How data standards can help you streamline your business

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Presentation made to the Bizlinx Bexley & Bromley Board on 7th July 2011

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  • 07/07/11
  • How data standards can help you streamline your business

    1. 1. How data standards can help you streamline your business Kevin Smith Bizlinx Bexley & Bromley Board Meeting 7 th July 2011
    2. 2. Why are data standards important? <ul><li>Without data standards we wouldn’t have </li></ul><ul><ul><li>SMS </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><ul><li>Web sites </li></ul></ul><ul><ul><li>BACS </li></ul></ul><ul><li>and wouldn’t be able to choose the software we want to use </li></ul><ul><ul><li>Gmail, Hotmail, Outlook, Thunderbird </li></ul></ul><ul><ul><li>Internet Explorer, Firefox, Safari, Opera… </li></ul></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    3. 3. Just a small selection of data standards… <ul><li>De facto Standards </li></ul><ul><ul><li>Microsoft Office files (.doc, .xls) </li></ul></ul><ul><ul><li>Portable Document Format (.pdf) </li></ul></ul><ul><li>‘ Open’ Standards (free to implement) </li></ul><ul><ul><li>Open Document Spreadsheet/Text (.ods/.odt) </li></ul></ul><ul><ul><li>CSV (.csv) </li></ul></ul><ul><ul><li>Extensible Markup Language (.xml) </li></ul></ul><ul><ul><li>HyperText Markup Language (.htm or .html) </li></ul></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    4. 4. Document Centric versus Data Centric View of eBusiness <ul><li>Document Centric View </li></ul><ul><ul><li>Sending PDFs, Word documents, Excel spreadsheets </li></ul></ul><ul><ul><li>Need to read and understand to process data in them </li></ul></ul><ul><li>Data Centric View </li></ul><ul><ul><li>Sending formatted text </li></ul></ul><ul><ul><li>Self-describing using agreed descriptors </li></ul></ul><ul><ul><li>Easily processed with limited or no manual intervention </li></ul></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    5. 5. Leads to Information ‘Silos’ © Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011 Emailed PDF Order or Invoice Emailed PDF Order or Invoice Accounts CRM Order Invoice CRM Accounts Solution = Enterprise Resource Planning (ERP) Software or Separate Applications + Data (Exchange) Standards or ‘copy and paste’ Internet Customer Data Set 1 Customer Data Set 2
    6. 6. Analysis and Design <ul><li>Identify the processes </li></ul><ul><ul><li>Document them in a standard way </li></ul></ul><ul><li>Identify the data being shared </li></ul><ul><ul><li>Document the data structures in a standard way </li></ul></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    7. 7. Identifying Processes - 1 <ul><li>The first step is to identify WHO is sharing the information and WHAT action they are taking. It is a very high level view of what is taking place. </li></ul><ul><li>e.g. A Procuring Party issues a Letter of Invitation to Tender, the Tenderer is interested in tendering so requests the Invitation to Tender Details and the Procuring Party issues the Invitation to Tender Details to the Tenderer. </li></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    8. 8. Identifying Processes - 2 <ul><li>The next step to show what Activities are taking place. In this diagram there are two columns representing each of the ‘information sharing’ parties. </li></ul><ul><li>In the middle of the diagram information passes from one party to the other party (or one computer system to another computer system). It is these information exchanges we are interested in. </li></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    9. 9. Identifying Data <ul><li>The next step is to identify the business information entities and their relationships. </li></ul><ul><li>e.g. In the diagram on the right we have: </li></ul><ul><li>Location </li></ul><ul><li>Geographical Coordinate </li></ul><ul><li>Address </li></ul><ul><li>A Location has a Postal Address and Physical Geographical Coordinates (latitude and longitude) </li></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    10. 10. Define the ‘message’ <ul><li>Finally we define the content of the message (what is exchanged between the parties) by selecting the business information entities that are exchanged </li></ul><ul><li>e.g. an Invoice will have a Buyer and their address, a Supplier and their address, the goods purchased and their price, the total to be paid and the VAT included. </li></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    11. 11. Data Standards Involvement <ul><li>UN/CEFACT standards development </li></ul><ul><ul><li>eTendering </li></ul></ul><ul><ul><ul><li>Including Cost Analysis </li></ul></ul></ul><ul><ul><ul><ul><li>Building Cost Information Service (BCIS) Standard Form of Cost Analysis </li></ul></ul></ul></ul><ul><ul><li>Contract Financial Execution Management (Valuation and Payment) </li></ul></ul><ul><ul><li>Cross Industry Invoice </li></ul></ul><ul><li>Standards implementation </li></ul><ul><ul><li>CEN Core Invoice Implementation Guide </li></ul></ul><ul><li>Technical Support to BuildingSMART UK </li></ul>© Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    12. 12. Implementation © Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011
    13. 13. Example © Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011 ‘ Mutatio’ Microsoft Excel ® Construction Estimating Software (with CITE Standard and Excel Interface Built-in) Quotation/Tender in ‘CITE Format’ files Pricing Document Bill of Quantities Quotation Reformatting spreadsheets so they can be imported (for a typical large construction project) – up to 4 hours Importing same information using CITE Standard – less than 1 minute … a separate software application developed by Cloud Data Technologies that works with MS Excel
    14. 14. Kevin Smith Director +44 (0)1634 566288 +44 (0)7769 977163 [email_address] www.clouddatatech.com @CloudDataTech http://uk.linkedin.com/in/smithkj For further information please contact… © Cloud Data Technologies Limited Bizlinx Board Meeting 7th July 2011

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