti a basso
possono essere collegati tra loro.                                                       rischio e di scarsa complessità verso fornitori a basso costo (in paesi
Gli scenari sono stati descritti a partire da questo diagramma di influen-               low-cost)
za, così come rappresentato di seguito.                                                (2) Promuovere l'eccellenza organizzativa
a. Scenario A – Una nuova speranza                                                     • Focalizzare l'organizzazione su un obiettivo comune che permei tutte
Dopo anni di recessione e immobilità, il settore AEC italiano finalmente                 le decisioni (strategiche) per fornire orientamento interno ed esterno
rifiorisce grazie a condizioni socio-politico-economiche vantaggiose e a                 anche in tempi di incertezza
un’alta fattibilità dei progetti. Inoltre, è possibile accrescere la produt-           • Strutturare l'organizzazione in modo da riflettere chiaramente le
tività facendo leva sugli sviluppi tecnologici dovuti a una progressiva                  responsabilità e i processi decisionali, mantenendo gerarchie piatte e
velocità di digitalizzazione del settore. In conclusione, il settore AEC                 fluide a favore dell'agilità e dell’apertura dei “silos organizzativi”
italiano ha "Una nuova speranza".
                                                                                       • Considerare il dipartimento Risorse Umane come partner strategico
b. Scenario B – Un falso senso di sicurezza                                              per attrarre, trattenere e sviluppare talenti allineando la gestione delle
Condizioni socio-politiche vantaggiose hanno stimolato la domanda                        performance dei dipendenti con gli obiettivi strategici
di costruzione e la sua fattibilità. Comunque, c’è ancora assenza di                   • Stabilire un insieme condiviso di valori e credenze che considerano il
digitalizzazione, cosa che mantiene la produttività stagnante. I player                  cambiamento come un'opportunità (più che una minaccia) per favori-
del settore AEC sono faticosamente stabili e sensibili alla regressione                  re l'agilità e la proattività
economica, nonostante l’attuale situazione positiva dia loro "Un falso
senso di sicurezza".                                                                   • Semplificare e digitalizzare processi, strumenti e gestione della
                                                                                         conoscenza
c. Scenario C – Una profonda disperazione
                                                                                       (3) Accrescere la riconoscibilità del marchio
La situazione politica ed economica si è volta al peggio, accrescendo
i costi di costruzione e diminuendone la domanda. Allo stesso tempo,                   • Costruire una chiara identità di marca, costituita da una “vision”, un
l’adozione tecnologica è immobile, ostacolando la “riparazione” attraver-                set di valori e un portfolio di competenze, che venga comunicata in
so misure non-demand. Come conseguenza, il settore AEC italiano è in                     modo coerente attraverso tutti i canali di contatto verso i clienti
"Una profonda disperazione".                                                           • Conseguire la differenziazione del marchio facendo leva su criteri
d. Scenario D – Recessione digitale                                                      distintivi autorevoli, percepibili, inimitabili ed efficienti come la sosteni-
                                                                                         bilità e la leadership nel campo dell’innovazione digitale
Di fronte a condizioni politiche ed economiche peggiorative, lo sviluppo
tecnologico e la sua messa in atto mostrano grande attrattività e                      (4) Esercitare un’influenza in campo politico
supporto. Una volta che questa "Recessione digitale" inizierà a calare,                • Sostenere i partiti che inducono alla stabilità del sistema attraverso
il settore AEC è pronto a beneficiare pienamente del suo alto livello di                 donazioni, campagne di sensibilizzazione per incoraggiare la parteci-
digitalizzazione.                                                                        pazione degli elettori, e le fondazioni di natura politica
II. Implicazioni strategiche                                                           • Fare pressione sui partiti politici per sostenere processi legislativi in
I lettori più attenti avranno già notato che gli assi della matrice per                  linea con gli obiettivi strategici (a seconda delle capacità organizza-

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