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CEN WORKSHOP eInvoicing Phase 2 Taskgroup 4 Final Report
Anders Grangard, GS1 InternationalAdrian Mueller, Expert Task Group 4
eInvoicing Workshop Meeting Brussels, 18 June 2009
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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Task Group 4:
Emerging technologies and business processes
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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)
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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 SMEUsage 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”
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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:
SemanticsInteraction ModelsProcessesTechnology
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
8
Framework
Semantics: Common basis for communication, terms and definitions
Interaction Models:Parties involved (Bilateral, 3- or 4-Corner Model)
Processes:Process (steps) and components
Technologies:Specific implementations
Semantics
Interaction Models
Processes
Technology
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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 model4-corner model (also multi-corner model)
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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 blocksSame functional module can be contained in different process steps
Business Process
Process Steps
Functional Modules
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
12
Framework: Technology
Specific technologies
Nuts and bolts
Serve to implement the functional modules and the process steps of the processes layer
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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Guidance for assessment
Pragmatic
Low learning curve
Six main steps for technologies / processes
Compare with the four layers of framework
Plus Decision Implementation / Adaptation
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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Guidance for assessment (cont.)
Bottom-up approach: Step into lower layers first
Discussing examples: Technology: Communication specification AS2Processes: 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
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
15
Example assessment
Example chosen is AS2 (Applicability Statement 2)
AS2 is a specification for reliable transportation of data over HTTP
“New” or “old” technology depends of context
Semantics
Interaction Models
Processes
Technology
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
16
Example assessment (cont.)
1. Technology: AS2 specified in IETF RFC 4130
2. Processes:2.1 Functional modules:
Communication, Authentication, Integrity2.2 Process steps:
First mile SendReceipt and technical verificationLast mile
include functional modules identified in 2.1benefit from AS2
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
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
©2005 CEN – all rights reserved
eInvoicing Workshop Public Meeting Brussels, 18 June 2009
© 2008 CEN – all rights reserved 22/06/2009
18
Questions?