Transcript ISDP Process Integration Subgroup (Subgroup 2) Committee

The New GSMP:
ISDP Process Integration Project
Update
29 July 2009
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Agenda
• ISDP Background: The GS1 “Organizational
Effectiveness” project
• OE 3A
• ISDP Project Reports
• Key Transformation Proposals
• Next Steps
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Organization Effectiveness Goals
•
Create one integrated GS1 organization (EPCglobal and GDSN will no
longer be “separate” elements within the GS1 Organization)
•
Deliver greater support and value from Global Office (GO) to
Member Organizations (MOs)
•
Deliver more effective support and greater value to GS1 customers
(primarily through the MOs) that will result in faster and more
effective adoption and implementation
•
Have the MOS more involved and engaged in GO processes
•
Create an integrated and effective process for the development of
GS1 standards, solutions and services whilst ensuring the integrity
and customer relevance of all development activity
•
Locate all Governance within Management Board (MB) and evolve
composition and function of MB as well as other leadership bodies
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Background
Results:
Industry Driven
Organization
High Level Framework of
ISDP
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The New GS1 Organizational Flow
Industries
Consumer
Goods
HC
Transport
&
Logistics
GS1
MASTER
PLAN
(3YP)
(1YP)
GS1 Systems
Development
(Standards,
Services and Solutions)
Local
Deployment
& Support
Others
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GS1 Six Steps
Industry Engagement and System Development
1 Discovery - by MO's,
Observations,
recommendation
GO etc.
Global
Engagement
Plan
2 Initial contact &
planning
Community,
definition of
needs
3 Form community,
define needs
Requirements
Document
4 Develop Standards &
solutions
Ratified standards,
Guideline, Approved
Solutions, Services
5 Deployment
6 Ongoing engagement
& support
Refer to ISDP
Process
Meetings,
feedback,
refinements
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Relationship of IE and The New GSMP
1 Discovery - by MO's,
1 Statement of
GO etc.
Business Need
Clear Definition Of
Need
2 Initial contact &
planning
2 Requirements
Development
3 Form community,
Requirements
Document
define needs
4 Develop Standards &
solutions
3 System
Development
Ratified Standards,
Guideline, Approved
Solutions, Services
5 Deployment
4 Deployment
6 Ongoing engagement
Publications,
Marketing, Support
Tools and Training
& support
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Key Transformational Changes
(From OE 3A)
• Clarity around prioritization and development
of a single priority list
• Focus on a single cross-organizational
process (from handoffs to collaboration)
• Business vs. Technology driven
• Focus on a comprehensive delivery standards
AND supportive materials
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ISDP Phase 1: Detailed Design
Detailed Process
Design
Governing Principles
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The New GSMP Objectives:
(From OE 3A)
• Single development process across GS1
• Common process for standards, guidelines,
solutions and services
• Leverage the best practices across GS1
• Ensure industry and technical expertise
• Will ensure guiding principles of GS1 are
maintained(GSMP and EPCglobal SDP)
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GS1 Standards Development:
GSMP, EPCglobal, and the New GSMP
Oversight bodies
- GS1 Management Board
- Board Comm. for Standards
BCS Groups
- Operations Group
- Process Group
- Architecture Group
TODAY
BRGs
- BRG Working Groups
- Technology Groups
New GSMP
Standards Development Oversight Bodies
- GS1 Management Board
- Board Committee for Standards (BCS)
 GS1 Architecture Group
Process Leadership Committee
Standards Development Groups
Leadership bodies
- EPCglobal BOG
SDP Governance
- Joint Strategy and Plan Comm
- Business Steering Committee
- Technical Steering Committee
- Standards Maintenance Groups (SMG)
- Joint Development Groups (JDG)
- Technical Standards Groups
- Ad Hoc Working Groups
Working Groups
- Industry Action Groups
- Joint Requirements Group
- Technical Standards Groups
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OE 3B :Integrated Standards Development Project
Project Sponsors:
Project Leader:
Sally Herbert (System Development)
Chris Adcock (Industry Engagement)
MO CEO TBD
Mark d’Agostino
The sub-teams of the Project Plan are (team leaders shown) :
1.
2.
3.
4.
5.
6.
7.
Governance structure Sally Herbert/Mark d’Agostino
Process Integration Ken Traub/Klaus Foerderer
Architectural framework Bernie Hogan
Intellectual Property Randi Katz/ Monica Walsh
Integration with Industry Engagement, Public Policy and
Marketing Ian Robertson/Elizabeth Board
Publications/Deliverables David Buckley/ Audrey Kremer
Conformance and certification Nick Fergusson
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ISDP Team 1 - Governance
Deliverables: New Governance Structure
 Form the “Interim Process Leadership Team”
 Develop consolidated list of current governance bodies roles,
including PG, BSC, TSC
• Develop:
• Governing Principles
• Governance body charters,
• Operational model and proposed membership
• Gain BCS approval for permanent groups
(w membership)
• Create transition plan from current model
• Execute transition plan for ratification
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Governing Principles of
the New GSMP
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Team 2 - Process
• Process Principles
• Process Flow
• Committee Organization / Landscape
Putting it Together – 10,000 feet
• Community
IE?
PLC
Omitted if standing SMG to be used
Omitted if “fast” path used
Charter
WD
Draft and
issue callto-action
Clarify
business
needs
IE?
Form
WG
WR
Finalize
BCD
BCD
Optional
Final
Charter,
BCD
Work on
BRAD
BRAD
WD
Finalize
BRAD
GAG if not later
BRAD
LCWD
Community
Review
BRAD
Community GAG
PLC
PCD
Dev
Charter
BRAD
BRAD
Final
Charter
Work on
Standard
Std
WD
ISDP 1:
Statement of
Need
IE?
“Aggregated”
path
• Infrastructure
Final
BCD
PCD
WR
Finalize
Standard
Std
LCWD
Final
BRAD
ISDP 2:
Requirements
ISDP 3:
Standards
Community
GAG
Community
Review
Standard
“Narrow” path
Candidate
Standard
Prototype /
pilot
Finalize
Changes
Proposed
Standard
PLC
Ratification
PLC
Recommended
Standard
BCS
Ratification
Ratified
Standard
BCS
Optional
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ISDP “To Be” – 50,000 foot view
Primarily SD
Primarily IE
BCD
ISDP
1b:
process
initiation
ISDP
1a: stmt
of need
Work
Request
ISDP 2:
requirements
BCD
Charter
ISDP 3:
standards
BRAD
ISDP 4:
deployment
Standard
Includes:
-Work request(s)
-Resource needs
-WG assignment (new or standing)
-WG chairs (if new)
-Settings for ISDP “knobs”
-Expected timeline
Like GSMP “change request” or EPC “enhancement request”
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Team 3: Architecture
• The GS1 Architecture Group mission is to develop the GS1 System
Architecture to assure the technical integrity of the GS1 System
• GS1 Architecture Group is responsible for making recommendations
as an advisory group. The group provides a supporting role to the New
GSMP.
• GS1 Architecture Group is part of the governance of GS1 and reports
to the Board Committee for Standards
• The AG will be an integrated framework of teams comprised of
technical experts from End User companies, GS1 Member
Organizations, Solution Providers, Research Community, GS1 staff.
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GS1 Architecture Group: Structure
GS1 Architecture Core Team
Core/Specialty members
Technical experts
GS1 Architecture Specialty Team
GS1 Architecture Specialty Team
Ad Hoc teams as required
1(+) Core member
1(+) Core member
Subject matter experts
Subject matter
GS1experts
Architecture Specialty Team
GS1 Architecture Specialty Team
Ad Hoc teams as required
1(+) Core member
1(+) Core member
Subject matter experts
GS1 Architecture Specialty Team
GS1 Architecture Specialty Team
Subject matter experts
Ad Hoc teams as required
1(+) Core member
1(+) Core member
Subject matter experts
Subject matter experts
•
Each Specialty Team is represented at Core Team meetings either by a Core
Team member or invited guest.
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Why do we need an IPP?
• GS1 Working Groups specify business requirements,
process, and specifications. Many patents exist and
are being filed today in areas relevant to those
requirements and specifications.
• Companies could hold patents
on aspects of the process that
later deter implementation.
• It is GS1’s role to protect the
GS1 community and its
investment in development
and implementation to the best
of its ability.
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How to address IP within GS1
1. Develop and administer an IP Policy (must opt in)
2. Update integrated standards development process to
allow for sharing of work in progress only with
companies that have opted in to the specific WGs
(including GS1 MOs)
3. Only those that have signed the IP and Opt-In
Agreements can participate in GS1 Work Groups
(standards development).
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Team 5: Industry Engagement
• Work Scope
• Interlocks between all GS1 Global Office teams, MO's, members and external
parties such as industry associations
• Example on following slide shows interlock between Industry Engagement
and Systems Development
• Similar interlocks occur for:
 Marketing
 Public Policy
 Solutions
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Team 5: Aligning “IE” and
the New GSMP
Organisational Effectiveness 3B - Interlock
Industry Engagement <-> Systems Development
DETAIL
Priority 1 - Industry A
Priority 2 - Industry D
Priority 3 - Industry C
INDUSTRY
ENGAGEMENT
Plan
Represent
Industry Needs
SYSTEM
DEVELOPMENT
STANDARDS
GOVERNANCE
Represent GS1
to Industry
PROCESS
MANAGEMENT
Industry Specific
Needs
Industry
Planning
STANDARDS &
GUIDELINES
Industry
Committee
Industry
Prioritisation
Relationship
Management
INFRASTRUCTURE
TESTING
Industry Solutions
Cross Industry
Pollination
MO Industry
Synchronisation
Implementation
Guidelines
STANDARDS
COMMITTEES
FACILITATION
Standards
This view shows the flows between Industry Engagement
and Systems Development. It focuses on what flows, not
how of the format used. They are covered in other
documents
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Team 6: Publications
1 Set of common templates for all types of deliverables:
Standards documents, Training, Certification, Supplemental Material, Communication
GS1 Modular Landscape – Technical Components
Identificatio
n
Identification
Key
Representation
Supplementary
Data (NonIdentifying
Physical
Data Carriers
Rules
Information
Discovery &
Distribution
Communication
Business
Processes
All types of deliverables stored in a single repository
Knowledge
centre
Extranet
EPCglobal
website
(Un)Secured)
Multiple Access Points with multiple Access Types into Deliverable Repository
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Team 7: Conformance and
Certification Status
•
Progress
• Gap analysis between EPCglobal, AIDC, GDSN
 Certification Process
 Analysis of current terminology (Certification, Compliance, Accreditation,
Interoperability, Audit, etc)
•
Deliverables
• First phase – define process for creation of conformance/interoperability
•
•
requirements
 Process and organizational model for new GSMP
Second phase – operational model for certification programs (EPCglobal,
GDSN, AIDC)
 Process (workflow, membership)
Estimated Timeline
• First draft for review – 1st week of August 2009
• Second draft for bigger review – 3rd week of August 2009
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Summary of Key Proposed Changes for Standards
Development (ISDP) in Phase 3B
• Updated Governing principles, based on the foundations of the
past
• Single priority list (Roadmap) created in conjunction with the
“Industry Engagement Committee”
• An integrated Architecture Function
• Solution Provider voting and role in Governance
• A single GS1 IP policy
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ISDP Project Timeline
June 1 June 15 June 30 July 15
July 31
Aug 15
Aug 30
Project Activities
PROJECT KICKOFF
•
Team Leader Meeting
•
Initial Team Meetings
•Review and Confirm Plan
•Define deliverables for team
•
Team leaders review of planned sub team
deliverables
Post
Harmonization
Status Report
Final Status
Report
DEVELOPMENT
•
SubTeam deliverable development
•
Draft Deliverable Review – Team Leaders
•
Harmonize Deliverables from subteams
• Cross sub team discussions / mtgs as needed
•
2nd Draft Deliverable Review – Team Leaders
•
Final Revisions/Harmonization
Initial Status
Report
INTERIM PROCESS LEADERSHIP TEAM
REVIEWS
FINAL PRESENTATION
Meetings
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Revised Timeline: Post IPLT
Endorsement
Timeline for Approval of New GSMP
Manual by BCS at GSMP-JAG Event
IPLT
A
ISDP Ph
1
BCS
A
IPLT
A
BCS Review
Manual
Development
AUG 30
SEP 15
Public
Review
SEP 30
MD
BCS
A
BCS Review
OCT 15
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Event
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ISDP Phase 2: Migration &
Implementation
Migration &
Implementation
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Questions?
Contact:
Sally Herbert, GS1 President Standards & System Development & GDSN, Inc
[email protected]
Ian Robertson, GS1 Director Transportation & Other Sectors/Asia Regional Director
[email protected]
Mark d’Agostino, GS1 Vice President, Global Standards
[email protected]
Kelly Rhoades, GS1 Operations Manager
[email protected]
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