Integrating science and technology metrics into a competitive technology intelligence methodology

Marisela Rodriguez-Salvador, Pedro F. Castillo-Valdez


For years, the appropriate interpretation and application of metrics have enabled
scientists to assess science and technology dynamics. Consequently, diverse disciplines have
emerged, such as bibliometrics, scientometrics and patentometrics, offering important
theoretical and methodological contributions. However, the current accelerated technological
advances require researchers to implement a superior approach to detect continuous changes
in the external environment identifying opportunities and vulnerabilities to strengthen the
decision-making process regarding R&D and innovation. In this context, competitive technology
intelligence (CTI) offers a strategic approach based on a continuous cycle where information is
transformed into an actionable result. This research provides a broader scope to science and
technology metrics, incorporating them into a CTI global methodology of eight steps. Metrics
add value throughout the entire CTI process, from project planning to decision-making stages,
having the most significant role in the information analysis stage, mainly to process information
from sources such as scientific documents, patents, and social networks. Particularly, this
approach considers recent studies in CTI in which quantitative tools such as patentometrics
and scientometrics were successfully used. This proposal can be applied to predict upcoming
technologies, movements of competitors, disrupting activities, market changes, and future
trends. Accordingly, this research adds value to the assessment of science and technology
dynamics, aiming to improve the decision-making process of R&D and innovation.


Competitive intelligence, competitive technology intelligence, patentometrics, science and technology metrics, scientometrics

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