Tg 4 Adrian Mueller Cen 18 06 2009

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Presentation during the CEN meeting on june 18th in Brussels

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Tg 4 Adrian Mueller Cen 18 06 2009

  1. 1. eInvoicing Workshop Meeting Brussels, 18 June 2009 CEN WORKSHOP eInvoicing Phase 2 Taskgroup 4 Final Report Anders Grangard, GS1 International Adrian Mueller, Expert Task Group 4
  2. 2. Task Group 4: Emerging technologies and business processes eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 2 © 2008 CEN – all rights reserved 22/06/2009
  3. 3. Members: Anders Grangard (GS 1 International), Andrea Caccia (Innovery), Francis Berthomieu (Orange FT Group), Otto Mueller (Dr. Otto Mueller Consulting), Klaus Foerderer (GS1 Germany), Wolfgang Eckert (Deutsche Post), Peter Potgieser (ABN Amro), Erwann Revolt (Orange FT Group), Dirk Weidenbach (xft) Expert: Adrian Mueller (Dr. Otto Mueller Consulting) eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 3 © 2008 CEN – all rights reserved 22/06/2009
  4. 4. Task Group 4: The main objectives Main objectives are based on the CEN/ISSS Phase II business plan: Implementation of compliant electronic invoice systems in using emerging technologies and business processes; this will include issues such as: - assessment of business processes, i.e. b-2-b trading platforms. Identification of new and emerging technologies with potential impact on electronic invoices and related business processes eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 4 © 2008 CEN – all rights reserved 22/06/2009
  5. 5. “Yesterday’s papers” Different perceptions of what a “new” technology / process is Might be well established for a big market player – but new to an SME Usage of a technology/process in new context Promising new technologies and processes arise frequently Comply with legal regulations, market environment Describe specific technologies/processes: Danger of lagging behind, republishing “yesterday’s papers” eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 5 © 2008 CEN – all rights reserved 22/06/2009
  6. 6. CWA is about: Methodology Categorising and assessing new technologies and processes By scheming and explaining a four-layered framework for this categorisation and assessment: Semantics Interaction Models Processes Technology eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 6 © 2008 CEN – all rights reserved 22/06/2009
  7. 7. CWA is about (cont.): Give guidance upon applying the framework for the assessment of emerging technologies and processes Demonstrating this with examples Existing work is referenced and quoted (CWA 15582, e-Invoicing Compliance Guidelines, …) – not reinventing the wheel eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 7 © 2008 CEN – all rights reserved 22/06/2009
  8. 8. Framework Semantics Semantics: Common basis for communication, terms and definitions Interaction Models Interaction Models: Parties involved (Bilateral, 3- or 4- Corner Model) Processes Processes: Process (steps) and components Technology Technologies: Specific implementations eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 8 © 2008 CEN – all rights reserved 22/06/2009
  9. 9. Framework: Semantics Common basis for understanding Between experts in different areas: legal, financial, technical, … Proper / common usage of terms Sample list of terms and their definitions provided as annex in the document eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 9 © 2008 CEN – all rights reserved 22/06/2009
  10. 10. Framework: Interaction Models High level business view on how sellers and buyers organise the transfer of invoices and the exchange of related documents Number of involved parties Models: Bilateral model (with different flavours) 3-corner model 4-corner model (also multi-corner model) eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 10 © 2008 CEN – all rights reserved 22/06/2009
  11. 11. Framework: Processes Process as such is eInvoicing, i.e. traditional billing or self-billing with electronic means Composed of different process steps: operational components of the process Functional modules “Atomic” building blocks Business Process Same functional module can be contained in different Process Steps process steps Functional Modules eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 11 © 2008 CEN – all rights reserved 22/06/2009
  12. 12. Framework: Technology Specific technologies Nuts and bolts Serve to implement the functional modules and the process steps of the processes layer eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 12 © 2008 CEN – all rights reserved 22/06/2009
  13. 13. Guidance for assessment Pragmatic Low learning curve Six main steps for technologies / processes Compare with the four layers of framework Plus Decision Implementation / Adaptation eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 13 © 2008 CEN – all rights reserved 22/06/2009
  14. 14. Guidance for assessment (cont.) Bottom-up approach: Step into lower layers first Discussing examples: Technology: Communication specification AS2 Processes: Adaptation of Registered E-Mail as business process to eInvoicing Tool for getting a quick overview how a new technology/process can be utilised or adapted to eInvoicing eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 14 © 2008 CEN – all rights reserved 22/06/2009
  15. 15. Example assessment Example chosen is AS2 Semantics (Applicability Statement 2) AS2 is a specification for Interaction Models reliable transportation of data over HTTP “New” or “old” technology Processes depends of context Technology eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 15 © 2008 CEN – all rights reserved 22/06/2009
  16. 16. Example assessment (cont.) 1. Technology: AS2 specified in IETF RFC 4130 2. Processes: 2.1 Functional modules: Communication, Authentication, Integrity 2.2 Process steps: First mile Send Receipt and technical verification Last mile include functional modules identified in 2.1 benefit from AS2 eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 16 © 2008 CEN – all rights reserved 22/06/2009
  17. 17. Example assessment (cont.) 3. Interaction models: AS2 can be applied within all models (2,3,4-corner) 4. Semantics: Terms and definitions of AS2-RFC in line with list of definitions (sample in Annex A) 5. Possible decision: Service provider implements AS2 for first / last mile 6. Implementation: Consider e-Invoicing Compliance Guidelines for process steps first / last mile eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 17 © 2008 CEN – all rights reserved 22/06/2009
  18. 18. Questions? eInvoicing Workshop Public Meeting Brussels, 18 June 2009 ©2005 CEN – all rights reserved 18 © 2008 CEN – all rights reserved 22/06/2009

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