De Kloof tussen Standaarisatie en Stakeholders in business

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8 December 2009 “De Kloof” tussen ‘Standaardisatie’ en ‘Stakeholders in Business’ Peter Potgieser Chair of eBusiness Interoperability Forum

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Peter Potgieser - Chair of eBusiness Interoperability Forum

Transcript of De Kloof tussen Standaarisatie en Stakeholders in business

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8 December 2009

“De Kloof”

tussen ‘Standaardisatie’ en ‘Stakeholders in Business’

Peter Potgieser

Chair of eBusiness Interoperability Forum

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Agenda

Een toelichting op basis van de volgende onderwerpen:

Stakeholders in Business

Waarom zou ik …. Een voorbeeld

Interoperabiliteit

Standaardisatie

Drijvende krachten

Een uitdaging

Referenties

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1Stakeholders in Business

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ChainyForests

CompetenceMountains

The Top

Swamps of Technology

Customercheckpoint

Value Valley

Carreer C

anyon

SupplierShipyard

Burn out

Gates

Supply Fields Proces Waters

6. What value chains ?

4. Competences ? People ?4. Competences ? People ?

5. Which means ?What technologies ?

5. Which means ?What technologies ?

1. What do we want ?

1. What do we want ?

Product Channel

Gulf of Quality

Alig

nmen

t cre

ek

Demington

Lake Input Lake Troughput

2. How to do it ?

Lake Output

PrincipalParadise

3. Culture3. Culture

Source: www.the-art.nl StrategyIsland

The audience – the Business

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De kloof tussen ‘Standaardisatie’ en ‘Stakeholders in Business’

The challenges (in the 4-corner reference model)

AppropriateStandards

AppropriateUptake

AppropriateImplementation

AppropriateAdoption

AppropriateTesting

Does my business support a standard …

vs:

Does my business use a standard …Buyer Seller

Exchange of goods /services

e.g. UN/CEFACT

Buyers bank Sellers bank

AccountsReceivable

AccountsPayable

Information Exchange(a.o. payments)

e.g. ISO 20022

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6De kloof tussen ‘Standaardisatie’ en ‘Stakeholders in Business’

2Waarom zou ik …

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SITPRO

Simplifying International Trade

Scale of DocumentationScale of Documentation150 Documents in a typical single complete

consignment transaction from grower to retailer (= up to 225 pieces of paper)

1 billion Pieces of paper generated each year by UK perishable food imports supply chain

30% Data entered more than once

189 million Duplicate consignment entries

Over 90% Paper documentation subsequently destroyed – much non-recyclable

0.5% Consignment cost savings from each day saved in supply chain

Example … Cost reductionExample … Cost reduction

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SITPRO

Simplifying International Trade

Impact of Missing/Delayed Impact of Missing/Delayed DocumentsDocuments

£126 million annually

Cost to importers of documentary exchange process of original copies without delays

Over £1 billion annually

Cost with delays

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SITPRO

Simplifying International Trade

International requirements for STPInternational requirements for STP

• Business process mapping (by trading partners)Business process mapping (by trading partners)• Identification of data to be exchangedIdentification of data to be exchanged

(Export data import data)(Export data import data)• Common data definitionsCommon data definitions

(UN/CEFACT data standards)(UN/CEFACT data standards)• Interoperability of data communicationInteroperability of data communication

(UN/CEFACT message standards)(UN/CEFACT message standards)

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Buyer Seller

Buyers bank Sellers bank

Goods / Services

Information Exchange

UN/CEFACT

ISO 20022

The 4-corner reference model

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Dematerialization of Business Processes

BuyerBuyer

SupplierSupplier

Order / e-signature Offer

Statements - tax etc

Payment

Demand estimate

Payment Guarantee

Direct debit adv

e-Invoice

Invitation to tender

Deviation info

Delivery Guarantee

Delivery Information

Account statement

Payment Assurance

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‘Dematerialiseren van Business Processen’

Purchase process - BUYER

Sales process – SELLER

Put into marketAnd sell

HandlePurchase

orders

TransportAnd

deliver

SendInvoice

Receive /Processpayment

HandleComplaints

HandleComplaints

Process / dopayment

Processinvoice

ReceiveMakeorder

DeterminPurchasestrategy

Electronic InformationExchange Paper invoice

De ‘blik onder de motorkap’ …. Dit illustreert

de mate waarin we vereenvoudigen

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Customer Supplier Intermediary Authority

Receive DespatchAdvice, Invoice, etc.

Provide CustomsImport Documents

Record Receipt ofCleared Goods

BookTransport

Arrange CargoInsurance

Initiate Transport

Provide DespatchAdvice, Invoice, etc.

Provide CustomsExport Documents

ConfirmTransport

Confirm CargoInsurance

Collect andTransport Goods

Clear forExport

Clear for Import

End

Obtain ExportLicense etc.

Provide ExportLicense etc.

Obtain ImportLicense etc.

Provide ImportLicense etc.

Start

Dematerialiseren … Waar zit het papier ?

From the UN/CEFACT BUY/SHIP/PAY modelling approach

010110101101011000101

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3Interoperabiliteit

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Interoperability, sleutel tot demateraliseren

Photo: Ilco

“Interoperability is central to establishing eBusiness. The goal of interoperability is to allow information to be presented in a consistent manner between business systems, regardless of technology, application or platform. It thus provides organizations with the ability to transfer and use information across multiple technologies and systems by creating commonality in the way that business systems share information and processes across organizational boundaries. “

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Interoperability, wat is dat ?

Interoperability is the capability to run business processes seamlessly

across organisational boundaries.

Interoperability is achieved by understanding how business

processes of different organisations can interconnect, developing the

standards to support these business processes efficiently and by

specifying the semantics of messages exchanged between the

organizations to support these business processes in a scalable way.

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Basic Interoperability

Company X Company Y

Technical Technical

Business Business

Organizational Organizational

From: Référentiel Général d'InteropérabilitéFrom: Draft European Interoperability Framework (EIF) 2.0

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What is Interoperability

“We identify three basic levels of interoperability: The first is technical interoperability, which consist of the common methods and shared services for the communication, storage, processing and presentation of data. This includes the technical foundations for a secure environment, compatible technical standards and a common framework. The second is semantic or business interoperability, which includes discovery and collaboration aspects, including workflow and decision-making transactions. This can require alignment of business processes as well as operational synchronization of collaboration data. A third layer is organizational interoperability.”

From the eBusiness Interoperability Forum Roadmap:

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4Standaardisatie

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Standardisation seems to be a technical matter, but it primarily is a business issue. Wrong or enforced standards (i.e. formulated and defined or de-facto emerged from another than the own business vision) can seriously hamper this own business. In addition to that: spending resources on standards that have no business importance is undesired and waste of time and money.

For businesses, the widespread adoption of International Standards means that suppliers can base the development of their products and services on specifications that have wide acceptance in their sectors. This, in turn, means that businesses using International Standards are increasingly free to compete on many more markets around the world.

Developments in resp. expectations about ‘the Business’ make it necessary to give ‘standardisation’ the required and appropriate attention.

In ISO words:

Why standardisation

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Why standardisation

When products and services meet our expectations, we tend to take this for granted and be unaware of the role of standards. However, when standards are absent, we soon notice. Standards provide technological, economic and societal benefits. Examples:

For businesses, the widespread adoption of International Standards means that suppliers can develop and offer products and services meeting specifications that have wide international acceptance in their sectors. Therefore, businesses supporting International Standards can compete in many more markets around the world.

For customers, the worldwide compatibility of technology which is achieved when products and services are based on International Standards gives them a broad choice of offers and benefits from the effects of competition.

For governments, International Standards provide the technological and scientific bases underpinning health, safety and environmental legislation.

For trade officials, International Standards create "a level playing field" for all competitors in those markets. International Standards are the technical means by which political trade agreements can be put into practice.

Source: www.iso.org

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eBusiness standardisation and modelling

IdentifyPotentialTradingPartner

EstablishBusinessAgreement

Order

Ship

Pay

CheckCredit

Manufacture

Authority

Customer Supplier

Intermediary

«include»

«include»

«include»

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From model to XML … an automated process

<?xml version="1.0" encoding="UTF-8"?><!--Sample XML file generated by XMLSpy v2008 rel. 2 sp2 (http://www.altova.com)--><tlf:CrossIndustryInvoice xsi:schemaLocation="urn:tlf:prototype:1 CrossIndustryInvoice.xsd" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tlf="urn:tlf:prototype:1">

<tlf:ExchangedDocument><ID>2323223</ID><TypeCode>380</TypeCode><IssueDateTime>2008-12-17T09:30:47</IssueDateTime>

</tlf:ExchangedDocument><tlf:SupplyChainTradeTransaction>

<ApplicableSupplyChainTradeAgreement><SellerTradeParty>

<ID schemeAgencyID="9" schemeID="GLN">7533432343</ID><Name>Ecru Consulting</Name><PostalTradeAddress>

<PostcodeCode>11120</PostcodeCode><StreetName>Gamla Brogatan 28-36</StreetName><CityName>Stockholm</CityName><CountryID>SE</CountryID>

</PostalTradeAddress><SpecifiedTaxRegistration>

<ID>SE5563434301</ID><AssociatedRegisteredTax>

<TypeCode>VAT</TypeCode></AssociatedRegisteredTax>

</SpecifiedTaxRegistration></SellerTradeParty><BuyerTradeParty>

<ID schemeAgencyID="9" schemeID="GLN">731273628732</ID><Name>GS1 Global</Name><PostalTradeAddress>

<PostcodeCode>23212</PostcodeCode><StreetName>First avenue 3</StreetName><CityName>Brussels</CityName><CountryID>BE</CountryID>

</PostalTradeAddress>

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Slide 25

ISTH

Omgeo

CLS

SWIFT

Euroclear

ISITC

ACBI

CoreComponents

CommonBusiness

Processes

DataDictionary

BusinessProcess

Catalogue

UN/CEFACT Registry/Repository

www.iso20022.org

UNIFI FinancialRepository

UNIFIRegistration

Management Group

UN / CEFACT(All Industries)

UNIFIRegistration

Authority

UNIFIUsers

BusinessRequests

MessageModels

TBG17Harmo-nisation

Long term convergence goal A single ISO-UN/CEFACT approach

UNIFIStandards

Evaluation Groups

Trade ServicesPayments

CardsSecurities

Forex…

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A look back in time .....

March 24, 2000

…. produce mutually supportive standards required in business transactions ….

…. it provides the vital framework for e-commerce, ….

Global cooperation on standards – Trade Facilitation

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5Drijvende krachten(Voorbeelden uit publieke sector)

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http://www.europarl.europa.eu/summits/lis1_en.htm

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http://archive.cabinetoffice.gov.uk/egov2005conference/proceedings/index.asp

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6Een uitdaging

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Challenges in other words ...

Something unknown will only be adopted, if an adequate answer can be given to the following:

“What is it”

“What does it mean for my business”

“Why should I …”

How do we get the answers to the appropriate place / person ?

Who should take responsibility for that ?

And how ?

AppropriateUptake

AppropriateAdoption

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So … there is a problem with the uptake …

Unknown

Don’tInnovate

Don’tFollowTrends

NotUsed

Don’tReap

Benefits

Standards do not fit in the Business Manager quest for the answers … (priority)

Standards are not expressed in Business Terminology

ESOs are not used to ‘Marketing of Standards’

But: Adoption of standards is a prerequisite to interoperability …

ExampleAccess Point to

‘break the circle’

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http://www.cen.eu/cenorm/businessdomains/businessdomains/isss/activity/ebif.asp

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7Referenties

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http://ec.europa.eu/enterprise/sectors/ict/e-invoicing/benefits/index_en.htm

http://ec.europa.eu/internal_market/consultations/2009/e-invoicing_en.htm

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EC Roadmap for eInvoicing and payments 2006 - 2010

July 2007 Final Report of the Informal Task Force on e-Invoicing

Planned (2007-2009)

DG MARKT/H3 and

DG ENTR/D4

Steering Committee for the creation of a EUROPEAN ELECTRONIC INVOICING (EEI) Framework

Responsible for:1) Contributing to the removal of legal barriers (EC regulator)2) Establishing and documenting business requirements and addressing commercial barriers3) Establishing input for single, interoperable data standard for eInvoicing

Planned 2007 – 2009

(ISO, SWIFT, CEN,

UN/CEFACT, NES..)

Work on the creation of a single, interoperable data standard for e-Invoicing under

the umbrella of European and international standards bodies and the support from

others

July ’07- Dec ‘08

TAXUD/D1

Legal study on functioning of the Invoicing Directive (2001/115/EC) [1]

2007-2008

DIGIT/DG MARKT

IDABC study on e-invoicing requirements (for public sector, enterprises and service providers)

2008-2010 SEPA: Co-existence and gradual adoption

Forthcoming 2008

TAXUD/D1

EC Report on the Invoicing Directive (2001/115/EC)[2] and

potential proposals for amendments

2008 - 2009

DIGIT/DG MARKT

IDABC pilot project in the European Commission

based on e-invoicing requirements

2008-2010

DG INFSO

Large-scale CIP pilots on e-procurement, including e-invoicing

(Consortium: min. 6 Member States participation)

[1] Now incorporated in the VAT Directive (2006/112/EC)[2] Now incorporated in the VAT Directive (2006/112/EC)

http://ec.europa.eu/enterprise/ict/policy/einvoicing/2007-07-eei-final-rep-3-2.pdf

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Vragen ?

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Contact information

Peter Potgieser – Senior Consultant Industry StandardsPeter Potgieser – Senior Consultant Industry Standards

Chair of Chair of CEN/ISSS – eBusiness Interoperability ForumCEN/ISSS – eBusiness Interoperability ForumChair of Chair of Netherlands Board on eBusiness StandardisationNetherlands Board on eBusiness StandardisationChair of Chair of WebServices AssociationWebServices AssociationVice Chair ofVice Chair of ISO 20022 Trade SEG ISO 20022 Trade SEGHead of Head of Delegation forDelegation for ISO/TC68 Financial ServicesISO/TC68 Financial ServicesHead ofHead of Delegation for ISO/TC154 Delegation for ISO/TC154Member of Member of Delegation for UN/CEFACTDelegation for UN/CEFACTMember of Member of UN/CEFACT e-Business, Government and Trade groupUN/CEFACT e-Business, Government and Trade groupMember ofMember of CEN Delegation to ICT Standards Board CEN Delegation to ICT Standards BoardMember ofMember of Expert Group on Electronic Invoicing Expert Group on Electronic Invoicing

Tel: +31 20 383 71 95 / GSM: +31 6301 803 99E-mail: [email protected]