moving forward together, to better serve your business ©2009 gs1 1 the new gsmp: isdp process...

Moving forward together, to better serve your business ©2009 GS11

The New GSMP:ISDP Process Integration Project

Update

29 July 2009


Agenda

• ISDP Background: The GS1 “Organizational Effectiveness” project

• OE 3A• ISDP Project Reports • Key Transformation Proposals• Next Steps


3

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


Background

Results:

Industry Driven Organization

High Level Framework of ISDP


5

The New GS1 Organizational Flow

Consumer

Goods

HC

Transport&

Logistics

Others

GS1MASTER

PLAN(3YP)(1YP)

Industries

GS1 SystemsDevelopment

(Standards,Services and Solutions)

LocalDeployment& Support


GS1 Six Steps Industry Engagement and System Development

1 Discovery - by MO's, GO etc.

Observations, recommendation

2 Initial contact & planning

3 Form community, define needs

4 Develop Standards & solutions

5 Deployment

6 Ongoing engagement & support

Global Engagement

Plan

Community, definition of

needs Requirements

Document

Refer to ISDP Process

Meetings, feedback,

refinements

Ratified standards, Guideline, Approved Solutions, Services


Relationship of IE and The New GSMP

1 Discovery - by MO's, GO etc.

2 Initial contact & planning

3 Form community, define needs

4 Develop Standards & solutions

5 Deployment

6 Ongoing engagement & support

1 Statement of Business Need

Clear Definition Of Need

2 Requirements Development

RequirementsDocument

3 System Development

Ratified Standards, Guideline, Approved Solutions, Services

4 DeploymentPublications,

Marketing, Support Tools and Training


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

8


ISDP Phase 1: Detailed Design

Detailed Process Design

Governing Principles


10

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)


GS1 Standards Development: GSMP, EPCglobal, and the New GSMP

New GSMPStandards Development Oversight Bodies

- GS1 Management Board- Board Committee for Standards (BCS)

GS1 Architecture GroupProcess Leadership Committee

Standards Development Groups

- Standards Maintenance Groups (SMG)- Joint Development Groups (JDG)- Technical Standards Groups- Ad Hoc Working Groups

Oversight bodies- GS1 Management Board- Board Comm. for Standards

BCS Groups- Operations Group- Process Group- Architecture Group

BRGs- BRG Working Groups- Technology Groups

Leadership bodies- EPCglobal BOG

SDP Governance- Joint Strategy and Plan Comm- Business Steering Committee - Technical Steering Committee

Working Groups- Industry Action Groups - Joint Requirements Group- Technical Standards Groups

TO

DA

Y


OE 3B :Integrated Standards Development Project

1. Governance structure Sally Herbert/Mark d’Agostino 2. Process Integration Ken Traub/Klaus Foerderer3. Architectural framework Bernie Hogan 4. Intellectual Property Randi Katz/ Monica Walsh5. Integration with Industry Engagement, Public Policy and

Marketing Ian Robertson/Elizabeth Board6. Publications/Deliverables David Buckley/ Audrey Kremer7. Conformance and certification Nick Fergusson

The sub-teams of the Project Plan are (team leaders shown) :

Project Sponsors: Sally Herbert (System Development)Chris Adcock (Industry Engagement)MO CEO TBD

Project Leader: Mark d’Agostino


ISDP Team 1 - GovernanceDeliverables: 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


Governing Principles of the New GSMP


Team 2 - Process

• Process Principles

• Process Flow

• Committee Organization / Landscape

• Community

• Infrastructure


Putting it Together – 10,000 feet

WR

WR

PCD

Charter WD

Draft and issue call-to-action

Form WG

Final Charter

Final Charter,

BCD

Work on BRAD

BRAD LCWD

Final BRAD

BRADPCD

BRAD

Work on Standard

Std LCWD

BRAD WD

Std WD

Candidate Standard

Omitted if standing SMG to be used

BCD Finalize BCD

Optional

Finalize Standard

Prototype / pilot

Finalize Changes

Proposed Standard

Recommended Standard

Ratified Standard

Optional

ISDP 1: Statement of

Need

ISDP 2: Requirements

ISDP 3: Standards

“Narrow” path

“Aggregated” path

PLC BCS

GAGCommunity

GAGCommunityGAG if not later

PLC

PLC

Finalize BRAD

Community Review BRAD

Community Review

Standard

PLC Ratification

BCS Ratification

Dev Charter

Final BCD

Omitted if “fast” path used

IE?

Clarify business

needsIE?

IE?


ISDP “To Be” – 50,000 foot view

WorkRequest

ISDP 1b:

process initiation

Charter

ISDP 2: require-ments

BRAD

ISDP 3: stan-dards

Standard

ISDP 4: deploy-ment

Like GSMP “change request” or EPC “enhancement request”

Includes:-Work request(s)-Resource needs-WG assignment (new or standing)-WG chairs (if new)-Settings for ISDP “knobs”-Expected timeline

BCD

ISDP 1a: stmt of need

BCD

Primarily IE Primarily SD


• 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.

Team 3: Architecture


GS1 Architecture Specialty Team Ad Hoc teams as required

1(+) Core member Subject matter experts


1(+) Core member Subject matter expertsGS1 Architecture Specialty Team


GS1 Architecture Specialty Team1(+) Core member

Subject matter experts

GS1 Architecture Group: Structure

GS1 Architecture Specialty Team1(+) Core member

Subject matter experts

• Each Specialty Team is represented at Core Team meetings either by a Core Team member or invited guest.

GS1 Architecture Core TeamCore/Specialty members

Technical experts




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.


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).


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


Team 5: Aligning “IE” and the New GSMP

Organisational Effectiveness 3B - Interlock

Industry Engagement <-> Systems Development

DETAIL

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

Plan

Implementation Guidelines

Industry Specific Needs

IndustryCommittee

Standards

Priority 1 - Industry APriority 2 - Industry DPriority 3 - Industry C

Industry Solutions

Represent Industry Needs

Represent GS1 to Industry

Industry Planning

Industry Prioritisation

Relationship Management

Cross Industry Pollination

MO Industry Synchronisation

INDUSTRY ENGAGEMENT

STANDARDS GOVERNANCE

PROCESS MANAGEMENT

STANDARDS & GUIDELINES

INFRA-STRUCTURE

TESTING

STANDARDS COMMITTEES

FACILITATION

SYSTEM DEVELOPMENT


IdentificationIdentificationIdentification

Key Representation

Identification Key

Representation

Supplementary Data (Non-Identifying

Supplementary Data (Non-Identifying

Physical Data Carriers

Physical Data Carriers RulesRules

Information Discovery & Distribution

Information Discovery & Distribution

CommunicationCommunication Business ProcessesBusiness

Processes

GS1 Modular Landscape – Technical Components

1 Set of common templates for all types of deliverables:Standards documents, Training, Certification, Supplemental Material, Communication

1 Set of common templates for all types of deliverables:Standards documents, Training, Certification, Supplemental Material, Communication

All types of deliverables stored in a single repositoryAll types of deliverables stored in a single repository

Knowledgecentre

Knowledgecentre ExtranetExtranet EPCglobal

websiteEPCglobalwebsite (Un)Secured)(Un)Secured)

Multiple Access Points with multiple Access Types into Deliverable Repository

Team 6: Publications


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


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


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

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

INTERIM PROCESS LEADERSHIP TEAM REVIEWS

FINAL PRESENTATION

ISDP Project Timeline

Meetings

Initial Status Report

Post Harmonization Status Report Final Status

Report


Revised Timeline: Post IPLT Endorsement

AUG 30 SEP 15 SEP 30 OCT 15 Event

ISDP Ph 1 BCS Review

BCSA

Manual Development

Public Review

IPLT A

IPLT A

BCSA

BCS ReviewMD

Timeline for Approval of New GSMP Manual by BCS at GSMP-JAG Event


ISDP Phase 2: Migration & Implementation

Migration &Implementation


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]

moving forward together, to better serve your business ©2009 gs1 1 the new gsmp: isdp process...

Documents

development of gs1 standards

gs1 customers

gs1 master plan

services slide

standards solutions

collaboration business

training slide

effective support