Setting the three-stage R&D shared portfolio methodology: an innovative approach to industry–university collaboration

Purpose – The purpose of this paper is to present an approach to start industry–university (I-U) collaboration through a stepped process aimed at building a portfolio of research and development (R&D) projects. Design/methodology/approach – It devises from an 18-month action-research program held between a multinational automotive manufacturer and the a top-ranked Brazilian university. Findings – The three-stage R&D shared portfolio methodology results from a combined application of quality function deployment-like correlation matrices and roadmapping. A first matrix tackles industry interests and correlates product performance dimensions and components to reveal broad research areas of interest. A second matrix correlates research areas and engineering competences, highlighting the types of the required know-how from the university standpoint. Thirdly, academic experts help to fill a roadmap-like layer with possible collaborative R&D deliverables over time. Research limitations/implications – Since the study lies on a single experience, extensions to other contexts should be made with care. However, the proposal offers robust rationale and a set of supporting tools to nurture new applications. Practical implications – Theoretical and methodological reflections help managers tackling the long-standing problem of setting a shared R&D agenda. Originality/value – Literature on I-U collaboration tends or to over-emphasize the role of technology transfer offices in promoting the partnerships or to seek implications for public policy. This research offers a valuable approach to build shared R&D project portfolio from a managerial viewpoint, filling an academic gap and offering guidance for managers in both sides.