18th UN/CEFACT Forum Opening Plenary 09.00 - PowerPoint PPT Presentation

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18th UN/CEFACT Forum Opening Plenary 09.00

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Title: 18th UN/CEFACT Forum Opening Plenary 09.00


1
18th UN/CEFACT ForumOpening Plenary09.00
13.00 hrs
19 September 2011 Geneva International Conference
Centre Geneva, Switzerland
2
Schedule
09.00 09.15 Welcome 09.15 09.45 Bureau
Report on the Way Forward 09.45 10.15 Coffee
Break 10.15 13.00 Implementing Transition
18th UN/CEFACT Forum Opening Plenary
3
  • Welcome
  • UNECE Virginia Cram-Martos, Director
  • UN/CEFACT Stuart Feder, Plenary Chair
  • Bureau Report on the Way Forward

4
Bureau Report
  • The Way Forward

5
Bureau Report
  • Continuity and Change
  • Priority Focus on Projects and Maintenance
  • Stakeholder Outreach
  • Transparency
  • Level playing field
  • All issues to be open and on the table

6
UN Framework
UNITED NATIONS
7
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8
Overview of Key Dates to Review
  • 7-8 July 2011 17th UN/CEFACT Plenary, Geneva
  • 12-14 September 2011 ISO TC/154
  • 15-16 September 2011 MOUMG
  • 19-23 September 2011 18th UN/CEFACT Forum,
    Geneva
  • 15-17 February 2012 18th UN/CEFACT Plenary,
    Geneva

9
Mandate
  • Intergovernmental
  • Public-private sector collaboration
  • Global remit
  • Multidisciplinary
  • Consensus-driven
  • Trade Facilitation Recommendations eBusiness
    Standards development
  • Real-world solutions-oriented
  • Free to participate / to use outcomes

9
10
Drivers for change
  • Recommendations from UNECE EXCOM
  • Permanent Group Mandate Renewals
  • More timely availability of deliverables
  • Opportunities from greater stakeholder
    collaboration
  • Outreach to stakeholders / questionnaires
  • Gap analyses
  • Maturity of experience / lessons learned

11
(No Transcript)
12
  • Main themes in going forward
  • Outreach and meeting strategic stakeholder needs
  • Reducing duplication of effort
  • Creating value-added benefits through
    specialisation
  • Fewer layers of management
  • Encouraging cross-domain initiatives
  • Preventing resource-gridlock
  • Improving timeliness of deliverables
  • Addressing communication challenges

13
Essential Focal Points
  • Streamlined management
  • Project-oriented

14
R.650 Rev. 4 Structure
UN/CEFACT Plenary
Plenary Chair ___________________ Bureau
Regional Rapporteurs
UNECESecretariat
FMG ForumManagement Group
UN/CEFACT Forum
International Trade and Business Processes Group
Applied Technology Group
Information Content Management Group
Techniques and Methodologies Group
Legal Group
Domains Accounting Audit - Agriculture
- Architecture, Engineering Construction -
Business Process Analysis - Customs -
eGovernment - Electronic Trade
Documents - Environmental Management -
Finance - Harmonization - Health Care -
Insurance - International Trade
Procedures - Supply Chain - Transport -
Travel, Tourism and Leisure
15
Document 15 Structure
16
Programmme of Work
Project Teams
17
  • Deliverables Programme of Work
  • Identified Programme Development
    Areas
  • Achieved Project Teams
  • Supported Registry of Domains
  • Roster of Experts
  • Bureau Programme Support

18
Initial Framework
Methodology and Technology
Plenary ---------- Plenary Bureau
Methodology and Technology
Sectoral
Regulatory
Programme of Work
Supply Chain
  • Trade and Transport Facilitation
  • Trade Facilitation Implementation Guide
  • Annex to Trade Recommendation 6
  • Revision of Trade Recommendation 11
  • Revision of Trade Recommendation 12
  • Trade Recommendation 34
  • Trade Recommendation 35
  • Trade Recommendation 36
  • Consultation Models for Public and Private Sector
    Consultation
  • Business Process Analysis
  • International Supply Chain Reference Model

Trade and Transport Facilitation
Project Teams
Programme Development Areas
19
PROGRAMME OF WORK
BUREAU PROGRAMME SUPPORT
Support Services Tasks Communication
Activities Work Programme Coherence and
Coordination, Project Monitoring, Harmonisation,
Core Component Library, Audit/Quality,
Maintenance, Schema development and maintenance,
Directories, Conformance, Legal, Communication
(external/internal), Marketing , Events, Liaison,
Training / Capacity Building
20
Registry of Domains
Business Technical
Accounting Audit Audit / Validation
Agriculture Business Process Modelling
Customs Communication
Environmental Management Harmonisation
Finance/Payments Legal
Government Library maintenance
Health Care Library production
Insurance Methodology
International Trade Procedures Publications
Procurement UN/EDIFACT
Supply Chain Management XML
Transport
Travel/Tourism
21
Liaison
  • Validate coverage
  • Strategic review old/new
  • Transparent lists
  • Clear procedures
  • Formal UNECE MOU needed
  • Cooperation activities
  • Collaboration
  • Relationship management

22
Current Structure
  • PROGRAMME DEVELOPMENT AREAS
  • Trade Transport Facilitation  - Vice Chairs
    Mats Wicktor and Viktor Dravitsa
  • ?International Trade Procedures, Customs,
    Transport
  • Supply Chain Vice Chairs Mike Doran and Tim
    McGrath
  • ? Supply Chain Management, Procurement,
    Payments/Finance, Accounting and Audit
  • Regulatory Vice Chairs, Tahseen Khan and
    Mats Wicktor
  • ? Customs, Government, Environmental
    Management
  • Sectoral Vice Chairs Bruno Prepin and
    Harm-Jan van Burg
  • ? Agriculture, Health Care, Insurance,
    Travel/Tourism
  • Methodology Technology Vice Chairs Peter
    Amstutz and Tim McGrath
  • ? Business Process Analysis, Methodology,
    Harmonisation, Library, Audit, UN/EDIFACT, XML
  • BUREAU PROGRAMME SUPPORT
  • Vice Chairs Peter Amstutz, Pier Alberto Cucino
    (Communications), Harm-Jan van Burg (Liaison)

23
PROGRAMME OF WORK
PROGRAMME DEVELOPMENT AREAS
PROJECT TEAMS
ROSTER OF EXPERTS
REGISTRY OF DOMAINS
Bureau Programme Support
24
18th UN/CEFACT ForumCoffee Break0945 1015
hrs
19 September 2011 Geneva International Conference
Centre Geneva, Switzerland
25
18th UN/CEFACT ForumImplementing
Transition1015 13.00 hrs
19 September 2011 Geneva International Conference
Centre Geneva, Switzerland
26
Schedule
10.15 11.15 Introduction to Programme
Development Areas and
Bureau Programme Support 11.15 12.40 Overview
of UN/CEFACT Operating Procedures 12.40 12.50
Communication 12.50 13.00 Forum schedule and
general information
27
18th UN/CEFACT FORUM
  • Opening Plenary
  • Trade and Transport Facilitation PDA
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September 2011

28
Trade and Transport Facilitation PDA
PROGRAMME OF WORK
Vice Chairs Mats Wicktor Victor Dravitsa
TRADE AND TRANSPORT FACILITATION
PROJECT TEAMS
Domains Customs, Transport, International Trade
Procedures
29
Monday pm PDA Meeting
Trade and Transport Facilitation PDA
  • Trends, tendencies and environmental scanning
  • Domain Specific Discussions
  • Status of ongoing Projects
  • Single Window Management
  • Cargo Declaration Resolution
  • Procedure for Recommendations?
  • Trade recovery what can CEFACT do?
  • Possible needs for collaboration
  • Planning for the week

30
Domain coordinators
  • International Trade Procedures Johan Pontén
  • Customs SP Sahu
  • Transport Dominique Vankemmel

31
18th UN/CEFACT FORUM
  • Opening Plenary
  • Supply Chain PDA
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September 2011

32
PROGRAMME OF WORK
PROGRAMME DEVELOPMENT AREA
PROJECT TEAMS S
Vice Chair 2
  • Cross Industry Catalog
  • Cross Industry Invoice
  • Cross Industry Remittance Advice
  • Cross Industry Ordering
  • Cross Industry Scheduling
  • Cross Industry Delivery
  • Cross Industry Quotation
  • Market Research Information
  • eTendering
  • Project Schedule and Cost
  • Performance Management
  • Contract Financial Execution Management
  • Public Electronic Procurement

Supply Chain
  • Cross Industry Catalog
  • Cross Industry Invoice
  • Cross Industry Remittance Advice
  • Cross Industry Ordering
  • Cross Industry Scheduling
  • Cross Industry Delivery
  • Cross Industry Quotation
  • Market Research Information
  • eTendering
  • Project Schedule and Cost
  • Performance Management
  • Contract Financial Execution Management
  • Public Electronic Procurement

Domain support Supply Chain Management,
Procurement, Accounting Audit,
Finance/Payments, Insurance, Government,
Transport
33
PROGRAMME OF WORK
PROGRAMME DEVELOPMENT AREA
PROJECT TEAMS S
Vice Chairs Mike Doran Tim McGrath
Supply Chain
  • Cross Industry catalogue
  • Cross Industry Invoice
  • Cross Industry Remittance Advice
  • Cross Industry Ordering
  • Cross Industry Scheduling
  • Cross Industry Delivery
  • Cross Industry Quotation
  • Market Research Information
  • eTendering
  • Project Schedule and Cost
  • Performance Management
  • Contract Financial Execution Management
  • Public Electronic Procurement
  • Security for XML Documents Messages
  • Material Data Safety Sheet
  • Globally Harmonized System of Classification
    Labelling of Chemicals (GHS)
  • Registration, Evaluation, Authorization
    Restriction of Chemicals

Domains Supply Chain Management, Procurement,
Finance/Payments Accounting Audit
34
CURRENT DOMAIN COORDINATORS
SUPPLY CHAIN PDA
  • Supply Chain Management Karina Duvinger Edmund
    Gray
  • Procurement Bernard Longhi
  • Finance Payments Liliana Fratini Passi
  • Accounting Audit Michel Lesourd Eric Cohen

35
PROJECTS PROJECT LEADERS
SUPPLY CHAIN PDA
  • EX TBG 1 In ODP Step 7
  • Cross Industry Catalogue Karina Duvinger
  • Cross Industry Invoice v2.0 2.1 Edmund Gray
  • Migration CII to CCTS 3.0 NDR 3.0 Karina
    Duvinger (Coordinator)
  • Cross Industry Remittance Advice Mounir El-Koury
  • Cross Industry Ordering Martin Forsberg
  • Cross Industry Scheduling Samy Scemama
  • Cross Industry Delivery Edmund Gray
  • Cross Industry Quotation Gilles Brandel
  • Market Research Information Helge Simonsen
  • Supply Chain Process Common Requirements Sue
    Probert

36
PROJECTS PROJECT LEADERS
SUPPLY CHAIN PDA
  • Ex TBG 1 - Mapped to Regulatory PDA
  • In ODP Step 4
  • Globally Harmonized System of Classification
    Labelling of Chemicals (GHS) Delta Pelgrim
  • In ODP Step 7
  • Material Safety Data Sheet Delta Pelgrim
  • In ODP Step ?
  • Registration, Evaluation, Authorization
    Restriction of Chemicals (REACH)Delta Pelgrim

37
PROJECTS PROJECT LEADERS
SUPPLY CHAIN PDA
  • Ex TBG 5
  • Finance Payments Supply Chain Finance new
    standardization needs to be addressed (eg.
    guarantees, letters of credit, open account,
    trade counterparties screening)
  • Cross-Industry Invoice maintenance with respect
    to financial issues / coordination with other PDA
    domains
  • Liaison with ISO20022 and global financial
    services (e.g. Common Global Implementation)
  • To be followed up after SIBOS event in Toronto

38
PROJECTS PROJECT LEADERS
SUPPLY CHAIN PDA
  • EX TBG 6
  • In ODP Step 3
  • Contract Financial Execution Management Michel
    Entat
  • In ODP Step 6
  • Security for XML Documents Messages Sujeet
    Bhatt
  • In ODP Step 7
  • eTendering ebXML Standards Project Kevin Smith
  • Project Schedule Cost Performance Management
    Chris Hassler

39
PROJECTS PROJECT LEADERS
SUPPLY CHAIN PDA
  • Ex TBG 12
  • In ODP Step 3
  • Lexical Nomenclature Michel Lesourd
  • In ODP Step 6
  • Accounting Trial Balance Michel Lesourd
  • Accounting Bundle Collection Michel Lesourd
  • In ODP Step 7
  • Accounting Token
  • Accounting Entry v.1 V.2
  • Accounting Ledger
  • Accounting Chart of Accounts
  • Accounting Reporting
  • Accounting Message
  • Accounting Journal

40
Monday pm PDA Meeting
SUPPLY CHAIN PDA
  • Review of PDA Domains Outstanding issues
  • Detailed discussion on New Procedures with ITT
  • Review of all current Projects
  • First discussion on Supply Chain PDA Future
    Strategy
  • Planning of the week

41
18th UN/CEFACT FORUM
  • Opening Plenary
  • Regulatory PDA
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September 2011

42
REGULATORY PDA
PROGRAMME OF WORK
Vice Chairs Tahseen Khan Mats Wicktor
REGULATORY
PROJECT TEAMS
Domains Customs, Environmental Management,
Government
43
Monday pm PDA Meeting
REGULATORY PDA
  • Trends, tendencies and environmental scanning
  • Domain Specific Discussions
  • Status of ongoing Projects
  • Trade recovery what can CEFACT do?
  • Possible needs for collaboration
  • Planning for the week

44
Domain Coordinators
  • Customs SP Sahu
  • Government nomen nescio
  • Environmental Management Delta Pelgrim

45
18th UN/CEFACT FORUM
  • Opening Plenary
  • Sectoral PDA
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September 2011

46
PROGRAMME OF WORK
  • Cross Industry Catalog
  • Cross Industry Invoice
  • Cross Industry Remittance Advice
  • Cross Industry Ordering
  • Cross Industry Scheduling
  • Cross Industry Delivery
  • Cross Industry Quotation
  • Market Research Information
  • eTendering
  • Project Schedule and Cost
  • Performance Management
  • Contract Financial Execution Management
  • Public Electronic Procurement

Sectoral
Programme Development Area
PROJECTS S
Small scaled Lodging House InformatioSmall scaled
Lodging House Travel Product Information
Process Cattle Registration Information Exchange
Livestock Life Record EDI of Agronomical
Observations Report eArchiving - Tranfer of
digital records  DAPLOS project  Small scaled
Lodging House Reservation Information Process
Vice Chairs Bruno Prepin Harm-Jan van Burg
Agriculture, Insurance, Travel/Tourism, Healthcare
47
Domain coordinators
Travel/Tourism Mr Aiko Suzuki Insurance Mr
Andreas Schultz Agriculture Mr Frans van Diepen
48
Information flows Agri
Research centers
Accounting service companies
SERVICE PROVIDER
Food processing industry
Collector Stockmaker
Ag. supplier
Retailer
FARMER
Distributor
ADMINISTRATIONS
Customs
Ministry of Agriculture (central local)
49
scope agriculture projects
ANIMAL
CROPS
eCertification
TRANSVERSE
  • Crop Data Sheet (eDAPLOS) (CCL08A)
  • Agronomical Observations Report
  • (CCL11B)
  • Electronic Data Exchange Proxy (CCL10A)
  • Electronic Data Interchange for laboratory
    analysis in agricultural and agri- food fields
    (in progress)
  • Cattle Registration Information Exchange(CRIE)
    (CCL 10A)
  • Animal Life Record
  • Fish Traceability (dispatch advise (CCL10A)
  • eCert Message (CCL08A)
  • Implementation Guide

50
Travel /Tourism, Healthcare, Insurance
  • Objectives for this week
  • Outreach and meeting strategic stakeholder needs
  • Reviewing existing projects
  • Define scope and achievable goals
  • Contribute to Programme of Work
  • Define cross-sectoral activities
  • Establish working procedures within PDA
  • Define contributions to other UN activities
  • Explore enlarging participation of new experts

51
18th UN/CEFACT FORUM
  • Opening Plenary
  • Methodology Technology PDA
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September 2011

52
PROGRAMME OF WORK
PROGRAMME DEVELOPMENT AREA
PROJECT TEAMS
Vice Chairs Peter Amstutz Tim McGrath
Methodology Technology
  • Common Business Process Catalog Specification
  • Core Component Business Document Assembly
  • Core Component Technical Specification V3.0
    Part 1 of CCTS
  • Framework for building Catalog of Common Business
    Processes
  • MRI Meetings
  • REA - Specialization Module for UMM
  • Security for XML documents and Messages
  • UML Profile for Core Components V3.0 Part 2 of
    CCTS
  • UN/CEFACT Context Methodology V1.0
  • UN/CEFACT Modeling Methodology V2.0
  • UN/CEFACT Standard Business Document Header V3.0
  • UN/CEFACT XML Naming and Design Rules  V3.0
  • XML For CCTS

how to do it not responsible for
Domains Business Process Modelling, Methodology,
UN/EDIFACT, XML Audit/Validation, Harmonisation,
Library maintenance, Library production,
53
CURRENT PROJECT LEADERS
METHODOLOGY TECHNOLOGY PDA
Common Business Process Catalog Specification Colin Clark
Core Component Business Document Assembly Sue Probert
Core Component Technical Specification V3.0 Part 1 of CCTS Scott Hinkelman
Framework for building Catalog of Common Business Processes Ed Buchinski
MRI Meetings Niki Sahling
REA - Specialization Module for UMM Allan Adair
Security for XML documents and Messages Sujeet Bhatt (ed.Francois Devoret)
UML Profile for Core Components V3.0 Part 2 of CCTS Philipp Liegl
UN/CEFACT Context Methodology V1.0 Scott Hinkelman
UN/CEFACT Modeling Methodology V2.0 Allan Adair
UN/CEFACT Standard Business Document Header V3.0 Shingo Sakaguchi
UN/CEFACT XML Naming and Design Rules  V3.0 Jostein Frømyr
XML For CCTS Michael Rowell
54
CURRENT DOMAIN COORDINATORS
METHODOLOGY TECHNOLOGY PDA
55
Monday Afternoon PDA Meeting
METHODOLOGY TECHNOLOGY PDA
  • Review of all current Projects
  • UMM status
  • UCM review
  • CCBDA status
  • Review of PDA Domains Outstanding issues
  • Discussion on New Procedures with ITT/BPS
  • Open discussion Methodology Technology PDA
    Future Strategy
  • CSDAT
  • Gap Analysis, including Reference Models
  • Planning of the week
  • Thursday 22 Sept 0900-1300 - Document
    Architecture (CCBDA,SBDH,UCM, et al.)

56
Bureau Programme Support (BPS)
19 23 September 2011 18th UN/CEFACT
Forum Geneva
57
UN/CEFACT Plenary
Bureau ___________________ Chair
Regional Rapportuers
UNECESecretariat
Programme of Work
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Vice Chair
Programme Development Areas
Programme Support Tasks
Trade and Transport Facilitation
Supply Chain
Regulatory
Sectoral
Methodology and Technology
Roster of Experts
Registry of Domains Business Accounting Audit
Agriculture Customs Environmental
Management Finance/Payments Government
Health Care Insurance International Trade
Procedures Procurement Supply Chain Management
Transport Travel/Tourism Technical
Audit/Validation Business Process Modelling
Communication Harmonisation Legal Library
Maintenance Library Production Methodology
Publlications UN/EDIFACT XML
58
PROGRAMME OF WORK
Vice Chairs Peter Amstutz, Pier Alberto
Cucino Harm Jan van Burg
BUREAU PROGRAMME SUPPORT
Support Services Tasks Communication
Activities Work Programme Coherence and
Coordination, Project Monitoring, Harmonisation,
Core Component Library, Audit/Quality,
Maintenance, Schema development and maintenance,
Directories, Legal, Communication
(external/internal), Marketing , Events, Liaison,
Training / Capacity Building
59
Bureau Programme Support
  • Bureau Programme Support is responsible for
    non-project worked carried out by UN/CEFACT
  • Communication, marketing, outreach, capacity
    building
  • Deliverables maintenance, validation, publication
  • Coherence and coordination, project management
  • Events, liaison, outreach, training
  • Focus of Bureau Programme Support has been on
    protection and continuity of key deliverables
    during reorganization

60
Bureau Programme Support
  • Key deliverables are impacted by processes and
    workflow that are changing as part of the new
    organization
  • To minimize impact, an Implementation Transition
    Team (ITT) has been reconciling and updating all
    relevant procedures to account for new
    organisation

61
ImplementationTransition Team
  • Established in June, 2011
  • Providing guidance on continuity of key tasks,
    special emphasis on protection / maintenance of
    key deliverables
  • Monitor and regularly report lessons learned
  • Formulate proposals for adjustment of procedures
    and organisation

62
ITT Accomplishments
  • Forum meeting organisation (in consultation with
    the Bureau and Secretariat)
  • Catalogue of Procedures
  • Detailed procedures for production and
    maintenance of key deliverables (details will
    follow)
  • Action plans for updates to listservs, websites,
    and project management software

63
Key Processes andProcedures
  • Open Development Process (ODP)
  • Library Maintenance Overview
  • UN/EDIFACT Maintenance Procedures
  • Core Component Library Procedures
  • TDED Procedures
  • Code List Procedures
  • XML Schema Procedures
  • Validation Procedures

64
Revised Open Development ProcessECE/TRADE/C/CE
FACT/2010/24/Rev.1 - Revised open development
process
19-23 September 2011 UN/CEFACT Plenary Geneva
65
Background
  • Developed to encourage electronic working methods
    and virtual groups
  • Introduced after the ebXML project 10 times
    more virtual participants than meeting
    participants
  • Proven very successful in engaging wide
    participation
  • Example CCTS v1.9 gt700 comments

66
Previous ODP
67
Why Change?
  • Designed for Technical Specifications
  • Adjusting the ODP for other deliverables not
    always a perfect fit, necessitating a very
    complicated document.
  • New and changed procedures, e.g.
  • IPR report
  • 3 Country Rule
  • Enable new organisational structure
  • Enable many types of documents without having to
    change the ODP

67
68
Major Changes
  • Main principles work and are retained
  • 7 development steps
  • Internal review included in drafting phase
  • All steps no longer mandatory
  • All project deliverables subject to ODP
  • A few exceptions, e.g. project proposal
  • IPR disclosure milestones included in each
    applicable step

69
Principles
  1. Welcome participation by anyone designated as an
    expert by a Head of Delegation to UN/CEFACT
  2. Encourage global input
  3. Work quickly
  4. Not incorporate specific hardware or operating
    system requirements or any other proprietary
    software tool requirements into their processes
    and publications
  5. Understand and agree to be subject to the
    UN/CEFACT Intellectual Property Rights (IPR)
    policy
  6. Understand and agree to be subject to the
    UN/CEFACT Code of Conduct

69
70
New ODP Steps
  • Project Inception
  • Proposal from Plenary delegation, existing
    Project Team, or the Bureau
  • Includes definition of scope and project exit
    criteria
  • Requirements Gathering
  • May be used also for technical evaluation of
    submission(s) to the Project
  • Draft Development
  • Public Review
  • Project Exit
  • May vary from simple Bureau review to full
    implementation verification
  • Publication
  • Maintenance

70
71
Maintenance
  • The Bureau receives any comments following
    product publication and the completion of the
    work of the Project Team.
  • Should the Bureau determine that a significant
    revision of the product is required, such a
    maintenance project is begun at the Project
    Inception stage.

71
72
Examples
  • Step-by-step examples have been produced
  • UNECE Recommendation
  • Business Standard with XML output
  • Business Standard with UN/EDIFACT output
  • Technical Specification
  • More to come involving examples of exit criteria
  • Not Normative! These are examples of what can be
    done, not how to do it.

72
73
ODP Maintenance Libraries
  • Existing libraries are in ODP Step 7
  • UN/EDIFACT
  • Core Component Library
  • Trade Data Element Directory (Joint with ISO)
  • Goals
  • Develop procedures that apply to all three
    libraries
  • Improve timeliness of deliverables
  • Clearly documented validation procedures

73
74
Library Maintenance
75
Reorganisation
  • Maintenance Procedure Upgrade
  • Clarify procedures in order to encourage
    participation
  • Increase speed of library publication, e.g., need
    to increase limited resources for library work
  • Need complete methodology for all aspects of
    library maintenance, e.g., alignment of deletion
    procedures
  • Include alignment / harmonisation of libraries
    and publication cycles in maintenance procedures

76
The Libraries
Code lists
Three Libraries
XML Schema
EDIFACT
CCL
TDED
Joint Maintenance Agency (UNECE and ISO TC154)
Libraries also refers to code lists and XML
schema.
77
Library Linkages
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
78
Maintenance Steps
  • The following steps apply to all requests for
    changes to existing libraries/code
    lists/directories
  • Change request(s) submitted and logged
  • Technical assessment
  • Semantic assessment
  • Harmonization
  • Update of libraries/code lists/directories
  • Validation of updated libraries/code
    lists/directories
  • Quality Assurance (internal review)
  • Formal Validation (independent review)
  • Publication

79
Library Production
  • Change request(s) are submitted, logged, and
    checked
  • Technical and semantic assessments are based on
    published checklists
  • Domain experts are needed for semantic assessment
    of the business need and solution
  • Harmonization includes
  • comparison of the change to the existing library
    or libraries to determine if it is indeed new
    and not semantically equivalent to something that
    already exists
  • any changes to the submission are agreed upon by
    the submitter and by the appropriate domain
    team(s)
  • adding references in the libraries to maintain
    and document the alignment between the libraries.

80
Library Production
  • Quality Assurance (internal)
  • By library team
  • By the submitters
  • Validation (independent)
  • By experts in the libraries, in the domains
    involved, in any syntax solutions produced, and
    in the publication of the particular libraries.
  • Publication
  • Approved libraries are submitted to the UNECE
    Secretariat and to the ISO Secretariat (TDED) for
    publication.

81
UN/EDIFACT Maintenance
82
Reorganisation
  • Maintenance Procedure Remains
  • Confirm EDIFACT maintenance within new
    organization
  • Clarify procedures in order to encourage
    participation
  • Some resources may drop off, were already
    limited
  • Maintain production speed and quality
  • Include alignment / harmonisation of libraries
    and publication cycles in maintenance procedures

83
Maintenance Steps(1)
  • Change request(s) submitted and logged
  • Submitter representative secretariat
  • Continuance of regional entry points unclear,
    outside UN/CEFACT
  • Technical assessment
  • BPS EDIFACT Maintenance Team
  • Semantic assessment
  • Domains Domain Coordinators

84
Maintenance Steps (2)
  • Cross-library Harmonization
  • BPS Maintenance Coordination Team
  • Production
  • Secretariat
  • Validation of updated directories
  • BPS EDIFACT Validation Team
  • Publication
  • Secretariat

85
Library Production
  • Change request(s) are submitted, logged, and
    checked
  • Technical and semantic assessments are based on
    published checklists and rules
  • Domain experts are needed for semantic assessment
    of the business need and solution
  • We could do with a couple of additional tech
    experts as well
  • Harmonization included mostly in technical
    assessment

86
Core Component Library Maintenance
87
Core Component Library Procedures
  • The big question
  • How have the procedures for submission to the CCL
    changed with the new organization?

88
Core Component Library Procedures
  • Short answer not much, and only in good ways
  • Submissions will go through a similar process
  • Submission and Logging
  • Technical Assessment
  • Semantic Assessment
  • Harmonization
  • Library Update
  • Validation
  • Publication
  • Processes unified across all UN/CEFACT outputs

89
Core Component General Comments
  • In general, all steps will use publicly available
    checklists and rules
  • Submitters will be involved in all steps that
    change the content of their submission

90
Core Component Library Step 1
  • Step 1 Change Request Submitted and Logged
  • Change Request must be in an acceptable format
  • Spreadsheet
  • XMLForCCTS
  • CCL format
  • Submission to a central authority
  • Within the Bureau Programme Support (BPS) group
  • Submitter will be involved in the processing of
    the submission

91
Core Component Library Step 2
  • Step 2 Technical Assessment
  • Members of BPS Technical Assessment Team assess
    the submission for technical correctness
  • Goal is to have short turn-around time

92
Core Component Library Step 3
  • Step 3 Semantic Assessment
  • Members of BPS Semantic Assessment Team assess
    the submission for semantic correctness and
    coherence within the library
  • Work will be of a cross-domain nature to ensure
    that a wide variety of viewpoints are brought to
    bear

93
Core Component Library Step 4
  • Step 4 Harmonization
  • Members of BPS Harmonization Team make sure that
    the submission fits within the overall library
  • Work will be of a cross-domain nature to ensure
    that a wide variety of viewpoints are brought to
    bear
  • Often, this will be done in parallel with
    Semantic Assessment

94
Core Component Library Step 5
  • Step 5 Library Update
  • Members of BPS Library Maintenance Team take all
    submissions for the library, and incorporate them
    into that library
  • This work should not change any of the harmonized
    submissions

95
Core Component Library Step 6
  • Step 6 Validation
  • Members of BPS Library Maintenance Team will
    first perform an extensive quality assurance of
    the new library
  • Members of the BPS Independent Validation Team
    will then perform a final validation
  • Any errors found will be corrected, in
    cooperation with the Library Maintenance Team and
    the original submitter

96
Core Component Library Step 7
  • Step 7 Publication
  • Bureau will review and approve publication based
    on successful validation results
  • The library will be provided to the Secretariat
    for publication

97
TDED Library Maintenance
98
Background
  • TDED is a joint publication of UNECE and ISO
  • There is a joint UNECE/ISO Maintenance Agency
    (MA) which includes international organisations
    and international convention holders such as WCO,
    IMO, IRU etc. who are responsible for their
    respective informative bridge content
  • The 4 digit ID is shared with UN/EDIFACT and is
    subject to TDED formatting rules

99
Linkages
  • Linkages to be maintained between TDED and
    EDIFACT
  • Direct - TDED DE to EDIFACT DE
  • Indirect - TDED DE to EDIFACT DE Code

Example TDED 7065 is equivalent to EDIFACT 7065
Example TDED 1014 is equivalent to EDIFACT 1153
Code PK
100
Maintenance Steps
  • The following steps apply to all requests for
    changes to the TDED
  • Change request(s) submitted and logged
  • Technical assessment
  • Semantic assessment
  • Harmonization
  • Update of TDED
  • Validation of updated libraries/code
    lists/directories
  • Quality Assurance (internal review)
  • Formal Validation (independent review)
  • Joint Publication

101
Code List Maintenance
102
Code List Types
  • Three types of code lists to be maintained
  • EDIFACT Code Lists (UNCL)
  • UNECE Recommendation Code Lists
  • Core Component library Code Lists

103
Code Lists Type 1
  • EDIFACT Code Lists (UNCL)
  • Maintained under the EDIFACT Directories
    maintenance procedures
  • Linkages between TDED DE and EDIFACT DEs are
    maintained

Example TDED 1014 is equivalent to EDIFACT 1153
Code PK
104
Code Lists Type 2
  • 2. UNECE Recommendation Code Lists - External
  • Rec 3 UNECE linking to ISO 3166-1 (Country
    Codes)
  • Rec 5 - UNECE publication of ICC Incoterms
  • Rec 9 UNECE linking to ISO 4217 (Currency
    Codes)
  • The following maintenance steps apply to all
    requests for changes to external Recommendation
    Code Lists
  • Change request(s) submitted and logged and
    forwarded to ISO or ICC
  • Update of Recommendation Code Lists
  • Validation of updated libraries/code
    lists/directories
  • Quality Assurance (internal review)
  • Formal Validation (independent review)
  • Publication

105
Code Lists Type 2
  • 2. UNECE Recommendation Code Lists - Internal
  • Recs 16, 19, 20, 21, 23, 24, 28
  • The following maintenance steps apply to all
    requests for changes to internal UNECE
    Recommendation Code Lists
  • Change request(s) submitted and logged
  • Technical assessment
  • Semantic assessment
  • Harmonization
  • Update of libraries/code lists/directories
  • Validation of updated libraries/code
    lists/directories
  • Quality Assurance (internal review)
  • Formal Validation (independent review)
  • Publication

106
UNECE Recommendation Code Linkage Example
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
UNECE Recommendation 21 Package Type Code List
107
Code Lists Type 3
  • 3. Core Component Library (CCL) Code Lists
  • Submitted for use in Project RSMs e.g. EDIFICAS
    Accounting Code Lists
  • The following maintenance steps apply to all
    requests for changes to CCL Code Lists
  • Change request(s) submitted and logged
  • Technical assessment
  • Update of CCL
  • Validation of updated CCL
  • Quality Assurance (internal review)
  • Formal Validation (independent review)
  • Publication

108
XML schema production
109
The 10.000 foot view
Business Requirements
Core Component library Maintenance
UN/EDIFACT Maintenance
TDED Maintenance
BRS
RSM
CCL
EDIFACT Code lists
External Code list Maintenance
Business Message Template
Multiple
XML schema production
XML NDR
SML Schema
Validation
Publication
BRS Business Requirement Specification RSM
Requirement Specification Mapping
110
Key principles
  • Driven by
  • CCL releases
  • RSM from projects
  • No DMR process
  • All changes through CCL and RSM
  • All inclusive
  • Currently the entire package of schemas is
    provided in one go

111
Key principles (2)
  • Production rules defined in the XML NDR
  • Mostly automated production
  • The NDR is aimed at fully-automated production
    (push the button)
  • Still some manual intervention is needed
  • Checklist will be made publicly available to
    control the manual intervention
  • Will work with CCL Maintenance Team and the
    submitter (e.g. project) to correct any issues
    found
  • Errors found will be corrected in the source,
    i.e. the CCL or RSM/Business Message Template,
    before re-production of XML schemas

112
User concern
  • Availability
  • Where do I find...?
  • Need to improve visibility and presentation on
    the web

113
User concern (2)
  • Time-to-market
  • When the RSM is done, I want the XML yesterday!
  • Limited resources available for manual
    intervention
  • Fully automated production tool
  • Integrated production process and tools

114
User concern (3)
  • Quality
  • Does the XML meet my business needs?
  • Is it good XML?
  • Engage projects in validation process
  • Versioning
  • XML schemas are potentially a run-time artifact
  • XML versioning not aligned to business level

115
Formal ValidationFor ensuring quality of
libraries
116
Libraries
For ensuring quality, all libraries need formal
validation Current subjects - EDIFACT -
CCL Candidate subjects - Recommendations as
code lists e.g. UN/LOCODE - TDED
117
Preparation
  • Setting up Formal Validation Procedure
  • Studying specifications
  • e.g. CCTS, NDR, RSM, BRS, Submission Template for
    CCL
  • Defining checking rules for finding conflicts
  • between old and new versions of library
  • between two parts e.g. BIE and CC , of library
  • Between a library and supporting documents e.g.
    RSMs
  • (similar to ICG audit procedures for CCL)
  • Developing small tools for automatic checking
    rules for improving efficiency of validation

118
Validation
  • Doing Formal Validation on each library
  • Doing validation based on checking rules
  • Writing reports of formal validation for
    corresponding teams to maintain libraries
  • Repeat until resolved issues of formal validation

119
Conclusion
  • Join the Bureau Programme Support Team
  • UN/CEFACTs reorganisation is designed to make
    UN/CEFACT more efficient, responsive to our
    stakeholders
  • Many areas for improvement have been identified
    in the past and present
  • Some areas need resources in order to implement
    these improvements

120
18th UN/CEFACT FORUM
  • Current priorities of UN/CEFACT Communication
  • Pier Alberto Cucino
  • Bureau Vice Chair
  • Geneva International Conference Centre
  • Geneva, Switzerland 19 September2011

121
New structure communication
  • Communication is specifically included among the
    main priorities of the UN/CEFACTs new structure,
    thereby providing for enhanced transparency
  • Its the first Forum in which communication
    planned priorities and related activities are
    presented in the Opening Plenary
  • The new project oriented structure itself is a
    powerful communication tool

122
The communication plan proposal current
priorities
  • Overall Communication Plan
  • Presented during GME in Mclean
  • To be fine-tuned during this Forum
  • Current Priorities
  • External communication priorities
  • Internal communication priorities

123
External communication priorities
  • Spread the message and point out the advantages
    of the new streamlined, UN/CEFACT in terms of
    timely deliverables, based on stakeholders
    needs, as will be reflected in the the 2012-2013
    Programme of Work
  • Promote UN/CEFACT flagship products
  • Fine-tune UN/CEFACTs relationship and
    interaction with its current stakeholders,
    increasing their loyalty to UN/CEFACT
  • Strengthen UN/CEFACTs Global Remit attracting
    more stakeholders and experts from all UN Member
    Countries, in particular Economies in Transition

124

Internal communication priorities
  • Implement effective information flows among the
    Bureau, HODs, PDAs, Domain Coordinators and
    Project Teams to
  • Stimulate the cross domain approach of the new
    structure
  • Avoid the creation of Independent Republics
    within UN/CEFACT
  • Further develop UN/CEFACT members sense of
    belonging

125
Tools - 1
  • Possible Website projects
  • Restyling within the the UNECE site layout to
    strengthen communication
  • New section Guide to UN/CEFACT providing non
    technical information on its activity, new
    structure and procedures
  • New video section with Promotional videos to
    facilitate communication, e.g., tutorial video on
    key UN/CEFACT Recommendations (e.g., Single
    Window)

126
Tools - 2
  • Direct Communication
  • Official Communications to HODs
  • Communications to UN/CEFACT experts
  • includes common materials to represent
    shared-understanding, e.g. slides, brochures,
    webex/go-to-meeting recorded streams

127
Tools-3
  • Promotion/Information
  • e info communication on UN/CEFACT activities
    (UNCEFACTINFO) to be sent to new larger mailing
    list of national public/private organizations
    interested in Trade Facilitation achieved through
    Permanent Missions, HODs, Regional Rapporteurs
    (all Countries)
  • UNECE Multiplier Point Network (Economies in
    Transition)

128
The role of PDAs and experts in communication
  • Consider a diversity of approaches to support
    communication inside UN/CEFACT, e.g., available
    tools for collaborative development sites,
    discussion groups, electronic forums
  • Provide input for external communication and
    support for the implementation of the
    communication tools
  • Key role of experts involved in Bureau Programme
    Support

129
Forum Schedule and General Information
130
Revised Schedule - Monday
18th UN/CEFACT Forum Monday, 19 September
2011 1300 1400 Lunch Break Meetings of
Programme Development Areas 1400 - 1530
Implementing Transition Room 3
Trade and Transport Facilitation
and
Regulatory Room 4
Supply Chain
Room 17 Sectoral
Room 15 Methodology and Technology 1530
16.00 Coffee Break 1600 - 1700
(meeting rooms same as above) Meetings of Plenary
Bureau 1700 1730 Room 3 Open to
Forum participants 1745 1845 Room 18
131
STARTING TUESDAY MORNING, 20 SEPTEMBER Daily
Meetings of Bureau Programme Support Room 16
800 900 hrs
132
Rooms For the Week
  • Programme Development Areas
  • Room 3 Trade and Transport Facilitation

  • and Regulatory
  • Room 4
    Supply Chain
  • Room 17
    Sectoral
  • Room 15
    Methodology and Technology
  • Bureau Programme Support

  • Room 16
  • Plenary Bureau

  • Room 18

133
More on Rooms
Planning of Rooms for special meetings of PDAs,
Projects and Domains will start to take place on
Monday afternoon in PDA meetings During the week
unallocated rooms can be provisionally reserved
at the Welcome Desk

134
SMALL ROOMS AVAILABLE TO UN/CEFACT DURING
WEEK For Room Reservations Go To Welcome
Desk On second floor Varembé Double Rooms (4
people) B.201/202, 210/211 Single Rooms (2
people) B.203 through 208
135
Correspondence to UNECE Secretariat regarding
UN/CEFACT should be sent to Mika
Vepsalainen Secretary to UN/CEFACT Mika.Vepsalaine
n_at_unece.org .
136
The new UN/CEFACT website is located at
http//live.unece.org/cefact/index.html
137
STARTING TUESDAY MORNING, 20 SEPTEMBER PLEASE
SIGN-UP FOR THE BPS COMMUNICATION TEAM EFFORTS TO
RECORD EXPERIENCES IMPLEMENTING UN/CEFACT
DELIVERABLES FORMS AT WELCOME DESK
138
THANK YOU FOR YOUR ATTENTION
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