In this paper, we discuss all of the steps needed to build an expert s
ystem (ES) in the domain of technology transfer into an organization.
Firstly there is an introduction about the domain and the problems inv
olved in software technology transfer (TT) into an organization, follo
wed by a description of the usefulness of an advisory and planning ES
to guide an inexperienced change agent in such activities. Secondly, w
e discuss the methodology-based construction of the ES and show the di
fferent phases and stages of the process. We detail a knowledge acquis
ition method used to both elicit knowledge and organize that knowledge
as a task model. The conceptualization phase, closely linked with the
above knowledge structuring step, establishes the concepts, relations
and functions handled by TT. The result is a set of individualized ta
sks that make up a complete transfer plan. As regards formalization, s
ystem representation is frame-oriented, whereby the task; and their pr
operties are encapsulated in frames and later the system is implemente
d in the Kappa tool environment. Finally the system is executed and ev
aluated by users. (C) 1997 Elsevier Science Ltd.